We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GW
651
Griffith & Werner
Georgia
$2.41M +$2.53M +22,331 New
Bank Julius Baer & Co
652
Bank Julius Baer & Co
Switzerland
$2.4M +$2.53M +22,300 New
DWM
653
Dakota Wealth Management
Florida
$2.4M -$126K -1,109 -5%
MIM
654
Marshall Investment Management
Colorado
$2.39M +$2.35M +20,761 New
PHK
655
Point72 Hong Kong
Hong Kong
$2.38M +$2.51M +22,115 New
VIM
656
Vinva Investment Management
Australia
$2.37M +$1.1M +9,726 +79%
PMIA
657
Patrick Mauro Investment Advisor
Illinois
$2.36M +$5.78K +51 +0.2%
MWM
658
Modera Wealth Management
New Jersey
$2.34M -$63.6K -561 -3%
FMWA
659
Forvis Mazars Wealth Advisors
Missouri
$2.33M -$62.2K -549 -2%
MPWT
660
MassMutual Private Wealth & Trust
Connecticut
$2.33M -$21.3K -188 -0.9%
MA
661
Mutual Advisors
Nebraska
$2.29M -$57.8K -510 -2%
WCAMG
662
Woodard & Company Asset Management Group
North Carolina
$2.28M +$21.4K +189 +0.9%
HI
663
Harbour Investments
Wisconsin
$2.28M -$13.8K -122 -0.6%
BCP
664
Berkeley Capital Partners
Georgia
$2.26M +$15.6K +138 +0.7%
HCP
665
Hardin Capital Partners
South Carolina
$2.26M +$174K +1,535 +8%
MRP
666
Measured Risk Portfolios
California
$2.26M +$2.37M +20,950 New
SCP
667
Stamos Capital Partners
California
$2.25M -$871K -7,690 -27%
BBHC
668
Brown Brothers Harriman & Co
New York
$2.25M -$359K -3,173 -13%
TT
669
TI-Trust
Illinois
$2.24M -$4.42K -39 -0.2%
CWG
670
Cornerstone Wealth Group
North Carolina
$2.24M +$69.1K +610 +3%
USWG
671
U.S. Wealth Group
New York
$2.24M +$2.36M +20,793 New
SB
672
Strategic Blueprint
Georgia
$2.23M +$71.6K +632 +3%
SW
673
SVB Wealth
Massachusetts
$2.23M +$2.35M +20,713 New
CWMS
674
Cannon Wealth Management Services
North Carolina
$2.21M +$30K +265 +1%
TAIM
675
Te Ahumairangi Investment Management
New Zealand
$2.2M -$329K -2,900 -12%