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Franklin Resources: SRE position timeline

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

Franklin Resources held 15,666,055 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 15,666,055 shares
    Change vs previous 13F -74,647 shares

    0.25% of the 13F portfolio, value $1,452,399,953.

    13F-HR 0000038777-26-000222 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 10,069,999 shares
    • Clearbridge Investments, LLC: 5,596,056 shares

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

  2. period ended2026-03-31
    13F 15,740,702 shares
    Change vs previous 13F -188,997 shares

    0.29% of the 13F portfolio, value $1,529,523,990.

    13F-HR 0000038777-26-000124 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 9,964,394 shares
    • Clearbridge Investments, LLC: 5,776,308 shares

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

  3. period ended2025-12-31
    13F 15,929,699 shares
    Change vs previous 13F -5,332,591 shares

    0.26% of the 13F portfolio, value $1,406,433,144.

    13F-HR 0000038777-26-000055 filed by FRANKLIN RESOURCES INC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 9,033,089 shares
    • Brandywine Global Investment Management, LLC: 869,717 shares
    • Clearbridge Investments, LLC: 6,026,893 shares

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

  4. period ended2025-09-30
    13F 21,262,290 shares
    Change vs previous 13F -114,330 shares

    0.35% of the 13F portfolio, value $1,913,154,706.

    13F-HR 0001348883-25-000015 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 9,463,947 shares
    • Brandywine Global Investment Management, LLC: 871,743 shares
    • Clearbridge Investments, LLC: 10,926,600 shares

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

  5. period ended2025-06-30
    13F 21,376,620 shares
    Change vs previous 13F +377,268 shares

    0.31% of the 13F portfolio, value $1,619,706,521.

    13F-HR 0001348883-25-000013 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 8,449,168 shares
    • Brandywine Global Investment Management, LLC: 666,108 shares
    • Clearbridge Investments, LLC: 12,261,344 shares

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

  6. period ended2025-03-31
    13F 20,999,352 shares
    Change vs previous 13F -992,856 shares

    0.32% of the 13F portfolio, value $1,498,513,716.

    13F-HR 0001348883-25-000011 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 8,436,214 shares
    • Brandywine Global Investment Management, LLC: 615,783 shares
    • Clearbridge Investments, LLC: 11,947,355 shares

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

  7. period ended2024-12-31
    13F 21,992,208 shares
    Change vs previous 13F -177,035 shares

    0.39% of the 13F portfolio, value $1,929,156,446.

    13F-HR 0001348883-25-000002 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 7,681,533 shares
    • Brandywine Global Investment Management, LLC: 320,736 shares
    • Clearbridge Investments, LLC: 13,989,939 shares

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

  8. period ended2024-09-30
    13F/A 22,169,243 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,850,153,927.

    13F-HR 0001348883-24-000021 filed by Clearbridge Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • FRANKLIN RESOURCES INC: 7,695,988 shares
    • Brandywine Global Investment Management, LLC: 345,386 shares
    • Clearbridge Investments, LLC: 14,127,869 shares

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