We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1926
IVC Wealth Advisors
Pennsylvania
$270K +$21.8K +173 +9%
TFP
1927
Tilia Fiduciary Partners
North Carolina
$269K +$378 +3 +0.1%
BW
1928
Balance Wealth
Ohio
$269K -$24.6K -195 -8%
OL
1929
OneFund LLC
Florida
$269K -$1.64K -13 -0.6%
AWS
1930
Arkfeld Wealth Strategies
Nebraska
$269K +$1.89K +15 +0.7%
WTA
1931
Washington Trust Advisors
Massachusetts
$268K +$20.6K +163 +8%
WC
1932
Waterloo Capital
Texas
$268K -$417K -3,308 -61%
CAM
1933
Cypress Asset Management
Texas
$268K +$20.2K +160 +8%
FMTCOCP
1934
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$268K – – –
DWM
1935
Darwin Wealth Management
Florida
$267K +$2.02K +16 +0.8%
CWWM
1936
Clear Wave Wealth Management
New Jersey
$267K +$5.42K +43 +2%
BCI
1937
Blue Capital Inc
Nebraska
$267K +$33.9K +269 +15%
PWM
1938
Provident Wealth Management
Tennessee
$267K – – –
SWASL
1939
Spartan Wealth Advisory Services LLC
Michigan
$266K – – –
VAG
1940
VisionPoint Advisory Group
Texas
$265K -$45.4K -360 -15%
EIM
1941
Essex Investment Management
Massachusetts
$265K -$1.14K -9 -0.4%
CFS
1942
Commonwealth Financial Services
West Virginia
$264K +$13.2K +105 +5%
HR
1943
Howe & Rusling
New York
$264K +$263K +2,083 New
B
1944
Bailard
California
$263K -$9.46K -75 -3%
CP
1945
Canopy Partners
Ohio
$263K +$16.4K +130 +7%
WFS
1946
Walker Financial Services
Kentucky
$263K +$262K +2,076 New
PL
1947
Plancorp LLC
Missouri
$262K +$36.5K +289 +16%
FC
1948
Financial Consulate
Maryland
$261K +$14K +111 +6%
PPG
1949
Peak Planning Group
Colorado
$261K -$30.7K -243 -11%
HAS
1950
HBW Advisory Services
California
$259K +$258K +2,046 New
76 77
78
79 80