Institutional Owners for DUK
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| HOEY INVESTMENTS INC | COM NEW | 2901 | $13,461 | 150 | 0.00 | 150 | +Inf | 06-30-2023 | |
| TIDEMARK LLC | Common Stock | 2902 | $14,326 | 148 | 0.00 | 148 | +Inf | 03-31-2024 | |
| CAPITAL DIRECTIONS INVESTMENT ADVISORS LLC | COM | 2903 | $14,831 | 144 | 0.00 | 0.00 | 144 | +Inf | 12-31-2022 |
| RAMIREZ ASSET MANAGEMENT INC | COM NEW | 2904 | $13,926 | 144 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
