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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1301
Bennicas & Associates
California
$264K -$18.3K -200 -7%
DW
1302
Domani Wealth
Pennsylvania
$264K – – –
CCA
1303
Childress Capital Advisors
Texas
$264K +$100K +1,097 +67%
TA
1304
Tectonic Advisors
Texas
$264K +$250K +2,744 New
MIM
1305
Moseley Investment Management
Florida
$262K -$30.4K -333 -11%
BEAM
1306
Baker Ellis Asset Management
Washington
$260K – – –
BST
1307
Bath Savings Trust
Maine
$260K +$21.4K +234 +10%
FVWA
1308
Foster Victor Wealth Advisors
South Carolina
$259K -$41.1K -450 -15%
HIC
1309
Harvey Investment Company
Kentucky
$258K -$7.58K -83 -3%
BWA
1310
Bordeaux Wealth Advisors
California
$257K – – –
COCM
1311
Charter Oak Capital Management
New Hampshire
$257K – – –
ICP
1312
Interchange Capital Partners
Pennsylvania
$257K – – –
PFT
1313
Providence First Trust
Arizona
$257K – – –
RMCM
1314
Reynders McVeigh Capital Management
Massachusetts
$256K -$23K -252 -9%
NB
1315
Nicolet Bankshares
Wisconsin
$256K -$1.92K -21 -0.8%
RWP
1316
RWA Wealth Partners
Massachusetts
$256K +$365 +4 +0.2%
TA
1317
Tiedemann Advisors
New York
$256K +$9.95K +109 +4%
YMRC
1318
Yorktown Management & Research Company
Virginia
$256K +$242K +2,650 New
VCAM
1319
Van Cleef Asset Management
Ohio
$255K -$39.2K -429 -14%
RPWA
1320
Regent Peak Wealth Advisors
Georgia
$255K +$5.75K +63 +2%
BRA
1321
Bender Robert & Associates
California
$253K – – –
AAIM
1322
Asset Advisors Investment Management
Georgia
$252K -$9.04K -99 -4%
CHP
1323
Cable Hill Partners
Oregon
$251K -$183 -2 -0.1%
JIC
1324
Joel Isaacson & Co
New York
$251K – – –
SWA
1325
Sutton Wealth Advisors
Florida
$250K +$2.46K +27 +1%
51 52
53
54 55