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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
701
Philadelphia Trust Company
Pennsylvania
$584K +$20.2K +281 +4%
FCBT
702
First Citizens Bank & Trust
North Carolina
$582K +$174K +2,420 +45%
OIA
703
Optimum Investment Advisors
Illinois
$580K +$55.1K +766 +11%
AP
704
Advisor Partners
California
$574K +$4.96K +69 +0.9%
B
705
Bailard
California
$573K -$146K -2,028 -21%
AFG
706
Albion Financial Group
Utah
$572K -$72 -1 -0%
ST
707
Smithfield Trust
Pennsylvania
$566K -$294K -4,094 -35%
WIS
708
Wright Investors Service
Connecticut
$564K +$48.6K +676 +10%
SAM
709
Strategy Asset Managers
California
$561K +$24.9K +346 +5%
WSC
710
Wellington Shields & Co
New York
$558K +$503 +7 +0.1%
PFC
711
Phocas Financial Corp
California
$552K – – –
FTC
712
Farmers Trust Company
Ohio
$551K -$51.1K -710 -9%
TBA
713
Tower Bridge Advisors
Pennsylvania
$549K – – –
HTC
714
Haverford Trust Company
Pennsylvania
$547K -$19.6K -273 -4%
VAM
715
Visium Asset Management
New York
$545K -$380K -5,288 -42%
TCOV
716
Trust Company of Vermont
Vermont
$537K -$121K -1,682 -19%
NEPWA
717
New England Private Wealth Advisors
Massachusetts
$537K – – –
CK
718
Cohen Klingenstein
New York
$534K – – –
CC
719
Cornerstone Capital
California
$534K +$518K +7,196 New
WC
720
Whitnell & Co
Illinois
$530K – – –
AB
721
AT Bancorp
Iowa
$528K +$69.1K +961 +16%
WKA
722
Wilson Kemp & Associates
Michigan
$526K -$53.7K -747 -10%
RNS
723
Robert N. Shapiro
$525K -$252K -3,505 -33%
CCC
724
Chelsea Counsel Company
California
$517K -$2.42M -33,641 -83%
NES
725
New England Securities
New York
$515K +$39.2K +545 +9%
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