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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
526
Orleans Capital Management
Louisiana
$2.62M – – –
PFO
527
Pathstone Family Office
New Jersey
$2.6M +$1.12M +11,620 +43%
MMHP
528
Murphy Middleton Hinkle & Parker
Georgia
$2.6M -$5.47K -57 -0.2%
PT
529
Plimoth Trust
Massachusetts
$2.6M +$51.1K +532 +2%
CS
530
Comerica Securities
Michigan
$2.58M +$370K +3,850 +18%
SAM
531
Strategy Asset Managers
California
$2.56M +$25.1K +262 +1%
BAMF
532
BI Asset Management Fondsmaeglerselskab
Denmark
$2.54M +$1.39M +14,478 +142%
IA
533
IFG Advisory
Georgia
$2.54M +$17.8K +185 +0.8%
MA
534
Mutual Advisors
Nebraska
$2.53M +$163K +1,702 +7%
CHC
535
City Holding Co
West Virginia
$2.53M +$1.06K +11 +0%
RDWM
536
Red Door Wealth Management
Tennessee
$2.51M +$180K +1,872 +8%
TC
537
Trilogy Capital
California
$2.5M +$485K +5,054 +26%
V
538
Veritable
Delaware
$2.49M +$212K +2,211 +10%
NMIMC
539
Northwestern Mutual Investment Management Company
Wisconsin
$2.49M -$428K -4,463 -16%
APC
540
Aspire Private Capital
North Carolina
$2.47M +$2.5K +26 +0.1%
MNBTD
541
Moody National Bank Trust Division
Texas
$2.47M -$54.3K -566 -2%
SFP
542
Shepherd Financial Partners
Massachusetts
$2.45M +$247K +2,576 +12%
API
543
Advisor Partners II
California
$2.43M -$196K -2,037 -8%
TA
544
Townsend & Associates
Colorado
$2.42M +$357K +3,717 +18%
TAIM
545
Te Ahumairangi Investment Management
New Zealand
$2.42M +$204K +2,130 +10%
BOTW
546
Bank of the West
California
$2.39M +$29.5K +307 +1%
NGA
547
Naples Global Advisors
Florida
$2.38M +$323K +3,369 +17%
TFA
548
Triad Financial Advisors
North Carolina
$2.36M -$171K -1,784 -7%
SP
549
SWS Partners
Ohio
$2.36M +$194K +2,019 +10%
PA
550
Procyon Advisors
Connecticut
$2.36M +$359K +3,737 +19%
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