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Duke Energy

DUK

Market cap $95.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1951	RCG 1951 Regatta Capital Group El Segundo, California	$203K	+$190K	+1,668	New
1952	A 1952 Allianz Munich, Germany	$203K	–	–	–
1953	GAM 1953 Gould Asset Management Claremont, California	$203K	+$190K	+1,666	New
1954	SHGA 1954 Sand Hill Global Advisors Palo Alto, California	$203K	+$190K	+1,666	New
1955	NWAG 1955 Net Worth Advisory Group Sandy, Utah	$203K	+$190K	+1,664	New
1956	SI 1956 Saxon Interests Houston, Texas	$203K	+$190K	+1,664	New
1957	AIM 1957 Advyzon Investment Management Lisle, Illinois	$203K	+$189K	+1,662	New
1958	WA 1958 Whipplewood Advisors Littleton, Colorado	$202K	-$11.5K	-101	-6%
1959	RPCA 1959 Running Point Capital Advisors El Segundo, California	$202K	+$189K	+1,657	New
1960	BIG 1960 Brookwood Investment Group Phoenix, Arizona	$202K	+$189K	+1,656	New
1961	HA 1961 Herold Advisors New York	$202K	+$189K	+1,655	New
1962	MCFP 1962 Mallini Complete Financial Planning Gainesville, Florida	$202K	–	–	–
1963	SW 1963 SkyOak Wealth Southfield, Michigan	$201K	+$188K	+1,652	New
1964	BC 1964 Barrett & Company Providence, Rhode Island	$201K	–	–	–
1965	HIMS 1965 Hager Investment Management Services New London, New Hampshire	$201K	-$14.9K	-131	-7%
1966	SHFA 1966 SC&H Financial Advisors Sparks, Maryland	$201K	+$188K	+1,650	New
1967	YIA 1967 YHB Investment Advisors West Hartford, Connecticut	$200K	+$187K	+1,643	New
1968	BI 1968 Binnacle Investments Urbandale, Iowa	$198K	+$185K	+1,625	New
1969	CTB 1969 Country Trust Bank Bloomington, Illinois	$198K	-$23.9K	-210	-11%
1970	FUBT 1970 First United Bank & Trust Oakland, Maryland	$197K	–	–	–
1971	AT 1971 Arlington Trust Birmingham, Alabama	$195K	–	–	–
1972	CCA 1972 Catalyst Capital Advisors Huntington, New York	$193K	-$43K	-377	-19%
1973	ME 1973 McIlrath & Eck Arlington, Washington	$187K	+$31.9K	+280	+22%
1974	SHF 1974 Safe Harbor Fiduciary Pensacola, Florida	$185K	–	–	–
1975	DMBA 1975 Deseret Mutual Benefit Administrators Salt Lake City, Utah	$183K	-$5.13K	-45	-3%

Duke Energy DUK Market cap $95.1B

Duke Energy

DUK

Market cap $95.1B