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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
851
Hodges Capital Management
Texas
$802K +$184K +1,834 +29%
WA
852
Wambolt & Associates
Colorado
$798K +$154K +1,532 +24%
FG
853
Fiduciary Group
Georgia
$797K +$15.2K +151 +2%
ZWJ Investment Counsel
854
ZWJ Investment Counsel
Georgia
$796K -$996K -9,917 -55%
Sequoia Financial Advisors
855
Sequoia Financial Advisors
Ohio
$796K +$264K +2,629 +48%
CAM
856
Carret Asset Management
New York
$795K +$12.1K +120 +2%
Vanguard Personalized Indexing Management
857
Vanguard Personalized Indexing Management
California
$794K +$415K +4,130 +106%
SIM
858
Sentry Investment Management
Wisconsin
$793K +$113K +1,120 +16%
FNBOSM
859
First National Bank of South Miami
Florida
$793K +$113K +1,123 +16%
HBK Sorce Advisory
860
HBK Sorce Advisory
Pennsylvania
$789K -$9.95K -99 -1%
LWAM
861
Legacy Wealth Asset Management
Minnesota
$788K +$19.7K +196 +3%
WCM
862
Washington Capital Management
Washington
$786K -$5.02K -50 -0.6%
CWP
863
Concord Wealth Partners
Virginia
$784K +$83.2K +828 +12%
Perigon Wealth Management
864
Perigon Wealth Management
California
$783K +$8.74K +87 +1%
Western Wealth Management
865
Western Wealth Management
Colorado
$783K +$52.6K +524 +7%
Simplicity Solutions
866
Simplicity Solutions
Minnesota
$782K +$98.3K +978 +14%
CFN
867
Cordasco Financial Network
Florida
$781K -$23.2K -231 -3%
WP
868
WealthPLAN Partners
Nebraska
$780K +$33.3K +331 +5%
Wolverine Trading
869
Wolverine Trading
Illinois
$780K +$175K +1,740 +28%
Birch Hill Investment Advisors
870
Birch Hill Investment Advisors
Massachusetts
$779K – – –
Bank Julius Baer & Co
871
Bank Julius Baer & Co
Switzerland
$775K -$63.3K -630 -7%
CPSAC
872
Chas P. Smith & Associates (CPS)
Florida
$773K +$34.6K +344 +5%
Madison Asset Management
873
Madison Asset Management
Wisconsin
$765K – – –
IWA
874
Intercontinental Wealth Advisors
Texas
$764K -$61.4K -611 -7%
TTWM
875
TCV Trust & Wealth Management
Virginia
$761K +$804 +8 +0.1%