Vault-13

Duke Energy Corp New

COM · CUSIP 26441C105

5 institutional holders +0 vs Q1 2026
18,30918.3k shares reported held*
$2.3mreported value*
0 new 1 added 1 reduced 0 sold out net sold ≈ $8.0k (-63 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 ≈ $126.55.

Trends to Q2 2026

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: 6Q1 26: 5Q2 26: 55Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 20265
Q2 20265

Buyers vs sellers

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

Bought or addedCut or sold out
404Q3 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 25Q1 26: 0 bought or addedQ1 26: 1 cut or sold outQ2 26: 1 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202401
Q4 202403
Q1 202503
Q2 202522
Q3 202512
Q4 202503
Q1 202601
Q2 202611

Biggest buyers

Opus Capital Group, LLC Added +77+77

Biggest sellers

Fruth Investment Management Reduced -140-140

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Wilson & Boucher Capital Management, LLC 0.47% of their portfolio MORAGA, CA 6,2916.3k $796.3k $796.3k 0.47% Unchanged
2 Fruth Investment Management 0.14% of their portfolio HOUSTON, TX 4,6164.6k $584.0k $584.0k 0.14% Reduced -140 -140
3 Opus Capital Group, LLC 0.05% of their portfolio CINCINNATI, OH 3,8013.8k $481.0k $481.0k 0.05% Added +77 +77
4 Aldebaran Capital, LLC 0.34% of their portfolio CARMEL, IN 3,6003.6k $455.7k $455.7k 0.34% Unchanged
5 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $23 $23 0.00% Unchanged