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Disclosery

Capital Investment Advisors, LLC: SRE position timeline

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

Capital Investment Advisors, LLC held 7,464 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,464 shares
    Change vs previous 13F -51 shares

    0.01% of the 13F portfolio, value $691,951.

    13F-HR 0001062993-26-004077 filed by Capital Investment Advisors, 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/A 7,515 shares
    Change vs previous 13F +64 shares

    0.01% of the 13F portfolio, value $730,188.

    13F-HR/A 0001062993-26-002034 filed by Capital Investment Advisors, 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 7,451 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $657,821.

    13F-HR 0001062993-26-000231 filed by Capital Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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