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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BRA
1401
Bender Robert & Associates
California
$282K – – –
BEAM
1402
Baker Ellis Asset Management
Washington
$282K +$10.7K +97 +4%
Capstone Investment Advisors
1403
Capstone Investment Advisors
New York
$282K +$46.4K +422 +19%
Zacks Investment Management
1404
Zacks Investment Management
Illinois
$282K +$87.7K +798 +44%
SIA
1405
Strategic Investment Advisors
Michigan
$281K +$288K +2,623 New
Waldron Private Wealth
1406
Waldron Private Wealth
Pennsylvania
$280K +$60.4K +549 +27%
MA
1407
Mezzasalma Advisors
New Jersey
$279K – – –
BWCS
1408
Beirne Wealth Consulting Services
Connecticut
$279K +$770 +7 +0.3%
APA
1409
Astoria Portfolio Advisors
New York
$278K +$38.4K +349 +16%
CNBTD
1410
Citizens National Bank Trust Department
Mississippi
$277K – – –
W
1411
Wealthquest
Ohio
$277K +$9.24K +84 +3%
Becker Capital Management
1412
Becker Capital Management
Oregon
$276K – – –
BA
1413
Bennicas & Associates
California
$276K – – –
WE
1414
Wealth Effects
Massachusetts
$276K +$110 +1 +0%
55I LLC
1415
55I LLC
Massachusetts
$276K +$1.21K +11 +0.4%
RDFA
1416
Ritter Daniher Financial Advisory
Ohio
$275K -$23.8K -216 -8%
RCG
1417
Rock Creek Group
District of Columbia
$275K +$45.6K +415 +19%
CW
1418
Cook Wealth
North Carolina
$274K +$277K +2,515 New
GG
1419
Gleason Group
Kentucky
$271K +$2.75K +25 +1%
EverSource Wealth Advisors
1420
EverSource Wealth Advisors
Alabama
$271K +$3.41K +31 +1%
Mission Wealth Management
1421
Mission Wealth Management
California
$270K -$27.7K -252 -9%
BFS
1422
Bickling Financial Services
Massachusetts
$270K +$990 +9 +0.4%
LAS
1423
LWM Advisory Services
Florida
$270K +$278K +2,528 New
SEP
1424
Southland Equity Partners
Missouri
$269K +$7.81K +71 +3%
Klingman & Associates
1425
Klingman & Associates
New York
$269K -$16.9K -154 -6%