Institutional Owners for DUK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| TOWER VIEW WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 37 | +Inf | 03-31-2024 | |
| FIRST CAPITAL ADVISORS GROUP LLC | COM NEW | 3002 | $3,231 | 36 | 0.00 | 36 | +Inf | 06-30-2023 | |
| SUREVEST LLC | COM NEW | 3003 | $3,000 | 34 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| LAKE POINT WEALTH MANAGEMENT | COM NEW | 3004 | $4,000 | 33 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2022 |
