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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
851
PartnerRe Asset Management
Connecticut
$329K -$552K -7,845 -63%
SFA
852
Sequoia Financial Advisors
Ohio
$329K +$35.2K +500 +12%
MWP
853
MYCIO Wealth Partners
Pennsylvania
$328K – – –
KCM
854
Kanawha Capital Management
Virginia
$328K +$47.8K +680 +17%
RMC
855
Regis Management Company
California
$325K +$321K +4,559 New
BCP
856
Berkeley Capital Partners
Georgia
$324K +$319K +4,544 New
SCM
857
Southport Capital Management
Tennessee
$323K – – –
MMG
858
Monetary Management Group
Missouri
$319K – – –
AAC
859
Asset Advisors Corp
Georgia
$318K -$14.4K -205 -4%
PAIA
860
Park Avenue Institutional Advisers
New York
$318K -$8.51K -121 -3%
SAMC
861
Shinko Asset Management Company
Japan
$317K -$274K -3,900 -47%
DP
862
Dearborn Partners
Illinois
$316K -$3.16K -45 -1%
AP
863
Appleton Partners
Massachusetts
$315K +$281 +4 +0.1%
WAM
864
Wealthspire Advisors (Maryland)
Maryland
$315K +$311K +4,419 New
GHA
865
GW Henssler & Associates
Georgia
$314K -$180K -2,560 -37%
CAMG
866
CWA Asset Management Group
Florida
$314K +$309K +4,395 New
RMCM
867
Reynders McVeigh Capital Management
Massachusetts
$313K +$309K +4,389 New
PCMI
868
Princeton Capital Management Inc
New Jersey
$312K +$18.3K +260 +6%
BSB
869
Bangor Savings Bank
Maine
$310K -$21.1K -300 -6%
PWLP
870
Prio Wealth Limited Partnership
Massachusetts
$308K +$6.89K +98 +2%
HA
871
Halsey Associates
Connecticut
$307K +$1.13K +16 +0.4%
PG
872
Patten Group
Tennessee
$306K -$39K -555 -11%
BONST
873
Bank of Nova Scotia Trust
Ontario, Canada
$305K -$2.53K -36 -0.8%
AW
874
ACG Wealth
Georgia
$305K +$18.4K +262 +7%
MA
875
MCF Advisors
Kentucky
$304K +$6.68K +95 +2%
33 34
35
36 37