Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BENJAMIN F EDWARDS & COMPANY INC | COM | 551 | $1,053,000 | 14,663 | 0.02 | 0.02 | -790 | -5.11 | 03-31-2024 |
| WHITTIER TRUST CO | US LARGE-CAP EQUITIES | 552 | $1,044,832 | 14,546 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LAUREL WEALTH ADVISORS INC | Stock | 553 | $2,243,000 | 14,516 | 0.22 | 14,516 | +Inf | 12-31-2022 | |
| KESTRA PRIVATE WEALTH SERVICES LLC | COM | 554 | $1,038,221 | 14,454 | 0.00 | 0.00 | 3,466 | 31.54 | 03-31-2024 |
