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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
901
Capital City Trust
Florida
$225K -$58.4K -807 -21%
W
902
Wealthfront
California
$225K -$37.8K -522 -14%
FAM
903
Formidable Asset Management
Ohio
$225K +$507 +7 +0.2%
LWM
904
LBA Wealth Management
Florida
$225K +$35.5K +490 +19%
SC
905
Saturna Capital
Washington
$224K -$24.3K -336 -10%
MCM
906
Monarch Capital Management
Indiana
$221K – – –
BHBT
907
Burke & Herbert Bank & Trust
Virginia
$221K +$15.1K +208 +7%
CA
908
CapWealth Advisors
Tennessee
$220K -$99.6K -1,375 -31%
RFA
909
Reilly Financial Advisors
California
$220K – – –
AWM
910
Avior Wealth Management
Nebraska
$219K – – –
HL
911
HeadInvest LLC
Maine
$219K – – –
PGIM
912
Pacific Global Investment Management
California
$219K +$3.91K +54 +2%
PHS
913
Pekin Hardy Strauss
Illinois
$218K -$41.1K -568 -16%
CD
914
Carl Domino
Florida
$216K – – –
CL
915
Croft-Leominster
Maryland
$215K – – –
EIM
916
Essex Investment Management
Massachusetts
$214K – – –
MPWT
917
MassMutual Private Wealth & Trust
Connecticut
$213K -$140K -1,939 -40%
M
918
MOTCO
Texas
$212K +$29K +400 +16%
OWD
919
Osborn Williams & Donohoe
Ohio
$211K – – –
CSMF
920
Charles Stewart Mott Foundation
Michigan
$208K +$210K +2,894 New
ABC
921
Associated Banc-Corp
Wisconsin
$206K -$14.5K -200 -7%
ACM
922
Argentus Capital Management
Texas
$206K +$207K +2,865 New
AIC
923
Atlantic Investment Company
Georgia
$206K +$207K +2,865 New
AI
924
Accredited Investors
Minnesota
$204K +$205K +2,835 New
PWP
925
Private Wealth Partners
California
$203K -$386K -5,333 -65%
35 36
37
38 39