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Disclosery

FIRST TRUST ADVISORS LP: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on SRE, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 199,039 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,039 shares
    Change vs previous 13F -97,659 shares

    0.01% of the 13F portfolio, value $18,452,899.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 296,698 shares
    Change vs previous 13F -371,560 shares

    0.02% of the 13F portfolio, value $28,830,117.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 668,258 shares
    Change vs previous 13F -267,522 shares

    0.04% of the 13F portfolio, value $59,000,505.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 935,780 shares
    Change vs previous 13F -548,982 shares

    0.06% of the 13F portfolio, value $84,201,480.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 1,484,762 shares
    Change vs previous 13F +353,798 shares

    0.09% of the 13F portfolio, value $112,500,443.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 1,130,964 shares
    Change vs previous 13F +279,138 shares

    0.07% of the 13F portfolio, value $80,705,564.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 851,826 shares
    Change vs previous 13F +48,926 shares

    0.07% of the 13F portfolio, value $74,722,177.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 802,900 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $67,146,526.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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