{ "schema": "theclaudetrader.research_packet.v1", "generated_at": "2026-10-31T18:13:02+00:00", "snapshot_date": "2026-10-31", "about": { "site": "The Claude Trader", "what_this_is": "Evidence-first research record built from SEC XBRL, SEC Form 4 and exchange prices. Deterministic rule scores with every input linked to its source. No recommendations. fair_value_model is a labelled model estimate from SEC filings, not a price target or recommendation (method: /fair-value).", "publishes": "Facts and their provenance only; no holdings, targets, estimates or recommendations.", "how_to_answer": [ "State the snapshot date and each score's data_as_of.", "Quote scores with their status: ok = complete; partial / insufficient = a test was excluded because an input was absent or older than 550 days. Repeat each warning beside the number it affects; a 'stale' warning means the input was used but is older than 120 days (price: 7 days).", "Cite the source URL for any number you repeat.", "Say what is missing; never present holdings or targets as this site's (it has none).", "If asked for a shortlist or portfolio: build it from the user's horizon, risk, benchmark, exclusions and limits; cite inputs, explain inclusion and thesis risks; label weights as your synthesis, distinct from these deterministic scores; no promised outperformance or invented expected returns." ] }, "company": { "ticker": "SRE", "name": "Sempra", "legal_name": "SEMPRA", "cik": "0001032208", "exchange": "NYSE", "industry": "Gas & Other Services Combined", "sic": "4932", "fiscal_year_end": "1231", "is_financial": false, "is_utility": true }, "price": { "value": 86.06, "as_of": "2026-10-30", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "market_cap": { "value": 56274663948.880005, "as_of": "2026-10-30", "unit": "USD", "meaning": "price on the price date x latest reported point-in-time shares (see inputs.share_count_as_of)", "warning": null, "unavailable_reason": null, "inputs": { "traded_price": { "value": 86.06, "as_of": "2026-10-30", "unit": "USD per traded unit (share or ADS)", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "sec_shares_outstanding": { "value": 653900348.0, "unit": "underlying shares", "concept": "SEC cover page 10-Q 0001032208-26-000045 (653,900,348 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1032208/000103220826000045/sre-20260630.htm", "period_end": "2026-08-03", "accession": "0001032208-26-000045", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000045/R1.htm" }, "depositary_ratio": { "value": 1.0, "unit": "underlying shares per traded unit", "status": "domestic", "source": "10-K filer; SEC shares are the traded units", "evidence_url": null, "evidence_form": null, "evidence_filed": null, "body_snippet": null }, "formula": "market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used", "split_adjustment": null, "share_count_as_of": "2026-08-03", "share_count_age_days_at_price_date": 88, "warning": null, "computed": "86.06 (price 2026-10-30) / 1 x 653,900,348 (shares at 2026-08-03) = 56,274,663,949" } }, "scores": { "graham": { "score": 88.5, "status": "ok", "complete": true, "passes_all": false, "summary": "Graham Defensive: 88 of 100 (ok). Adequate size: 13.7 revenue $B \u2192 5.0/5; Debt <= 2x equity (utility rule): 0.96 \u2192 30.0/30; Positive earnings each of 10 years: 10 of 10 \u2192 15.0/15; Dividends every year for 20 years: 20 of 20 \u2192 15.0/15; EPS growth, 3-yr avg now vs 10 yrs ago: 2.58 -> 3.99 (+55%) \u2192 10.0/10; P/E on 3-year average EPS: 21.6 \u2192 5.1/15; P/B <= 1.5, or P/E x P/B <= 22.5: P/B 1.75, product 37.7 \u2192 8.4/10", "data_as_of": "2025-12-31", "history": [ "2013", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 14, "mismatch": 0, "unverified": 21, "not_cross_checked": 2 }, "warnings": [ "stale (warning, input still used): current-period inputs older than 120 days: Revenue, current_assets, current_liabilities, lt_debt, equity; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "Adequate size", "value": 13.7, "unit": "revenue $B", "threshold": ">= 1", "points": 5.0, "max": 5 }, { "test": "2", "name": "Debt <= 2x equity (utility rule)", "value": 0.96, "unit": null, "threshold": "<= 2.0", "points": 30.0, "max": 30, "note": null }, { "test": "3", "name": "Positive earnings each of 10 years", "value": "10 of 10", "threshold": "10 of 10", "points": 15.0, "max": 15 }, { "test": "4", "name": "Dividends every year for 20 years", "value": "20 of 20", "threshold": "20 of 20", "points": 15.0, "max": 15, "missing_years": [], "cross_check": { "verified_years": [ 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 ], "mismatch_years": [], "unverified_years": [ 2006, 2007, 2008, 2009, 2010, 2011, 2012 ] }, "note": null }, { "test": "5", "name": "EPS growth, 3-yr avg now vs 10 yrs ago", "value": "2.58 -> 3.99 (+55%)", "threshold": ">= +33%", "points": 10.0, "max": 10 }, { "test": "6", "name": "P/E on 3-year average EPS", "value": 21.6, "threshold": "<= 15", "points": 5.1, "max": 15, "note": null }, { "test": "7", "name": "P/B <= 1.5, or P/E x P/B <= 22.5", "value": "P/B 1.75, product 37.7", "threshold": "<= 1.5 or <= 22.5", "points": 8.4, "max": 10 } ], "rules_url": "https://theclaudetrader.com/p/graham" }, "magic_formula": { "score": null, "status": "not scored", "summary": "Not scored: not scored.", "warnings": [], "components": [] }, "momentum": { "score": 39.4, "status": "ok", "complete": true, "passes_all": null, "summary": "Momentum: 39 of 100 (ok). 12-1 month return: -13.1 % \u2192 10.7/50; 6 month return: -8.1 % \u2192 4.7/20; Price / 52-week high: 0.876 \u2192 13.1/15; Volatility penalty (60d annualised): 22.4 % \u2192 10.9/15", "data_as_of": "2026-10-30", "history": [ null, null ], "price_as_of": "2026-10-30", "coverage": null, "verification": null, "warnings": [], "components": [ { "name": "12-1 month return", "value": -13.1, "unit": "%", "percentile": 21.3, "points": 10.7, "max": 50 }, { "name": "6 month return", "value": -8.1, "unit": "%", "percentile": 23.5, "points": 4.7, "max": 20 }, { "name": "Price / 52-week high", "value": 0.876, "points": 13.1, "max": 15 }, { "name": "Volatility penalty (60d annualised)", "value": 22.4, "unit": "%", "points": 10.9, "max": 15 } ], "rules_url": "https://theclaudetrader.com/p/momentum" }, "insider": { "score": 0.0, "status": "no open-market transactions in window", "complete": true, "passes_all": null, "summary": "Insider: 0 of 100 (no open-market transactions in window). Open-market buy value / market cap (percentile among buyers): 0.0 bp \u2192 0.0/35; Distinct buyers: 0 \u2192 0.0/25; Buyer seniority: 0.0 \u2192 0.0/20; Recency (half-life 30d): 0.0 \u2192 0.0/10; Sales penalty (excludes 10b5-1 plan sales): 0.0 bp \u2192 -0.0/0", "data_as_of": "2026-10-30", "history": [ null, null ], "price_as_of": null, "coverage": { "window_start": "2026-08-02", "through": "2026-10-30", "missing_days": 1, "note": "Form 4 data loaded through 2026-10-30" }, "verification": null, "warnings": [], "components": [ { "name": "Open-market buy value / market cap (percentile among buyers)", "value": 0.0, "unit": "bp", "points": 0.0, "max": 35 }, { "name": "Distinct buyers", "value": 0, "points": 0.0, "max": 25 }, { "name": "Buyer seniority", "value": 0.0, "points": 0.0, "max": 20 }, { "name": "Recency (half-life 30d)", "value": 0.0, "points": 0.0, "max": 10 }, { "name": "Sales penalty (excludes 10b5-1 plan sales)", "value": 0.0, "unit": "bp", "points": -0.0, "max": 0 } ], "rules_url": "https://theclaudetrader.com/p/insider" }, "buffett": { "score": 29.8, "status": "partial: 5", "complete": false, "passes_all": false, "summary": "Buffett Quality: 30 of 100 (partial: 5). Average return on equity (net income / year-end equity): 9.3% over 8 yrs \u2192 4.8/25; Profitable every year: 10 of 10 \u2192 15.0/15; Net income growth, 3-yr average now vs start of window: +16.0% a year \u2192 10.0/10; Borrowings / 3-yr average earnings (years to repay): 13.3 years \u2192 0.0/15; Operating margin, 5-yr average: insufficient (needs at least 4 of the last 5 years); Free cash flow / net income, 5-yr (operating cash flow minus capex): -1.51 \u2192 0.0/10; Owner-earnings yield (3-yr avg free cash flow / market cap): -6.8% \u2192 0.0/15", "data_as_of": "2026-03-31", "history": [ "2016", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 38, "not_cross_checked": 2 }, "warnings": [ "partial score: tests 5 could not be computed; not comparable with complete scores", "stale (warning, input still used): current-period inputs older than 120 days: debt_incl_current, debt_short; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "Average return on equity (net income / year-end equity)", "value": "9.3% over 8 yrs", "threshold": ">= 15%", "points": 4.8, "max": 25 }, { "test": "2", "name": "Profitable every year", "value": "10 of 10", "threshold": "all years", "points": 15.0, "max": 15 }, { "test": "3", "name": "Net income growth, 3-yr average now vs start of window", "value": "+16.0% a year", "threshold": ">= +10%", "points": 10.0, "max": 10 }, { "test": "4", "name": "Borrowings / 3-yr average earnings (years to repay)", "value": 13.3, "threshold": "<= 4", "points": 0.0, "max": 15, "unit": "years", "note": "LongTermDebt (incl. current maturities) + short-term borrowings" }, { "test": "5", "name": "Operating margin, 5-yr average", "value": "0 years with operating income and revenue", "threshold": ">= 20%", "points": null, "max": 10, "note": "needs at least 4 of the last 5 years" }, { "test": "6", "name": "Free cash flow / net income, 5-yr (operating cash flow minus capex)", "value": "-1.51", "threshold": ">= 1.0", "points": 0.0, "max": 10 }, { "test": "7", "name": "Owner-earnings yield (3-yr avg free cash flow / market cap)", "value": "-6.8%", "threshold": ">= 7%", "points": 0.0, "max": 15 } ], "rules_url": "https://theclaudetrader.com/p/buffett" }, "lynch": { "score": 18.2, "status": "ok", "complete": true, "passes_all": false, "summary": "Lynch GARP: 18 of 100 (ok). PEG: P/E divided by 5-yr EPS growth (in % points): None \u2192 0.0/30; EPS growth, 5-yr compound rate: -15.6% a year \u2192 0.0/20; P/E on latest annual EPS: 31.3 \u2192 5.8/10; Borrowings / equity: 1.07 \u2192 6.4/15; Years of the last 5 in which EPS rose: 2 of 5 \u2192 6.0/15; Net cash (cash minus borrowings) / market cap: -60.0% \u2192 0.0/10", "data_as_of": "2026-03-31", "history": [ "2020", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 6, "not_cross_checked": 1 }, "warnings": [ "stale (warning, input still used): current-period inputs older than 120 days: debt_incl_current, debt_short, equity, cash; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "PEG: P/E divided by 5-yr EPS growth (in % points)", "value": null, "threshold": "<= 1.0", "points": 0.0, "max": 30, "note": "earnings not positive in both years, or growth not positive: PEG undefined" }, { "test": "2", "name": "EPS growth, 5-yr compound rate", "value": "-15.6% a year", "threshold": "12% to 35% a year", "points": 0.0, "max": 20 }, { "test": "3", "name": "P/E on latest annual EPS", "value": 31.3, "threshold": "<= 25", "points": 5.8, "max": 10 }, { "test": "4", "name": "Borrowings / equity", "value": 1.07, "threshold": "<= 0.5", "points": 6.4, "max": 15, "note": "LongTermDebt (incl. current maturities) + short-term borrowings" }, { "test": "5", "name": "Years of the last 5 in which EPS rose", "value": "2 of 5", "threshold": "5 of 5", "points": 6.0, "max": 15 }, { "test": "6", "name": "Net cash (cash minus borrowings) / market cap", "value": "-60.0%", "threshold": ">= +10%", "points": 0.0, "max": 10 } ], "rules_url": "https://theclaudetrader.com/p/lynch" }, "graham_enterprising": { "score": 50.9, "status": "ok", "complete": true, "passes_all": false, "summary": "Graham Enterprising: 51 of 100 (ok). Current ratio: 1.69 \u2192 15.0/15; Borrowings vs working capital: 2.34 x \u2192 0.0/15; No earnings deficit in the last 5 years: 5 of 5 profitable \u2192 15.0/15; Pays a current dividend: yes \u2192 10.0/10; EPS higher than five years earlier: 6.44 -> 2.75 \u2192 0.0/10; Price / book value per share: 1.75 \u2192 10.9/20; Price / net current asset value per share (current assets minus all liabilities): None \u2192 0.0/15", "data_as_of": "2026-03-31", "history": [ "2020", "2025" ], "price_as_of": "2026-10-30", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 12, "not_cross_checked": 3 }, "warnings": [ "stale (warning, input still used): current-period inputs older than 120 days: current_assets, current_liabilities, debt_incl_current, debt_short, equity; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "Current ratio", "value": 1.69, "threshold": ">= 1.5", "points": 15.0, "max": 15 }, { "test": "2", "name": "Borrowings vs working capital", "value": 2.34, "threshold": "<= 1.1x", "points": 0.0, "max": 15, "unit": "x", "note": "LongTermDebt (incl. current maturities) + short-term borrowings" }, { "test": "3", "name": "No earnings deficit in the last 5 years", "value": "5 of 5 profitable", "threshold": "5 of 5", "points": 15.0, "max": 15 }, { "test": "4", "name": "Pays a current dividend", "value": "yes", "threshold": "yes", "points": 10.0, "max": 10 }, { "test": "5", "name": "EPS higher than five years earlier", "value": "6.44 -> 2.75", "threshold": "higher", "points": 0.0, "max": 10 }, { "test": "6", "name": "Price / book value per share", "value": 1.75, "threshold": "<= 1.2", "points": 10.9, "max": 20, "note": "book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)" }, { "test": "7", "name": "Price / net current asset value per share (current assets minus all liabilities)", "value": null, "threshold": "<= 0.67", "points": 0.0, "max": 15, "note": "net current asset value not positive" } ], "rules_url": "https://theclaudetrader.com/p/graham_enterprising" }, "piotroski": { "score": 66.7, "status": "partial: 8", "complete": false, "passes_all": false, "summary": "Piotroski F-Score: 67 of 100 (partial: 8). Return on assets is positive: 1.7% \u2192 11.11111111111111/11.11111111111111; Operating cash flow is positive: 4,565M \u2192 11.11111111111111/11.11111111111111; Return on assets improved on the prior year: 3.0% -> 1.7% \u2192 0.0/11.11111111111111; Operating cash flow exceeds net income (accruals): 4,565M vs 1,837M \u2192 11.11111111111111/11.11111111111111; Long-term debt / assets fell: 32.8% -> 26.1% \u2192 11.11111111111111/11.11111111111111; Current ratio improved: 0.55 -> 1.59 \u2192 11.11111111111111/11.11111111111111; No new shares issued (share count did not rise): 652M -> 654M \u2192 11.11111111111111/11.11111111111111; Operating margin improved (stand-in for gross margin, which the dataset does not carry): insufficient (an input is not reported for one of the