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Duke Energy

DUK

Market cap $95.1B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2026	SWAG 2026 Spectrum Wealth Advisory Group Granite Bay, California	$201K	+$197K	+1,624	New
2027	SRC 2027 Stone Run Capital New York	$201K	+$197K	+1,621	New
2028	FWM 2028 ForthRight Wealth Management Alpharetta, Georgia	$200K	+$196K	+1,617	New
2029	IWM 2029 IMG Wealth Management Jacksonville, Florida	$200K	–	–	–
2030	FFA 2030 First Foundation Advisors Irvine, California	$200K	+$196K	+1,617	New
2031	MAM 2031 Morse Asset Management Darien, Connecticut	$186K	–	–	–
2032	ME 2032 McIlrath & Eck Arlington, Washington	$186K	-$364	-3	-0.2%
2033	HIMS 2033 Hager Investment Management Services New London, New Hampshire	$183K	-$20.6K	-170	-10%
2034	MIA 2034 MeadowBrook Investment Advisors Livonia, Michigan	$181K	-$3.64K	-30	-2%
2035	VNA 2035 Valley National Advisers Bethlehem, Pennsylvania	$181K	+$485	+4	+0.3%
2036	DMBA 2036 Deseret Mutual Benefit Administrators Salt Lake City, Utah	$179K	-$6.55K	-54	-4%
2037	MWA 2037 Medallion Wealth Advisors Farmington, Connecticut	$176K	+$243	+2	+0.1%
2038	VFM 2038 Vision Financial Markets Stamford, Connecticut	$173K	–	–	–
2039	OCM 2039 Osterweis Capital Management San Francisco, California	$173K	–	–	–
2040	VC 2040 Vestor Capital Chicago, Illinois	$171K	-$1.28M	-10,566	-88%
2041	WPA 2041 Wealth Preservation Advisors Chattanooga, Tennessee	$171K	+$364	+3	+0.2%
2042	CFFP 2042 Center for Financial Planning Southfied, Michigan	$170K	–	–	–
2043	AP 2043 Atwood & Palmer Kansas City, Missouri	$167K	-$64.3K	-530	-28%
2044	RWA 2044 Redmont Wealth Advisors Chicago, Illinois	$167K	–	–	–
2045	KB 2045 Kimelman & Baird New York	$165K	–	–	–
2046	FFO 2046 Fortitude Family Office Scottsdale, Arizona	$164K	-$849	-7	-0.5%
2047	PWAM 2047 Private Wealth Asset Management Cedar Rapids, Iowa	$164K	-$10.3K	-85	-6%
2048	AT 2048 Arlington Trust Birmingham, Alabama	$162K	–	–	–
2049	CCA 2049 Catalyst Capital Advisors Huntington, New York	$161K	-$6.92K	-57	-4%
2050	RF 2050 Rossby Financial Melbourne, Florida	$160K	+$1.46K	+12	+0.9%

Duke Energy DUK Market cap $95.1B

Duke Energy

DUK

Market cap $95.1B