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Fulcrum Asset Management LLP: SRE position timeline

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

Fulcrum Asset Management LLP held 3,330 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,330 shares
    Change vs previous 13F -20,587 shares

    0.03% of the 13F portfolio, value $312,720.

    13F-HR 0001353395-26-000005 filed by Fulcrum Asset Management LLP
    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 23,917 shares
    Change vs previous 13F +1,388 shares

    0.35% of the 13F portfolio, value $2,309,904.

    13F-HR 0001353395-26-000004 filed by Fulcrum Asset Management LLP
    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/A 22,529 shares
    Change vs previous 13F -667 shares

    0.56% of the 13F portfolio, value $2,007,109.

    13F-HR/A 0001353395-26-000002 filed by Fulcrum Asset Management LLP
    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/A 23,196 shares
    Change vs previous 13F -644 shares

    0.58% of the 13F portfolio, value $2,087,176.

    13F-HR/A 0001353395-25-000006 filed by Fulcrum Asset Management LLP
    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/A 23,840 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,806,357.

    13F-HR/A 0001353395-25-000005 filed by Fulcrum Asset Management LLP
    Filed (acceptance time not in the bulk data set), ingested

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