SCHEDULE 13G/A: Wellington Management Group Amends Sempra Stake, Reports 7.47% Beneficial Ownership

Wellington Management Group LLP and its affiliates have filed an amended Schedule 13G, disclosing a beneficial ownership of 7.47% in Sempra's common stock as of March 31, 2025.

Summary

• Wellington Management Group LLP, along with its affiliates Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, filed an Amendment No. 1 to Schedule 13G.
• The filing reports their beneficial ownership in Sempra's common stock (CUSIP 816851109).
• As of March 31, 2025, the aggregate amount beneficially owned by the reporting persons is 48,686,047 shares.
• This represents 7.47% of Sempra's common stock.
• The reporting persons hold shared voting power over 46,744,631 shares and shared dispositive power over 48,686,047 shares.
• They explicitly state that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Sempra.

Sentiment

Score: 5

Explanation: Neutral, as this is a routine disclosure of beneficial ownership by an institutional investor, indicating no immediate positive or negative implications for the company's operations or strategy.

Future Outlook

This Schedule 13G filing does not contain any forward-looking statements or guidance regarding Sempra's future outlook.

Management Comments

• "The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11."

Industry Context

This filing is a routine disclosure of beneficial ownership by a large institutional investment manager in a publicly traded utility company. It does not provide insights into broader industry trends or competitive dynamics.

Stakeholder Impact

• Shareholders: Provides transparency regarding a significant institutional investor's stake in Sempra, confirming a passive investment approach.

Key Dates

Keywords

Sempra, Wellington Management Group, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, SEC Filing, Utility Sector, Investment Management