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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
2026
Charter Research & Investment Group
Connecticut
$233K – – –
MWM
2027
Mattern Wealth Management
Kansas
$233K – – –
ECML
2028
Eagle Capital Management (Louisiana)
Louisiana
$233K – – –
WFA
2029
Wellspring Financial Advisors
Ohio
$233K -$72.8K -582 -25%
NRG
2030
Nemes Rush Group
Michigan
$233K +$41.5K +332 +23%
ONB
2031
Old National Bancorp
Indiana
$232K -$8.13K -65 -4%
KCAM
2032
Kagan Cocozza Asset Management
New Jersey
$232K -$750 -6 -0.3%
RIA
2033
Richwood Investment Advisors
Ohio
$232K +$11.3K +90 +5%
NFGCM
2034
Norman Fields Gottscho Capital Management
New York
$232K +$222K +1,774 New
MAP
2035
Moody Aldrich Partners
Massachusetts
$232K – – –
BDF
2036
Black Diamond Financial
Maryland
$232K +$875 +7 +0.4%
RCG
2037
Regatta Capital Group
California
$231K +$1.25K +10 +0.6%
WPW
2038
Waldron Private Wealth
Pennsylvania
$231K +$221K +1,766 New
JF
2039
Joule Financial
Kentucky
$231K -$65.5K -524 -23%
IG
2040
IFS Group
Pennsylvania
$231K +$220K +1,763 New
EWP
2041
Elevation Wealth Partners
California
$231K – – –
RWMG
2042
Redwood Wealth Management Group
New Jersey
$230K -$2.88K -23 -1%
TWA
2043
TCI Wealth Advisors
Arizona
$230K -$25.3K -202 -10%
CWMG
2044
Compass Wealth Management (Georgia)
Georgia
$230K – – –
BWL
2045
Beacon Wealthcare LLC
North Carolina
$230K +$220K +1,757 New
NA
2046
Nordwand Advisors
Pennsylvania
$230K – – –
NDSI
2047
Newman Dignan & Sheerar Inc
Rhode Island
$230K +$4.25K +34 +2%
BF
2048
bLong Financial
Tennessee
$229K – – –
BRA
2049
Bender Robert & Associates
California
$229K – – –
KG
2050
Kieckhefer Group
Wisconsin
$229K – – –
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