SRE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $78.38
Market Cap (MRQ) $51.21B
Debt/Equity (MRQ) 0.1
52W Range $76–$101

SRE Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
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Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 1
Ex-date Split Type
Aug. 22, 2023 2-for-1 Forward

About DBA Sempra Common Stock Company overview from Wikipedia

05 · wikidata

Sempra is a North American public utility holding company based in San Diego, California. The company is one of the largest utility holding companies in the United States, with nearly 40 million consumers. Sempra's focus is on electric and natural gas infrastructure. Its operating companies include Southern California Gas Company (SoCalGas) and San Diego Gas & Electric (SDGE) in Southern California; Oncor Electric Equipment Delivery Company in Texas; and Sempra Infrastructure, with offices in California and Texas.

As of 2024, Sempra reported more than $96.2 billion in total assets and over 20,000 employees. The company is led by chairman and chief executive officer Jeffrey Martin, who assumed that role in May 2018.

Sempra is ranked #322 on the Fortune 500 list As of 2025, and #146 on the Forbes Global 2000 list as of 2025. In 2025, Sempra was named one of the World's Most Admired Companies by Fortune magazine. Sempra was also recognized by Newsweek as one of America's Most Responsible Companies.

History

1998–2018

Sempra Energy (later Sempra), was created through the 1998 merger of Los Angeles–based Pacific Enterprises, the parent company of SoCalGas, and Enova Corporation, the parent company of San Diego Gas & Electric.

In 1999, the company acquired two utilities in South America; Chilquinta Energia in Chile and Luz Del Sur in Peru, which gave Sempra Energy an entry into the expanding Latin American energy market.

In 2003, Sempra Energy Resources, the former power generation subsidiary of Sempra Energy, completed three state-of-the-art power plant projects in Arizona, California and New Mexico.

Sempra was sued over claims it manipulated natural gas supplies and electricity contracts during the 2001 California electricity crisis. In 2006, the company agreed to pay $377 million to settle gas supply claims, and in 2010, it paid another $410 million to settle claims on electricity price gouging, but has never admitted wrongdoing.

In 2007, the company created the Sempra Energy Foundation (later the Sempra Foundation) as a 501(c)(3) private foundation. Since its inception, the foundation has invested over $50 million to help advance a better future for all. Sempra Foundation’s current priorities include climate action, economic prosperity, diversity and inclusion and disaster relief. Additionally, the organization encourages community engagement among the 20,000 employees who work for Sempra and its operating companies by matching certain employee contributions of time and money to eligible 501(c)(3) charitable organizations.

On March 8, 2018, regulators in Texas approved Sempra Energy's purchase of a majority stake in Oncor for $9.45 billion.

Since 2019

On January 16, 2019, Sempra Energy was added to the Dow Jones Utility Average, replacing Pacific Gas and Electric.

Over 2018 and 2019, Sempra completed its divestiture of its U.S. renewables and non-utility natural gas storage assets, generating approximately $2.5 billion in cash proceeds. The company stated its intent to refocus its investments in North American transmission and distribution infrastructure.

In March 2019, Sempra Energy and Oncor Electric Equipment Delivery Company announced the acquisition of InfraREIT, and Sempra Energy's acquisition of a 50% interest in Sharyland Utilities. These utility deals were lauded by the company as disciplined, low-risk investments in the fast-growing Texas market.

In April 2020, Sempra Energy announced it had completed the sale of its utility business in Peru, Luz del Sur, for $3.59 billion. In June 2020, Sempra Energy announced it completed the sale of its Chilean businesses to China's State Grid International Development Ltd for $2.23 billion in cash. These two sales completed Sempra Energy's exit from South America.

In June 2021, Sempra Energy announced it was rebranding to Sempra. It launched an updated logo and dropped "Energy" from its name to emphasize its core focus on infrastructure that delivers energy.

In 2022, shortly after the Russian invasion of Ukraine, Sempra Infrastructure, a subsidiary of Sempra, announced a series of agreements with European energy companies for U.S. liquefied natural gas (LNG) to help displace reliance on Russian gas.

In 2024, Sempra announced a record five-year capital plan of $48 billion for 2023–2028, to improve safety, bolster reliability and support the delivery of cleaner sources of energy across its three growth platforms: Sempra Company in some parts of California and Texas with Sempra Infrastructure facilities and system operation.

