Duke Energy Corp New
13F holders, Q2 2025 (June 30)7holders −1
0new positions
1sold out
$117.06avg. 13F price*
At the end of Q2 2025, 7 institutions reported holding Duke Energy Corp New in their 13F filings, down 1 from Q1 2025. 0 opened new positions and 1 sold out. The largest holders were U S Wealth Group, Llc. ($2.4M), Wilson & Boucher Capital Management, LLC ($772K) and Fruth Investment Management ($606K).
- Company
- Duke Energy Corp New
- CUSIP
- 26441C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.2M |
All 13F filers, Q1 2025 → Q2 2025: 665 shares bought and 9,845 shares sold, net −9,180 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| U S Wealth Group, Llc. | 1.91% | Add +3.0% | 20,760 | $2.4M |
| Wilson & Boucher Capital Management, LLC | 0.54% | No change | 6,541 | $772K |
| Fruth Investment Management | 0.16% | Reduce -0.1% | 5,142 | $606K |
| Opus Capital Group, LLC | 0.05% | Add +1.7% | 3,868 | $456K |
| Aldebaran Capital, LLC | 0.42% | No change | 3,600 | $425K |
| West Oak Capital, LLC | 0.00% | No change | 313 | $369 |
| 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.