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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
751
Carson Wealth (CWM LLC)
Nebraska
$674K -$165K -1,965 -20%
SACTSONJ
752
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$669K
PAM
753
Premier Asset Management
Illinois
$661K -$4.37K -52 -0.7%
SWM
754
SVA Wealth Management
Wisconsin
$659K -$16.6K -198 -2%
LOAME
755
Lombard Odier Asset Management (Europe)
United Kingdom
$659K
SC
756
Schulhoff & Co
Ohio
$658K +$11.3K +135 +2%
WS
757
Wedbush Securities
California
$656K -$46.1K -548 -7%
KIA
758
KCM Investment Advisors
California
$653K -$102K -1,219 -13%
BCM
759
Boltwood Capital Management
California
$651K
PFC
760
Phocas Financial Corp
California
$648K -$530K -6,301 -45%
SCI
761
Stableford Capital II
Arizona
$645K +$22.1K +263 +4%
SRSA
762
S.R. Schill & Associates
Washington
$638K +$3.11K +37 +0.5%
GC
763
Grimes & Company
Massachusetts
$637K +$757 +9 +0.1%
SXL
764
Summit X LLC
Missouri
$634K +$635K +7,553 New
CGT
765
Capital Guardian Trust
California
$627K -$240K -2,857 -28%
WIC
766
Wilkins Investment Counsel
Massachusetts
$626K
BHWM
767
Bar Harbor Wealth Management
New Hampshire
$623K -$35K -416 -5%
GAMC
768
Garner Asset Management Corp
Texas
$618K +$621K +7,390 New
Teacher Retirement System of Texas
769
Teacher Retirement System of Texas
Texas
$613K +$8.91K +106 +1%
Jane Street
770
Jane Street
New York
$609K -$392K -4,659 -39%
RBC
771
Ronald Blue & Co
Georgia
$608K -$68.3K -813 -10%
CT
772
Clearstead Trust
Maine
$607K +$16.6K +197 +3%
CK
773
Cohen Klingenstein
New York
$602K
FAM
774
Formidable Asset Management
Ohio
$602K +$6.64K +79 +1%
RBA
775
Richard Bernstein Advisors
New York
$601K -$1.9M -22,627 -76%