Institutional Owners for DUK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CREATIVE PLANNING | COM NEW | 201 | $23,533,117 | 242,509 | 0.00 | 0.00 | -16,871 | -6.50 | 12-31-2023 |
| ALPS ADVISORS INC | COM NEW | 202 | $23,070,364 | 238,552 | 0.00 | 0.00 | -9,331 | -3.76 | 03-31-2024 |
| CLARITY FINANCIAL LLC | COM NEW | 203 | $23,000,706 | 237,832 | 0.00 | 0.00 | 12,971 | 5.77 | 03-31-2024 |
| SABAL TRUST CO | COM NEW | 204 | $21,112,142 | 235,259 | 0.00 | 1.68 | 18,031 | 8.30 | 06-30-2023 |
