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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
DIM
676
DC Investments Management
Virginia
$922K – – –
OPCM
677
Osborne Partners Capital Management
California
$920K -$11.5K -149 -1%
HA
678
Hamel Associates
New Jersey
$918K -$233K -3,014 -20%
Perpetual Ltd
679
Perpetual Ltd
Australia
$914K -$170K -2,200 -16%
CAM
680
CenterStar Asset Management
Illinois
$910K – – –
LFR
681
Lehman Financial Resources
Pennsylvania
$908K +$25K +323 +3%
SMC
682
Smith, Moore & Co
Missouri
$902K +$33.5K +434 +4%
ACS
683
Archford Capital Strategies
Illinois
$901K +$696 +9 +0.1%
WIS
684
Wright Investors Service
Connecticut
$896K +$65K +841 +8%
Fiduciary Trust
685
Fiduciary Trust
Massachusetts
$893K -$66.8K -864 -7%
NEPWA
686
New England Private Wealth Advisors
Massachusetts
$891K -$85.3K -1,103 -9%
FFC
687
First Financial Corp
Indiana
$870K -$81.6K -1,056 -9%
Montag & Associates
688
Montag & Associates
Georgia
$870K +$149K +1,923 +21%
IBOK
689
Independence Bank of Kentucky
Kentucky
$870K +$191K +2,475 +28%
CPIA
690
Cornell Pochily Investment Advisors
New York
$868K -$50.7K -656 -6%
TNBTD
691
Trustmark National Bank Trust Department
Mississippi
$865K -$137K -1,774 -14%
CAM
692
Carret Asset Management
New York
$864K – – –
SCA
693
Stonebridge Capital Advisors
Minnesota
$864K +$14.1K +183 +2%
WP
694
WealthPLAN Partners
Nebraska
$862K +$188K +2,435 +28%
MSS
695
Mitchell Sinkler & Starr
Pennsylvania
$860K +$49.1K +635 +6%
DBRC
696
D.B. Root & Company
Pennsylvania
$858K +$145K +1,876 +20%
AF
697
Aldebaran Financial
$853K +$309 +4 +0%
Vident Investment Advisory
698
Vident Investment Advisory
Georgia
$853K +$234K +3,030 +38%
CAC
699
Certified Advisory Corp
Florida
$849K +$12.9K +167 +2%
DAM
700
Doheny Asset Management
California
$844K -$275K -3,552 -25%