SEMPRA SRE

Sempra’s live file is led by the June 16 SEC EDGAR 8-K: on June 15, 2026, SDG&E and SoCalGas concurrently filed their 2028 general rate case applications, requesting CPUC approval of test year revenue requirements for 2028 and attrition year adjustments for 2029 through 2031. For a regulated energy holding company, that is not a side note. It is where future allowed revenue, customer bills and the regulated growth argument meet the public record.

Sempra is best read here as an operating energy holding company whose earnings-producing assets sit largely inside subsidiaries, a point made plainly in the June 5 424B2. The supplied rail does not include a product launch, customer-count table, asset map or generation mix. It does include the actual regulatory mechanism now in motion: SDG&E and SoCalGas asking the CPUC to approve requested revenue requirements across the 2028 test year and 2029 through 2031 attrition years.

The filed financial rail gives the current scale. Sempra reported Revenue from Contract with Customer, Excluding Assessed Tax of $3.43B in the 10-Q period ending 2026-03-31, Net Income Attributable to Parent of $1.04B in the same period, diluted EPS of $1.58, and 655.5M diluted weighted average shares outstanding. It also reported Assets of $113.52B, Stockholders’ Equity Attributable to Parent of $32.24B, Cash and Cash Equivalents of $794.0M, Net Cash Provided by Operating Activities of $1.81B, and Inventory, Net of $530.0M for the 10-Q period ending 2026-03-31. The latest 10-K period ending 2025-12-31 shows Revenues of $13.70B and an Increase in Inventories of $64.0M.

The source list does not supply a chart route, price level, moving average or volume statistic, so this report cannot claim a candle pattern or technical signal. The market mechanism visible from the evidence is filing-led: a regulated utility revenue request, a capital structure reminder in the 424B2, employee plan sensitivity to Sempra common stock in the 11-K, and insider transaction disclosure in the June 17 Form 4.

What changed is concrete: the June 16 8-K put the 2028 GRC applications for SDG&E and SoCalGas into the public rail. What remains unproven is equally important: the evidence does not state CPUC approval, a final allowed revenue requirement, a share price reaction, a management forecast, or a new capital return programme. The file deepens when the public record shows the requested revenue requirement table in full, the CPUC response path, and any later company filing that ties the regulatory request to guidance, financing or subsidiary cash flow.