Sempra combines Texas and California regulated utility growth (Oncor, SDG&E, SoCalGas) with US LNG infrastructure leadership (Cameron, Port Arthur). Texas load growth from AI datacenters and reshoring drives Oncor rate base. LNG segment benefits from European energy security demand and Asian buyers. Cleared Biden LNG pause. Capital plan supports mid-single-digit EPS growth with optionality from LNG expansion.
Thesis reviewed May 29, 2026
Sempra is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States59NEUTRALView United States risk detail →🔌Utilities32WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| GEV | GE Vernova Inc. | 36 | +15% | ↓12% | EARLY |
| SO | The Southern Company | 36 | +15% | ↓12% | EARLY |
| CEG | Constellation Energy Corporation | 36 | +24% | ↓12% | EARLY |
| SRE | Sempra | 36 | +13% | ↓12% | EARLY |
| DUK | Duke Energy Corporation | 36 | +14% | ↓12% | EARLY |
| NEE | NextEra Energy Inc. | 36 | +20% | ↓12% | EARLY |
| EXC | Exelon Corporation | 36 | +10% | ↓12% | NEUTRAL |
Investors who hold SRE may also have indirect exposure through these country funds.
Oncor files largest-ever Texas transmission capex plan
Port Arthur LNG Phase 2 FID expected mid-2026
Estimates · Yahoo Finance · Not audited figures