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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
OIM
351
Opus Investment Management
Massachusetts
$4.56M – – –
SFA
352
Semmax Financial Advisors
North Carolina
$4.55M +$334K +3,658 +8%
IF
353
Insight Folios
North Carolina
$4.53M +$17.5K +192 +0.4%
CIAS
354
Capital Investment Advisory Services
North Carolina
$4.53M +$50.2K +550 +1%
New Mexico Educational Retirement Board
355
New Mexico Educational Retirement Board
New Mexico
$4.49M – – –
Intact Investment Management
356
Intact Investment Management
Quebec, Canada
$4.49M +$1.93M +21,200 +84%
LIM
357
Leavell Investment Management
Alabama
$4.46M -$49K -537 -1%
WLPWM
358
Walled Lake Planning & Wealth Management
Illinois
$4.45M +$17.9K +196 +0.4%
Advisory Services Network
359
Advisory Services Network
Georgia
$4.45M +$634K +6,952 +18%
NewEdge Advisors
360
NewEdge Advisors
Louisiana
$4.44M +$2.42M +26,484 +136%
Kentucky Retirement Systems
361
Kentucky Retirement Systems
Kentucky
$4.42M -$6.75K -74 -0.2%
Wasatch Advisors
362
Wasatch Advisors
Utah
$4.42M +$91.3K +1,000 +2%
Bogart Wealth LLC
363
Bogart Wealth LLC
Virginia
$4.39M +$1.2M +13,186 +41%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$4.32M -$8.9M -97,570 -69%
SBWIC
365
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.3M -$18.3K -200 -0.4%
Sowell Financial Services
366
Sowell Financial Services
Arkansas
$4.3M +$604K +6,616 +18%
Advisors Asset Management
367
Advisors Asset Management
Colorado
$4.29M -$2.09M -22,875 -34%
QS Investors
368
QS Investors
New York
$4.28M +$392K +4,300 +11%
Azimuth Capital Management
369
Azimuth Capital Management
Michigan
$4.25M +$8.03K +88 +0.2%
BB
370
Bell Bank
North Dakota
$4.24M +$353K +3,869 +10%
HIC
371
Holderness Investments Company
North Carolina
$4.21M +$83.9K +919 +2%
MC
372
Moors & Cabot
Massachusetts
$4.2M -$186K -2,034 -4%
Sigma Planning Corp
373
Sigma Planning Corp
Michigan
$4.19M +$308K +3,376 +8%
SCM
374
Schnieders Capital Management
California
$4.14M +$146K +1,597 +4%
Brown Advisory
375
Brown Advisory
Maryland
$4.14M -$368K -4,029 -9%