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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
2026
Prosperity Consulting Group
Maryland
– -$251K -2,599 Closed
KI
2027
Kapitalo Investimentos
Brazil
– -$248K -2,566 Closed
FAT
2028
First American Trust
California
– -$245K -2,534 Closed
EW
2029
Evoke Wealth
California
– -$244K -2,521 Closed
SP
2030
Stonebrook Private
Michigan
– -$244K -2,520 Closed
DWA
2031
Delap Wealth Advisory
Oregon
– -$236K -2,442 Closed
MA
2032
Mezzasalma Advisors
New Jersey
– -$235K -2,425 Closed
MCM
2033
McRae Capital Management
New Jersey
– -$229K -2,366 Closed
CG
2034
Clarus Group
Texas
– -$228K -2,358 Closed
PWM
2035
Power Wealth Management
Georgia
– -$225K -2,325 Closed
DLHL
2036
Donald L. Hagan LLC
Florida
– -$224K -2,312 Closed
DCM
2037
DGS Capital Management
New Jersey
– -$223K -2,304 Closed
AT
2038
Arden Trust
Delaware
– -$219K -2,266 Closed
CPA
2039
Cardiff Park Advisors
California
– -$219K -2,263 Closed
LA
2040
LexAurum Advisors
Kansas
– -$216K -2,233 Closed
FFO
2041
Fiduciary Family Office
Florida
– -$211K -2,183 Closed
DG
2042
DMC Group
Alabama
– -$204K -2,108 Closed
XT
2043
XTX Topco
Cayman Islands
– -$203K -2,103 Closed
EHWM
2044
Eads & Heald Wealth Management
Georgia
– -$200K -2,072 Closed
BWM
2045
BKM Wealth Management
Wisconsin
– -$177K -1,831 Closed
NCTC
2046
New Covenant Trust Company
Indiana
– -$165K -1,711 Closed
CBT
2047
CoreFirst Bank & Trust
Kansas
– -$147K -1,522 Closed
LF
2048
LifeSteps Financial
California
– -$117K -1,209 Closed
HFS
2049
Hantz Financial Services
Michigan
– -$97K -1,004 Closed
AT
2050
Avalon Trust
New Mexico
– -$67.7K -700 Closed
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