Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL PARTNER INC | CL | 1251 | $104,154 | 1,450 | 0.00 | 1,450 | +Inf | 03-31-2024 | |
| BALASA DINVERNO & FOLTZ LLC | COM | 1252 | $217,000 | 1,447 | 0.01 | 1,447 | +Inf | 09-30-2022 | |
| DT INVESTMENT PARTNERS LLC | COM | 1253 | $103,077 | 1,435 | 0.00 | 0.00 | 355 | 32.87 | 03-31-2024 |
| EXANE DERIVATIVES | STOCK | 1254 | $215,010 | 1,431 | 0.00 | 0.00 | -3,661 | -71.90 | 06-30-2022 |
