Institutional Owners for SRE
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
SIMPLICITY SOLUTIONS LLC COM 651 $720,840 9,646 0.00 0.00 -377 -3.76 12-31-2023
COHEN KLINGENSTEIN LLC COM 652 $689,568 9,600 0.00 0.00 0 0.00 03-31-2024
QSEMBLE CAPITAL MANAGEMENT LP COM 653 $687,054 9,565 0.00 0.00 -3,993 -29.45 03-31-2024
MECHANICS BANK TRUST DEPARTMENT COM 654 $681,666 9,490 0.00 0.00 -692 -6.80 03-31-2024
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