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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BBA
426
BLB&B Advisors
Pennsylvania
$3.15M -$286K -2,764 -8%
LA
427
Lynch & Associates
Indiana
$3.14M +$24.3K +235 +0.7%
Vaughan Nelson Investment Management
428
Vaughan Nelson Investment Management
Texas
$3.12M +$171K +1,650 +5%
PCA
429
Providence Capital Advisors
North Carolina
$3.08M +$310K +2,992 +10%
Wilbanks Smith & Thomas Asset Management
430
Wilbanks Smith & Thomas Asset Management
Virginia
$3.07M +$314K +3,037 +11%
FNB
431
Farmers National Bank
Kentucky
$3.04M +$3.44M +33,212 New
RIA
432
Regal Investment Advisors
Michigan
$3.02M +$95.6K +923 +3%
CCG
433
Cypress Capital Group
Florida
$3M +$296K +2,864 +10%
ZB
434
Zions Bancorporation
Utah
$2.99M +$205K +1,981 +7%
CIA
435
Covington Investment Advisors
Pennsylvania
$2.99M +$11.4K +110 +0.4%
Kestra Private Wealth Services
436
Kestra Private Wealth Services
Texas
$2.97M +$87.1K +841 +3%
CCM
437
Cohen Capital Management
California
$2.96M – – –
Evercore Wealth Management
438
Evercore Wealth Management
New York
$2.94M +$48.9K +472 +2%
Cetera Advisors
439
Cetera Advisors
Colorado
$2.92M +$563K +5,438 +22%
ECM
440
Everence Capital Management
Indiana
$2.9M +$2.07K +20 +0.1%
SSWM
441
Sheets Smith Wealth Management
North Carolina
$2.88M -$60.3K -582 -2%
CBB
442
Citizens Business Bank
California
$2.87M -$26.2K -253 -0.9%
TAM
443
Townsend Asset Management
North Carolina
$2.85M +$51.1K +494 +2%
Vestmark Advisory Solutions
444
Vestmark Advisory Solutions
Massachusetts
$2.85M +$436K +4,208 +17%
Montag & Associates
445
Montag & Associates
Georgia
$2.84M -$13.5K -130 -0.4%
Bragg Financial Advisors
446
Bragg Financial Advisors
North Carolina
$2.84M +$75.8K +732 +3%
Prospera Financial Services
447
Prospera Financial Services
Texas
$2.84M -$122K -1,182 -4%
PAM
448
Pegasus Asset Management
New York
$2.81M +$523K +5,055 +21%
Trexquant Investment
449
Trexquant Investment
Connecticut
$2.8M -$1.84M -17,747 -38%
Jane Street
450
Jane Street
New York
$2.8M +$1.11M +10,717 +60%