Duke Energy: which funds own it

Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow for free

Sections with a free account

No concentrated manager holds it.

Who owns Duke Energy?

As of Jun 30, 2026, the largest holders reported on Form 13F were U S Wealth Group (23,860 shares), Wilson & Boucher Capital Management (6,291 shares) and Fruth Investment Management (4,616 shares).

Which institutions hold the most Duke Energy shares?

Per Form 13F filings as of Jun 30, 2026:

1. U S Wealth Group: 23,860 shares
2. Wilson & Boucher Capital Management: 6,291 shares
3. Fruth Investment Management: 4,616 shares
4. Opus Capital Group: 3,801 shares
5. Aldebaran Capital: 3,600 shares

We hold 13D and 13G filings made since December 2024: a holder above 5% that has not filed since then does not appear here.

Concentrated managers

—

All 13F: 6

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$126.56

-3.3% in the quarter · reported value ÷ shares, not the quote

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders (all 13F filers)

U S Wealth Group24 KWealth adviser+2,983
Wilson & Boucher Capital Management6,291Type not verified0
Fruth Investment Management4,616Type not verified−140
Opus Capital Group3,801Type not verified+77
Aldebaran Capital3,600Type not verified0

Filer	Type
U S Wealth Group	Wealth adviser	24 K	+2,983	$3.0M
Wilson & Boucher Capital Management	Type not verified	6,291	0	$796K
Fruth Investment Management	Type not verified	4,616	−140	$584K
Opus Capital Group	Type not verified	3,801	+77	$481K
Aldebaran Capital	Type not verified	3,600	0	$456K

U S Wealth Group
Shares
24 K
Change
+2,983
See more
Type
Wealth adviser
Value
$3.0M
Wilson & Boucher Capital Management
Shares
6,291
Change
0
See more
Type
Type not verified
Value
$796K
Fruth Investment Management
Shares
4,616
Change
−140
See more
Type
Type not verified
Value
$584K
Opus Capital Group
Shares
3,801
Change
+77
See more
Type
Type not verified
Value
$481K
Aldebaran Capital
Shares
3,600
Change
0
See more
Type
Type not verified
Value
$456K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Insiders (Form 4)

Officers and directors who bought (6 m)

no data

Amount (6 m)

no data

CEO/CFO bought (12 m)

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Latest trades, with date and filing →

Above 5% (13D/13G)

This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.

No recent filings.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.