Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PLANNING CAPITAL MANAGEMENT CORP | COM | 1601 | $4,813 | 67 | 0.00 | 0.00 | 21 | 45.65 | 03-31-2024 |
| TD WATERHOUSE CANADA INC | COM | 1602 | $4,739 | 66 | 0.00 | 0.00 | -1,480 | -95.73 | 03-31-2024 |
| MOISAND FITZGERALD TAMAYO LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 33 | 100.00 | 12-31-2023 |
| WEST OAK CAPITAL LLC | COM | 1604 | $9,463 | 65 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
