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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1176
Arrow Financial
New York
$158K -$10.6K -138 -6%
BAM
1177
Barrett Asset Management
New York
$156K -$16.2K -211 -10%
GLI
1178
Guardian Life Insurance
New York
$153K +$25.2K +328 +20%
AWA
1179
Acorn Wealth Advisors
Michigan
$149K – – –
IWP
1180
Icon Wealth Partners
Texas
$149K +$9.61K +125 +7%
Loomis, Sayles & Company
1181
Loomis, Sayles & Company
Massachusetts
$147K +$143K +1,857 New
NB
1182
Nicolet Bankshares
Wisconsin
$146K -$4.84K -63 -3%
YWP
1183
YorkBridge Wealth Partners
New York
$143K -$17.3K -225 -11%
BRC
1184
Bell Rock Capital
Delaware
$143K – – –
DBT
1185
Dubuque Bank & Trust
Iowa
$140K – – –
MBT
1186
Monroe Bank & Trust
Michigan
$140K – – –
PHK
1187
Point72 Hong Kong
Hong Kong
$140K +$136K +1,772 New
WPA
1188
West Paces Advisors
Georgia
$139K -$23.1K -300 -15%
CIM
1189
Centersquare Investment Management
Pennsylvania
$139K +$14.6K +190 +12%
SFSIG
1190
San Francisco Sentry Investment Group
California
$138K -$63.5K -825 -32%
AWM
1191
AllSquare Wealth Management
New York
$137K -$17.7K -230 -12%
JAM
1192
Jolley Asset Management
North Carolina
$137K +$41.7K +542 +45%
AF
1193
Advisornet Financial
Minnesota
$137K +$77.1K +1,002 +137%
VIA
1194
Vantage Investment Advisors
Pennsylvania
$136K – – –
MCA
1195
Mercer Capital Advisers
New Jersey
$135K – – –
CAM
1196
Cacti Asset Management
Georgia
$132K – – –
WC
1197
Whitnell & Co
Illinois
$129K – – –
HFM
1198
Hartford Financial Management
Connecticut
$126K +$231 +3 +0.2%
WAM
1199
Wolverine Asset Management
Illinois
$126K +$123K +1,602 New
KA
1200
Kaizen Advisory
Illinois
$122K +$66K +858 +126%