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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2026
Silvant Capital Management
Georgia
$239K – – –
EL
2027
EWA LLC
Pennsylvania
$239K -$3.91K -31 -2%
AWA
2028
AmeriServ Wealth Advisors
Pennsylvania
$238K -$90.6K -718 -28%
SFO
2029
Stokes Family Office
Louisiana
$238K -$45.9K -364 -16%
PFG
2030
Prosperity Financial Group
California
$238K +$2.14K +17 +0.9%
CPC
2031
Consolidated Planning Corp
Georgia
$237K -$21.7K -172 -8%
BWM
2032
Bullock Wealth Management
Indiana
$235K +$20.7K +164 +10%
CGFA
2033
Colton Groome Financial Advisors
North Carolina
$235K +$234K +1,858 New
LWM
2034
Liberty Wealth Management
California
$235K – – –
MCM
2035
MV Capital Management
Maryland
$234K -$16K -127 -6%
BFA
2036
Beacon Financial Advisory
Ohio
$234K +$34.8K +276 +18%
PAS
2037
PKS Advisory Services
New York
$234K +$233K +1,848 New
KCM
2038
Kornitzer Capital Management
Kansas
$233K -$17.8K -141 -7%
SIAG
2039
Safeguard Investment Advisory Group
California
$233K +$5.17K +41 +2%
AMM
2040
American Money Management
California
$233K – – –
LEA
2041
Legacy Edge Advisors
New York
$233K – – –
TCM
2042
Tradewinds Capital Management
Washington
$232K – – –
TP
2043
Tranquility Partners
Tennessee
$232K – – –
IPW
2044
Impact Partnership Wealth
Georgia
$231K -$310K -2,459 -57%
WW
2045
Wright Wealth
Georgia
$231K +$883 +7 +0.4%
SCA
2046
Strathmore Capital Advisors
North Carolina
$231K +$16.4K +130 +8%
SL
2047
Sentry LLC
Tennessee
$231K – – –
RWA
2048
Roberts Wealth Advisors
California
$230K +$229K +1,818 New
FAG
2049
Fortitude Advisory Group
Washington
$230K +$9.21K +73 +4%
DWM
2050
Dopkins Wealth Management
New York
$230K +$229K +1,816 New
80 81
82
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