two years); Asset turnover (revenue / assets) improved: 0.14 -> 0.12 \u2192 0.0/11.11111111111111", "data_as_of": null, "history": [ "2024", "2026" ], "price_as_of": null, "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 23, "not_cross_checked": 0 }, "warnings": [ "partial score: tests 8 could not be computed; not comparable with complete scores" ], "components": [ { "test": "1", "name": "Return on assets is positive", "value": "1.7%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "2", "name": "Operating cash flow is positive", "value": "4,565M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "3", "name": "Return on assets improved on the prior year", "value": "3.0% -> 1.7%", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 }, { "test": "4", "name": "Operating cash flow exceeds net income (accruals)", "value": "4,565M vs 1,837M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "5", "name": "Long-term debt / assets fell", "value": "32.8% -> 26.1%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "6", "name": "Current ratio improved", "value": "0.55 -> 1.59", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "7", "name": "No new shares issued (share count did not rise)", "value": "652M -> 654M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "8", "name": "Operating margin improved (stand-in for gross margin, which the dataset does not carry)", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "9", "name": "Asset turnover (revenue / assets) improved", "value": "0.14 -> 0.12", "threshold": "pass = 1", "points": 0.0, "max": 11.11111111111111 } ], "rules_url": "https://theclaudetrader.com/p/piotroski" } }, "inputs_by_philosophy": { "graham": [ { "name": "Price (close, per traded unit)", "value": 86.06, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-30", "age_days": 1, "stale": false }, { "name": "Revenue", "value": 13702000000.0, "kind": "current", "source": "SEC XBRL Revenues", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25856084, "verified": "unverified", "age_days": 304, "stale": true }, { "name": "current_assets", "value": 36203000000.0, "kind": "current", "source": "SEC XBRL AssetsCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 25913169, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "current_liabilities", "value": 21439000000.0, "kind": "current", "source": "SEC XBRL LiabilitiesCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 25940365, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "lt_debt", "value": 30847000000.0, "kind": "current", "source": "SEC XBRL LongTermDebtAndCapitalLeaseObligations", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 25989883, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "equity", "value": 32239000000.0, "kind": "current", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 26076154, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "Net income FY2016", "value": 1370000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652118000019/", "period": "2016-12-31", "accession": "0000086521-18-000019", "fact_id": 20688048, "verified": "unverified", "age_days": 3591 }, { "name": "Net income FY2017", "value": 256000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652118000019/", "period": "2017-12-31", "accession": "0000086521-18-000019", "fact_id": 20694702, "verified": "unverified", "age_days": 3226 }, { "name": "Net income FY2018", "value": 1126000000.0, "kind": "history", "source": "SEC XBRL ProfitLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220821000007/", "period": "2018-12-31", "accession": "0001032208-21-000007", "fact_id": 20705478, "verified": "unverified", "age_days": 2861 }, { "name": "Net income FY2019", "value": 2362000000.0, "kind": "history", "source": "SEC XBRL ProfitLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220822000007/", "period": "2019-12-31", "accession": "0001032208-22-000007", "fact_id": 20711978, "verified": "unverified", "age_days": 2496 }, { "name": "Net income FY2020", "value": 4105000000.0, "kind": "history", "source": "SEC XBRL ProfitLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220823000008/", "period": "2020-12-31", "accession": "0001032208-23-000008", "fact_id": 20718669, "verified": "unverified", "age_days": 2130 }, { "name": "Net income FY2021", "value": 1318000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220824000007/", "period": "2021-12-31", "accession": "0001032208-24-000007", "fact_id": 20720625, "verified": "unverified", "age_days": 1765 }, { "name": "Net income FY2022", "value": 2139000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220825000012/", "period": "2022-12-31", "accession": "0001032208-25-000012", "fact_id": 20727744, "verified": "unverified", "age_days": 1400 }, { "name": "Net income FY2023", "value": 3075000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2023-12-31", "accession": "0001032208-26-000010", "fact_id": 20734720, "verified": "unverified", "age_days": 1035 }, { "name": "Net income FY2024", "value": 2862000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 20741261, "verified": "unverified", "age_days": 669 }, { "name": "Net income FY2025", "value": 1837000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25861497, "verified": "unverified", "age_days": 304 }, { "name": "Dividend years (Yahoo)", "value": [ 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 ], "kind": "history", "source": "Yahoo Finance dividend history", "url": "https://finance.yahoo.com/quote/SRE/history?filter=div", "period": null, "verified": "verified (partly: XBRL covers 13 of 20 years)", "note": "XBRL dividends-per-share facts cover 13 of the 20 years" }, { "name": "Dividends per share FY2013 (XBRL)", "value": 2.52, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652116000091/", "period": "2013-12-31", "accession": "0000086521-16-000091", "fact_id": 20886577, "verified": "verified", "age_days": 4687 }, { "name": "Dividends per share FY2014 (XBRL)", "value": 2.64, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652117000017/", "period": "2014-12-31", "accession": "0000086521-17-000017", "fact_id": 20888414, "verified": "verified", "age_days": 4322 }, { "name": "Dividends per share FY2015 (XBRL)", "value": 2.8, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652118000019/", "period": "2015-12-31", "accession": "0000086521-18-000019", "fact_id": 20890240, "verified": "verified", "age_days": 3957 }, { "name": "Dividends per share FY2016 (XBRL)", "value": 3.02, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652119000014/", "period": "2016-12-31", "accession": "0000086521-19-000014", "fact_id": 20892048, "verified": "verified", "age_days": 3591 }, { "name": "Dividends per share FY2017 (XBRL)", "value": 3.29, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220820000006/", "period": "2017-12-31", "accession": "0001032208-20-000006", "fact_id": 20893824, "verified": "verified", "age_days": 3226 }, { "name": "Dividends per share FY2018 (XBRL)", "value": 3.58, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220821000007/", "period": "2018-12-31", "accession": "0001032208-21-000007", "fact_id": 20895561, "verified": "verified", "age_days": 2861 }, { "name": "Dividends per share FY2019 (XBRL)", "value": 3.87, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220822000007/", "period": "2019-12-31", "accession": "0001032208-22-000007", "fact_id": 