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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
901
Hengehold Capital Management
Ohio
$550K +$271K +3,062 +97%
FIM
902
Freedom Investment Management
Connecticut
$547K -$72.7K -822 -12%
APG
903
Abacus Planning Group
South Carolina
$546K +$4.6K +52 +0.8%
TF
904
TLWM Financial
Texas
$541K -$17.1K -194 -3%
KS
905
Karpas Strategies
Connecticut
$535K
SIP
906
Stoneridge Investment Partners
Pennsylvania
$533K +$534K +6,041 New
JFGIW
907
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$532K -$214K -2,419 -29%
SACTSONJ
908
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$529K
PMFA
909
Plante Moran Financial Advisors
Michigan
$525K +$177 +2 +0%
AssetMark Inc
910
AssetMark Inc
California
$524K +$69.6K +787 +15%
WP
911
WealthShield Partners
North Carolina
$522K -$43K -487 -8%
FBT
912
First Bankers Trust
Kentucky
$521K -$22.4K -254 -4%
IWM
913
IHT Wealth Management
Illinois
$521K +$36.4K +412 +8%
MIH
914
Madison Investment Holdings
Wisconsin
$517K -$8.84K -100 -2%
SWM
915
Stockman Wealth Management
Montana
$516K +$265 +3 +0.1%
FBC
916
Fairfield, Bush & Co
Connecticut
$515K
CAG
917
Crestwood Advisors Group
Massachusetts
$514K +$122K +1,377 +31%
CB
918
Community Bank
New York
$512K +$12.3K +139 +2%
NSIM
919
North Star Investment Management
Illinois
$511K
CAM
920
Cresset Asset Management
Illinois
$511K +$283K +3,202 +123%
VF
921
Virtu Financial
New York
$510K +$178K +2,011 +53%
WIC
922
Wilkins Investment Counsel
Massachusetts
$508K -$8.84K -100 -2%
6M
923
6 Meridian
Kansas
$508K +$11.7K +132 +2%
BBL
924
Beck Bode LLC
Massachusetts
$507K -$157K -1,773 -24%
ODCM
925
Old Dominion Capital Management
Virginia
$505K