Operating companies

Sempra Infrastructure: Sempra Infrastructure was formed in 2021 through a merger of two Sempra operating companies: Sempra LNG and IEnova. The company develops, builds and invests in North American energy infrastructure, including liquefied natural gas and net-zero solutions, energy networks and clean power. The company developed Cameron LNG, a joint-venture LNG facility in Louisiana. The company has also developed the Port Arthur LNG liquefaction project in Texas and has three proposed liquefaction-export facilities on the Pacific Coast of Mexico, Energía Costa Azul LNG, Vista Pacífico LNG and Salina Cruz.

Southern California Gas Company: SoCalGas, based in Los Angeles, is the largest natural gas distribution utility in the U.S., providing natural gas service to approximately 22 million consumers, and is an emerging leader in hydrogen and net-zero solutions. In 2022, the company proposed what would be the largest green hydrogen infrastructure system in the U.S., Angeles Link.

San Diego Gas & Electric: SDGE is an electric and natural gas utility that provides energy to approximately 3.7 million consumers in San Diego and southern Orange Counties.

Oncor Electric Delivery Company LLC: Oncor, based in Dallas, operates the largest electric distribution and transmission system in the state, providing service to approximately 13 million Texans. Sempra indirectly owns approximately 80 percent of Oncor. In May 2019, Oncor completed the acquisition of InfraREIT, an electricity transmission company in Central, North and West Texas.

Former subsidiaries

These subsidiaries have merged into Sempra LNG & Midstream and Sempra Renewables:

Sempra U.S. Gas & Power: With its affiliates and joint-venture partners, the company owns and operates more than 2,000 megawatts of renewable generating capacity. Sempra U.S. Gas & Power also operates natural gas storage facilities, pipelines and distribution utilities.

Sempra Generation: Operates or owns interest in power stations in five U.S. states and in Mexico, as well as property for potential solar and wind electric generation.

Sempra Pipelines & Storage: Owns natural gas storage facilities in Alabama and Louisiana and interests in two natural gas companies in Argentina, Chilquinta Energía of Chile, and Luz del Sur of Peru. It also owns 1,858 miles of distribution pipelines, 216 miles of transmission pipelines, and two compressor stations in Mexico.

Sempra LNG: Develops, owns and operates receipt terminals for importing liquefied natural gas to the U.S., including the Energía Costa Azul LNG terminal in Baja California and the Cameron LNG terminal in Hackberry, Louisiana.

Sempra Commodities: Sempra's stake in a partnership formed on April 1, 2008 to market and trade natural gas, natural gas liquids, power, petroleum and petroleum products, coal, emissions, ethanol and base metals. Royal Bank of Scotland Group sold its stake in RBS Sempra Commodities LLC to Noble Americas Gas and Power, as a condition of the UK Government's 74 percent stake in the Group on December 1, 2010.

IEnova: IEnova developed, built and operated energy infrastructure in Mexico, and was one of the largest private energy companies in the country.

PXiSE Energy Solutions: PXiSE Energy Solutions LLC., headquartered in San Diego, was a subsidiary of Sempra and partially owned by Mitsui & Co., Ltd. It develops, operates and markets next-generation power-grid management technology for renewable energy developers and operators, grid operators, commercial property owners and microgrids. Sempra sold PXiSE Energy Solutions in 2021.

Awards and recognition

In 2025, Sempra was named one of Fortune magazine's World's Most Admired Companies and was also recognized by Newsweek as one of America's Most Responsible Companies. Sempra was also included in The Wall Street Journal's 250 Best-Managed Companies list. The company has received numerous recognitions for leadership in diversity and inclusion, including being named to Bloomberg's Gender Equality Index, Forbes' Best Employers for Diversity and Fair360's (formerly DiversityInc) #1 for Top Utilities. The company has also been named to a number of stock market indexes focused on sustainability, including the Dow Jones Sustainability Index North America. Its subsidiaries are routinely recognized for leadership in reliability, resilience, technology and innovation and corporate responsibility.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorUtilities industryUtilities employees15,938 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend SRE 5Y avg Peer Median Verdict
P/B (MRQ) 1.6 · 2.3 Undervalued

