DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
851
Freedom Investment Management
Connecticut
$520K -$467K -6,074 -48%
FWP
852
FAS Wealth Partners
Kansas
$520K +$14.9K +194 +3%
BC
853
Burney Company
Virginia
$520K +$64.1K +833 +15%
GT
854
Greenleaf Trust
Michigan
$516K +$9.46K +123 +2%
SM
855
Sciencast Management
New Jersey
$515K +$488K +6,342 New
Susquehanna International Group
856
Susquehanna International Group
Pennsylvania
$514K -$309K -4,021 -38%
SCA
857
Stokes Capital Advisors
South Carolina
$514K – – –
Koshinski Asset Management
858
Koshinski Asset Management
Illinois
$512K +$498K +6,475 New
KIA
859
KCM Investment Advisors
California
$506K -$55.7K -724 -10%
AUB
860
Atlantic Union Bankshares
Virginia
$504K -$3.37M -43,865 -87%
FRA
861
Front Row Advisors
California
$503K -$34.5K -448 -7%
UBV
862
United Bank (Virginia)
Virginia
$501K – – –
APA
863
American Portfolios Advisors
New York
$499K -$96.7K -1,257 -17%
MWAC
864
Mariner Wealth Advisors (Cincinnati)
Ohio
$498K +$15.5K +202 +3%
WSC
865
Wellington Shields & Co
New York
$492K +$1.08K +14 +0.2%
WG
866
Welch Group
Alabama
$486K +$31.8K +414 +7%
TC
867
Toews Corporation
New Jersey
$482K -$600K -7,800 -56%
CIM
868
CIM Investment Management
Pennsylvania
$481K -$14.2K -184 -3%
KS
869
Karpas Strategies
Connecticut
$480K – – –
MCM
870
Mitchell Capital Management
Kansas
$480K +$100K +1,301 +27%
APP
871
Avantax Planning Partners
Iowa
$474K -$48.3K -628 -9%
BCP
872
Berkeley Capital Partners
Georgia
$471K +$14.3K +186 +3%
BFC
873
Blue Fin Capital
Rhode Island
$470K -$5.54K -72 -1%
Cetera Investment Advisers
874
Cetera Investment Advisers
Illinois
$468K -$6K -78 -1%
WAM
875
Wealthspire Advisors (Maryland)
Maryland
$465K -$55.4K -720 -11%