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Magellan Asset Management Ltd: SRE position timeline

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

Magellan Asset Management Ltd held 2,242,974 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 2,242,974 shares
    Change vs previous 13F -15,395 shares

    4.65% of the 13F portfolio, value $207,946,120.

    13F-HR 0001536105-26-000006 filed by Magellan Asset Management Ltd
    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 2,258,369 shares
    Change vs previous 13F +91,519 shares

    2.85% of the 13F portfolio, value $219,445,716.

    13F-HR 0001536105-26-000005 filed by Magellan Asset Management Ltd
    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 2,166,850 shares
    Change vs previous 13F -71,466 shares

    2.33% of the 13F portfolio, value $191,311,187.

    13F-HR 0001536105-26-000004 filed by Magellan Asset Management Ltd
    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 2,238,316 shares
    Change vs previous 13F -19,680 shares

    2.39% of the 13F portfolio, value $201,403,674.

    13F-HR 0001536105-25-000008 filed by Magellan Asset Management Ltd
    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 2,257,996 shares
    Change vs previous 13F -287,401 shares

    1.96% of the 13F portfolio, value $171,088,357.

    13F-HR 0001085146-25-004607 filed by Magellan Asset Management Ltd
    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 2,545,397 shares
    Change vs previous 13F -114,694 shares

    2.21% of the 13F portfolio, value $181,639,530.

    13F-HR 0001085146-25-002952 filed by Magellan Asset Management Ltd
    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 2,660,091 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $233,343,183.

    13F-HR 0001085146-25-001106 filed by Magellan Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

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