Finance Research on the Global Coal Exit List 2021

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Duke Energy Corp

(USA)

Total Investors: 66749.45 Shareholding: 48538.90 Bondholding: 18210.55
Total Banks: 51080.79 Loans: 27989.31 Underwritings: 23091.48

Investor Country of HQ Shareholding (Mio $) Bondholding (Mio $) Total (Mio $)
Mitchell, McLeod, Pugh & Williams United States 1.44 1.44
Gofen and Glossberg United States 1.31 1.31
Washington Trust Bancorp United States 1.16 1.16
Monongahela Capital Management United States 1.10 1.10
Apollon Holdings United States 1.01 1.01
IHT Wealth Management United States 0.96 0.96
Madden Asset Management United States 0.90 0.90
9258 Wealth Management United States 0.82 0.82
CPS Investment Advisors United States 0.76 0.76
Marks Group Wealth Management United States 0.71 0.71
Cummins-American Corp United States 0.66 0.66
Wellington Shields United States 0.61 0.61
Community Bank System United States 0.57 0.57
Day & Ennis United States 0.53 0.53
SignalPoint Asset Management United States 0.46 0.46
Sterling Manor Financial United States 0.43 0.43
Balentine United States 0.40 0.40
Greatmark Investment Partners United States 0.37 0.37
Independent Bank United States 0.33 0.33
Newman, Dignan & Sheerar United States 0.31 0.31
Gettings Reed Financial United States 0.28 0.28
Providence First Trust Company United States 0.26 0.26
Active Niche Funds Switzerland 0.25 0.25
SBSB Financial Advisors United States 0.23 0.23
Kistler-Tiffany Advisors United States 0.22 0.22
Blueprint Investment Partners United States 0.13 0.13
Piscataqua Savings Bank United States 0.10 0.10
Bellevue Group Switzerland 0.08 0.08
Versant Capital Management United States 0.06 0.06
Cribstone Capital Management United States 0.01 0.01
Aperio Group United States 53.95 53.95
Huntington Bancshares United States 15.01 15.01
Public Employees' Retirement Association of Colorado United States 12.63 12.63
Boyer & Corporon Wealth Management United States 10.41 10.41
Caisse de Dépôt et Placement du Québec (CDPQ) Canada 7.98 7.98
Louisiana State Employees' Retirement System United States 4.67 4.67
Birmingham Capital Management United States 4.06 4.06
Azimuth Capital Management United States 3.58 3.58
De Pury Pictet Turrettini Switzerland 3.05 3.05
Citizens Financial Group United States 2.67 2.67
Quantbot Technologies United States 2.42 2.42
PenSam Denmark 2.23 2.23
J.W. Cole Financial United States 2.03 2.03
Altavista Wealth Management United States 1.87 1.87
Parsec Financial Management United States 1.67 1.67
Ingalls & Snyder United States 1.50 1.50
SFA Holdings United States 1.15 1.15
CNB Financial United States 1.07 1.07
Employees Retirement System of Texas United States 0.94 0.94
Buckley Wealth Management United States 0.74 0.74
Northwest Bank United States 0.69 0.69
Aretec Group United States 0.63 0.63
Future Financial Wealth Management Group United States 0.60 0.60
Perigon Wealth Management United States 0.56 0.56
CoreFirst Bank & Trust United States 0.51 0.51
Johnson Financial Group (CO) United States 0.48 0.48
First Heartland Consultants United States 0.45 0.45
Garrett Investment Advisors United States 0.41 0.41
KC Investment Advisors United States 0.39 0.39
Sigma Investment Counselors United States 0.37 0.37