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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
EP
301
Edgestream Partners
New Jersey
$12.7M +$6.29M +49,854 +99%
William Blair & Company
302
William Blair & Company
Illinois
$12.6M +$842K +6,675 +7%
OHIS
303
Oak Harvest Investment Services
Texas
$12.4M +$82K +650 +0.7%
NAM
304
NorthCrest Asset Manangement
Minnesota
$12.3M +$447K +3,540 +4%
DZ Bank
305
DZ Bank
Germany
$12.3M -$3.19M -25,275 -21%
ACIM
306
Azimuth Capital Investment Management
Michigan
$12.2M +$45.8K +363 +0.4%
Lido Advisors
307
Lido Advisors
California
$12.1M +$4.29M +34,015 +55%
OPERF
308
Oregon Public Employees Retirement Fund
Oregon
$12.1M +$852K +6,753 +8%
YCM
309
Yousif Capital Management
Michigan
$12.1M -$703K -5,575 -6%
Public Employees Retirement Association of Colorado
310
Public Employees Retirement Association of Colorado
Colorado
$12.1M -$448K -3,555 -4%
TA
311
Tectonic Advisors
Texas
$12.1M +$795K +6,302 +7%
FHC
312
First Horizon Corporation
Tennessee
$12M +$172K +1,364 +1%
SFG
313
SageGuard Financial Group
Tennessee
$12M -$302K -2,391 -2%
HWM
314
HFR Wealth Management
New York
$11.9M -$482K -3,820 -4%
BAMF
315
BI Asset Management Fondsmaeglerselskab
Denmark
$11.8M +$59.8K +474 +0.5%
BIA
316
Biondo Investment Advisors
Pennsylvania
$11.8M -$168K -1,331 -1%
OC
317
Oppenheimer & Co
New York
$11.6M +$302K +2,394 +3%
HAI
318
Hennessy Advisors Inc
California
$11.3M -$719K -5,700 -6%
HWM
319
HB Wealth Management
Georgia
$11.1M +$656K +5,203 +6%
FCIM
320
Fairview Capital Investment Management
California
$11.1M +$4.85M +38,430 +78%
CWP
321
Cyndeo Wealth Partners
Florida
$11M +$343K +2,722 +3%
CIAS
322
Capital Investment Advisory Services
North Carolina
$10.9M +$156K +1,234 +1%
Rafferty Asset Management
323
Rafferty Asset Management
New York
$10.9M +$2.92M +23,169 +37%
RWP
324
RWA Wealth Partners
Massachusetts
$10.9M +$3.67M +29,116 +51%
UM
325
UniSuper Management
Australia
$10.9M +$3.04M +24,103 +39%