Institutional Owners for DUK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| RICHARDSON FINANCIAL SERVICES INC | COMMON STOCKS | 2101 | $272,529 | 2,818 | 0.00 | 0.00 | 24 | 0.86 | 03-31-2024 |
| FSB PREMIER WEALTH MANAGEMENT INC | COM NEW | 2102 | $272,283 | 2,815 | 0.00 | 0.00 | 100 | 3.68 | 03-31-2024 |
| PALLAS CAPITAL ADVISORS LLC | COM NEW | 2103 | $270,964 | 2,802 | 0.00 | 0.00 | 351 | 14.32 | 03-31-2024 |
| CLEARSTEAD ADVISORS LLC | COM NEW | 2104 | $288,298 | 2,802 | 0.00 | 0.00 | -124 | -4.24 | 03-31-2024 |
