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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
FBC
801
Fairfield, Bush & Co
Connecticut
$531K – – –
UBWV
802
United Bank (West Virginia)
West Virginia
$531K – – –
CBU
803
CIBC Bank USA
Illinois
$527K -$43.7K -510 -8%
KC
804
Kingfisher Capital
North Carolina
$527K – – –
PAS
805
Park Avenue Securities
New York
$526K +$47.5K +555 +10%
CS
806
Comerica Securities
Michigan
$523K +$3.94K +46 +0.7%
CHP
807
Cable Hill Partners
Oregon
$523K +$290K +3,383 +119%
FHA
808
Flagship Harbor Advisors
Massachusetts
$518K -$685 -8 -0.1%
Luther King Capital Management (LKCM)
809
Luther King Capital Management (LKCM)
Texas
$513K +$42K +491 +9%
KS
810
Karpas Strategies
Connecticut
$509K – – –
SFA
811
Sequoia Financial Advisors
Ohio
$506K +$34.8K +406 +7%
NB
812
NBT Bank
New York
$505K – – –
ADBIC
813
A.D. Beadell Investment Counsel
Wisconsin
$499K +$5.14K +60 +1%
BFC
814
Blue Fin Capital
Rhode Island
$496K – – –
SS
815
Simplicity Solutions
Minnesota
$495K -$1.7M -19,886 -77%
IAM
816
Impax Asset Management
New Hampshire
$495K +$42.8K +500 +9%
FIB
817
First Interstate Bank
Montana
$494K -$33K -385 -6%
S
818
SignatureFD
Georgia
$492K +$62.8K +734 +14%
IB
819
Intrust Bank
Kansas
$490K -$4.71K -55 -0.9%
BCP
820
Berkeley Capital Partners
Georgia
$482K +$13K +152 +3%
BTW
821
Boston Trust Walden
Massachusetts
$478K +$18.6K +217 +4%
DJSG
822
D.J. St. Germain
Massachusetts
$478K +$88.4K +1,033 +22%
NCM
823
Novare Capital Management
North Carolina
$475K -$85.3K -996 -15%
AA
824
Ancora Advisors
Ohio
$475K +$16.2K +189 +3%
LCM
825
LVM Capital Management
Michigan
$472K +$17.1K +200 +4%