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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
901
Widmann Financial Services
Maryland
$880K +$5.61K +51 +0.6%
HNWAG
902
High Net Worth Advisory Group
Florida
$879K
PWM
903
Perigon Wealth Management
California
$878K +$42.1K +383 +5%
KC
904
Kingfisher Capital
North Carolina
$876K +$49.7K +452 +6%
MCM
905
Moore Capital Management
New York
$872K +$894K +8,131 New
LWM
906
Laidlaw Wealth Management
New York
$871K +$52.7K +479 +6%
MLA
907
My Legacy Advisors
Oregon
$868K +$114K +1,038 +15%
NP
908
NorthRock Partners
Minnesota
$868K +$339K +3,087 +62%
Bessemer Group
909
Bessemer Group
New Jersey
$866K +$59.5K +541 +7%
DP
910
Dearborn Partners
Illinois
$865K +$9.13K +83 +1%
APIM
911
Agate Pass Investment Management
Washington
$863K -$8.25K -75 -0.9%
BHC
912
Bowen Hanes & Co
Florida
$861K
ECM
913
Element Capital Management
New York
$860K +$294K +2,673 +50%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
914
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$856K -$20.4M -185,951 -96%
IMOV
915
Investment Management of Virginia
Virginia
$854K +$7.15K +65 +0.8%
Rafferty Asset Management
916
Rafferty Asset Management
New York
$853K -$175K -1,590 -17%
RCAG
917
Rehmann Capital Advisory Group
Michigan
$852K -$55.3K -503 -6%
PIMG
918
Patriot Investment Management Group
Tennessee
$852K +$248K +2,253 +40%
SWM
919
Segment Wealth Management
Texas
$851K
BHIA
920
Birch Hill Investment Advisors
Massachusetts
$846K
WPP
921
Whalerock Point Partners
Rhode Island
$837K
IAS
922
Investment Advisory Services
Texas
$836K +$4.84K +44 +0.6%
WT
923
Washington Trust
Rhode Island
$834K -$49.6K -451 -5%
BOPW
924
Brandywine Oak Private Wealth
Pennsylvania
$834K -$1.87K -17 -0.2%
FMAEN1
925
Fund Management at Engine No 1
California
$833K +$139K +1,261 +19%