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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
901
HM Payson & Co
Maine
$790K +$79.3K +865 +11%
PEA
902
Park Edge Advisors
Ohio
$790K +$142K +1,545 +21%
FG
903
Fiduciary Group
Georgia
$785K
QCG
904
Quadrant Capital Group
Ohio
$781K +$252K +2,746 +45%
BS
905
Banco Santander
Spain
$779K +$809K +8,822 New
EI
906
Ethic Inc
New York
$776K +$7.88K +86 +1%
WSFS
907
Wilmington Savings Fund Society
Delaware
$776K -$26.8K -292 -3%
KIA
908
KCM Investment Advisors
California
$775K -$53.5K -583 -6%
GLR
909
Great Lakes Retirement
Ohio
$773K +$21.1K +230 +3%
IB
910
Intrust Bank
Kansas
$770K -$8.25K -90 -1%
ECM
911
Evergreen Capital Management
Washington
$769K -$2.02K -22 -0.3%
MYIA
912
Mount Yale Investment Advisors
Colorado
$767K -$11.9K -130 -1%
GC
913
Grimes & Company
Massachusetts
$764K -$3.85K -42 -0.5%
FNBTCON
914
First National Bank & Trust Co of Newtown
Pennsylvania
$763K -$11K -120 -1%
RC
915
Resolution Capital
Australia
$760K +$789K +8,611 New
AWA
916
Arete Wealth Advisors
Illinois
$752K -$332K -3,622 -30%
CPC
917
Consolidated Planning Corp
Georgia
$751K -$58.2K -635 -7%
TC
918
Toews Corporation
New Jersey
$750K +$779K +8,500 New
AA
919
Ancora Advisors
Ohio
$749K -$81.3K -887 -9%
SC
920
Steph & Co
Wisconsin
$749K +$24.3K +265 +3%
BIM
921
Baldwin Investment Management
Pennsylvania
$744K -$121K -1,325 -14%
ACM
922
Adalta Capital Management
New York
$742K +$110K +1,201 +17%
BAM
923
Belpointe Asset Management
Nevada
$740K +$39.6K +432 +5%
CCM
924
Chiron Capital Management
Florida
$739K +$362K +3,945 +89%
CA
925
Cornerstone Advisory
Maryland
$737K +$23.1K +252 +3%