We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
901
Aris Wealth Services
Pennsylvania
$216K +$210K +2,914 New
CG
902
Clinton Group
New York
$216K +$210K +2,917 New
GIP
903
Greatmark Investment Partners
Georgia
$213K
DWT
904
Dorsey & Whitney Trust
South Dakota
$211K +$205K +2,847 New
ASN
905
Advisory Services Network
Georgia
$210K -$7.26K -101 -3%
CCM
906
Covington Capital Management
California
$210K
PSI
907
Pinnacle Summer Investments
Virginia
$209K
FFA
908
First Foundation Advisors
California
$209K +$203K +2,820 New
SWM
909
Segment Wealth Management
Texas
$209K +$203K +2,823 New
KPCM
910
Kings Point Capital Management
New York
$208K
CCM
911
Check Capital Management
California
$208K +$201K +2,799 New
CM
912
Churchill Management
California
$208K +$202K +2,808 New
PCM
913
Prelude Capital Management
New York
$207K +$201K +2,791 New
OWD
914
Osborn Williams & Donohoe
Ohio
$207K +$206K +2,867 New
GI
915
Gradient Investments
Minnesota
$206K +$71.8K +998 +56%
EHWM
916
Eads & Heald Wealth Management
Georgia
$204K +$198K +2,750 New
SJIC
917
St. James Investment Company
Texas
$203K +$197K +2,738 New
RIM
918
Regent Investment Management
Kentucky
$203K +$197K +2,740 New
BFM
919
Boston Financial Management
Massachusetts
$203K +$197K +2,741 New
BMC
920
Benin Management Corp
Connecticut
$201K +$194K +2,703 New
MBT
921
Monroe Bank & Trust
Michigan
$199K
JAM
922
Jolley Asset Management
North Carolina
$198K
SAMC
923
Shinko Asset Management Company
Japan
$197K -$14.4K -200 -7%
BEAM
924
Baker Ellis Asset Management
Washington
$192K -$45K -626 -19%
JWM
925
Jacobus Wealth Management
Wisconsin
$192K