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KCM INVESTMENT ADVISORS LLC: SRE position timeline

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

KCM INVESTMENT ADVISORS LLC held 5,642 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,642 shares
    Change vs previous 13F -103 shares

    0.02% of the 13F portfolio, value $523,087.

    13F-HR 0001941040-26-000602 filed by KCM INVESTMENT 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 5,745 shares
    Change vs previous 13F -335 shares

    0.02% of the 13F portfolio, value $558,259.

    13F-HR 0001941040-26-000374 filed by KCM INVESTMENT 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 6,080 shares
    Change vs previous 13F +85 shares

    0.02% of the 13F portfolio, value $536,819.

    13F-HR 0001941040-26-000153 filed by KCM INVESTMENT 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 5,995 shares
    Change vs previous 13F +189 shares

    0.02% of the 13F portfolio, value $539,446.

    13F-HR 0001941040-25-000642 filed by KCM INVESTMENT 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 5,806 shares
    Change vs previous 13F -13,930 shares

    0.01% of the 13F portfolio, value $439,934.

    13F-HR 0001941040-25-000435 filed by KCM INVESTMENT 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 19,736 shares
    Change vs previous 13F -9,180 shares

    0.05% of the 13F portfolio, value $1,408,374.

    13F-HR 0001941040-25-000297 filed by KCM INVESTMENT 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 28,916 shares
    Change vs previous 13F -250 shares

    0.09% of the 13F portfolio, value $2,536,527.

    13F-HR 0001941040-25-000147 filed by KCM INVESTMENT 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 29,166 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,439,168.

    13F-HR 0001941040-24-000472 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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