Position in SRE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,866,901
-$120,225 QoQ
Shares Held
20,137
-1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#443
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $2,398,830 across 4 Utilities - Diversified names. SRE ranks #1 (77.8% 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 | $1,866,901 | 20,137 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,987,126 | 20,450 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,499,164 | 16,980 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,579,598 | 17,555 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,807,872 | 23,860 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,376,683 | 47,319 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,403,089 | 27,395 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,338,712 | 27,965 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,105,645 | 27,684 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $1,883,454 | 26,221 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,250,643 | 30,117 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,933,820 | 28,426 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,244,269 | 15,415 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,116,542 | 14,002 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,188,440 | 14,161 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $2,986,205 | 19,916 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,173,852 | 21,121 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $3,741,510 | 22,255 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $2,827,485 | 21,375 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $1,604,146 | 12,681 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,448,933 | 10,937 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,134,354 | 8,556 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,061,197 | 8,329 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $812,186 | 6,862 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $622,960 | 5,314 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $468,004 | 4,142 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||