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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
1301
Hunter Associates Investment Management
Pennsylvania
$270K – – –
RCM
1302
RNC Capital Management
California
$270K +$16.3K +157 +6%
BFPW
1303
BOK Financial Private Wealth
Colorado
$270K +$43.5K +420 +18%
CIA
1304
ClearBridge Investments (Australia)
Australia
$269K -$18.8K -182 -6%
BCA
1305
Biltmore Capital Advisors
New Jersey
$269K – – –
1WA
1306
180 Wealth Advisors
Washington
$268K – – –
AC
1307
Abbrea Capital
California
$267K -$26.9K -260 -9%
DW
1308
Domani Wealth
Pennsylvania
$266K -$1.24K -12 -0.4%
LA
1309
Latitude Advisors
Florida
$262K +$278K +2,686 New
MIA
1310
MainStreet Investment Advisors
Illinois
$261K -$26.3K -254 -9%
HIC
1311
Harvey Investment Company
Kentucky
$261K – – –
CB
1312
Cadence Bank
Mississippi
$260K -$62.1K -600 -18%
COCM
1313
Charter Oak Capital Management
New Hampshire
$260K – – –
PFT
1314
Providence First Trust
Arizona
$260K – – –
ICP
1315
Interchange Capital Partners
Pennsylvania
$259K -$10.5K -101 -4%
YMRC
1316
Yorktown Management & Research Company
Virginia
$259K – – –
CNBTD
1317
Citizens National Bank Trust Department
Mississippi
$258K -$31.1K -300 -10%
SMH
1318
Sanders Morris Harris
Texas
$258K – – –
VCAM
1319
Van Cleef Asset Management
Ohio
$258K – – –
BOTW
1320
Bank of the West
California
$258K +$2.38K +23 +0.9%
RWI
1321
Red Wave Investments
Pennsylvania
$257K -$621 -6 -0.2%
OHIS
1322
Oak Harvest Investment Services
Texas
$257K +$16.5K +159 +6%
VF
1323
Virtu Financial
New York
$257K +$273K +2,633 New
BRA
1324
Bender Robert & Associates
California
$256K – – –
CA
1325
CapWealth Advisors
Tennessee
$254K -$3.93K -38 -1%
51 52
53
54 55