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Disclosery

MAI Capital Management: SRE position timeline

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

MAI Capital Management held 124,892 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 124,892 shares
    Change vs previous 13F +44,507 shares

    0.04% of the 13F portfolio, value $11,597,186.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 80,385 shares
    Change vs previous 13F +14,680 shares

    0.04% of the 13F portfolio, value $7,811,021.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 65,705 shares
    Change vs previous 13F +57,040 shares

    0.03% of the 13F portfolio, value $5,801,127.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 8,665 shares
    Change vs previous 13F +1,783 shares

    <0.01% of the 13F portfolio, value $779,695.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 6,882 shares
    Change vs previous 13F -157 shares

    <0.01% of the 13F portfolio, value $521,459.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 7,039 shares
    Change vs previous 13F +667 shares

    <0.01% of the 13F portfolio, value $502,336.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 6,372 shares
    Change vs previous 13F +1,096 shares

    <0.01% of the 13F portfolio, value $558,979.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 5,276 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $441,248.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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