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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1051
Saturna Capital
Washington
$380K +$361K +3,965 New
ACG
1052
Allen Capital Group
Nebraska
$379K -$12.5K -137 -3%
VFP
1053
Verus Financial Partners
Virginia
$374K -$10.6K -116 -3%
ET
1054
Equitable Trust
Tennessee
$374K +$32.8K +360 +10%
ABC
1055
Associated Banc-Corp
Wisconsin
$373K +$10.8K +119 +3%
HF
1056
HRT Financial
New York
$373K +$355K +3,899 New
GIP
1057
Greatmark Investment Partners
Georgia
$372K +$53.1K +583 +18%
FVWA
1058
Foster Victor Wealth Advisors
South Carolina
$370K -$114K -1,249 -25%
SAM
1059
SignalPoint Asset Management
Missouri
$370K -$43.1K -474 -11%
SMFS
1060
Squar Milner Financial Services
California
$370K +$246K +2,704 +183%
BIM
1061
Baldwin Investment Management
Pennsylvania
$369K – – –
WA1
1062
Wimmer Associates 1
California
$366K +$7.28K +80 +2%
P
1063
&Partners
Tennessee
$364K +$2K +22 +0.6%
OC
1064
Oarsman Capital
Wisconsin
$363K -$3K -33 -0.9%
NIM
1065
NuWave Investment Management
New Jersey
$363K +$67.1K +737 +24%
CWM
1066
Chesapeake Wealth Management
Virginia
$362K +$91K +1,000 +36%
PCG
1067
Private Capital Group
Connecticut
$361K +$19.6K +215 +6%
CWM
1068
Cornerstone Wealth Management
Missouri
$360K -$13.7K -151 -4%
ACP
1069
Aviance Capital Partners
Florida
$358K -$89.5K -983 -21%
HA
1070
Halsey Associates
Connecticut
$358K – – –
DAC
1071
Dividend Assets Capital
South Carolina
$357K – – –
FMP
1072
Financial Management Professionals
Texas
$357K +$91.2K +1,002 +37%
MSWMA
1073
Market Street Wealth Management Advisors
Indiana
$356K – – –
IIC
1074
Integrated Investment Consultants
Michigan
$355K -$39.6K -435 -10%
HL
1075
HeadInvest LLC
Maine
$352K -$5.55K -61 -2%
41 42
43
44 45