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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
951
Appleton Partners
Massachusetts
$300K -$36.2K -456 -11%
BOTW
952
Bank of the West
California
$300K +$9.38K +118 +3%
WG
953
Winton Group
United Kingdom
$300K +$41.7K +525 +17%
PWLP
954
Prio Wealth Limited Partnership
Massachusetts
$299K -$58.9K -741 -17%
FHC
955
First Heartland Consultants
Missouri
$298K -$41.7K -525 -10%
KSA
956
Ken Stern & Associates
California
$297K -$248K -3,122 -46%
MCM
957
Mengis Capital Management
Oregon
$297K – – –
BA
958
Bennicas & Associates
California
$296K – – –
BAM
959
Berkshire Asset Management
Pennsylvania
$291K +$16.5K +207 +6%
DK
960
Darrell & King
Virginia
$290K +$10.7K +134 +4%
GIP
961
Greatmark Investment Partners
Georgia
$289K – – –
SFG
962
SNS Financial Group
Minnesota
$288K -$132K -1,665 -32%
FCB
963
First Command Bank
Texas
$286K +$7.95K +100 +3%
FCFS
964
First Command Financial Services
Texas
$286K +$7.95K +100 +3%
DPIM
965
Duff & Phelps Investment Management
Illinois
$285K -$23.1K -290 -8%
CCP
966
Corient Capital Partners
California
$285K +$2.7K +34 +1%
HCA
967
Horan Capital Advisors
Ohio
$282K -$14K -176 -5%
WP
968
WMS Partners
Maryland
$281K +$20.3K +255 +8%
HCM
969
Horrell Capital Management
Arkansas
$280K – – –
JPMIA
970
J.P. Marvel Investment Advisors
Massachusetts
$280K – – –
RWA
971
Ropes Wealth Advisors
Massachusetts
$275K -$140K -1,761 -34%
LWCFA
972
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$275K -$22.7K -285 -8%
MIC
973
Meridian Investment Counsel
California
$275K – – –
SOAMC
974
Spirit of America Management Corp
New York
$274K – – –
SLT
975
St Louis Trust
Missouri
$273K – – –
37 38
39
40 41