Institutional Owners for DUK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| GIBSON WEALTH ADVISORS LLC | COM | 1201 | $977,000 | 10,500 | 1.12 | 1.20 | 0 | 0.00 | 09-30-2022 |
| SEVENBRIDGE FINANCIAL GROUP LLC | COM NEW | 1202 | $1,049,464 | 10,467 | 0.00 | 0.00 | 1,827 | 21.15 | 03-31-2024 |
| CONTINUUM ADVISORY LLC | COM NEW | 1203 | $1,014,218 | 10,453 | 0.00 | 0.00 | 95 | 0.92 | 12-31-2023 |
| TCG ADVISORY SERVICES LLC | COM NEW | 1204 | $1,009,345 | 10,437 | 0.00 | 0.00 | 6,555 | 168.86 | 03-31-2024 |
