Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PIN OAK INVESTMENT ADVISORS INC | COM | 1301 | $96,000 | 1,274 | 0.10 | 0.12 | 637 | 100.00 | 12-31-2023 |
| CHERRY TREE WEALTH MANAGEMENT LLC | COM | 1302 | $94,011 | 1,258 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ACADIAN ASSET MANAGEMENT LLC | COM | 1303 | $188,000 | 1,254 | 0.00 | 0.02 | -21,180 | -94.41 | 03-31-2023 |
| M&R CAPITAL MANAGEMENT INC | Stock | 1304 | $89,788 | 1,250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
