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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LEA
2026
Legacy Edge Advisors
New York
$233K – – –
TCM
2027
Tradewinds Capital Management
Washington
$232K – – –
TP
2028
Tranquility Partners
Tennessee
$232K – – –
IPW
2029
Impact Partnership Wealth
Georgia
$231K -$310K -2,459 -57%
WW
2030
Wright Wealth
Georgia
$231K +$883 +7 +0.4%
SCA
2031
Strathmore Capital Advisors
North Carolina
$231K +$16.4K +130 +8%
SL
2032
Sentry LLC
Tennessee
$231K – – –
RWA
2033
Roberts Wealth Advisors
California
$230K +$229K +1,818 New
FAG
2034
Fortitude Advisory Group
Washington
$230K +$9.21K +73 +4%
DWM
2035
Dopkins Wealth Management
New York
$230K +$229K +1,816 New
ODE
2036
O'Domhnaill Enterprises
Wyoming
$230K +$15.5K +123 +7%
JPMIA
2037
J.P. Marvel Investment Advisors
Massachusetts
$229K – – –
CTB
2038
Country Trust Bank
Illinois
$229K +$8.83K +70 +4%
WCG
2039
Weaver Consulting Group
California
$229K -$1.51K -12 -0.7%
EAM
2040
Everstar Asset Management
North Carolina
$228K -$10.8K -86 -5%
SCA
2041
Stokes Capital Advisors
South Carolina
$228K +$32.9K +261 +17%
JF
2042
Joule Financial
Kentucky
$228K +$4.79K +38 +2%
OPF
2043
Old Peak Finance
North Carolina
$228K +$227K +1,802 New
WC
2044
Whitney & Co
New York
$228K – – –
FA
2045
FDx Advisors
Illinois
$227K -$82.2K -652 -27%
CWIG
2046
Chung Wu Investment Group
Texas
$227K – – –
CRIG
2047
Charter Research & Investment Group
Connecticut
$225K – – –
ECML
2048
Eagle Capital Management (Louisiana)
Louisiana
$225K – – –
KCAM
2049
Kagan Cocozza Asset Management
New Jersey
$225K – – –
HFS
2050
Hughes Financial Services
Virginia
$225K +$3.91K +31 +2%
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