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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
2026
West Financial Advisors
Iowa
$12.5K – – –
MWA
2027
Miller Wealth Advisors
Colorado
$12.1K – – –
GPI
2028
General Partner Inc
Pennsylvania
$11.6K – – –
AWM
2029
Activest Wealth Management
Florida
$11.5K +$11.1K +100 New
CPG
2030
Cornerstone Planning Group
New Jersey
$11.1K +$334 +3 +3%
ACM
2031
Anfield Capital Management
California
$10K +$8.35K +75 +625%
PIS
2032
POM Investment Strategies
North Carolina
$9.83K +$111 +1 +1%
DPW
2033
DiNuzzo Private Wealth
Pennsylvania
$9.8K -$1.67K -15 -15%
TFGT
2034
TS Financial Group (TSFG)
Illinois
$9K – – –
UWM
2035
USAdvisors Wealth Management
Minnesota
$9K – – –
DI
2036
DAGCO Inc
Ohio
$8.99K – – –
Chilton Capital Management
2037
Chilton Capital Management
Texas
$8.53K -$5.23K -47 -39%
WAS
2038
Winch Advisory Services
Wisconsin
$8.42K +$111 +1 +1%
CFS
2039
CGC Financial Services
Oregon
$7.61K – – –
AP
2040
Aspect Partners
Virginia
$7.26K – – –
MCI
2041
MRP Capital Investments
Georgia
$7.26K +$7.01K +63 New
BFPW
2042
BOK Financial Private Wealth
Colorado
$7.03K -$56K -503 -89%
Penserra Capital Management
2043
Penserra Capital Management
California
$7K -$35.5M -318,702 -100%
CJ
2044
Caitlin John
Michigan
$6.99K +$111 +1 +2%
RF
2045
Robinswood Financial
Washington
$6.11K +$3.67K +33 +165%
AWM
2046
Ameliora Wealth Management
Switzerland
$5.76K -$33.4K -300 -86%
TCM
2047
Tributary Capital Management
Nebraska
$5.76K – – –
GFL
2048
Granite FO LLC
New Hampshire
$5.76K +$5.57K +50 New
MBFW
2049
Morton Brown Family Wealth
Pennsylvania
$5.76K +$5.57K +50 New
SHIM
2050
Stone House Investment Management
Pennsylvania
$5.19K +$2.78K +25 +125%