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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
901
Segment Wealth Management
Texas
$221K +$9.85K +135 +5%
CCM
902
Covington Capital Management
California
$220K – – –
Edgewood Management
903
Edgewood Management
Connecticut
$220K – – –
LIC
904
Lodestar Investment Counsel
Illinois
$219K – – –
CAM
905
Cubic Asset Management
Massachusetts
$218K -$13.7K -188 -6%
Mackenzie Financial
906
Mackenzie Financial
Ontario, Canada
$218K +$212K +2,909 New
BFG
907
Beacon Financial Group
Texas
$218K +$214K +2,939 New
MPI
908
Mairs & Power Inc
Minnesota
$217K – – –
MCM
909
McMillion Capital Management
North Carolina
$216K +$211K +2,894 New
LP
910
LMR Partners
United Kingdom
$216K +$211K +2,896 New
DWT
911
Dorsey & Whitney Trust
South Dakota
$215K +$2.19K +30 +1%
MPWT
912
MassMutual Private Wealth & Trust
Connecticut
$213K -$141K -1,939 -40%
MKC
913
M. Kraus & Co
Vermont
$213K -$91K -1,247 -30%
CM
914
Churchill Management
California
$210K – – –
CCM
915
Check Capital Management
California
$209K – – –
IRS
916
Invictus RG (Singapore)
Singapore
$209K +$190K +2,604 +1,371%
GI
917
Gradient Investments
Minnesota
$208K – – –
EHWM
918
Eads & Heald Wealth Management
Georgia
$208K +$2.55K +35 +1%
SAM
919
SignalPoint Asset Management
Missouri
$207K -$56.4K -773 -22%
AWS
920
Aris Wealth Services
Pennsylvania
$207K -$10.2K -140 -5%
BFM
921
Boston Financial Management
Massachusetts
$205K – – –
SCM
922
Stonebridge Capital Management
California
$204K -$40.8K -559 -17%
HWA
923
Heritage Wealth Advisors
Virginia
$204K +$199K +2,733 New
KPCM
924
Kings Point Capital Management
New York
$203K -$6.06K -83 -3%
BMC
925
Benin Management Corp
Connecticut
$202K – – –