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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
751
Naples Global Advisors
Florida
$808K -$4.34K -51 -0.5%
CTA
752
Chesley Taft & Associates
Illinois
$806K +$795K +9,341 New
Kingsview Wealth Management
753
Kingsview Wealth Management
Oregon
$805K +$230K +2,704 +41%
Fiera Capital (Canada)
754
Fiera Capital (Canada)
Quebec, Canada
$801K – – –
Homrich & Berg
755
Homrich & Berg
Georgia
$795K +$19.2K +225 +3%
CCG
756
Cypress Capital Group
Florida
$787K +$137K +1,609 +21%
NEPWA
757
New England Private Wealth Advisors
Massachusetts
$785K +$1.7K +20 +0.2%
BWM
758
Buckley Wealth Management
Nevada
$779K -$1.14M -13,430 -60%
LFA
759
Legacy Financial Advisors
Kentucky
$779K +$17.7K +208 +2%
KC
760
Kingfisher Capital
North Carolina
$776K -$26.3K -309 -3%
Chicago Capital
761
Chicago Capital
Illinois
$771K -$11.6K -136 -1%
AB
762
Atlas Brown
Kentucky
$771K +$18.4K +216 +2%
JFGIW
763
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$769K -$653K -7,672 -46%
Grimes & Company
764
Grimes & Company
Massachusetts
$767K +$5.36K +63 +0.7%
FIM
765
Fruth Investment Management
Texas
$764K – – –
SC
766
Schulhoff & Co
Ohio
$763K – – –
IBOK
767
Independence Bank of Kentucky
Kentucky
$760K -$13.8K -162 -2%
SSB
768
Sandy Spring Bank
Maryland
$759K -$4.09K -48 -0.5%
MCM
769
Mork Capital Management
California
$759K +$749K +8,800 New
CICI
770
Capital Investment Counsel Inc
North Carolina
$758K +$71.9K +845 +11%
Citadel Advisors
771
Citadel Advisors
Florida
$755K -$102M -1,199,854 -99%
Greenleaf Trust
772
Greenleaf Trust
Michigan
$755K +$224K +2,627 +43%
CQS
773
Credential Qtrade Securities
$752K -$16.3K -192 -2%
AFG
774
Albion Financial Group
Utah
$748K +$170K +2,000 +30%
Birch Hill Investment Advisors
775
Birch Hill Investment Advisors
Massachusetts
$747K – – –