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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1801
Westside Investment Management
California
$67.3K – – –
EDRH
1802
Edmond de Rothschild Holding
Switzerland
$66.9K – – –
WSCM
1803
Wellington Shields Capital Management
New York
$65K – – –
PCTC
1804
Perkins Coie Trust Company
Washington
$65K – – –
JGIA
1805
Jackson Grant Investment Advisers
Connecticut
$63.7K – – –
LI
1806
LRI Investments
Florida
$63.6K – – –
MIM
1807
Macroview Investment Management
Maryland
$63.2K +$200 +2 +0.3%
MB
1808
Mizuho Bank
Japan
$63.1K +$63K +630 New
IRAG
1809
Investment Research & Advisory Group
Georgia
$61.6K +$600 +6 +1%
PP
1810
PFS Partners
New Jersey
$61.4K -$12.8K -128 -17%
CP
1811
Canopy Partners
Ohio
$61.1K – – –
FDCP
1812
Foster Dykema Cabot & Partners
Massachusetts
$59.9K -$14.5K -145 -20%
RDIA
1813
RE Dickinson Investment Advisors
Iowa
$58.8K – – –
GIA
1814
GHP Investment Advisors
Colorado
$58.5K +$1K +10 +2%
EL
1815
EMFO LLC
Florida
$58.5K – – –
DCM
1816
Davis Capital Management
Florida
$58.1K – – –
OLVIG
1817
Oliver Lagore Vanvalin Investment Group
Michigan
$58K – – –
BAM
1818
Bellevue Asset Management
Washington
$57.6K – – –
BGAI
1819
Bruce G. Allen Investments
Colorado
$57.2K -$5K -50 -8%
FGA
1820
Fortis Group Advisors
New Jersey
$57.1K – – –
KFS
1821
Kelly Financial Services
Massachusetts
$57.1K +$6.8K +68 +14%
GA
1822
GoalVest Advisory
New York
$56.7K -$32.5K -325 -36%
BFPW
1823
BOK Financial Private Wealth
Colorado
$56.5K +$50.3K +503 +825%
TCPG
1824
Trivant Custom Portfolio Group
California
$55.1K – – –
VIA
1825
Virtus Investment Advisers
Connecticut
$53.6K -$27.8K -278 -34%
71 72
73
74 75