DUK — DUKE ENERGY CORP NEW

Ownership history in Carson Advisory Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in DUKE ENERGY CORP NEW (DUK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.58% (2025 Q1)
Avg. % of fund
2.08%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 30,925 -497 -1.6% 1.88% $3.6M $116.22
2025 Q3 ADDED 31,422 +1 +0.0% 2.10% $3.9M $121.65
2025 Q2 ADDED 31,421 +2 +0.0% 2.36% $3.7M $115.00
2025 Q1 REDUCED 31,419 -217 -0.7% 2.58% $3.8M $117.80
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DUK price (monthly, adj. close)

Other funds also holding DUK

As of 2025 Q4 — sorted by position size

Reliant Investment Partners, LLC 5.75% Bruce & Co., Inc. 3Y 7Y 5.66% CINCINNATI CASUALTY CO 3Y 7Y 3.94% Eliot Finkel Investment Counsel, LLC 3Y 7Y 3.42% LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3Y 3.07% Ausbil Investment Management Ltd 3Y 2.94% Wealth Group, Ltd. 2.71% VIRGINIA WEALTH MANAGEMENT GROUP, INC. 3Y 2.71% Slocum, Gordon & Co LLP 2.56% EDGAR LOMAX CO/VA 3Y 7Y 2.47%
← Back to Carson Advisory Inc. Holdings