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$78.17 -1.66 (-2.08%) At close · Nov 6 Play latest call Q2 2026 earnings call transcript
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$51.59B
Shares
653.69M
Volume · Nov 6 6.95M Avg daily vol (3M) 3.97M

Every disclosed holder of SRE in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns SRE

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions
Holder group Shares % Out
Institutional (13F) 599,408,160 91.70%
Insiders (Forms 3, 4, 5) 302,782 0.05%
13D/G-only blocks 0 0.00%
Remaining 53,979,104 8.26%
Registered funds (N-PORT, not summed) 286,592,397 43.84%

Shares outstanding: 653,690,046, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of SRE

One row per holder Every filing By ultimate parent
All 13F Funds Insiders 13D/G Non-US
# Holder Shares
1
BlackRock, Inc.
13F CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
 60,280,191
1.1
iShares Core S&P 500 ETF
Fund S000004310 · Registered fund · Jun 30, 2026
iShares Trust, not summed
 8,991,764
1.2
iShares Select Dividend ETF
Fund S000004334 · Registered fund · Jul 31, 2026
iShares Trust, not summed
 2,248,269
1.3
iShares Global Infrastructure ETF
Fund S000019356 · Registered fund · Jun 30, 2026
iShares Trust, not summed
 1,886,311
1.4
iShares Core Dividend Growth ETF
Fund S000045648 · Registered fund · Jul 31, 2026
iShares Trust, not summed
 1,774,170
1.5
iShares Russell 1000 Value ETF
Fund S000004345 · Registered fund · Jun 30, 2026
iShares Trust, not summed
 1,460,268
2
WELLINGTON MANAGEMENT GROUP LLP
13F CIK 902219 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
 43,813,771
2.1
VANGUARD WELLINGTON FUND
Fund S000004406 · Registered fund · Aug 31, 2026
VANGUARD WELLINGTON FUND, not summed
 10,830,147
2.2
VANGUARD ENERGY OPPORTUNITIES FUND
Fund S000002921 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
 2,916,432
2.3
VANGUARD WELLESLEY INCOME FUND
Fund S000004405 · Registered fund · Jun 30, 2026
VANGUARD WELLESLEY INCOME FUND, not summed
 2,300,217
2.4
VANGUARD DIVIDEND GROWTH FUND
Fund S000002920 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
 1,947,863
2.5
BALANCED PORTFOLIO
Fund S000004390 · Registered fund · Jun 30, 2026
VANGUARD VARIABLE INSURANCE FUNDS, not summed
 352,100
3
VANGUARD CAPITAL MANAGEMENT LLC
13F CIK 2100119 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 42,684,252
4
STATE STREET CORP
13F CIK 93751 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
 37,992,032
4.1
State Street(R) Utilities Select Sector SPDR(R) ETF
Fund S000006416 · Registered fund · Jun 30, 2026
SELECT SECTOR SPDR TRUST, not summed
 10,636,844
4.2
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF
Fund S000006983 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
 1,559,527
4.3
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF
Fund S000006985 · Registered fund · Jun 30, 2026
SPDR SERIES TRUST, not summed
 795,244
4.4
ELFUN TRUSTS
Fund S000011821 · Registered fund · Jun 30, 2026
ELFUN TRUSTS, not summed
 483,900
4.5
State Street U.S. Core Equity Fund
Fund S000071466 · Registered fund · Jun 30, 2026
STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
 355,745
5
VANGUARD PORTFOLIO MANAGEMENT LLC
13F CIK 2100121 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 37,319,559
5.1
VANGUARD PORTFOLIO MANAGEMENT LLC
13G CIK 2100121 · Registered investment adviser · Jun 30, 2026
Rule 13d-1(b), qualified institution, not summed
 37,393,428
6
MORGAN STANLEY
13F CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
