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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SA
501
Strategic Advisors
New York
$2.4M +$234K +2,572 +11%
Penserra Capital Management
502
Penserra Capital Management
California
$2.39M +$167K +1,833 +8%
WCM
503
Whitener Capital Management
North Carolina
$2.39M +$171K +1,879 +8%
Fayez Sarofim & Co
504
Fayez Sarofim & Co
Texas
$2.38M -$4.55K -50 -0.2%
RP
505
Rowlandmiller & Partners
Georgia
$2.38M +$43.2K +475 +2%
PHIMC
506
Private Harbour Investment Management & Counsel
Ohio
$2.37M -$34.1K -375 -1%
NI
507
Nepsis Inc
Minnesota
$2.35M -$419K -4,602 -16%
PAM
508
Private Asset Management
California
$2.34M +$40K +439 +2%
JSL
509
JT Stratford LLC
Georgia
$2.33M +$900K +9,888 +69%
Montag & Associates
510
Montag & Associates
Georgia
$2.3M +$93.3K +1,025 +4%
FBT
511
First Bank & Trust
South Dakota
$2.3M +$2.64K +29 +0.1%
BHWA
512
Beacon Harbor Wealth Advisors
Virginia
$2.3M +$94.1K +1,034 +4%
Veritable
513
Veritable
Delaware
$2.3M +$69.6K +765 +3%
Prospera Financial Services
514
Prospera Financial Services
Texas
$2.29M +$6.28K +69 +0.3%
GLLW
515
Graves Light Lenhart Wealth
Virginia
$2.29M +$38.1K +419 +2%
Gradient Investments
516
Gradient Investments
Minnesota
$2.27M +$387K +4,249 +22%
Hancock Whitney
517
Hancock Whitney
Mississippi
$2.27M -$301K -3,310 -12%
Brown Brothers Harriman & Co
518
Brown Brothers Harriman & Co
New York
$2.26M -$102K -1,122 -5%
Pinnacle Associates
519
Pinnacle Associates
New York
$2.26M -$80.2K -881 -4%
PJSIMP
520
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.25M -$77K -846 -3%
BCFS
521
Butensky & Cohen Financial Security
Florida
$2.24M +$157K +1,724 +8%
UBG
522
United Bank (Georgia)
Georgia
$2.24M -$58.3K -641 -3%
Miller Howard Investments
523
Miller Howard Investments
New York
$2.24M +$137K +1,505 +7%
GW & Wade
524
GW & Wade
Massachusetts
$2.24M -$71.2K -782 -3%
TSWM
525
Triangle Securities Wealth Management
North Carolina
$2.2M +$57.1K +627 +3%