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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
676
Altavista Wealth Management
North Carolina
$870K -$18.3K -242 -2%
CONA
677
Capital One National Association
New York
$868K +$42.1K +556 +5%
CC
678
Cadinha & Co
Hawaii
$862K – – –
KIA
679
KCM Investment Advisors
California
$860K -$238K -3,147 -23%
FG
680
Fiduciary Group
Georgia
$850K -$1.97K -26 -0.2%
VCM
681
Violich Capital Management
California
$844K +$5.68K +75 +0.7%
AssetMark Inc
682
AssetMark Inc
California
$831K -$42.8K -565 -5%
GP
683
Girard Partners
Pennsylvania
$831K +$114K +1,506 +17%
PPSG
684
Princeton Portfolio Strategies Group
New Jersey
$815K – – –
NEPWA
685
New England Private Wealth Advisors
Massachusetts
$813K -$13K -172 -2%
AF
686
Aldebaran Financial
$813K +$151 +2 +0%
AB
687
Atlas Brown
Kentucky
$809K +$39.2K +518 +5%
FAM
688
Fred Alger Management
New York
$802K – – –
HW
689
Hancock Whitney
Mississippi
$798K +$219K +2,899 +41%
CAM
690
Carret Asset Management
New York
$791K -$7.57K -100 -1%
BHIA
691
Birch Hill Investment Advisors
Massachusetts
$784K – – –
HCM
692
Hodges Capital Management
Texas
$781K -$210K -2,776 -22%
SS
693
Simplicity Solutions
Minnesota
$773K +$260K +3,431 +56%
WA
694
WFG Advisors
Texas
$768K +$50.1K +662 +7%
Nomura Holdings
695
Nomura Holdings
Japan
$766K +$721K +9,532 New
FQ
696
First Quadrant
California
$764K -$33.6K -444 -4%
SWM
697
SVA Wealth Management
Wisconsin
$759K -$28.8K -381 -4%
SSB
698
Sandy Spring Bank
Maryland
$758K +$94.4K +1,248 +15%
LNC
699
Lincoln National Corp
Pennsylvania
$753K +$96.3K +1,272 +16%
JIM
700
Jupiter Investment Management
United Kingdom
$748K +$641K +8,475 +1,049%