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LOOMIS SAYLES & CO L P: SRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOOMIS SAYLES & CO L P on SRE, newest first. How the timeline and the estimate are built.

LOOMIS SAYLES & CO L P held 999 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 999 shares
    Change vs previous 13F +104 shares

    <0.01% of the 13F portfolio, value $92,617.

    13F-HR 0000312348-26-000034 filed by LOOMIS SAYLES & CO L P
    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 895 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $86,967.

    13F-HR 0000312348-26-000026 filed by LOOMIS SAYLES & CO L P
    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 892 shares
    Change vs previous 13F -40 shares

    <0.01% of the 13F portfolio, value $78,755.

    13F-HR 0000312348-26-000014 filed by LOOMIS SAYLES & CO L P
    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 932 shares
    Change vs previous 13F -216 shares

    <0.01% of the 13F portfolio, value $83,861.

    13F-HR 0000312348-25-000035 filed by LOOMIS SAYLES & CO L P
    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 1,148 shares
    Change vs previous 13F -357 shares

    <0.01% of the 13F portfolio, value $86,984.

    13F-HR 0000312348-25-000028 filed by LOOMIS SAYLES & CO L P
    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 1,505 shares
    Change vs previous 13F +654 shares

    <0.01% of the 13F portfolio, value $107,000.

    13F-HR 0000312348-25-000021 filed by LOOMIS SAYLES & CO L P
    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 shares
    Change vs previous 13F -203 shares

    <0.01% of the 13F portfolio, value $75,000.

    13F-HR 0000312348-25-000014 filed by LOOMIS SAYLES & CO L P
    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 1,054 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $88,000.

    13F-HR 0000312348-24-000037 filed by LOOMIS SAYLES & CO L P
    Filed (acceptance time not in the bulk data set), ingested

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