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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
STMM
951
South Texas Money Management
Texas
$247K -$10.8K -143 -4%
RFA
952
Reilly Financial Advisors
California
$246K -$74.5K -984 -24%
PGIM
953
Pacific Global Investment Management
California
$246K – – –
BDF
954
Balasa Dinverno & Foltz
$245K -$22.2K -293 -9%
PHS
955
Pekin Hardy Strauss
Illinois
$245K – – –
SC
956
Saturna Capital
Washington
$245K – – –
EIM
957
Emerson Investment Management
Massachusetts
$244K -$223K -2,948 -49%
SIG
958
Schooner Investment Group
Pennsylvania
$243K – – –
LIC
959
Lodestar Investment Counsel
Illinois
$243K +$228K +3,008 New
CD
960
Carl Domino
Florida
$242K – – –
CL
961
Croft-Leominster
Maryland
$240K – – –
HFA
962
High Falls Advisors
New York
$239K -$11.7K -154 -5%
NIA
963
Northstar Investment Advisors
Colorado
$238K – – –
RB
964
Rodgers Brothers
Pennsylvania
$235K +$220K +2,907 New
CAM
965
Cubic Asset Management
Massachusetts
$235K +$220K +2,911 New
IIC
966
Integrated Investment Consultants
Michigan
$234K +$222K +2,930 New
LWM
967
LBA Wealth Management
Florida
$232K -$18.5K -245 -8%
DE
968
Day & Ennis
Georgia
$231K -$2.35K -31 -1%
AI
969
Accredited Investors
Minnesota
$229K +$215K +2,836 New
GI
970
Gradient Investments
Minnesota
$227K -$48.8K -645 -19%
DWT
971
Dorsey & Whitney Trust
South Dakota
$227K -$25.4K -336 -11%
YMRC
972
Yorktown Management & Research Company
Virginia
$226K – – –
CCM
973
Check Capital Management
California
$226K +$212K +2,799 New
ST
974
Spinnaker Trust
Maine
$224K +$210K +2,772 New
EM
975
Excalibur Management
Massachusetts
$224K +$210K +2,775 New
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