Duke Energy Corp New

13F holders, Q4 2025 (December 31)
6holders −1
0new positions
0sold out
$117.18avg. 13F price*

At the end of Q4 2025, 6 institutions reported holding Duke Energy Corp New in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were U S Wealth Group, Llc. ($2.5M), Wilson & Boucher Capital Management, LLC ($737K) and Fruth Investment Management ($578K).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2025 → Q4 2025: 469 shares sold, net −469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

U S Wealth Group, Llc. 1.65% Reduce -0.8% 21,321 $2.5M
Wilson & Boucher Capital Management, LLC 0.48% Reduce -3.8% 6,291 $737K
Fruth Investment Management 0.16% No change 4,937 $578K
Opus Capital Group, LLC 0.05% Reduce -1.3% 3,724 $436K
Aldebaran Capital, LLC 0.38% No change 3,600 $422K
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.