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Duke Energy

DUK

Market cap $94.8B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1951	CRIG 1951 Charter Research & Investment Group Southport, Connecticut	$210K	–	–	–
1952	MWM 1952 Mattern Wealth Management Lawrence, Kansas	$210K	–	–	–
1953	EHWM 1953 Eads & Heald Wealth Management Atlanta, Georgia	$210K	-$17K	-144	-7%
1954	ECML 1954 Eagle Capital Management (Louisiana) Mandeville, Louisiana	$210K	+$210K	+1,781	New
1955	DCM 1955 DGS Capital Management Jersey City, New Jersey	$210K	+$210K	+1,779	New
1956	AW 1956 Alteri Wealth Westlake Village, California	$210K	-$6.73K	-57	-3%
1957	SWA 1957 Sax Wealth Advisors Parsippany, New Jersey	$209K	+$3.42K	+29	+2%
1958	MCCA 1958 Mill Creek Capital Advisors Conshohocken, Pennsylvania	$209K	-$27.7K	-235	-12%
1959	WCM 1959 Wedge Capital Management Charlotte, North Carolina	$209K	+$11.2K	+95	+6%
1960	PAS 1960 PKS Advisory Services Albany, New York	$209K	+$209K	+1,773	New
1961	CWMG 1961 Compass Wealth Management (Georgia) Atlanta, Georgia	$208K	+$208K	+1,759	New
1962	CIA 1962 Compass Ion Advisors Conshohocken, Pennsylvania	$207K	+$944	+8	+0.5%
1963	PBF 1963 Petix & Botte Financial La Mesa, California	$207K	–	–	–
1964	FFA 1964 Fragasso Financial Advisors Sewickley, Pennsylvania	$207K	+$207K	+1,751	New
1965	MIM 1965 Moseley Investment Management Bradenton, Florida	$206K	+$590	+5	+0.3%
1966	CWM 1966 Chesapeake Wealth Management Williamsburg, Virginia	$206K	-$1.77K	-15	-0.9%
1967	KG 1967 Kieckhefer Group Mequon, Wisconsin	$206K	–	–	–
1968	ITB 1968 Idaho Trust Bank Boise, Idaho	$206K	+$206K	+1,748	New
1969	NDSI 1969 Newman Dignan & Sheerar Inc Providence, Rhode Island	$206K	+$206K	+1,744	New
1970	ZF 1970 Zhang Financial Portage, Michigan	$206K	+$118	+1	+0.1%
1971	SWA 1971 Strata Wealth Advisors Dallas, Texas	$206K	+$708	+6	+0.3%
1972	IAA 1972 Ironsides Asset Advisors Rocky Mount, North Carolina	$205K	-$2.71K	-23	-1%
1973	APW 1973 Aventura Private Wealth Aventura, Florida	$205K	-$28.3K	-240	-12%
1974	CTB 1974 Country Trust Bank Bloomington, Illinois	$205K	+$13.5K	+114	+7%
1975	BI 1975 Binnacle Investments Urbandale, Iowa	$204K	+$12.7K	+108	+7%

Duke Energy DUK Market cap $94.8B

Duke Energy

DUK

Market cap $94.8B