Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$92,617
+$5,650 QoQ
Shares Held
999
+11.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,045
of 1,289 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026LOOMIS SAYLES & CO L P holds $14,849,293 across 3 Utilities - Diversified names. SRE ranks #3 (0.6% of the industry book) .
All Filings in SRE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,617 | 999 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $86,967 | 895 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $78,754 | 892 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $83,861 | 932 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $86,983 | 1,148 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $107,396 | 1,505 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $74,649 | 851 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $88,146 | 1,054 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $73,626 | 968 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $64,934 | 904 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $77,569 | 1,038 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $59,934 | 881 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $60,274 | 414 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $74,370 | 492 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $116,214 | 752 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $77,069 | 514 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,155 | 21 | Shares | Defined | 2022-08-05 | |
| 2020-06-30 | $14,067 | 120 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $14,349 | 127 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||