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DUK Holdings Changes image
This page summarizes the DUK holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether DUK is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing DUK Share Count
Norden Group LLC 2,673 130,300 +127,627 +4774.67%
Assenagon Asset Management S.A. 20,698 882,552 +861,854 +4163.95%
Exchange Traded Concepts LLC 6,753 95,880 +89,127 +1319.81%
GoalVest Advisory LLC 90 891 +801 +890.00%
Matrix Asset Advisors Inc. NY 14,850 65,230 +50,380 +339.26%
PFG Investments LLC 7,497 27,941 +20,444 +272.70%
Fox Hill Wealth Management 6,662 18,402 +11,740 +176.22%
Robeco Institutional Asset Management B.V. 50,989 133,794 +82,805 +162.40%
Occidental Asset Management LLC 12,807 30,858 +18,051 +140.95%
Rational Advisors LLC 198 472 +274 +138.38%
Trilogy Capital Inc. 2,633 5,753 +3,120 +118.50%
General Partner Inc. 51 101 +50 +98.04%
V Square Quantitative Management LLC 3,464 6,614 +3,150 +90.94%
Wiley BROS. Aintree Capital LLC 7,392 13,879 +6,487 +87.76%
AdvisorNet Financial Inc 2,143 3,699 +1,556 +72.61%
LVW Advisors LLC 9,036 15,506 +6,470 +71.60%
Private Ocean LLC 123 211 +88 +71.54%
Allen Capital Group LLC 5,471 9,379 +3,908 +71.43%
Hamel Associates Inc. 11,637 18,647 +7,010 +60.24%
Cooper Financial Group 6,800 10,603 +3,803 +55.93%
Costello Asset Management INC 4,298 6,678 +2,380 +55.37%
Versant Capital Management Inc 251 368 +117 +46.61%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 168 240 +72 +42.86%
Diversified Trust Co 5,725 8,092 +2,367 +41.34%
Daymark Wealth Partners LLC 25,622 35,708 +10,086 +39.36%
Cornerstone Wealth Group LLC 14,720 20,421 +5,701 +38.73%
Pinnacle Bank 2,123 2,919 +796 +37.49%
Virginia Wealth Management Group Inc. 22,957 30,972 +8,015 +34.91%
Summit Trail Advisors LLC 4,140 5,450 +1,310 +31.64%
Bill Few Associates Inc. 3,941 5,081 +1,140 +28.93%
Coston McIsaac & Partners 971 1,236 +265 +27.29%
Oak Harvest Investment Services 70,817 88,812 +17,995 +25.41%
Cassia Capital Partners LLC 6,880 8,516 +1,636 +23.78%
RMR Wealth Builders 10,118 12,435 +2,317 +22.90%
Kovack Advisors Inc. 7,140 8,683 +1,543 +21.61%
Principle Wealth Partners LLC 26,909 32,724 +5,815 +21.61%
Dakota Wealth Management 17,951 21,719 +3,768 +20.99%
Charter Trust Co. 3,741 4,507 +766 +20.48%
Register Financial Advisors LLC 4,482 5,361 +879 +19.61%
Wesbanco Bank Inc. 53,572 63,582 +10,010 +18.69%
Albion Financial Group UT 7,046 8,349 +1,303 +18.49%
Wealthcare Advisory Partners LLC 11,100 13,085 +1,985 +17.88%
Ritholtz Wealth Management 4,380 5,146 +766 +17.49%
Allworth Financial LP 14,754 17,326 +2,572 +17.43%
Mezzasalma Advisors LLC 2,074 2,425 +351 +16.92%
Aviance Capital Partners LLC 15,198 17,750 +2,552 +16.79%
Equitable Trust Co. 17,728 20,697 +2,969 +16.75%
Strategic Planning Group LLC 22,950 26,746 +3,796 +16.54%
Advocate Group LLC 70,845 82,386 +11,541 +16.29%
Cornerstone Wealth Management LLC 10,283 11,918 +1,635 +15.90%
Portside Wealth Group LLC 9,438 10,927 +1,489 +15.78%
Pinnacle Wealth Management Group Inc. 3,221 3,721 +500 +15.52%
DekaBank Deutsche Girozentrale 180,169 207,862 +27,693 +15.37%
First Pacific Financial 234 269 +35 +14.96%
Valeo Financial Advisors LLC 18,621 21,300 +2,679 +14.39%
Pallas Capital Advisors LLC 2,451 2,802 +351 +14.32%
OneAscent Wealth Management LLC 4,762 5,412 +650 +13.65%
Zurcher Kantonalbank Zurich Cantonalbank 205,066 232,932 +27,866 +13.59%
Xcel Wealth Management LLC 2,217 2,517 +300 +13.53%
Precedent Wealth Partners LLC 6,658 7,544 +886 +13.31%
Bay Rivers Group 2,129 2,404 +275 +12.92%
Capital Advisors Ltd. LLC 770 869 +99 +12.86%
L.M. Kohn & Company 5,412 6,065 +653 +12.07%
BKM Wealth Management LLC 1,634 1,831 +197 +12.06%
Wedge Capital Management L L P NC 120,841 135,061 +14,220 +11.77%
Fulcrum Equity Management 3,204 3,580 +376 +11.74%
Beech Hill Advisors Inc. 12,454 13,894 +1,440 +11.56%
Canal Capital Management LLC 60,494 67,149 +6,655 +11.00%
Pflug Koory LLC 2,469 2,726 +257 +10.41%
Financial Management Professionals Inc. 6,400 7,064 +664 +10.38%
