Institutional Owners for DUK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PINNACLE WEALTH MANAGEMENT ADVISORY GROUP LLC | COM | 1851 | $333,093 | 3,774 | 0.00 | 0.00 | 8 | 0.21 | 09-30-2023 |
| ALPHA CUBED INVESTMENTS LLC | COM NEW | 1852 | $332,426 | 3,766 | 0.00 | 0.00 | -295 | -7.26 | 09-30-2023 |
| COMMUNITY BANK NA | COM NEW | Liquidated | $0 | 0 | 0.00 | 3,764 | +Inf | 12-31-2023 | |
| VERUS FINANCIAL PARTNERS INC | COM NEW | 1854 | $332,918 | 3,754 | 0.00 | 0.00 | 1,036 | 38.12 | 09-30-2023 |
