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Rockefeller Capital Management L.P.: SRE position timeline

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

Rockefeller Capital Management L.P. held 1,027,846 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 1,027,846 shares
    Change vs previous 13F +491,769 shares

    0.15% of the 13F portfolio, value $95,291,779.

    13F-HR 0001739439-26-000006 filed by Rockefeller Capital Management 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 536,077 shares
    Change vs previous 13F +35,805 shares

    0.09% of the 13F portfolio, value $52,090,709.

    13F-HR 0001739439-26-000005 filed by Rockefeller Capital Management 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/A 500,272 shares
    Change vs previous 13F +146,929 shares

    0.08% of the 13F portfolio, value $44,174,538.

    13F-HR/A 0001739439-26-000003 filed by Rockefeller Capital Management 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 353,343 shares
    Change vs previous 13F +23,478 shares

    0.06% of the 13F portfolio, value $31,793,878.

    13F-HR 0001739439-25-000031 filed by Rockefeller Capital Management 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/A 329,865 shares
    Change vs previous 13F +14,932 shares

    0.05% of the 13F portfolio, value $25,079,936.

    13F-HR/A 0001739439-25-000022 filed by Rockefeller Capital Management 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 314,933 shares
    Change vs previous 13F +12,930 shares

    0.06% of the 13F portfolio, value $22,478,254.

    13F-HR 0001739439-25-000008 filed by Rockefeller Capital Management 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 302,003 shares
    Change vs previous 13F +16,048 shares

    0.07% of the 13F portfolio, value $26,487,644.

    13F-HR 0001739439-25-000002 filed by Rockefeller Capital Management 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 285,955 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $23,911,425.

    13F-HR 0001739439-24-000023 filed by Rockefeller Capital Management L.P.
    Filed (acceptance time not in the bulk data set), ingested

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