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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
801
Hollencrest Capital Management
California
$328K – – –
BSB
802
Bangor Savings Bank
Maine
$327K +$1.68K +23 +0.5%
FIM
803
Freedom Investment Management
Connecticut
$322K +$15.2K +209 +5%
WKWM
804
Walter & Keenan Wealth Management
Indiana
$318K – – –
STI
805
Susquehanna Trust & Investment
Pennsylvania
$318K +$2.63K +36 +0.9%
DSC
806
Duncker Streett & Co
Missouri
$317K – – –
FC
807
Forte Capital
New York
$317K +$309K +4,240 New
HKIM
808
Hayek Kallen Investment Management
Alabama
$315K -$13.8K -189 -4%
LCM
809
Laurion Capital Management
New York
$314K +$306K +4,200 New
AI
810
Atria Investments
North Carolina
$313K -$1.39K -19 -0.5%
BDF
811
Balasa Dinverno & Foltz
$313K +$20.7K +284 +7%
SCM
812
Southport Capital Management
Tennessee
$311K – – –
CCG
813
Cypress Capital Group
Florida
$310K +$51.1K +700 +20%
CC
814
Cannell & Co
New York
$308K – – –
HCM
815
Horrell Capital Management
Arkansas
$308K – – –
RMDI
816
R.M. Davis Inc
Maine
$308K +$301K +4,122 New
FWCM
817
Ferguson Wellman Capital Management
Oregon
$307K -$19.4K -266 -6%
WKA
818
Wilson Kemp & Associates
Michigan
$306K -$219K -2,998 -42%
W
819
Wealthfront
California
$304K +$114K +1,558 +62%
GLI
820
Guardian Life Insurance
New York
$301K +$1.17K +16 +0.4%
NB
821
NBT Bank
New York
$301K +$44.6K +611 +18%
FAM
822
Formidable Asset Management
Ohio
$300K -$1.9K -26 -0.7%
SIG
823
Sky Investment Group
Connecticut
$300K +$293K +4,014 New
CCT
824
Capital City Trust
Florida
$299K +$13.4K +183 +5%
WA
825
Whitebox Advisors
Minnesota
$299K +$292K +4,000 New
31 32
33
34 35