Position in SRE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,418,390
+$140,305 QoQ
Shares Held
14,597
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Baird Financial Group, Inc. holds $4,070,922 across 4 Utilities - Diversified names. SRE ranks #2 (34.8% of the industry book) .
All Filings in SRE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,418,390 | 14,597 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,278,085 | 14,476 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,299,850 | 14,446 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,113,742 | 14,699 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $987,693 | 13,841 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,576,240 | 17,969 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,561,372 | 18,670 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,629,204 | 21,420 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,523,441 | 21,209 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,455,366 | 19,475 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,047,838 | 30,102 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,045,917 | 14,368 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $860,628 | 11,387 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $771,384 | 9,983 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,454,266 | 19,398 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,738,246 | 23,135 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $1,656,065 | 19,701 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,158,243 | 17,512 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,069,051 | 16,902 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $656,570 | 9,912 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $782,752 | 11,808 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $723,752 | 11,361 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $429,942 | 7,265 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $402,625 | 6,869 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $379,024 | 6,709 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||