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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
901
Whalerock Point Partners
Rhode Island
$791K +$74.1K +690 +9%
WBCM
902
Wilson & Boucher Capital Management
California
$790K -$10.7K -100 -1%
BC
903
Barnett & Company
Tennessee
$782K -$43K -400 -5%
QCG
904
Quadrant Capital Group
Ohio
$781K +$193K +1,796 +27%
SG
905
Stonnington Group
California
$780K -$516K -4,800 -35%
VVP
906
Venture Visionary Partners
Ohio
$777K -$33.9K -316 -4%
KC
907
Kingfisher Capital
North Carolina
$777K +$18.7K +174 +2%
FFWM
908
Future Financial Wealth Management
Ohio
$776K +$1.83K +17 +0.2%
ARMC
909
American Research & Management Company
Massachusetts
$775K – – –
DP
910
Dearborn Partners
Illinois
$775K +$28.8K +268 +3%
SC
911
Scotia Capital
Ontario, Canada
$774K -$70.7K -658 -7%
GVAG
912
Great Valley Advisor Group
Delaware
$770K -$25.2K -235 -3%
LWM
913
Laidlaw Wealth Management
New York
$770K +$15.9K +148 +2%
CSIC
914
Clifford Swan Investment Counsel
California
$769K -$21.5K -200 -2%
BDF
915
Balasa Dinverno & Foltz
$768K +$137K +1,271 +18%
HNWAG
916
High Net Worth Advisory Group
Florida
$763K – – –
WFS
917
Widmann Financial Services
Maryland
$761K -$3.97K -37 -0.5%
SFA
918
Sequoia Financial Advisors
Ohio
$759K -$150K -1,393 -15%
FIA
919
Foundations Investment Advisors
Arizona
$759K +$199K +1,857 +29%
ET
920
Equitable Trust
Tennessee
$758K +$159K +1,482 +22%
CI
921
Conning Inc
Connecticut
$752K -$85.7K -798 -9%
GC
922
Grimes & Company
Massachusetts
$752K -$41.6K -387 -5%
QT
923
Quantbot Technologies
New York
$752K +$868K +8,086 New
FBB
924
Fulton Breakefield Broenniman
Maryland
$751K +$59.1K +550 +7%
PG
925
Pendal Group
Australia
$750K +$472K +4,391 +120%
35 36
37
38 39