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Disclosery

NEOS Investment Management LLC: SRE position timeline

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

NEOS Investment Management LLC held 106,390 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,390 shares
    Change vs previous 13F +5,315 shares

    0.04% of the 13F portfolio, value $9,863,417.

    13F-HR 0001172661-26-003274 filed by NEOS Investment Management 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 101,075 shares
    Change vs previous 13F +4,534 shares

    0.05% of the 13F portfolio, value $9,821,458.

    13F-HR 0001172661-26-002245 filed by NEOS Investment Management 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 96,541 shares
    Change vs previous 13F +14,851 shares

    0.05% of the 13F portfolio, value $8,523,605.

    13F-HR 0001172661-26-001028 filed by NEOS Investment Management 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 81,690 shares
    Change vs previous 13F +25,239 shares

    0.05% of the 13F portfolio, value $7,297,776.

    13F-HR 0001172661-25-004623 filed by NEOS Investment Management 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 56,451 shares
    Change vs previous 13F +10,959 shares

    0.05% of the 13F portfolio, value $4,277,293.

    13F-HR 0001172661-25-003105 filed by NEOS Investment Management 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 45,492 shares
    Change vs previous 13F +8,768 shares

    0.06% of the 13F portfolio, value $3,246,309.

    13F-HR 0001172661-25-001962 filed by NEOS Investment Management 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 36,724 shares
    Change vs previous 13F +8,708 shares

    0.08% of the 13F portfolio, value $3,221,429.

    13F-HR 0001172661-25-000673 filed by NEOS Investment Management 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 28,016 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,342,978.

    13F-HR 0001172661-24-004619 filed by NEOS Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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