Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
1,232 institutional managers reported holding SRE for the quarter ended Mar 31, 2026. Together they hold about 87% of shares outstanding; the top 10 hold 49%. 155 opened new positions; 112 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 77.46M | 11.82% | $7.53B | added +0.9% | ≤2013 |
| BlackRock | 59.91M | 9.14% | $5.82B | added +4.2% | ≤2013 |
| Wellington Management | 46.14M | 7.04% | $4.48B | trimmed -1.1% | 2015 Q1 |
| State Street | 37.30M | 5.69% | $3.62B | added +1.3% | ≤2013 |
| Morgan Stanley | 24.35M | 3.71% | $2.37B | added +9% | ≤2013 |
| Capital International Investors | 18.75M | 2.86% | $1.82B | trimmed -63.8% | 2014 Q4 |
| FMR (Fidelity) | 18.57M | 2.83% | $1.80B | added +1.8% | ≤2013 |
| Geode Capital | 14.69M | 2.24% | $1.43B | added +2.7% | ≤2013 |
| Newport Trust Company, LLC | 11.23M | 1.71% | $1.09B | trimmed -4.2% | 2017 Q4 |
| Invesco | 10.57M | 1.61% | $1.03B | added +2.7% | ≤2013 |
| Bank OF America CORP /DE/ | 10.39M | 1.58% | $1.01B | added +16.1% | ≤2013 |
| Franklin Resources | 9.96M | 1.52% | $968.1M | added +10.3% | ≤2013 |
| Deutsche Bank AG\ | 9.33M | 1.42% | $906.5M | added +1.8% | 2013 Q3 |
| T. Rowe Price | 9.19M | 1.40% | $893.0M | trimmed -4.1% | ≤2013 |
| UBS | 7.92M | 1.21% | $769.9M | unchanged | ≤2013 |
| Northern Trust | 6.61M | 1.01% | $642.7M | unchanged | ≤2013 |
| Legal & General Group PLC | 6.12M | 0.93% | $594.7M | trimmed -2.1% | ≤2013 |
| Clearbridge Investments, LLC | 5.78M | 0.88% | $561.2M | trimmed -4.2% | ≤2013 |
| Capital Research Global Investors | 5.29M | 0.81% | $513.6M | added +560.8% | 2024 Q2 |
| BNY Mellon | 5.05M | 0.77% | $490.3M | unchanged | ≤2013 |
| MFS Investment Management | 4.67M | 0.71% | $454.1M | added +3.9% | ≤2013 |
| Goldman Sachs | 4.57M | 0.70% | $443.8M | added +1.8% | ≤2013 |
| Mirae Asset Global Etfs Holdings LTD. | 4.54M | 0.69% | $441.1M | added +23.3% | 2016 Q1 |
| Pictet Asset Management Holding SA | 4.26M | 0.65% | $414.4M | unchanged | ≤2013 |
| Charles Schwab Investment Management | 4.18M | 0.64% | $406.4M | added +2.7% | ≤2013 |
| Mitsubishi UFJ Asset Management CO., LTD. | 3.89M | 0.59% | $378.3M | unchanged | ≤2013 |
| Bahl & Gaynor INC | 3.40M | 0.52% | $329.9M | trimmed -1.7% | 2015 Q1 |
| Cohen & Steers | 3.32M | 0.51% | $322.5M | added +1.9% | 2020 Q2 |
| Perpetual LTD | 3.04M | 0.46% | $295.3M | trimmed -5.3% | 2021 Q2 |
| National Pension Service | 3.01M | 0.46% | $292.1M | added +6.3% | 2014 Q3 |
| Nuveen | 2.78M | 0.42% | $270.2M | trimmed -24.8% | ≤2013 |
| Hsbc Holdings PLC | 2.44M | 0.37% | $236.8M | trimmed -1.9% | ≤2013 |
| DekaBank Deutsche Girozentrale | 2.33M | 0.36% | $226.7M | unchanged | ≤2013 |
| Magellan Asset Management | 2.26M | 0.34% | $219.4M | added +4.2% | 2013 Q3 |
| Wells Fargo & COMPANY/MN | 2.24M | 0.34% | $217.8M | added +29.7% | ≤2013 |
| Bessemer Group INC | 2.23M | 0.34% | $216.8M | added +0.6% | ≤2013 |
| Millennium Management | 2.20M | 0.34% | $213.4M | trimmed -11% | ≤2013 |
| Jennison Associates LLC | 2.11M | 0.32% | $205.2M | trimmed -2.1% | ≤2013 |
| Dimensional Fund Advisors | 2.10M | 0.32% | $203.7M | added +2.5% | ≤2013 |
| Capital Group (American Funds) | 2.09M | 0.32% | $202.9M | opened | 2026 Q1 |
| Duff & Phelps Investment Management CO | 2.09M | 0.32% | $202.7M | unchanged | ≤2013 |
| Reaves W H & CO INC | 2.07M | 0.32% | $200.9M | trimmed -3.4% | ≤2013 |
| Swiss National Bank | 1.92M | 0.29% | $186.1M | added +7.1% | ≤2013 |
| Balyasny Asset Management | 1.81M | 0.28% | $175.7M | added +128% | 2022 Q1 |
| Antipodes Partners LTD | 1.72M | 0.26% | $167.4M | added +7.6% | 2025 Q3 |
| Bank OF Montreal /CAN/ | 1.66M | 0.25% | $161.5M | added +98% | ≤2013 |
| Principal Financial Group INC | 1.64M | 0.25% | $159.8M | trimmed -3.2% | ≤2013 |
| Barclays PLC | 1.61M | 0.25% | $156.9M | added +50.5% | ≤2013 |
| Brookfield CORP /ON/ | 1.61M | 0.25% | $156.5M | trimmed -16.3% | 2025 Q3 |
| Amundi | 1.59M | 0.24% | $154.3M | trimmed -4.6% | 2017 Q4 |
Largest 50 of 1,232 shown; the full ranked, searchable register is at boothcheck.com/holders/SRE. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.