Institutional Owners for DUK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MAGNOLIA CAPITAL ADVISORS LLC | Common | 1701 | $450,196 | 4,583 | 0.00 | 4,583 | +Inf | 03-31-2024 | |
| ICA GROUP WEALTH MANAGEMENT LLC | COM NEW | Liquidated | $0 | 0 | 0.00 | 4,576 | +Inf | 03-31-2024 | |
| TRAPHAGEN INVESTMENT ADVISORS LLC | COM NEW | 1703 | $442,197 | 4,572 | 0.00 | 4,572 | +Inf | 03-31-2024 | |
| SILVERLAKE WEALTH MANAGEMENT LLC | COM NEW | 1704 | $441,780 | 4,568 | 0.00 | 0.00 | -271 | -5.60 | 03-31-2024 |
