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Disclosery

New Covenant Trust Company, N.A.: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Covenant Trust Company, N.A. on SRE, newest first. How the timeline and the estimate are built.

New Covenant Trust Company, N.A. held 0 SRE shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -2,634 shares

    13F-HR 0001214659-26-012675 filed by New Covenant Trust Company, N.A.
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 2,634 shares
    Change vs previous 13F -40 shares

    0.18% of the 13F portfolio, value $244,198.

    13F-HR 0001214659-26-008495 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,674 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $259,833.

    13F-HR 0001214659-26-004763 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,674 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $239,885.

    13F-HR 0001214659-26-000399 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,674 shares
    Change vs previous 13F +2,674 shares

    0.22% of the 13F portfolio, value $240,607.

    13F-HR 0001214659-25-014735 filed by New Covenant Trust Company, N.A.
    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 0 shares
    Change vs previous 13F -2,772 shares

    13F-HR 0001214659-25-006248 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 2,772 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $242,134.

    13F-HR 0001214659-25-002096 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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