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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OTPPB
601
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.52M -$134K -1,523 -8%
WI
602
WrapManager Inc
California
$1.51M -$19.8K -225 -1%
GBBWRPM
603
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.51M – – –
IWA
604
Intercontinental Wealth Advisors
Texas
$1.5M -$20.7K -235 -1%
MWNA
605
Marshall Wace North America
New York
$1.49M +$1.46M +16,601 New
MFG
606
Merit Financial Group
Georgia
$1.49M +$36.3K +412 +3%
WS
607
Wedbush Securities
California
$1.49M +$114K +1,292 +8%
TPA
608
Trivium Point Advisory
Connecticut
$1.49M +$30.1K +341 +2%
AAIM
609
American Assets Investment Management
California
$1.49M – – –
BBNA
610
Bremer Bank National Association
Minnesota
$1.49M +$1.44M +16,310 New
HT
611
Heritage Trust
Oklahoma
$1.48M +$1.41M +16,005 +4,157%
PCA
612
Providence Capital Advisors
North Carolina
$1.47M +$79.5K +902 +6%
BMA
613
Brooks Moore & Associates
Tennessee
$1.47M -$36.2K -410 -2%
FNFDCM
614
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.47M -$4.41K -50 -0.3%
NWP
615
Northstar Wealth Partners
Connecticut
$1.47M +$7.05K +80 +0.5%
BFS
616
Bradley Foster & Sargent
Connecticut
$1.47M -$36.6K -415 -2%
AWM
617
Altavista Wealth Management
North Carolina
$1.47M -$88 -1 -0%
SIC
618
Shoker Investment Counsel
Ohio
$1.47M +$65.8K +746 +5%
HPC
619
HM Payson & Co
Maine
$1.46M +$1.43M +16,262 New
FDS
620
First Dallas Securities
Texas
$1.46M -$21.9K -248 -2%
VAS
621
Vestmark Advisory Solutions
Massachusetts
$1.46M +$1.43M +16,213 New
SBH
622
Segall Bryant & Hamill
Illinois
$1.46M -$411K -4,657 -22%
ACA
623
Atlas Capital Advisors
Wyoming
$1.44M +$1.41M +16,013 New
TW
624
TrinityPoint Wealth
Connecticut
$1.44M +$1.14M +12,879 +413%
NAM
625
NTV Asset Management
West Virginia
$1.43M – – –
23 24
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