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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
826
Oarsman Capital
Wisconsin
$385K – – –
BDF
827
Balasa Dinverno & Foltz
$385K +$33.6K +417 +10%
FIM
828
Freedom Investment Management
Connecticut
$383K +$23.1K +286 +7%
KFC
829
Klingenstein Fields & Co
New York
$379K -$142K -1,755 -28%
CAM
830
CG Asset Management
New York
$376K – – –
BA
831
Bennicas & Associates
California
$366K -$2.5K -31 -0.7%
FHC
832
First Heartland Consultants
Missouri
$359K +$69.7K +864 +25%
HA
833
Halsey Associates
Connecticut
$358K +$67.2K +833 +24%
NIS
834
National Investment Services
Wisconsin
$355K -$715K -8,870 -68%
WKWM
835
Walter & Keenan Wealth Management
Indiana
$355K – – –
PL
836
Parkwood LLC
Ohio
$354K +$342K +4,241 New
AI
837
Atria Investments
North Carolina
$353K +$2.98K +37 +0.9%
STI
838
Susquehanna Trust & Investment
Pennsylvania
$352K -$3.63K -45 -1%
SCM
839
Southport Capital Management
Tennessee
$348K – – –
T
840
Thomaspartners
Massachusetts
$347K -$24.2K -300 -7%
CCG
841
Cypress Capital Group
Florida
$347K – – –
W
842
Wealthquest
Ohio
$346K +$334K +4,143 New
CC
843
Cannell & Co
New York
$344K – – –
HCM
844
Horrell Capital Management
Arkansas
$344K – – –
LOAMS
845
Lombard Odier Asset Management (Switzerland)
Switzerland
$342K -$4.67M -57,881 -93%
PP
846
Prudential plc
United Kingdom
$338K -$57.3K -711 -15%
RMDI
847
R.M. Davis Inc
Maine
$337K -$7.5K -93 -2%
GLI
848
Guardian Life Insurance
New York
$336K – – –
PIA
849
Peachtree Investment Advisors
Georgia
$335K +$2.58K +32 +0.8%
CCT
850
Capital City Trust
Florida
$334K – – –
32 33
34
35 36