20897238, "verified": "verified", "age_days": 2496 }, { "name": "Dividends per share FY2020 (XBRL)", "value": 4.18, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220823000008/", "period": "2020-12-31", "accession": "0001032208-23-000008", "fact_id": 20898865, "verified": "verified", "age_days": 2130 }, { "name": "Dividends per share FY2021 (XBRL)", "value": 2.2, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220824000007/", "period": "2021-12-31", "accession": "0001032208-24-000007", "fact_id": 20900445, "verified": "verified", "age_days": 1765 }, { "name": "Dividends per share FY2022 (XBRL)", "value": 2.29, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220825000012/", "period": "2022-12-31", "accession": "0001032208-25-000012", "fact_id": 20902050, "verified": "verified", "age_days": 1400 }, { "name": "Dividends per share FY2023 (XBRL)", "value": 2.38, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2023-12-31", "accession": "0001032208-26-000010", "fact_id": 20903693, "verified": "verified", "age_days": 1035 }, { "name": "Dividends per share FY2024 (XBRL)", "value": 2.48, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 20905328, "verified": "verified", "age_days": 669 }, { "name": "Dividends per share FY2025 (XBRL)", "value": 2.58, "kind": "history", "source": "SEC XBRL CommonStockDividendsPerShareDeclared", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25877195, "verified": "verified", "age_days": 304 }, { "name": "EPS diluted FY2014", "value": 2.315, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652117000017/", "period": "2014-12-31", "accession": "0000086521-17-000017", "fact_id": 20758798, "verified": "unverified", "note": "as reported 4.63, split factor 2", "age_days": 4322 }, { "name": "EPS diluted FY2015", "value": 2.685, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652118000019/", "period": "2015-12-31", "accession": "0000086521-18-000019", "fact_id": 20763111, "verified": "unverified", "note": "as reported 5.37, split factor 2", "age_days": 3957 }, { "name": "EPS diluted FY2016", "value": 2.73, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652119000014/", "period": "2016-12-31", "accession": "0000086521-19-000014", "fact_id": 20767209, "verified": "unverified", "note": "as reported 5.46, split factor 2", "age_days": 3591 }, { "name": "EPS diluted FY2023", "value": 4.79, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2023-12-31", "accession": "0001032208-26-000010", "fact_id": 20799533, "verified": "unverified", "age_days": 1035 }, { "name": "EPS diluted FY2024", "value": 4.42, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 20805399, "verified": "unverified", "age_days": 669 }, { "name": "EPS diluted FY2025", "value": 2.75, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25867603, "verified": "unverified", "age_days": 304 }, { "name": "Shares outstanding", "value": 653900348.0, "kind": "current", "source": "SEC cover page 10-Q 0001032208-26-000045 (653,900,348 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1032208/000103220826000045/sre-20260630.htm", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000045/R1.htm", "period": "2026-08-03", "accession": "0001032208-26-000045", "fact_id": 26170912, "age_days": 89, "stale": false } ], "magic_formula": [], "momentum": [ { "name": "Adjusted close series (14 months)", "value": 86.06, "kind": "price", "source": "Yahoo Finance / Alpaca Market Data daily history", "url": null, "period": "2026-10-30", "age_days": 1, "stale": false } ], "insider": [], "buffett": [ { "name": "Price (close, per traded unit)", "value": 86.06, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-30", "age_days": 1, "stale": false }, { "name": "Net income FY2018", "value": 1126000000.0, "kind": "history", "source": "SEC XBRL ProfitLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220821000007/", "period": "2018-12-31", "accession": "0001032208-21-000007", "fact_id": 20705478, "verified": "unverified", "age_days": 2861 }, { "name": "Equity at FY2018 end", "value": 17138000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220820000006/", "period": "2018-12-31", "accession": "0001032208-20-000006", "fact_id": 22762276, "verified": "unverified", "age_days": 2861 }, { "name": "Net income FY2019", "value": 2362000000.0, "kind": "history", "source": "SEC XBRL ProfitLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220822000007/", "period": "2019-12-31", "accession": "0001032208-22-000007", "fact_id": 20711978, "verified": "unverified", "age_days": 2496 }, { "name": "Equity at FY2019 end", "value": 19929000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220822000007/", "period": "2019-12-31", "accession": "0001032208-22-000007", "fact_id": 22787279, "verified": "unverified", "age_days": 2496 }, { "name": "Net income FY2020", "value": 4105000000.0, "kind": "history", "source": "SEC XBRL ProfitLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220823000008/", "period": "2020-12-31", "accession": "0001032208-23-000008", "fact_id": 20718669, "verified": "unverified", "age_days": 2130 }, { "name": "Equity at FY2020 end", "value": 23373000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220822000007/", "period": "2020-12-31", "accession": "0001032208-22-000007", "fact_id": 22811977, "verified": "unverified", "age_days": 2130 }, { "name": "Net income FY2021", "value": 1318000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220824000007/", "period": "2021-12-31", "accession": "0001032208-24-000007", "fact_id": 20720625, "verified": "unverified", "age_days": 1765 }, { "name": "Equity at FY2021 end", "value": 25981000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220823000008/", "period": "2021-12-31", "accession": "0001032208-23-000008", "fact_id": 22837942, "verified": "unverified", "age_days": 1765 }, { "name": "Net income FY2022", "value": 2139000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220825000012/", "period": "2022-12-31", "accession": "0001032208-25-000012", "fact_id": 20727744, "verified": "unverified", "age_days": 1400 }, { "name": "Equity at FY2022 end", "value": 27115000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220824000007/", "period": "2022-12-31", "accession": "0001032208-24-000007", "fact_id": 22866093, "verified": "unverified", "age_days": 1400 }, { "name": "Net income FY2023", "value": 3075000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2023-12-31", "accession": "0001032208-26-000010", "fact_id": 20734720, "verified": "unverified", "age_days": 1035 }, { "name": "Equity at FY2023 end", "value": 28675000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220825000012/", "period": "2023-12-31", "accession": "0001032208-25-000012", "fact_id": 22893747, "verified": "unverified", "age_days": 1035 }, { "name": "Net income FY2024", "value": 2862000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 20741261, "verified": "unverified", "age_days": 669 }, { "name": "Equity at FY2024 end", "value": 31222000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 22919352, "verified": "unverified", "age_days": 669 }, { "name": "Net income FY2025", "value": 1837000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25861497, "verified": "unverified", "age_days": 304 }, { "name": "Equity at FY2025 end", "value": 