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
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Increased 0.49%
0.18%
$4.196M
38,948 shares@ 107.75 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Increased 31.47%
0.02%
$4.035M
37,449 shares@ 107.74 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Increased 121.91%
0.02%
$3.993M
37,063 shares@ 107.74 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Increased 7.2%
0.63%
$3.983M
36,965 shares@ 107.74 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 11.17%
0.07%
$3.551M
32,963 shares@ 107.74 avg price
Mark Sorensen@Royal Fund Management, Llc
Recent Activity
Increased 1.85%
0.34%
$3.578M
32,782 shares@ 109.16 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
Decreased 0%
0.14%
$3.515M
32,621 shares@ 107.74 avg price
Evan J. Lynch@Lynch & Associates In
Recent Activity
Decreased -0.7%
0.74%
$3.38M
31,370 shares@ 107.75 avg price
Gregory Bavedas@Constitution Capital Llc
Recent Activity
Increased 12.94%
1.89%
$3.367M
31,254 shares@ 107.75 avg price
Cathy Thomas@Triangle Securities Wealth Management
Recent Activity
Increased 3.45%
0.85%
$3.296M
30,589 shares@ 107.74 avg price