Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SEARLE & CO | COM | 1051 | $466,470 | 3,000 | 0.00 | 0.19 | 0 | 0.00 | 03-31-2023 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | sre | 1052 | $224,000 | 2,992 | 0.01 | 0.01 | -40 | -1.32 | 12-31-2023 |
| EVERCORE WEALTH MANAGEMENT LLC | COM | 1053 | $214,915 | 2,992 | 0.00 | 0.00 | -26 | -0.86 | 03-31-2024 |
| EVERSOURCE WEALTH ADVISORS LLC | Stock | 1054 | $222,807 | 2,982 | 0.00 | 0.00 | -12 | -0.40 | 12-31-2023 |
