Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | Stock | 301 | $4,580,460 | 63,768 | 0.00 | 0.00 | 11,638 | 22.32 | 03-31-2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | COM | 302 | $9,583,242 | 63,398 | 0.00 | 0.08 | 19,071 | 43.02 | 03-31-2023 |
| CIBC WORLD MARKETS CORP | COM | 303 | $4,534,772 | 63,132 | 0.00 | 0.00 | 28,398 | 81.76 | 03-31-2024 |
| MERCER GLOBAL ADVISORS INC /ADV | COM | 304 | $4,506,000 | 62,730 | 0.01 | 0.01 | 40,628 | 183.82 | 03-31-2024 |
