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Disclosery

Caprock Group, LLC: SRE position timeline

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

Caprock Group, LLC held 31,655 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,655 shares
    Change vs previous 13F -2,223 shares

    0.06% of the 13F portfolio, value $2,959,150.

    13F-HR 0001610769-26-000003 filed by Caprock Group, 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 33,878 shares
    Change vs previous 13F +89 shares

    0.08% of the 13F portfolio, value $3,315,548.

    13F-HR 0001610769-26-000002 filed by Caprock Group, 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 33,789 shares
    Change vs previous 13F -1,264 shares

    0.06% of the 13F portfolio, value $3,008,800.

    13F-HR 0001610769-26-000001 filed by Caprock Group, 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 35,053 shares
    Change vs previous 13F -3,743 shares

    0.07% of the 13F portfolio, value $2,894,030.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 38,796 shares
    Change vs previous 13F -4,069 shares

    0.09% of the 13F portfolio, value $2,795,383.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 42,865 shares
    Change vs previous 13F +629 shares

    0.12% of the 13F portfolio, value $3,787,268.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 42,236 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,559,041.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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