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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1076
Bennicas & Associates
California
$245K – – –
PC
1077
Port Capital
Illinois
$245K +$25.8K +335 +12%
CCP
1078
Corient Capital Partners
California
$244K -$4.23K -55 -2%
AI
1079
Accredited Investors
Minnesota
$244K +$237K +3,081 New
WKWM
1080
Walter & Keenan Wealth Management
Indiana
$242K -$93.5K -1,216 -28%
PCAP
1081
Pratt Collard Advisory Partners
New York
$242K -$24.8K -323 -10%
IWC
1082
Integrated Wealth Concepts
Massachusetts
$241K +$6.46K +84 +3%
BIM
1083
Baldwin Investment Management
Pennsylvania
$241K +$235K +3,049 New
SC
1084
Saturna Capital
Washington
$240K – – –
DA
1085
Doliver Advisors
Texas
$240K +$233K +3,032 New
TCOO
1086
Trust Company of Oklahoma
Oklahoma
$239K – – –
WCM
1087
Windsor Capital Management
Arizona
$239K -$1.46K -19 -0.6%
HC
1088
Hourglass Capital
Texas
$239K – – –
SWP
1089
Strategic Wealth Partners
Ohio
$238K -$773K -10,051 -77%
CCM
1090
Cribstone Capital Management
Maine
$237K -$20.5K -266 -8%
AA
1091
Apriem Advisors
California
$237K – – –
IDBONY
1092
Israel Discount Bank of New York
New York
$237K +$7.38K +96 +3%
AAP
1093
Arax Advisory Partners
Colorado
$235K +$1.69K +22 +0.7%
RIM
1094
Redwood Investment Management
Arizona
$235K +$229K +2,971 New
H
1095
HoyleCohen
California
$235K +$229K +2,972 New
VCM
1096
Versant Capital Management
Arizona
$234K -$11.1K -144 -5%
LRPA
1097
L. Roy Papp & Associates
Arizona
$234K – – –
BMC
1098
Beaton Management Company
Massachusetts
$234K +$22.5K +292 +11%
JIP
1099
Jaffetilchin Investment Partners
Florida
$233K -$107K -1,395 -32%
CWS
1100
Cypress Wealth Services
California
$232K -$120K -1,566 -35%
42 43
44
45 46