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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFIPS
2026
Towarzystwo Funduszy Inwestycyjnych PZU SA
$107K – – –
CAL
2027
Capital Advisors Ltd
Ohio
$107K -$2.17K -19 -2%
AA
2028
Addison Advisors
Vermont
$106K -$26K -228 -21%
PMFA
2029
Plante Moran Financial Advisors
Michigan
$106K -$76K -667 -43%
HIW
2030
Holos Integrated Wealth
Pennsylvania
$104K – – –
BOJHT
2031
Bank of Jackson Hole Trust
Wyoming
$101K – – –
GCM
2032
GKV Capital Management
California
$97.6K – – –
LI
2033
Louisbourg Investments
New Brunswick, Canada
$97.6K – – –
WA
2034
WPG Advisers
Maryland
$97.3K -$17.9K -157 -16%
PPA
2035
Painted Porch Advisors
California
$96.2K -$27.4K -240 -23%
WPWM
2036
Western Pacific Wealth Management
Illinois
$95.5K – – –
CMBA
2037
C.M. Bidwell & Associates
Hawaii
$94.6K +$4.56K +40 +5%
ZRP
2038
Zynergy Retirement Planning
New Jersey
$93.9K +$99.4K +872 New
FDW
2039
Fourth Dimension Wealth
Ohio
$93.7K +$11.4K +100 +15%
AEPWM
2040
Atlantic Edge Private Wealth Management
Florida
$93.6K +$5.7K +50 +7%
MFT
2041
Moisand Fitzgerald Tamayo
Florida
$93.1K – – –
WIM
2042
Westside Investment Management
California
$92.7K – – –
WAG
2043
Wiser Advisor Group
Arizona
$91.8K -$119K -1,043 -58%
PGAM
2044
Princeton Global Asset Management
New Jersey
$90.3K -$51.2K -449 -38%
CP
2045
Canopy Partners
Ohio
$90.1K +$9.01K +79 +12%
RA
2046
Rise Advisors
New York
$89.7K +$34.2K +300 +69%
CTWM
2047
Cherry Tree Wealth Management
Minnesota
$89.5K -$4.56K -40 -5%
LIA
2048
Luken Investment Analytics
Tennessee
$87.9K – – –
LFA
2049
LGT Financial Advisors
Texas
$87.9K +$684 +6 +0.8%
GKIM
2050
GW&K Investment Management
Massachusetts
$84K +$30.4K +267 +64%
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