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Duke Energy

DUK

Market cap $91.8B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1951	WAS 1951 Winch Advisory Services Appleton, Wisconsin	$7.25K	–	–	–
1952	CFS 1952 CGC Financial Services Lake Oswego, Oregon	$6.62K	–	–	–
1953	AP 1953 Aspect Partners Fairfax, Virginia	$6.31K	–	–	–
1954	CJ 1954 Caitlin John Brighton, Michigan	$6.24K	–	–	–
1955	DMIC 1955 Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$6.01K	+$6K	+60	New
1956	VAMG 1956 Voisard Asset Management Group Grand Rapids, Michigan	$5.91K	+$5.9K	+59	New
1957	PCMC 1957 Planning Capital Management Corporation Paoli, Pennsylvania	$5.21K	–	–	–
1958	VWM 1958 Valley Wealth Managers Paramus, New Jersey	$5.01K	+$5K	+50	New
1959	TCM 1959 Tributary Capital Management Omaha, Nebraska	$5.01K	–	–	–
1960	HB 1960 Horizon Bancorp Michigan City, Indiana	$4K	-$3.8K	-38	-50%
1961	W 1961 WealthCollab Bellevue, Washington	$2.91K	–	–	–
1962	EAM 1962 Eukles Asset Management Cincinnati, Ohio	$2.81K	–	–	–
1963	PP 1963 Pingora Partners Wilson, Wyoming	$2.51K	–	–	–
1964	YAL 1964 Your Advocates Ltd Houston, Texas	$2.41K	–	–	–
1965	GWMI 1965 Guardian Wealth Management (Illinois) Peoria, Illinois	$2.12K	–	–	–
1966	SHIM 1966 Stone House Investment Management Tunkhannock, Pennsylvania	$2K	-$9.2K	-92	-82%
1967	RF 1967 Robinswood Financial Kirkland, Washington	$2K	+$2K	+20	New
1968	BEI 1968 Benjamin Edwards Inc Clayton, Missouri	$2K	–	–	–
1969	EBA 1969 Eagle Bay Advisors New York	$1.7K	–	–	–
1970	TCA 1970 Trifecta Capital Advisors Northbrook, Illinois	$1.3K	–	–	–
1971	ACM 1971 Anfield Capital Management Irvine, California	$1.2K	+$1.2K	+12	New
1972	RS 1972 Rakuten Securities Tokyo, Japan	$1K	+$1K	+10	New
1973	SFCL 1973 Strengthening Families & Communities LLC Boston, Massachusetts	$1K	+$1K	+10	New
1974	VWA 1974 Valued Wealth Advisors Holladay, Utah	$903	–	–	–
1975	HWP 1975 Highline Wealth Partners Sherman Oaks, California	$501	+$500	+5	New

Duke Energy DUK Market cap $91.8B

Duke Energy

DUK

Market cap $91.8B