 25,024,468
6.1
Global Strategist Portfolio
Fund S000004124 · Registered fund · Jun 30, 2026
MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
 2,081
6.2
E*TRADE No Fee Large Cap Index Fund
Fund S000090720 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
 1,358
6.3
E*TRADE No Fee Total Market Index Fund
Fund S000090722 · Registered fund · Jul 31, 2026
E Trade Trust, not summed
 1,010
6.4
Global Strategist Portfolio
Fund S000004181 · Registered fund · Jun 30, 2026
MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
 275
7
VANGUARD TOTAL STOCK MARKET INDEX FUND
Fund S000002848 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
 20,748,814
8
JPMORGAN CHASE & CO
13F CIK 19617 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
 20,050,848
9
FMR LLC
13F CIK 315066 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
 19,497,023
9.1
Fidelity 500 Index Fund
Fund S000006027 · Registered fund · Aug 31, 2026
Fidelity Concord Street Trust, not summed
 8,485,464
9.2
Strategic Advisers Fidelity U.S. Total Stock Fund
Fund S000061481 · Registered fund · Aug 31, 2026
Fidelity Rutland Square Trust II, not summed
 3,178,840
9.3
Select Utilities Portfolio
Fund S000007488 · Registered fund · Aug 31, 2026
Fidelity Select Portfolios, not summed
 2,124,356
9.4
Strategic Advisers U.S. Total Stock Fund
Fund S000084926 · Registered fund · Aug 31, 2026
Fidelity Rutland Square Trust II, not summed
 1,412,699
9.5
Fidelity Series Stock Selector Large Cap Value Fund
Fund S000039218 · Registered fund · Jul 31, 2026
Fidelity Devonshire Trust, not summed
 1,397,000
10
VANGUARD 500 INDEX FUND
Fund S000002839 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
 16,938,743
11
GEODE CAPITAL MANAGEMENT, LLC
13F CIK 1214717 · Registered investment adviser · Sep 30, 2026
15,091,965
12
Capital International Investors
13F CIK 1562230 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 14,525,687
13
VANGUARD MID-CAP INDEX FUND
Fund S000002844 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
 14,163,824
14
Invesco Ltd.
13F CIK 914208 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 11,693,217
14.1
Invesco Comstock Fund
Fund S000027834 · Registered fund · Jul 31, 2026
AIM Sector Funds (Invesco Sector Funds), not summed
 2,744,502
14.2
Invesco S&P 500 Equal Weight ETF
Fund S000060812 · Registered fund · Jul 31, 2026
Invesco Exchange-Traded Fund Trust, not summed
 2,046,696
14.3
Invesco Equity and Income Fund
Fund S000027808 · Registered fund · Aug 31, 2026
AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
 950,927
14.4
Invesco Diversified Dividend Fund
Fund S000000281 · Registered fund · Jul 31, 2026
AIM Equity Funds (Invesco Equity Funds), not summed
 921,488
14.5
Invesco S&P 500 Low Volatility ETF
Fund S000030967 · Registered fund · Aug 31, 2026
Invesco Exchange-Traded Fund Trust II, not summed
 845,478
15
Newport Trust Company, LLC
13F CIK 1722329 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
 10,941,399
16
BANK OF AMERICA CORP /DE/
13F CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
 10,323,114
17
FRANKLIN RESOURCES INC
13F CIK 38777 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 10,069,999
17.1
Franklin Income Fund
Fund S000006756 · Registered fund · Jun 30, 2026
Franklin Custodian Funds, not summed
 4,500,000
17.2
Franklin Utilities Fund
Fund S000006758 · Registered fund · Jun 30, 2026
Franklin Custodian Funds, not summed
 3,977,900
17.3
Franklin Managed Income Fund
Fund S000012705 · Registered fund · Jul 31, 2026
