MORGAN STANLEY

Position in SRE — Sempra

CIK 895421 NEW YORK, NY

Back to SRE Full portfolio

Position in SRE

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,366,014,862

+$394,491,140 QoQ

Shares Held

24,349,232

+9.0% QoQ

Ownership

3.72%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 27.37605851387838.ToString("F0")% Shared 0.04403834995699248.ToString("F0")% None 72.57990313616463.ToString("F0")%

Common Shares in SRE Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Mar 31, 2026

MORGAN STANLEY holds $2,968,404,454 across 6 Utilities - Diversified names. SRE ranks #1 (79.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra This page	24,349,232	$2,366,014,862
2	AES	Aes Corp	24,294,029	$342,302,861
3	BIPH	Brookfield Infrastructure Partners L.P.	3,677,772	$132,841,123
4	AVA	Avista Corp	1,698,279	$68,168,916
5	AQN	Algonquin Power & Utilities Corp.	7,092,601	$43,548,567
6	UTL	Unitil Corp	297,246	$15,528,125

All Filings in SRE

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,366,014,862	24,349,232	+9.0%	Shares	Defined	2026-05-15
2025-12-31	$1,971,523,722	22,330,091	+17.0%	Shares	Defined	2026-05-27
2025-09-30	$1,716,756,123	19,079,308	-0.5%	Shares	Defined	2026-05-27
2025-06-30	$1,452,815,107	19,174,015	+5.0%	Shares	Defined	2025-08-15
2025-03-31	$1,303,008,829	18,259,653	-18.9%	Shares	Defined	2025-05-15
2024-12-31	$1,975,717,903	22,523,004	-7.2%	Shares	Defined	2025-05-15
2024-09-30	$2,029,374,187	24,266,103	+4.1%	Shares	Defined	2025-05-14
2024-06-30	$1,772,615,943	23,305,495	+13.6%	Shares	Defined	2025-05-14
2024-03-31	$1,473,604,006	20,515,161	-5.4%	Shares	Defined	2024-10-17
2023-12-31	$1,621,453,791	21,697,495	+110.0%	Shares	Defined	2024-08-16
2023-09-30	$703,033,782	10,334,173	+101.2%	Shares	Defined	2023-11-15
2023-06-30	$373,936,622	5,136,845	+11.4%	Shares	Defined	2023-08-14
2023-03-31	$348,590,143	4,612,201	-6.5%	Shares	Defined	2023-05-15
2022-12-31	$381,192,450	4,933,253	+24.9%	Shares	Defined	2023-02-14
2022-09-30	$296,201,668	3,950,936	-1.9%	Shares	Defined	2022-11-14
2022-06-30	$302,470,215	4,025,690	+34.0%	Shares	Defined	2022-10-27
2022-03-31	$252,512,033	3,003,950	-9.3%	Shares	Defined	2022-10-27
2021-12-31	$219,073,070	3,312,263	+9.0%	Shares	Defined	2022-02-14
2021-09-30	$192,287,268	3,040,115	+2.2%	Shares	Defined	2021-11-15
2021-06-30	$196,975,764	2,973,668	+11.2%	Shares	Defined	2021-08-23
2021-03-31	$177,289,350	2,674,451	+11.7%	Shares	Defined	2021-05-17
2020-12-31	$152,470,524	2,393,384	-7.2%	Shares	Defined	2021-02-16
2020-09-30	$152,704,574	2,580,341	-1.6%	Shares	Defined	2020-11-13
2020-06-30	$153,647,788	2,621,305	-1.0%	Shares	Defined	2020-08-14
2020-03-31	$149,557,176	2,647,264	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.