We are live on ! Find out more
DUK icon

Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2026
AllSquare Wealth Management
New York
$128K – – –
WB
2027
Webster Bank
Connecticut
$125K – – –
HCMG
2028
Howard Capital Management Group
California
$124K -$11.8K -100 -9%
PSB
2029
Piscataqua Savings Bank
New Hampshire
$121K – – –
ATC
2030
Advantage Trust Company
Kansas
$121K +$74.3K +630 +158%
GIA
2031
GHP Investment Advisors
Colorado
$121K +$59.9K +508 +98%
NMG
2032
New Millennium Group
Utah
$121K -$8.5K -72 -7%
DCBT
2033
Dakota Community Bank & Trust
North Dakota
$121K -$44.5K -377 -27%
BAM
2034
Byrne Asset Management
New Jersey
$120K – – –
CWM
2035
Copia Wealth Management
Oregon
$120K – – –
IRC
2036
Investors Research Corp
Georgia
$118K – – –
GWSG
2037
GPS Wealth Strategies Group
Colorado
$118K +$2.6K +22 +2%
HFM
2038
Hartford Financial Management
Connecticut
$115K -$2.03M -17,208 -95%
HT
2039
Headlands Technologies
Illinois
$114K +$114K +968 New
VEA
2040
Virtus ETF Advisers
New York
$114K +$50.5K +428 +80%
WIM
2041
Westside Investment Management
California
$111K +$21.4K +181 +24%
KFI
2042
Key Financial Inc
Pennsylvania
$111K – – –
CMBA
2043
C.M. Bidwell & Associates
Hawaii
$111K +$19.5K +165 +21%
TCM
2044
TruNorth Capital Management
Michigan
$111K -$50.5K -428 -31%
BSB
2045
Bangor Savings Bank
Maine
$111K -$472 -4 -0.4%
SPF
2046
South Plains Financial
Texas
$108K +$106K +900 +4,737%
CMP
2047
Coston McIsaac & Partners
Maine
$108K +$472 +4 +0.4%
GW&K Investment Management
2048
GW&K Investment Management
Massachusetts
$108K +$27K +229 +33%
HIW
2049
Holos Integrated Wealth
Pennsylvania
$107K – – –
CFG
2050
Chapman Financial Group
Hawaii
$106K +$106K +896 New