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Annualized Payout≈$2.63Paid quarterly
5Y Div CAGR≈4.3%Per share, split-adjusted
Growth Streak≈15Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 24, 2026$0.66USD≈3.4%
Jun 25, 2026$0.66USD≈2.8%
Mar 19, 2026$0.66USD≈2.7%
Dec 11, 2025$0.65USD≈2.9%
Oct 1, 2025$0.65USD≈2.9%
Jun 26, 2025$0.65USD≈3.4%
Mar 20, 2025$0.65USD≈3.6%
Dec 5, 2024$0.62USD≈2.7%
Sep 26, 2024$0.62USD≈3.0%
Jun 27, 2024$0.62USD≈3.2%
Mar 20, 2024$0.62USD≈3.4%
Dec 5, 2023$0.60USD≈3.4%
Sep 26, 2023$0.60USD≈3.4%
Jul 3, 2023$0.60USD≈3.2%
Mar 21, 2023$0.60USD≈3.2%
Dec 21, 2022$0.57USD≈2.9%
Sep 22, 2022$0.57USD≈2.8%
Jul 6, 2022$0.57USD≈3.0%
Mar 24, 2022$0.57USD≈2.8%
Dec 22, 2021$0.55USD≈3.4%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Beat Rate 75.0%
Avg Surprise 10.7%
Next Report Nov 03, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Aug 5, 2026 $1.16 $1.07 8.5%
March 31, 2026 $1.51 $1.53 -1.4%
Dec. 31, 2025 $1.28 $1.18 8.2%
Sept. 30, 2025 $1.11 $0.92 20.5%
June 30, 2025 $0.89 $0.85 4.2%
March 31, 2025 $1.44 $1.33 8.0%
Sept. 30, 2000 $0.70 $0.51 38.6%
June 30, 2000 $0.55 $0.56 -1.2%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
No annual filings for SRE

We don't have SEC filings for this ticker yet.

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

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No data for this statement

Not enough fundamentals data to build this statement yet.

Institutional owners (13F) 1,363 filers · $61.6B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 1,363
Value held $61.6B
New positions 113
Exited positions 92
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
113 (-81 vs prior Q) 92 (+10 vs prior Q) 504 (+14 vs prior Q) 439 (+41 vs prior Q) +19.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $6,774,907,338 76,734,070 11.00% Shares
BlackRock, Inc. $5,588,576,527 60,280,191 9.07% Shares
WELLINGTON MANAGEMENT GROUP LLP $4,061,974,709 43,813,771 6.59% Shares
VANGUARD CAPITAL MANAGEMENT LLC $3,957,269,651 42,684,252 6.42% Shares
STATE STREET CORP $3,546,556,535 37,992,032 5.76% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $3,459,896,315 37,319,559 5.62% Shares
MORGAN STANLEY $2,320,018,679 25,024,468 3.77% Shares
JPMORGAN CHASE & CO $1,882,975,313 20,050,848 3.06% Shares
FMR LLC $1,807,568,897 19,497,023 2.93% Shares
GEODE CAPITAL MANAGEMENT, LLC $1,470,367,308 15,621,315 2.39% Shares
Capital International Investors $1,347,563,452 14,525,687 2.19% Shares
Invesco Ltd. $1,084,078,138 11,693,217 1.76% Shares
Newport Trust Company, LLC $1,014,377,132 10,941,399 1.65% Shares
BANK OF AMERICA CORP /DE/ $957,055,935 10,323,114 1.55% Shares
FRANKLIN RESOURCES INC $933,589,581 10,069,999 1.52% Shares
DEUTSCHE BANK AG\ $896,599,152 9,671,008 1.46% Shares
NORGES BANK $864,128,865 9,320,773 1.40% Shares
NORTHERN TRUST CORP $604,622,728 6,521,656 0.98% Shares
Capital World Investors $577,711,796 6,231,386 0.94% Shares
Legal & General Group Plc $538,774,894 5,811,400 0.87% Shares
GOLDMAN SACHS GROUP INC $518,836,765 5,596,341 0.84% Shares
Clearbridge Investments, LLC $518,810,372 5,596,056 0.84% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $482,630,273 4,966,865 0.78% Shares
Bank of New York Mellon Corp $465,202,003 5,017,818 0.76% Shares
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $443,288,433 4,781,365 0.72% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $433,047,018 4,670,985 0.70% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $391,490,781 4,222,746 0.64% Shares
Pictet Asset Management Holding SA $379,519,974 4,093,625 0.62% Shares
VANGUARD FIDUCIARY TRUST CO $340,322,093 3,670,824 0.55% Shares
WELLS FARGO & COMPANY/MN $319,474,437 3,445,954 0.52% Shares
Bahl & Gaynor LLC $281,711,908 3,038,636 0.46% Shares
National Pension Service $280,015,443 3,020,337 0.45% Shares
MILLENNIUM MANAGEMENT LLC $265,658,373 2,865,477 0.43% Shares
Perpetual Ltd $262,805,130 2,834,701 0.43% Shares
HSBC HOLDINGS PLC $239,937,410 2,585,731 0.39% Shares
AQR CAPITAL MANAGEMENT LLC $234,406,644 2,528,386 0.38% Shares
Magellan Asset Management Ltd $207,946,120 2,242,974 0.34% Shares
Nuveen, LLC $204,158,175 2,202,117 0.33% Shares
Mitsubishi UFJ Trust & Banking Corp $201,705,532 2,175,661 0.33% Shares
DIMENSIONAL FUND ADVISORS LP $199,095,716 2,147,234 0.32% Shares
ONTARIO TEACHERS PENSION PLAN BOARD $192,400,692 2,075,296 0.31% Shares
DUFF & PHELPS INVESTMENT MANAGEMENT CO $190,541,579 2,055,243 0.31% Shares
JENNISON ASSOCIATES LLC $189,649,523 2,045,621 0.31% Shares
Voss Capital, LP $188,825,887 2,036,737 0.31% Shares
REAVES W H & CO INC $175,985,552 1,898,237 0.29% Shares
Swiss National Bank $170,845,988 1,842,800 0.28% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $169,572,245 1,829,061 0.28% Shares
UBS Group AG $168,099,454 1,813,175 0.27% Shares
ANTIPODES PARTNERS Ltd $164,407,928 1,773,357 0.27% Shares
ROYAL BANK OF CANADA $163,247,000 1,760,856 0.27% Shares

