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CAPTRUST FINANCIAL ADVISORS: SRE position timeline

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

CAPTRUST FINANCIAL ADVISORS held 98,957 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 98,957 shares
    Change vs previous 13F +5,929 shares

    0.01% of the 13F portfolio, value $9,174,277.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 93,028 shares
    Change vs previous 13F +17,111 shares

    0.02% of the 13F portfolio, value $9,039,413.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 75,917 shares
    Change vs previous 13F +1,515 shares

    0.01% of the 13F portfolio, value $6,702,740.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 74,402 shares
    Change vs previous 13F -2,886 shares

    0.01% of the 13F portfolio, value $6,694,708.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 77,288 shares
    Change vs previous 13F +1,878 shares

    0.01% of the 13F portfolio, value $5,856,077.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 75,410 shares
    Change vs previous 13F +5,292 shares

    0.01% of the 13F portfolio, value $5,381,290.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 70,118 shares
    Change vs previous 13F +1,838 shares

    0.02% of the 13F portfolio, value $6,150,762.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 68,280 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $5,710,223.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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