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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LBA
1326
Letko, Brosseau & Associates
Quebec, Canada
$325K – – –
MC
1327
Machina Capital
France
$325K +$314K +3,100 New
RWM
1328
Ritholtz Wealth Management
New York
$323K +$76.3K +753 +32%
SAM
1329
Summit Asset Management
Tennessee
$322K +$9.73K +96 +3%
BFPW
1330
BOK Financial Private Wealth
Colorado
$322K +$30.4K +300 +11%
LIA
1331
LSP Investment Advisors
New York
$321K – – –
B
1332
Brightworth
Georgia
$320K +$309K +3,049 New
PIP
1333
Peachtree Investment Partners
Florida
$318K -$25.9K -255 -8%
NAS
1334
Nicolet Advisory Services
Wisconsin
$318K +$203 +2 +0.1%
AAIM
1335
Asset Advisors Investment Management
Georgia
$317K – – –
SHFA
1336
SC&H Financial Advisors
Maryland
$317K +$307K +3,025 New
EP
1337
Edgestream Partners
New Jersey
$317K +$307K +3,026 New
CCA
1338
Childress Capital Advisors
Texas
$315K -$88.6K -874 -23%
FA
1339
Fagan Associates
New York
$313K – – –
LNB
1340
Ledyard National Bank
$312K +$2.43K +24 +0.8%
PFO
1341
Pathstone Family Office
New Jersey
$311K +$300K +2,960 New
RPWA
1342
Regent Peak Wealth Advisors
Georgia
$310K +$4.36K +43 +1%
WBC
1343
West Branch Capital
Massachusetts
$309K -$16.8K -166 -5%
SIG
1344
Spinnaker Investment Group
California
$308K +$305K +3,010 New
LAS
1345
Lloyd Advisory Services
Georgia
$307K +$2.23K +22 +0.8%
IAMOG
1346
Investors Asset Management of Georgia
Georgia
$305K -$811 -8 -0.3%
BB
1347
Berkshire Bank
Massachusetts
$305K +$12.8K +126 +5%
FIBT
1348
First International Bank & Trust
North Dakota
$304K +$294K +2,898 New
MFW
1349
Mosaic Family Wealth
Missouri
$303K -$16.4K -162 -5%
BWM
1350
Birchcreek Wealth Management
Ohio
$303K – – –
52 53
54
55 56