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HighTower Advisors, LLC: SRE position timeline

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

HighTower Advisors, LLC held 1,283,524 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 1,283,524 shares
    Change vs previous 13F -21,465 shares

    0.11% of the 13F portfolio, value $118,995,539.

    13F-HR 0001085146-26-000563 filed by HighTower Advisors, 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 1,304,989 shares
    Change vs previous 13F +20,019 shares

    0.13% of the 13F portfolio, value $126,805,856.

    13F-HR 0001085146-26-000383 filed by HighTower Advisors, 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 1,284,970 shares
    Change vs previous 13F -33,948 shares

    0.12% of the 13F portfolio, value $113,449,959.

    13F-HR 0001085146-26-000163 filed by HighTower Advisors, 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 1,318,918 shares
    Change vs previous 13F -18,354 shares

    0.13% of the 13F portfolio, value $118,675,985.

    13F-HR 0001462245-25-000007 filed by HighTower Advisors, 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 1,337,272 shares
    Change vs previous 13F +20,048 shares

    0.13% of the 13F portfolio, value $101,325,098.

    13F-HR 0001085146-25-004769 filed by HighTower Advisors, 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 1,317,224 shares
    Change vs previous 13F +44,982 shares

    0.13% of the 13F portfolio, value $93,997,104.

    13F-HR 0001085146-25-002999 filed by HighTower Advisors, 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 1,272,242 shares
    Change vs previous 13F -129 shares

    0.15% of the 13F portfolio, value $111,601,042.

    13F-HR 0001085146-25-000911 filed by HighTower Advisors, LLC
    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 1,272,371 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $106,772,000.

    13F-HR 0001085146-24-005775 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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