Position in SRE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$968,240,160
+$170,708,737 QoQ
Shares Held
9,964,394
+10.3% QoQ
Ownership
1.52%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.85758290970831.ToString("F0")%
Shared 0.ToString("F0")%
None 0.14241709029169258.ToString("F0")%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $1,017,958,283 across 5 Utilities - Diversified names. SRE ranks #1 (95.1% 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 | $968,240,160 | 9,964,394 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $797,531,423 | 9,033,089 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $851,565,947 | 9,463,947 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $640,193,456 | 8,449,168 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $602,008,227 | 8,436,214 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $673,824,072 | 7,681,533 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $643,615,473 | 7,695,988 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $575,477,333 | 7,566,097 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $509,995,869 | 7,100,040 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $528,912,185 | 7,077,642 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $446,958,457 | 6,570,020 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $229,659,996 | 3,154,887 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $258,883,716 | 3,425,294 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $327,969,422 | 4,244,460 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $322,215,810 | 4,297,930 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $346,178,874 | 4,607,425 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $661,205,029 | 7,865,870 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $569,095,541 | 8,604,408 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $540,969,595 | 8,552,879 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $440,389,680 | 6,648,395 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $344,870,806 | 5,202,456 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $299,624,425 | 4,703,311 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $283,579,254 | 4,791,809 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $208,029,204 | 3,549,078 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $210,280,094 | 3,722,101 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||