Institutional Owners for DUK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CRA FINANCIAL SERVICES LLC | COM NEW | 2001 | $305,604 | 3,160 | 0.00 | 0.00 | -350 | -9.97 | 03-31-2024 |
| CHANNEL WEALTH LLC | COM NEW | 2002 | $305,222 | 3,156 | 0.00 | 0.00 | 9 | 0.29 | 03-31-2024 |
| RNC CAPITAL MANAGEMENT LLC | COM | 2003 | $304,000 | 3,151 | 0.02 | 0.01 | 854 | 37.18 | 03-31-2023 |
| WEALTHPLAN INVESTMENT MANAGEMENT LLC | COM NEW | 2004 | $304,733 | 3,151 | 0.00 | 0.00 | -1,795 | -36.29 | 03-31-2024 |
