Soros Fund Management, the investment firm founded by George Soros, significantly increased its position in Sempra (SRE), a major energy infrastructure company. According to quarterly securities filings, which reflect holdings as of June 30, 2026, the fund expanded its stake by over 306%, bringing its total investment to a reported value of $40.90 million.
This portfolio change occurred during a period when Sempra was actively engaged in a strategic capital recycling program to fund growth in its Texas and California utilities. The company also reported second-quarter earnings in early August that surpassed analyst expectations. The 13F filing reveals the fund's position at the end of the second quarter and does not reflect any trading activity since that date.