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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1101
Windsor Wealth Management
Indiana
$220K +$14.9K +193 +7%
FWM
1102
Focused Wealth Management
New York
$219K +$184K +2,380 +527%
XS
1103
XML Securities
Maryland
$219K +$218K +2,817 New
HFA
1104
High Falls Advisors
New York
$218K -$36.6K -474 -14%
CFA
1105
Capstone Financial Advisors
Illinois
$217K -$101K -1,302 -32%
CIC
1106
Cornercap Investment Counsel
Georgia
$216K -$2.84M -36,679 -93%
TAM
1107
Tiverton Asset Management
Delaware
$216K -$131K -1,696 -38%
LIC
1108
Lodestar Investment Counsel
Illinois
$216K – – –
WPP
1109
Whalerock Point Partners
Rhode Island
$216K – – –
BFIM
1110
Beese Fulmer Investment Management
Ohio
$215K -$1.78K -23 -0.8%
MYIA
1111
Mount Yale Investment Advisors
Colorado
$215K +$214K +2,773 New
PC
1112
Port Capital
Illinois
$214K +$214K +2,763 New
WSCM
1113
Wellington Shields Capital Management
New York
$213K -$1.01M -13,062 -83%
PGIM
1114
Pacific Global Investment Management
California
$213K +$213K +2,754 New
MCM
1115
Mengis Capital Management
Oregon
$211K -$11.6K -150 -5%
ERIM
1116
Eagle Ridge Investment Management
Connecticut
$211K – – –
FMP
1117
Financial Management Professionals
Texas
$211K +$7.73K +100 +4%
GJIC
1118
Gamble Jones Investment Counsel
California
$210K -$38.6K -500 -16%
OPTFSNA
1119
Old Point Trust & Financial Services N A
Virginia
$209K – – –
WFMPM
1120
Woodley Farra Manion Portfolio Management
Indiana
$208K – – –
BMC
1121
Beaton Management Company
Massachusetts
$207K -$10.2K -132 -5%
GEA
1122
Glen Eagle Advisors
New Jersey
$207K – – –
AHC
1123
Adell Harriman & Carpenter
Texas
$207K +$7.73K +100 +4%
BWA
1124
BDO Wealth Advisors
Florida
$204K – – –
MIM
1125
Montgomery Investment Management
Maryland
$204K – – –
43 44
45
46 47