FirstPurpose Wealth LLC 3,618 3,983 +365 +10.09%
First Bank & Trust 41,520 45,706 +4,186 +10.08%
Kohmann Bosshard Financial Services LLC 2,296 2,526 +230 +10.02%
Constitution Capital LLC 26,623 29,253 +2,630 +9.88%
Red Door Wealth Management LLC 31,331 34,360 +3,029 +9.67%
Stephenson National Bank & Trust 8,665 9,458 +793 +9.15%
Strategic Investment Advisors MI 3,110 3,394 +284 +9.13%
Monticello Wealth Management LLC 2,086 2,275 +189 +9.06%
Venturi Wealth Management LLC 1,266 1,380 +114 +9.00%
Aspiriant LLC 4,134 4,499 +365 +8.83%
Barlow Wealth Partners Inc. 2,269 2,469 +200 +8.81%
Massmutual Trust Co. FSB ADV 19,388 21,047 +1,659 +8.56%
Harbour Trust & Investment Management Co 7,826 8,482 +656 +8.38%
CWM LLC 37,368 40,411 +3,043 +8.14%
Dynamic Advisor Solutions LLC 25,824 27,892 +2,068 +8.01%
Stablepoint Partners LLC 38,175 41,233 +3,058 +8.01%
Garrett Investment Advisors LLC 20,773 22,402 +1,629 +7.84%
Verdence Capital Advisors LLC 19,944 21,433 +1,489 +7.47%
CX Institutional 2,767 2,961 +194 +7.01%
Checchi Capital Advisers LLC 8,743 9,329 +586 +6.70%
High Net Worth Advisory Group LLC 7,569 8,069 +500 +6.61%
Stableford Capital II LLC 10,079 10,741 +662 +6.57%
First Citizens Bank & Trust Co. 74,428 79,180 +4,752 +6.38%
TrueWealth Advisors LLC 2,286 2,429 +143 +6.26%
Wedmont Private Capital 8,772 9,311 +539 +6.14%
Cyndeo Wealth Partners LLC 3,343 3,546 +203 +6.07%
Sutton Place Investors LLC 11,513 12,202 +689 +5.98%
Sunbelt Securities Inc. 3,677 3,890 +213 +5.79%
Clarity Financial LLC 224,861 237,832 +12,971 +5.77%
Private Trust Co. NA 14,199 14,998 +799 +5.63%
Strategic Blueprint LLC 20,488 21,616 +1,128 +5.51%
Elevated Capital Advisors LLC 16,433 17,292 +859 +5.23%
Sunpointe LLC 3,912 4,109 +197 +5.04%
Spectrum Asset Management Inc. NB CA 31,464 33,006 +1,542 +4.90%
Thomasville National Bank 200,845 210,502 +9,657 +4.81%
Triangle Securities Wealth Management 27,013 28,275 +1,262 +4.67%
New Hampshire Trust 2,909 3,043 +134 +4.61%
Premier Path Wealth Partners LLC 2,970 3,107 +137 +4.61%
Mechanics Bank Trust Department 19,851 20,764 +913 +4.60%
Stanley Laman Group Ltd. 4,831 5,053 +222 +4.60%
Objectivity Squared LLC 3,555 3,710 +155 +4.36%
Marshall Financial Group LLC 23,898 24,936 +1,038 +4.34%
Natixis Advisors L.P. 633,192 660,550 +27,358 +4.32%
Firethorn Wealth Partners LLC 5,619 5,850 +231 +4.11%
Verum Partners LLC 3,831 3,986 +155 +4.05%
Catalyst Capital Advisors LLC 198 206 +8 +4.04%
Eagle Strategies LLC 5,716 5,942 +226 +3.95%
Blossom Wealth Management 2,690 2,795 +105 +3.90%
Nilsine Partners LLC 6,555 6,810 +255 +3.89%
Breakwater Capital Group 2,803 2,912 +109 +3.89%
Global Retirement Partners LLC 24,343 25,281 +938 +3.85%
Crescent Sterling Ltd. 7,216 7,488 +272 +3.77%
Wasatch Advisors Inc. 70,100 72,700 +2,600 +3.71%
Main Street Financial Solutions LLC 2,292 2,377 +85 +3.71%
Iowa State Bank 25,008 25,918 +910 +3.64%
Petra Financial Advisors Inc. 4,189 4,341 +152 +3.63%
Ipswich Investment Management Co. Inc. 17,514 18,148 +634 +3.62%
Catalyst Financial Partners LLC 3,978 4,122 +144 +3.62%
Woodmont Investment Counsel LLC 155,836 161,099 +5,263 +3.38%
NBT Bank N A NY 5,693 5,884 +191 +3.35%
Stokes Capital Advisors LLC 3,131 3,236 +105 +3.35%
Smith Chas P & Associates PA Cpas 5,150 5,322 +172 +3.34%
Town & Country Bank & Trust CO dba First Bankers Trust CO 3,281 3,390 +109 +3.32%
Godsey & Gibb Associates 192,113 198,367 +6,254 +3.26%
Insight Folios Inc 66,122 68,229 +2,107 +3.19%
Wealth Enhancement Advisory Services LLC 421,751 435,157 +13,406 +3.18%
Market Street Wealth Management Advisors LLC 2,964 3,055 +91 +3.07%
Bfsg LLC 10,300 10,610 +310 +3.01%
Hummer Financial Advisory Services Inc 4,474 4,607 +133 +2.97%
Whitener Capital Management Inc. 41,602 42,759 +1,157 +2.78%
Bell Bank 86,860 89,206 +2,346 +2.70%
CHICAGO TRUST Co NA 3,464 3,552 +88 +2.54%
Nicholas Hoffman & Company LLC. 21,960 22,508 +548 +2.50%
Plimoth Trust Co. LLC 30,986 31,727 +741 +2.39%
CRA Financial Services LLC 3,088 3,160 +72 +2.33%
O ROURKE & COMPANY Inc 4,373 4,473 +100 +2.29%
