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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
951
Kings Point Capital Management
New York
$227K – – –
DCM
952
Dynamic Capital Management
Jersey
$226K +$218K +2,700 New
WG
953
Welch Group
Alabama
$224K +$102K +1,265 +89%
JAM
954
Jolley Asset Management
North Carolina
$223K – – –
HIC
955
Harvey Investment Company
Kentucky
$221K +$214K +2,649 New
CLOS
956
Compagnie Lombard Odier SCmA
Switzerland
$220K -$698K -8,661 -77%
MCM
957
McMillion Capital Management
North Carolina
$219K -$22.1K -274 -9%
MBT
958
Monroe Bank & Trust
Michigan
$218K +$210K +2,610 New
STMM
959
South Texas Money Management
Texas
$218K +$211K +2,612 New
BEAM
960
Baker Ellis Asset Management
Washington
$216K – – –
KTC
961
Kistler-Tiffany Companies
Pennsylvania
$215K – – –
DT
962
Diversified Trust
Tennessee
$215K +$208K +2,577 New
ASN
963
Advisory Services Network
Georgia
$214K -$81.4K -1,009 -29%
KIG
964
Kovitz Investment Group
Illinois
$214K +$207K +2,561 New
JC
965
Jacobs & Co
California
$213K +$206K +2,556 New
CRIG
966
Charter Research & Investment Group
Connecticut
$211K +$203K +2,522 New
GI
967
GAMCO Investors
Connecticut
$210K -$1.3M -16,125 -87%
RCG
968
Ruane, Cunniff & Goldfarb
New York
$210K +$202K +2,510 New
CCM
969
Covington Capital Management
California
$209K -$34.9K -433 -15%
YIA
970
YHB Investment Advisors
Connecticut
$209K +$201K +2,497 New
SJL
971
Shayne & Jacobs LLC
Tennessee
$209K +$202K +2,500 New
CAG
972
Crestwood Advisors Group
Massachusetts
$209K +$202K +2,506 New
BBNB
973
Baker Boyer National Bank
Washington
$208K +$200K +2,484 New
CCMG
974
Clark Capital Management Group
Pennsylvania
$208K +$201K +2,490 New
RFA
975
Reilly Financial Advisors
California
$207K +$12.7K +158 +7%
37 38
39
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