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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
1051
Ahrens Investment Partners
Louisiana
$224K -$4.88K -57 -2%
VWA
1052
V Wealth Advisors
Kansas
$224K +$17.3K +202 +8%
CT
1053
Cambridge Trust
Massachusetts
$224K +$228K +2,662 New
PWLP
1054
Prio Wealth Limited Partnership
Massachusetts
$222K -$85.6K -1,000 -27%
BWA
1055
BDO Wealth Advisors
Florida
$221K – – –
MIM
1056
Montgomery Investment Management
Maryland
$221K – – –
FMP
1057
Financial Management Professionals
Texas
$220K – – –
JWBC
1058
J.W. Burns & Co
New York
$220K – – –
EIM
1059
Essex Investment Management
Massachusetts
$219K – – –
VNA
1060
Valley National Advisers
Pennsylvania
$217K +$1.54K +18 +0.7%
BAM
1061
Baring Asset Management
United Kingdom
$217K +$221K +2,585 New
CCB
1062
Cutter & Co Brokerage
Missouri
$216K -$26.8K -313 -11%
JCM
1063
Jacobi Capital Management
Pennsylvania
$216K +$48.6K +568 +29%
ACM
1064
AlphaStar Capital Management
North Carolina
$216K +$220K +2,572 New
QSS
1065
Quantitative Systematic Strategies
Florida
$214K +$218K +2,547 New
KB
1066
Kimelman & Baird
New York
$213K – – –
VCM
1067
Vision Capital Management
Oregon
$212K -$85.4K -997 -28%
NWP
1068
Northstar Wealth Partners
Connecticut
$211K +$213K +2,488 New
BEAM
1069
Baker Ellis Asset Management
Washington
$210K -$428 -5 -0.2%
SJL
1070
Shayne & Jacobs LLC
Tennessee
$210K – – –
KACA
1071
Kayne Anderson Capital Advisors
California
$209K +$214K +2,500 New
FLII
1072
First Long Island Investors
New York
$208K -$5.74K -67 -3%
HCM
1073
Hengehold Capital Management
Ohio
$207K +$856 +10 +0.4%
AWM
1074
Avior Wealth Management
Nebraska
$207K +$3.68K +43 +2%
AHC
1075
Adell Harriman & Carpenter
Texas
$207K -$8.56K -100 -4%
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43
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