Boston Trust Walden Corp 2,918 2,984 +66 +2.26%
Bogart Wealth LLC 110,485 112,971 +2,486 +2.25%
Royal Fund Management LLC 33,462 34,212 +750 +2.24%
Keene & Associates Inc. 32,458 33,158 +700 +2.16%
Coastal Investment Advisors Inc. 7,949 8,118 +169 +2.13%
NBC Securities Inc. 32,728 33,385 +657 +2.01%
Shepherd Financial Partners LLC 26,813 27,343 +530 +1.98%
Ashton Thomas Private Wealth LLC 14,985 15,277 +292 +1.95%
KMG Fiduciary Partners LLC 54,524 55,563 +1,039 +1.91%
GAMMA Investing LLC 3,206 3,267 +61 +1.90%
Raymond James & Associates 1,888,553 1,924,229 +35,676 +1.89%
Alaska Permanent Fund Corp 61,748 62,859 +1,111 +1.80%
Wagner Wealth Management LLC 17,421 17,729 +308 +1.77%
Chapin Davis Inc. 7,542 7,675 +133 +1.76%
Investors Asset Management of Georgia Inc. GA ADV 2,895 2,945 +50 +1.73%
Transform Wealth LLC 4,020 4,089 +69 +1.72%
Dakota Community Bank & Trust NA 1,518 1,544 +26 +1.71%
Southland Equity Partners LLC 3,567 3,628 +61 +1.71%
Burkett Financial Services LLC 9,512 9,670 +158 +1.66%
Caldwell Sutter Capital Inc. 6,322 6,426 +104 +1.65%
Valley National Advisers Inc. 1,891 1,922 +31 +1.64%
Marino Stram & Associates LLC 17,028 17,301 +273 +1.60%
Revolve Wealth Partners LLC 3,213 3,264 +51 +1.59%
Essex Financial Services Inc. 13,573 13,777 +204 +1.50%
Claro Advisors LLC 12,412 12,581 +169 +1.36%
Lantz Financial LLC 7,225 7,322 +97 +1.34%
Sandbox Financial Partners LLC 3,350 3,394 +44 +1.31%
Gulf International Bank UK Ltd 64,534 65,341 +807 +1.25%
Spirit of America Management Corp NY 12,100 12,250 +150 +1.24%
Tompkins Financial Corp 83,796 84,829 +1,033 +1.23%
Legacy Wealth Asset Management LLC 7,802 7,889 +87 +1.12%
Uncommon Cents Investing LLC 2,753 2,783 +30 +1.09%
Meridian Financial Partners LLC 13,151 13,293 +142 +1.08%
Lynch & Associates IN 31,106 31,435 +329 +1.06%
Benedict Financial Advisors Inc. 46,104 46,563 +459 +1.00%
Chesley Taft & Associates LLC 9,990 10,090 +100 +1.00%
Investment Research & Advisory Group Inc. 602 608 +6 +1.00%
Toth Financial Advisory Corp 1,167 1,178 +11 +0.94%
Horrell Capital Management Inc. 425 429 +4 +0.94%
MADDEN SECURITIES Corp 7,949 8,024 +75 +0.94%
IFM Investors Pty Ltd 255,975 258,224 +2,249 +0.88%
Mather Group LLC. 9,976 10,062 +86 +0.86%
Walker Asset Management LLC 4,824 4,865 +41 +0.85%
Grant GrossMendelsohn LLC 3,490 3,519 +29 +0.83%
PFS Partners LLC 735 741 +6 +0.82%
Arkfeld Wealth Strategies L.L.C. 2,245 2,262 +17 +0.76%
Grimes & Company Inc. 8,823 8,888 +65 +0.74%
WFA Asset Management Corp 341 343 +2 +0.59%
Townsend & Associates Inc 22,434 22,563 +129 +0.58%
ForthRight Wealth Management LLC 3,630 3,651 +21 +0.58%
Financial Partners Group LLC 7,227 7,269 +42 +0.58%
NorthCrest Asset Manangement LLC 170,928 171,865 +937 +0.55%
Mayfair Advisory Group LLC 3,878 3,899 +21 +0.54%
MV Capital Management Inc. 1,888 1,898 +10 +0.53%
SOA Wealth Advisors LLC. 201 202 +1 +0.50%
Czech National Bank 134,985 135,658 +673 +0.50%
State of Alaska Department of Revenue 83,225 83,625 +400 +0.48%
Pinnacle West Asset Management Inc. 4,315 4,335 +20 +0.46%
Fifth Third Bancorp 299,023 300,383 +1,360 +0.45%
Stratos Wealth Partners LTD. 49,515 49,733 +218 +0.44%
Future Financial Wealth Managment LLC 6,618 6,642 +24 +0.36%
Pacifica Partners Inc. 311 312 +1 +0.32%
Channel Wealth LLC 3,147 3,156 +9 +0.29%
Stockman Wealth Management Inc. 5,900 5,916 +16 +0.27%
Aspire Private Capital LLC 25,227 25,292 +65 +0.26%
Jeppson Wealth Management LLC 16,860 16,900 +40 +0.24%
MCF Advisors LLC 3,013 3,020 +7 +0.23%
Hurlow Wealth Management Group Inc. 2,992 2,998 +6 +0.20%
Carmichael Hill & Associates Inc. 5,030 5,039 +9 +0.18%
MONECO Advisors LLC 26,763 26,811 +48 +0.18%
MTM Investment Management LLC 14,318 14,341 +23 +0.16%
Sky Investment Group LLC 40,224 40,284 +60 +0.15%
BCM Advisors LLC 60,438 60,528 +90 +0.15%
Wealthfront Advisers LLC 63,937 64,033 +96 +0.15%
Sound Income Strategies LLC 1,600 1,602 +2 +0.12%
Arbor Investment Advisors LLC 10,815 10,827 +12 +0.11%
State of Michigan Retirement System 211,036 211,236 +200 +0.09%
Community Bank & Trust Waco Texas 16,487 16,496 +9 +0.05%
