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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
SRC
1976
Sage Rhino Capital
California
– -$211K -2,392 Closed
IP
1977
Ignite Planners
California
– -$204K -2,382 Closed
GA
1978
Greytown Advisors
Florida
– -$208K -2,354 Closed
WE
1979
Wealth Effects
Massachusetts
– -$204K -2,315 Closed
WWP
1980
WR Wealth Planners
Missouri
– -$156K -1,771 Closed
RCA
1981
Reitz Capital Advisors
Michigan
– -$112K -1,265 Closed
CCP
1982
Carmel Capital Partners
California
– -$84.9K -962 Closed
RCG
1983
Rock Creek Group
District of Columbia
– -$55.7K -631 Closed
Legacy Financial Group (Iowa)
1984
Legacy Financial Group (Iowa)
Iowa
– -$44.7K -507 Closed
RF
1985
Robbins Farley
New Hampshire
– -$39.7K -450 Closed
TCM
1986
TD Capital Management
Tennessee
– -$36K -408 Closed
NIC
1987
Northwest Investment Counselors
Oregon
– -$31.8K -360 Closed
EC
1988
Elequin Capital
New York
– -$30.6K -347 Closed
SSG
1989
Summit Securities Group
New York
– -$26K -300 Closed
HWP
1990
Hibernia Wealth Partners
Louisiana
– -$20.8K -236 Closed
ANBT
1991
American National Bank & Trust
Texas
– -$18K -204 Closed
BFP
1992
Briaud Financial Planning
Texas
– -$17K -193 Closed
ACA
1993
Atlas Capital Advisors
Wyoming
– -$15.4K -174 Closed
RTC
1994
Riverview Trust Company
Washington
– -$14.5K -164 Closed
RA
1995
Rise Advisors
New York
– -$11.7K -132 Closed
ICM
1996
Intrepid Capital Management
Florida
– -$10.6K -120 Closed
VAG
1997
VisionPoint Advisory Group
Texas
– -$6.78K -77 Closed
BWS
1998
Buck Wealth Strategies
Colorado
– -$6.28K -71 Closed
SIA
1999
SkyView Investment Advisors
New Jersey
– -$6K -67 Closed
MBFW
2000
Morton Brown Family Wealth
Pennsylvania
– -$5.21K -59 Closed