Show all 1,363 institutional owners →

Company insiders 57 insiders · 11 officers · 18 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Jeffrey W Martin Chairman, CEO and President March 19, 2026 I 20,985 0 5 $-4,694,429
Karen L Sedgwick Executive VP and CFO March 9, 2026 S 39,029 0 4 $-1,149,123
George W Bilicic President and CLO Jan. 2, 2020 A 33,744 0 0 $0
Diana L Day Chief Legal Counsel May 14, 2026 S 22,870 0 1 $-304,029
Justin Christopher Bird Executive Vice President April 1, 2026 S 21,632 0 1 $-109,066
Dyan Z. Wold VP, Controller and CAO March 16, 2026 S 4,633 0 2 $-284,774
Caroline Ann Winn Executive Vice President Jan. 27, 2026 F 34,303 0 2 $-549,540
Alexander Lisa Larroque SVP, Corp Affairs and HR Jan. 27, 2026 F 16,785 0 1 $-400,001
WALL PETER R SVP, Controller and CAO May 13, 2025 I 11,867 0 0 $0
Trevor I Mihalik EVP and Group Pres Dec. 2, 2024 I 0 0 0 $0
Dennis V Arriola Executive VP & Group President March 13, 2020 P 44,794 0 0 $0
Pablo Ferrero Director May 18, 2026 S 15,423 0 1 $-232,778
Anya Weaving Director May 12, 2026 A 3,558 0 0 $0
Kevin C. Sagara Director May 12, 2026 A 4,890 0 0 $0
Andres Conesa Director May 12, 2026 F 24,018 0 0 $0
Jennifer M Kirk Director May 12, 2026 A 1,000 1 0 $93,440
Jack T Taylor Director May 12, 2026 A · 0 0 $0
Cynthia J Warner Director May 12, 2026 A 11,275 1 0 $232,375
Richard J Mark Director May 12, 2026 A 18,913 1 0 $251,164
Michael N Mears Director May 12, 2026 A 5,000 0 0 $0
Bethany Mayer Director July 1, 2024 A 4,686 0 0 $0
Cynthia Lynn Walker Director July 3, 2023 A 4,636 0 0 $0
Maria Contreras-Sweet Director April 3, 2023 A 4,039 0 0 $0
Alan L Boeckmann Director April 3, 2023 A 6,000 0 0 $0
JONES WILLIAM D /CA/ Director April 1, 2022 A 4,983 0 0 $0
Kathleen Brown Director April 1, 2021 A 746 0 0 $0
Lynn Schenk Director April 1, 2020 A 11,306 0 0 $0
William C Rusnack Director April 1, 2020 A 571 0 0 $0
James C Yardley · May 12, 2026 A 5,019 0 0 $0
Joseph A Householder · Nov. 30, 2019 F 32,610 0 0 $0
William G Ouchi · April 1, 2019 A 15,800 0 0 $0
Joyce G Rowland · Feb. 28, 2019 S 12,461 0 0 $0
Martha B Wyrsch · Feb. 21, 2019 F 22,520 0 0 $0
Debra L Reed · Nov. 9, 2018 M 127,856 0 0 $0
Steven D Davis · Feb. 21, 2018 F 22,392 0 0 $0
William P Rutledge · April 3, 2017 A 584 0 0 $0
Mark A Snell · Jan. 4, 2017 A 54,262 0 0 $0
James G Brocksmith JR · April 1, 2016 A 4,277 0 0 $0
Luis Tellez · May 13, 2015 A 1,015 0 0 $0
Wilford D Godbold JR · April 5, 2013 A 3,006 0 0 $0
Javade Chaudhri · April 2, 2013 M 0 0 0 $0
Donald E Felsinger · Nov. 1, 2012 M 221,899 0 0 $0
Carlos Ruiz Sacristan · May 10, 2012 A 0 0 0 $0
Neal E Schmale · Oct. 21, 2011 A 135,022 0 0 $0
Charles A Mcmonagle · June 18, 2010 A 36,452 0 0 $0
Richard A Collato · April 9, 2010 A 7,082 0 0 $0
Richard G Newman · April 9, 2010 A 39,109 0 0 $0
Jr Jessie J Knight · March 26, 2010 A 1,100 0 0 $0
Edwin A Guiles · Feb. 27, 2009 A 154,695 0 0 $0
Frank H Ault · June 30, 2006 A 83,716 0 0 $0
