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Disclosery

Cohen Capital Management, Inc.: SRE position timeline

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

Cohen Capital Management, Inc. held 8,800 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,800 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $815,848.

    13F-HR 0001508120-26-000003 filed by Cohen Capital Management, Inc.
    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 8,800 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $855,096.

    13F-HR 0001508120-26-000002 filed by Cohen Capital Management, Inc.
    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 8,800 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $776,952.

    13F-HR 0001508120-26-000001 filed by Cohen Capital Management, Inc.
    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 8,800 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $791,824.

    13F-HR 0001508120-25-000005 filed by Cohen Capital Management, Inc.
    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 8,800 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $666,776.

    13F-HR 0001508120-25-000003 filed by Cohen Capital Management, Inc.
    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 8,800 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $627,968.

    13F-HR 0001508120-25-000002 filed by Cohen Capital Management, Inc.
    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 8,800 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $771,936.

    13F-HR 0001508120-25-000001 filed by Cohen Capital Management, Inc.
    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 8,800 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $735,944.

    13F-HR 0001508120-24-000004 filed by Cohen Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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