DUK — DUKE ENERGY CORP NEW

Ownership history in Griffith & Werner, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Griffith & Werner, 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
1.78% (2025 Q1)
Avg. % of fund
1.64%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 26,063 +387 +1.5% 1.56% $3.1M $116.22
2025 Q3 ADDED 25,676 +2,141 +9.1% 1.63% $3.2M $121.65
2025 Q1 ADDED 23,535 +1,204 +5.4% 1.78% $2.9M $117.80
2024 Q4 INITIATED 22,331 — — 1.59% $2.4M $103.10
% 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%
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