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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
HL
1001
HeadInvest LLC
Maine
$574K +$10.6K +106 +2%
SSB
1002
Sandy Spring Bank
Maryland
$574K +$27K +269 +5%
BHBT
1003
Burke & Herbert Bank & Trust
Virginia
$572K +$3.82K +38 +0.7%
DA
1004
Detalus Advisors
Missouri
$570K +$231K +2,302 +66%
IAIM
1005
International Assets Investment Management
Florida
$567K -$948K -9,439 -62%
FBC
1006
Fairfield, Bush & Co
Connecticut
$564K
CT
1007
Clearstead Trust
Maine
$563K
WI
1008
Wintrust Investments
Illinois
$557K -$4.02K -40 -0.7%
Edgewood Management
1009
Edgewood Management
Connecticut
$556K
SWA
1010
Stratos Wealth Advisors
Ohio
$556K +$112K +1,114 +25%
CST
1011
Charles Schwab Trust
Nevada
$553K
PCS
1012
Personal CFO Solutions
New Jersey
$552K +$703 +7 +0.1%
WI
1013
WrapManager Inc
California
$551K +$4.42K +44 +0.8%
HIIFS
1014
Harel Insurance Investments & Financial Services
Israel
$550K -$74K -737 -30%
CCWA
1015
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$550K +$560K +5,575 New
KPCM
1016
Kings Point Capital Management
New York
$549K +$804 +8 +0.1%
CF
1017
Clarity Financial
Texas
$549K +$145K +1,443 +35%
ALAM
1018
Asahi Life Asset Management
Japan
$546K -$36.2K -360 -6%
BFS
1019
Bard Financial Services
Connecticut
$546K
KCM
1020
Kanawha Capital Management
Virginia
$545K -$2.01K -20 -0.4%
ACM
1021
Alethea Capital Management
Washington
$543K -$794K -7,903 -59%
ACM
1022
AlphaCrest Capital Management
New York
$543K +$97.3K +969 +21%
TCA
1023
Transcend Capital Advisors
New Jersey
$542K +$35.2K +350 +7%
CRI
1024
Colonial River Investments
Virginia
$541K -$10.1K -101 -2%
GCP
1025
GSA Capital Partners
United Kingdom
$541K +$551K +5,482 New