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ALPS ADVISORS INC: SRE position timeline

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

ALPS ADVISORS INC held 50,290 SRE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,290 shares
    Change vs previous 13F +35,843 shares

    0.02% of the 13F portfolio, value $4,662,386.

    13F-HR 0001398344-26-013014 filed by ALPS ADVISORS INC
    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 14,447 shares
    Change vs previous 13F +1,646 shares

    0.01% of the 13F portfolio, value $1,403,815.

    13F-HR 0001398344-26-008816 filed by ALPS ADVISORS INC
    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 12,801 shares
    Change vs previous 13F +2,329 shares

    0.01% of the 13F portfolio, value $1,130,200.

    13F-HR 0001398344-26-002827 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,472 shares
    Change vs previous 13F +4,702 shares

    0.01% of the 13F portfolio, value $942,271.

    13F-HR 0001398344-25-020370 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,770 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $437,193.

    13F-HR 0001398344-25-014895 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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