Position in SRE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$538,774,893
-$55,937,474 QoQ
Shares Held
5,811,400
-5.0% QoQ
Ownership
0.889%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#20
of 1,283 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Legal & General Group Plc holds $617,556,123 across 5 Utilities - Diversified names. SRE ranks #1 (87.2% of the industry book) .
All Filings in SRE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,774,893 | 5,811,400 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $594,712,367 | 6,120,329 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $551,818,502 | 6,250,068 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $567,229,419 | 6,303,950 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $449,265,408 | 5,929,331 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $443,281,254 | 6,211,901 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $515,148,769 | 5,872,649 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $518,302,360 | 6,197,565 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $484,723,685 | 6,372,912 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $499,983,201 | 6,960,646 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $520,803,682 | 6,969,138 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $511,234,156 | 7,514,834 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $558,347,986 | 3,835,071 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $592,028,267 | 3,916,567 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $605,999,092 | 3,921,309 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $605,047,033 | 4,035,261 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $623,766,111 | 4,150,969 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $646,910,292 | 3,847,908 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $527,180,510 | 3,985,338 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $488,499,610 | 3,861,657 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $471,379,604 | 3,558,119 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $434,530,550 | 3,277,497 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $413,923,364 | 3,248,751 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $388,180,320 | 3,279,658 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $376,043,476 | 3,207,741 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $351,823,289 | 3,113,756 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||