Institutional Owners for DUK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KIELY WEALTH ADVISORY GROUP INC | COM NEW | 1901 | $354,112 | 3,585 | 0.00 | 3,585 | +Inf | 03-31-2024 | |
| MARIETTA INVESTMENT PARTNERS LLC | COM NEW | 1902 | $346,319 | 3,581 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FULCRUM EQUITY MANAGEMENT | COM NEW | 1903 | $346,218 | 3,580 | 0.00 | 0.00 | 540 | 17.76 | 03-31-2024 |
| SWAINE & LEIDEL WEALTH SERVICES LLC | COM NEW | 1904 | $3,566,000 | 3,566 | 2.74 | 0.19 | 1,399 | 64.56 | 03-31-2022 |
