DUK

Duke Energy Corp

Latest period2024 - Q4Total superinvestors332

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 332 superinvestors own shares of Duke Energy Corp (DUK), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Duke Energy Corp (DUK), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Duke Energy Corp (DUK) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Duke Energy Corp (DUK) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lisa Donnelly@Tompkins Financial Corp
Recent Activity
Increased 1.69%
0.87%
$9.316M
86,465 shares@ 107.75 avg price
Robert Key@Ccm Investment Advisers Llc
Recent Activity
Increased 24.32%
1%
$9.008M
83,610 shares@ 107.75 avg price
Eileen Holmes@Churchill Management Corp
Recent Activity
Increased 3.59%
0.09%
$8.101M
75,187 shares@ 107.74 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 4.23%
0.08%
$7.404M
68,721 shares@ 107.75 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 48.89%
0.07%
$6.708M
62,259 shares@ 107.75 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 0.39%
0.13%
$6.199M
57,541 shares@ 107.74 avg price
Aryn Sands@Kmg Fiduciary Partners, Llc
Recent Activity
Increased 5.48%
0.47%
$5.613M
52,097 shares@ 107.75 avg price
Tom Mathew@Beacon Investment Advisory Services, Inc.
Recent Activity
Increased 5.06%
0.23%
$5.119M
47,517 shares@ 107.75 avg price
Rick Sanford@Whitener Capital Management, Inc.
Recent Activity
Increased 0.99%
1.34%
$4.761M
44,187 shares@ 107.75 avg price
John Phillips V@Red Door Wealth Management, Llc
Recent Activity
Increased 8.12%
0.72%
$4.666M
43,309 shares@ 107.74 avg price