ENVESTNET ASSET MANAGEMENT INC: SRE position timeline

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

ENVESTNET ASSET MANAGEMENT INC held 1,569,046 SRE shares at 2026-06-30 per its 13F-HR/A filed 2026-09-23.

the latest 13F is the newest step

period ended2026-06-30
13F/A 1,569,046 shares
Change vs previous 13F +243,047 shares
0.03% of the 13F portfolio, value $145,466,273.
13F-HR/A 0001214659-26-011925 filed by ENVESTNET ASSET MANAGEMENT INC
Accepted 2026-09-23 20:38:24 UTC, ingested 2026-10-08 03:34:40 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,557,098 shares
- Envestnet Portfolio Solutions, Inc.: 11,948 shares
period ended2026-03-31
13F 1,325,999 shares
Change vs previous 13F +66,451 shares
0.03% of the 13F portfolio, value $128,847,329.
13F-HR 0001214659-26-005464 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,316,599 shares
- Envestnet Portfolio Solutions, Inc.: 9,400 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,259,548 shares
Change vs previous 13F -190,502 shares
0.03% of the 13F portfolio, value $111,195,135.
13F-HR 0001214659-26-001375 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,243,184 shares
- Envestnet Portfolio Solutions, Inc.: 16,364 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,450,050 shares
Change vs previous 13F -91,006 shares
0.03% of the 13F portfolio, value $130,475,537.
13F-HR 0001214659-25-015924 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,430,820 shares
- Envestnet Portfolio Solutions, Inc.: 19,230 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,541,056 shares
Change vs previous 13F +21,319 shares
0.03% of the 13F portfolio, value $116,765,344.
13F-HR 0001214659-25-011234 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,515,505 shares
- Envestnet Portfolio Solutions, Inc.: 25,551 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,519,737 shares
Change vs previous 13F +61,726 shares
0.03% of the 13F portfolio, value $108,448,407.
13F-HR 0001214659-25-006567 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,494,066 shares
- Envestnet Portfolio Solutions, Inc.: 25,671 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,458,011 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $127,896,762.
13F-HR 0001214659-25-002500 filed by ENVESTNET ASSET MANAGEMENT INC
Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- ENVESTNET ASSET MANAGEMENT INC: 1,429,237 shares
- Envestnet Portfolio Solutions, Inc.: 28,774 shares
Acceptance time not in the bulk data set (spec §4.2).