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Chevy Chase Trust Holdings, LLC: SRE position timeline

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

Chevy Chase Trust Holdings, LLC held 315,973 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 315,973 shares
    Change vs previous 13F -5,874 shares

    0.08% of the 13F portfolio, value $29,293,857.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 321,847 shares
    Change vs previous 13F -9,368 shares

    0.09% of the 13F portfolio, value $31,273,873.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 331,215 shares
    Change vs previous 13F -1,772 shares

    0.08% of the 13F portfolio, value $29,242,972.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 332,987 shares
    Change vs previous 13F -11,486 shares

    0.08% of the 13F portfolio, value $29,962,171.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 344,473 shares
    Change vs previous 13F +12,284 shares

    0.08% of the 13F portfolio, value $26,100,720.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 332,189 shares
    Change vs previous 13F -207 shares

    0.08% of the 13F portfolio, value $23,705,007.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 332,396 shares
    Change vs previous 13F -7,070 shares

    0.09% of the 13F portfolio, value $29,157,777.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 339,466 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $28,389,542.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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