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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
501
Caldwell Trust
Florida
$3.83M -$189K -1,699 -5%
AHIA
502
Andrew Hill Investment Advisors
Florida
$3.83M -$17K -153 -0.5%
PCIA
503
Prime Capital Investment Advisors
Kansas
$3.82M +$407K +3,659 +12%
NIM
504
NXG Investment Management
Texas
$3.8M +$3.67M +33,000 New
KA
505
Keene & Associates
Texas
$3.8M -$8.9K -80 -0.2%
NS
506
NBC Securities
Alabama
$3.78M +$7.35K +66 +0.2%
AAIM
507
American Assets Investment Management
California
$3.77M – – –
RIL
508
Rothschild Investment LLC
Illinois
$3.76M -$35.3K -317 -1%
FB
509
Fulton Bank
Pennsylvania
$3.76M -$1.34M -12,002 -27%
RFM
510
Royal Fund Management
Florida
$3.76M -$35.5K -319 -1%
TC
511
Torno Capital
Massachusetts
$3.75M +$3.56M +32,000 +6,400%
SB
512
Simmons Bank
Arkansas
$3.75M -$10.6K -95 -0.3%
SCM
513
Schnieders Capital Management
California
$3.72M +$34.9K +314 +1%
PT
514
Plimoth Trust
Massachusetts
$3.71M +$557 +5 +0%
TAM
515
Townsend Asset Management
North Carolina
$3.71M +$28.5K +256 +0.8%
CA
516
Carson Advisory
Georgia
$3.7M +$9.35K +84 +0.3%
LFAS
517
Level Four Advisory Services
Texas
$3.69M +$91.3K +820 +3%
TC
518
TwinBeech Capital
New York
$3.68M +$3.56M +31,941 New
GRP
519
Global Retirement Partners
California
$3.68M +$71.9K +646 +2%
KWA
520
Kingswood Wealth Advisors
California
$3.64M +$879K +7,901 +33%
LA
521
Lynch & Associates
Indiana
$3.64M +$38K +341 +1%
PI
522
PFG Investments
New York
$3.64M -$37.8K -340 -1%
FWP
523
FAS Wealth Partners
Kansas
$3.6M +$155K +1,397 +5%
WSFS
524
Wilmington Savings Fund Society
Delaware
$3.6M +$2.49M +22,332 +250%
JWCA
525
J.W. Cole Advisors
Florida
$3.59M +$615K +5,524 +22%
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