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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BBL
1151
Beck Bode LLC
Massachusetts
$290K -$77.2K -841 -20%
HR
1152
Hayden Royal
North Carolina
$288K +$58.4K +636 +22%
EIA
1153
Eastover Investment Advisors
North Carolina
$288K +$327K +3,560 New
DWM
1154
Destination Wealth Management
California
$287K -$54.6K -594 -14%
SWIG
1155
Strategic Wealth Investment Group
Kentucky
$287K +$38K +414 +13%
CT
1156
Cambridge Trust
Massachusetts
$286K +$16.5K +180 +5%
TA
1157
TFG Advisers
Michigan
$283K +$2.2K +24 +0.7%
BIA
1158
Bigelow Investment Advisors
Maine
$282K -$5.51K -60 -2%
ECM
1159
Evergreen Capital Management
Washington
$282K +$15.2K +166 +5%
BIM
1160
Bridges Investment Management
Nebraska
$280K -$266K -2,900 -46%
WFM
1161
Wolff Financial Management
Michigan
$280K – – –
GIA
1162
Guyasuta Investment Advisors
Pennsylvania
$280K +$35K +381 +12%
HIM
1163
Hotaling Investment Management
Pennsylvania
$279K – – –
EIA
1164
Edgemoor Investment Advisors
Maryland
$278K +$18.2K +198 +6%
CFG
1165
Cooper Financial Group
California
$278K +$57.6K +627 +22%
DA
1166
Doliver Advisors
Texas
$277K +$25.7K +280 +10%
BDF
1167
Balasa Dinverno & Foltz
$276K -$41.9K -456 -12%
JPMIA
1168
J.P. Marvel Investment Advisors
Massachusetts
$276K – – –
LSAG
1169
Lake Street Advisors Group
New Hampshire
$276K +$63.4K +690 +25%
MW
1170
Marcum Wealth
Ohio
$276K +$96.2K +1,047 +44%
DK
1171
Darrell & King
Virginia
$274K +$311K +3,390 New
BHWM
1172
Bay Harbor Wealth Management
Maryland
$273K -$55.9K -609 -15%
PRC
1173
Pearl River Capital
Michigan
$271K -$169K -1,837 -35%
ET
1174
Equitable Trust
Tennessee
$271K -$48K -523 -14%
BP
1175
Ballentine Partners
Massachusetts
$271K +$55.4K +603 +22%
45 46
47
48 49