Cbre Clarion Securities Increased Sempra Energy (SRE) Position by $1.10 Million as Valuation Declined; As Valero Energy (VLO) Stock Price Rose, Prudential Plc Lowered Its Position

August 12, 2018 - By Megan Stone

Valero Energy Corporation (NYSE:VLO) Logo

Cbre Clarion Securities Llc increased its stake in Sempra Energy (SRE) by 71.98% based on its latest 2018Q1 regulatory filing with the SEC. Cbre Clarion Securities Llc bought 9,933 shares as the company’s stock declined 3.94% with the market. The institutional investor held 23,733 shares of the natural gas distribution company at the end of 2018Q1, valued at $2.64M, up from 13,800 at the end of the previous reported quarter. Cbre Clarion Securities Llc who had been investing in Sempra Energy for a number of months, seems to be bullish on the $31.11 billion market cap company. The stock decreased 0.25% or $0.29 during the last trading session, reaching $114.44. About 1.46 million shares traded. Sempra Energy (NYSE:SRE) has declined 8.17% since August 12, 2017 and is downtrending. It has underperformed by 20.74% the S&P500. Some Historical SRE News: 12/03/2018 – Sempra Energy: Debra L. Reed to Retire as President and CEO, Effective May 1; 12/03/2018 – Sempra Energy’s Joseph A. Householder to Succeed Reed as Presiden; 13/04/2018 – MOODY┬┤S AFFIRMS IENOVA’S RATINGS AND CHANGES OUTLOOK TO STABLE; 12/04/2018 – Mexico’s lEnova to invest $130 mln in Baja California fuel terminal; 12/04/2018 – SEMPRA ENERGY -UNIT’S CONTRACT WITH CHEVRON COMBUSTIBLES TO SUPPLY CHEVRON SERVICE STATIONS, OTHER COMMERCIAL, INDUSTRIAL CONSUMERS IN BAJA CALIFORNIA; 07/05/2018 – Sempra Energy Reports Surprise Revenue Decline — Earnings Review; 08/03/2018 – Texas Regulators Approve Sempra Energy’s Majority Ownership Of Oncor; 07/05/2018 – SEMPRA HAS $4B NET OPERATING LOSSES FOR TAXES; 07/05/2018 – Sempra Energy 1Q EPS $1.33; 07/05/2018 – Sempra Energy 1Q Rev $2.96B

Prudential Plc decreased its stake in Valero Energy Corp (VLO) by 0.34% based on its latest 2018Q1 regulatory filing with the SEC. Prudential Plc sold 3,700 shares as the company’s stock rose 27.24% while stock markets declined. The hedge fund held 1.07M shares of the integrated oil company at the end of 2018Q1, valued at $99.50 million, down from 1.08 million at the end of the previous reported quarter. Prudential Plc who had been investing in Valero Energy Corp for a number of months, seems to be less bullish one the $49.31B market cap company. The stock increased 0.20% or $0.23 during the last trading session, reaching $115.37. About 2.06M shares traded. Valero Energy Corporation (NYSE:VLO) has risen 87.89% since August 12, 2017 and is uptrending. It has outperformed by 75.32% the S&P500. Some Historical VLO News: 22/04/2018 – DJ Valero Energy Corporation, Inst Holders, 1Q 2018 (VLO); 26/04/2018 – Valero Energy 1Q Refinery Throughput Capacity Utilization 94%; 17/05/2018 – U.S. REFINERS UP AFTER OIL PRICES HIT HIGHEST LEVEL SINCE NOV 2014, MORGAN STANLEY RAISES U.S. REFINING & MARKETING INDUSTRY VIEW; 23/04/2018 – Texas Emissions: 282631 – VALERO REFINING TEXAS CITY REFINERY; 26/04/2018 – VALERO ENERGY CORP – QTRLY REFINERY THROUGHPUT CAPACITY UTILIZATION WAS 94 PERCENT; 10/04/2018 – Venezuelan crude sales to the United States rose in March; 17/05/2018 – VALERO ENERGY CORP FILES FOR POTENTIAL DEBT SHELF OFFERING; SIZE NOT DISCLOSED – SEC FILING; 14/05/2018 – Pegasus Announces Sale of Pure Biofuels Del Peru to Valero; 23/04/2018 – Trump’s revenge: U.S. oil floods Europe, hurting OPEC and Russia; 16/05/2018 – MOODY’S: SPONSORED MLPS TO CONTINUE BORROWING, BUT AT COST TO SPONSORS’ CREDIT QUALITY

