State Street Corp Amends Sempra Stake, Remains Passive Investor

Ticker: SRE · Form: SC 13G/A · Filed: Jan 30, 2024 · CIK: 1032208

Sempra SC 13G/A Filing Summary
FieldDetail
CompanySempra (SRE)
Form TypeSC 13G/A
Filed DateJan 30, 2024
Risk Levellow
Sentimentneutral

Complexity: simple

Sentiment: neutral

Topics: institutional-ownership, amendment, passive-investment

TL;DR

**State Street still owns Sempra shares, no big changes.**

AI Summary

State Street Corporation, a major financial institution, filed an amended SC 13G/A on January 30, 2024, disclosing its ownership of Sempra's common stock as of December 31, 2023. This filing indicates that State Street continues to hold a significant, though passive, stake in Sempra, a gas and other services combined company. For investors, this means a large institutional investor maintains confidence in Sempra, which can be a positive signal, but it doesn't suggest any active management changes or new strategic moves from State Street.

Why It Matters

This filing confirms State Street Corporation's continued significant, but passive, ownership in Sempra, signaling institutional confidence without indicating any activist intentions.

Risk Assessment

Risk Level: low — This filing is routine and indicates a passive investment, posing minimal new risk to Sempra shareholders.

Analyst Insight

Investors should view this as a routine disclosure of a passive institutional holding, not a signal for immediate action. It confirms State Street's continued presence but doesn't suggest any new catalysts or risks for Sempra.

Key Numbers

  • 816851109 — CUSIP Number (identifies Sempra's common stock)
  • 04-2456 — IRS Identification No. (identifies State Street Corporation)

Key Players & Entities

  • State Street Corporation (company) — the reporting person filing the SC 13G/A
  • Sempra (company) — the issuer of the common stock
  • 0000093751-24-000452 (dollar_amount) — accession number for the filing
  • December 31, 2023 (date) — date of event requiring the filing
  • January 30, 2024 (date) — date the filing was made

Forward-Looking Statements

  • State Street Corporation will maintain its passive investment in Sempra. (State Street Corporation) — high confidence, target: Q4 2024
  • Sempra's stock price will not be significantly impacted by this routine filing. (Sempra) — high confidence, target: Q2 2024

FAQ

Who filed this SC 13G/A amendment?

State Street Corporation filed this SC 13G/A amendment, as indicated by 'NAME OF REPORTING PERSON: STATE STREET CORPORATION' in the filing.

What company's stock is the subject of this filing?

The subject company is Sempra, as stated under 'NAME OF ISSUER: SEMPRA' in the filing.

What type of security is being reported?

The security being reported is 'COMMON STOCK' of Sempra, as specified in the filing.

What was the date of the event that triggered this filing?

The date of the event which requires the filing of this statement was December 31, 2023, as per 'DATE OF EVENT WHICH REQUIRES FILING OF THIS STATEMENT: 12/31/2023'.

Under which SEC rule was this Schedule 13G filed?

This Schedule 13G was filed under 'RULE 13D-1 (B)', as indicated by the checked box in the filing.

Filing Details

This Form SC 13G/A (Form SC 13G/A) was filed with the SEC on January 30, 2024 regarding SEMPRA (SRE).

View full filing on EDGAR

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View this SC 13G/A filing on SEC EDGAR

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