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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
701
New England Private Wealth Advisors
Massachusetts
$501K -$11.8K -168 -2%
WIS
702
Wright Investors Service
Connecticut
$499K +$1.4K +20 +0.3%
CK
703
Cohen Klingenstein
New York
$497K – – –
OIA
704
Optimum Investment Advisors
Illinois
$494K -$9.17K -131 -2%
WC
705
Whitnell & Co
Illinois
$493K – – –
AP
706
Advisor Partners
California
$491K +$118K +1,689 +31%
FQ
707
First Quadrant
California
$487K -$124K -1,766 -20%
PFC
708
Phocas Financial Corp
California
$485K -$29.7K -425 -6%
CIC
709
Crawford Investment Counsel
Georgia
$485K – – –
SC
710
Schulhoff & Co
Ohio
$482K – – –
SAM
711
Strategy Asset Managers
California
$482K +$52.4K +749 +12%
MCM
712
Marathon Capital Management
Maryland
$478K -$5.81K -83 -1%
NES
713
New England Securities
New York
$473K -$20.3K -290 -4%
KC
714
Kingfisher Capital
North Carolina
$471K +$88.7K +1,268 +23%
DWA
715
Douglass Winthrop Advisors
New York
$470K -$70.7K -1,010 -13%
CC
716
Cadinha & Co
Hawaii
$470K +$476K +6,807 New
SC
717
Saturna Capital
Washington
$468K – – –
TFA
718
Transamerica Financial Advisors
Florida
$462K +$123K +1,760 +36%
MFS
719
MSI Financial Services
Massachusetts
$461K -$537K -7,675 -53%
NCM
720
Novare Capital Management
North Carolina
$461K -$49K -700 -9%
PFSC
721
Peoples Financial Services Corp
Pennsylvania
$461K +$468K +6,688 New
HVIA
722
Hudson Valley Investment Advisors
New York
$459K -$5.25K -75 -1%
CCT
723
Country Club Trust
Missouri
$455K -$54.5K -778 -11%
BC
724
Burney Company
Virginia
$454K -$44.7K -638 -9%
PM
725
Parametrica Management
Hong Kong
$454K +$460K +6,573 New
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