DUKE ENERGY CORP COM
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| SSI INVESTMENT MANAGEMENT LLC | 0 | 3,668,000 | +3,668,000 | 1.62 | 0.28 | -1.34 | buy |
| Investment Management Corp of Ontario | 74,461 | 392,800 | +318,339 | 0.12 | 0.66 | +0.55 | buy |
| OSSIAM | 2,069 | 189,517 | +187,448 | 0.00 | 0.44 | +0.43 | buy |
| EDGAR LOMAX CO/VA | 277,161 | 375,886 | +98,725 | 2.47 | 3.51 | +1.04 | buy |
| FIRST CITIZENS BANK & TRUST CO | 98,162 | 183,947 | +85,785 | 0.24 | 0.51 | +0.27 | buy |
| Magellan Asset Management Ltd | 336,279 | 402,505 | +66,226 | 0.48 | 0.68 | +0.20 | buy |
| Aventail Capital Group, LP | 102,447 | 167,929 | +65,482 | 0.69 | 1.06 | +0.37 | buy |
| Empower Advisory Group, LLC | 1,295,190 | 1,358,766 | +63,576 | 0.41 | 0.46 | +0.05 | buy |
| Capital Wealth Planning, LLC | 2,678,696 | 2,740,814 | +62,118 | 2.03 | 1.98 | -0.06 | buy |
| Canal Capital Management, LLC | 2,027 | 56,520 | +54,493 | 0.03 | 1.00 | +0.97 | buy |
| SHELTON CAPITAL MANAGEMENT | 34,772 | 87,830 | +53,058 | 0.08 | 0.25 | +0.17 | buy |
| PARSONS CAPITAL MANAGEMENT INC/RI | 8,428 | 57,825 | +49,397 | 0.05 | 0.35 | +0.29 | buy |
| iA Global Asset Management Inc. | 101,918 | 147,797 | +45,879 | 0.15 | 0.27 | +0.12 | buy |
| BI Asset Management Fondsmaeglerselskab A/S | 48,269 | 92,861 | +44,592 | 0.05 | 0.13 | +0.08 | buy |
| SPIREPOINT PRIVATE CLIENT, LLC | 1,780 | 43,788 | +42,008 | 0.02 | 0.55 | +0.53 | buy |
| IFM Investors Pty Ltd | 187,425 | 224,461 | +37,036 | 0.18 | 0.25 | +0.06 | buy |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 20,364 | 54,903 | +34,539 | 0.34 | 1.05 | +0.71 | buy |
| Davidson Capital Management Inc. | 79 | 33,789 | +33,710 | 0.00 | 0.80 | +0.80 | buy |
| Advisors Capital Management, LLC | 571,835 | 602,263 | +30,428 | 0.79 | 0.92 | +0.13 | buy |
| National Pension Service | 2,057,991 | 2,087,169 | +29,178 | 0.18 | 0.21 | +0.03 | buy |
| Union Bancaire Privee, UBP SA | 38,299 | 67,106 | +28,807 | 0.06 | 0.13 | +0.07 | buy |
| GREAT LAKES ADVISORS, LLC | 828,101 | 855,608 | +27,507 | 0.79 | 0.93 | +0.14 | buy |
| Farringdon Capital, Ltd. | 6,798 | 34,223 | +27,425 | 0.20 | 0.98 | +0.79 | buy |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 205,003 | 232,015 | +27,012 | 3.07 | 3.13 | +0.06 | buy |
| Dynamic Advisor Solutions LLC | 30,676 | 54,446 | +23,770 | 0.12 | 0.22 | +0.11 | buy |
| Greenland Capital Management LP | 45,374 | 67,739 | +22,365 | 0.77 | 1.77 | +1.00 | buy |
| Cyndeo Wealth Partners, LLC | 62,164 | 83,978 | +21,814 | 0.39 | 0.58 | +0.19 | buy |
| Avidian Wealth Enterprises, LLC | 6,780 | 28,041 | +21,261 | 0.03 | 0.12 | +0.09 | buy |
| Gulf International Bank (UK) Ltd | 39,007 | 60,079 | +21,072 | 0.15 | 0.18 | +0.03 | buy |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 469,948 | 489,935 | +19,987 | 0.29 | 0.35 | +0.06 | buy |
| SVB WEALTH LLC | 26,328 | 45,796 | +19,468 | 0.18 | 0.40 | +0.21 | buy |
| Fifth Third Wealth Advisors LLC | 20,292 | 39,385 | +19,093 | 0.08 | 0.17 | +0.09 | buy |
