Institutional Owners for DUK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BEAIRD HARRIS WEALTH MANAGEMENT LLC | COM NEW | 2551 | $144,217 | 1,634 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SONORA INVESTMENT MANAGEMENT LLC | COM NEW | 2552 | $159,000 | 1,632 | 0.02 | 1,632 | +Inf | 09-30-2021 | |
| SOUND INCOME STRATEGIES LLC | COM NEW | 2553 | $154,890 | 1,602 | 0.00 | 0.00 | 2 | 0.12 | 03-31-2024 |
| WETZEL INVESTMENT ADVISORS INC | DUK | 2554 | $151,665 | 1,581 | 0.00 | 0.09 | -8 | -0.50 | 03-31-2024 |
