Position in SRE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$11,232,074
+$205,449 QoQ
Shares Held
115,592
-7.4% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026NISA INVESTMENT ADVISORS, LLC holds $18,305,617 across 4 Utilities - Diversified names. SRE ranks #1 (61.4% 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 | $11,232,074 | 115,592 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $11,026,625 | 124,891 | Shares | Other | 2026-01-15 | |
| 2025-09-30 | $11,141,323 | 123,820 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $9,927,536 | 131,022 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $9,295,138 | 130,257 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $21,911,139 | 249,785 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $20,785,065 | 248,536 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $9,963,326 | 130,993 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $9,445,500 | 131,498 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $9,501,994 | 127,151 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,373,839 | 108,391 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | — | 56,240 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | — | 56,301 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | — | 56,513 | Shares | Other | 2023-02-02 | |
| 2022-09-30 | — | 72,569 | Shares | Other | 2022-11-07 | |
| 2022-06-30 | — | 62,854 | Shares | Other | 2022-08-03 | |
| 2022-03-31 | — | 55,940 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | — | 56,100 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | — | 55,590 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | — | 58,040 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | — | 57,425 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | — | 57,625 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | — | 58,525 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | — | 69,925 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | — | 70,125 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||