Skip to content
Disclosery

NewEdge Wealth, LLC: SRE position timeline

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

NewEdge Wealth, LLC held 28,445 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,445 shares
    Change vs previous 13F +2,155 shares

    0.03% of the 13F portfolio, value $2,637,144.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 26,290 shares
    Change vs previous 13F -6,042 shares

    0.03% of the 13F portfolio, value $2,554,571.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 32,332 shares
    Change vs previous 13F +3,938 shares

    0.03% of the 13F portfolio, value $2,854,571.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 28,394 shares
    Change vs previous 13F -756 shares

    0.04% of the 13F portfolio, value $2,623,322.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 29,150 shares
    Change vs previous 13F -1,424 shares

    0.04% of the 13F portfolio, value $2,407,532.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 30,574 shares
    Change vs previous 13F -1,962 shares

    0.04% of the 13F portfolio, value $2,181,738.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 32,536 shares
    Change vs previous 13F -2,111 shares

    0.05% of the 13F portfolio, value $2,854,050.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 34,647 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,897,521.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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