We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CC
651
Cornerstone Capital
California
$695K +$154K +2,105 +29%
WIC
652
Wilkins Investment Counsel
Massachusetts
$688K – – –
FSC
653
Fiduciary Services Corp
Georgia
$687K -$12.7K -174 -2%
RCAG
654
Rehmann Capital Advisory Group
Michigan
$686K -$8.24K -113 -1%
CAM
655
Carret Asset Management
New York
$684K – – –
AIA
656
Arbor Investment Advisors
North Carolina
$677K +$41.1K +563 +7%
Jones Financial Companies
657
Jones Financial Companies
Missouri
$673K -$90.9K -1,246 -12%
ACP
658
Ashfield Capital Partners
California
$673K -$56.5K -774 -8%
MIM
659
Montgomery Investment Management
Maryland
$672K +$31.5K +432 +5%
CIC
660
Crawford Investment Counsel
Georgia
$670K -$26.1K -358 -4%
TCOTO
661
Trust Company of the Ozarks
Missouri
$667K -$69.5K -953 -10%
GC
662
Grimes & Company
Massachusetts
$667K -$10K -137 -2%
TWM
663
Torch Wealth Management
Ohio
$667K -$7.51K -103 -1%
VCM
664
Violich Capital Management
California
$667K +$7.3K +100 +1%
CSIC
665
Clifford Swan Investment Counsel
California
$666K -$14.4K -197 -2%
TIP
666
Torray Investment Partners
Maryland
$658K – – –
FWP
667
FAS Wealth Partners
Kansas
$657K -$39.3K -539 -6%
BRM
668
Boston Research & Management
Massachusetts
$656K – – –
PAM
669
Paradigm Asset Management
New York
$654K -$36.5K -500 -5%
AIA
670
Alerus Investment Advisors
Minnesota
$654K +$373K +5,106 +142%
OIA
671
Optimum Investment Advisors
Illinois
$653K +$64.9K +890 +11%
QIM
672
Quantitative Investment Management
Virginia
$650K -$1.87M -25,600 -75%
DP
673
Dearborn Partners
Illinois
$648K +$438 +6 +0.1%
GP
674
Girard Partners
Pennsylvania
$647K +$8.17K +112 +1%
B
675
BancorpSouth
Mississippi
$646K -$4.38K -60 -0.7%