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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FNB
626
Farmers National Bank
Kentucky
$860K +$163K +2,007 +22%
CAM
627
Columbia Asset Management
Michigan
$858K -$171K -2,107 -16%
WTC
628
WhitTier Trust Company
Nevada
$857K -$44.8K -552 -5%
NEPWA
629
New England Private Wealth Advisors
Massachusetts
$856K +$13.5K +166 +2%
AWM
630
Altavista Wealth Management
North Carolina
$835K -$9.33K -115 -1%
KIA
631
KCM Investment Advisors
California
$818K -$3.08M -37,969 -78%
PPSG
632
Princeton Portfolio Strategies Group
New Jersey
$814K -$267K -3,294 -24%
B
633
Barings
North Carolina
$812K -$48.7K -600 -5%
FMBTD
634
First Midwest Bank Trust Division
Illinois
$808K -$3.57K -44 -0.4%
NA
635
NewEdge Advisors
Louisiana
$808K +$854K +10,522 New
CA
636
CapWealth Advisors
Tennessee
$807K -$418K -5,147 -33%
TCOTO
637
Trust Company of the Ozarks
Missouri
$801K -$24.7K -304 -3%
MA
638
Montag & Associates
Georgia
$796K -$131K -1,616 -13%
CIC
639
Carnegie Investment Counsel
Ohio
$790K +$224K +2,760 +37%
FHA
640
First Horizon Advisors
Tennessee
$781K -$8.69K -107 -1%
CONA
641
Capital One National Association
New York
$777K -$5.11K -63 -0.6%
HW
642
Hancock Whitney
Mississippi
$769K +$222K +2,732 +37%
AR
643
Advisory Research
Illinois
$767K +$9.58K +118 +1%
SWM
644
Segment Wealth Management
Texas
$763K +$573K +7,058 +245%
MIM
645
Montgomery Investment Management
Maryland
$762K -$5.36K -66 -0.7%
FQ
646
First Quadrant
California
$761K – – –
SWM
647
SVA Wealth Management
Wisconsin
$757K +$800K +9,860 New
FTIOP
648
Fiduciary Trust International of Pennsylvania
Pennsylvania
$755K -$55K -677 -6%
BT
649
Beacon Trust
New Jersey
$754K -$27.2K -335 -3%
BHIA
650
Birch Hill Investment Advisors
Massachusetts
$751K – – –
24 25
26
27 28