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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
626
Tidal Investments
Wisconsin
$3.05M +$1.59M +13,026 +100%
LCM
627
Logan Capital Management
Pennsylvania
$3.05M -$351K -2,876 -10%
MCM
628
Mill Capital Management
North Carolina
$3.05M +$733 +6 +0%
LWL
629
Leo Wealth LLC
Texas
$3.04M +$918K +7,516 +41%
FSA
630
Franklin Street Advisors
North Carolina
$3.02M +$30.5K +250 +1%
RP
631
Rowlandmiller & Partners
Georgia
$3.02M -$46.5K -381 -1%
TL
632
Tradewinds LLC
North Carolina
$3.02M +$3.79K +31 +0.1%
FIA
633
Foundations Investment Advisors
Arizona
$3.01M +$650K +5,322 +26%
BKA
634
Brick & Kyle Associates
Pennsylvania
$3M +$3.12M +25,589 New
WSFS
635
Wilmington Savings Fund Society
Delaware
$3M -$88.2K -722 -3%
WP
636
WealthShield Partners
North Carolina
$2.99M +$6.35K +52 +0.2%
SFS
637
Stiles Financial Services
Minnesota
$2.98M +$161K +1,320 +5%
ATPW
638
Ashton Thomas Private Wealth
Arizona
$2.98M +$512K +4,195 +20%
FDP
639
Financiere des Professionnels
Quebec, Canada
$2.95M -$116K -948 -4%
FB
640
Fulton Bank
Pennsylvania
$2.94M -$196K -1,606 -6%
APC
641
Aspire Private Capital
North Carolina
$2.94M -$18.6K -152 -0.6%
NGA
642
Naples Global Advisors
Florida
$2.93M +$20K +164 +0.7%
SIC
643
Shoker Investment Counsel
Ohio
$2.92M +$55K +450 +2%
CV
644
Counterweight Ventures
North Carolina
$2.91M +$12.3K +101 +0.4%
NMIMC
645
Northwestern Mutual Investment Management Company
Wisconsin
$2.91M +$7.82K +64 +0.3%
MIM
646
Marshall Investment Management
Colorado
$2.88M +$353K +2,892 +13%
EWM
647
Evercore Wealth Management
New York
$2.88M +$47.6K +390 +2%
SG
648
StoneX Group
New York
$2.87M +$987K +8,084 +49%
SAM
649
Smartleaf Asset Management
Massachusetts
$2.87M +$907K +7,431 +44%
ET
650
Equitable Trust
Tennessee
$2.86M -$99.5K -815 -3%
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