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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
1251
Aspen Grove Capital
Colorado
$410K +$67.5K +742 +21%
LCM
1252
LVM Capital Management
Michigan
$410K +$14.2K +156 +4%
MCM
1253
Mainstay Capital Management
Michigan
$409K +$383K +4,216 New
3IP
1254
3Chopt Investment Partners
Virginia
$409K +$383K +4,210 New
BCA
1255
Bray Capital Advisors
Florida
$408K – – –
HW
1256
Hancock Whitney
Mississippi
$407K +$3K +33 +0.8%
PFA
1257
Petra Financial Advisors
Colorado
$406K -$145K -1,596 -28%
IPAM
1258
Investment Partners Asset Management
New Jersey
$405K +$380K +4,178 New
MA
1259
MBA Advisors
Pennsylvania
$405K -$100K -1,100 -21%
PA
1260
Probity Advisors
Texas
$405K +$14K +154 +4%
ACP
1261
Aveo Capital Partners
Colorado
$405K -$23.6K -259 -6%
WLIM
1262
White Lighthouse Investment Management
Massachusetts
$404K – – –
KS
1263
Karpas Strategies
Connecticut
$402K +$819 +9 +0.2%
STA
1264
Summit Trail Advisors
New York
$402K -$165K -1,809 -30%
AL
1265
Aspiriant LLC
California
$401K -$32.7K -360 -8%
WIC
1266
Wilkins Investment Counsel
Massachusetts
$400K – – –
WC
1267
Westhampton Capital
North Carolina
$399K +$374K +4,111 New
FHA
1268
Flagship Harbor Advisors
Massachusetts
$398K +$21.2K +233 +6%
GAMC
1269
Garner Asset Management Corp
Texas
$397K -$17K -187 -4%
NPF
1270
Norris Perne & French
Michigan
$397K -$21K -231 -5%
RMAM
1271
Raab & Moskowitz Asset Management
New Jersey
$396K +$152K +1,674 +70%
PIMG
1272
Patriot Investment Management Group
Tennessee
$396K -$29.1K -320 -7%
DJSG
1273
D.J. St. Germain
Massachusetts
$395K -$6.91K -76 -2%
PA
1274
PFG Advisors
Arizona
$395K +$44.1K +485 +14%
AF
1275
Aldebaran Financial
$393K -$3K -33 -0.8%
49 50
51
52 53