Companies / Duke Energy Corp / Activity
Activity — Duke Energy Corp
537 moves.
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| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q1 2026 as of | Oppenheimer Asset Management Inc. 13F manager | Add | Common stock | $112.6K | +860 +0.51% | 170,388 0.02% of shares | low |
| Q2 2025 as of | Brighton Securities Corp. 13F manager | Trim | Common stock | $-110.8K | -939 -25.63% | 2,724 <0.01% of shares | low |
| Q1 2026 as of | Oxford Financial Group, Ltd. LLC 13F manager | Add | Common stock | $110.5K | +844 +42.52% | 2,829 <0.01% of shares | low |
| Q1 2025 as of | Revere Asset Management, Inc 13F manager | Trim | Common stock | $-108.6K | -890 -27.05% | 2,400 <0.01% of shares | low |
| Q1 2026 as of | Whittier Trust Co 13F manager | Trim | Common stock | $-107.9K | -821 -10.65% | 6,887 <0.01% of shares | low |
| Q2 2026 as of | Cannon Financial Strategists, Inc. 13F manager | Trim | Common stock | $-107.7K | -851 -12.44% | 5,989 <0.01% of shares | low |
| Q2 2026 as of | Trust Co of Vermont 13F manager | Add | Common stock | $106.6K | +842 +6.25% | 14,323 <0.01% of shares | low |
| Q2 2026 as of | Sittner & Nelson, LLC 13F manager | Add | Common stock | $106.2K | +839 +27.51% | 3,889 <0.01% of shares | low |
| Q1 2026 as of | Forvis Mazars Wealth Advisors, LLC 13F manager | Add | Common stock | $105.3K | +804 +4.32% | 19,428 <0.01% of shares | low |
| Q1 2026 as of | Bowen Hanes & Co Inc 13F manager | Trim | Common stock | $-104.8K | -800 -11.20% | 6,343 <0.01% of shares | low |
| Q1 2026 as of | OVERSEA-CHINESE BANKING Corp Ltd 13F manager | Add | Common stock | $104.5K | +798 +33.26% | 3,197 <0.01% of shares | low |
| Q1 2026 as of | Valmark Advisers, Inc. 13F manager | Trim | Common stock | $-103.8K | -793 -6.87% | 10,744 <0.01% of shares | low |
| Q2 2026 as of | Windward Capital Management Co /Ca 13F manager | Add | Common stock | $100.8K | +796 +1.25% | 64,368 <0.01% of shares | low |
| Q2 2026 as of | Personal Cfo Solutions, LLC 13F manager | Add | Common stock | $100.2K | +792 +15.42% | 5,929 <0.01% of shares | low |
| Q2 2026 as of | Aegis Wealth Management LLC 13F manager | Trim | Common stock | $-99.5K | -786 -13.01% | 5,257 <0.01% of shares | low |
| Q3 2025 as of | Brighton Securities Corp. 13F manager | Trim | Common stock | $-99.2K | -802 -29.44% | 1,922 <0.01% of shares | low |
| Q2 2026 as of | Texas Capital Bank Wealth Management Services Inc 13F manager | Trim | Common stock | $-98.1K | -775 -8.00% | 8,913 <0.01% of shares | low |
| Q2 2026 as of | Silver Oak Securities, Incorporated 13F manager | Add | Common stock | $94.3K | +745 +5.24% | 14,975 <0.01% of shares | low |
| Q3 2025 as of | Cresset Asset Management, LLC 13F manager | Add | Common stock | $94.1K | +760 +7.32% | 11,141 <0.01% of shares | low |
| Q1 2026 as of | Burns J W & Co INC/NY 13F manager | Trim | Common stock | $-93.8K | -716 -27.39% | 1,898 <0.01% of shares | low |
| Q1 2026 as of | Nations Financial Group Inc, /Ia/ /Adv 13F manager | Add | Common stock | $92.7K | +708 +12.07% | 6,576 <0.01% of shares | low |
| Q1 2026 as of | Moneta Group Investment Advisors LLC 13F manager | Add | Common stock | $88.9K | +679 +7.89% | 9,280 <0.01% of shares | low |
| Q1 2026 as of | Norris Perne & French LLP/MI 13F manager | Trim | Common stock | $-88.0K | -672 -21.57% | 2,444 <0.01% of shares | low |
| Q3 2025 as of | Aventura Private Wealth, LLC 13F manager | Trim | Common stock | $-83.8K | -677 -39.02% | 1,058 <0.01% of shares | low |
