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CI INVESTMENTS INC.: SRE position timeline

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

CI INVESTMENTS INC. held 566,450 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 566,450 shares
    Change vs previous 13F +17,599 shares

    0.17% of the 13F portfolio, value $52,515,580.

    13F-HR 0001163648-26-000011 filed by CI INVESTMENTS 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 548,851 shares
    Change vs previous 13F +9,252 shares

    0.26% of the 13F portfolio, value $53,331,852.

    13F-HR 0001163648-26-000005 filed by CI INVESTMENTS 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 539,599 shares
    Change vs previous 13F +2,979 shares

    0.21% of the 13F portfolio, value $47,641,196.

    13F-HR 0001163648-26-000003 filed by CI INVESTMENTS 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 536,620 shares
    Change vs previous 13F +1,674 shares

    0.18% of the 13F portfolio, value $48,285,000.

    13F-HR 0001163648-25-000016 filed by CI INVESTMENTS 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 534,946 shares
    Change vs previous 13F +23,893 shares

    0.15% of the 13F portfolio, value $40,533,000.

    13F-HR 0001163648-25-000009 filed by CI INVESTMENTS 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 511,053 shares
    Change vs previous 13F -493,295 shares

    0.15% of the 13F portfolio, value $36,469,000.

    13F-HR 0001163648-25-000004 filed by CI INVESTMENTS 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 1,004,348 shares
    Change vs previous 13F -11,843 shares

    0.33% of the 13F portfolio, value $88,101,000.

    13F-HR 0001163648-25-000002 filed by CI INVESTMENTS 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 1,016,191 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $84,984,000.

    13F-HR 0001163648-24-000024 filed by CI INVESTMENTS INC.
    Filed (acceptance time not in the bulk data set), ingested

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