Position in SRE
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$11,910,027
+$1,335,008 QoQ
Shares Held
122,569
+2.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94%
Shared 5%
None 1%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $16,286,067 across 6 Utilities - Diversified names. SRE ranks #1 (73.1% 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 | $11,910,027 | 122,569 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $10,575,019 | 119,776 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $11,726,999 | 130,329 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $10,250,768 | 135,288 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $9,192,875 | 128,824 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $31,317,265 | 357,014 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $29,864,854 | 357,107 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $26,651,268 | 350,398 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $25,137,694 | 349,961 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $23,145,970 | 309,728 | Shares | Defined | 2024-03-22 | |
| 2023-09-30 | $20,452,537 | 300,640 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | — | 45,189 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | — | 46,982 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | — | 46,791 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | — | 44,163 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | — | 43,459 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | — | 42,279 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | — | 41,800 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | — | 40,391 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | — | 41,236 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | — | 40,266 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | — | 40,674 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | — | 42,508 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | — | 49,116 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | — | 70,105 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||