Position in SRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,549,273
-$215,307,732 QoQ
Shares Held
16,711
-99.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#473
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026BESSEMER GROUP INC holds $5,384,830 across 6 Utilities - Diversified names. SRE ranks #2 (28.8% of the industry book) .
All Filings in SRE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,549,273 | 16,711 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $216,857,005 | 2,231,728 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $195,855,290 | 2,218,318 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $170,842,772 | 1,898,675 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $694,052 | 9,160 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $596,425 | 8,378 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $876,147 | 10,008 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $819,992 | 9,825 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $695,722 | 9,185 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $644,389 | 9,034 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $620,559 | 8,344 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $596,961 | 8,795 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $646,853 | 4,453 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $405,560 | 2,683 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $541,506 | 3,504 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $668,130 | 4,456 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $616,706 | 4,104 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $592,621 | 3,525 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $536,525 | 4,056 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $361,663 | 2,859 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $367,763 | 2,776 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $321,108 | 2,422 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $267,815 | 2,102 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $245,005 | 2,070 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $675,127 | 5,759 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $650,821 | 5,760 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||