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OFI INVEST ASSET MANAGEMENT: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OFI INVEST ASSET MANAGEMENT on SRE, newest first. How the timeline and the estimate are built.

OFI INVEST ASSET MANAGEMENT held 16,380 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,380 shares
    Change vs previous 13F +1,479 shares

    0.02% of the 13F portfolio, value $1,518,590.

    13F-HR 0001977602-26-000005 filed by OFI INVEST ASSET 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 14,901 shares
    Change vs previous 13F +6,304 shares

    0.02% of the 13F portfolio, value $1,447,930.

    13F-HR 0001977602-26-000004 filed by OFI INVEST ASSET 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 8,597 shares
    Change vs previous 13F +8,597 shares

    0.01% of the 13F portfolio, value $759,029.

    13F-HR 0001977602-26-000002 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -812 shares

    13F-HR 0001977602-25-000006 filed by OFI INVEST ASSET MANAGEMENT
    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.

  5. period ended2025-03-31
    13F 812 shares
    Change vs previous 13F +302 shares

    <0.01% of the 13F portfolio, value $53,642.

    13F-HR 0001977602-25-000003 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 510 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $43,203.

    13F-HR 0001977602-25-000002 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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