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 | Ci Investments Inc. 13F manager | Add | Common stock | $56.7K | +433 +3.07% | 14,520 <0.01% of shares | low |
| Q1 2026 as of | John Boyer, Inc. 13F manager | Add | Common stock | $55.9K | +427 +12.23% | 3,918 <0.01% of shares | low |
| Q2 2025 as of | First National Bank of Omaha 13F manager | Trim | Common stock | $-52.7K | -447 -1.62% | 27,197 <0.01% of shares | low |
| Q3 2021 as of | Leonteq Securities AG 13F manager | Add | Common stock | $52.6K | +539 +93.25% | 1,117 <0.01% of shares | low |
| Q1 2026 as of | Prosperity Bancshares Inc 13F manager | Trim | Common stock | $-51.9K | -396 -28.99% | 970 <0.01% of shares | low |
| Q3 2025 as of | Nwam LLC 13F manager | Trim | Common stock | $-51.7K | -403 -7.11% | 5,265 <0.01% of shares | low |
| Q2 2021 as of | Leonteq Securities AG 13F manager | Trim | Common stock | $-51.7K | -524 -47.55% | 578 <0.01% of shares | low |
| Q2 2026 as of | Lloyd Advisory Services, LLC. 13F manager | Trim | Common stock | $-51.3K | -405 -14.65% | 2,360 <0.01% of shares | low |
| Q2 2025 as of | Virtus Advisers, LLC 13F manager | Add | Common stock | $50.5K | +428 +80.00% | 963 <0.01% of shares | low |
| Q2 2026 as of | Aspen Wealth Strategies, LLC 13F manager | Add | Common stock | $50.1K | +396 +6.63% | 6,370 <0.01% of shares | low |
| Q2 2026 as of | CVA Family Office, LLC 13F manager | Add | Common stock | $49.9K | +394 +7.75% | 5,477 <0.01% of shares | low |
| Q4 2025 as of | Holos Integrated Wealth LLC 13F manager | Add | Common stock | $49.3K | +420 +49.35% | 1,271 <0.01% of shares | low |
| Q1 2023 as of | Leonteq Securities AG 13F manager | Trim | Common stock | $-47.2K | -489 -20.87% | 1,854 <0.01% of shares | low |
| Q1 2026 as of | Argyle Capital Management, LLC 13F manager | Trim | Common stock | $-45.8K | -350 -1.13% | 30,684 <0.01% of shares | low |
| Q1 2026 as of | American National Bank & Trust 13F manager | Trim | Common stock | $-45.6K | -348 -1.51% | 22,758 <0.01% of shares | low |
| Q4 2025 as of | Scarborough Advisors, LLC 13F manager | Add | Common stock | $45.4K | +387 +30.79% | 1,644 <0.01% of shares | low |
| Q1 2026 as of | SG Americas Securities, LLC 13F manager | Trim | Common stock | $-45.2K | -345K -41.02% | 495,934 0.06% of shares | low |
| Q1 2026 as of | Destination Wealth Management 13F manager | Add | Common stock | $45.0K | +344 +7.74% | 4,788 <0.01% of shares | low |
| Q1 2026 as of | Flputnam Investment Management Co 13F manager | Add | Common stock | $44.5K | +340 +5.20% | 6,884 <0.01% of shares | low |
| Q4 2023 as of | Leonteq Securities AG 13F manager | Trim | Common stock | $-43.8K | -451 -21.75% | 1,623 <0.01% of shares | low |
| Q1 2026 as of | BLB&B Advisors, LLC 13F manager | Add | Common stock | $43.7K | +334 +1.56% | 21,779 <0.01% of shares | low |
| Q1 2026 as of | Evermay Wealth Management LLC 13F manager | Trim | Common stock | $-43.1K | -329 -3.59% | 8,831 <0.01% of shares | low |
| Q4 2024 as of | Elevation Point Wealth Partners, LLC 13F manager | Add | Common stock | $42.3K | +393 +3.40% | 11,957 <0.01% of shares | low |
| Q3 2025 as of | DGS Capital Management, LLC 13F manager | Add | Common stock | $42.0K | +339 +19.06% | 2,118 <0.01% of shares | low |
| Q2 2026 as of | Harborfront Financial Group LLC 13F manager | New | Common stock | $40.9K | +323 | 323 <0.01% of shares | low |