Franklin Investors Securities Trust, not summed
 250,000
17.4
Franklin Income VIP Fund
Fund S000007329 · Registered fund · Jun 30, 2026
Franklin Templeton Variable Insurance Products Trust, not summed
 180,000
17.5
Franklin Income Focus ETF
Fund S000080465 · Registered fund · Jun 30, 2026
Franklin Templeton ETF Trust, not summed
 48,109
18
NORGES BANK
13F CIK 1374170 · Non-US institution · Jun 30, 2026
carried, not yet filed for the newest quarter
 9,320,773
19
PRICE T ROWE ASSOCIATES INC /MD/
13F CIK 80255 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 9,066,823
19.1
T. Rowe Price Equity Income Fund
Fund S000002076 · Registered fund · Jun 30, 2026
T. ROWE PRICE EQUITY INCOME FUND, INC., not summed
 1,573,000
19.2
T. Rowe Price Equity Index 500 Fund
Fund S000002089 · Registered fund · Jun 30, 2026
T. ROWE PRICE INDEX TRUST, INC., not summed
 403,703
19.3
T. Rowe Price U.S. Equity Research Fund
Fund S000002071 · Registered fund · Jun 30, 2026
T. Rowe Price U.S. Equity Research Fund, Inc., not summed
 381,533
19.4
T. Rowe Price Large-Cap Value Fund
Fund S000002093 · Registered fund · Jun 30, 2026
T. Rowe Price Equity Funds, Inc., not summed
 229,344
19.5
T. Rowe Price U.S. Equity Research ETF
Fund S000071604 · Registered fund · Jun 30, 2026
T. Rowe Price Exchange-Traded Funds, Inc., not summed
 84,676
20
Washington Mutual Investors Fund
Fund S000009388 · Registered fund · Jul 31, 2026
Washington Mutual Investors Fund, not summed
 8,568,037
21
DEUTSCHE BANK AG\
13F CIK 948046 · Non-US institution · Sep 30, 2026
8,264,504
21.1
DWS RREEF Real Assets Fund
Fund S000032019 · Registered fund · Jun 30, 2026
DEUTSCHE DWS MARKET TRUST, not summed
 776,250
21.2
DWS RREEF Global Infrastructure Fund
Fund S000022444 · Registered fund · Jun 30, 2026
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC., not summed
 387,605
21.3
Xtrackers S&P 500 Scored & Screened ETF
Fund S000065220 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
 47,099
21.4
Xtrackers MSCI USA Climate Action Equity ETF
Fund S000079909 · Registered fund · Aug 31, 2026
DBX ETF Trust, not summed
 31,526
21.5
Deutsche DWS Equity 500 Index Portfolio
Fund S000009010 · Registered fund · Jun 30, 2026
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
 20,257
22
NORTHERN TRUST CORP
13F CIK 73124 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
 6,521,656
22.1
FlexShares STOXX Global Broad Infrastructure Index Fund
Fund S000042071 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
 269,853
22.2
Stock Index Fund
Fund S000001247 · Registered fund · Jun 30, 2026
Northern Funds, not summed
 193,946
22.3
Multi-Manager Global Listed Infrastructure Fund
Fund S000037667 · Registered fund · Jun 30, 2026
Northern Funds, not summed
 101,873
22.4
World Selection Index Fund
Fund S000019579 · Registered fund · Jun 30, 2026
Northern Funds, not summed
 30,596
22.5
FlexShares Morningstar US Market Factor Tilt Index Fund
Fund S000033312 · Registered fund · Jul 31, 2026
FlexShares Trust, not summed
 14,852
23
Capital World Investors
13F CIK 1422849 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 6,231,386
24
VANGUARD VALUE INDEX FUND
Fund S000002840 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
 6,230,137
25
Legal & General Group Plc
13F CIK 764068 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
 5,811,400
26
GOLDMAN SACHS GROUP INC
13F CIK 886982 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
 5,596,341
26.1
Goldman Sachs Multi-Manager Real Assets Strategy Fund
