We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2001
Financial Perspectives
Minnesota
$19.4K – – –
ACA
2002
American Capital Advisory
Idaho
$19.1K – – –
SRCM
2003
Signature Resources Capital Management
California
$19.1K – – –
DFA
2004
DHJJ Financial Advisors
Illinois
$19K – – –
MWM
2005
Mascoma Wealth Management
New Hampshire
$18.7K +$9.68K +87 +116%
AW
2006
Avion Wealth
Texas
$18K -$111 -1 -0.6%
DF
2007
Dunhill Financial
United Kingdom
$17.9K +$9.02K +81 +109%
MCM
2008
MidAtlantic Capital Management
Virginia
$17.9K – – –
MRC
2009
Millburn Ridgefield Corp
New York
$17.3K -$1.89K -17 -10%
RWPA
2010
Richard W. Paul & Associates
Michigan
$17.2K -$10.5K -94 -39%
RAM
2011
Ramirez Asset Management
New York
$16.6K – – –
TCG
2012
Transcendent Capital Group
Oklahoma
$16.3K – – –
FFA
2013
Frazier Financial Advisors
Ohio
$15.8K -$9.13K -82 -37%
SC
2014
Swan Capital
Florida
$15.4K – – –
ETS
2015
ESL Trust Services
New York
$15.1K – – –
HF
2016
Halpern Financial
Virginia
$14.4K – – –
RWM
2017
Raffa Wealth Management
District of Columbia
$13.1K -$114K -1,021 -90%
CJL
2018
Cyrus J. Lawrence
New York
$13K – – –
AAG
2019
Accordant Advisory Group
Maryland
$12.9K +$1.34K +12 +12%
RTL
2020
Red Tortoise LLC
Georgia
$12.6K – – –
WFA
2021
West Financial Advisors
Iowa
$12.5K – – –
MWA
2022
Miller Wealth Advisors
Colorado
$12.1K – – –
GPI
2023
General Partner Inc
Pennsylvania
$11.6K – – –
AWM
2024
Activest Wealth Management
Florida
$11.5K +$11.1K +100 New
CPG
2025
Cornerstone Planning Group
New Jersey
$11.1K +$334 +3 +3%
79 80
81
82 83