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Duke Energy
118.88
USD
-0.76
0.64%
At close
Updated
Oct 15, 4:00 PM EDT
Pre-market
After hours
119.25
+0.37
0.31%
1 day
-0.64%
5 days
2.25%
1 month
0.94%
3 months
-4.39%
6 months
-7.11%
Year to date
1.23%
1 year
-7.61%
5 years
18.47%
10 years
53.31%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 2026 |
MFA
2026
McClarren Financial Advisors
State College,
Pennsylvania
| – | -$8K | -87 | Closed |
|
| 2027 |
LIWM
2027
Long Island Wealth Management
Melville,
New York
| – | -$8K | -85 | Closed |
|
| 2028 |
CI
2028
Cordant Inc
Portland,
Oregon
| – | -$7.47K | -77 | Closed |
|
| 2029 |
AI
2029
AXS Investments
Port Chester,
New York
| – | -$6.79K | -70 | Closed |
|
| 2030 |
AWM
2030
Able Wealth Management
Toms River,
New Jersey
| – | -$4.12K | -42 | Closed |
|
| 2031 |
TVWM
2031
Tower View Wealth Management
Shorewood,
Wisconsin
| – | -$4K | -37 | Closed |
|
| 2032 |
TFG
2032
Team Financial Group
Temecula,
California
| – | -$2.76K | -28 | Closed |
|
| 2033 |
DWA
2033
Delos Wealth Advisors
Dallas,
Texas
| – | -$680 | -7 | Closed |
|