Position in SRE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,412,395
+$1,302,932 QoQ
Shares Held
86,574
+7.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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, 2026MACKENZIE FINANCIAL CORP holds $126,746,664 across 6 Utilities - Diversified names. SRE ranks #2 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPH |
Brookfield Infrastructure Partners L.P.
|
3,076,641 | $111,128,272 | |
| 2 | SRE |
Sempra
This page
|
86,574 | $8,412,395 | |
| 3 | AQN |
Algonquin Power & Utilities Corp.
|
916,231 | $5,625,658 | |
| 4 | AVA |
Avista Corp
|
21,716 | $871,680 | |
| 5 | AES |
Aes Corp
|
33,574 | $473,057 | |
| 6 | UTL |
Unitil Corp
|
4,510 | $235,602 |
All Filings in SRE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,412,395 | 86,574 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,109,463 | 80,524 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $6,336,031 | 70,416 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,167,892 | 68,205 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,080,332 | 71,193 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $43,313,592 | 493,771 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $28,959,061 | 346,276 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,980,540 | 302,137 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $34,299,830 | 477,514 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $30,194,282 | 404,045 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $21,763,613 | 319,912 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $12,264,356 | 168,478 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $12,358,236 | 163,512 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $14,356,302 | 185,794 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $12,213,512 | 162,912 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $11,115,922 | 147,946 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $12,218,625 | 145,356 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,020,606 | 151,506 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,303,885 | 147,097 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $8,989,960 | 135,718 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $7,439,063 | 112,220 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,719,926 | 58,393 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,141,191 | 36,181 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,035,112 | 34,720 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||