SRE
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 35.3 | P/B | 1.82 |
| EPS (TTM) | 2.81 | Dividend | 2.74% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 59.9M | 0.1% | +4% |
| WELLINGTON MANAGEMENT GROUP LLP | 46.1M | 0.8% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 42.4M | n/a | n/a |
| State Street | 37.3M | 0.1% | +1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 28.0M | n/a | n/a |
| Morgan Stanley | 24.3M | 0.1% | n/a |
Top institutional owners for SRE as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| JUN 17 | Winn Caroline Ann | SELL | 8K | −$715K |
| MAY 19 | Ferrero Pablo | SELL | 3K | −$233K |
| MAY 14 | DAY DIANA L | SELL | 3K | −$304K |
0 insider buys, 3 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SRE yet.