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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1401
Pinnacle West Asset Management
Wyoming
$589K -$13.8K -110 -2%
PA
1402
PFG Advisors
Arizona
$589K +$156K +1,244 +38%
HFAS
1403
Hummer Financial Advisory Services
Illinois
$586K
TC
1404
Truvestments Capital
Florida
$583K +$37.6K +301 +7%
AIC
1405
Argus Investors Counsel
New York
$582K
NF
1406
Nikulski Financial
Iowa
$578K +$39K +312 +8%
KAS
1407
KPP Advisory Services
Kentucky
$577K +$11.9K +95 +2%
SCM
1408
Saxony Capital Management
Missouri
$576K +$625 +5 +0.1%
LIA
1409
LS Investment Advisors
Michigan
$575K -$881K -7,050 -62%
AL
1410
Aspiriant LLC
California
$572K -$14.3K -114 -3%
PWMAG
1411
Pinnacle Wealth Management Advisory Group
New Jersey
$572K -$69.9K -559 -11%
TGAM
1412
TBH Global Asset Management
Tennessee
$570K -$13.8K -110 -2%
HCM
1413
Hodges Capital Management
Texas
$569K -$6.25K -50 -1%
KWM
1414
Kassira Wealth Management
Tennessee
$562K +$319K +2,548 +146%
IPW
1415
Impact Partnership Wealth
Georgia
$561K -$128K -1,022 -19%
BCMLT
1416
Beacon Capital Management LLC (Tennessee)
Tennessee
$561K +$13.5K +108 +3%
TDB
1417
Thompson David Blair
$560K -$299K -2,390 -36%
FWM
1418
Focused Wealth Management
New York
$560K +$54.3K +434 +11%
WA
1419
Waddell & Associates
Tennessee
$560K +$75K +600 +16%
GM
1420
GeoWealth Management
Illinois
$559K +$29.5K +236 +6%
AGA
1421
Arkos Global Advisors
Texas
$559K -$122K -976 -19%
FHA
1422
Flagship Harbor Advisors
Massachusetts
$558K +$30.5K +244 +6%
SGK
1423
Steigerwald Gordon & Koch
Virginia
$555K -$12.5K -100 -2%
SL
1424
Salomon & Ludwin
Virginia
$555K -$16.4K -131 -3%
GHAM
1425
Gilman Hill Asset Management
Connecticut
$555K -$69.4K -555 -12%