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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
926
Kanawha Capital Management
Virginia
$384K +$26.8K +348 +8%
Cerity Partners
927
Cerity Partners
New York
$383K -$329K -4,284 -47%
CHA
928
Cedar Hill Associates
Illinois
$383K -$14.8K -193 -4%
IAMOG
929
Investors Asset Management of Georgia
Georgia
$383K -$3.85K -50 -1%
BHBT
930
Burke & Herbert Bank & Trust
Virginia
$381K +$22.6K +294 +6%
RC
931
RegentAtlantic Capital
New Jersey
$380K +$1.31K +17 +0.4%
BFM
932
Boston Financial Management
Massachusetts
$377K -$91.6K -1,191 -20%
CPO
933
Cerity Partners OCIO
New York
$375K -$58.3K -758 -14%
CAM
934
Cypress Asset Management
Texas
$374K -$22.4K -291 -6%
GSBTD
935
Glenview State Bank Trust Department
Illinois
$374K +$34.6K +450 +11%
CFN
936
Cordasco Financial Network
Florida
$373K +$46.1K +600 +15%
CT
937
Clearstead Trust
Maine
$370K +$12.8K +167 +4%
PCMC
938
Paragon Capital Management (Colorado)
Colorado
$369K -$1.77K -23 -0.5%
RT
939
Rockland Trust
Massachusetts
$369K +$12.2K +158 +4%
Capstone Investment Advisors
940
Capstone Investment Advisors
New York
$369K +$359K +4,671 New
CHA
941
Carmichael Hill & Associates
Maryland
$368K +$23.6K +307 +7%
AWA
942
Arete Wealth Advisors
Illinois
$368K +$358K +4,650 New
NB
943
NBT Bank
New York
$367K -$103K -1,343 -22%
IB
944
Intrust Bank
Kansas
$367K -$91.3K -1,187 -20%
MSA
945
Marino Stram & Associates
Massachusetts
$367K -$15.8K -205 -4%
HWM
946
Holloway Wealth Management
Florida
$366K
EHWM
947
Eads & Heald Wealth Management
Georgia
$364K -$5.77K -75 -2%
BONST
948
Bank of Nova Scotia Trust
Ontario, Canada
$364K +$19.5K +253 +6%
DWM
949
Destination Wealth Management
California
$362K -$1M -13,015 -74%
TIA
950
Tiemann Investment Advisors
California
$360K -$16.6K -216 -5%