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Disclosery

TORTOISE CAPITAL ADVISORS, L.L.C.: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TORTOISE CAPITAL ADVISORS, L.L.C. on SRE, newest first. How the timeline and the estimate are built.

TORTOISE CAPITAL ADVISORS, L.L.C. held 814,192 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 814,192 shares
    Change vs previous 13F -315,481 shares

    0.77% of the 13F portfolio, value $75,483,740.

    13F-HR 0001280965-26-000003 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 1,129,673 shares
    Change vs previous 13F -473,164 shares

    1.14% of the 13F portfolio, value $109,770,325.

    13F-HR 0001280965-26-000002 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 1,602,837 shares
    Change vs previous 13F +87,896 shares

    1.8% of the 13F portfolio, value $141,514,479.

    13F-HR 0001280965-26-000001 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 1,514,941 shares
    Change vs previous 13F +90,640 shares

    1.76% of the 13F portfolio, value $136,314,391.

    13F-HR 0001280965-25-000007 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 1,424,301 shares
    Change vs previous 13F -15,824 shares

    1.41% of the 13F portfolio, value $107,919,287.

    13F-HR 0001280965-25-000005 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 1,440,125 shares
    Change vs previous 13F +380,970 shares

    1.24% of the 13F portfolio, value $102,767,320.

    13F-HR 0001280965-25-000004 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 1,059,155 shares
    Change vs previous 13F +172,489 shares

    1.19% of the 13F portfolio, value $92,909,077.

    13F-HR 0001280965-25-000002 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    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 886,666 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $74,151,878.

    13F-HR 0001280965-24-000060 filed by TORTOISE CAPITAL ADVISORS, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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