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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
801
Allegis Investment Advisors
Idaho
$503K -$7.83K -98 -2%
WTC
802
WhitTier Trust Company
Nevada
$502K -$26.6K -333 -5%
UBWV
803
United Bank (West Virginia)
West Virginia
$502K -$20.5K -256 -4%
CI
804
Capital Innovations
Wisconsin
$501K -$48.8K -610 -9%
MI
805
Montage Investments
Kansas
$500K +$20.9K +261 +5%
ACM
806
Argentus Capital Management
Texas
$499K +$18.1K +227 +4%
SAMC
807
Shinko Asset Management Company
Japan
$498K +$136K +1,700 +41%
CPSAC
808
Chas P. Smith & Associates (CPS)
Florida
$488K -$23.4K -293 -5%
NCM
809
Novare Capital Management
North Carolina
$485K -$23.8K -298 -5%
LIA
810
LBMC Investment Advisors
Tennessee
$480K +$24.8K +310 +6%
BKA
811
Brick & Kyle Associates
Pennsylvania
$479K -$4K -50 -0.9%
MIM
812
Montgomery Investment Management
Maryland
$477K -$29.5K -369 -6%
BCP
813
Berkeley Capital Partners
Georgia
$474K +$4.32K +54 +1%
MA
814
MCF Advisors
Kentucky
$473K +$41.6K +520 +10%
TBA
815
Tower Bridge Advisors
Pennsylvania
$472K – – –
FMW
816
Farr Miller & Washington
District of Columbia
$470K – – –
RWA
817
River Wealth Advisors
Pennsylvania
$469K +$19K +238 +5%
DWM
818
Darwin Wealth Management
Florida
$467K +$436K +5,449 New
BFC
819
Blue Fin Capital
Rhode Island
$462K +$9.99K +125 +2%
B
820
BancorpSouth
Mississippi
$460K +$13.9K +174 +3%
YIA
821
YHB Investment Advisors
Connecticut
$459K -$2.96K -37 -0.7%
BIG
822
Bellwether Investment Group
Tennessee
$459K +$427K +5,347 New
SCM
823
Southport Capital Management
Tennessee
$458K +$77K +964 +22%
VC
824
Vicus Capital
Pennsylvania
$455K +$424K +5,308 New
SMC
825
Smith, Moore & Co
Missouri
$445K -$160K -1,998 -28%
31 32
33
34 35