Duke Energy Corp New

13F holders, Q3 2024 (September 30)
8holders
0new positions
0sold out
$114.06avg. 13F price*

At the end of Q3 2024, 8 institutions reported holding Duke Energy Corp New in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Violich Capital Management, Inc. ($1.2M), Wilson & Boucher Capital Management, LLC ($766K) and Fruth Investment Management ($593K).

Company
Duke Energy Corp New
CUSIP
26441C105
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 8Q1 2024Q2 2024: 8Q2 2024Q3 2024: 8Q3 2024Q4 2024: 8Q4 2024Q1 2025: 8Q1 2025Q2 2025: 7Q2 2025Q3 2025: 7Q3 2025Q4 2025: 6Q4 2025Q1 2026: 6Q1 2026Q2 2026: 6Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 669 shares sold, net −669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Violich Capital Management, Inc. 0.15% No change 10,021 $1.2M
Wilson & Boucher Capital Management, LLC 0.53% No change 6,641 $766K
Fruth Investment Management 0.15% Reduce -11.5% 5,149 $593K
Opus Capital Group, LLC 0.06% No change 3,953 $456K
Aldebaran Capital, LLC 0.38% No change 3,600 $415K
Your Advocates Ltd., LLP 0.00% No change 24 $3K
West Oak Capital, LLC 0.00% No change 313 $361
Huntington National Bank 0.00% No change 1 $23

"% of holder's portfolio" is Duke Energy Corp New's weight in each manager's 13F, not the share of Duke Energy Corp New the manager owns.