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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
501
Sequoia Financial Advisors
Ohio
$4.38M +$151K +1,280 +4%
CAG
502
Csenge Advisory Group
Florida
$4.38M +$44.3K +375 +1%
VT
503
Vise Technologies
New York
$4.37M +$4.37M +37,021 New
EMPI
504
Elo Mutual Pension Insurance
Finland
$4.35M -$348K -2,945 -7%
PAM
505
Pegasus Asset Management
New York
$4.33M +$88.6K +751 +2%
SFG
506
SevenBridge Financial Group
Pennsylvania
$4.3M +$625K +5,294 +18%
VIM
507
Vinva Investment Management
Australia
$4.29M +$1.61M +13,666 +59%
LOAMU
508
Lombard Odier Asset Management (USA)
New York
$4.28M +$4.28M +36,246 New
NMERB
509
New Mexico Educational Retirement Board
New Mexico
$4.25M – – –
BTI
510
Blue Trust Inc
Georgia
$4.24M +$140K +1,185 +3%
AWS
511
Atria Wealth Solutions
New York
$4.24M -$6.62M -56,125 -61%
TCM
512
Twin Capital Management
Pennsylvania
$4.21M +$51.1K +433 +1%
SCM
513
Shelton Capital Management
Colorado
$4.21M -$21.4K -181 -0.5%
MCB
514
Morton Community Bank
Illinois
$4.15M +$112K +950 +3%
FWP
515
FAS Wealth Partners
Kansas
$4.13M +$194K +1,641 +5%
PFS
516
Physicians Financial Services
North Carolina
$4.13M +$544K +4,611 +15%
MIM
517
Marco Investment Management
Georgia
$4.11M +$38.1K +323 +0.9%
CA
518
Cornerstone Advisors
North Carolina
$4.11M +$496K +4,200 +14%
CPCPP
519
Canada Post Corporation Pension Plan
Canada
$4.09M +$4.09M +34,665 New
TCOT
520
Trust Company of Toledo
Ohio
$4.08M -$42.7K -362 -1%
SSWG
521
Seven Springs Wealth Group
Tennessee
$4.07M +$272K +2,302 +7%
AWA
522
Arkadios Wealth Advisors
Georgia
$4.06M +$334K +2,832 +9%
NB
523
Norinchukin Bank
Japan
$4.05M +$22.9K +194 +0.6%
RIL
524
Rothschild Investment LLC
Illinois
$4.04M +$68.2K +578 +2%
SAMC
525
Spectrum Asset Management (California)
California
$4.03M -$6.73K -57 -0.2%
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