This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SRE/capital-change-brief"
Use Arkolith's capital_change_brief for SRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $5.8B | 59.9M | ▲+4.2% Added · +2.4M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $4.1B | 42.4M | ▲New +42.4M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $3.6B | 37.3M | ▲+1.3% Added · +492K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.7B | 28.0M | ▲New +28.0M sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $2.4B | 24.3M | ▲+9.0% Added · +2.0M sh | Q1 2026 | |
| 6 | FMR LLC | $1.8B | 18.6M | ▲+1.8% Added · +320K sh | Q1 2026 | |
| 7 | JPMORGAN CHASE & CO | $1.7B | 17.9M | ▲+48% Added · +5.8M sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $1.4B | 14.7M | ▲+2.7% Added · +389K sh | Q1 2026 | |
| 9 | Newport Trust Company, LLC | $1.1B | 11.2M | ▼−4.2% Reduced · −487K sh | Q1 2026 | |
| 10 | BANK OF AMERICA CORP /DE/ | $1.0B | 10.4M | ▲+16% Added · +1.4M sh | Q1 2026 | |
| 11 | NORGES BANK | $914.9M | 10.4M | ▲+12% Added · +1.1M sh | Q4 2025 | |
| 12 | FRANKLIN RESOURCES INC | $968.2M | 10.0M | ▲+10% Added · +931K sh | Q1 2026 | |
| 13 | DEUTSCHE BANK AG\ | $906.5M | 9.3M | ▲+1.8% Added · +167K sh | Q1 2026 | |
| 14 | PRICE T ROWE ASSOCIATES INC /MD/ | $893.1M | 9.2M | ▼−4.1% Reduced · −397K sh | Q1 2026 | |
| 15 | NORTHERN TRUST CORP | $642.8M | 6.6M | ▲+0.1% Added · +6K sh | Q1 2026 | |
| 16 | Legal & General Group Plc | $594.7M | 6.1M | ▼−2.1% Reduced · −130K sh | Q1 2026 | |
| 17 | Clearbridge Investments, LLC | $561.3M | 5.8M | ▼−4.2% Reduced · −251K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $490.3M | 5.0M | ▼−0.3% Reduced · −13K sh | Q1 2026 | |
| 19 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $482.6M | 5.0M | ▼−2.3% Reduced · −116K sh | Q1 2026 | |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $454.2M | 4.7M | ▲+3.9% Added · +176K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $443.9M | 4.6M | ▲+1.7% Added · +78K sh | Q1 2026 | |
| 22 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $428.9M | 4.4M | ▲+23% Added · +834K sh | Q1 2026 | |
| 23 | Pictet Asset Management Holding SA | $414.4M | 4.3M | ▲+0.3% Added · +14K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $406.4M | 4.2M | ▲+2.7% Added · +109K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $357.0M | 3.7M | ▲New +3.7M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Kirk Jennifer M | Director | Grant (A) | 137 | $13K |
| Jul 1, 2026 | Ferrero Pablo | Director | Grant (A) | 137 | $13K |
| Jul 1, 2026 | CONESA ANDRES | Director | Grant (A) | 137 | $13K |
| Jul 1, 2026 | MARK RICHARD J | Director | Grant (A) | 137 | $13K |
| Jul 1, 2026 | MEARS MICHAEL N | Director | Grant (A) | 137 | $13K |
| Jul 1, 2026 | Taylor Jack T | Director | Grant (A) | 137 | $13K |
| Jul 1, 2026 | Sagara Kevin C. | Director | Grant (A) | 137 | $13K |
| Jul 1, 2026 | Weaving Anya | Director | Grant (A) | 137 | $13K |
| Jul 1, 2026 | YARDLEY JAMES C | Director | Grant (A) | 137 | $13K |
| Jul 1, 2026 | WARNER CYNTHIA J | Director | Grant (A) | 317 | $29K |
| Jun 17, 2026 | Winn Caroline Ann | Executive Vice President | Sell (S) | 100 | $9K |
| Jun 17, 2026 | Winn Caroline Ann | Executive Vice President | Sell (S) | 8K | $715K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 385 funds | $305.5B |
| NVIDIA CORPNVDA | 383 funds | $427.8B |
| AMAZON.COM INCAMZN | 382 funds | $230.6B |
| BROADCOM INCAVGO | 382 funds | $167.7B |
| APPLE INCAAPL | 381 funds | $323.9B |
| JPMORGAN CHASE & COJPM | 381 funds | $78.3B |
| META PLATFORMS INC-CLASS AMETA | 378 funds | $127.6B |
| ALPHABET INC-CL AGOOGL | 377 funds | $199.6B |
| ELI LILLY & COLLY | 375 funds | $84.1B |
| VISA INC-CLASS A SHARESV | 371 funds | $68.7B |
| MASTERCARD INC - AMA | 371 funds | $60.6B |
| HOME DEPOT INCHD | 370 funds | $34.4B |
Ranked by how many of SRE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.