DUK — DUKE ENERGY CORP NEW

Ownership history in Key Client Fiduciary Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Key Client Fiduciary Advisors, LLC 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
0.1% (2025 Q1)
Avg. % of fund
0.08%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 1,717 +2 +0.1% 0.07% $212K $121.65
2025 Q2 UNCHANGED 1,715 — 0% 0.08% $202K $115.00
2025 Q1 REDUCED 1,715 -212 -11.0% 0.10% $209K $117.80
2024 Q4 INITIATED 1,927 — — 0.09% $208K $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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