| Sone Capital Management, LLC | 31,129 | 48,438 | +17,309 | 0.30 | 0.53 | +0.24 | buy |
| NORTHCAPE WEALTH MANAGEMENT, LLC | 16,120 | 31,881 | +15,761 | 0.53 | 1.14 | +0.60 | buy |
| AXQ CAPITAL, LP | 11,296 | 26,038 | +14,742 | 0.30 | 0.44 | +0.14 | buy |
| Cullen Capital Management, LLC | 1,906,717 | 1,921,458 | +14,741 | 2.44 | 2.58 | +0.14 | buy |
| Convergence Financial, LLC | 14,471 | 28,248 | +13,777 | 0.25 | 0.39 | +0.14 | buy |
| Constitution Capital LLC | 37,438 | 50,713 | +13,275 | 2.08 | 3.32 | +1.24 | buy |
| Signal Advisors Wealth, LLC | 3,094 | 15,186 | +12,092 | 0.03 | 0.14 | +0.11 | buy |
| OmniStar Financial Group, Inc. | 10,671 | 21,136 | +10,465 | 0.73 | 1.43 | +0.70 | buy |
| Laurel Wealth Advisors LLC | 153,286 | 163,709 | +10,423 | 2.38 | 2.01 | -0.37 | buy |
| Gateway Wealth Partners, LLC | 3,359 | 13,635 | +10,276 | 0.04 | 0.07 | +0.03 | buy |
| Patriot Financial Group Insurance Agency, LLC | 9,196 | 19,276 | +10,080 | 0.13 | 0.14 | +0.01 | buy |
| TOWER BRIDGE ADVISORS | 78,049 | 88,104 | +10,055 | 0.92 | 1.11 | +0.19 | buy |
| Kentucky Retirement Systems | 48,845 | 58,288 | +9,443 | 0.16 | 0.29 | +0.14 | buy |
| Meridian Wealth Management, LLC | 16,040 | 25,348 | +9,308 | 0.07 | 0.12 | +0.05 | buy |
| WHITENER CAPITAL MANAGEMENT, INC. | 53,111 | 62,160 | +9,049 | 1.42 | 1.86 | +0.44 | buy |
| Vinva Investment Management Ltd | 88,505 | 96,784 | +8,279 | 0.13 | 0.16 | +0.03 | buy |
| AMG National Trust Bank | 21,963 | 29,846 | +7,883 | 0.06 | 0.08 | +0.02 | buy |
| Clark Capital Management Group, Inc. | 735,398 | 743,226 | +7,828 | 0.53 | 0.60 | +0.07 | buy |
| Apella Capital, LLC | 5,511 | 13,204 | +7,693 | 0.01 | 0.03 | +0.01 | buy |
| CLOUGH CAPITAL PARTNERS L P | 53,352 | 60,522 | +7,170 | 0.56 | 0.77 | +0.20 | buy |
| Strategic Investment Advisors / MI | 1,802 | 8,838 | +7,036 | 0.02 | 0.08 | +0.06 | buy |
| United Capital Management of KS, Inc. | 116,779 | 123,781 | +7,002 | 1.92 | 2.46 | +0.54 | buy |
| Argent Trust Co | 56,007 | 62,918 | +6,911 | 0.23 | 0.28 | +0.05 | buy |
| Corundum Group, Inc. | 3,945 | 10,767 | +6,822 | 0.16 | 0.47 | +0.32 | buy |
| Czech National Bank | 205,053 | 211,793 | +6,740 | 0.16 | 0.18 | +0.03 | buy |
| ANTIPODES PARTNERS Ltd | 770,972 | 777,530 | +6,558 | 1.90 | 1.96 | +0.06 | buy |
| CRAWFORD INVESTMENT COUNSEL INC | 323,207 | 328,910 | +5,703 | 0.63 | 0.74 | +0.10 | buy |
| PHYSICIANS FINANCIAL SERVICES, INC. | 35,047 | 40,736 | +5,689 | 1.10 | 1.46 | +0.36 | buy |
| HAMEL ASSOCIATES, INC. | 26,639 | 32,085 | +5,446 | 0.94 | 1.20 | +0.26 | buy |
| Royal Fund Management, LLC | 33,304 | 38,684 | +5,380 | 0.36 | 0.49 | +0.13 | buy |
| Resona Asset Management Co.,Ltd. | 312,650 | 317,710 | +5,060 | 0.18 | 0.21 | +0.03 | buy |
| NEOS Investment Management LLC | 106,334 | 111,138 | +4,804 | 0.07 | 0.07 | +0.00 | buy |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | 69,145 | 73,930 | +4,785 | 0.16 | 0.20 | +0.04 | buy |
