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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
726
Barnett & Company
Tennessee
$735K -$5.28K -66 -0.8%
GA
727
Geneva Advisors
Illinois
$733K -$46.6K -583 -6%
AI
728
Atria Investments
North Carolina
$733K +$144K +1,803 +26%
WRM
729
Westport Resources Management
Connecticut
$720K -$4.79K -60 -0.7%
CSIC
730
Clifford Swan Investment Counsel
California
$712K – – –
CIM
731
CIM Investment Management
Pennsylvania
$710K -$30.4K -380 -4%
BRM
732
Boston Research & Management
Massachusetts
$707K – – –
NAMA
733
Nikko Asset Management Americas
New York
$707K – – –
ZIC
734
ZWJ Investment Counsel
Georgia
$705K -$4.56K -57 -0.7%
BHWM
735
Bar Harbor Wealth Management
New Hampshire
$705K +$51K +638 +8%
FIM
736
Freedom Investment Management
Connecticut
$705K +$124K +1,557 +23%
BT
737
Beacon Trust
New Jersey
$704K -$3.84K -48 -0.6%
MAM
738
Martingale Asset Management
Massachusetts
$701K -$223K -2,785 -25%
CSS
739
Cubist Systematic Strategies
Connecticut
$698K -$1.87M -23,458 -74%
GP
740
Girard Partners
Pennsylvania
$696K -$175K -2,192 -21%
SACTSONJ
741
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$686K – – –
WSC
742
Wellington Shields & Co
New York
$684K +$559 +7 +0.1%
FBT
743
First Bankers Trust
Kentucky
$678K -$43.9K -549 -6%
ASN
744
Advisory Services Network
Georgia
$674K +$10.8K +135 +2%
CNC
745
Citizens & Northern Corp
Pennsylvania
$670K +$50.5K +632 +9%
EHWM
746
Eads & Heald Wealth Management
Georgia
$667K +$74.3K +929 +14%
CG
747
Clinton Group
New York
$665K +$620K +7,756 New
AFG
748
Albion Financial Group
Utah
$661K – – –
MWAC
749
Mariner Wealth Advisors (Cincinnati)
Ohio
$658K +$5.28K +66 +0.9%
OC
750
Oakworth Capital
Alabama
$655K – – –
28 29
30
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