Institutional Owners for DUK
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
VIGILANT CAPITAL MANAGEMENT LLC COMMON STOCK 1801 $362,000 4,033 0.03 0.02 2,306 133.53 06-30-2023
NCM CAPITAL MANAGEMENT LLC COM NEW 1802 $389,629 4,029 0.00 0.26 145 3.73 03-31-2024
DFPG INVESTMENTS LLC COM NEW 1803 $354,144 4,026 0.00 0.00 -3,468 -46.28 09-30-2023
PINNACLE WEST ASSET MANAGEMENT INC COM 1804 $361,000 4,025 0.35 4,025 +Inf 06-30-2023
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