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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
IDBONY
1001
Israel Discount Bank of New York
New York
$266K -$5.04K -60 -2%
SWA
1002
Sutton Wealth Advisors
Florida
$264K +$168K +2,000 +172%
CA
1003
CapWealth Advisors
Tennessee
$259K -$82.9K -986 -24%
MLFP
1004
MPS Loria Financial Planners
Illinois
$257K +$248K +2,953 New
DE
1005
Day & Ennis
Georgia
$255K -$15K -178 -6%
KPCM
1006
Kings Point Capital Management
New York
$255K – – –
RT
1007
Rockland Trust
Massachusetts
$255K – – –
CIS
1008
Connors Investor Services
Pennsylvania
$254K -$9.75K -116 -4%
CCM
1009
Cribstone Capital Management
Maine
$254K +$2.94K +35 +1%
HC
1010
Hourglass Capital
Texas
$253K – – –
SC
1011
Saturna Capital
Washington
$253K – – –
P
1012
Pitcairn
Pennsylvania
$251K -$13.4K -160 -5%
MAM
1013
Morse Asset Management
Connecticut
$251K – – –
PGIM
1014
Pacific Global Investment Management
California
$251K – – –
DPIM
1015
Duff & Phelps Investment Management
Illinois
$249K -$41.2K -490 -14%
OWD
1016
Osborn Williams & Donohoe
Ohio
$248K -$6.64K -79 -3%
LIC
1017
Lodestar Investment Counsel
Illinois
$247K – – –
LRPA
1018
L. Roy Papp & Associates
Arizona
$244K – – –
PK
1019
Pflug Koory
Nebraska
$243K – – –
CWM
1020
Cornerstone Wealth Management
Missouri
$242K +$249K +2,960 New
CCB
1021
Cutter & Co Brokerage
Missouri
$241K -$4.88K -58 -2%
BFIM
1022
Beese Fulmer Investment Management
Ohio
$241K – – –
HWA
1023
Heritage Wealth Advisors
Virginia
$240K – – –
CBT
1024
Capital Bank & Trust
California
$239K +$240K +2,857 New
CHP
1025
Cable Hill Partners
Oregon
$238K +$11.2K +133 +5%
39 40
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