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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
901
Verus Financial Partners
Virginia
$299K -$3.86K -51 -1%
BSW
902
Buckingham Strategic Wealth
Missouri
$297K +$35.8K +473 +15%
SAM
903
SignalPoint Asset Management
Missouri
$296K – – –
MIC
904
Meridian Investment Counsel
California
$294K – – –
BHBT
905
Burke & Herbert Bank & Trust
Virginia
$294K +$42.5K +562 +18%
MCM
906
Mengis Capital Management
Oregon
$293K -$20.1K -266 -7%
CCM
907
Crossvault Capital Management
Texas
$293K – – –
SMH
908
Sanders Morris Harris
Texas
$292K +$273K +3,606 New
BA
909
Bennicas & Associates
California
$291K – – –
GIP
910
Greatmark Investment Partners
Georgia
$291K – – –
SCM
911
Salem Capital Management
Massachusetts
$291K +$23.4K +309 +9%
CEP
912
Chicago Equity Partners
Illinois
$291K +$273K +3,610 New
VAM
913
Verity Asset Management
North Carolina
$289K +$21.9K +290 +9%
S
914
SignatureFD
Georgia
$289K +$27.2K +359 +11%
ERIM
915
Eagle Ridge Investment Management
Connecticut
$288K -$27.2K -360 -9%
VCM
916
Versant Capital Management
Arizona
$284K +$2.19K +29 +0.8%
WTB
917
Washington Trust Bank
Washington
$284K +$46K +608 +21%
DCM
918
Donaldson Capital Management
Indiana
$283K – – –
RT
919
Rockland Trust
Massachusetts
$283K – – –
MCM
920
Monarch Capital Management
Indiana
$283K +$32.8K +433 +14%
TCM
921
Twin Capital Management
Pennsylvania
$282K – – –
GJIC
922
Gamble Jones Investment Counsel
California
$280K +$15.9K +210 +6%
HL
923
HeadInvest LLC
Maine
$280K +$29.2K +386 +13%
P
924
Pitcairn
Pennsylvania
$279K +$13.8K +183 +6%
SFM
925
Signet Financial Management
New Jersey
$278K +$260K +3,442 New
35 36
37
38 39