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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
701
Carson Wealth (CWM LLC)
Nebraska
$822K -$5.04M -63,431 -86%
WA
702
WBH Advisory
Maryland
$821K -$6.68K -84 -0.8%
EHWM
703
Eads & Heald Wealth Management
Georgia
$819K +$141K +1,775 +22%
FIM
704
Fruth Investment Management
Texas
$815K -$88.2K -1,110 -10%
GHCM
705
Glen Harbor Capital Management
California
$811K +$186K +2,336 +31%
NC
706
NewSquare Capital
Pennsylvania
$804K +$110K +1,384 +16%
GA
707
Geneva Advisors
Illinois
$801K -$21.2K -267 -3%
SG Americas Securities
708
SG Americas Securities
New York
$794K -$7.41M -93,170 -91%
MA
709
Montag & Associates
Georgia
$779K – – –
FQ
710
First Quadrant
California
$776K – – –
BHIA
711
Birch Hill Investment Advisors
Massachusetts
$774K +$17.6K +222 +2%
1SB
712
1ST Source Bank
Indiana
$773K +$17.8K +224 +2%
RFS
713
Rockefeller Financial Services
New York
$763K – – –
QI
714
Quotient Investors
New York
$759K – – –
CFP
715
Cornerstone Financial Partners
North Carolina
$755K -$393K -4,941 -35%
HT
716
HighTower Trust
Texas
$750K -$75.4K -949 -9%
FG
717
Fiduciary Group
Georgia
$749K -$127K -1,596 -15%
OC
718
Oakworth Capital
Alabama
$747K +$62.2K +782 +9%
KIA
719
KCM Investment Advisors
California
$741K -$23.8K -300 -3%
BCFS
720
Butensky & Cohen Financial Security
Florida
$741K +$58.8K +740 +9%
CICI
721
Capital Investment Counsel Inc
North Carolina
$738K -$2.78K -35 -0.4%
SCA
722
Stonebridge Capital Advisors
Minnesota
$738K +$15.9K +200 +2%
CSIC
723
Clifford Swan Investment Counsel
California
$734K +$62.2K +782 +10%
ARMC
724
American Research & Management Company
Massachusetts
$733K – – –
CP
725
Camelot Portfolios
Ohio
$726K +$703K +8,847 New