---
title: "SRE Sempra"
canonical: "https://supercyclehq.com/stock/sempra"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "SRE"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Sempra (SRE)

Sempra is an energy infrastructure holding company with three main platforms.

## AI Exposure Score

**30/100, Growing.** Oncor's Texas transmission buildout is a major pillar of Sempra's capital plan, driven by an ERCOT interconnection queue holding more than 100 gigawatts of requests that include large AI campuses. Diversification across California utilities and LNG infrastructure keeps AI-linked demand a minority driver of the overall business.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $85.97 |
| Change 1d | -0.10% |
| Change 7d | +2.05% |
| Change 30d | +9.68% |
| Change 1y | -4.34% |
| 52-week high | $98.22 |
| 52-week low | $76.89 |
| Market cap | $56.2B |
| P/E | 24.85 |
| EPS | $3.46 |
| Next earnings | 2026-11-05 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NYSE |
| Sector | Utilities |
| Headquarters | San Diego, CA |
| CEO | Jeffrey Walker Martin |
| Employees | 15,938 |
| Website | https://www.sempra.com |
| Buildout layers | [Utilities & Grid](https://supercyclehq.com/category/utilities-grid) |

## What the company does

Sempra is an energy infrastructure holding company with three main platforms. Oncor, its largest business, delivers electricity across much of Texas. San Diego Gas & Electric and SoCalGas serve California, and Sempra Infrastructure develops LNG export and other energy projects. Earnings come mostly from regulated utility rates.

The AI story runs through Texas. Oncor sits at the center of the state's data center boom, with an ERCOT interconnection queue holding more than 100 gigawatts of requests, including large AI campuses. Serving that demand requires record transmission investment, which grows the regulated asset base Sempra earns on.

Formed in 1998 and headquartered in San Diego, California, Sempra employs about 15,938 people and trades on the NYSE.

## Role in the AI buildout

Sempra sits in the Utilities & Grid layer of the AI buildout through Oncor, its Texas transmission and distribution utility. Texas has become a leading destination for AI data centers, and Oncor must build the wires to connect them, with an interconnection queue in ERCOT that exceeds 100 gigawatts of requests. That buildout drives Sempra's record capital plan. California utilities and LNG infrastructure diversify the company away from AI, which is why Supercycle scores the exposure in the Growing band.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $40.9M | 0.54% | increased | 2026-06-30 |

## FAQ

### What does Sempra do?

Sempra owns energy infrastructure across North America: Oncor, the electric delivery utility serving much of Texas; San Diego Gas & Electric and SoCalGas in California; and Sempra Infrastructure, which develops LNG export terminals and other energy projects.

### How is Sempra exposed to AI?

Its Oncor utility is building transmission for the Texas data center boom, with an ERCOT interconnection queue above 100 gigawatts of requests including AI campuses. Supercycle rates it Growing with an AI Exposure Score of 30 out of 100.

### What is Oncor?

Oncor is Sempra's majority-owned electric transmission and distribution utility in Texas, delivering power across the Dallas-Fort Worth area and beyond. It does not generate electricity: it earns regulated returns on the wires connecting generators to homes, businesses, and data centers.

### Who leads Sempra?

Jeffrey Martin serves as CEO. Sempra was formed in 1998, is headquartered in San Diego, California, and employs about 15,938 people. It trades on the NYSE under the ticker SRE.

### Is SRE a pure play AI stock?

No. Sempra is a diversified energy infrastructure company spanning Texas wires, California utilities, and LNG. Supercycle places it in the Growing tier because data center demand is a major growth pillar at Oncor but a minority of the whole company.

---

Source: https://supercyclehq.com/stock/sempra. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.