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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
526
Balasa Dinverno & Foltz
$2.18M +$732K +7,070 +46%
BCV
527
Banque Cantonale Vaudoise
Switzerland
$2.17M – – –
CCLA Investment Management
528
CCLA Investment Management
United Kingdom
$2.17M – – –
MBTD
529
Mechanics Bank - Trust Department
California
$2.16M -$118K -1,140 -5%
TCMG
530
TSP Capital Management Group
New Jersey
$2.16M – – –
AP
531
Advisor Partners
California
$2.14M -$51.6K -498 -2%
NSB
532
Norway Savings Bank
Maine
$2.13M +$141K +1,365 +7%
IRF
533
IBM Retirement Fund
New York
$2.12M +$3.93K +38 +0.2%
Spire Wealth Management
534
Spire Wealth Management
Virginia
$2.11M +$39.8K +384 +2%
Greenleaf Trust
535
Greenleaf Trust
Michigan
$2.11M -$496K -4,795 -18%
LDB
536
Lee, Danner & Bass
Tennessee
$2.11M -$5.18K -50 -0.2%
PWP
537
Principle Wealth Partners
Connecticut
$2.1M +$88K +850 +4%
WP
538
WealthShield Partners
North Carolina
$2.08M +$589K +5,687 +36%
Merit Financial Group
539
Merit Financial Group
Georgia
$2.06M +$14.6K +141 +0.7%
PHIMC
540
Private Harbour Investment Management & Counsel
Ohio
$2.06M -$55.6K -537 -2%
PFM
541
Premier Fund Managers
United Kingdom
$2.06M +$409K +3,950 +23%
Veritable
542
Veritable
Delaware
$2.05M -$90.7K -876 -4%
SSWG
543
Seven Springs Wealth Group
Tennessee
$2.05M +$257K +2,481 +13%
WCAMG
544
Woodard & Company Asset Management Group
North Carolina
$2.04M -$47.4K -458 -2%
Pinnacle Associates
545
Pinnacle Associates
New York
$2.04M -$11.6K -112 -0.5%
JWCA
546
J.W. Cole Advisors
Florida
$2.03M +$405K +3,912 +23%
GW & Wade
547
GW & Wade
Massachusetts
$2.03M -$1.86K -18 -0.1%
PFS
548
Physicians Financial Services
North Carolina
$2.03M -$1.66K -16 -0.1%
Nicholas Hoffman & Company
549
Nicholas Hoffman & Company
Georgia
$2.02M -$98.6K -952 -4%
ZCM
550
Ziegler Capital Management
Illinois
$2M -$858K -8,288 -29%