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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
IP
1976
Ignite Planners
California
-$204K -2,382 Closed
GA
1977
Greytown Advisors
Florida
-$208K -2,354 Closed
WE
1978
Wealth Effects
Massachusetts
-$204K -2,315 Closed
WWP
1979
WR Wealth Planners
Missouri
-$156K -1,771 Closed
RCA
1980
Reitz Capital Advisors
Michigan
-$112K -1,265 Closed
CCP
1981
Carmel Capital Partners
California
-$84.9K -962 Closed
RCG
1982
Rock Creek Group
District of Columbia
-$55.7K -631 Closed
Legacy Financial Group (Iowa)
1983
Legacy Financial Group (Iowa)
Iowa
-$44.7K -507 Closed
RF
1984
Robbins Farley
New Hampshire
-$39.7K -450 Closed
TCM
1985
TD Capital Management
Tennessee
-$36K -408 Closed
NIC
1986
Northwest Investment Counselors
Oregon
-$31.8K -360 Closed
EC
1987
Elequin Capital
New York
-$30.6K -347 Closed
SSG
1988
Summit Securities Group
New York
-$26K -300 Closed
HWP
1989
Hibernia Wealth Partners
Louisiana
-$20.8K -236 Closed
ANBT
1990
American National Bank & Trust
Texas
-$18K -204 Closed
BFP
1991
Briaud Financial Planning
Texas
-$17K -193 Closed
ACA
1992
Atlas Capital Advisors
Wyoming
-$15.4K -174 Closed
RTC
1993
Riverview Trust Company
Washington
-$14.5K -164 Closed
RA
1994
Rise Advisors
New York
-$11.7K -132 Closed
ICM
1995
Intrepid Capital Management
Florida
-$10.6K -120 Closed
VAG
1996
VisionPoint Advisory Group
Texas
-$6.78K -77 Closed
BWS
1997
Buck Wealth Strategies
Colorado
-$6.28K -71 Closed
SIA
1998
SkyView Investment Advisors
New Jersey
-$6K -67 Closed
MBFW
1999
Morton Brown Family Wealth
Pennsylvania
-$5.21K -59 Closed
MIA
2000
Milestone Investment Advisors
Wisconsin
-$3.71K -42 Closed