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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
PG
1001
Patten Group
Tennessee
$248K -$68.8K -898 -22%
ABTD
1002
Arvest Bank Trust Division
Oklahoma
$248K -$40.7K -532 -14%
SFM
1003
Signet Financial Management
New Jersey
$248K – – –
HL
1004
HeadInvest LLC
Maine
$247K – – –
DE
1005
Day & Ennis
Georgia
$246K +$843 +11 +0.3%
LRPA
1006
L. Roy Papp & Associates
Arizona
$246K +$14.3K +187 +6%
WP
1007
WMS Partners
Maryland
$246K +$243K +3,167 New
CIS
1008
Connors Investor Services
Pennsylvania
$245K -$15.3K -200 -6%
WFMPM
1009
Woodley Farra Manion Portfolio Management
Indiana
$244K – – –
YWP
1010
YorkBridge Wealth Partners
New York
$244K +$252K +3,284 New
WG
1011
Winton Group
United Kingdom
$243K +$240K +3,136 New
SEM
1012
Suncoast Equity Management
Florida
$242K – – –
RMDI
1013
R.M. Davis Inc
Maine
$242K +$239K +3,119 New
MML Investors Services
1014
MML Investors Services
Massachusetts
$238K +$235K +3,070 New
KPCM
1015
Kings Point Capital Management
New York
$237K -$38.3K -500 -14%
BRA
1016
Bender Robert & Associates
California
$236K +$7.66K +100 +3%
HC
1017
Hourglass Capital
Texas
$235K – – –
SC
1018
Saturna Capital
Washington
$235K – – –
NIA
1019
Northstar Investment Advisors
Colorado
$235K +$5.59K +73 +2%
IDBONY
1020
Israel Discount Bank of New York
New York
$234K +$231K +3,012 New
AAP
1021
Arax Advisory Partners
Colorado
$234K +$231K +3,021 New
PGIM
1022
Pacific Global Investment Management
California
$233K -$3.06K -40 -1%
PCMM
1023
Private Capital Management (Minnesota)
Minnesota
$233K +$76.6K +1,000 +50%
ERIM
1024
Eagle Ridge Investment Management
Connecticut
$229K -$17.8K -233 -7%
MCM
1025
McMillion Capital Management
North Carolina
$229K +$8.12K +106 +4%