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Hennion & Walsh Asset Management, Inc.: SRE position timeline

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

Hennion & Walsh Asset Management, Inc. held 33,153 SRE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 33,153 shares
    Change vs previous 13F +4,345 shares

    0.08% of the 13F portfolio, value $2,584,608.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 28,808 shares
    Change vs previous 13F -310 shares

    0.08% of the 13F portfolio, value $2,670,790.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset 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 ended2026-03-31
    13F 29,118 shares
    Change vs previous 13F +1,576 shares

    0.1% of the 13F portfolio, value $2,829,396.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset 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 ended2025-12-31
    13F 27,542 shares
    Change vs previous 13F -6,363 shares

    0.08% of the 13F portfolio, value $2,431,683.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset 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 ended2025-09-30
    13F 33,905 shares
    Change vs previous 13F -4,360 shares

    0.11% of the 13F portfolio, value $3,050,772.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset 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 ended2025-06-30
    13F 38,265 shares
    Change vs previous 13F -9,857 shares

    0.12% of the 13F portfolio, value $2,899,339.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset 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 ended2025-03-31
    13F 48,122 shares
    Change vs previous 13F -53 shares

    0.15% of the 13F portfolio, value $3,433,986.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset 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 ended2024-12-31
    13F 48,175 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,225,911.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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