Oak Harbor Wealth Partners LLC 15,440 15,446 +6 +0.04%
SignalPoint Asset Management LLC 4,444 4,445 +1 +0.02%
Strategic Advisors LLC 66,321 66,328 +7 +0.01%
RFG Advisory LLC 15,620 15,621 +1 +0.01%
13F Filers Reporting New Positions In DUK
MJP Associates Inc. ADV 0 3,052 +3,052 +100%
Griffin Asset Management Inc. 0 2,599 +2,599 +100%
American National Bank & Trust Co. VA 0 14,969 +14,969 +100%
Sanders Morris Harris LLC 0 2,650 +2,650 +100%
Northwest Investment Counselors LLC 0 263 +263 +100%
Tributary Capital Management LLC 0 50 +50 +100%
IMC Chicago LLC 0 13,120 +13,120 +100%
Mesirow Financial Investment Management Inc. 0 11,866 +11,866 +100%
Kessler Investment Group LLC 0 61,433 +61,433 +100%
Krane Funds Advisors LLC 0 5,116 +5,116 +100%
Community Financial Services Group LLC 0 7,063 +7,063 +100%
Verity & Verity LLC 0 2,667 +2,667 +100%
Riverview Trust Co 0 314 +314 +100%
Eagle Capital Management LLC LA 0 2,673 +2,673 +100%
O Keefe Stevens Advisory Inc. 0 2,640 +2,640 +100%
Charles Schwab Trust Co 0 2,232 +2,232 +100%
Banque Cantonale Vaudoise 0 45,299 +45,299 +100%
Capital Advisors Wealth Management LLC 0 2,842 +2,842 +100%
Rise Advisors LLC 0 423 +423 +100%
Foster Group Inc. 0 2,150 +2,150 +100%
Revisor Wealth Management LLC 0 5,846 +5,846 +100%
DGS Capital Management LLC 0 2,304 +2,304 +100%
Redmont Wealth Advisors LLC 0 1,170 +1,170 +100%
Simplicity Wealth LLC 0 21,646 +21,646 +100%
Retirement Guys Formula LLC 0 6,883 +6,883 +100%
Global Assets Advisory LLC 0 48,419 +48,419 +100%
Focus Financial Network Inc. 0 12,386 +12,386 +100%
Edge Financial Advisors LLC 0 4,767 +4,767 +100%
13F Filers With Unchanged Share Count
Mcrae Capital Management Inc. 2,366 2,366 UNCH 0.00%
Papp L Roy & Associates 2,135 2,135 UNCH 0.00%
First National Corp MA ADV 11,811 11,811 UNCH 0.00%
Folger Nolan Fleming Douglas Capital Management Inc. 13,396 13,396 UNCH 0.00%
Guyasuta Investment Advisors Inc. 6,091 6,091 UNCH 0.00%
Bridges Investment Management Inc. 2,429 2,429 UNCH 0.00%
Fort Washington Investment Advisors Inc. OH 678,106 678,106 UNCH 0.00%
Norwood Financial Corp 303 303 UNCH 0.00%
Vaughan Nelson Investment Management L.P. 25,850 25,850 UNCH 0.00%
Optimum Investment Advisors 7,493 7,493 UNCH 0.00%
Burns J W & Co. Inc. NY 3,083 3,083 UNCH 0.00%
M&R Capital Management Inc. 2,557 2,557 UNCH 0.00%
Baker Boyer National Bank 3,053 3,053 UNCH 0.00%
Sigma Investment Counselors Inc. 3,077 3,077 UNCH 0.00%
Norris Perne & French LLP MI 4,086 4,086 UNCH 0.00%
Moody National Bank Trust Division 3,955 3,955 UNCH 0.00%
First Community Trust NA 348 348 UNCH 0.00%
Viking Fund Management LLC 150 150 UNCH 0.00%
Country Trust Bank 1,480 1,480 UNCH 0.00%
Willis Investment Counsel 111,260 111,260 UNCH 0.00%
Canal Insurance CO 150,166 150,166 UNCH 0.00%
Hartford Financial Management Inc. 18,447 18,447 UNCH 0.00%
Investment Partners Asset Management Inc. 4,178 4,178 UNCH 0.00%
GHP Investment Advisors Inc. 574 574 UNCH 0.00%
Cubic Asset Management LLC 2,263 2,263 UNCH 0.00%
Perkins Coie Trust Co 649 649 UNCH 0.00%
Alta Advisers Ltd 1,900 1,900 UNCH 0.00%
Westside Investment Management Inc. 671 671 UNCH 0.00%
Lowe Wealth Advisors LLC 299 299 UNCH 0.00%
E&G Advisors LP 5,600 5,600 UNCH 0.00%
Cranbrook Wealth Management LLC 1,233 1,233 UNCH 0.00%
CKW Financial Group 288 288 UNCH 0.00%
St. Johns Investment Management Company LLC 226 226 UNCH 0.00%
S. R. Schill & Associates 2,375 2,375 UNCH 0.00%
Tradewinds Capital Management LLC 1,809 1,809 UNCH 0.00%
Donald L. Hagan LLC 2,312 2,312 UNCH 0.00%
Westhampton Capital LLC 4,111 4,111 UNCH 0.00%
Roble Belko & Company Inc 2,182 2,182 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 763 763 UNCH 0.00%
Bridge Creek Capital Management LLC 2,307 2,307 UNCH 0.00%
Radnor Capital Management LLC 7,614 7,614 UNCH 0.00%
Symmetry Partners LLC 4,781 4,781 UNCH 0.00%
Luken Investment Analytics LLC 721 721 UNCH 0.00%
Essex Savings Bank 7,073 7,073 UNCH 0.00%
Apexium Financial LP 5,132 5,132 UNCH 0.00%
Wolff Financial Management LLC 4,810 4,810 UNCH 0.00%
