Institutional Owners for DUK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ADALTA CAPITAL MANAGEMENT LLC | COM NEW | 1301 | $843,278 | 8,690 | 0.00 | 0.51 | 284 | 3.38 | 12-31-2023 |
| MOUNT YALE INVESTMENT ADVISORS LLC | COM NEW | 1302 | $766,521 | 8,685 | 0.00 | 0.00 | -130 | -1.47 | 09-30-2023 |
| KOVACK ADVISORS INC | COM NEW | 1303 | $839,693 | 8,683 | 0.00 | 0.00 | 1,543 | 21.61 | 03-31-2024 |
| WINTHROP CAPITAL MANAGEMENT LLC | COM NEW | 1304 | $836,000 | 8,644 | 0.39 | 0.00 | 93 | 1.09 | 03-31-2024 |