More notable recent Sempra Energy (NYSE:SRE) news were published by: Seekingalpha.com which released: “Sempra Energy 2018 Q2 – Results – Earnings Call Slides” on August 06, 2018, also Fool.com with their article: “Sempra Energy Shakes Things Up in the Second Quarter (Because Someone Told It To)” published on August 09, 2018, Seekingalpha.com published: “Tractor Supply Is A Buy – Cramer’s Lightning Round (8/8/18)” on August 09, 2018. More interesting news about Sempra Energy (NYSE:SRE) were released by: Benzinga.com and their article: “Sempra Energy’s Q2 Earnings Preview” published on July 25, 2018 as well as Seekingalpha.com‘s news article titled: “SoCalGas raises cost estimate of Aliso Canyon gas leak past $1B” with publication date: August 07, 2018.

Investors sentiment decreased to 1 in 2018 Q1. Its down 0.27, from 1.27 in 2017Q4. It turned negative, as 54 investors sold SRE shares while 178 reduced holdings. 63 funds opened positions while 170 raised stakes. 225.19 million shares or 17.16% more from 192.21 million shares in 2017Q4 were reported. Rothschild Il has invested 0.03% in Sempra Energy (NYSE:SRE). Oregon Employees Retirement Fund owns 0.05% invested in Sempra Energy (NYSE:SRE) for 27,079 shares. Panagora Asset holds 0.01% or 29,630 shares in its portfolio. Amp Invsts reported 0.66% of its portfolio in Sempra Energy (NYSE:SRE). 35,344 are held by Covington Cap Management. Fmr Ltd Llc holds 0.09% or 6.86 million shares. Sfe Counsel reported 2,220 shares stake. Nelson Van Denburg & Campbell Wealth Management Grp Llc, a Nebraska-based fund reported 10 shares. Signaturefd Lc, Georgia-based fund reported 550 shares. Personal Advisors owns 3,191 shares. Sumitomo Life Ins Com holds 0.22% in Sempra Energy (NYSE:SRE) or 15,018 shares. Laffer Invests holds 23,220 shares. Ar Asset Mgmt has 0.45% invested in Sempra Energy (NYSE:SRE) for 10,000 shares. Gemmer Asset Management Limited Liability Com accumulated 0.01% or 176 shares. 46 were accumulated by Jones Collombin Investment Counsel.

Since April 5, 2018, it had 0 insider purchases, and 3 selling transactions for $6.14 million activity. REED DEBRA L sold 49,909 shares worth $5.51 million. OUCHI WILLIAM G sold $201,006 worth of Sempra Energy (NYSE:SRE) on Wednesday, May 9.

Among 11 analysts covering Sempra Energy (NYSE:SRE), 5 have Buy rating, 0 Sell and 6 Hold. Therefore 45% are positive. Sempra Energy had 29 analyst reports since September 15, 2015 according to SRatingsIntel. The firm earned “Neutral” rating on Tuesday, May 8 by Bank of America. The firm earned “Neutral” rating on Thursday, October 12 by JP Morgan. Wells Fargo downgraded the shares of SRE in report on Monday, June 11 to “Hold” rating. As per Tuesday, August 7, the company rating was maintained by Bank of America. As per Sunday, July 23, the company rating was maintained by RBC Capital Markets. The stock of Sempra Energy (NYSE:SRE) earned “Outperform” rating by Wells Fargo on Wednesday, February 28. The firm has “Hold” rating by BMO Capital Markets given on Friday, August 4. RBC Capital Markets maintained it with “Buy” rating and $121.0 target in Sunday, November 5 report. On Thursday, August 10 the stock rating was maintained by Morgan Stanley with “Overweight”. The stock has “Buy” rating by RBC Capital Markets on Sunday, August 27.

