Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SAFEGUARD INVESTMENT ADVISORY GROUP LLC | COM | 701 | $529,064 | 7,777 | 0.00 | 0.00 | 4,658 | 149.34 | 09-30-2023 |
| QTRON INVESTMENTS LLC | COM | 702 | $549,571 | 7,651 | 0.00 | 7,651 | +Inf | 03-31-2024 | |
| IAMS WEALTH MANAGEMENT LLC | COM | 703 | $533,707 | 7,552 | 0.00 | 0.00 | 699 | 10.20 | 03-31-2024 |
| MENDEL MONEY MANAGEMENT | COM | 704 | $563,763 | 7,544 | 0.00 | 7,544 | +Inf | 12-31-2023 |
