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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
Van Hulzen Asset Management
1851
Van Hulzen Asset Management
California
$214K +$113 +1 +0.1%
UWP
1852
Uniting Wealth Partners
Kansas
$213K +$224K +1,980 New
Acadian Asset Management
1853
Acadian Asset Management
Massachusetts
$213K +$25K +221 +13%
Zhang Financial
1854
Zhang Financial
Michigan
$213K +$224K +1,973 New
SHFP
1855
Second Half Financial Partners
Florida
$212K +$13.4K +118 +6%
KCAM
1856
Kagan Cocozza Asset Management
New Jersey
$212K +$223K +1,968 New
SFMG Wealth Advisors
1857
SFMG Wealth Advisors
Texas
$212K -$2.83K -25 -1%
Angeles Wealth Management
1858
Angeles Wealth Management
California
$212K +$222K +1,964 New
Charter Oak Capital Management
1859
Charter Oak Capital Management
New Hampshire
$211K +$453 +4 +0.2%
APW
1860
Aventura Private Wealth
Florida
$211K +$222K +1,961 New
PWM
1861
Provident Wealth Management
Tennessee
$211K – – –
Catalyst Capital Advisors
1862
Catalyst Capital Advisors
New York
$211K +$184K +1,623 +486%
MF
1863
Meridian Financial
Massachusetts
$211K -$28.3K -250 -11%
Black Diamond Financial
1864
Black Diamond Financial
Maryland
$210K +$7.48K +66 +4%
Plato Investment Management
1865
Plato Investment Management
Australia
$209K -$173K -1,530 -44%
PMSA
1866
Patrick M. Sweeney & Associates
Illinois
$209K +$12.6K +111 +6%
Woodley Farra Manion Portfolio Management
1867
Woodley Farra Manion Portfolio Management
Indiana
$209K -$113 -1 -0.1%
Kestra Investment Management
1868
Kestra Investment Management
Texas
$209K +$13.4K +118 +6%
PTCG
1869
Pring Turner Capital Group
California
$208K – – –
TI
1870
tru Independence
Oregon
$208K +$1.93K +17 +0.9%
KCFA
1871
Key Client Fiduciary Advisors
New Jersey
$208K +$218K +1,927 New
Compass Ion Advisors
1872
Compass Ion Advisors
Pennsylvania
$208K +$218K +1,926 New
EHWM
1873
Eads & Heald Wealth Management
Georgia
$207K – – –
KWM
1874
Kolinsky Wealth Management
New Jersey
$206K +$217K +1,916 New
Pine Valley Investments
1875
Pine Valley Investments
New Jersey
$205K +$3.74K +33 +2%