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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
876
Wimmer Associates 1
California
$299K +$295K +4,192 New
FC
877
Forte Capital
New York
$297K – – –
CFA
878
Capstone Financial Advisors
Illinois
$293K -$3.23K -46 -1%
BAM
879
Brave Asset Management
New Jersey
$293K – – –
CC
880
Cannell & Co
New York
$289K – – –
PP
881
Prudential plc
United Kingdom
$289K – – –
ADL
882
Asset Dedication LLC
California
$289K +$284K +4,044 New
RFA
883
Reilly Financial Advisors
California
$288K +$68.1K +969 +32%
CWP
884
Capital Wealth Planning
Florida
$287K – – –
CCG
885
Cypress Capital Group
Florida
$281K – – –
ERIM
886
Eagle Ridge Investment Management
Connecticut
$281K +$21.1K +300 +8%
MCM
887
Mengis Capital Management
Oregon
$278K – – –
W
888
Wealthfront
California
$278K +$53.9K +766 +25%
EGA
889
Eagle Global Advisors
Texas
$277K – – –
EFSCE
890
Enterprise Financial Services Corp (EFSC)
Missouri
$277K +$2.67K +38 +1%
JG
891
Jefferies Group
New York
$276K +$237K +3,371 +685%
RMAM
892
Raab & Moskowitz Asset Management
New Jersey
$276K +$272K +3,872 New
RBC
893
Ronald Blue & Co
Georgia
$275K -$275K -3,908 -50%
RCAMU
894
Rothschild & Co Asset Management US
Connecticut
$272K +$268K +3,813 New
IAM
895
Impax Asset Management
New Hampshire
$271K +$14.1K +200 +6%
PBO
896
Peoples Bank (Ohio)
Ohio
$271K +$267K +3,792 New
HCA
897
Horan Capital Advisors
Ohio
$269K -$31.1K -443 -11%
IFAM
898
Institutional & Family Asset Management
Colorado
$269K +$265K +3,769 New
VFP
899
Verus Financial Partners
Virginia
$268K +$984 +14 +0.4%
AL
900
AJO LP
Pennsylvania
$266K +$262K +3,731 New
34 35
36
37 38