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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2026
Anfield Capital Management
California
$10K +$8.35K +75 +625%
PIS
2027
POM Investment Strategies
North Carolina
$9.83K +$111 +1 +1%
DPW
2028
DiNuzzo Private Wealth
Pennsylvania
$9.8K -$1.67K -15 -15%
IAIM
2029
International Assets Investment Management
Florida
$9.76K +$124M +1,117,526 +13,829%
TFGT
2030
TS Financial Group (TSFG)
Illinois
$9K – – –
UWM
2031
USAdvisors Wealth Management
Minnesota
$9K – – –
DI
2032
DAGCO Inc
Ohio
$8.99K – – –
CCM
2033
Chilton Capital Management
Texas
$8.53K -$5.23K -47 -39%
WAS
2034
Winch Advisory Services
Wisconsin
$8.42K +$111 +1 +1%
CFS
2035
CGC Financial Services
Oregon
$7.61K – – –
AP
2036
Aspect Partners
Virginia
$7.26K – – –
MCI
2037
MRP Capital Investments
Georgia
$7.26K +$7.01K +63 New
BFPW
2038
BOK Financial Private Wealth
Colorado
$7.03K -$56K -503 -89%
PCM
2039
Penserra Capital Management
California
$7K -$35.5M -318,702 -100%
CJ
2040
Caitlin John
Michigan
$6.99K +$111 +1 +2%
RF
2041
Robinswood Financial
Washington
$6.11K +$3.67K +33 +165%
AWM
2042
Ameliora Wealth Management
Switzerland
$5.76K -$33.4K -300 -86%
TCM
2043
Tributary Capital Management
Nebraska
$5.76K – – –
GFL
2044
Granite FO LLC
New Hampshire
$5.76K +$5.57K +50 New
MBFW
2045
Morton Brown Family Wealth
Pennsylvania
$5.76K +$5.57K +50 New
SHIM
2046
Stone House Investment Management
Pennsylvania
$5.19K +$2.78K +25 +125%
HB
2047
Horizon Bancorp
Indiana
$4K – – –
CAM
2048
Creekmur Asset Management
Illinois
$3.92K -$23.6K -212 -86%
W
2049
WealthCollab
Washington
$3.34K – – –
EAM
2050
Eukles Asset Management
Ohio
$3.23K – – –
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