Stephen L Baum · Feb. 1, 2006 F 247,935 0 0 $0
Denise K Fletcher · July 8, 2005 A · 0 0 $0
Herbert L Carter · April 1, 2005 A 1,838 0 0 $0
Hyla Bertea · April 1, 2005 A · 0 0 $0
Diana L Walker · April 2, 2004 A · 0 0 $0
STICKEL TOM C · April 2, 2004 A · 0 0 $0
Frederick E John · Dec. 26, 2003 A · 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 165 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
UTES · ETFis Series Trust I 4.61% 684,417 NS July 31, 2026 N-PORT
VPU · VANGUARD WORLD FUND 3.86% 4,472,687 SH Aug. 19, 2026 Daily
PUI · Invesco Exchange-Traded Fund Trust 3.78% 22,914 SH Oct. 1, 2026 Daily
FUTY · FIDELITY COVINGTON TRUST 3.77% 988,988 NS July 31, 2026 N-PORT
IDU · iShares Trust 3.52% 541,861 SH Sept. 11, 2026 Daily
UTSL · Direxion Shares ETF Trust 3.24% 13,868 NS July 31, 2026 N-PORT
RSPU · Invesco Exchange-Traded Fund Trust 3.21% 192,103 SH Oct. 1, 2026 Daily
NBET · Neuberger Berman ETF Trust 2.87% 15,338 NS July 31, 2026 N-PORT
JXI · iShares Trust 2.52% 90,044 SH Sept. 11, 2026 Daily
GEND · Spinnaker ETF Series 2.50% 1,371 NS July 31, 2026 N-PORT
EMLP · First Trust Exchange-Traded Fund IV 1.86% 865,618 NS July 31, 2026 N-PORT
VRP · Invesco Exchange-Traded Fund Trust … 1.81% 53,724,000 Oct. 1, 2026 Daily
FPWR · First Trust Exchange-Traded Fund IV 1.65% 5,510 NS July 31, 2026 N-PORT
EIPX · First Trust Exchange-Traded Fund IV 1.60% 101,651 NS July 31, 2026 N-PORT
IGF · iShares Trust 1.58% 1,949,999 SH Sept. 11, 2026 Daily
NUDV · Nushares ETF Trust 1.32% 7,490 NS July 31, 2026 N-PORT
KWT · iShares Trust 1.23% 705,055 SH Sept. 11, 2026 Daily
VOE · VANGUARD INDEX FUNDS 1.04% 4,199,108 SH Aug. 19, 2026 Daily
SPLV · Invesco Exchange-Traded Fund Trust … 0.99% 875,398 SH Oct. 1, 2026 Daily
NULC · Nushares ETF Trust 0.88% 6,968 NS July 31, 2026 N-PORT
FFLV · FIDELITY COVINGTON TRUST 0.85% 1,585 NS July 31, 2026 N-PORT
DVY · iShares Trust 0.82% 2,285,690 SH Sept. 11, 2026 Daily
FXU · First Trust Exchange-Traded AlphaDE… 0.81% 76,002 NS July 31, 2026 N-PORT
NFRA · FlexShares Trust 0.79% 269,853 NS July 31, 2026 N-PORT
IMCV · iShares Trust 0.77% 106,209 SH Sept. 11, 2026 Daily
QUVU · Hartford Funds Exchange-Traded Trust 0.69% 13,984 NS July 31, 2026 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 0.60% 171,000 Oct. 1, 2026 Daily
PGX · Invesco Exchange-Traded Fund Trust … 0.59% 1,122,886 Oct. 1, 2026 Daily
VO · VANGUARD INDEX FUNDS 0.58% 14,165,966 SH Aug. 19, 2026 Daily
SPVM · Invesco Exchange-Traded Fund Trust 0.58% 9,615 SH Oct. 1, 2026 Daily
LQAI · Exchange Listed Funds Trust 0.58% 145 NS July 31, 2026 N-PORT
FHEQ · Fidelity Greenwood Street Trust 0.55% 57,917 NS July 31, 2026 N-PORT
ESUM · Strategy Shares 0.52% 10,763 NS July 31, 2026 N-PORT
FYEE · Fidelity Greenwood Street Trust 0.52% 12,882 NS July 31, 2026 N-PORT
GSY · Invesco Actively Managed Exchange-T… 0.50% 19,000,000 Oct. 1, 2026 Daily
FFLC · FIDELITY COVINGTON TRUST 0.49% 67,100 NS July 31, 2026 N-PORT
