DUKE ENERGY CORP NEW
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Ballast, Inc. | 15,948 | 19,358 | +3,410 | 0.48 | 0.46 | -0.02 | buy |
| AMERICAN NATIONAL BANK & TRUST | 22,758 | 24,096 | +1,338 | 0.28 | 0.26 | -0.02 | buy |
| FORTEM FINANCIAL GROUP, LLC | 5,670 | 6,829 | +1,159 | 0.19 | 0.18 | -0.01 | buy |
| Castleview Partners, LLC | 3,808 | 4,852 | +1,044 | 0.26 | 0.27 | +0.01 | buy |
| Graves Light Lenhart Wealth, Inc. | 16,385 | 17,181 | +796 | 0.22 | 0.20 | -0.02 | buy |
| Elmwood Wealth Management, Inc. | 2,729 | 3,238 | +509 | 0.10 | 0.10 | +0.00 | buy |
| GREENLEAF TRUST | 20,277 | 20,685 | +408 | 0.03 | 0.03 | -0.00 | buy |
| Winthrop Advisory Group LLC | 2,243 | 2,613 | +370 | 0.02 | 0.02 | -0.00 | buy |
| Chesley Taft & Associates LLC | 11,301 | 11,633 | +332 | 0.06 | 0.06 | -0.00 | buy |
| Lantz Financial LLC | 7,154 | 7,442 | +288 | 0.19 | 0.17 | -0.02 | buy |
| Stokes Capital Advisors, LLC | 1,544 | 1,805 | +261 | 0.05 | 0.05 | +0.00 | buy |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3,309 | 3,523 | +214 | 0.11 | 0.09 | -0.02 | buy |
| Uncommon Cents Investing LLC | 3,774 | 3,974 | +200 | 0.11 | 0.11 | -0.01 | buy |
| Cooper Financial Group | 3,207 | 3,392 | +185 | 0.04 | 0.04 | -0.01 | buy |
| GUARDIAN INVESTMENT MANAGEMENT | 2,289 | 2,439 | +150 | 0.24 | 0.20 | -0.04 | buy |
| Pflug Koory, LLC | 2,765 | 2,868 | +103 | 0.17 | 0.15 | -0.02 | buy |
| HOWARD WEALTH MANAGEMENT, LLC | 2,435 | 2,536 | +101 | 0.13 | 0.12 | -0.02 | buy |
| LifePlan Financial, LLC | 11,646 | 11,736 | +90 | 1.13 | 1.04 | -0.09 | buy |
| COUNTRY TRUST BANK | 1,740 | 1,810 | +70 | 0.00 | 0.00 | -0.00 | buy |
| FIRST UNITED BANK & TRUST | 2,327 | 2,375 | +48 | 0.10 | 0.09 | -0.01 | buy |
| Fulcrum Equity Management | 3,972 | 3,998 | +26 | 0.51 | 0.41 | -0.10 | buy |
| 180 WEALTH ADVISORS, LLC | 1,596 | 1,603 | +7 | 0.02 | 0.02 | -0.00 | buy |
| Kozak & Associates, Inc. | 2,627 | 2,634 | +7 | 0.07 | 0.06 | -0.01 | buy |
| Murphy, Middleton, Hinkle & Parker, Inc. | 22,029 | 22,035 | +6 | 1.34 | 1.13 | -0.20 | buy |
| Shulman DeMeo Asset Management LLC | 2,542 | 2,546 | +4 | 0.07 | 0.06 | -0.01 | buy |
| Independence Bank of Kentucky | 5,560 | 5,532 | -28 | 0.09 | 0.08 | -0.01 | sell |
| HHM Wealth Advisors, LLC | 5,203 | 5,173 | -30 | 0.08 | 0.07 | -0.01 | sell |
| SHEETS SMITH WEALTH MANAGEMENT | 28,041 | 27,917 | -124 | 0.41 | 0.35 | -0.06 | sell |
| Quad-Cities Investment Group, LLC | 3,740 | 3,616 | -124 | 0.20 | 0.16 | -0.03 | sell |
| Liberty Capital Management, Inc. | 2,105 | 1,964 | -141 | 0.05 | 0.04 | -0.00 | sell |
| Cornell Pochily Investment Advisors, Inc. | 16,943 | 16,760 | -183 | 0.65 | 0.57 | -0.08 | sell |
| West Branch Capital LLC | 1,531 | 1,331 | -200 | 0.05 | 0.04 | -0.01 | sell |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 3,650 | 3,411 | -239 | 0.04 | 0.03 | -0.01 | sell |
| Asset Advisors Investment Management, LLC | 4,673 | 4,327 | -346 | 0.06 | 0.05 | -0.01 | sell |
| Balefire, LLC | 2,457 | 2,097 | -360 | 0.06 | 0.04 | -0.02 | sell |
| Old Port Advisors | 4,597 | 4,196 | -401 | 0.14 | 0.10 | -0.03 | sell |
| BURKETT FINANCIAL SERVICES, LLC | 12,145 | 11,683 | -462 | 0.54 | 0.46 | -0.08 | sell |
| Certified Advisory Corp | 20,731 | 20,048 | -683 | 0.24 | 0.20 | -0.04 | sell |
| Sound Income Strategies, LLC | 4,668 | 2,720 | -1,948 | 0.03 | 0.02 | -0.01 | sell |
| HENNESSY ADVISORS INC | 94,887 | 89,187 | -5,700 | 0.45 | 0.36 | -0.09 | sell |