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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
2001
Smallwood Wealth Investment Management
New Jersey
$147K +$137K +1,204 New
AF
2002
Atala Financial
California
$147K – – –
NRG
2003
Nemes Rush Group
Michigan
$141K -$3.42K -30 -3%
HCMG
2004
Howard Capital Management Group
California
$140K – – –
RMP
2005
Richards, Merrill & Peterson
Washington
$139K +$11.2K +98 +9%
QL
2006
Quarry LP
New York
$137K +$128K +1,121 New
IWA
2007
Icon Wealth Advisors
Texas
$136K -$24.7K -217 -16%
CCM
2008
Cutler Capital Management
Massachusetts
$135K +$6.27K +55 +5%
NMG
2009
New Millennium Group
Utah
$134K +$342 +3 +0.3%
CT
2010
Coastline Trust
Rhode Island
$134K – – –
AWM
2011
AllSquare Wealth Management
New York
$132K – – –
WB
2012
Webster Bank
Connecticut
$129K – – –
PIS
2013
POM Investment Strategies
North Carolina
$126K +$103K +907 +698%
PSB
2014
Piscataqua Savings Bank
New Hampshire
$126K – – –
BAM
2015
Byrne Asset Management
New Jersey
$124K – – –
CWM
2016
Copia Wealth Management
Oregon
$124K +$106K +933 +1,111%
IRC
2017
Investors Research Corp
Georgia
$122K -$114 -1 -0.1%
GWSG
2018
GPS Wealth Strategies Group
Colorado
$119K – – –
MTIC
2019
Missouri Trust & Investment Company
Missouri
$118K -$11.4K -100 -9%
KA
2020
Kozak & Associates
Colorado
$118K +$1.03K +9 +0.9%
CM
2021
Capula Management
Cayman Islands
$116K +$109K +954 New
BSB
2022
Bangor Savings Bank
Maine
$115K -$21.1K -185 -16%
KFI
2023
Key Financial Inc
Pennsylvania
$115K -$28.5K -250 -21%
AIM
2024
Acropolis Investment Management
Missouri
$114K +$106K +932 New
CMP
2025
Coston McIsaac & Partners
Maine
$111K +$9.8K +86 +10%
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