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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
1101
Global Retirement Partners
California
$149K +$35.6K +423 +31%
MBT
1102
Monroe Bank & Trust
Michigan
$148K -$53.4K -635 -26%
AA
1103
AlphaMark Advisors
Kentucky
$148K -$17.8K -212 -11%
CP
1104
Corbenic Partners
Pennsylvania
$147K – – –
MCA
1105
Mercer Capital Advisers
New Jersey
$143K – – –
CAM
1106
Cacti Asset Management
Georgia
$140K – – –
PMFA
1107
Plante Moran Financial Advisors
Michigan
$139K -$63.2K -752 -31%
HFM
1108
Hartford Financial Management
Connecticut
$138K – – –
JGIA
1109
Jackson Grant Investment Advisers
Connecticut
$136K -$21.7K -258 -14%
WC
1110
Whitnell & Co
Illinois
$136K – – –
VIA
1111
Vantage Investment Advisors
Pennsylvania
$135K – – –
GLI
1112
Guardian Life Insurance
New York
$132K -$94.1K -1,119 -41%
DSI
1113
Daiwa SB Investments
Japan
$130K +$130K +1,550 New
NSIM
1114
North Star Investment Management
Illinois
$128K -$1.6K -19 -1%
JAM
1115
Jolley Asset Management
North Carolina
$125K +$26.3K +313 +26%
NIMI
1116
Natixis Investment Managers International
France
$113K – – –
MPWT
1117
MassMutual Private Wealth & Trust
Connecticut
$113K -$42K -500 -27%
BWM
1118
Baystate Wealth Management
Massachusetts
$112K -$32.1K -382 -22%
NCM
1119
Nelson Capital Management
California
$111K – – –
WA
1120
Winfield Associates
Ohio
$111K +$13.9K +165 +14%
BFEC
1121
Benjamin F. Edwards & Company
Missouri
$110K -$15.5K -184 -12%
WPA
1122
West Paces Advisors
Georgia
$109K – – –
BRC
1123
Bell Rock Capital
Delaware
$109K – – –
PCTC
1124
Perkins Coie Trust Company
Washington
$107K – – –
CIA
1125
ClearBridge Investments (Australia)
Australia
$104K -$30.8K -366 -23%