Institutional Owners for DUK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| S&CO INC | COM | Liquidated | $0 | 0 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
| ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC | COM NEW | 2252 | $235,640 | 2,437 | 0.00 | 0.00 | 16 | 0.66 | 03-31-2024 |
| SUGARLOAF WEALTH MANAGEMENT LLC | Stock | 2253 | $235,590 | 2,436 | 0.00 | 0.00 | -390 | -13.80 | 03-31-2024 |
| ELMWOOD WEALTH MANAGEMENT INC | COM NEW | 2254 | $236,293 | 2,435 | 0.00 | 0.00 | -409 | -14.38 | 12-31-2023 |
