Duke Energy Corp New
13F holders, Q1 2025 (March 31)8holders
0new positions
0sold out
$121.20avg. 13F price*
At the end of Q1 2025, 8 institutions reported holding Duke Energy Corp New in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were U S Wealth Group, Llc. ($2.5M), Violich Capital Management, Inc. ($1.2M) and Wilson & Boucher Capital Management, LLC ($798K).
- Company
- Duke Energy Corp New
- CUSIP
- 26441C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 854 shares sold, net −854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| U S Wealth Group, Llc. | 1.95% | Reduce -3.0% | 20,159 | $2.5M |
| Violich Capital Management, Inc. | 0.16% | No change | 9,838 | $1.2M |
| Wilson & Boucher Capital Management, LLC | 0.59% | Reduce -1.5% | 6,541 | $798K |
| Fruth Investment Management | 0.18% | No change | 5,149 | $628K |
| Opus Capital Group, LLC | 0.06% | Reduce -3.1% | 3,804 | $464K |
| Aldebaran Capital, LLC | 0.42% | No change | 3,600 | $439K |
| West Oak Capital, LLC | 0.00% | No change | 313 | $382 |
| 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.