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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
826
Brave Asset Management
New Jersey
$290K – – –
SFA
827
Sequoia Financial Advisors
Ohio
$290K – – –
FWCM
828
Ferguson Wellman Capital Management
Oregon
$288K +$18.8K +249 +7%
PP
829
Prudential plc
United Kingdom
$286K – – –
CWP
830
Capital Wealth Planning
Florida
$284K -$548K -7,250 -64%
SIG
831
Sky Investment Group
Connecticut
$281K – – –
PIA
832
Peachtree Investment Advisors
Georgia
$280K -$5.89K -78 -2%
GF
833
Gerstein Fisher
New York
$280K +$12.4K +164 +4%
CCB
834
Cutter & Co Brokerage
Missouri
$279K -$128K -1,696 -30%
CCG
835
Cypress Capital Group
Florida
$278K -$7.56K -100 -2%
CCT
836
Capital City Trust
Florida
$278K +$15.1K +200 +5%
MCM
837
Mengis Capital Management
Oregon
$275K – – –
KCM
838
Kanawha Capital Management
Virginia
$275K +$7.1K +94 +2%
EGA
839
Eagle Global Advisors
Texas
$274K – – –
RT
840
Rockland Trust
Massachusetts
$274K +$26.4K +349 +10%
CPA
841
Capital Planning Advisors
California
$272K -$94.5K -1,250 -25%
ACI
842
Alpha Cubed Investments
California
$272K +$291K +3,852 New
EP
843
Edgestream Partners
New Jersey
$271K +$290K +3,842 New
CR
844
Cooperatieve Rabobank
Netherlands
$270K -$215K -2,850 -43%
EFSCE
845
Enterprise Financial Services Corp (EFSC)
Missouri
$270K -$8.77K -116 -3%
GT
846
Greenleaf Trust
Michigan
$266K – – –
LIA
847
LBMC Investment Advisors
Tennessee
$265K -$12.6K -167 -4%
NPIT
848
National Penn Investors Trust
Pennsylvania
$265K -$3.7K -49 -1%
WP
849
WealthPLAN Partners
Nebraska
$261K -$4.61K -61 -2%
VFP
850
Verus Financial Partners
Virginia
$261K +$756 +10 +0.3%
32 33
34
35 36