| Q1 2026 as of | Integrity Alliance, LLC. 13F manager | Add | Common stock | $81.8K | +625 +7.99% | 8,452 <0.01% of shares | low |
| Q1 2026 as of | Janney Montgomery Scott LLC 13F manager | Exit | Common stock | $-80.3K | -685K -100.00% | 0 | low |
| Q1 2026 as of | SCS Capital Management LLC 13F manager | Trim | Common stock | $-76.7K | -586 -6.88% | 7,927 <0.01% of shares | low |
| Q1 2026 as of | Ballentine Partners, LLC 13F manager | Add | Common stock | $76.3K | +583 +5.79% | 10,654 <0.01% of shares | low |
| Q2 2025 as of | Revere Asset Management, Inc 13F manager | Trim | Common stock | $-70.8K | -600 -25.00% | 1,800 <0.01% of shares | low |
| Q1 2026 as of | Fukoku Mutual Life Insurance Co 13F manager | Trim | Common stock | $-68.9K | -526 -0.22% | 243,944 0.03% of shares | low |
| Q2 2026 as of | Focused Wealth Management, Inc 13F manager | Add | Common stock | $68.9K | +544 +14.16% | 4,386 <0.01% of shares | low |
| Q1 2026 as of | Huntleigh Advisors, Inc. 13F manager | Add | Common stock | $68.2K | +521 +6.41% | 8,649 <0.01% of shares | low |
| Q3 2025 as of | Pine Valley Investments Ltd Liability Co 13F manager | Add | Common stock | $68.2K | +551 +24.75% | 2,777 <0.01% of shares | low |
| Q2 2026 as of | Dakota Wealth Management 13F manager | Add | Common stock | $67.0K | +529 +3.90% | 14,081 <0.01% of shares | low |
| Q1 2026 as of | Baldwin Investment Management, LLC 13F manager | Trim | Common stock | $-66.0K | -504 -6.44% | 7,322 <0.01% of shares | low |
| Q1 2026 as of | Texas Yale Capital Corp. 13F manager | Add | Common stock | $65.5K | +500 +1.54% | 32,936 <0.01% of shares | low |
| Q1 2026 as of | Aull & Monroe Investment Management Corp 13F manager | Add | Common stock | $65.5K | +500 +1.26% | 40,059 <0.01% of shares | low |
| Q1 2026 as of | Chesley Taft & Associates LLC 13F manager | Trim | Common stock | $-64.8K | -495 -4.20% | 11,301 <0.01% of shares | low |
| Q1 2026 as of | Clearbridge Investments, LLC 13F manager | Trim | Common stock | $-63.5K | -485 -4.40% | 10,537 <0.01% of shares | low |
| Q2 2026 as of | Muirfield Wealth Advisors LLC 13F manager | Trim | Common stock | $-61.5K | -486 -15.71% | 2,608 <0.01% of shares | low |
| Q1 2026 as of | MassMutual Private Wealth & Trust, FSB 13F manager | Trim | Common stock | $-61.1K | -467 -1.95% | 23,449 <0.01% of shares | low |
| Q1 2026 as of | Spinnaker Trust 13F manager | Add | Common stock | $61.0K | +466 +8.39% | 6,017 <0.01% of shares | low |
| Q1 2025 as of | Elevation Point Wealth Partners, LLC 13F manager | Add | Common stock | $60.7K | +498 +4.16% | 12,455 <0.01% of shares | low |
| Q1 2026 as of | Kanawha Capital Management LLC 13F manager | Trim | Common stock | $-60.5K | -462 -5.45% | 8,008 <0.01% of shares | low |
| Q1 2026 as of | Holderness Investments Co 13F manager | Add | Common stock | $59.6K | +455 +1.15% | 39,960 <0.01% of shares | low |
| Q1 2026 as of | Greenleaf Trust 13F manager | Trim | Common stock | $-59.1K | -451 -2.18% | 20,277 <0.01% of shares | low |
| Q1 2026 as of | Brown Advisory Inc 13F manager | Add | Common stock | $57.9K | +442 +0.81% | 55,284 <0.01% of shares | low |
| Q1 2026 as of | Capital City Trust CO/FL 13F manager | Add | Common stock | $57.6K | +440 +24.11% | 2,265 <0.01% of shares | low |
| Q4 2021 as of | Leonteq Securities AG 13F manager | Trim | Common stock | $-57.3K | -546 -48.88% | 571 <0.01% of shares | low |
| Q1 2026 as of | Wbh Advisory Inc 13F manager | Trim | Common stock | $-57.2K | -437 -10.41% | 3,762 <0.01% of shares | low |