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Duke Energy
DUK

Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
2001
American Money Management
California
$241K – – –
LEA
2002
Legacy Edge Advisors
New York
$241K -$18.8K -150 -8%
PFM
2003
Patton Fund Management
Texas
$241K – – –
TCM
2004
Tradewinds Capital Management
Washington
$240K – – –
TP
2005
Tranquility Partners
Tennessee
$240K – – –
HPC
2006
Hobart Private Capital
North Carolina
$240K -$4.38K -35 -2%
SL
2007
Sentry LLC
Tennessee
$239K -$1.25K -10 -0.5%
WW
2008
Wright Wealth
Georgia
$238K -$23.9K -191 -9%
WCG
2009
Weaver Consulting Group
California
$238K -$4.13K -33 -2%
JPMIA
2010
J.P. Marvel Investment Advisors
Massachusetts
$237K – – –
AAS
2011
Annex Advisory Services
Wisconsin
$236K -$23.9K -191 -10%
SSA
2012
Schonfeld Strategic Advisors
New York
$236K -$234K -1,872 -51%
SPWM
2013
Smith Partners Wealth Management
North Carolina
$236K -$51.6K -413 -19%
WC
2014
Whitney & Co
New York
$236K -$16.9K -135 -7%
RAM
2015
Revere Asset Management
Texas
$236K – – –
DT
2016
DV Trading
Illinois
$236K +$161K +1,291 +254%
EAP
2017
Elevation Advisory Partners
Florida
$236K +$245K +1,959 New
SHFP
2018
Second Half Financial Partners
Florida
$236K -$13.8K -110 -6%
SIAG
2019
Safeguard Investment Advisory Group
California
$236K +$6.5K +52 +3%
GF
2020
GGM Financials
Ohio
$235K +$72.5K +580 +48%
LWM
2021
Liberty Wealth Management
California
$235K -$33.9K -271 -13%
CWIG
2022
Chung Wu Investment Group
Texas
$234K -$28.5K -228 -11%
PL
2023
Plancorp LLC
Missouri
$234K -$8.25K -66 -4%
FLFS
2024
Family Legacy Financial Solutions
North Carolina
$234K -$83.8K -670 -27%
TW
2025
TritonPoint Wealth
Maryland
$234K +$3.75K +30 +2%
79 80
81
82 83