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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1976
Freedom Investment Management
Connecticut
– -$227K -2,338 Closed
AP
1977
Appleton Partners
Massachusetts
– -$227K -2,335 Closed
AAIM
1978
Asset Advisors Investment Management
Georgia
– -$218K -2,250 Closed
AIA
1979
Alternative Investment Advisors
Florida
– -$216K -2,226 Closed
AWM
1980
AAF Wealth Management
Massachusetts
– -$216K -2,225 Closed
CRIG
1981
Charter Research & Investment Group
Connecticut
– -$216K -2,225 Closed
FFM
1982
Forum Financial Management
Illinois
– -$215K -2,216 Closed
VBCG
1983
Valley Brook Capital Group
Pennsylvania
– -$214K -2,204 Closed
RPWA
1984
Regent Peak Wealth Advisors
Georgia
– -$213K -2,194 Closed
WAM
1985
Worth Asset Management
Texas
– -$213K -2,194 Closed
AI
1986
Accredited Investors
Minnesota
– -$212K -2,188 Closed
FA
1987
Fermata Advisors
California
– -$210K -2,162 Closed
YIA
1988
YHB Investment Advisors
Connecticut
– -$208K -2,147 Closed
PWH
1989
Priebe Wealth Holdings
Minnesota
– -$208K -2,139 Closed
ACM
1990
Altrius Capital Management
North Carolina
– -$208K -2,138 Closed
CT
1991
Coastline Trust
Rhode Island
– -$206K -2,125 Closed
BRA
1992
Bender Robert & Associates
California
– -$202K -2,080 Closed
SWA
1993
SFMG Wealth Advisors
Texas
– -$201K -2,069 Closed
WIA
1994
World Investment Advisors
California
– -$200K -2,062 Closed
CM
1995
Cercano Management
Washington
– -$186K -1,919 Closed
KACA
1996
Kayne Anderson Capital Advisors
California
– -$183K -1,882 Closed
GWS
1997
Glassman Wealth Services
Virginia
– -$149K -1,537 Closed
RIM
1998
Rockbridge Investment Management
New York
– -$138K -1,420 Closed
PS
1999
Planned Solutions
California
– -$130K -1,340 Closed
TCWA
2000
Turtle Creek Wealth Advisors
Texas
– -$120K -1,237 Closed
78 79
80
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