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Disclosery

Carnegie Investment Counsel: SRE position timeline

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

Carnegie Investment Counsel held 163,919 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 163,919 shares
    Change vs previous 13F -3,472 shares

    0.27% of the 13F portfolio, value $13,237,271.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 167,391 shares
    Change vs previous 13F +22,408 shares

    0.27% of the 13F portfolio, value $14,092,807.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 144,983 shares
    Change vs previous 13F +801 shares

    0.24% of the 13F portfolio, value $12,800,549.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 144,182 shares
    Change vs previous 13F +809 shares

    0.24% of the 13F portfolio, value $12,973,496.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 143,373 shares
    Change vs previous 13F -3,032 shares

    0.22% of the 13F portfolio, value $10,863,372.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 146,405 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $10,439,907.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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