Cbre Clarion Securities Llc, which manages about $22.77B and $7.74 billion US Long portfolio, decreased its stake in Tallgrass Energy Partners Lp (NYSE:TEP) by 18,666 shares to 32,916 shares, valued at $1.25M in 2018Q1, according to the filing. It also reduced its holding in Kite Realty Group Trust (NYSE:KRG) by 818,146 shares in the quarter, leaving it with 183,600 shares, and cut its stake in Tanger Factory Outlet Centers (NYSE:SKT).

Investors sentiment decreased to 0.89 in Q1 2018. Its down 0.09, from 0.98 in 2017Q4. It dropped, as 49 investors sold VLO shares while 351 reduced holdings. 91 funds opened positions while 264 raised stakes. 321.31 million shares or 3.15% less from 331.76 million shares in 2017Q4 were reported. Morgan Stanley reported 3.41 million shares. Exane Derivatives has invested 0% in Valero Energy Corporation (NYSE:VLO). New Jersey-based Lord Abbett & Co Ltd Com has invested 0.35% in Valero Energy Corporation (NYSE:VLO). Bokf Na holds 0.08% of its portfolio in Valero Energy Corporation (NYSE:VLO) for 28,662 shares. Shufro Rose & Company Limited Liability reported 12,900 shares. Westfield Capital Management Commerce LP owns 587,893 shares or 0.42% of their US portfolio. Fuller And Thaler Asset Mngmt invested in 6,300 shares or 0.01% of the stock. Lazard Asset Mgmt Limited Liability Co stated it has 20,821 shares. Arvest State Bank Tru Division reported 0.75% of its portfolio in Valero Energy Corporation (NYSE:VLO). Cincinnati Corporation has invested 1.83% in Valero Energy Corporation (NYSE:VLO). Oppenheimer And reported 53,949 shares or 0.13% of all its holdings. Sterling Cap Management Ltd Liability Com has invested 0.13% in Valero Energy Corporation (NYSE:VLO). Deroy Devereaux Private Invest Counsel invested 0.1% in Valero Energy Corporation (NYSE:VLO). Atlantic Tru Grp Ltd Liability Corp has invested 0.01% in Valero Energy Corporation (NYSE:VLO). Burney Communication invested in 1.57% or 272,537 shares.

More notable recent Valero Energy Corporation (NYSE:VLO) news were published by: Globenewswire.com which released: “Valero Energy Corporation Declares Regular Cash Dividend on Common Stock” on July 20, 2018, also Seekingalpha.com with their article: “Only a matter of time before Venezuela loses Citgo, analysts say” published on August 10, 2018, Bizjournals.com published: “Permian Basin growth fuels higher profit for NuStar Energy in second quarter” on August 07, 2018. More interesting news about Valero Energy Corporation (NYSE:VLO) were released by: Fool.com and their article: “Better Buy: Calumet Specialty Products Partners LP vs. Valero Energy Corporation” published on July 18, 2018 as well as Bizjournals.com‘s news article titled: “Domestic crude oil discount results in $845 million profit for Valero in second quarter” with publication date: July 27, 2018.

Since May 21, 2018, it had 0 insider purchases, and 3 insider sales for $10.60 million activity. $10.36M worth of stock was sold by Gorder Joseph W on Monday, May 21.

Prudential Plc, which manages about $98.23 billion and $32.03B US Long portfolio, upped its stake in Triumph Group Inc (NYSE:TGI) by 708,900 shares to 959,900 shares, valued at $24.19 million in 2018Q1, according to the filing. It also increased its holding in Wheaton Precious M by 1.24 million shares in the quarter, for a total of 1.55 million shares, and has risen its stake in Capitol Fed Fin In (NASDAQ:CFFN).

Sempra Energy (NYSE:SRE) Institutional Positions Chart

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.

Free Email Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our free daily email newsletter:


Recent Posts