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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
901
Asset Dedication LLC
California
$311K -$14.3K -189 -5%
CT
902
Coastline Trust
Rhode Island
$310K -$227K -3,000 -44%
IAM
903
Impax Asset Management
New Hampshire
$307K – – –
GIP
904
Granite Investment Partners
California
$306K -$88.2K -1,166 -23%
VF
905
Virtu Financial
New York
$306K +$287K +3,787 New
WAM
906
Wealthspire Advisors (Maryland)
Maryland
$299K -$54.3K -717 -16%
VFP
907
Verus Financial Partners
Virginia
$299K -$3.86K -51 -1%
BSW
908
Buckingham Strategic Wealth
Missouri
$297K +$35.8K +473 +15%
SAM
909
SignalPoint Asset Management
Missouri
$296K – – –
MIC
910
Meridian Investment Counsel
California
$294K – – –
BHBT
911
Burke & Herbert Bank & Trust
Virginia
$294K +$42.5K +562 +18%
MCM
912
Mengis Capital Management
Oregon
$293K -$20.1K -266 -7%
CCM
913
Crossvault Capital Management
Texas
$293K – – –
SMH
914
Sanders Morris Harris
Texas
$292K +$273K +3,606 New
BA
915
Bennicas & Associates
California
$291K – – –
GIP
916
Greatmark Investment Partners
Georgia
$291K – – –
SCM
917
Salem Capital Management
Massachusetts
$291K +$23.4K +309 +9%
CEP
918
Chicago Equity Partners
Illinois
$291K +$273K +3,610 New
VAM
919
Verity Asset Management
North Carolina
$289K +$21.9K +290 +9%
S
920
SignatureFD
Georgia
$289K +$27.2K +359 +11%
ERIM
921
Eagle Ridge Investment Management
Connecticut
$288K -$27.2K -360 -9%
VCM
922
Versant Capital Management
Arizona
$284K +$2.19K +29 +0.8%
WTB
923
Washington Trust Bank
Washington
$284K +$46K +608 +21%
DCM
924
Donaldson Capital Management
Indiana
$283K – – –
RT
925
Rockland Trust
Massachusetts
$283K – – –
35 36
37
38 39