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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
2001
Perkins Coie Trust Company
Washington
$69.9K – – –
WSCM
2002
Wellington Shields Capital Management
New York
$69.9K – – –
FC
2003
Fairscale Capital
New Hampshire
$69K – – –
SFGP
2004
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$69K +$72.5K +640 New
JGIA
2005
Jackson Grant Investment Advisers
Connecticut
$68.5K – – –
LI
2006
LRI Investments
Florida
$68.4K – – –
GWP
2007
Gen-Wealth Partners
Michigan
$67.6K -$25.3K -223 -26%
IRAG
2008
Investment Research & Advisory Group
Georgia
$67.4K +$680 +6 +1%
CAWM
2009
Capital A Wealth Management
Pennsylvania
$67.3K +$70.8K +625 New
PP
2010
PFS Partners
New Jersey
$67.1K +$566 +5 +0.8%
PSFG
2011
Park Square Financial Group
Georgia
$66.3K +$69.8K +616 New
FDCP
2012
Foster Dykema Cabot & Partners
Massachusetts
$64.4K -$14.7K -130 -18%
MFG
2013
Menard Financial Group
Texas
$63.2K +$66.5K +587 New
CIAM
2014
Caitong International Asset Management
Hong Kong
$63.1K +$66.4K +586 New
AW
2015
Avion Wealth
Texas
$63K +$48.1K +425 +264%
BAM
2016
Bellevue Asset Management
Washington
$62.2K +$227 +2 +0.3%
GIA
2017
GHP Investment Advisors
Colorado
$61.9K -$3.4K -30 -5%
BGAI
2018
Bruce G. Allen Investments
Colorado
$61.5K – – –
FGA
2019
Fortis Group Advisors
New Jersey
$61.4K – – –
GA
2020
GoalVest Advisory
New York
$61K – – –
FWA
2021
Flagship Wealth Advisors
Massachusetts
$60.7K +$63.8K +563 New
MMCM
2022
Murphy & Mullick Capital Management
New York
$59.6K +$62.6K +553 New
VIA
2023
Virtus Investment Advisers
Connecticut
$57.6K – – –
BHWM
2024
Beaird Harris Wealth Management
Texas
$56.3K +$32.2K +284 +119%
SCA
2025
Stuart Chaussee & Associates
California
$55.4K – – –
79 80
81
82 83