Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MONTAG A & ASSOCIATES INC | COM | 1101 | $195,615 | 2,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| REHMANN CAPITAL ADVISORY GROUP | COM | Liquidated | $0 | 0 | 0.00 | 2,695 | +Inf | 03-31-2024 | |
| BESSEMER GROUP INC | SC | 1103 | $407,000 | 2,683 | 0.00 | 0.00 | -1,773 | -39.79 | 03-31-2023 |
| STEEL PEAK WEALTH MANAGEMENT LLC | COM | 1104 | $414,836 | 2,669 | 0.00 | 2,669 | +Inf | 12-31-2022 |
