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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1101
McRae Capital Management
New Jersey
$222K +$221K +2,864 New
FCB
1102
First Command Bank
Texas
$221K -$43.6K -564 -16%
R.M. Davis Inc
1103
R.M. Davis Inc
Maine
$220K -$26.5K -343 -11%
WWM
1104
Windsor Wealth Management
Indiana
$220K +$14.9K +193 +7%
FWM
1105
Focused Wealth Management
New York
$219K +$184K +2,380 +527%
XS
1106
XML Securities
Maryland
$219K +$218K +2,817 New
HFA
1107
High Falls Advisors
New York
$218K -$36.6K -474 -14%
CFA
1108
Capstone Financial Advisors
Illinois
$217K -$101K -1,302 -32%
CIC
1109
Cornercap Investment Counsel
Georgia
$216K -$2.84M -36,679 -93%
TAM
1110
Tiverton Asset Management
Delaware
$216K -$131K -1,696 -38%
LIC
1111
Lodestar Investment Counsel
Illinois
$216K – – –
WPP
1112
Whalerock Point Partners
Rhode Island
$216K – – –
BFIM
1113
Beese Fulmer Investment Management
Ohio
$215K -$1.78K -23 -0.8%
Mount Yale Investment Advisors
1114
Mount Yale Investment Advisors
Colorado
$215K +$214K +2,773 New
PC
1115
Port Capital
Illinois
$214K +$214K +2,763 New
WSCM
1116
Wellington Shields Capital Management
New York
$213K -$1.01M -13,062 -83%
PGIM
1117
Pacific Global Investment Management
California
$213K +$213K +2,754 New
MCM
1118
Mengis Capital Management
Oregon
$211K -$11.6K -150 -5%
ERIM
1119
Eagle Ridge Investment Management
Connecticut
$211K – – –
FMP
1120
Financial Management Professionals
Texas
$211K +$7.73K +100 +4%
GJIC
1121
Gamble Jones Investment Counsel
California
$210K -$38.6K -500 -16%
OPTFSNA
1122
Old Point Trust & Financial Services N A
Virginia
$209K – – –
WFMPM
1123
Woodley Farra Manion Portfolio Management
Indiana
$208K – – –
BMC
1124
Beaton Management Company
Massachusetts
$207K -$10.2K -132 -5%
GEA
1125
Glen Eagle Advisors
New Jersey
$207K – – –