Arden Trust Co 2,266 2,266 UNCH 0.00%
Carolina Wealth Advisors LLC 197 197 UNCH 0.00%
Maryland State Retirement & Pension System 60,008 60,008 UNCH 0.00%
Tsfg LLC 136 136 UNCH 0.00%
S.A. Mason LLC 1,203 1,203 UNCH 0.00%
TI Trust Inc. 20,855 20,855 UNCH 0.00%
Davis Capital Management 585 585 UNCH 0.00%
West Financial Advisors LLC 108 108 UNCH 0.00%
Piscataqua Savings Bank 1,029 1,029 UNCH 0.00%
Red Tortoise LLC 109 109 UNCH 0.00%
City State Bank 1,951 1,951 UNCH 0.00%
Spinnaker Investment Group LLC 2,848 2,848 UNCH 0.00%
Byrne Asset Management LLC 1,018 1,018 UNCH 0.00%
Global Wealth Strategies & Associates 317 317 UNCH 0.00%
Walter Public Investments Inc. 4,000 4,000 UNCH 0.00%
Armstrong Advisory Group Inc. 7,248 7,248 UNCH 0.00%
Signature Resources Capital Management LLC 166 166 UNCH 0.00%
Stephens Consulting LLC 1,787 1,787 UNCH 0.00%
Trifecta Capital Advisors LLC 13 13 UNCH 0.00%
Financial Freedom LLC 192 192 UNCH 0.00%
Trivant Custom Portfolio Group LLC 550 550 UNCH 0.00%
Prairie Sky Financial Group LLC 4,596 4,596 UNCH 0.00%
CGC Financial Services LLC 66 66 UNCH 0.00%
Financiere des Professionnels Fonds d investissement inc. 34,706 34,706 UNCH 0.00%
Peoples Bank KS 2,477 2,477 UNCH 0.00%
Financial Perspectives Inc 168 168 UNCH 0.00%
HTLF Bank 2,726 2,726 UNCH 0.00%
Tyche Wealth Partners LLC 4,837 4,837 UNCH 0.00%
Partnership Wealth Management LLC 2,612 2,612 UNCH 0.00%
Schulz Wealth LTD. 2,505 2,505 UNCH 0.00%
Transcendent Capital Group LLC 130 130 UNCH 0.00%
Mainsail Asset Management LLC 2,270 2,270 UNCH 0.00%
13F Filers Decreasing DUK Share Count
Bremer Bank National Association 31,433 2,442 -28,991 -92.23%
Baldwin Brothers Inc. MA 1,856 170 -1,686 -90.84%
Financial Synergies Wealth Advisors Inc. 142 22 -120 -84.51%
Stratos Wealth Advisors LLC 30,188 4,800 -25,388 -84.10%
Gradient Investments LLC 8,085 1,798 -6,287 -77.76%
PFG Private Wealth Management LLC 1,823 440 -1,383 -75.86%
Horizon Bancorp Inc. IN 284 76 -208 -73.24%
Harbor Investment Advisory LLC 3,975 1,836 -2,139 -53.81%
Legend Financial Advisors Inc. 266 133 -133 -50.00%
Central Bank & Trust Co. 4,571 2,534 -2,037 -44.56%
Asset Dedication LLC 16,863 9,646 -7,217 -42.80%
Halpern Financial Inc. 215 123 -92 -42.79%
Newbridge Financial Services Group Inc. 7,217 4,140 -3,077 -42.64%
Lbmc Investment Advisors LLC 5,579 3,238 -2,341 -41.96%
SeaCrest Wealth Management LLC 10,215 5,995 -4,220 -41.31%
Trust Point Inc. 13,116 8,022 -5,094 -38.84%
Cullinan Associates Inc. 25,938 17,198 -8,740 -33.70%
Global Trust Asset Management LLC 784 534 -250 -31.89%
First Financialcorp IN 5,251 3,676 -1,575 -29.99%
JJJ Advisors Inc. 2,467 1,750 -717 -29.06%
MBL Wealth LLC 8,513 6,077 -2,436 -28.62%
Detalus Advisors LLC 3,101 2,226 -875 -28.22%
West Paces Advisors Inc. 3,579 2,584 -995 -27.80%
Compass Wealth Management LLC 400 290 -110 -27.50%
Miller Howard Investments Inc. NY 17,790 12,969 -4,821 -27.10%
Community Bank of Raymore 12,960 9,462 -3,498 -26.99%
Eads & Heald Wealth Management 2,829 2,072 -757 -26.76%
Armor Investment Advisors LLC 28,050 20,702 -7,348 -26.20%
Courier Capital LLC 21,114 15,621 -5,493 -26.02%
West Branch Capital LLC 2,725 2,031 -694 -25.47%
Adell Harriman & Carpenter Inc. 3,956 2,956 -1,000 -25.28%
Pure Financial Advisors Inc. 3,463 2,596 -867 -25.04%
Sollinda Capital Management LLC 12,587 9,533 -3,054 -24.26%
Fortitude Family Office LLC 225 171 -54 -24.00%
Optas LLC 5,706 4,413 -1,293 -22.66%
DMG Group LLC 2,717 2,108 -609 -22.41%
Bangor Savings Bank 1,417 1,103 -314 -22.16%
Buttonwood Financial Advisors Inc. 5,184 4,042 -1,142 -22.03%
PSI Advisors LLC 7,981 6,276 -1,705 -21.36%
Octavia Wealth Advisors LLC 5,214 4,103 -1,111 -21.31%
Los Angeles Capital Management & Equity Research Inc. 20,585 16,311 -4,274 -20.76%
Argus Investors Counsel Inc. 5,470 4,338 -1,132 -20.69%
Hudson Valley Investment Advisors Inc. ADV 22,510 17,900 -4,610 -20.48%
Patton Albertson Miller Group LLC 6,339 5,044 -1,295 -20.43%
International Assets Investment Management LLC 10,092 8,084 -2,008 -19.90%
