Position in SRE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$212,205,772
+$8,841,060 QoQ
Shares Held
2,183,861
-5.2% QoQ
Ownership
0.334%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.77364218693405.ToString("F0")%
Shared 0.ToString("F0")%
None 6.226357813065942.ToString("F0")%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026Mitsubishi UFJ Trust & Banking Corp holds $296,552,456 across 4 Utilities - Diversified names. SRE ranks #1 (71.6% of the industry book) .
All Filings in SRE
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,205,772 | 2,183,861 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $203,364,712 | 2,303,372 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $244,284,541 | 2,714,876 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $208,435,010 | 2,750,891 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $21,584,687 | 302,476 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $27,441,272 | 312,828 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $27,638,962 | 330,491 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $25,106,340 | 330,086 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $25,437,444 | 354,134 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $29,069,147 | 388,989 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $28,975,472 | 425,922 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $15,574,853 | 213,955 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $19,832,341 | 262,402 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $60,778,727 | 786,576 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $179,067,342 | 2,388,520 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $166,926,000 | 2,221,681 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $214,832,729 | 2,555,707 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $155,311,996 | 2,348,231 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $13,806,335 | 218,282 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $15,311,905 | 231,158 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $17,022,873 | 256,794 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $16,316,633 | 256,128 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $15,880,951 | 268,350 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $16,590,797 | 283,047 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $17,114,141 | 302,932 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||