We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
926
Great Valley Advisor Group
Delaware
$735K +$21.6K +236 +3%
WBCM
927
Wilson & Boucher Capital Management
California
$731K -$3.67K -40 -0.5%
CI
928
Cigna Investments
Connecticut
$731K -$97.5K -1,063 -11%
CIC
929
Carnegie Investment Counsel
Ohio
$731K +$32.8K +358 +5%
FA
930
FDx Advisors
Illinois
$730K -$608K -6,632 -45%
VAM
931
Verity Asset Management
North Carolina
$728K +$109K +1,190 +17%
GI
932
Gradient Investments
Minnesota
$724K -$15.7K -171 -2%
CAI
933
Capital Advisors Inc
Oklahoma
$722K +$26.4K +288 +4%
KFGK
934
Keystone Financial Group (Kentucky)
Kentucky
$720K +$9.44K +103 +1%
WWM
935
Western Wealth Management
Colorado
$719K +$23.5K +256 +3%
GS
936
GTS Securities
Florida
$713K +$740K +8,075 New
SWM
937
Segment Wealth Management
Texas
$710K +$14.3K +156 +2%
CW
938
CreativeOne Wealth
Kansas
$710K -$693K -7,564 -48%
APG
939
Abacus Planning Group
South Carolina
$709K +$1.1K +12 +0.1%
MFG
940
MidWestOne Financial Group
Iowa
$708K -$53.2K -580 -7%
AAG
941
Armstrong Advisory Group
Massachusetts
$707K +$6.33K +69 +0.9%
MCIA
942
Mountain Capital Investment Advisors
Colorado
$706K -$635K -6,928 -46%
NFSG
943
Newbridge Financial Services Group
Florida
$705K -$43.7K -477 -6%
MS
944
Madden Securities
Texas
$702K -$1.83K -20 -0.3%
RCAG
945
Rehmann Capital Advisory Group
Michigan
$701K -$1.56K -17 -0.2%
LSPW
946
Lake Street Private Wealth
Illinois
$701K +$1.56K +17 +0.2%
BHIA
947
Birch Hill Investment Advisors
Massachusetts
$696K – – –
DAM
948
Doheny Asset Management
California
$696K – – –
FPFS
949
First Personal Financial Services
North Carolina
$696K -$7.98K -87 -1%
CIA
950
Cape Investment Advisory
Georgia
$695K +$24.1K +263 +3%
36 37
38
39 40