Fund S000049147 · Registered fund · Jul 31, 2026
Goldman Sachs Trust II, not summed
 203,166
26.2
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Fund S000048295 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
 94,602
26.3
Goldman Sachs Income Builder Fund
Fund S000009342 · Registered fund · Jul 31, 2026
GOLDMAN SACHS TRUST, not summed
 78,011
26.4
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
Fund S000058070 · Registered fund · Aug 31, 2026
Goldman Sachs ETF Trust, not summed
 49,049
26.5
Goldman Sachs S&P 500 Premium Income ETF
Fund S000081511 · Registered fund · Jun 30, 2026
Goldman Sachs ETF Trust, not summed
 47,745
27
Clearbridge Investments, LLC
13F CIK 1348883 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 5,596,056
28
VANGUARD EQUITY INCOME FUND
Fund S000002579 · Registered fund · Jun 30, 2026
VANGUARD FENWAY FUNDS, not summed
 5,463,158
29
Bank of New York Mellon Corp
13F CIK 1390777 · Bank · Sep 30, 2026
5,309,048
29.1
BNY Mellon US Large Cap Core Equity ETF
Fund S000067260 · Registered fund · Jul 31, 2026
BNY Mellon ETF Trust, not summed
 55,290
30
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
13F CIK 861177 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 4,993,157
30.1
PACE Large Co Value Equity Investments
Fund S000002971 · Registered fund · Jul 31, 2026
PACE SELECT ADVISORS TRUST, not summed
 81,444
30.2
UBS U.S. Allocation Fund
Fund S000002487 · Registered fund · Aug 31, 2026
UBS INVESTMENT TRUST, not summed
 863
30.3
UBS GLOBAL ALLOCATION FUND
Fund S000002979 · Registered fund · Jun 30, 2026
UBS FUNDS, not summed
 400
30.4
PACE Alternative Strategies Investments
Fund S000006035 · Registered fund · Jul 31, 2026
PACE SELECT ADVISORS TRUST, not summed
 34
31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
13F CIK 1705339 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
 4,781,365
31.1
Global X U.S. Infrastructure Development ETF
Fund S000056509 · Registered fund · Aug 31, 2026
GLOBAL X FUNDS, not summed
 4,548,236
31.2
Global X S&P 500 Covered Call ETF
Fund S000063353 · Registered fund · Jul 31, 2026
GLOBAL X FUNDS, not summed
 32,807
31.3
Global X S&P 500 Catholic Values ETF
Fund S000050646 · Registered fund · Jul 31, 2026
GLOBAL X FUNDS, not summed
 13,272
31.4
Global X Adaptive U.S. Risk Management ETF
Fund S000070582 · Registered fund · Aug 31, 2026
GLOBAL X FUNDS, not summed
 1,354
31.5
Global X S&P 500 Covered Call & Growth ETF
Fund S000069248 · Registered fund · Jul 31, 2026
GLOBAL X FUNDS, not summed
 681
32
JPMorgan Equity Premium Income ETF
Fund S000068402 · Registered fund · Jun 30, 2026
J.P. Morgan Exchange-Traded Fund Trust, not summed
 4,749,535
33
Pictet Asset Management Holding SA
13F CIK 1993888 · Unknown · Sep 30, 2026
4,700,225
34
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
13F CIK 912938 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 4,670,985
34.1
MFS Utilities Fund
Fund S000002470 · Registered fund · Jul 31, 2026
MFS Series Trust VI, not summed
 1,429,609
34.2
MFS Mid Cap Value Fund
Fund S000002499 · Registered fund · Jun 30, 2026
MFS SERIES TRUST XI, not summed
 1,418,955
34.3
MFS Utilities Series
Fund S000002671 · Registered fund · Jun 30, 2026
MFS VARIABLE INSURANCE TRUST, not summed
 664,037
34.4
MFS Core Equity Fund
Fund S000000763 · Registered fund · Aug 31, 2026
MFS SERIES TRUST I, not summed
 252,513
34.5
MFS Total Return Fund
Fund S000002439 · Registered fund · Jun 30, 2026
MFS Series Trust V, not summed
 128,836
35
