We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
DPIM
1126
Duff & Phelps Investment Management
Illinois
$225K -$13.1K -150 -5%
GEA
1127
Glen Eagle Advisors
New Jersey
$224K +$56.4K +646 +32%
CT
1128
Cambridge Trust
Massachusetts
$224K – – –
BOTW
1129
Bank of the West
California
$223K -$217K -2,482 -48%
WWM
1130
Windsor Wealth Management
Indiana
$223K +$231K +2,647 New
BWA
1131
BDO Wealth Advisors
Florida
$222K – – –
PWLP
1132
Prio Wealth Limited Partnership
Massachusetts
$222K – – –
MIM
1133
Montgomery Investment Management
Maryland
$221K – – –
JCM
1134
Jacobi Capital Management
Pennsylvania
$221K +$12.1K +138 +5%
FC
1135
Financial Consulate
Maryland
$221K +$19.7K +225 +9%
EIM
1136
Essex Investment Management
Massachusetts
$220K – – –
FMP
1137
Financial Management Professionals
Texas
$220K – – –
JWBC
1138
J.W. Burns & Co
New York
$220K – – –
VNA
1139
Valley National Advisers
Pennsylvania
$219K +$1.57K +18 +0.7%
PMG
1140
ProVise Management Group
Florida
$217K +$226K +2,584 New
AHC
1141
Adell Harriman & Carpenter
Texas
$216K +$8.73K +100 +4%
GIP
1142
Greatmark Investment Partners
Georgia
$214K -$85.7K -981 -28%
CM
1143
Cornerstone Management
Georgia
$214K +$8.3K +95 +4%
AWM
1144
Avior Wealth Management
Nebraska
$213K +$5.42K +62 +3%
FAIM
1145
Financial Advocates Investment Management
Washington
$213K +$222K +2,538 New
VCM
1146
Vision Capital Management
Oregon
$212K – – –
EHC
1147
Everett Harris & Co
California
$211K +$219K +2,503 New
AAS
1148
Annex Advisory Services
Wisconsin
$211K +$219K +2,508 New
SFG
1149
SNS Financial Group
Minnesota
$210K -$82.3K -942 -27%
KACA
1150
Kayne Anderson Capital Advisors
California
$210K – – –
44 45
46
47 48