We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SP
1551
Stonebrook Private
Michigan
$244K -$15.7K -165 -6%
NAG
1552
Northstar Advisory Group
New Jersey
$244K
XWM
1553
Xcel Wealth Management
Florida
$243K +$28.5K +300 +14%
SW
1554
Schulz Wealth
Texas
$242K
SJL
1555
Shayne & Jacobs LLC
Tennessee
$242K
WQ
1556
Wealth Quarterback
New Jersey
$241K +$11.2K +118 +5%
FFWA
1557
FRG Family Wealth Advisors
Washington
$241K
GD
1558
Grandfield & Dodd
New York
$240K -$6.26K -66 -3%
HNB
1559
Hilltop National Bank
Wyoming
$240K +$236K +2,484 New
PBK
1560
Peoples Bank (Kansas)
Kansas
$240K
MCM
1561
Mainstay Capital Management
Michigan
$239K -$165K -1,741 -41%
EIA
1562
Edgemoor Investment Advisors
Maryland
$239K
QWP
1563
Quotient Wealth Partners
Texas
$239K +$234K +2,468 New
RWI
1564
Red Wave Investments
Pennsylvania
$238K
WAM
1565
Weatherly Asset Management
California
$238K +$95 +1 +0%
VCM
1566
Virtue Capital Management
Tennessee
$237K +$235K +2,474 New
BBNA
1567
Bremer Bank National Association
Minnesota
$236K -$2.75M -28,991 -92%
NC
1568
NBW Capital
Massachusetts
$236K +$25K +263 +12%
DWA
1569
Delap Wealth Advisory
Oregon
$236K +$232K +2,442 New
AFGAS
1570
Allegiance Financial Group Advisory Services
Virginia
$236K +$1.52K +16 +0.7%
SWM
1571
Sugarloaf Wealth Management
Georgia
$236K -$37K -390 -14%
AFG
1572
Allegheny Financial Group
Pennsylvania
$235K +$95 +1 +0%
BIM
1573
Bridges Investment Management
Nebraska
$235K
TA
1574
TrueWealth Advisors
Alabama
$235K +$13.6K +143 +6%
CCG
1575
Catalina Capital Group
California
$235K +$230K +2,428 New