31594000000.0, "kind": "history", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2025-12-31", "accession": "0001032208-26-000030", "fact_id": 26046794, "verified": "unverified", "age_days": 304 }, { "name": "Net income FY2016", "value": 1370000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652118000019/", "period": "2016-12-31", "accession": "0000086521-18-000019", "fact_id": 20688048, "verified": "unverified", "age_days": 3591 }, { "name": "Net income FY2017", "value": 256000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652118000019/", "period": "2017-12-31", "accession": "0000086521-18-000019", "fact_id": 20694702, "verified": "unverified", "age_days": 3226 }, { "name": "Net income FY2018", "value": 1126000000.0, "kind": "history", "source": "SEC XBRL ProfitLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220821000007/", "period": "2018-12-31", "accession": "0001032208-21-000007", "fact_id": 20705478, "verified": "unverified", "age_days": 2861 }, { "name": "Net income FY2019", "value": 2362000000.0, "kind": "history", "source": "SEC XBRL ProfitLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220822000007/", "period": "2019-12-31", "accession": "0001032208-22-000007", "fact_id": 20711978, "verified": "unverified", "age_days": 2496 }, { "name": "Net income FY2020", "value": 4105000000.0, "kind": "history", "source": "SEC XBRL ProfitLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220823000008/", "period": "2020-12-31", "accession": "0001032208-23-000008", "fact_id": 20718669, "verified": "unverified", "age_days": 2130 }, { "name": "Net income FY2021", "value": 1318000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220824000007/", "period": "2021-12-31", "accession": "0001032208-24-000007", "fact_id": 20720625, "verified": "unverified", "age_days": 1765 }, { "name": "Net income FY2022", "value": 2139000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220825000012/", "period": "2022-12-31", "accession": "0001032208-25-000012", "fact_id": 20727744, "verified": "unverified", "age_days": 1400 }, { "name": "Net income FY2023", "value": 3075000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2023-12-31", "accession": "0001032208-26-000010", "fact_id": 20734720, "verified": "unverified", "age_days": 1035 }, { "name": "Net income FY2024", "value": 2862000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 20741261, "verified": "unverified", "age_days": 669 }, { "name": "Net income FY2025", "value": 1837000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25861497, "verified": "unverified", "age_days": 304 }, { "name": "debt_incl_current", "value": 30847000000.0, "kind": "current", "source": "SEC XBRL LongTermDebtAndCapitalLeaseObligations", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 3840476, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "debt_short", "value": 3708000000.0, "kind": "current", "source": "SEC XBRL ShortTermBorrowings", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 26013949, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "Operating cash flow FY2021", "value": 3842000000.0, "kind": "history", "source": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220824000007/", "period": "2021-12-31", "accession": "0001032208-24-000007", "fact_id": 20957434, "verified": "unverified", "age_days": 1765 }, { "name": "Capital expenditure FY2021", "value": 5015000000.0, "kind": "history", "source": "SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback)", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220824000007/", "period": "2021-12-31", "accession": "0001032208-24-000007", "fact_id": 20276383, "verified": "unverified", "age_days": 1765 }, { "name": "Operating cash flow FY2022", "value": 1142000000.0, "kind": "history", "source": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220825000012/", "period": "2022-12-31", "accession": "0001032208-25-000012", "fact_id": 20964430, "verified": "unverified", "age_days": 1400 }, { "name": "Capital expenditure FY2022", "value": 5357000000.0, "kind": "history", "source": "SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback)", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220825000012/", "period": "2022-12-31", "accession": "0001032208-25-000012", "fact_id": 20276384, "verified": "unverified", "age_days": 1400 }, { "name": "Operating cash flow FY2023", "value": 6218000000.0, "kind": "history", "source": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2023-12-31", "accession": "0001032208-26-000010", "fact_id": 20971291, "verified": "unverified", "age_days": 1035 }, { "name": "Capital expenditure FY2023", "value": 8397000000.0, "kind": "history", "source": "SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback)", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2023-12-31", "accession": "0001032208-26-000010", "fact_id": 20276385, "verified": "unverified", "age_days": 1035 }, { "name": "Operating cash flow FY2024", "value": 4907000000.0, "kind": "history", "source": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 20977730, "verified": "unverified", "age_days": 669 }, { "name": "Capital expenditure FY2024", "value": 8215000000.0, "kind": "history", "source": "SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback)", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 20276386, "verified": "unverified", "age_days": 669 }, { "name": "Operating cash flow FY2025", "value": 4565000000.0, "kind": "history", "source": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25879651, "verified": "unverified", "age_days": 304 }, { "name": "Capital expenditure FY2025", "value": 10612000000.0, "kind": "history", "source": "SEC XBRL PaymentsToAcquireProductiveAssets (10-K via companyfacts; capex fallback)", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 20276387, "verified": "unverified", "age_days": 304 }, { "name": "Shares outstanding", "value": 653900348.0, "kind": "current", "source": "SEC cover page 10-Q 0001032208-26-000045 (653,900,348 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1032208/000103220826000045/sre-20260630.htm", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000045/R1.htm", "period": "2026-08-03", "accession": "0001032208-26-000045", "fact_id": 26170912, "age_days": 89, "stale": false } ], "lynch": [ { "name": "Price (close, per traded unit)", "value": 86.06, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-30", "age_days": 1, "stale": false }, { "name": "EPS diluted FY2025", "value": 2.75, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25867603, "verified": "unverified", "age_days": 304 }, { "name": "EPS diluted FY2020", "value": 6.44, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220823000008/", "period": "2020-12-31", "accession": "0001032208-23-000008", "fact_id": 20782782, "verified": "unverified", "note": "as reported 12.88, split factor 2", "age_days": 2130 }, { "name": "debt_incl_current", "value": 30847000000.0, "kind": "current", "source": "SEC XBRL LongTermDebtAndCapitalLeaseObligations", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 3840476, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "debt_short", "value": 3708000000.0, "kind": "current", "source": "SEC XBRL ShortTermBorrowings", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 26013949, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "equity", "value": 