| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| DUK, DUK-PA | Duke Energy CORP | SVP, Chief Customer Officer | $1.27M | -$48.7K | -3.7% | Aug 19, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|