Sempra (SRE) Total Return:25.37%(TTM)
The total return cagr for Sempra (SRE) is +25.37% over the latest trailing 12-month period. The comparable SPY value is +24.32%. Year-to-date total return is +3.63%. Total return includes price appreciation and reinvested dividends.
Growth of $10,000 in SRE
$346,132
(34.6x return)
Invested on Jun 10, 1996
Growth of $10,000 in SPY (S&P 500)
$183,873
(18.4x return)
Invested on Jun 10, 1996
Hypothetical Growth of $10,000
This chart illustrates the cumulative performance of a hypothetical $10,000 investment. It assumes that all dividends paid by both the stock and SPY are reinvested in additional shares on the payment date, showing the true long-term compounding impact of distributions.
Recent Performance Indicators
YTD Total Return
+3.6%
1-Year Total Return
+25.4%
Current Dividend Yield
2.85%
Price CAGR vs. Total Return CAGR
Compound Annual Growth Rate (CAGR) is shown below. The difference between price CAGR and total return CAGR is the compound contribution of dividends reinvested.
| Holding Period | Price CAGR | Total Return CAGR | Dividend Addition |
|---|---|---|---|
| 1 Year | +21.7% | +25.4% | +3.7% |
| 3 Years | +7.2% | +10.6% | +3.5% |
| 5 Years | +5.4% | +8.8% | +3.4% |
| 10 Years | +5.2% | +8.5% | +3.3% |
| 15 Years | +8.6% | +12.0% | +3.4% |
| 20 Years | +7.3% | +10.6% | +3.3% |
About Sempra
Sempra, an energy holding company founded in 1998 and headquartered in San Diego, California, conducts its operations both domestically and internationally. The firm adopted its current name in July 2021, having previously been known as Sempra Energy. Through its San Diego Gas & Electric Company division, Sempra delivers electricity to approximately 3.6 million individuals and natural gas to roughly 3.3 million individuals across a 4,100 square mile service area. The Southern California Gas Company segment manages an extensive natural gas network, encompassing distribution, transmission, and storage infrastructure, which supplies gas to an estimated 22 million people within a 24,000 square mile territory. Furthermore, Sempra's Texas Utilities division specializes in the regulated transmission and distribution of electrical power, serving 3.8 million residential and commercial customers. This segment oversees 140,000 miles of transmission and distribution lines, including 18,249 circuit miles of transmission lines and 1,174 transmission and distribution substations. It also features interconnections to 130 third-party power generation facilities with a combined capacity of 45,403 megawatts.
- Sector
- Utilities
- Industry
- Diversified Utilities
- CEO
- Jeffrey Walker Martin