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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMT
926
Amica Retiree Medical Trust
Rhode Island
$340K – – –
DOA
927
D'Orazio & Associates
Virginia
$340K +$80.8K +961 +31%
RG
928
Rikoon Group
New Mexico
$339K -$16.1K -192 -5%
WI
929
Wintrust Investments
Illinois
$339K – – –
GD
930
Grandfield & Dodd
New York
$338K -$19.6K -233 -5%
OC
931
Oarsman Capital
Wisconsin
$337K -$1.09K -13 -0.3%
PCMC
932
Paragon Capital Management (Colorado)
Colorado
$336K +$68.3K +813 +25%
CAG
933
Crestwood Advisors Group
Massachusetts
$334K – – –
NAMA
934
Nikko Asset Management Americas
New York
$334K – – –
MWM
935
Marietta Wealth Management
Georgia
$330K -$44K -524 -12%
CCG
936
Cypress Capital Group
Florida
$329K – – –
BOTW
937
Bank of the West
California
$329K +$22.3K +265 +7%
GCP
938
GSA Capital Partners
United Kingdom
$327K +$329K +3,917 New
EGA
939
E&G Advisors
Texas
$326K +$92.5K +1,100 +39%
HKIM
940
Hayek Kallen Investment Management
Alabama
$324K -$6.98K -83 -2%
CC
941
Cannell & Co
New York
$324K – – –
EGA
942
Eagle Global Advisors
Texas
$324K – – –
GI
943
Gradient Investments
Minnesota
$323K -$188K -2,237 -37%
IFAM
944
Institutional & Family Asset Management
Colorado
$323K +$7.57K +90 +2%
KFC
945
Klingenstein Fields & Co
New York
$321K -$23.3K -277 -7%
MC
946
Middleton & Co
Massachusetts
$321K -$9.75K -116 -3%
EA
947
Edge Advisors
Georgia
$321K -$2.44K -29 -0.7%
KSA
948
Ken Stern & Associates
California
$320K +$16.4K +195 +5%
SFI
949
SPC Financial Inc
Maryland
$318K -$4.2K -50 -1%
WTB
950
Washington Trust Bank
Washington
$315K -$57.7K -687 -15%
36 37
38
39 40