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Disclosery

AVIVA PLC: SRE position timeline

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

AVIVA PLC held 1,112,698 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,112,698 shares
    Change vs previous 13F +6,083 shares

    0.15% of the 13F portfolio, value $103,157,518.

    13F-HR 0001140022-26-000010 filed by AVIVA PLC
    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 1,106,615 shares
    Change vs previous 13F +21,129 shares

    0.18% of the 13F portfolio, value $107,530,801.

    13F-HR 0001140022-26-000005 filed by AVIVA PLC
    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 1,085,486 shares
    Change vs previous 13F +42,269 shares

    0.16% of the 13F portfolio, value $95,836,627.

    13F-HR 0001140022-26-000002 filed by AVIVA PLC
    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 1,043,217 shares
    Change vs previous 13F +64,578 shares

    0.17% of the 13F portfolio, value $93,868,190.

    13F-HR 0001140022-25-000012 filed by AVIVA PLC
    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 978,639 shares
    Change vs previous 13F +151,424 shares

    0.15% of the 13F portfolio, value $74,150,576.

    13F-HR 0001140022-25-000009 filed by AVIVA PLC
    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 827,215 shares
    Change vs previous 13F +118,067 shares

    0.14% of the 13F portfolio, value $59,028,888.

    13F-HR 0001140022-25-000006 filed by AVIVA PLC
    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 709,148 shares
    Change vs previous 13F -37,285 shares

    0.16% of the 13F portfolio, value $62,204,240.

    13F-HR 0001140022-25-000002 filed by AVIVA PLC
    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 746,433 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $62,423,395.

    13F-HR 0001140022-24-000019 filed by AVIVA PLC
    Filed (acceptance time not in the bulk data set), ingested

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