We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
W
1051
Wealthquest
Ohio
$349K -$193K -2,186 -36%
C
1052
Cerebellum
California
$347K +$26.3K +298 +8%
CWM
1053
Cornerstone Wealth Management
Missouri
$345K -$14.8K -167 -4%
CT
1054
Coastline Trust
Rhode Island
$345K – – –
IAMOG
1055
Investors Asset Management of Georgia
Georgia
$345K +$1.33K +15 +0.4%
CG
1056
Cynosure Group
Utah
$344K +$345K +3,900 New
WhitTier Trust Company
1057
WhitTier Trust Company
Nevada
$342K -$24.3K -275 -7%
Dynamic Advisor Solutions
1058
Dynamic Advisor Solutions
Arizona
$342K +$342K +3,872 New
CT
1059
Cambridge Trust
Massachusetts
$340K -$47.4K -536 -12%
BIM
1060
Baldwin Investment Management
Pennsylvania
$340K +$70.6K +799 +26%
KCM
1061
Kanawha Capital Management
Virginia
$339K -$57.6K -652 -15%
OC
1062
Oarsman Capital
Wisconsin
$337K +$8.84K +100 +3%
YIA
1063
YHB Investment Advisors
Connecticut
$335K -$9.55K -108 -3%
MIC
1064
Means Investment Company
Maine
$335K +$1.24K +14 +0.4%
&Partners
1065
&Partners
Tennessee
$333K +$1.5K +17 +0.5%
Associated Banc-Corp
1066
Associated Banc-Corp
Wisconsin
$333K +$42.2K +477 +14%
Great Valley Advisor Group
1067
Great Valley Advisor Group
Delaware
$332K +$101K +1,144 +44%
M
1068
MOTCO
Texas
$331K +$23.1K +261 +7%
HA
1069
Halsey Associates
Connecticut
$330K – – –
WA1
1070
Wimmer Associates 1
California
$330K – – –
HL
1071
HeadInvest LLC
Maine
$329K – – –
CGL
1072
Clarius Group LLC
Washington
$328K -$39.1K -442 -11%
DAC
1073
Dividend Assets Capital
South Carolina
$328K -$4.42K -50 -1%
MSWMA
1074
Market Street Wealth Management Advisors
Indiana
$326K – – –
MMG
1075
Monetary Management Group
Missouri
$325K – – –