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ZWJ INVESTMENT COUNSEL INC: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZWJ INVESTMENT COUNSEL INC on SRE, newest first. How the timeline and the estimate are built.

ZWJ INVESTMENT COUNSEL INC held 380,747 SRE shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 380,747 shares
    Change vs previous 13F +29,356 shares

    0.92% of the 13F portfolio, value $29,683,067.

    13F-HR 0001580642-26-006907 filed by ZWJ INVESTMENT COUNSEL INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 351,391 shares
    Change vs previous 13F +14,803 shares

    1.05% of the 13F portfolio, value $32,577,433.

    13F-HR 0001580642-26-004427 filed by ZWJ INVESTMENT COUNSEL INC
    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 336,588 shares
    Change vs previous 13F +15,443 shares

    1.18% of the 13F portfolio, value $32,706,266.

    13F-HR 0001580642-26-002635 filed by ZWJ INVESTMENT COUNSEL INC
    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 321,145 shares
    Change vs previous 13F +15,676 shares

    1.02% of the 13F portfolio, value $28,353,892.

    13F-HR 0001580642-26-000391 filed by ZWJ INVESTMENT COUNSEL INC
    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 305,469 shares
    Change vs previous 13F +17,278 shares

    0.97% of the 13F portfolio, value $27,486,101.

    13F-HR 0001580642-25-006589 filed by ZWJ INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 288,191 shares
    Change vs previous 13F +52,583 shares

    0.81% of the 13F portfolio, value $21,836,232.

    13F-HR 0001580642-25-004371 filed by ZWJ INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 235,608 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $16,812,987.

    13F-HR 0001580642-25-002589 filed by ZWJ INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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