Position in SRE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$158,647,805
+$9,589,212 QoQ
Shares Held
1,632,683
-3.3% QoQ
Ownership
0.250%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,252,331,283 across 6 Utilities - Diversified names. SRE ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPH |
Brookfield Infrastructure Partners L.P.
|
26,979,188 | $974,488,270 | |
| 2 | SRE |
Sempra
This page
|
1,632,683 | $158,647,805 | |
| 3 | AQN |
Algonquin Power & Utilities Corp.
|
13,633,904 | $83,712,170 | |
| 4 | AVA |
Avista Corp
|
491,669 | $19,735,593 | |
| 5 | AES |
Aes Corp
|
793,604 | $11,181,879 | |
| 6 | UTL |
Unitil Corp
|
87,396 | $4,565,566 |
All Filings in SRE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $158,647,805 | 1,632,683 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $149,058,593 | 1,688,284 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $162,709,843 | 1,808,289 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $139,007,943 | 1,834,604 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $119,721,954 | 1,677,718 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $140,684,105 | 1,603,786 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $136,921,961 | 1,637,235 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $135,815,093 | 1,785,631 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $135,253,949 | 1,882,973 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $143,509,249 | 1,920,370 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $131,612,333 | 1,934,622 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $69,534,001 | 955,203 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $63,793,826 | 844,057 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $64,775,131 | 838,296 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $60,655,977 | 809,070 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $59,884,472 | 797,025 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $67,148,640 | 798,818 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $56,738,727 | 857,858 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $57,507,848 | 909,215 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $59,568,174 | 899,278 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $43,885,800 | 688,891 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $44,506,259 | 752,049 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $59,544,868 | 1,015,864 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $74,656,842 | 1,321,477 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||