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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1651
Alta Advisers
United Kingdom
$184K
MCM
1652
MV Capital Management
Maryland
$183K -$17.3K -190 -9%
SCM
1653
Silvant Capital Management
Georgia
$183K
VNA
1654
Valley National Advisers
Pennsylvania
$183K +$19.1K +210 +12%
KACA
1655
Kayne Anderson Capital Advisors
California
$183K -$318K -3,493 -65%
BWM
1656
Baystate Wealth Management
Massachusetts
$182K +$6.09K +67 +4%
AGWCA
1657
Annis Gardner Whiting Capital Advisors
Florida
$182K +$69.1K +760 +68%
BWP
1658
Baldwin Wealth Partners
Massachusetts
$180K -$7K -77 -4%
GJIA
1659
Glass Jacobson Investment Advisors
Maryland
$178K
PPWM
1660
PFG Private Wealth Management
Florida
$177K +$90.9K +999 +121%
TCM
1661
Tradewinds Capital Management
Washington
$176K
CBT
1662
CoreFirst Bank & Trust
Kansas
$174K -$34.1K -375 -17%
SC
1663
Stephens Consulting
Michigan
$173K
FFA
1664
First Foundation Advisors
California
$173K -$147K -1,613 -47%
IWA
1665
Icon Wealth Advisors
Texas
$173K +$162K +1,778 New
OSNBOA
1666
Old Second National Bank of Aurora
Illinois
$169K -$16.3K -179 -9%
FUBT
1667
First United Bank & Trust
Maryland
$167K +$156K +1,718 New
BC
1668
Barrett & Company
Rhode Island
$166K -$17.1K -188 -10%
EWP
1669
Elevation Wealth Partners
California
$166K +$171K +1,882 New
AAP
1670
Arax Advisory Partners
Colorado
$166K -$3.55K -39 -2%
RFG
1671
RFP Financial Group
Georgia
$165K
BHWM
1672
Beaird Harris Wealth Management
Texas
$159K
BWM
1673
BKM Wealth Management
Wisconsin
$159K +$149K +1,634 New
SAM
1674
Shell Asset Management
Netherlands
$158K
HBW
1675
Hazlett, Burt & Watson
West Virginia
$158K +$182 +2 +0.1%