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Duke Energy
119.85
USD
-2.84
2.31%
At close
Updated
Aug 21, 4:00 PM EDT
Pre-market
After hours
120.30
+0.45
0.38%
1 day
-2.31%
5 days
-2.76%
1 month
-4.81%
3 months
-3.86%
6 months
-6.21%
Year to date
2.05%
1 year
-3.46%
5 years
13.25%
10 years
46.35%
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 |
LIWM
2026
Long Island Wealth Management
Melville,
New York
| – | -$8K | -85 | Closed |
|
| 2027 |
CI
2027
Cordant Inc
Portland,
Oregon
| – | -$7.47K | -77 | Closed |
|
| 2028 |
AI
2028
AXS Investments
Port Chester,
New York
| – | -$6.79K | -70 | Closed |
|
| 2029 |
AWM
2029
Able Wealth Management
Toms River,
New Jersey
| – | -$4.12K | -42 | Closed |
|
| 2030 |
TVWM
2030
Tower View Wealth Management
Shorewood,
Wisconsin
| – | -$4K | -37 | Closed |
|
| 2031 |
TFG
2031
Team Financial Group
Temecula,
California
| – | -$2.76K | -28 | Closed |
|
| 2032 |
DWA
2032
Delos Wealth Advisors
Dallas,
Texas
| – | -$680 | -7 | Closed |
|