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Generali Investments, Management Co LLC: SRE position timeline

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

Generali Investments, Management Co LLC held 11,084 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,084 shares
    Change vs previous 13F +2,170 shares

    0.22% of the 13F portfolio, value $1,027,598.

    13F-HR 0002043136-26-000004 filed by Generali Investments, Management Co 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 8,914 shares
    Change vs previous 13F -2,957 shares

    0.2% of the 13F portfolio, value $866,173.

    13F-HR 0002043136-26-000003 filed by Generali Investments, Management Co 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 11,871 shares
    Change vs previous 13F -12,200 shares

    0.21% of the 13F portfolio, value $1,048,091.

    13F-HR 0002043136-26-000001 filed by Generali Investments, Management Co 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 24,071 shares
    Change vs previous 13F +3,062 shares

    0.45% of the 13F portfolio, value $2,165,909.

    13F-HR 0002043136-25-000012 filed by Generali Investments, Management Co 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 21,009 shares
    Change vs previous 13F -13,313 shares

    0.36% of the 13F portfolio, value $1,589,679.

    13F-HR 0002043136-25-000011 filed by Generali Investments, Management Co 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 34,322 shares
    Change vs previous 13F +15,332 shares

    0.7% of the 13F portfolio, value $2,449,218.

    13F-HR 0002043136-25-000007 filed by Generali Investments, Management Co 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 18,990 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,665,803.

    13F-HR 0002043136-25-000004 filed by Generali Investments, Management Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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