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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
801
Parallel Advisors
California
$903K -$91.4K -883 -9%
JSL
802
JT Stratford LLC
Georgia
$903K -$22.2K -214 -2%
MFG
803
MidWestOne Financial Group
Iowa
$902K -$10.2K -99 -1%
DFA
804
Delta Financial Advisors
Louisiana
$899K -$6K -58 -0.6%
WSFS
805
Wilmington Savings Fund Society
Delaware
$899K -$5.28K -51 -0.6%
SS
806
Simplicity Solutions
Minnesota
$899K +$133K +1,287 +16%
MS
807
Madden Securities
Texas
$898K -$40.1K -387 -4%
VCM
808
Violich Capital Management
California
$895K +$5.18K +50 +0.5%
BONH
809
Bank of New Hampshire
New Hampshire
$891K – – –
BHC
810
Bowen Hanes & Co
Florida
$886K – – –
SC
811
Scotia Capital
Ontario, Canada
$886K +$39.3K +380 +4%
CAM
812
Centre Asset Management
New York
$884K +$10.4K +100 +1%
APG
813
Abacus Planning Group
South Carolina
$884K +$15.5K +150 +2%
WGAM
814
Wilkinson Global Asset Management
New York
$878K – – –
FNC
815
First National Corp
Massachusetts
$877K -$10.9K -105 -1%
CAG
816
Crestwood Advisors Group
Massachusetts
$877K +$16.7K +161 +2%
FNBOSM
817
First National Bank of South Miami
Florida
$876K +$98.3K +950 +12%
IB
818
Intrust Bank
Kansas
$872K +$56.4K +545 +6%
RCAG
819
Rehmann Capital Advisory Group
Michigan
$871K -$14.8K -143 -2%
DAM
820
Doheny Asset Management
California
$870K – – –
SNT
821
Security National Trust
West Virginia
$870K – – –
KMWM
822
Keudell/Morrison Wealth Management
Oregon
$869K +$2.69K +26 +0.3%
CW
823
CreativeOne Wealth
Kansas
$867K +$304K +2,933 +49%
AWCI
824
Alpine Woods Capital Investors
New York
$860K -$5.18K -50 -0.6%
CI
825
Conning Inc
Connecticut
$856K -$157K -1,517 -15%
31 32
33
34 35