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Meeder Advisory Services, Inc.: SRE position timeline

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

Meeder Advisory Services, Inc. held 12,572 SRE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,572 shares
    Change vs previous 13F -3,723 shares

    0.02% of the 13F portfolio, value $1,165,587.

    13F-HR 0001398344-26-013841 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 1 shares
    • Meeder Advisory Services, Inc.: 12,571 shares

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

  2. period ended2026-03-31
    13F 16,295 shares
    Change vs previous 13F +827 shares

    0.04% of the 13F portfolio, value $1,583,411.

    13F-HR 0001398344-26-008708 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 1 shares
    • Meeder Advisory Services, Inc.: 16,294 shares

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

  3. period ended2025-12-31
    13F 15,468 shares
    Change vs previous 13F +2,188 shares

    0.03% of the 13F portfolio, value $1,365,711.

    13F-HR 0001398344-26-002770 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 266 shares
    • Meeder Advisory Services, Inc.: 15,202 shares

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

  4. period ended2025-09-30
    13F 13,280 shares
    Change vs previous 13F +897 shares

    0.03% of the 13F portfolio, value $1,194,966.

    13F-HR 0001398344-25-019768 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 282 shares
    • Meeder Advisory Services, Inc.: 12,998 shares

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

  5. period ended2025-06-30
    13F 12,383 shares
    Change vs previous 13F +1,078 shares

    0.05% of the 13F portfolio, value $938,232.

    13F-HR 0001398344-25-014712 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 0 shares
    • Meeder Advisory Services, Inc.: 12,383 shares

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

  6. period ended2025-03-31
    13F 11,305 shares
    Change vs previous 13F -403 shares

    0.03% of the 13F portfolio, value $806,756.

    13F-HR 0001398344-25-008926 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 1 shares
    • Meeder Advisory Services, Inc.: 11,304 shares

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

  7. period ended2024-12-31
    13F 11,708 shares
    Change vs previous 13F -402 shares

    0.03% of the 13F portfolio, value $1,027,066.

    13F-HR 0001398344-25-002539 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • MEEDER ASSET MANAGEMENT INC: 325 shares
    • Meeder Advisory Services, Inc.: 11,383 shares

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

  8. period ended2024-09-30
    13F 12,110 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,012,758.

    13F-HR 0001398344-24-020228 filed by Meeder Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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