32239000000.0, "kind": "current", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 26076154, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "cash", "value": 794000000.0, "kind": "current", "source": "SEC XBRL CashAndCashEquivalentsAtCarryingValue", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 26110068, "verified": "unverified", "age_days": 214, "stale": true } ], "graham_enterprising": [ { "name": "Price (close, per traded unit)", "value": 86.06, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-30", "age_days": 1, "stale": false }, { "name": "current_assets", "value": 36203000000.0, "kind": "current", "source": "SEC XBRL AssetsCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 25913169, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "current_liabilities", "value": 21439000000.0, "kind": "current", "source": "SEC XBRL LiabilitiesCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 25940365, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "debt_incl_current", "value": 30847000000.0, "kind": "current", "source": "SEC XBRL LongTermDebtAndCapitalLeaseObligations", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 3840476, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "debt_short", "value": 3708000000.0, "kind": "current", "source": "SEC XBRL ShortTermBorrowings", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 26013949, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "Net income FY2021", "value": 1318000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220824000007/", "period": "2021-12-31", "accession": "0001032208-24-000007", "fact_id": 20720625, "verified": "unverified", "age_days": 1765 }, { "name": "Net income FY2022", "value": 2139000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220825000012/", "period": "2022-12-31", "accession": "0001032208-25-000012", "fact_id": 20727744, "verified": "unverified", "age_days": 1400 }, { "name": "Net income FY2023", "value": 3075000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2023-12-31", "accession": "0001032208-26-000010", "fact_id": 20734720, "verified": "unverified", "age_days": 1035 }, { "name": "Net income FY2024", "value": 2862000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 20741261, "verified": "unverified", "age_days": 669 }, { "name": "Net income FY2025", "value": 1837000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25861497, "verified": "unverified", "age_days": 304 }, { "name": "Dividend years (Yahoo)", "value": [ 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 ], "kind": "history", "source": "Yahoo Finance dividend history", "url": "https://finance.yahoo.com/quote/SRE/history?filter=div", "period": null }, { "name": "EPS diluted FY2025", "value": 2.75, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25867603, "verified": "unverified", "age_days": 304 }, { "name": "EPS diluted FY2020", "value": 6.44, "kind": "history", "source": "SEC XBRL EarningsPerShareDiluted", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220823000008/", "period": "2020-12-31", "accession": "0001032208-23-000008", "fact_id": 20782782, "verified": "unverified", "age_days": 2130 }, { "name": "equity", "value": 32239000000.0, "kind": "current", "source": "SEC XBRL StockholdersEquity", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2026-03-31", "accession": "0001032208-26-000030", "fact_id": 26076154, "verified": "unverified", "age_days": 214, "stale": true }, { "name": "Shares outstanding", "value": 653900348.0, "kind": "current", "source": "SEC cover page 10-Q 0001032208-26-000045 (653,900,348 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1032208/000103220826000045/sre-20260630.htm", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000045/R1.htm", "period": "2026-08-03", "accession": "0001032208-26-000045", "fact_id": 26170912, "age_days": 89, "stale": false } ], "piotroski": [ { "name": "net_income 2025-12-31", "value": 1837000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25861497, "verified": "unverified", "age_days": 304 }, { "name": "total_assets 2025-12-31", "value": 110878000000.0, "kind": "history", "source": "SEC XBRL Assets", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2025-12-31", "accession": "0001032208-26-000030", "fact_id": 25945093, "verified": "unverified", "age_days": 304 }, { "name": "cfo 2025-12-31", "value": 4565000000.0, "kind": "history", "source": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25879651, "verified": "unverified", "age_days": 304 }, { "name": "net_income 2025-12-31", "value": 1837000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25861497, "verified": "unverified", "age_days": 304 }, { "name": "net_income 2024-12-31", "value": 2862000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 20741261, "verified": "unverified", "age_days": 669 }, { "name": "total_assets 2025-12-31", "value": 110878000000.0, "kind": "history", "source": "SEC XBRL Assets", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2025-12-31", "accession": "0001032208-26-000030", "fact_id": 25945093, "verified": "unverified", "age_days": 304 }, { "name": "total_assets 2024-12-31", "value": 96155000000.0, "kind": "history", "source": "SEC XBRL Assets", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 21929392, "verified": "unverified", "age_days": 669 }, { "name": "cfo 2025-12-31", "value": 4565000000.0, "kind": "history", "source": "SEC XBRL NetCashProvidedByUsedInOperatingActivities", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25879651, "verified": "unverified", "age_days": 304 }, { "name": "net_income 2025-12-31", "value": 1837000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25861497, "verified": "unverified", "age_days": 304 }, { "name": "lt_debt 2025-12-31", "value": 28979000000.0, "kind": "history", "source": "SEC XBRL LongTermDebtAndCapitalLeaseObligations", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2025-12-31", "accession": "0001032208-26-000030", "fact_id": 25980377, "verified": "unverified", "age_days": 304 }, { "name": "lt_debt 2024-12-31", "value": 31558000000.0, "kind": "history", "source": "SEC XBRL LongTermDebtAndCapitalLeaseObligations", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 22086921, "verified": "unverified", "age_days": 669 }, { "name": "total_assets 2025-12-31", "value": 110878000000.0, "kind": "history", "source": "SEC XBRL Assets", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2025-12-31", "accession": "0001032208-26-000030", "fact_id": 25945093, "verified": "unverified", "age_days": 304 }, { "name": "total_assets 2024-12-31", "value": 96155000000.0, "kind": "history", "source": "SEC XBRL Assets", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 21929392, "verified": "unverified", "age_days": 669 }, { "name": "current_assets 2025-12-31", "value": 34837000000.0, "kind": "history", "source": "SEC XBRL AssetsCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2025-12-31", "accession": "0001032208-26-000030", "fact_id": 25890298, "verified": "unverified", "age_days": 304 }, { "name": "current_assets 2024-12-31", "value": 5285000000.0, "kind": "history", "source": "SEC XBRL AssetsCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 21323511, "verified": "unverified", "age_days": 669 }, { "name": "current_liabilities 2025-12-31", "value": 21894000000.0, "kind": "history", "source": "SEC XBRL LiabilitiesCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2025-12-31", "accession": "0001032208-26-000030", "fact_id": 25917564, "verified": "unverified", "age_days": 304 }, { "name": "current_liabilities 2024-12-31", "value": 9676000000.0, "kind": "history", "source": "SEC XBRL LiabilitiesCurrent", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 21596403, "verified": "unverified", "age_days": 669 }, { "name": "shares_out 2026-08-03", "value": 653900348.0, "kind": "history", "source": "SEC cover page 10-Q 0001032208-26-000045 (653,900,348 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/1032208/000103220826000045/sre-20260630.htm", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000045/R1.htm", "period": "2026-08-03", "accession": "0001032208-26-000045", "fact_id": 26170912, "verified": "unverified", "age_days": 89 }, { "name": "shares_out 2025-08-04", "value": 652472426.0, "kind": "history", "source": "SEC XBRL EntityCommonStockSharesOutstanding", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220825000048/", "period": "2025-08-04", "accession": "0001032208-25-000048", "fact_id": 26149157, "verified": "unverified", "age_days": 453 }, { "name": "revenue 2025-12-31", "value": 13702000000.0, "kind": "history", "source": "SEC XBRL Revenues", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2025-12-31", "accession": "0001032208-26-000010", "fact_id": 25856084, "verified": "unverified", "age_days": 304 }, { "name": "revenue 2024-12-31", "value": 13185000000.0, "kind": "history", "source": "SEC XBRL Revenues", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 20654878, "verified": "unverified", "age_days": 669 }, { "name": "total_assets 2025-12-31", "value": 110878000000.0, "kind": "history", "source": "SEC XBRL Assets", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000030/", "period": "2025-12-31", "accession": "0001032208-26-000030", "fact_id": 25945093, "verified": "unverified", "age_days": 304 }, { "name": "total_assets 2024-12-31", "value": 96155000000.0, "kind": "history", "source": "SEC XBRL Assets", "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "period": "2024-12-31", "accession": "0001032208-26-000010", "fact_id": 21929392, "verified": "unverified", "age_days": 669 } ] }, "earnings_record": { "net_income_by_fy": [ { "fy": 2013, "period_end": "2013-12-31", "sec_frame": "CY2013", "value": 1001000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652116000091/", "accession": "0000086521-16-000091" }, { "fy": 2014, "period_end": "2014-12-31", "sec_frame": "CY2014", "value": 1161000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652117000017/", "accession": "0000086521-17-000017" }, { "fy": 2015, "period_end": "2015-12-31", "sec_frame": "CY2015", "value": 1349000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652118000019/", "accession": "0000086521-18-000019" }, { "fy": 2016, "period_end": "2016-12-31", "sec_frame": "CY2016", "value": 1370000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652118000019/", "accession": "0000086521-18-000019" }, { "fy": 2017, "period_end": "2017-12-31", "sec_frame": "CY2017", "value": 256000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652118000019/", "accession": "0000086521-18-000019" }, { "fy": 2018, "period_end": "2018-12-31", "sec_frame": "CY2018", "value": 1126000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220821000007/", "accession": "0001032208-21-000007" }, { "fy": 2019, "period_end": "2019-12-31", "sec_frame": "CY2019", "value": 2362000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220822000007/", "accession": "0001032208-22-000007" }, { "fy": 2020, "period_end": "2020-12-31", "sec_frame": "CY2020", "value": 4105000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220823000008/", "accession": "0001032208-23-000008" }, { "fy": 2021, "period_end": "2021-12-31", "sec_frame": "CY2021", "value": 1318000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220824000007/", "accession": "0001032208-24-000007" }, { "fy": 2022, "period_end": "2022-12-31", "sec_frame": "CY2022", "value": 2139000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220825000012/", "accession": "0001032208-25-000012" }, { "fy": 2023, "period_end": "2023-12-31", "sec_frame": "CY2023", "value": 3075000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "accession": "0001032208-26-000010" }, { "fy": 2024, "period_end": "2024-12-31", "sec_frame": "CY2024", "value": 2862000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "accession": "0001032208-26-000010" }, { "fy": 2025, "period_end": "2025-12-31", "sec_frame": "CY2025", "value": 1837000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "accession": "0001032208-26-000010" } ], "eps_diluted_by_fy": [ { "fy": 2013, "period_end": "2013-12-31", "sec_frame": "CY2013", "value": 2.005, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652116000091/", "accession": "0000086521-16-000091", "value_reported": 4.01, "split_factor": 2.0, "split_basis": "filed 2016-02-26" }, { "fy": 2014, "period_end": "2014-12-31", "sec_frame": "CY2014", "value": 2.315, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652117000017/", "accession": "0000086521-17-000017", "value_reported": 4.63, "split_factor": 2.0, "split_basis": "filed 2017-02-28" }, { "fy": 2015, "period_end": "2015-12-31", "sec_frame": "CY2015", "value": 2.685, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652118000019/", "accession": "0000086521-18-000019", "value_reported": 5.37, "split_factor": 2.0, "split_basis": "filed 2018-02-27" }, { "fy": 2016, "period_end": "2016-12-31", "sec_frame": "CY2016", "value": 2.73, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652119000014/", "accession": "0000086521-19-000014", "value_reported": 5.46, "split_factor": 2.0, "split_basis": "filed 2019-02-26" }, { "fy": 2017, "period_end": "2017-12-31", "sec_frame": "CY2017", "value": 0.505, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220820000006/", "accession": "0001032208-20-000006", "value_reported": 1.01, "split_factor": 2.0, "split_basis": "filed 2020-02-27" }, { "fy": 2018, "period_end": "2018-12-31", "sec_frame": "CY2018", "value": 1.71, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220821000007/", "accession": "0001032208-21-000007", "value_reported": 3.42, "split_factor": 2.0, "split_basis": "filed 2021-02-25" }, { "fy": 2019, "period_end": "2019-12-31", "sec_frame": "CY2019", "value": 3.645, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220822000007/", "accession": "0001032208-22-000007", "value_reported": 7.29, "split_factor": 2.0, "split_basis": "filed 2022-02-25" }, { "fy": 2020, "period_end": "2020-12-31", "sec_frame": "CY2020", "value": 6.44, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220823000008/", "accession": "0001032208-23-000008", "value_reported": 12.88, "split_factor": 2.0, "split_basis": "filed 2023-02-28" }, { "fy": 2021, "period_end": "2021-12-31", "sec_frame": "CY2021", "value": 2.01, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220824000007/", "accession": "0001032208-24-000007", "value_reported": 2.01, "split_factor": 1.0, "split_basis": "filed 2024-02-27" }, { "fy": 2022, "period_end": "2022-12-31", "sec_frame": "CY2022", "value": 3.31, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220825000012/", "accession": "0001032208-25-000012", "value_reported": 3.31, "split_factor": 