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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2001
Wedge Capital Management
North Carolina
$208K -$10.6K -87 -5%
APWA
2002
Atlas Private Wealth Advisors
New Jersey
$208K -$294K -2,420 -59%
A
2003
Argentarii
Ohio
$207K +$203K +1,676 New
RK
2004
Rather & Kittrell
Tennessee
$207K +$203K +1,676 New
MCFP
2005
Mallini Complete Financial Planning
Florida
$207K – – –
WAM
2006
Worth Asset Management
Texas
$207K +$203K +1,672 New
VWA
2007
VSM Wealth Advisory
Maryland
$207K -$234K -1,928 -54%
MAG
2008
MRA Advisory Group
New Jersey
$206K +$202K +1,666 New
A
2009
Allianz
Germany
$206K – – –
GAM
2010
Gould Asset Management
California
$206K +$202K +1,666 New
WFMPM
2011
Woodley Farra Manion Portfolio Management
Indiana
$205K +$201K +1,656 New
YIA
2012
YHB Investment Advisors
Connecticut
$204K +$200K +1,652 New
SW
2013
SkyOak Wealth
Michigan
$204K +$200K +1,652 New
BC
2014
Barrett & Company
Rhode Island
$204K – – –
SC
2015
Sepio Capital
Utah
$204K +$200K +1,651 New
WKSWA
2016
White Knight Strategic Wealth Advisors
New Jersey
$204K +$200K +1,650 New
GAA
2017
Global Assets Advisory
Florida
$204K +$200K +1,649 New
WI
2018
WrapManager Inc
California
$204K -$72.6K -598 -27%
MCP
2019
Mirador Capital Partners
California
$204K +$200K +1,647 New
TW
2020
Traveka Wealth
California
$204K +$200K +1,645 New
FAT
2021
First American Trust
California
$202K -$30.2K -249 -13%
PWA
2022
Phoenix Wealth Advisors
North Carolina
$202K +$198K +1,632 New
CCA
2023
Cadent Capital Advisors
Oklahoma
$202K +$198K +1,631 New
CCM
2024
Crew Capital Management
Ohio
$202K +$198K +1,631 New
AT
2025
American Trust
Kentucky
$202K +$198K +1,629 New
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81
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