Institutional Owners for SRE
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
GARDE CAPITAL INC Equities 1151 $166,000 2,219 0.01 2,219 +Inf 12-31-2023
TIAA FSB Common / Ordinary Stock 1152 $322,627 2,216 0.00 0.00 -138 -5.86 06-30-2023
KEELEY-TETON ADVISORS LLC COM 1153 $331,645 2,194 0.00 0.05 0 0.00 03-31-2023
NEO IVY CAPITAL MANAGEMENT Stock 1154 $289,000 2,180 0.32 2,180 +Inf 03-31-2021
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