We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
901
Connors Investor Services
Pennsylvania
$231K – – –
ARC
902
Absolute Return Capital
Massachusetts
$231K +$233K +3,217 New
WFMPM
903
Woodley Farra Manion Portfolio Management
Indiana
$226K – – –
CCT
904
Capital City Trust
Florida
$225K -$58.4K -807 -21%
W
905
Wealthfront
California
$225K -$37.8K -522 -14%
FAM
906
Formidable Asset Management
Ohio
$225K +$507 +7 +0.2%
LWM
907
LBA Wealth Management
Florida
$225K +$35.5K +490 +19%
SC
908
Saturna Capital
Washington
$224K -$24.3K -336 -10%
MCM
909
Monarch Capital Management
Indiana
$221K – – –
BHBT
910
Burke & Herbert Bank & Trust
Virginia
$221K +$15.1K +208 +7%
CA
911
CapWealth Advisors
Tennessee
$220K -$99.6K -1,375 -31%
RFA
912
Reilly Financial Advisors
California
$220K – – –
AWM
913
Avior Wealth Management
Nebraska
$219K – – –
HL
914
HeadInvest LLC
Maine
$219K – – –
PGIM
915
Pacific Global Investment Management
California
$219K +$3.91K +54 +2%
PHS
916
Pekin Hardy Strauss
Illinois
$218K -$41.1K -568 -16%
CD
917
Carl Domino
Florida
$216K – – –
CL
918
Croft-Leominster
Maryland
$215K – – –
EIM
919
Essex Investment Management
Massachusetts
$214K – – –
MPWT
920
MassMutual Private Wealth & Trust
Connecticut
$213K -$140K -1,939 -40%
M
921
MOTCO
Texas
$212K +$29K +400 +16%
OWD
922
Osborn Williams & Donohoe
Ohio
$211K – – –
CSMF
923
Charles Stewart Mott Foundation
Michigan
$208K +$210K +2,894 New
ABC
924
Associated Banc-Corp
Wisconsin
$206K -$14.5K -200 -7%
ACM
925
Argentus Capital Management
Texas
$206K +$207K +2,865 New
35 36
37
38 39