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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
LKIM
1851
Lawson Kroeker Investment Management
Nebraska
$215K
SWP
1852
Semus Wealth Partners
Florida
$214K +$9.18K +81 +4%
VHAM
1853
Van Hulzen Asset Management
California
$214K +$113 +1 +0.1%
UWP
1854
Uniting Wealth Partners
Kansas
$213K +$224K +1,980 New
Acadian Asset Management
1855
Acadian Asset Management
Massachusetts
$213K +$25K +221 +13%
ZF
1856
Zhang Financial
Michigan
$213K +$224K +1,973 New
SHFP
1857
Second Half Financial Partners
Florida
$212K +$13.4K +118 +6%
KCAM
1858
Kagan Cocozza Asset Management
New Jersey
$212K +$223K +1,968 New
SWA
1859
SFMG Wealth Advisors
Texas
$212K -$2.83K -25 -1%
AWM
1860
Angeles Wealth Management
California
$212K +$222K +1,964 New
COCM
1861
Charter Oak Capital Management
New Hampshire
$211K +$453 +4 +0.2%
APW
1862
Aventura Private Wealth
Florida
$211K +$222K +1,961 New
PWM
1863
Provident Wealth Management
Tennessee
$211K
CCA
1864
Catalyst Capital Advisors
New York
$211K +$184K +1,623 +486%
MF
1865
Meridian Financial
Massachusetts
$211K -$28.3K -250 -11%
BDF
1866
Black Diamond Financial
Maryland
$210K +$7.48K +66 +4%
PIM
1867
Plato Investment Management
Australia
$209K -$173K -1,530 -44%
PMSA
1868
Patrick M. Sweeney & Associates
Illinois
$209K +$12.6K +111 +6%
WFMPM
1869
Woodley Farra Manion Portfolio Management
Indiana
$209K -$113 -1 -0.1%
KIM
1870
Kestra Investment Management
Texas
$209K +$13.4K +118 +6%
PTCG
1871
Pring Turner Capital Group
California
$208K
TI
1872
tru Independence
Oregon
$208K +$1.93K +17 +0.9%
KCFA
1873
Key Client Fiduciary Advisors
New Jersey
$208K +$218K +1,927 New
CIA
1874
Compass Ion Advisors
Pennsylvania
$208K +$218K +1,926 New
EHWM
1875
Eads & Heald Wealth Management
Georgia
$207K