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Duke Energy

Name Holding Trade Value Shares
Change
Change in
Stake
BI
1976
Binnacle Investments
Iowa
$204K +$12.7K +108 +7%
SFM
1977
Signet Financial Management
New Jersey
$204K +$590 +5 +0.3%
OSNBOA
1978
Old Second National Bank of Aurora
Illinois
$204K – – –
SI
1979
Saxon Interests
Texas
$203K – – –
IWA
1980
Inspirion Wealth Advisors
Illinois
$203K +$944 +8 +0.5%
KCFA
1981
Key Client Fiduciary Advisors
New Jersey
$202K – – –
EWP
1982
Elevation Wealth Partners
California
$202K – – –
1IA
1983
1834 Investment Advisors
Wisconsin
$201K – – –
WMWM
1984
Wilkins Miller Wealth Management
Alabama
$200K +$826 +7 +0.4%
Allianz
1985
Allianz
Germany
$197K – – –
WA
1986
Whipplewood Advisors
Colorado
$196K +$14.6K +124 +8%
BC
1987
Barrett & Company
Rhode Island
$195K – – –
HIMS
1988
Hager Investment Management Services
New Hampshire
$195K – – –
IWM
1989
IMG Wealth Management
Florida
$191K +$29.7K +252 +18%
ME
1990
McIlrath & Eck
Washington
$177K -$3.89K -33 -2%
DMBA
1991
Deseret Mutual Benefit Administrators
Utah
$177K – – –
MAM
1992
Morse Asset Management
Connecticut
$177K – – –
MIA
1993
MeadowBrook Investment Advisors
Michigan
$176K – – –
AA
1994
Addison Advisors
Vermont
$175K +$72.1K +611 +70%
VNA
1995
Valley National Advisers
Pennsylvania
$172K +$354 +3 +0.2%
MWA
1996
Medallion Wealth Advisors
Connecticut
$168K -$1.89K -16 -1%
PWA
1997
Physician Wealth Advisors
Utah
$168K +$8.38K +71 +5%
AF
1998
Alerus Financial
North Dakota
$166K +$166K +1,409 New
PWAM
1999
Private Wealth Asset Management
Iowa
$166K +$10K +85 +6%
VFM
2000
Vision Financial Markets
Connecticut
$165K – – –