Duke Energy Corp New
13F holders, Q3 2025 (September 30)7holders
0new positions
0sold out
$122.78avg. 13F price*
At the end of Q3 2025, 7 institutions reported holding Duke Energy Corp New in their 13F filings, unchanged from Q2 2025. 0 opened new positions and 0 sold out. The largest holders were U S Wealth Group, Llc. ($2.7M), Wilson & Boucher Capital Management, LLC ($809K) and Fruth Investment Management ($610K).
- Company
- Duke Energy Corp New
- CUSIP
- 26441C105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 730 shares bought and 299 shares sold, net +431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| U S Wealth Group, Llc. | 1.74% | Add +3.5% | 21,490 | $2.7M |
| Wilson & Boucher Capital Management, LLC | 0.53% | No change | 6,541 | $809K |
| Fruth Investment Management | 0.17% | Reduce -4.0% | 4,937 | $610K |
| Opus Capital Group, LLC | 0.05% | Reduce -2.4% | 3,774 | $467K |
| Aldebaran Capital, LLC | 0.41% | No change | 3,600 | $446K |
| West Oak Capital, LLC | 0.00% | No change | 313 | $387 |
| 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.