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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1126
Beese Fulmer Investment Management
Ohio
$219K – – –
FA
1127
FMA Advisory
Pennsylvania
$218K -$11.5K -149 -5%
PGIM
1128
Pacific Global Investment Management
California
$218K – – –
WWMSC
1129
Wagner Wealth Management (South Carolina)
South Carolina
$218K +$47.5K +617 +29%
SEM
1130
Suncoast Equity Management
Florida
$217K -$15.8K -205 -7%
WSCM
1131
Wellington Shields Capital Management
New York
$217K – – –
MPI
1132
Mairs & Power Inc
Minnesota
$217K +$212K +2,750 New
PK
1133
Pflug Koory
Nebraska
$216K -$19.2K -250 -8%
MCM
1134
Mengis Capital Management
Oregon
$216K – – –
ERIM
1135
Eagle Ridge Investment Management
Connecticut
$215K – – –
FMP
1136
Financial Management Professionals
Texas
$215K – – –
PWLP
1137
Prio Wealth Limited Partnership
Massachusetts
$215K +$9.15K +119 +5%
PWP
1138
Private Wealth Partners
California
$214K -$24.5K -318 -11%
VCM
1139
Vision Capital Management
Oregon
$214K +$208K +2,703 New
KWMG
1140
King Wealth Management Group
Florida
$213K +$5.31K +69 +3%
MWPCG
1141
Measured Wealth Private Client Group
New Hampshire
$213K +$208K +2,705 New
WFMPM
1142
Woodley Farra Manion Portfolio Management
Indiana
$212K – – –
SWA
1143
Sutton Wealth Advisors
Florida
$212K -$19.7K -256 -9%
KTC
1144
Kistler-Tiffany Companies
Pennsylvania
$211K -$38K -494 -16%
P
1145
Pitcairn
Pennsylvania
$211K +$205K +2,667 New
FMWA
1146
Forvis Mazars Wealth Advisors
Missouri
$209K -$86.8K -1,128 -30%
MIM
1147
Montgomery Investment Management
Maryland
$208K – – –
BRA
1148
Bender Robert & Associates
California
$208K +$3.08K +40 +2%
FPCG
1149
Fort Pitt Capital Group
Pennsylvania
$207K -$217K -2,825 -52%
EIM
1150
Essex Investment Management
Massachusetts
$207K +$77 +1 +0%
44 45
46
47 48