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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
751
Canandaigua National Bank & Trust
New York
$676K -$27.7K -329 -4%
Carson Wealth (CWM LLC)
752
Carson Wealth (CWM LLC)
Nebraska
$674K -$165K -1,965 -20%
SACTSONJ
753
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$669K – – –
PAM
754
Premier Asset Management
Illinois
$661K -$4.37K -52 -0.7%
SWM
755
SVA Wealth Management
Wisconsin
$659K -$16.6K -198 -2%
LOAME
756
Lombard Odier Asset Management (Europe)
United Kingdom
$659K – – –
SC
757
Schulhoff & Co
Ohio
$658K +$11.3K +135 +2%
WS
758
Wedbush Securities
California
$656K -$46.1K -548 -7%
KIA
759
KCM Investment Advisors
California
$653K -$102K -1,219 -13%
BCM
760
Boltwood Capital Management
California
$651K – – –
PFC
761
Phocas Financial Corp
California
$648K -$530K -6,301 -45%
SCI
762
Stableford Capital II
Arizona
$645K +$22.1K +263 +4%
SRSA
763
S.R. Schill & Associates
Washington
$638K +$3.11K +37 +0.5%
GC
764
Grimes & Company
Massachusetts
$637K +$757 +9 +0.1%
SXL
765
Summit X LLC
Missouri
$634K +$635K +7,553 New
CGT
766
Capital Guardian Trust
California
$627K -$240K -2,857 -28%
WIC
767
Wilkins Investment Counsel
Massachusetts
$626K – – –
BHWM
768
Bar Harbor Wealth Management
New Hampshire
$623K -$35K -416 -5%
GAMC
769
Garner Asset Management Corp
Texas
$618K +$621K +7,390 New
Teacher Retirement System of Texas
770
Teacher Retirement System of Texas
Texas
$613K +$8.91K +106 +1%
Jane Street
771
Jane Street
New York
$609K -$392K -4,659 -39%
RBC
772
Ronald Blue & Co
Georgia
$608K -$68.3K -813 -10%
CT
773
Clearstead Trust
Maine
$607K +$16.6K +197 +3%
CK
774
Cohen Klingenstein
New York
$602K – – –
FAM
775
Formidable Asset Management
Ohio
$602K +$6.64K +79 +1%