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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1201
Berkshire Asset Management
Pennsylvania
$336K -$16.1K -176 -5%
RB
1202
Renasant Bank
Mississippi
$335K -$46.9K -514 -13%
DA
1203
Detalus Advisors
Missouri
$335K -$2.28K -25 -0.7%
HCP
1204
Hexagon Capital Partners
Arkansas
$334K -$22.7K -249 -7%
WAM
1205
Weatherly Asset Management
California
$334K +$82.3K +902 +35%
BCM
1206
Boltwood Capital Management
California
$333K – – –
HIM
1207
Hotaling Investment Management
Pennsylvania
$333K – – –
CA
1208
Claro Advisors
Massachusetts
$331K +$5.2K +57 +2%
SAG
1209
Spotlight Asset Group
Illinois
$330K +$107K +1,174 +52%
JPMIA
1210
J.P. Marvel Investment Advisors
Massachusetts
$329K – – –
GWM
1211
Gray Wealth Management
Maine
$328K +$87.7K +961 +39%
FA
1212
Fagan Associates
New York
$326K – – –
AA
1213
Advisory Alpha
Michigan
$326K +$94.5K +1,035 +44%
P
1214
Pitcairn
Pennsylvania
$326K +$100K +1,096 +48%
MAG
1215
Mayfair Advisory Group
Alabama
$325K – – –
TA
1216
TFG Advisers
Michigan
$322K -$27.9K -306 -8%
SLT
1217
St Louis Trust
Missouri
$322K +$304K +3,333 New
ACM
1218
AlphaStar Capital Management
North Carolina
$321K -$322K -3,528 -51%
ECU
1219
Eisler Capital (UK)
United Kingdom
$320K +$302K +3,311 New
VWM
1220
Valley Wealth Managers
New Jersey
$320K +$303K +3,318 New
WFG
1221
Wills Financial Group
Virginia
$319K +$183 +2 +0.1%
BIM
1222
Bridges Investment Management
Nebraska
$318K – – –
FLPIM
1223
F.L. Putnam Investment Management
Massachusetts
$318K +$301K +3,294 New
WAG
1224
Winthrop Advisory Group
Massachusetts
$318K +$301K +3,295 New
B
1225
Bridgeworth
Alabama
$317K +$27.7K +303 +10%
47 48
49
50 51