We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AB
701
Atlas Brown
Kentucky
$851K -$13.6K -162 -2%
WA
702
WBH Advisory
Maryland
$837K -$84 -1 -0%
FIM
703
Fruth Investment Management
Texas
$830K – – –
ACM
704
Advisors Capital Management
New Jersey
$828K +$833K +9,910 New
HT
705
HighTower Trust
Texas
$818K +$53.8K +640 +7%
GA
706
Geneva Advisors
Illinois
$816K – – –
MA
707
Montag & Associates
Georgia
$816K +$21.7K +258 +3%
HSA
708
HBK Sorce Advisory
Pennsylvania
$811K +$815K +9,696 New
HBT
709
Hills Bank & Trust
Iowa
$802K +$68.1K +810 +9%
VC
710
Vicus Capital
Pennsylvania
$798K -$485K -5,770 -38%
FQ
711
First Quadrant
California
$791K – – –
BCFS
712
Butensky & Cohen Financial Security
Florida
$790K +$34.9K +415 +5%
BHIA
713
Birch Hill Investment Advisors
Massachusetts
$789K – – –
SMC
714
Smith, Moore & Co
Missouri
$788K +$263K +3,132 +50%
SWM
715
Segment Wealth Management
Texas
$782K +$646K +7,686 +90%
RFS
716
Rockefeller Financial Services
New York
$778K – – –
FG
717
Fiduciary Group
Georgia
$776K +$12.7K +151 +2%
Cerity Partners
718
Cerity Partners
New York
$772K +$50.7K +603 +7%
CICI
719
Capital Investment Counsel Inc
North Carolina
$768K +$16.1K +191 +2%
TFA
720
Transamerica Financial Advisors
Florida
$767K -$2.29M -27,301 -75%
1SB
721
1ST Source Bank
Indiana
$765K -$22.5K -268 -3%
WA
722
WFG Advisors
Texas
$762K +$103K +1,231 +16%
SBH
723
Segall Bryant & Hamill
Illinois
$762K +$120K +1,422 +18%
RIM
724
Rampart Investment Management
Connecticut
$754K +$598K +7,113 +374%
CP
725
Camelot Portfolios
Ohio
$746K +$6.47K +77 +0.9%