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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFCI
926
Comprehensive Financial Consultants Institutional
Indiana
$926K +$92.2K +922 +11%
MIM
927
Morningstar Investment Management
Illinois
$921K – – –
RCYC
928
Richard C. Young & Co
Rhode Island
$909K +$908K +9,074 New
NRS
929
Neville Rodie & Shaw
New York
$903K -$56.6K -566 -6%
QI
930
Qtron Investments
Massachusetts
$903K +$901K +9,008 New
CCA
931
Checchi Capital Advisers
California
$902K -$33.5K -335 -4%
KA
932
Kovack Advisors
Florida
$900K +$29.8K +298 +3%
AIP
933
Ameritas Investment Partners
Nebraska
$896K -$28.8K -288 -3%
WSFS
934
Wilmington Savings Fund Society
Delaware
$895K +$32.4K +324 +4%
ACM
935
Allred Capital Management
Texas
$893K -$400 -4 -0%
SC
936
Steph & Co
Wisconsin
$891K -$57K -570 -6%
FHB
937
First Hawaiian Bank
Hawaii
$890K +$24.3K +243 +3%
BIM
938
Baldwin Investment Management
Pennsylvania
$887K +$6.6K +66 +0.8%
TTWM
939
TCV Trust & Wealth Management
Virginia
$885K – – –
WCM
940
Winthrop Capital Management
Indiana
$881K +$14.8K +148 +2%
CTA
941
Chesley Taft & Associates
Illinois
$879K -$133K -1,325 -13%
WWM
942
Western Wealth Management
Colorado
$877K +$5.7K +57 +0.7%
TWM
943
Thrive Wealth Management
Pennsylvania
$875K +$5.7K +57 +0.7%
KMWM
944
Keudell/Morrison Wealth Management
Oregon
$872K -$28K -280 -3%
LWM
945
LongView Wealth Management
Georgia
$869K +$39.1K +391 +5%
JFGIW
946
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$861K +$695K +6,946 +424%
FTIS
947
First Trust Investment Solutions
Florida
$856K -$209K -2,091 -20%
ICA
948
Infrastructure Capital Advisors
New York
$852K -$10.1K -101 -1%
VH
949
Visionary Horizons
Tennessee
$850K -$4.9K -49 -0.6%
PWP
950
Precedent Wealth Partners
Texas
$849K +$93.1K +931 +12%
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38
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