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Bahl & Gaynor LLC: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bahl & Gaynor LLC on SRE, newest first. How the timeline and the estimate are built.

Bahl & Gaynor LLC held 3,038,636 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,038,636 shares
    Change vs previous 13F -356,522 shares

    1.3% of the 13F portfolio, value $281,711,908.

    13F-HR 0000872259-26-000011 filed by Bahl & Gaynor LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,395,158 shares
    Change vs previous 13F -58,864 shares

    1.66% of the 13F portfolio, value $329,907,470.

    13F-HR 0000872259-26-000007 filed by Bahl & Gaynor LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,454,022 shares
    Change vs previous 13F -45,772 shares

    1.54% of the 13F portfolio, value $304,955,606.

    13F-HR 0000872259-26-000005 filed by Bahl & Gaynor LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,499,794 shares
    Change vs previous 13F -115,036 shares

    1.56% of the 13F portfolio, value $314,911,476.

    13F-HR 0000872259-25-000010 filed by Bahl & Gaynor LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,614,830 shares
    Change vs previous 13F -387,116 shares

    1.39% of the 13F portfolio, value $273,895,686.

    13F-HR 0000872259-25-000008 filed by Bahl & Gaynor LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,001,946 shares
    Change vs previous 13F -42,674 shares

    1.46% of the 13F portfolio, value $285,578,896.

    13F-HR 0000872259-25-000005 filed by Bahl & Gaynor LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,044,620 shares
    Change vs previous 13F -209,949 shares

    1.88% of the 13F portfolio, value $354,794,029.

    13F-HR 0000872259-25-000002 filed by Bahl & Gaynor LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,254,569 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $355,809,578.

    13F-HR 0000872259-24-000009 filed by Bahl & Gaynor LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).