We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
2001
Meridian Financial
Massachusetts
$242K – – –
FPWM
2002
FSB Premier Wealth Management
Iowa
$241K -$7.95K -63 -3%
JWBC
2003
J.W. Burns & Co
New York
$241K +$883 +7 +0.4%
SHFP
2004
Second Half Financial Partners
Florida
$241K +$12.9K +102 +6%
HC
2005
Hamilton Capital
Ohio
$240K +$41.1K +326 +21%
MAM
2006
McLean Asset Management
Virginia
$240K -$2.65K -21 -1%
AFM
2007
Armstrong Fleming & Moore
District of Columbia
$240K – – –
HP
2008
Havemeyer Place
Connecticut
$240K +$239K +1,893 New
FFS
2009
Founders Financial Securities
Maryland
$239K +$44.4K +352 +23%
WW
2010
Waterfront Wealth
Kansas
$239K +$240K +1,903 New
SCM
2011
Silvant Capital Management
Georgia
$239K – – –
EL
2012
EWA LLC
Pennsylvania
$239K -$3.91K -31 -2%
AWA
2013
AmeriServ Wealth Advisors
Pennsylvania
$238K -$90.6K -718 -28%
SFO
2014
Stokes Family Office
Louisiana
$238K -$45.9K -364 -16%
PFG
2015
Prosperity Financial Group
California
$238K +$2.14K +17 +0.9%
CPC
2016
Consolidated Planning Corp
Georgia
$237K -$21.7K -172 -8%
BWM
2017
Bullock Wealth Management
Indiana
$235K +$236K +1,871 New
CGFA
2018
Colton Groome Financial Advisors
North Carolina
$235K +$234K +1,858 New
LWM
2019
Liberty Wealth Management
California
$235K – – –
MCM
2020
MV Capital Management
Maryland
$234K -$16K -127 -6%
BFA
2021
Beacon Financial Advisory
Ohio
$234K +$34.8K +276 +18%
PAS
2022
PKS Advisory Services
New York
$234K +$233K +1,848 New
KCM
2023
Kornitzer Capital Management
Kansas
$233K -$17.8K -141 -7%
SIAG
2024
Safeguard Investment Advisory Group
California
$233K +$5.17K +41 +2%
AMM
2025
American Money Management
California
$233K – – –
79 80
81
82 83