Capital International Investors Amends Sempra Stake Filing
Ticker: SRE · Form: SC 13G/A · Filed: 2024-02-09T00:00:00.000Z
Sentiment: neutral
Topics: institutional-ownership, amendment, utility-sector
TL;DR
**Big investor Capital International Investors updated their Sempra stock ownership filing.**
AI Summary
Capital International Investors, a Delaware-based investment firm, filed an Amendment No. 5 to their SC 13G filing on February 9, 2024, indicating their beneficial ownership of Sempra's Common Stock as of December 29, 2023. This filing, under Rule 13d-1(b), updates their previously reported stake in Sempra. For investors, this matters because it shows a significant institutional investor continues to hold a position in Sempra, suggesting ongoing confidence in the company, though the specific change in their holding percentage isn't detailed in the provided text.
Why It Matters
This filing confirms that a major institutional investor, Capital International Investors, maintains a significant position in Sempra, which can be a positive signal for other investors.
Risk Assessment
Risk Level: low — This is a routine amendment filing by an institutional investor and does not indicate any immediate financial risk or significant change in company operations.
Analyst Insight
An investor should note that a major institutional investor, Capital International Investors, continues to hold a position in Sempra, but this filing alone doesn't provide details on changes in their holding percentage or future intentions. Further research into Capital International Investors' portfolio changes or Sempra's recent performance would be prudent.
Key Players & Entities
- Capital International Investors (company) — the entity filing the SC 13G/A
- Sempra (company) — the issuer of the securities
- Delaware (company) — place of organization for Capital International Investors
- December 29, 2023 (date) — date of event requiring the filing
- February 9, 2024 (date) — date the filing was made
FAQ
What type of filing is this document?
This document is an SC 13G/A, which is an amendment to a Schedule 13G filing under the Securities Exchange Act of 1934, specifically Amendment No. 5.
Who is the subject company of this filing?
The subject company, or issuer, of the securities is Sempra, with CIK 0001032208 and CUSIP Number 816851109.
Who is the entity making this filing?
The entity making this filing, referred to as the reporting person, is Capital International Investors, with IRS Identification No. 95-1411037.
What was the date of the event that triggered this filing?
The date of the event which required the filing of this statement was December 29, 2023.
Under which rule was this Schedule 13G/A filed?
This Schedule 13G/A was filed under Rule 13d-1(b), as indicated by the checked box in the filing.
Filing Stats: 1,023 words · 4 min read · ~3 pages · Grade level 8.7 · Accepted 2024-02-09 18:05:53
Filing Documents
- SEC13G_Filing.htm (SC 13G/A) — 16KB
- 0001422848-24-000172.txt ( ) — 18KB
From the Filing
SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 5 ) * Sempra (Name of Issuer) Common Stock (Title of Class of Securities) 816851109 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. 816851109 1. NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY) Capital International Investors 95-1411037 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP* (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 55,764,521 6. SHARED VOTING POWER 0 7. SOLE DISPOSITIVE POWER 56,098,217 8. SHARED DISPOSITIVE POWER 0 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 56,098,217 Beneficial ownership disclaimed pursuant to Rule 13d-4 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 8.9% 12. TYPE OF REPORTING PERSON IA Item 1. (a) Name of Issuer Sempra (b) Address of Issuer's Principal Executive Offices 488 8th Avenue, San Diego, CA 92101 Item 2. (a) Name of Person Filing Capital International Investors (b) Address of Principal Business Office or, if None, Residence 333 South Hope Street, 55th Fl, Los Angeles, CA 90071 (c) Citizenship N/A (d) Title of Class of Securities Common Stock (e) CUSIP Number 816851109 Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance Company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c). (d) [ ] Investment Company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). (e) [X] An investment adviser in accordance with Rule 240.13d-1(b)(1)(ii)(E); (f) [ ] An employee benefit plan or endowment fund in accordance with Rule 240.13d-1(b)(1)(ii)(F); (g) [ ] A parent holding company or control person in accordance with Rule 240.13d-1(b)(1)(ii)(G); (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3); (j) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(J). Item 4. Ownership. Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1. (a) Amount Beneficially Owned: 56,098,217 ** (b) Percent of Class: 8.9% (c) Number of shares as to which such person has: (i) sole power to vote or to direct the vote 55,764,521 (ii) shared power to vote or to direct the vote 0 (iii) sole power to dispose or to direct the disposition of 56,098,217 (iv) shared power to dispose or to direct the disposition of 0 **Capital International Investors ("CII") is a division of Capital Research and Management Company ("CRMC"), as well as its investment management subsidiaries and affiliates Capital Bank and Trust Company, Capital International, Inc., Capital International Limited, Capital International Sarl, Capital International K.K., Capital Group Private Client Services, Inc., and Capital Group Investment Management Private Limited (together with CRMC, the "investment management entities"). CII's divisions of each of the investment management entities collectively provide investment management services under the name "Capital International Investors." CII is deemed to be the beneficial owner of 56,098,217 shares or 8.9% of the 629,328,058 shares believed to be outstanding. Item 5. Ownership of Five Percent or Less of Class. If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be t