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Disclosery

Baird Financial Group, Inc.: SRE position timeline

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

Baird Financial Group, Inc. held 16,258 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,258 shares
    Change vs previous 13F +1,661 shares

    <0.01% of the 13F portfolio, value $1,507,280.

    13F-HR 0001648711-26-000006 filed by Baird Financial Group, 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 14,597 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $1,418,390.

    13F-HR 0001648711-26-000004 filed by Baird Financial Group, 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 14,476 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $1,278,086.

    13F-HR 0001648711-26-000002 filed by Baird Financial Group, 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 14,446 shares
    Change vs previous 13F -253 shares

    <0.01% of the 13F portfolio, value $1,299,851.

    13F-HR 0001648711-25-000026 filed by Baird Financial Group, 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 14,699 shares
    Change vs previous 13F +858 shares

    <0.01% of the 13F portfolio, value $1,113,743.

    13F-HR 0001083831-25-000011 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 13,841 shares
    Change vs previous 13F -4,128 shares

    <0.01% of the 13F portfolio, value $987,694.

    13F-HR 0001648711-25-000019 filed by Baird Financial Group, Inc.
    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 17,969 shares
    Change vs previous 13F -701 shares

    <0.01% of the 13F portfolio, value $1,576,240.

    13F-HR 0001648711-25-000009 filed by Baird Financial Group, Inc.
    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 18,670 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,561,372.

    13F-HR 0001728280-24-000014 filed by Baird Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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