FBUF · Fidelity Greenwood Street Trust 0.47% 1,262 NS July 31, 2026 N-PORT
RCGE · EA Series Trust 0.46% 5,153 NS July 31, 2026 N-PORT
EWUS · iShares Trust 0.43% 143,349 SH Sept. 11, 2026 Daily
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0.43% 221,891 NS July 31, 2026 N-PORT
HAPI · Harbor ETF Trust 0.41% 22,461 NS July 31, 2026 N-PORT
IMCB · iShares Trust 0.38% 76,370 SH Sept. 11, 2026 Daily
BSCS · Invesco Exchange-Traded Self-Indexe… 0.36% 12,960,609 Oct. 1, 2026 Daily
BSCU · Invesco Exchange-Traded Self-Indexe… 0.35% 10,807,000 Oct. 1, 2026 Daily
DGRO · iShares Trust 0.35% 1,791,263 SH Sept. 11, 2026 Daily
BSCR · Invesco Exchange-Traded Self-Indexe… 0.33% 15,111,000 Oct. 1, 2026 Daily
XOEF · iShares Trust 0.31% 819 SH Sept. 11, 2026 Daily
PFF · iShares Trust 0.29% 1,858,278 SH Sept. 11, 2026 Daily
IFGL · iShares Trust 0.29% 181,371 SH Sept. 11, 2026 Daily
PFIG · Invesco Exchange-Traded Fund Trust … 0.26% 355,000 Oct. 1, 2026 Daily
VIG · VANGUARD SPECIALIZED FUNDS 0.26% 3,693,017 SH Aug. 19, 2026 Daily
VNQI · VANGUARD INTERNATIONAL EQUITY INDEX… 0.25% 7,384,577 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.25% 2,610,855 SH Aug. 19, 2026 Daily
FDMO · FIDELITY COVINGTON TRUST 0.24% 24,466 NS July 31, 2026 N-PORT
VTV · VANGUARD INDEX FUNDS 0.23% 6,223,753 SH Aug. 19, 2026 Daily
VOOV · VANGUARD ADMIRAL FUNDS 0.21% 150,647 SH Aug. 19, 2026 Daily
ESLG · Strategy Shares 0.21% 541 NS July 31, 2026 N-PORT
IWX · iShares Trust 0.20% 94,265 SH Sept. 11, 2026 Daily
EUSA · iShares, Inc. 0.20% 45,591 SH Sept. 11, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.19% 19,333 SH Oct. 1, 2026 Daily
EVUS · iShares Trust 0.19% 8,631 SH Sept. 11, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.19% 2,301,081 SH Oct. 1, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.19% 18,620 SH Oct. 1, 2026 Daily
IVE · iShares Trust 0.18% 1,085,695 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.17% 570,702 SH Sept. 11, 2026 Daily
IQSU · New York Life Investments ETF Trust 0.17% 6,405 NS July 31, 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0.17% 30,398 NS July 31, 2026 N-PORT
SIZE · iShares Trust 0.17% 8,670 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.17% 394,680 SH Aug. 19, 2026 Daily
SUSL · iShares Trust 0.16% 23,071 SH Sept. 11, 2026 Daily
FTA · First Trust Exchange-Traded AlphaDE… 0.16% 25,251 NS July 31, 2026 N-PORT
ILCV · iShares Trust 0.16% 25,436 SH Sept. 11, 2026 Daily
DSI · iShares Trust 0.16% 100,259 SH Sept. 11, 2026 Daily
ESLV · Strategy Shares 0.15% 241 NS July 31, 2026 N-PORT
IWD · iShares Trust 0.15% 1,453,729 SH Sept. 11, 2026 Daily
EGLE · Global X Funds 0.13% 33 NS July 31, 2026 N-PORT
IEUS · iShares Trust 0.12% 172,851 SH Sept. 11, 2026 Daily
BSCT · Invesco Exchange-Traded Self-Indexe… 0.12% 3,636,000 Sept. 30, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.12% 144,526 SH Oct. 1, 2026 Daily
REET · iShares Trust 0.11% 4,247,477 SH Sept. 11, 2026 Daily
