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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
601
Wilbanks Smith & Thomas Asset Management
Virginia
$1.33M -$135K -1,750 -9%
FPFS
602
First Personal Financial Services
North Carolina
$1.33M -$67.5K -877 -5%
BCFS
603
Butensky & Cohen Financial Security
Florida
$1.32M +$259K +3,364 +25%
AAIM
604
American Assets Investment Management
California
$1.32M – – –
BA
605
Boston Advisors
Massachusetts
$1.32M -$69.8K -907 -5%
FNBTCON
606
First National Bank & Trust Co of Newtown
Pennsylvania
$1.32M -$30.8K -400 -2%
UAS
607
United Asset Strategies
New York
$1.31M -$240K -3,126 -16%
LMAM
608
Legg Mason Asset Management
Japan
$1.3M -$346K -4,500 -22%
RCAG
609
Rehmann Capital Advisory Group
Michigan
$1.29M +$40.2K +523 +3%
GAM
610
Gotham Asset Management
New York
$1.29M -$3.33M -43,243 -73%
IA
611
IFG Advisory
Georgia
$1.28M +$150K +1,946 +14%
SCM
612
Shelton Capital Management
Colorado
$1.28M – – –
CPIG
613
Chicago Partners Investment Group
Illinois
$1.27M -$2.71M -35,283 -69%
BBHC
614
Brown Brothers Harriman & Co
New York
$1.27M -$92.5K -1,203 -7%
CA
615
Cetera Advisors
Colorado
$1.27M +$22.7K +295 +2%
AWM
616
Altavista Wealth Management
North Carolina
$1.26M -$189K -2,460 -13%
NAM
617
NTV Asset Management
West Virginia
$1.26M +$76.9K +1,000 +7%
B
618
Barings
North Carolina
$1.25M +$30.3K +394 +3%
BO
619
Bank OZK
Arkansas
$1.25M -$699K -9,089 -37%
NC
620
NewSquare Capital
Pennsylvania
$1.23M +$199K +2,590 +20%
FHA
621
Flagship Harbor Advisors
Massachusetts
$1.22M +$409K +5,313 +52%
WA
622
WealthTrust Axiom
Pennsylvania
$1.21M -$3.08K -40 -0.3%
Barrow, Hanley, Mewhinney & Strauss
623
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.2M – – –
FNFDCM
624
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.2M +$6.54K +85 +0.6%
PAM
625
Pegasus Asset Management
New York
$1.19M -$50.1K -651 -4%