Duke Energy Corp New
13F holders, Q4 2024 (December 31)8holders
0new positions
1sold out
$107.06avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding Duke Energy Corp New in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were U S Wealth Group, Llc. ($2.2M), Violich Capital Management, Inc. ($1.1M) and Wilson & Boucher Capital Management, LLC ($716K).
- Company
- Duke Energy Corp New
- CUSIP
- 26441C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $3K |
All 13F filers, Q3 2024 → Q4 2024: 236 shares sold, net −236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| U S Wealth Group, Llc. | 1.69% | — | 20,793 | $2.2M |
| Violich Capital Management, Inc. | 0.14% | Reduce -1.8% | 9,838 | $1.1M |
| Wilson & Boucher Capital Management, LLC | 0.51% | No change | 6,641 | $716K |
| Fruth Investment Management | 0.15% | No change | 5,149 | $554K |
| Opus Capital Group, LLC | 0.05% | Reduce -0.7% | 3,924 | $423K |
| Aldebaran Capital, LLC | 0.37% | No change | 3,600 | $388K |
| West Oak Capital, LLC | 0.00% | No change | 313 | $337 |
| 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.