Duncker Streett & Co. Inc. 4,320 3,467 -853 -19.75%
Brookstone Capital Management 148,319 119,333 -28,986 -19.54%
OmniStar Financial Group Inc. 6,207 5,020 -1,187 -19.12%
Bank of New Hampshire 7,713 6,316 -1,397 -18.11%
Meyer Handelman Co. 117,700 97,207 -20,493 -17.41%
Clarius Group LLC 5,165 4,270 -895 -17.33%
ST Germain D J Co. Inc. 4,074 3,375 -699 -17.16%
Cedrus LLC 5,167 4,283 -884 -17.11%
Peoples Financial Services CORP. 11,305 9,529 -1,776 -15.71%
Means Investment CO. Inc. 4,476 3,792 -684 -15.28%
Bruce G. Allen Investments LLC 732 621 -111 -15.16%
NovaPoint Capital LLC 8,684 7,378 -1,306 -15.04%
Amalgamated Bank 186,231 158,899 -27,332 -14.68%
Allen Mooney & Barnes Investment Advisors LLC 10,773 9,194 -1,579 -14.66%
Childress Capital Advisors LLC 3,450 2,965 -485 -14.06%
Park Place Capital Corp 12,023 10,340 -1,683 -14.00%
Tilia Fiduciary Partners Inc. 2,554 2,197 -357 -13.98%
Sugarloaf Wealth Management LLC 2,826 2,436 -390 -13.80%
McLean Asset Management Corp 2,963 2,556 -407 -13.74%
Apella Capital LLC 2,680 2,318 -362 -13.51%
Gleason Group Inc. 2,690 2,329 -361 -13.42%
Sage Mountain Advisors LLC 3,595 3,120 -475 -13.21%
Lindbrook Capital LLC 2,375 2,073 -302 -12.72%
Kingswood Wealth Advisors LLC 22,092 19,287 -2,805 -12.70%
Eudaimonia Advisors LLC 6,016 5,275 -741 -12.32%
SJS Investment Consulting Inc. 187 165 -22 -11.76%
M. Kraus & Co 2,445 2,179 -266 -10.88%
Eudaimonia Partners LLC 3,660 3,264 -396 -10.82%
Aurum Wealth Management Group LLC 10,466 9,343 -1,123 -10.73%
Trust Co of the South 11,802 10,564 -1,238 -10.49%
Allred Capital Management LLC 9,944 8,914 -1,030 -10.36%
D. B. Root & Company LLC 12,694 11,412 -1,282 -10.10%
Burke & Herbert Bank & Trust Co. 5,020 4,518 -502 -10.00%
Archford Capital Strategies LLC 9,056 8,151 -905 -9.99%
Atticus Wealth Management LLC 1,103 993 -110 -9.97%
Webster Bank N. A. 1,175 1,059 -116 -9.87%
Ballentine Partners LLC 8,071 7,278 -793 -9.83%
Nations Financial Group Inc. IA ADV 4,610 4,170 -440 -9.54%
Allspring Global Investments Holdings LLC 392,546 355,611 -36,935 -9.41%
Little House Capital LLC 15,589 14,136 -1,453 -9.32%
Leavell Investment Management Inc. 43,159 39,264 -3,895 -9.02%
Summit Financial LLC 6,187 5,633 -554 -8.95%
Capital Investment Advisory Services LLC 84,809 77,255 -7,554 -8.91%
Ferguson Wellman Capital Management Inc. 3,773 3,438 -335 -8.88%
Regions Financial Corp 49,317 45,035 -4,282 -8.68%
Beese Fulmer Investment Management Inc. 4,832 4,413 -419 -8.67%
AlphaMark Advisors LLC 1,936 1,774 -162 -8.37%
DHJJ Financial Advisors Ltd. 180 165 -15 -8.33%
Atlantic Union Bankshares Corp 25,371 23,266 -2,105 -8.30%
Fundamentun LLC 21,693 19,919 -1,774 -8.18%
Gateway Investment Advisers LLC 5,055 4,642 -413 -8.17%
Procyon Private Wealth Partners LLC 13,088 12,099 -989 -7.56%
Absher Wealth Management LLC 2,822 2,615 -207 -7.34%
Hennion & Walsh Asset Management Inc. 26,426 24,489 -1,937 -7.33%
Farmers & Merchants Investments Inc. 69,931 64,840 -5,091 -7.28%
ZRC Wealth Management LLC 1,882 1,749 -133 -7.07%
WBH Advisory Inc. 6,209 5,772 -437 -7.04%
Symphony Financial Ltd. Co. 19,535 18,187 -1,348 -6.90%
Hodges Capital Management Inc. 4,931 4,598 -333 -6.75%
Rosenberg Matthew Hamilton 3,028 2,824 -204 -6.74%
Cambridge Investment Research Advisors Inc. 304,462 284,320 -20,142 -6.62%
Abacus Planning Group Inc. 7,839 7,329 -510 -6.51%
Patriot Investment Management Inc. 4,077 3,817 -260 -6.38%
LVM Capital Management Ltd. MI 4,224 3,955 -269 -6.37%
Washington Capital Management Inc. 5,775 5,415 -360 -6.23%
MKT Advisors LLC 3,742 3,510 -232 -6.20%
Spire Wealth Management 9,704 9,107 -597 -6.15%
Sapient Capital LLC 6,904 6,493 -411 -5.95%
Chicago Capital LLC 10,705 10,070 -635 -5.93%
Accurate Wealth Management LLC 4,677 4,400 -277 -5.92%
Atlas Brown Inc. 12,542 11,807 -735 -5.86%
Thrive Wealth Management LLC 9,213 8,678 -535 -5.81%
First Hawaiian Bank 9,155 8,639 -516 -5.64%
Silverlake Wealth Management LLC 4,839 4,568 -271 -5.60%
Financial Security Advisor Inc. 5,128 4,842 -286 -5.58%
Norway Savings Bank 17,817 16,839 -978 -5.49%
