Who owns SRE
1,225 institutions reported holding SRE for 2026Q1, together 89% of the company, more than the 1,181 a quarter earlier.
1,225
Institutions reporting a position · as of 2026Q1 · up from 1,181 the quarter before
- Shares held by institutions
- 586.5M
Shares held by institutions · 89% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $57.0B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 37%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 152
- Positions exited
- 114
- Added to
- 431
- Reduced
- 344
- Top 10 holdersof the company
- 50%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 1,225 | 586.5M | $57.0B |
| 2025Q4 | 1,181 | 603.3M | $53.3B |
| 2025Q3 | 1,127 | 602.3M | $54.2B |
| 2025Q2 | 1,098 | 585.7M | $44.4B |
| 2025Q1 | 1,120 | 578.6M | $41.3B |
| 2024Q4 | 1,177 | 583.2M | $51.1B |
| 2024Q3 | 1,082 | 570.0M | $47.7B |
| 2024Q2 | 1,020 | 568.7M | $43.2B |
| 2024Q1 | 1,023 | 559.7M | $40.3B |
| 2023Q4 | 1,019 | 563.8M | $42.2B |
| 2023Q3 | 963 | 539.5M | $36.7B |
| 2023Q2 | 973 | 269.4M | $39.2B |
| 2023Q1 | 962 | 272.4M | $41.2B |
| 2022Q4 | 990 | 270.4M | $41.7B |
| 2022Q3 | 943 | 272.1M | $40.8B |
| 2022Q2 | 937 | 272.5M | $40.9B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| VANGUARD GROUP INC | 77.5M | 12% | $7.53B |
| BlackRock Inc. | 59.9M | 9.1% | $5.82B |
| WELLINGTON MANAGEMENT GROUP LLP | 46.1M | 7.0% | $4.48B |
| STATE STREET CORP | 37.3M | 5.7% | $3.65B |
| MORGAN STANLEY | 24.3M | 3.7% | $2.37B |
| Capital International Investors | 18.8M | 2.9% | $1.82B |
| FMR LLC | 18.6M | 2.8% | $1.80B |
| JPMORGAN CHASE & CO | 17.9M | 2.7% | $1.73B |
| GEODE CAPITAL MANAGEMENT LLC | 14.7M | 2.2% | $1.42B |
| Newport Trust Company, LLC | 11.2M | 1.7% | $1.09B |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
reading the register…
Utilities
Ranks #57 of 73 by Smart Score