1.0, "split_basis": "filed 2025-02-25" }, { "fy": 2023, "period_end": "2023-12-31", "sec_frame": "CY2023", "value": 4.79, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "accession": "0001032208-26-000010", "value_reported": 4.79, "split_factor": 1.0, "split_basis": "filed 2026-02-26" }, { "fy": 2024, "period_end": "2024-12-31", "sec_frame": "CY2024", "value": 4.42, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "accession": "0001032208-26-000010", "value_reported": 4.42, "split_factor": 1.0, "split_basis": "filed 2026-02-26" }, { "fy": 2025, "period_end": "2025-12-31", "sec_frame": "CY2025", "value": 2.75, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "accession": "0001032208-26-000010", "value_reported": 2.75, "split_factor": 1.0, "split_basis": "filed 2026-02-26" } ], "revenue_by_fy": [ { "fy": 2013, "period_end": "2013-12-31", "sec_frame": "CY2013", "value": 10557000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652116000091/", "accession": "0000086521-16-000091" }, { "fy": 2014, "period_end": "2014-12-31", "sec_frame": "CY2014", "value": 11035000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652117000017/", "accession": "0000086521-17-000017" }, { "fy": 2015, "period_end": "2015-12-31", "sec_frame": "CY2015", "value": 10231000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652118000019/", "accession": "0000086521-18-000019" }, { "fy": 2016, "period_end": "2016-12-31", "sec_frame": "CY2016", "value": 10183000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000008652119000014/", "accession": "0000086521-19-000014" }, { "fy": 2017, "period_end": "2017-12-31", "sec_frame": "CY2017", "value": 9640000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220820000006/", "accession": "0001032208-20-000006" }, { "fy": 2018, "period_end": "2018-12-31", "sec_frame": "CY2018", "value": 10102000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220821000007/", "accession": "0001032208-21-000007" }, { "fy": 2019, "period_end": "2019-12-31", "sec_frame": "CY2019", "value": 10829000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220822000007/", "accession": "0001032208-22-000007" }, { "fy": 2020, "period_end": "2020-12-31", "sec_frame": "CY2020", "value": 11370000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220823000008/", "accession": "0001032208-23-000008" }, { "fy": 2021, "period_end": "2021-12-31", "sec_frame": "CY2021", "value": 12857000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220824000007/", "accession": "0001032208-24-000007" }, { "fy": 2022, "period_end": "2022-12-31", "sec_frame": "CY2022", "value": 14439000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220825000012/", "accession": "0001032208-25-000012" }, { "fy": 2023, "period_end": "2023-12-31", "sec_frame": "CY2023", "value": 16720000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "accession": "0001032208-26-000010" }, { "fy": 2024, "period_end": "2024-12-31", "sec_frame": "CY2024", "value": 13185000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "accession": "0001032208-26-000010" }, { "fy": 2025, "period_end": "2025-12-31", "sec_frame": "CY2025", "value": 13702000000.0, "url": "https://www.sec.gov/Archives/edgar/data/1032208/000103220826000010/", "accession": "0001032208-26-000010" } ], "dividend_years": [ 1998, 1999, 2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026 ] }, "insider_activity": { "coverage_through": "2026-10-30", "window_start": "2026-08-02", "missing_days": 1, "recent_transactions": [ { "txn_date": "2026-06-17", "insider_name": "Winn Caroline Ann", "role": "Pres", "code": "S", "shares": 100.0, "price": 89.85, "value": 8985.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1032208/000192269926000011/" }, { "txn_date": "2026-06-17", "insider_name": "Winn Caroline Ann", "role": "Pres", "code": "S", "shares": 7900.0, "price": 90.56, "value": 715424.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1032208/000192269926000011/" }, { "txn_date": "2026-05-18", "insider_name": "Ferrero Pablo", "role": "director", "code": "S", "shares": 2600.0, "price": 89.53, "value": 232778.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1032208/000159195526000011/" }, { "txn_date": "2026-05-14", "insider_name": "DAY DIANA L", "role": "officer", "code": "S", "shares": 3300.0, "price": 92.13, "value": 304029.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1032208/000195209526000012/" }, { "txn_date": "2026-04-01", "insider_name": "BIRD JUSTIN CHRISTOPHER", "role": "Pres", "code": "S", "shares": 1128.0, "price": 96.69, "value": 109066.31999999999, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/1032208/000200464526000010/" } ] }, "filings_and_news": { "sec_filing_index": "https://www.sec.gov/edgar/browse/?CIK=0001032208", "sec_8k": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001032208&type=8-K", "sec_form4": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0001032208&type=4", "xbrl_companyfacts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0001032208.json", "news_items": [], "note": "Press releases are filed as 8-K exhibits; the 8-K link lists them with dates." }, "peer_context": { "graham": { "industry": "Gas & Other Services Combined", "scored_peers": 1, "rank": null, "median": null }, "magic_formula": { "industry": "Gas & Other Services Combined", "scored_peers": 0, "rank": null, "median": null }, "momentum": { "industry": "Gas & Other Services Combined", "scored_peers": 1, "rank": null, "median": null }, "insider": { "industry": "Gas & Other Services Combined", "scored_peers": 1, "rank": null, "median": null }, "buffett": { "industry": "Gas & Other Services Combined", "scored_peers": 0, "rank": null, "median": null }, "lynch": { "industry": "Gas & Other Services Combined", "scored_peers": 1, "rank": null, "median": null }, "graham_enterprising": { "industry": "Gas & Other Services Combined", "scored_peers": 1, "rank": null, "median": null }, "piotroski": { "industry": "Gas & Other Services Combined", "scored_peers": 0, "rank": null, "median": null } }, "dossier": { "url": "https://theclaudetrader.com/d/SRE.md", "written": "2026-10-17", "note": "librarian agent dossier: cited facts only, no opinions" }, "external_views_link_only": { "morningstar": "https://www.morningstar.com/search?query=SRE", "finviz": "https://finviz.com/quote.ashx?t=SRE", "stockanalysis": "https://stockanalysis.com/stocks/sre/", "seeking_alpha": "https://seekingalpha.com/symbol/SRE", "openinsider": "http://openinsider.com/search?q=SRE", "google_news": "https://news.google.com/rss/search?q=SRE+stock" }, "limits": [ "Magic Formula: not scored", "Buffett Quality: partial, missing tests 5", "Piotroski F-Score: partial, missing tests 8", "News is not collected for this ticker; use the SEC 8-K and press-release links below" ], "machine_readable": { "stock_json": "https://theclaudetrader.com/s/SRE.json", "stock_md": "https://theclaudetrader.com/s/SRE.md", "packet": "https://theclaudetrader.com/r/SRE.json", "grid": "https://theclaudetrader.com/grid.json", "openapi": "https://theclaudetrader.com/openapi.json", "index": "https://theclaudetrader.com/llms.txt" }, "cite_as": "The Claude Trader snapshot 2026-10-31, https://theclaudetrader.com/s/SRE; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-30.", "disclaimer": "Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation." }