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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
1826
Deseret Mutual Benefit Administrators
Utah
$182K – – –
DCBT
1827
Dakota Community Bank & Trust
North Dakota
$178K -$1.34K -12 -0.8%
SHF
1828
Safe Harbor Fiduciary
Florida
$175K +$169K +1,518 New
Shell Asset Management
1829
Shell Asset Management
Netherlands
$173K +$167K +1,499 New
MAM
1830
Morse Asset Management
Connecticut
$173K +$167K +1,500 New
MIA
1831
MeadowBrook Investment Advisors
Michigan
$172K -$46.1K -414 -22%
AA
1832
AlphaMark Advisors
Kentucky
$167K -$42.2K -379 -21%
Valley National Advisers
1833
Valley National Advisers
Pennsylvania
$166K -$40.8K -367 -20%
Center for Financial Planning
1834
Center for Financial Planning
Michigan
$162K – – –
Princeton Global Asset Management
1835
Princeton Global Asset Management
New Jersey
$162K +$48.1K +432 +44%
TCTC Holdings
1836
TCTC Holdings
Texas
$158K – – –
KC
1837
Knuff & Co
California
$157K – – –
Vestor Capital
1838
Vestor Capital
Illinois
$156K – – –
Atwood & Palmer
1839
Atwood & Palmer
Missouri
$155K – – –
Icon Wealth Advisors
1840
Icon Wealth Advisors
Texas
$154K -$9.13K -82 -6%
Kimelman & Baird
1841
Kimelman & Baird
New York
$154K – – –
Howard Capital Management Group
1842
Howard Capital Management Group
California
$153K – – –
NECFA
1843
New England Capital Financial Advisors
Connecticut
$151K – – –
Hollencrest Capital Management
1844
Hollencrest Capital Management
California
$144K – – –
CWM
1845
Cranbrook Wealth Management
Michigan
$142K – – –
Community Bank
1846
Community Bank
New York
$141K -$2.56K -23 -2%
Plante Moran Financial Advisors
1847
Plante Moran Financial Advisors
Michigan
$141K +$12K +108 +10%
RWM
1848
Ruedi Wealth Management
Illinois
$139K -$890 -8 -0.7%
SAM
1849
S.A. Mason
Michigan
$139K – – –
Key Financial Inc
1850
Key Financial Inc
Pennsylvania
$135K +$779 +7 +0.6%