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FLPUTNAM INVESTMENT MANAGEMENT CO: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FLPUTNAM INVESTMENT MANAGEMENT CO on SRE, newest first. How the timeline and the estimate are built.

FLPUTNAM INVESTMENT MANAGEMENT CO held 24,661 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,661 shares
    Change vs previous 13F +826 shares

    0.03% of the 13F portfolio, value $2,286,321.

    13F-HR 0001140334-26-000006 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    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 23,835 shares
    Change vs previous 13F +23,835 shares

    0.03% of the 13F portfolio, value $2,316,071.

    13F-HR 0001140334-26-000003 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -8,764 shares

    13F-HR 0001140334-25-000006 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 8,764 shares
    Change vs previous 13F -45,218 shares

    0.01% of the 13F portfolio, value $625,399.

    13F-HR 0001140334-25-000004 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 53,982 shares
    Change vs previous 13F +252 shares

    0.09% of the 13F portfolio, value $4,735,331.

    13F-HR 0001140334-25-000001 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 53,730 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,493,469.

    13F-HR 0001140334-24-000006 filed by FLPUTNAM INVESTMENT MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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