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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Caisse de Depot et Placement du Quebec (CDPQ)
676
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.26M -$8.36M -83,208 -87%
BAM
677
Belpointe Asset Management
Nevada
$1.26M +$112K +1,118 +10%
CAG
678
Csenge Advisory Group
Florida
$1.25M +$585K +5,822 +86%
PA
679
Procyon Advisors
Connecticut
$1.25M +$732K +7,286 +136%
IBOK
680
Independence Bank of Kentucky
Kentucky
$1.24M +$132K +1,317 +12%
RDWM
681
Red Door Wealth Management
Tennessee
$1.24M +$233K +2,315 +23%
WJWM
682
Williams Jones Wealth Management
New York
$1.24M +$80.2K +798 +7%
CL
683
Choreo LLC
Illinois
$1.24M +$2.81K +28 +0.2%
WWM
684
Wolff Wiese Magana
California
$1.24M +$19.5K +194 +2%
RB
685
Rodgers Brothers
Pennsylvania
$1.23M +$35.2K +350 +3%
TC
686
TownSquare Capital
Utah
$1.23M +$264K +2,623 +27%
Marshall Wace
687
Marshall Wace
United Kingdom
$1.23M -$4.55M -45,303 -78%
M
688
MOTCO
Texas
$1.23M -$4.14M -41,235 -77%
BFEC
689
Benjamin F. Edwards & Company
Missouri
$1.23M +$21.6K +215 +2%
EFS
690
Essex Financial Services
Connecticut
$1.22M
NFC
691
Northeast Financial Consultants
Connecticut
$1.22M
LDFR
692
Lehman & Derafelo Financial Resources
Pennsylvania
$1.22M -$93.5K -931 -7%
TPA
693
Trivium Point Advisory
Connecticut
$1.21M -$224K -2,225 -15%
GG
694
Gofen & Glossberg
Illinois
$1.21M -$23.8K -237 -2%
GRP
695
Global Retirement Partners
California
$1.21M +$33.5K +333 +3%
VFA
696
Voya Financial Advisors
Connecticut
$1.21M -$7.94M -79,049 -87%
MPWT
697
MassMutual Private Wealth & Trust
Connecticut
$1.2M +$90.8K +904 +8%
MIM
698
MTM Investment Management
South Carolina
$1.2M -$15.4K -153 -1%
AIP
699
Ameritas Investment Partners
Nebraska
$1.19M -$57.9K -576 -5%
SC
700
Savant Capital
Illinois
$1.19M +$22.9K +228 +2%