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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1326
Fortis Advisors
Pennsylvania
$5K – – –
CCA
1327
Clearwater Capital Advisors
Illinois
$5K +$5.26K +68 New
TFA
1328
Transamerica Financial Advisors
Florida
$4K -$669K -8,658 -99%
BCMIO
1329
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$3.63K +47 New
NWM
1330
Northwest Wealth Management
Iowa
$4K +$4.02K +52 New
TI
1331
Truepoint Inc
Ohio
$3.23K -$195K -2,525 -91%
SFG
1332
SevenBridge Financial Group
Pennsylvania
$3K – – –
SQA
1333
Simon Quick Advisors
New Jersey
$3K – – –
SGAM
1334
Smith Group Asset Management
Texas
$3K – – –
TCA
1335
Tortoise Capital Advisors
Kansas
$3K +$309 +4 +13%
BWP
1336
Baldwin Wealth Partners
Massachusetts
$3K +$2.55K +33 New
ACM
1337
Aviance Capital Management
Florida
$3K +$2.78K +36 New
WPW
1338
Winthrop Partners - WNY
New York
$2.59K +$2.55K +33 New
PS
1339
Portfolio Solutions
Michigan
$2K +$2.09K +27 New
MUS
1340
Mitsubishi UFJ Securities
Japan
$1K – – –
BAPIM
1341
British Airways Pensions Investment Management
United Kingdom
– -$21.2M -252,162 Closed
PI
1342
PGGM Investments
Netherlands
– -$15.5M -184,400 Closed
QIM
1343
Quantitative Investment Management
Virginia
– -$14.3M -170,100 Closed
SCM
1344
Stevens Capital Management
Pennsylvania
– -$14M -166,116 Closed
BC
1345
Blackstart Capital
New York
– -$10.4M -123,702 Closed
HCM
1346
Howard Capital Management
Georgia
– -$7.76M -92,303 Closed
AII
1347
AGF Investments Inc
Ontario, Canada
– -$5.57M -66,192 Closed
MME
1348
Meag Munich Ergo
Germany
– -$5.11M -60,426 Closed
AC
1349
Alley Company
Illinois
– -$3.73M -44,358 Closed
TH
1350
Timber Hill
Connecticut
– -$3.21M -38,108 Closed
52 53
54
55 56