Institutional Owners for DUK
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
RFG ADVISORY LLC COM NEW 1001 $1,510,666 15,621 0.00 0.00 1 0.01 03-31-2024
REDPOINT INVESTMENT MANAGEMENT PTY LTD COM NEW 1002 $1,449,000 15,573 0.21 0.22 -1,693 -9.81 09-30-2022
PRIVATE WEALTH PARTNERS LLC COM NEW 1003 $1,509,069 15,551 0.00 0.00 1,503 10.70 12-31-2023
ADVISORY ALPHA LLC COM NEW 1004 $1,503,111 15,542 0.00 0.00 4,726 43.69 03-31-2024
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