Brown Advisory Inc. 53,786 50,903 -2,883 -5.36%
Muirfield Wealth Advisors LLC 3,425 3,245 -180 -5.26%
Alpha Cubed Investments LLC 3,310 3,137 -173 -5.23%
Stonegate Investment Group LLC 27,152 25,755 -1,397 -5.15%
Bank of New York Mellon Corp 5,521,944 5,240,349 -281,595 -5.10%
Capital Asset Advisory Services LLC 4,464 4,238 -226 -5.06%
First Financial Bank Trust Division 6,518 6,189 -329 -5.05%
City Holding Co. 18,862 17,916 -946 -5.02%
Indiana Trust & Investment Management CO 2,155 2,047 -108 -5.01%
WASHINGTON TRUST Co 7,531 7,163 -368 -4.89%
Lake Street Financial LLC 6,874 6,549 -325 -4.73%
Hennessy Advisors Inc. 114,587 109,487 -5,100 -4.45%
Oakworth Capital Inc. 8,314 7,948 -366 -4.40%
Alpha Omega Wealth Management LLC 15,015 14,356 -659 -4.39%
Raymond James Financial Services Advisors Inc. 780,505 746,294 -34,211 -4.38%
Park National Corp OH 17,334 16,593 -741 -4.27%
Trust Co. of Toledo NA OH 29,977 28,706 -1,271 -4.24%
OLD National Bancorp IN 16,373 15,684 -689 -4.21%
Hartford Investment Management Co. 51,897 49,732 -2,165 -4.17%
LongView Wealth Management 8,619 8,276 -343 -3.98%
Cravens & Co Advisors LLC 3,312 3,185 -127 -3.83%
Agate Pass Investment Management LLC 6,593 6,343 -250 -3.79%
Clarus Group Inc. 2,451 2,358 -93 -3.79%
CENTRAL TRUST Co 53,265 51,263 -2,002 -3.76%
Quad Cities Investment Group LLC 4,234 4,077 -157 -3.71%
Park Avenue Securities LLC 50,882 49,017 -1,865 -3.67%
Louisiana State Employees Retirement System 46,600 44,900 -1,700 -3.65%
Gilman Hill Asset Management LLC 2,745 2,645 -100 -3.64%
Exchange Bank 3,159 3,045 -114 -3.61%
InTrack Investment Management Inc 9,963 9,603 -360 -3.61%
Neville Rodie & Shaw Inc. 9,922 9,572 -350 -3.53%
Cypress Wealth Services LLC 4,049 3,912 -137 -3.38%
Centre Asset Management LLC 7,718 7,458 -260 -3.37%
Trust Co. of Virginia VA 9,132 8,827 -305 -3.34%
Wendell David Associates Inc. 5,314 5,139 -175 -3.29%
First Dallas Securities Inc. 11,384 11,015 -369 -3.24%
Davis Investment Partners LLC 19,386 18,770 -616 -3.18%
Canandaigua National Bank & Trust Co. 22,180 21,475 -705 -3.18%
Bath Savings Trust Co 2,469 2,391 -78 -3.16%
OneAscent Financial Services LLC 7,150 6,929 -221 -3.09%
New Mexico Educational Retirement Board 40,060 38,860 -1,200 -3.00%
Live Oak Private Wealth LLC 24,225 23,533 -692 -2.86%
ERTS Wealth Advisors LLC 4,609 4,478 -131 -2.84%
CVA Family Office LLC 5,261 5,113 -148 -2.81%
Hanson & Doremus Investment Management 17,998 17,492 -506 -2.81%
MEMBERS Trust Co 5,149 5,009 -140 -2.72%
Veriti Management LLC 18,130 17,638 -492 -2.71%
Hexagon Capital Partners LLC 8,560 8,332 -228 -2.66%
CHURCHILL MANAGEMENT Corp 57,303 55,800 -1,503 -2.62%
New York State Teachers Retirement System 758,872 739,435 -19,437 -2.56%
Ameliora Wealth Management Ltd. 831 810 -21 -2.53%
United Asset Strategies Inc. 2,408 2,347 -61 -2.53%
Cedar Brook Financial Partners LLC 3,169 3,094 -75 -2.37%
Atwood & Palmer Inc. 1,380 1,348 -32 -2.32%
Successful Portfolios LLC 21,172 20,694 -478 -2.26%
First PREMIER Bank 65,566 64,082 -1,484 -2.26%
Independence Bank of Kentucky 6,114 5,977 -137 -2.24%
Capital Investment Advisors LLC 60,320 58,982 -1,338 -2.22%
Flagship Harbor Advisors LLC 4,099 4,011 -88 -2.15%
Strategy Asset Managers LLC 26,214 25,652 -562 -2.14%
Buckingham Capital Management Inc. 2,934 2,873 -61 -2.08%
Segment Wealth Management LLC 8,331 8,160 -171 -2.05%
Greenfield Savings Bank 12,537 12,293 -244 -1.95%
Citizens Business Bank 26,371 25,872 -499 -1.89%
Confluence Wealth Services Inc. 10,626 10,434 -192 -1.81%
Grandview Asset Management LLC 13,596 13,354 -242 -1.78%
Parsons Capital Management Inc. RI 5,688 5,588 -100 -1.76%
Alliance Wealth Advisors LLC 3,952 3,883 -69 -1.75%
Ausdal Financial Partners Inc. 5,999 5,899 -100 -1.67%
Nepsis Inc. 16,915 16,639 -276 -1.63%
Steigerwald Gordon & Koch Inc. 4,546 4,480 -66 -1.45%
BKD Wealth Advisors LLC 21,984 21,665 -319 -1.45%
Salem Investment Counselors Inc. 40,621 40,038 -583 -1.44%
Hengehold Capital Management LLC 5,720 5,645 -75 -1.31%
Doliver Advisors LP 6,075 5,997 -78 -1.28%
