DOSSIER · 13F Holders · Q4 2025

Duke Energy Corporation

7 institutions still hold Duke Energy Corporation as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26441C105·7 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$5M
visible holders
Holders
7
filers reporting
Concentration
51.41%
U S WEALTH GROUP, LLC. #1
top holder share
AI Holders Summary · Q4 2025

7 institutions reported Duke Energy Corporation in Q4 2025. U S WEALTH GROUP, LLC. leads at 51.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
U S WEALTH GROUP, LLC.
CIK 0001554427
$2M21K1.65%Q4 2025
02
Wilson & Boucher Capital Management, LLC
CIK 0001903579
$796K6K0.47%Q2 2026
03
Fruth Investment Management
CIK 0001416856
$622K5K0.15%Q1 2026
04
Opus Capital Group, LLC
CIK 0001330325
$488K4K0.05%Q1 2026
05
Aldebaran Capital, LLC
CIK 0001448430
$456K4K0.34%Q2 2026
06
West Oak Capital, LLC
CIK 0001387399
$3873130.02%Q3 2025
07
HUNTINGTON NATIONAL BANK
CIK 0000049205
$2310.00%Q2 2026