TOPC · iShares Trust 0.10% 393 SH Sept. 11, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.10% 763,412 SH Aug. 19, 2026 Daily
ESGU · iShares Trust 0.10% 211,734 SH Sept. 11, 2026 Daily
IWL · iShares Trust 0.10% 25,333 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.10% 134,346 NS July 31, 2026 N-PORT
XRMI · Global X Funds 0.09% 534 NS July 31, 2026 N-PORT
XVV · iShares Trust 0.09% 7,559 SH Sept. 11, 2026 Daily
XYLG · Global X Funds 0.09% 681 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.09% 34,945 NS July 31, 2026 N-PORT
XTR · Global X Funds 0.09% 50 NS July 31, 2026 N-PORT
CATH · Global X Funds 0.09% 13,272 NS July 31, 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0.09% 16,979,459 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.09% 108,376 SH Aug. 19, 2026 Daily
TOV · EA Series Trust 0.09% 2,533 NS July 31, 2026 N-PORT
XYLD · Global X Funds 0.09% 32,807 NS July 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.09% 33,027 NS July 31, 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.09% 89,928 NS July 31, 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0.09% 55,290 NS July 31, 2026 N-PORT
ERET · iShares Trust 0.09% 9,705 SH Sept. 11, 2026 Daily
XCLR · Global X Funds 0.09% 36 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.09% 11,030 NS July 31, 2026 N-PORT
CHRI · Global X Funds 0.09% 80 NS July 31, 2026 N-PORT
JFLI · J.P. Morgan Exchange-Traded Fund Tr… 0.09% 473 NS July 31, 2026 N-PORT
QVML · Invesco Exchange-Traded Fund Trust … 0.09% 18,143 SH Sept. 30, 2026 Daily
DFUS · Dimensional ETF Trust 0.08% 199,401 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.08% 8,239,364 SH Sept. 11, 2026 Daily
SPUU · Direxion Shares ETF Trust 0.08% 2,467 NS July 31, 2026 N-PORT
ILCB · iShares Trust 0.08% 12,650 SH Sept. 11, 2026 Daily
VOXP · Advisors Series Trust 0.08% 54 NS July 31, 2026 N-PORT
QDPL · Pacer Funds Trust 0.08% 15,735 NS July 31, 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0.08% 1,526 NS July 31, 2026 N-PORT
VTI · VANGUARD INDEX FUNDS 0.08% 20,752,365 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.08% 55,040 SH Aug. 19, 2026 Daily
PBP · Invesco Exchange-Traded Fund Trust 0.08% 3,891 SH Oct. 1, 2026 Daily
IWB · iShares Trust 0.08% 454,173 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.08% 27,900 SH Sept. 11, 2026 Daily
PBUS · Invesco Exchange-Traded Fund Trust … 0.08% 112,909 SH Oct. 1, 2026 Daily
USCL · iShares Trust 0.08% 25,980 SH Sept. 11, 2026 Daily
DIVB · iShares Trust 0.08% 18,689 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.08% 181,122 SH Sept. 11, 2026 Daily
ITOT · iShares Trust 0.07% 850,068 SH Sept. 11, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.07% 4,547 NS July 31, 2026 N-PORT
PEVC · Pacer Funds Trust 0.07% 19 NS July 31, 2026 N-PORT
SPXL · Direxion Shares ETF Trust 0.07% 51,103 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.07% 514 SH Oct. 1, 2026 Daily