Patten Group Inc. 12,652 12,492 -160 -1.26%
Hendershot Investments Inc. 5,046 4,986 -60 -1.19%
Busey Wealth Management 5,664 5,599 -65 -1.15%
Sumitomo Mitsui Trust Holdings Inc. 1,960,522 1,938,431 -22,091 -1.13%
Chemung Canal Trust Co. 14,483 14,329 -154 -1.06%
Barrett & Company Inc. 1,712 1,694 -18 -1.05%
Schnieders Capital Management LLC 30,236 29,936 -300 -0.99%
Sawyer & Company Inc 11,806 11,692 -114 -0.97%
Cornell Pochily Investment Advisors Inc. 17,752 17,583 -169 -0.95%
Parcion Private Wealth LLC 14,298 14,168 -130 -0.91%
Investment Advisory Services Inc. TX ADV 6,079 6,025 -54 -0.89%
Randolph Co Inc 18,299 18,144 -155 -0.85%
Murphy Middleton Hinkle & Parker Inc. 24,613 24,407 -206 -0.84%
Clifford Swan Investment Counsel LLC 5,940 5,890 -50 -0.84%
LexAurum Advisors LLC 2,251 2,233 -18 -0.80%
Fidelity D & D Bancorp Inc. 5,206 5,166 -40 -0.77%
Rockland Trust Co. 3,218 3,194 -24 -0.75%
Visionary Horizons LLC 8,591 8,533 -58 -0.68%
Franklin Street Advisors Inc. NC 21,314 21,169 -145 -0.68%
Accel Wealth Management 3,718 3,693 -25 -0.67%
Raymond James Trust N.A. 87,860 87,414 -446 -0.51%
Wetzel Investment Advisors Inc. 1,589 1,581 -8 -0.50%
Cigna Investments Inc. New 8,139 8,099 -40 -0.49%
Family Legacy Inc. 49,860 49,638 -222 -0.45%
Keel Point LLC 2,239 2,229 -10 -0.45%
Rowland & Co. Investment Counsel ADV 26,476 26,358 -118 -0.45%
Adirondack Trust Co. 4,712 4,695 -17 -0.36%
Center for Financial Planning Inc. 1,413 1,408 -5 -0.35%
Wolff Wiese Magana LLC 16,746 16,691 -55 -0.33%
Arlington Trust Co LLC 5,349 5,332 -17 -0.32%
Powers Advisory Group LLC 6,592 6,571 -21 -0.32%
FSC Wealth Advisors LLC 323 322 -1 -0.31%
Fulton Bank N.A. 45,351 45,218 -133 -0.29%
Summit Financial Group Inc. 9,082 9,057 -25 -0.28%
McMahon Financial Advisors LLC 18,424 18,374 -50 -0.27%
Romano Brothers AND Company 84,196 84,003 -193 -0.23%
Home Federal Bank of Tennessee 28,462 28,409 -53 -0.19%
Latitude Advisors LLC 3,994 3,987 -7 -0.18%
Chicago Partners Investment Group LLC 45,975 45,892 -83 -0.18%
TRUE Private Wealth Advisors 3,617 3,611 -6 -0.17%
Welch Group LLC 11,180 11,167 -13 -0.12%
Douglas Lane & Associates LLC 4,335 4,331 -4 -0.09%
Lockerman Financial Group Inc. 2,428 2,426 -2 -0.08%
Carret Asset Management LLC 6,243 6,238 -5 -0.08%
Farmers Trust Co. 73,218 73,206 -12 -0.02%
Donaldson Capital Management LLC 14,524 14,523 -1 -0.01%
13F Filers Exiting DUK
Priebe Wealth Holdings LLC 2,139 0 -2,139 -100.00%
Armstrong Fleming & Moore Inc 2,417 0 -2,417 -100.00%
Oak Hill Wealth Advisors LLC 3,478 0 -3,478 -100.00%
McGlone Suttner Wealth Management Inc. 793 0 -793 -100.00%
Fiduciary Alliance LLC 2,419 0 -2,419 -100.00%
Worth Asset Management LLC 2,194 0 -2,194 -100.00%
Ulland Investment Advisors LLC 172 0 -172 -100.00%
Congress Wealth Management LLC DE 2,685 0 -2,685 -100.00%
Activest Wealth Management 200 0 -200 -100.00%
Fermata Advisors LLC 2,162 0 -2,162 -100.00%
Greystone Financial Group LLC 65,487 0 -65,487 -100.00%
Wealth Advisory Solutions LLC 17,664 0 -17,664 -100.00%
Berkshire Bank 2,516 0 -2,516 -100.00%
Cordant Inc. 77 0 -77 -100.00%
Tennessee Valley Asset Management Partners 251 0 -251 -100.00%
Advisor Resource Council 2,534 0 -2,534 -100.00%
Steel Peak Wealth Management LLC 37,497 0 -37,497 -100.00%
Security National Bank 1,116 0 -1,116 -100.00%
Mountain Capital Investment Advisors Inc 7,473 0 -7,473 -100.00%
Meridian Wealth Management LLC 13,370 0 -13,370 -100.00%
Blue Chip Partners Inc. 1,096 0 -1,096 -100.00%
Teamwork Financial Advisors LLC 3,208 0 -3,208 -100.00%
Annex Advisory Services LLC 2,414 0 -2,414 -100.00%
Cutler Group LP 125 0 -125 -100.00%
Montecito Bank & Trust 3,094 0 -3,094 -100.00%
Bourgeon Capital Management LLC 93 0 -93 -100.00%
Appleton Partners Inc. MA 2,335 0 -2,335 -100.00%
Bender Robert & Associates 2,080 0 -2,080 -100.00%
Calton & Associates Inc. 2,501 0 -2,501 -100.00%

See Summary: Institutional Holders of DUK
See Details: Top 10 Hedge Funds Holding DUK
Also See: DUK Insider Buying

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