Vault-13

Duke Energy Corp New

COM · CUSIP 26441C105

6 institutional holders -1 vs Q3 2025
39,87439.9k shares reported held*
$4.7mreported value*
0 new 0 added 3 reduced 0 sold out net sold ≈ $54.9k (-469 shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $117.18.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0510Q3 22: 8Q4 22: 9Q1 23: 9Q2 23: 8Q3 23: 8Q4 23: 8Q1 24: 8Q2 24: 8Q3 24: 8Q4 24: 8Q1 25: 8Q2 25: 7Q3 25: 7Q4 25: 66Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 20228
Q4 20229
Q1 20239
Q2 20238
Q3 20238
Q4 20238
Q1 20248
Q2 20248
Q3 20248
Q4 20248
Q1 20258
Q2 20257
Q3 20257
Q4 20256

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q1 24: 1 bought or addedQ1 24: 2 cut or sold outQ2 24: 0 bought or addedQ2 24: 2 cut or sold outQ2 24Q3 24: 0 bought or addedQ3 24: 1 cut or sold outQ4 24: 0 bought or addedQ4 24: 3 cut or sold outQ4 24Q1 25: 0 bought or addedQ1 25: 3 cut or sold outQ2 25: 2 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 2 cut or sold outQ4 25: 0 bought or addedQ4 25: 3 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202412
Q2 202402
Q3 202401
Q4 202403
Q1 202503
Q2 202522
Q3 202512
Q4 202503

Biggest buyers

None

Biggest sellers

Wilson & Boucher Capital Management, LLC Reduced -250-250
U S WEALTH GROUP, LLC. Reduced -169-169
Opus Capital Group, LLC Reduced -50-50

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 U S WEALTH GROUP, LLC. 1.65% of their portfolio WOODBURY, NY 21,32121.3k $2.5m $2.5m 1.65% Reduced -169 -169
2 Wilson & Boucher Capital Management, LLC 0.48% of their portfolio MORAGA, CA 6,2916.3k $737.4k $737.4k 0.48% Reduced -250 -250
3 Fruth Investment Management 0.16% of their portfolio HOUSTON, TX 4,9374.9k $578.0k $578.0k 0.16% Unchanged
4 Opus Capital Group, LLC 0.05% of their portfolio CINCINNATI, OH 3,7243.7k $436.0k $436.0k 0.05% Reduced -50 -50
5 Aldebaran Capital, LLC 0.38% of their portfolio CARMEL, IN 3,6003.6k $422.0k $422.0k 0.38% Unchanged
6 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $23 $23 0.00% Unchanged