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Duke Energy

DUK

Market cap $94.8B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1976	SFM 1976 Signet Financial Management Parsippany, New Jersey	$204K	+$590	+5	+0.3%
1977	OSNBOA 1977 Old Second National Bank of Aurora Aurora, Illinois	$204K	–	–	–
1978	SI 1978 Saxon Interests Houston, Texas	$203K	–	–	–
1979	IWA 1979 Inspirion Wealth Advisors Libertyville, Illinois	$203K	+$944	+8	+0.5%
1980	KCFA 1980 Key Client Fiduciary Advisors Fairfield, New Jersey	$202K	–	–	–
1981	EWP 1981 Elevation Wealth Partners Santa Rosa, California	$202K	–	–	–
1982	1IA 1982 1834 Investment Advisors Milwaukee, Wisconsin	$201K	–	–	–
1983	WMWM 1983 Wilkins Miller Wealth Management Mobile, Alabama	$200K	+$826	+7	+0.4%
1984	A 1984 Allianz Munich, Germany	$197K	–	–	–
1985	WA 1985 Whipplewood Advisors Littleton, Colorado	$196K	+$14.6K	+124	+8%
1986	BC 1986 Barrett & Company Providence, Rhode Island	$195K	–	–	–
1987	HIMS 1987 Hager Investment Management Services New London, New Hampshire	$195K	–	–	–
1988	IWM 1988 IMG Wealth Management Jacksonville, Florida	$191K	+$29.7K	+252	+18%
1989	ME 1989 McIlrath & Eck Arlington, Washington	$177K	-$3.89K	-33	-2%
1990	DMBA 1990 Deseret Mutual Benefit Administrators Salt Lake City, Utah	$177K	–	–	–
1991	MAM 1991 Morse Asset Management Darien, Connecticut	$177K	–	–	–
1992	MIA 1992 MeadowBrook Investment Advisors Livonia, Michigan	$176K	–	–	–
1993	AA 1993 Addison Advisors Middlebury, Vermont	$175K	+$72.1K	+611	+70%
1994	VNA 1994 Valley National Advisers Bethlehem, Pennsylvania	$172K	+$354	+3	+0.2%
1995	MWA 1995 Medallion Wealth Advisors Farmington, Connecticut	$168K	-$1.89K	-16	-1%
1996	PWA 1996 Physician Wealth Advisors Midvale, Utah	$168K	+$8.38K	+71	+5%
1997	AF 1997 Alerus Financial Grand Forks, North Dakota	$166K	+$166K	+1,409	New
1998	PWAM 1998 Private Wealth Asset Management Cedar Rapids, Iowa	$166K	+$10K	+85	+6%
1999	VFM 1999 Vision Financial Markets Stamford, Connecticut	$165K	–	–	–
2000	OCM 2000 Osterweis Capital Management San Francisco, California	$165K	+$163K	+1,385	+13,850%

Duke Energy DUK Market cap $94.8B

Duke Energy

DUK

Market cap $94.8B