Institutional Owners for SRE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| INTEGRATED ADVISORS NETWORK LLC | COM | 851 | $373,201 | 4,994 | 0.00 | 0.00 | 381 | 8.26 | 12-31-2023 |
| CORNERSTONE WEALTH MANAGEMENT LLC | COM | 852 | $357,747 | 4,980 | 0.00 | 0.00 | 15 | 0.30 | 03-31-2024 |
| FINANCIAL MANAGEMENT PROFESSIONALS INC | Stock | 853 | $356,000 | 4,960 | 0.05 | 0.05 | 709 | 16.68 | 03-31-2024 |
| KING LUTHER CAPITAL MANAGEMENT CORP | COM | 854 | $334,435 | 4,916 | 0.00 | 0.00 | 1,869 | 61.34 | 09-30-2023 |
