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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
651
Capital International
California
$745K – – –
DC
652
Deschaine & Company
Illinois
$741K -$38.9K -479 -5%
BMCMI
653
Bryn Mawr Capital Management Inc
Pennsylvania
$741K +$783K +9,652 New
PNAA
654
Pictet North America Advisors
Switzerland
$732K +$774K +9,540 New
BAM
655
Bruderman Asset Management
New York
$728K +$769K +9,477 New
CAM
656
Carret Asset Management
New York
$725K +$8.36K +103 +1%
CIC
657
Crawford Investment Counsel
Georgia
$725K +$49.1K +605 +7%
WS
658
Wedbush Securities
California
$722K -$63.7K -785 -8%
SSB
659
Sandy Spring Bank
Maryland
$721K +$46.9K +578 +7%
WIC
660
Wilkins Investment Counsel
Massachusetts
$706K – – –
CC
661
Cadinha & Co
Hawaii
$706K +$164K +2,025 +28%
QCMC
662
Quantum Capital Management (California)
California
$705K -$900K -11,090 -54%
FWP
663
FAS Wealth Partners
Kansas
$702K +$26.1K +322 +4%
VCM
664
Violich Capital Management
California
$700K – – –
BRM
665
Boston Research & Management
Massachusetts
$697K – – –
FAM
666
Fred Alger Management
New York
$692K -$75.1K -925 -9%
ACP
667
Ashfield Capital Partners
California
$691K – – –
TC
668
Taylor Cottrill
New Hampshire
$686K +$23.8K +293 +3%
SAM
669
Strategy Asset Managers
California
$684K +$17.7K +218 +3%
RCAG
670
Rehmann Capital Advisory Group
Michigan
$682K -$26.6K -328 -4%
AP
671
Advisor Partners
California
$682K +$37.3K +459 +5%
CSIC
672
Clifford Swan Investment Counsel
California
$678K +$37.5K +462 +6%
ST
673
Smithfield Trust
Pennsylvania
$675K +$24.4K +301 +4%
FSC
674
Fiduciary Services Corp
Georgia
$672K -$22.5K -277 -3%
MMPW
675
Mitchell McLeod Pugh & Williams
Alabama
$668K +$4.63K +57 +0.7%
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