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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1151
Boltwood Capital Management
California
$318K
FGA
1152
Fortis Group Advisors
New Jersey
$318K +$297K +3,599 New
WMA
1153
Wealth Management Associates
New Jersey
$317K +$8.24K +100 +3%
AC
1154
Abbrea Capital
California
$317K
GIA
1155
Guyasuta Investment Advisors
Pennsylvania
$317K +$9.97K +121 +3%
5L
1156
55I LLC
Massachusetts
$316K +$294K +3,568 New
BPA
1157
Beacon Pointe Advisors
California
$315K +$54.4K +660 +23%
EIA
1158
Edgemoor Investment Advisors
Maryland
$314K
SIA
1159
Strategic Investment Advisors
Michigan
$313K -$152K -1,841 -34%
Lazard Asset Management
1160
Lazard Asset Management
New York
$312K -$155K -1,885 -35%
MW
1161
Marcum Wealth
Ohio
$312K -$12.2K -148 -4%
TW
1162
TrinityPoint Wealth
Connecticut
$312K -$5.77K -70 -2%
FDCDDQ
1163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$310K +$38.9K +472 +16%
SWM
1164
SVA Wealth Management
Wisconsin
$310K -$6.02K -73 -2%
DWM
1165
Destination Wealth Management
California
$310K -$4.29K -52 -1%
CFA
1166
Capstone Financial Advisors
Illinois
$309K +$29.5K +358 +11%
DA
1167
Detalus Advisors
Missouri
$307K +$17.1K +207 +6%
HIM
1168
Hotaling Investment Management
Pennsylvania
$306K -$9.89K -120 -3%
WFM
1169
Wolff Financial Management
Michigan
$306K
SWA
1170
Stratos Wealth Advisors
Ohio
$306K +$13.6K +165 +5%
EIA
1171
Eastover Investment Advisors
North Carolina
$305K -$9.89K -120 -3%
JPMIA
1172
J.P. Marvel Investment Advisors
Massachusetts
$302K
BIM
1173
Bridges Investment Management
Nebraska
$301K -$5.44K -66 -2%
FA
1174
Fagan Associates
New York
$301K +$25.2K +306 +10%
MWM
1175
Minot Wealth Management
Massachusetts
$300K +$28.8K +350 +12%