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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
801
Luther King Capital Management (LKCM)
Texas
$514K +$40.9K +515 +9%
FBC
802
Fairfield, Bush & Co
Connecticut
$513K +$17.9K +225 +4%
APP
803
Avantax Planning Partners
Iowa
$512K +$22.7K +285 +5%
DWM
804
Darwin Wealth Management
Florida
$501K -$1.03K -13 -0.2%
GI
805
Gradient Investments
Minnesota
$500K +$10.6K +133 +2%
MWAC
806
Mariner Wealth Advisors (Cincinnati)
Ohio
$499K +$8.51K +107 +2%
KS
807
Karpas Strategies
Connecticut
$498K – – –
BDF
808
Balasa Dinverno & Foltz
$498K +$16.9K +213 +4%
IB
809
Intrust Bank
Kansas
$496K -$5.88K -74 -1%
NB
810
NBT Bank
New York
$493K -$8.82K -111 -2%
BFC
811
Blue Fin Capital
Rhode Island
$493K – – –
VFM
812
Viking Fund Management
North Dakota
$492K +$477K +6,000 New
ACPU
813
Arrowgrass Capital Partners (US)
Delaware
$490K +$362K +4,558 +321%
CB
814
Community Bank
New York
$488K +$14.2K +179 +3%
BC
815
Burney Company
Virginia
$488K +$14.8K +186 +3%
AR
816
Advisory Research
Illinois
$487K -$21.7K -273 -4%
LCM
817
LVM Capital Management
Michigan
$487K – – –
FHA
818
Flagship Harbor Advisors
Massachusetts
$482K +$158K +1,986 +52%
LNC
819
Lincoln National Corp
Pennsylvania
$481K -$197K -2,475 -30%
DWM
820
Doyle Wealth Management
Florida
$478K +$463K +5,831 New
RWA
821
River Wealth Advisors
Pennsylvania
$472K -$25.7K -323 -5%
BHB
822
Bank Hapoalim BM
Israel
$472K -$5.96K -75 -1%
PAS
823
Park Avenue Securities
New York
$472K +$99.4K +1,251 +28%
LIA
824
LBMC Investment Advisors
Tennessee
$470K +$3.58K +45 +0.8%
CPSAC
825
Chas P. Smith & Associates (CPS)
Florida
$470K +$6.92K +87 +2%