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Disclosery

MORGAN STANLEY: SRE position timeline

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

MORGAN STANLEY held 25,024,468 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 25,024,468 shares
    Change vs previous 13F +675,236 shares

    0.12% of the 13F portfolio, value $2,320,018,679.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    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 24,349,232 shares
    Change vs previous 13F +2,019,141 shares

    0.14% of the 13F portfolio, value $2,366,015,100.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    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/A 22,330,091 shares
    Change vs previous 13F +3,250,783 shares

    0.12% of the 13F portfolio, value $1,971,524,126.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    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/A 19,079,308 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,716,756,402.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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