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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1026
E&G Advisors
Texas
$230K +$223K +2,800 New
ERIM
1027
Eagle Ridge Investment Management
Connecticut
$229K -$13K -164 -6%
WPP
1028
Whalerock Point Partners
Rhode Island
$229K – – –
TI
1029
Truepoint Inc
Ohio
$229K +$1.03K +13 +0.5%
AI
1030
Accredited Investors
Minnesota
$229K +$1.51K +19 +0.7%
MCM
1031
McMillion Capital Management
North Carolina
$225K -$15.9K -200 -7%
WFMPM
1032
Woodley Farra Manion Portfolio Management
Indiana
$224K -$33.1K -416 -13%
GIP
1033
Granite Investment Partners
California
$224K – – –
CHP
1034
Cable Hill Partners
Oregon
$223K -$2.78K -35 -1%
GLI
1035
Guardian Life Insurance
New York
$222K +$5.01K +63 +2%
PWP
1036
Private Wealth Partners
California
$221K – – –
YWP
1037
YorkBridge Wealth Partners
New York
$220K -$48.9K -615 -19%
BIG
1038
Bellwether Investment Group
Tennessee
$219K -$328K -4,123 -61%
BWFM
1039
Bridgewater Wealth & Financial Management
Maryland
$219K – – –
VNA
1040
Valley National Advisers
Pennsylvania
$219K +$1.43K +18 +0.7%
QCG
1041
Quadrant Capital Group
Ohio
$219K +$14.3K +180 +7%
RFA
1042
Reilly Financial Advisors
California
$218K -$47.2K -594 -18%
QSS
1043
Quantitative Systematic Strategies
Florida
$218K +$211K +2,656 New
FAT
1044
First American Trust
California
$217K -$195K -2,448 -48%
PHAM
1045
Palisades Hudson Asset Management
Florida
$216K -$49.2K -619 -19%
LWM
1046
LBA Wealth Management
Florida
$216K – – –
FMP
1047
Financial Management Professionals
Texas
$215K – – –
OSNBOA
1048
Old Second National Bank of Aurora
Illinois
$214K +$7.55K +95 +4%
EIM
1049
Essex Investment Management
Massachusetts
$214K +$208K +2,612 New
ABC
1050
Associated Banc-Corp
Wisconsin
$212K – – –
40 41
42
43 44