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Duke Energy

DUK

Market cap $95.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	SAM 1976 Shell Asset Management The Hague, Netherlands	$183K	–	–	–
1977	MAM 1977 Morse Asset Management Darien, Connecticut	$183K	–	–	–
1978	MIA 1978 MeadowBrook Investment Advisors Livonia, Michigan	$182K	–	–	–
1979	RF 1979 Rossby Financial Melbourne, Florida	$180K	-$42.2K	-370	-20%
1980	GJIA 1980 Glass Jacobson Investment Advisors Owings Mills, Maryland	$179K	–	–	–
1981	VNA 1981 Valley National Advisers Bethlehem, Pennsylvania	$177K	-$2.62K	-23	-2%
1982	FFO 1982 Fortitude Family Office Scottsdale, Arizona	$175K	-$24.7K	-217	-13%
1983	MWA 1983 Medallion Wealth Advisors Farmington, Connecticut	$174K	-$37.2K	-326	-19%
1984	DCBT 1984 Dakota Community Bank & Trust Hebron, North Dakota	$171K	-$4.67K	-41	-3%
1985	VFM 1985 Vision Financial Markets Stamford, Connecticut	$170K	–	–	–
1986	ADL 1986 Asset Dedication LLC San Francisco, California	$170K	+$1.48K	+13	+0.9%
1987	VC 1987 Vestor Capital Chicago, Illinois	$169K	-$114	-1	-0.1%
1988	CFFP 1988 Center for Financial Planning Southfied, Michigan	$167K	-$4.33K	-38	-3%
1989	TCM 1989 TruNorth Capital Management Kalamazoo, Michigan	$167K	+$48.8K	+428	+46%
1990	IWM 1990 IMG Wealth Management Jacksonville, Florida	$166K	–	–	–
1991	PWA 1991 Physician Wealth Advisors Midvale, Utah	$165K	+$684	+6	+0.4%
1992	RWA 1992 Redmont Wealth Advisors Chicago, Illinois	$164K	+$154K	+1,347	New
1993	WPA 1993 Wealth Preservation Advisors Chattanooga, Tennessee	$163K	+$153K	+1,338	New
1994	KB 1994 Kimelman & Baird New York	$162K	–	–	–
1995	PWAM 1995 Private Wealth Asset Management Cedar Rapids, Iowa	$161K	+$151K	+1,323	New
1996	NECFA 1996 New England Capital Financial Advisors Meriden, Connecticut	$160K	–	–	–
1997	HCM 1997 Hollencrest Capital Management Newport Beach, California	$152K	–	–	–
1998	CWM 1998 Cranbrook Wealth Management Bloomfield Hills, Michigan	$150K	–	–	–
1999	SAM 1999 S.A. Mason Holland, Michigan	$148K	–	–	–
2000	RWM 2000 Ruedi Wealth Management Champaign, Illinois	$147K	–	–	–

Duke Energy DUK Market cap $95.1B

Duke Energy

DUK

Market cap $95.1B