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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1976
Madison Wealth Partners
Wisconsin
$217K +$226K +1,849 New
CTB
1977
Country Trust Bank
Illinois
$217K – – –
APM
1978
a16z Perennial Management
California
$216K -$3.54K -29 -2%
AIIMS
1979
Analyst IMS Investment Management Services
Israel
$216K +$225K +1,840 New
PL
1980
Plancorp LLC
Missouri
$216K -$2.81K -23 -1%
ONB
1981
Old National Bancorp
Indiana
$216K -$18.7K -153 -8%
AMM
1982
American Money Management
California
$216K -$13.4K -110 -6%
PFM
1983
Patton Fund Management
Texas
$215K – – –
TCM
1984
Tradewinds Capital Management
Washington
$215K – – –
LS
1985
Leelyn Smith
Illinois
$215K +$855 +7 +0.4%
TP
1986
Tranquility Partners
Tennessee
$215K – – –
COCM
1987
Charter Oak Capital Management
New Hampshire
$215K +$224K +1,833 New
SL
1988
Sentry LLC
Tennessee
$215K – – –
CCM
1989
Crew Capital Management
Ohio
$215K +$24.4K +200 +12%
MBWA
1990
Marin Bay Wealth Advisors
California
$214K +$223K +1,826 New
AIM
1991
Advyzon Investment Management
Illinois
$214K +$223K +1,825 New
CCT
1992
Capital City Trust
Florida
$214K -$5.25K -43 -2%
SCM
1993
Sunbeam Capital Management
Georgia
$213K -$27.6K -226 -11%
JPMIA
1994
J.P. Marvel Investment Advisors
Massachusetts
$212K – – –
SIA
1995
Strategic Investment Advisors
Michigan
$211K -$4.64K -38 -2%
RAM
1996
Revere Asset Management
Texas
$211K -$3.42K -28 -2%
SL
1997
Summitry LLC
California
$211K +$219K +1,797 New
WCM
1998
Wedge Capital Management
North Carolina
$211K +$14.2K +116 +7%
SFS
1999
Sharp Financial Services
Pennsylvania
$210K +$219K +1,795 New
PP
2000
Patron Partners
Texas
$210K -$27.5K -225 -11%
78 79
80
81 82