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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
801
Walter & Keenan Wealth Management
Indiana
$318K – – –
STI
802
Susquehanna Trust & Investment
Pennsylvania
$318K +$2.63K +36 +0.9%
DSC
803
Duncker Streett & Co
Missouri
$317K – – –
FC
804
Forte Capital
New York
$317K +$309K +4,240 New
HKIM
805
Hayek Kallen Investment Management
Alabama
$315K -$13.8K -189 -4%
LCM
806
Laurion Capital Management
New York
$314K +$306K +4,200 New
AI
807
Atria Investments
North Carolina
$313K -$1.39K -19 -0.5%
BDF
808
Balasa Dinverno & Foltz
$313K +$20.7K +284 +7%
SCM
809
Southport Capital Management
Tennessee
$311K – – –
CCG
810
Cypress Capital Group
Florida
$310K +$51.1K +700 +20%
CC
811
Cannell & Co
New York
$308K – – –
HCM
812
Horrell Capital Management
Arkansas
$308K – – –
RMDI
813
R.M. Davis Inc
Maine
$308K +$301K +4,122 New
FWCM
814
Ferguson Wellman Capital Management
Oregon
$307K -$19.4K -266 -6%
WKA
815
Wilson Kemp & Associates
Michigan
$306K -$219K -2,998 -42%
W
816
Wealthfront
California
$304K +$114K +1,558 +62%
GLI
817
Guardian Life Insurance
New York
$301K +$1.17K +16 +0.4%
NB
818
NBT Bank
New York
$301K +$44.6K +611 +18%
FAM
819
Formidable Asset Management
Ohio
$300K -$1.9K -26 -0.7%
SIG
820
Sky Investment Group
Connecticut
$300K +$293K +4,014 New
CCT
821
Capital City Trust
Florida
$299K +$13.4K +183 +5%
WA
822
Whitebox Advisors
Minnesota
$299K +$292K +4,000 New
MIC
823
Meridian Investment Counsel
California
$298K – – –
PIA
824
Peachtree Investment Advisors
Georgia
$297K -$110K -1,513 -28%
GIM
825
Goelzer Investment Management
Indiana
$294K +$287K +3,927 New
31 32
33
34 35