Stock ownership · SEC 13F · Q4 2025

DUKE ENERGY CORP NEW

A breakdown of DUKE ENERGY CORP NEW's institutional base (CUSIP 26441C204): the holders, the concentration among them, and what changed last quarter.

$42.0M
Reported value
15
Institutions
95%
Top-5 share

The verdict

15 institutional filers report $42.0M of DUKE ENERGY CORP NEW on their books as of Q4 2025. DUKE ENERGY CORP NEW is a position with modest but real institutional breadth, and that ownership is held overwhelmingly by a small core of institutions.

15
institutions hold it
$42.0M
reported 13F value
95%
held by top 5
#137
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$42.0M

Institutional 13F value

Institutions

15

Reporting holders

Top-5 concentration

95%

Held by 5 largest

New buyers

12

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%95%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 66.0%

DUKE ENERGY CORP NEW is more widely held than about 66% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of DUKE ENERGY CORP NEW
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a DUKE ENERGY CORP NEW position has risen from 11 to 15 over the last 8 quarters of 13F filings.

510152025 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 15
Distinct 13F filers holding DUKE ENERGY CORP NEW, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Oak Grove Capital LLC 119,750 $14.0M 33.4%
2 Anchor Investment Management, LLC 82,786 $9.7M 23.1%
3 Pacer Advisors, Inc. 70,723 $8.3M 19.7%
4 MARINER INVESTMENT GROUP LLC 51,250 $6.0M 14.3%
5 MidFirst Bank 17,445 $1.8M 4.3%
6 Cross Staff Investments Inc 6,449 $756K 1.8%
7 DGS Capital Management, LLC 3,609 $423K 1.0%
8 CHELSEA COUNSEL CO 2,801 $328K 0.8%
9 Barnes Wealth Management Group, Inc 2,610 $306K 0.7%
10 Alternative Investment Advisors, LLC. 1,746 $205K 0.5%
11 Strategic Investment Solutions, Inc. /IL 771 $90K 0.2%
12 Bell Investment Advisors, Inc 258 $30K 0.1%
13 TD Capital Management LLC 182 $21K 0.1%
14 Compass Financial Services Inc 93 $11K 0.0%
15 SG Trading Solutions, LLC 3,734 $438 0.0%

Latest Quarter Activity · Q4 2025

What the data says about DUKE ENERGY CORP NEW

A handful of institutions account for most of the reported institutional float here.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put DUKE ENERGY CORP NEW in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold DUKE ENERGY CORP NEW?
DUKE ENERGY CORP NEW is held by 15 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of DUKE ENERGY CORP NEW?
Institutions report $42.0M of DUKE ENERGY CORP NEW as of Q4 2025.
How concentrated is ownership of DUKE ENERGY CORP NEW?
The top five institutional holders account for 95% of the reported institutional value in DUKE ENERGY CORP NEW, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of DUKE ENERGY CORP NEW?
Oak Grove Capital LLC is the largest reported holder of DUKE ENERGY CORP NEW with $14.0M across 119,750 shares as of Q4 2025.
Where does this DUKE ENERGY CORP NEW data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.