VANGUARD UTILITIES INDEX FUND
Fund S000004445 · Registered fund · Aug 31, 2026
VANGUARD WORLD FUND, not summed
 4,506,554
36
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F CIK 884546 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 4,222,746
36.1
Schwab S&P 500 Index Fund
Fund S000005911 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
 1,458,761
36.2
Schwab U.S. Large-Cap ETF
Fund S000026632 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
 697,005
36.3
Schwab Total Stock Market Index Fund
Fund S000005913 · Registered fund · Jul 31, 2026
SCHWAB CAPITAL TRUST, not summed
 396,955
36.4
Schwab U.S. Broad Market ETF
Fund S000026631 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
 392,744
36.5
Schwab Fundamental U.S. Large Company ETF
Fund S000040877 · Registered fund · Aug 31, 2026
SCHWAB STRATEGIC TRUST, not summed
 351,973
37
VANGUARD MID-CAP VALUE INDEX FUND
Fund S000012757 · Registered fund · Jun 30, 2026
VANGUARD INDEX FUNDS, not summed
 4,198,550
38
VANGUARD DIVIDEND APPRECIATION INDEX FUND
Fund S000011322 · Registered fund · Jul 31, 2026
VANGUARD SPECIALIZED FUNDS, not summed
 3,698,536
39
VANGUARD FIDUCIARY TRUST CO
13F CIK 933478 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
 3,670,824
40
VANGUARD INSTITUTIONAL INDEX FUND
Fund S000002853 · Registered fund · Jun 30, 2026
VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
 3,548,952
41
WELLS FARGO & COMPANY/MN
13F CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
 3,445,954
42
National Pension Service
13F CIK 1608046 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
 3,020,337
43
BAHL & GAYNOR INC
13F CIK 872259 · Investment adviser · Sep 30, 2026
2,985,378
43.1
Bahl & Gaynor Income Growth ETF
Fund S000081227 · Registered fund · Jun 30, 2026
ETF Series Solutions, not summed
 369,632
43.2
Bahl & Gaynor Dividend ETF
Fund S000089194 · Registered fund · Jun 30, 2026
ETF Series Solutions, not summed
 117,103
44
Perpetual Ltd
13F CIK 1647273 · Investment adviser · Sep 30, 2026
2,941,084
45
MILLENNIUM MANAGEMENT LLC
13F CIK 1273087 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 2,865,477
46
VANGUARD WINDSOR FUND
Fund S000004417 · Registered fund · Jul 31, 2026
VANGUARD WINDSOR FUNDS, not summed
 2,852,919
47
American Balanced Fund
Fund S000008801 · Registered fund · Jun 30, 2026
American Balanced Fund, not summed
 2,800,000
48
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
Fund S000014011 · Registered fund · Jul 31, 2026
VANGUARD WHITEHALL FUNDS, not summed
 2,633,134
49
HSBC HOLDINGS PLC
13F CIK 873630 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
 2,585,731
50
AQR CAPITAL MANAGEMENT LLC
13F CIK 1167557 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
 2,528,386
50.1
AQR Long-Short Equity Fund
Fund S000041116 · Registered fund · Jun 30, 2026
AQR Funds, not summed
 410,784
50.2
AQR Equity Market Neutral Fund
Fund S000046740 · Registered fund · Jun 30, 2026
AQR Funds, not summed
 149,020
50.3
AQR MS Fusion HV Fund
Fund S000093174 · Registered fund · Jun 30, 2026
AQR Funds, not summed
 2,177
50.4
AQR Trend Total Return Fund
Fund S000074759 · Registered fund · Jun 30, 2026
AQR Funds, not summed
 1,304
50.5
AQR MS Fusion Fund
Fund S000093173 · Registered fund · Jun 30, 2026
AQR Funds, not summed
 548

206 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 1,597 holders

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Key facts CIK 1032208 CUSIP 816851109 13F (30d) 689 filings 632 filers Visit website Investor relations