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JOHNSON INVESTMENT COUNSEL INC: SRE position timeline

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

JOHNSON INVESTMENT COUNSEL INC held 7,002 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,002 shares
    Change vs previous 13F +1,807 shares

    <0.01% of the 13F portfolio, value $649,155.

    13F-HR 0002085853-26-000845 filed by JOHNSON INVESTMENT COUNSEL INC
    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 5,195 shares
    Change vs previous 13F -2,068 shares

    <0.01% of the 13F portfolio, value $504,798.

    13F-HR 0002085853-26-000551 filed by JOHNSON INVESTMENT COUNSEL INC
    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 7,263 shares
    Change vs previous 13F -61 shares

    0.01% of the 13F portfolio, value $641,250.

    13F-HR 0002085853-26-000263 filed by JOHNSON INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 7,324 shares
    Change vs previous 13F +2,915 shares

    0.01% of the 13F portfolio, value $659,014.

    13F-HR 0002085853-25-000236 filed by JOHNSON INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,409 shares
    Change vs previous 13F -102 shares

    <0.01% of the 13F portfolio, value $334,070.

    13F-HR 0001667731-25-000959 filed by JOHNSON INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,511 shares
    Change vs previous 13F -61 shares

    <0.01% of the 13F portfolio, value $321,905.

    13F-HR 0001667731-25-000456 filed by JOHNSON INVESTMENT COUNSEL INC
    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 4,572 shares
    Change vs previous 13F +1,051 shares

    <0.01% of the 13F portfolio, value $401,059.

    13F-HR 0001667731-25-000222 filed by JOHNSON INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,521 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $294,464.

    13F-HR 0001104659-24-113798 filed by JOHNSON INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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