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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
851
NVWM LLC
Pennsylvania
$960K -$26.3K -266 -3%
SWM
852
Spire Wealth Management
Virginia
$956K +$301K +3,048 +44%
HKIM
853
Hayek Kallen Investment Management
Alabama
$955K +$1.78K +18 +0.2%
SG
854
StoneX Group
New York
$953K +$5.24K +53 +0.5%
BP
855
Ballentine Partners
Massachusetts
$945K +$362K +3,665 +60%
PAMG
856
Patton Albertson Miller Group
Tennessee
$940K -$84.1K -851 -8%
MW
857
Marcum Wealth
Ohio
$936K -$11.8K -119 -1%
CA
858
Continuum Advisory
Idaho
$934K +$29.6K +300 +3%
PA
859
PFG Advisors
Arizona
$928K +$228K +2,304 +31%
DFA
860
Delta Financial Advisors
Louisiana
$928K +$54.5K +552 +6%
CWS
861
Confluence Wealth Services
Pennsylvania
$924K +$32.4K +328 +4%
RF
862
Rollins Financial
Georgia
$914K +$221K +2,242 +31%
BCA
863
Bay Colony Advisors
Massachusetts
$912K +$174K +1,765 +23%
AA
864
Ancora Advisors
Ohio
$911K -$889 -9 -0.1%
DP
865
Dearborn Partners
Illinois
$910K -$59.3K -600 -6%
CI
866
Cigna Investments
Connecticut
$906K -$9.29K -94 -1%
SWM
867
SeaCrest Wealth Management
New York
$902K +$29.5K +299 +3%
GAM
868
Gotham Asset Management
New York
$902K +$330K +3,344 +56%
FMAEN1
869
Fund Management at Engine No 1
California
$901K +$85.3K +863 +10%
MG
870
Mather Group
Illinois
$899K +$71K +719 +8%
IBOK
871
Independence Bank of Kentucky
Kentucky
$897K +$54.3K +550 +6%
NP
872
Nilsine Partners
Colorado
$897K +$918K +9,296 New
NFSG
873
Newbridge Financial Services Group
Florida
$895K -$28.9K -293 -3%
RIA
874
Realta Investment Advisors
Delaware
$889K -$621K -6,287 -41%
MWM
875
Mission Wealth Management
California
$887K -$203K -2,058 -18%
33 34
35
36 37