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Disclosery

Cerity Partners LLC: SRE position timeline

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

Cerity Partners LLC held 200,328 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 200,328 shares
    Change vs previous 13F +33,389 shares

    0.02% of the 13F portfolio, value $18,575,756.

    13F-HR 0001172661-26-003640 filed by Cerity Partners LLC
    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 166,939 shares
    Change vs previous 13F +31,441 shares

    0.02% of the 13F portfolio, value $16,208,478.

    13F-HR 0001172661-26-002233 filed by Cerity Partners LLC
    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 135,498 shares
    Change vs previous 13F +5,469 shares

    0.02% of the 13F portfolio, value $11,962,956.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    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 130,029 shares
    Change vs previous 13F +2,151 shares

    0.02% of the 13F portfolio, value $11,699,866.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    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 127,878 shares
    Change vs previous 13F +6,120 shares

    0.02% of the 13F portfolio, value $9,689,349.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    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 121,758 shares
    Change vs previous 13F -2,784 shares

    0.02% of the 13F portfolio, value $8,688,710.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    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 124,542 shares
    Change vs previous 13F +7,293 shares

    0.02% of the 13F portfolio, value $10,837,213.

    13F-HR 0001566475-25-000002 filed by Cerity Partners LLC
    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 117,249 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,807,856.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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