Skip to content
Disclosery

CARRET ASSET MANAGEMENT, LLC: CG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARRET ASSET MANAGEMENT, LLC on CG, newest first. How the timeline and the estimate are built.

CARRET ASSET MANAGEMENT, LLC held 18,040 CG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,040 shares
    Change vs previous 13F +6,400 shares

    0.07% of the 13F portfolio, value $759,664.

    13F-HR 0001140361-26-031277 filed by CARRET ASSET MANAGEMENT, 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 11,640 shares
    Change vs previous 13F +975 shares

    0.06% of the 13F portfolio, value $563,260.

    13F-HR 0001140361-26-021508 filed by CARRET ASSET MANAGEMENT, 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 10,665 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $630,408.

    13F-HR 0001140361-26-005575 filed by CARRET ASSET MANAGEMENT, 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 10,665 shares
    Change vs previous 13F -250 shares

    0.07% of the 13F portfolio, value $668,695.

    13F-HR 0001140361-25-041855 filed by CARRET ASSET MANAGEMENT, 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 10,915 shares
    Change vs previous 13F -275 shares

    0.06% of the 13F portfolio, value $561,031.

    13F-HR 0001140361-25-028522 filed by CARRET ASSET MANAGEMENT, 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 11,190 shares
    Change vs previous 13F -100 shares

    0.06% of the 13F portfolio, value $487,772.

    13F-HR 0001140361-25-014813 filed by CARRET ASSET MANAGEMENT, 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 11,290 shares
    Change vs previous 13F -600 shares

    0.06% of the 13F portfolio, value $570,032.

    13F-HR 0001140361-25-003667 filed by CARRET ASSET MANAGEMENT, 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 11,890 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $511,983.

    13F-HR 0001140361-24-044078 filed by CARRET ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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