| Q1 2026 as of | Bridges Investment Management Inc 13F manager | Trim | Common stock | $-40.9K | -312 -6.07% | 4,824 <0.01% of shares | low |
| Q1 2026 as of | Essex Financial Services, Inc. 13F manager | Trim | Common stock | $-40.1K | -306 -1.87% | 16,081 <0.01% of shares | low |
| Q1 2026 as of | Farmers & Merchants Investments Inc 13F manager | Add | Common stock | $39.5K | +302 +0.55% | 55,535 <0.01% of shares | low |
| Q2 2025 as of | Elevation Point Wealth Partners, LLC 13F manager | Add | Common stock | $38.7K | +328 +2.63% | 12,783 <0.01% of shares | low |
| Q1 2026 as of | Point Windward Advisors Inc. 13F manager | Add | Common stock | $38.6K | +295 +2.60% | 11,640 <0.01% of shares | low |
| Q2 2026 as of | Meeder Asset Management Inc 13F manager | Trim | Common stock | $-38.5K | -303 -99.67% | 1 0.00% of shares | low |
| Q3 2024 as of | Cornerstone National Bank & Trust Co 13F manager | New | Common stock | $38.4K | +333 | 333 <0.01% of shares | low |
| Q1 2026 as of | Keel Point, LLC 13F manager | Trim | Common stock | $-36.9K | -282 -4.36% | 6,188 <0.01% of shares | low |
| Q1 2026 as of | Westwood Holdings Group Inc 13F manager | Trim | Common stock | $-36.3K | -277 -1.46% | 18,709 <0.01% of shares | low |
| Q2 2026 as of | Timothy G. Youngquist 2020 Irrevocable Trust 13F manager | Exit | Common stock | $-35.9K | -274 -100.00% | 0 | low |
| Q1 2026 as of | Timothy G. Youngquist 2020 Irrevocable Trust 13F manager | New | Common stock | $35.9K | +274 | 274 <0.01% of shares | low |
| Q1 2026 as of | Windward Capital Management Co /Ca 13F manager | Add | Common stock | $35.9K | +274 +0.43% | 63,572 <0.01% of shares | low |
| Q3 2024 as of | Danske Bank A/S 13F manager | Add | Common stock | $34.6K | +300 +4.49% | 6,987 <0.01% of shares | low |
| Q4 2025 as of | Nalls Sherbakoff Group, LLC 13F manager | Add | Common stock | $33.5K | +286 +10.17% | 3,097 <0.01% of shares | low |
| Q2 2025 as of | Pine Valley Investments Ltd Liability Co 13F manager | Add | Common stock | $33.0K | +280 +14.39% | 2,226 <0.01% of shares | low |
| Q1 2026 as of | Bragg Financial Advisors, Inc 13F manager | Trim | Common stock | $-32.5K | -248 -0.67% | 36,760 <0.01% of shares | low |
| Q2 2026 as of | Novare Capital Management LLC 13F manager | Trim | Common stock | $-32.3K | -255 -1.95% | 12,823 <0.01% of shares | low |
| Q2 2026 as of | Towarzystwo Funduszy Inwestycyjnych Pzu SA 13F manager | Add | Common stock | $32.2K | +254 +28.86% | 1,134 <0.01% of shares | low |
| Q2 2026 as of | Burke & Herbert Bank & Trust Co 13F manager | Trim | Common stock | $-31.6K | -250 -1.75% | 13,997 <0.01% of shares | low |
| Q1 2026 as of | United Bank 13F manager | Trim | Common stock | $-31.4K | -240 -3.67% | 6,305 <0.01% of shares | low |
| Q4 2025 as of | Nwam LLC 13F manager | Trim | Common stock | $-31.3K | -264 -5.01% | 5,001 <0.01% of shares | low |
| Q1 2021 as of | Leonteq Securities AG 13F manager | Trim | Common stock | $-30.1K | -312 -22.07% | 1,102 <0.01% of shares | low |
| Q2 2024 as of | Danske Bank A/S 13F manager | Add | Common stock | $30.1K | +300 +4.70% | 6,687 <0.01% of shares | low |
| Q1 2026 as of | Sawgrass Asset Management LLC 13F manager | Add | Common stock | $29.5K | +225 +5.99% | 3,979 <0.01% of shares | low |
| Q2 2025 as of | Savant Capital, LLC 13F manager | Trim | Common stock | $-29.4K | -249 -0.43% | 58,288 <0.01% of shares | low |