We are live on ! Find out more
DUK icon

Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
2001
Legacy Advisors
Pennsylvania
$210K +$219K +1,792 New
SC
2002
Stephens Consulting
Michigan
$210K +$244 +2 +0.1%
PJWM
2003
Philip James Wealth Mangement
Georgia
$209K +$977 +8 +0.4%
KPWG
2004
KFA Private Wealth Group
Virginia
$209K +$218K +1,783 New
ECML
2005
Eagle Capital Management (Louisiana)
Louisiana
$209K – – –
RWMG
2006
Redwood Wealth Management Group
New Jersey
$209K -$3.91K -32 -2%
CRIG
2007
Charter Research & Investment Group
Connecticut
$209K – – –
KCAM
2008
Kagan Cocozza Asset Management
New Jersey
$209K +$1.83K +15 +0.8%
SPC
2009
Spirepoint Private Client
Florida
$209K -$2.44K -20 -1%
MWM
2010
Mattern Wealth Management
Kansas
$209K – – –
BPW
2011
BlueDoor Private Wealth
Massachusetts
$208K +$217K +1,776 New
CIA
2012
Compass Ion Advisors
Pennsylvania
$208K +$5.37K +44 +3%
C1AG
2013
Client 1st Advisory Group
Florida
$208K +$217K +1,775 New
MAP
2014
Moody Aldrich Partners
Massachusetts
$208K – – –
LNB
2015
Ledyard National Bank
$208K +$5.86K +48 +3%
FFC
2016
First Financial Corp
Indiana
$207K -$8.55K -70 -4%
SHFG
2017
S Harris Financial Group
Texas
$207K +$216K +1,769 New
BS
2018
Brighton Securities
New York
$207K -$18.7K -153 -8%
JFGIW
2019
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$207K -$9.4K -77 -4%
SI
2020
Saxon Interests
Texas
$207K +$215K +1,764 New
BDF
2021
Black Diamond Financial
Maryland
$207K +$215K +1,762 New
EWP
2022
Elevation Wealth Partners
California
$207K +$2.69K +22 +1%
CWMG
2023
Compass Wealth Management (Georgia)
Georgia
$206K – – –
TW
2024
TritonPoint Wealth
Maryland
$206K -$32.5K -266 -13%
RCG
2025
Regatta Capital Group
California
$206K -$12K -98 -5%
79 80
81
82 83