DFAC · Dimensional ETF Trust 0.06% 350,551 NS July 31, 2026 N-PORT
TOK · iShares Trust 0.06% 1,805 SH Sept. 11, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.06% 78,063 SH Oct. 1, 2026 Daily
TILT · FlexShares Trust 0.06% 14,852 NS July 31, 2026 N-PORT
URTH · iShares, Inc. 0.06% 58,441 SH Sept. 11, 2026 Daily
VSS · VANGUARD INTERNATIONAL EQUITY INDEX… 0.06% 7,344,260 SH Aug. 19, 2026 Daily
PDN · Invesco Exchange-Traded Fund Trust … 0.06% 164,885 Oct. 1, 2026 Daily
ACWI · iShares Trust 0.05% 208,373 SH Sept. 11, 2026 Daily
SCZ · iShares Trust 0.05% 5,283,821 SH Sept. 11, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.05% 2,038,085 SH Aug. 19, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.04% 1,306,000 Oct. 1, 2026 Daily
EEMS · iShares, Inc. 0.03% 94,618 SH Sept. 11, 2026 Daily
ACVF · ETF Opportunities Trust 0.03% 482 NS July 31, 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0.02% 14,867 SH Oct. 1, 2026 Daily
FEUS · FlexShares Trust 0.02% 275 NS July 31, 2026 N-PORT
WSML · iShares Trust 0.02% 90,738 SH Sept. 11, 2026 Daily
IEUR · iShares Trust 0.01% 854,654 SH Sept. 11, 2026 Daily
VGK · VANGUARD INTERNATIONAL EQUITY INDEX… 0.01% 3,741,602 SH Aug. 19, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS 0.01% 15,337,848 SH Aug. 19, 2026 Daily
VSGX · VANGUARD WORLD FUND 0.01% 443,555 SH Aug. 19, 2026 Daily
IDEV · iShares Trust 0.01% 1,949,086 SH Sept. 11, 2026 Daily
IXUS · iShares Trust 0.01% 3,175,441 SH Sept. 11, 2026 Daily
IEFA · iShares Trust 0.01% 9,696,613 SH Sept. 11, 2026 Daily
IEMG · iShares, Inc. 0.00% 6,194,846 SH Sept. 10, 2026 Daily
NEAR · iShares U.S. ETF Trust 0.00% 52,000 SH Sept. 9, 2026 Daily
DYNF · BlackRock ETF Trust 0.00% 406 SH Sept. 11, 2026 Daily
VXUS · VANGUARD STAR FUNDS 0.00% 28,842,089 SH Aug. 19, 2026 Daily
VWO · VANGUARD INTERNATIONAL EQUITY INDEX… 0.00% 6,096,639 SH Aug. 19, 2026 Daily
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VUSB · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VPLS · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
IFRA · iShares Trust · 798,759 SH Sept. 11, 2026 Daily

SRE Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 24 analysts BUY
Median target $100.50 +28.2%
6 25.0% Strong Buy
12 50.0% Buy
6 25.0% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

18 analysts · 2026-10-02

Mean target $99.92 +27.5%

← Below all targets Current price $78.38
Low$83.00 Mean$99.92 High$118.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SRE · · · · · ·
D $51.50B 17.0 14.2% 18.2% 10.7% ·
ED $35.85B 17.6 10.9% 12.0% 8.4% ·
WEC $34.32B 21.9 14.0% 15.9% 11.2% ·
PEG $39.99B 19.0 18.2% 17.3% 12.6% ·
AEE $27.60B 18.7 15.4% 16.6% 11.5% ·
DTE · · · · · ·
CNP $25.03B 24.0 8.3% 11.2% 9.5% ·
CMS $21.43B 19.8 13.6% 12.5% 12.3% ·
NI $19.98B 21.4 23.5% 14.2% 10.2% ·
BKH $5.24B 17.4 8.6% 12.6% 8.0% ·

Latest News Recent headlines mentioning this company

23

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed May 7, 2026