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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
M
2026
MOTCO
Texas
$53.9K -$6.8K -60 -11%
HSA
2027
Hussman Strategic Advisors
Maryland
$53.9K – – –
LAM
2028
Lummis Asset Management
Texas
$53.9K – – –
TCPG
2029
Trivant Custom Portfolio Group
California
$53.9K – – –
HFS
2030
Hopwood Financial Services
Virginia
$53.9K +$56.6K +500 New
OLVIG
2031
Oliver Lagore Vanvalin Investment Group
Michigan
$53.5K – – –
BTD
2032
BankPlus Trust Department
Mississippi
$53.2K +$56K +494 New
POIA
2033
Pin Oak Investment Advisors
Texas
$53K – – –
T
2034
Tidemark
California
$52K +$566 +5 +1%
DAM
2035
Delta Asset Management
Tennessee
$51.7K -$4.3K -38 -7%
CH
2036
Canton Hathaway
Rhode Island
$51K – – –
PPWM
2037
PFG Private Wealth Management
Florida
$50.2K – – –
FWM
2038
FSA Wealth Management
Massachusetts
$47.1K – – –
C
2039
Covestor
United Kingdom
$47K +$2.94K +26 +6%
HWM
2040
Hemington Wealth Management
Virginia
$47K +$3.96K +35 +9%
LWA
2041
Lowe Wealth Advisors
Maryland
$46.9K +$6K +53 +14%
RA
2042
Rise Advisors
New York
$46.9K +$453 +4 +0.9%
HCM
2043
Horrell Capital Management
Arkansas
$46K – – –
PWMG
2044
Private Wealth Management Group
New Jersey
$45.4K +$17K +150 +55%
GKIM
2045
GW&K Investment Management
Massachusetts
$45K +$1.25K +11 +3%
GTAM
2046
Global Trust Asset Management
Florida
$44.1K -$7.48K -66 -14%
1IA
2047
1620 Investment Advisors
Massachusetts
$42.9K -$3.4K -30 -7%
AFM
2048
Aspetuck Financial Management
Connecticut
$41.8K +$44K +388 New
MAM
2049
Meeder Asset Management
Ohio
$41.5K -$38.3K -338 -47%
PA
2050
Pineridge Advisors
Missouri
$40.7K +$453 +4 +1%
80 81
82
83 84