| CONNORS INVESTOR SERVICES INC | 116,122 | 120,802 | +4,680 | 1.17 | 1.46 | +0.29 | buy |
| Morningstar Investment Management LLC | 22,099 | 26,772 | +4,673 | 0.15 | 0.22 | +0.06 | buy |
| USS Investment Management Ltd | 124,291 | 128,951 | +4,660 | 0.07 | 0.07 | -0.00 | buy |
| ALERUS FINANCIAL NA | 1,154 | 5,748 | +4,594 | 0.01 | 0.04 | +0.03 | buy |
| Vest Financial, LLC | 39,071 | 43,614 | +4,543 | 0.06 | 0.07 | +0.01 | buy |
| ABN AMRO INVESTMENT SOLUTIONS | 32,006 | 36,469 | +4,463 | 0.06 | 0.06 | +0.01 | buy |
| Constant Guidance Financial LLC | 8,300 | 12,600 | +4,300 | 0.68 | 1.14 | +0.46 | buy |
| Capital Investment Counsel, Inc | 14,572 | 18,863 | +4,291 | 0.20 | 0.30 | +0.10 | buy |
| HERITAGE INVESTORS MANAGEMENT CORP | 7,737 | 11,712 | +3,975 | 0.03 | 0.05 | +0.02 | buy |
| CATALYST FINANCIAL PARTNERS LLC | 5,351 | 9,300 | +3,949 | 0.07 | 0.14 | +0.07 | buy |
| Rice Partnership, LLC | 41,473 | 45,386 | +3,913 | 0.66 | 0.81 | +0.15 | buy |
| OneAscent Financial Services LLC | 5,134 | 9,003 | +3,869 | 0.06 | 0.06 | +0.01 | buy |
| OSTRUM ASSET MANAGEMENT | 1,312 | 5,163 | +3,851 | 0.01 | 0.04 | +0.03 | buy |
| Hennion & Walsh Asset Management, Inc. | 36,443 | 40,276 | +3,833 | 0.15 | 0.18 | +0.03 | buy |
| CVFG LLC | 3,599 | 7,398 | +3,799 | 0.29 | 0.12 | -0.17 | buy |
| Stablepoint Partners, LLC | 41,075 | 44,826 | +3,751 | 0.75 | 0.87 | +0.12 | buy |
| VAUGHAN DAVID INVESTMENTS LLC/IL | 421,070 | 424,799 | +3,729 | 1.07 | 1.18 | +0.10 | buy |
| TECTONIC ADVISORS LLC | 85,469 | 89,195 | +3,726 | 0.53 | 0.62 | +0.09 | buy |
| Visionary Wealth Advisors | 71,393 | 75,042 | +3,649 | 0.38 | 0.43 | +0.06 | buy |
| Oak Harvest Investment Services | 93,332 | 96,970 | +3,638 | 1.19 | 1.33 | +0.13 | buy |
| Fiduciary Alliance LLC | 28,890 | 32,311 | +3,421 | 0.22 | 0.25 | +0.03 | buy |
| RiverFront Investment Group, LLC | 8,208 | 11,615 | +3,407 | 0.02 | 0.02 | +0.01 | buy |
| Sargent Investment Group, LLC | 33,679 | 37,011 | +3,332 | 0.50 | 0.64 | +0.14 | buy |
| E Fund Management Co., Ltd. | 1,954 | 5,123 | +3,169 | 0.01 | 0.02 | +0.01 | buy |
| Moors & Cabot, Inc. | 49,463 | 52,610 | +3,147 | 0.25 | 0.29 | +0.05 | buy |
| RMR Wealth Builders | 21,867 | 24,984 | +3,117 | 0.21 | 0.26 | +0.05 | buy |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 34,191 | 37,272 | +3,081 | 1.41 | 1.76 | +0.35 | buy |
| EQUITABLE TRUST CO | 24,388 | 27,431 | +3,043 | 0.13 | 0.17 | +0.04 | buy |
| SCOTIA CAPITAL INC. | 11,532 | 14,562 | +3,030 | 0.01 | 0.01 | +0.00 | buy |
| Rithm Capital Corp. | 5,600 | 8,600 | +3,000 | 1.53 | 1.67 | +0.14 | buy |
| CacheTech Inc. | 2,977 | 5,931 | +2,954 | 0.06 | 0.15 | +0.09 | buy |
| Ellsworth Advisors, LLC | 51,925 | 54,740 | +2,815 | 1.22 | 1.35 | +0.13 | buy |
| Advisory Alpha, LLC | 16,234 | 19,042 | +2,808 | 0.05 | 0.07 | +0.02 | buy |
| Harel Insurance Investments & Financial Services Ltd. | 848 | 3,648 | +2,800 | 0.00 | 0.00 | +0.00 | buy |
| Leo Wealth, LLC | 25,898 | 28,694 | +2,796 | 0.22 | 0.27 | +0.05 | buy |