BALASA DINVERNO & FOLTZ LLC - Duke Energy ownership

Duke Energy's ticker is DUK and the CUSIP is 264399106. A total of 4 filers reported holding Duke Energy in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BALASA DINVERNO & FOLTZ LLC ownership history of Duke Energy
ValueSharesWeighting
Q1 2020$276,000
-21.8%
3,416
-11.8%
0.04%
-5.4%
Q4 2019$353,000
+6.6%
3,872
+12.1%
0.04%
-2.6%
Q3 2019$331,000
+9.6%
3,455
+0.9%
0.04%
+8.6%
Q2 2019$302,000
-4.4%
3,424
-2.5%
0.04%
-7.9%
Q1 2019$316,000
+13.3%
3,513
+8.8%
0.04%
+8.6%
Q4 2018$279,000
-2.1%
3,228
-9.5%
0.04%
+9.4%
Q3 2018$285,000
+5.9%
3,566
+4.7%
0.03%
-17.9%
Q2 2018$269,000
-33.6%
3,405
-34.9%
0.04%
-36.1%
Q1 2018$405,000
-49.5%
5,234
-45.1%
0.06%
-48.7%
Q4 2017$802,000
+19.2%
9,541
+19.0%
0.12%
+13.3%
Q3 2017$673,000
+19.3%
8,016
+18.9%
0.10%
+14.1%
Q2 2017$564,000
+13.3%
6,744
+11.0%
0.09%
+9.5%
Q1 2017$498,000
+9.5%
6,074
+3.6%
0.08%
+9.1%
Q4 2016$455,000
+67.3%
5,861
+72.4%
0.08%
+54.0%
Q3 2016$272,000
+5.4%
3,399
+13.1%
0.05%
+8.7%
Q2 2016$258,000
+5.3%
3,004
-1.0%
0.05%
+4.5%
Q1 2016$245,000
+2.9%
3,034
-8.8%
0.04%
+10.0%
Q4 2015$238,000
-18.8%
3,327
-18.4%
0.04%
-23.1%
Q3 2015$293,000
-14.8%
4,075
-16.3%
0.05%
-7.1%
Q2 2015$344,000
-1.1%
4,870
+7.6%
0.06%
+12.0%
Q1 2015$348,000
-9.6%
4,527
-1.7%
0.05%
-9.1%
Q4 2014$385,000
+23.0%
4,606
+10.0%
0.06%
+17.0%
Q3 2014$313,000
+7.9%
4,189
+7.3%
0.05%
+42.4%
Q2 2014$290,000
+0.3%
3,905
-3.8%
0.03%
-5.7%
Q1 2014$289,000
+11.2%
4,061
+7.9%
0.04%
-2.8%
Q4 2013$260,000
+7.0%
3,764
+3.3%
0.04%
-10.0%
Q3 2013$243,000
-7.6%
3,644
-6.4%
0.04%
-14.9%
Q2 2013$263,0003,8930.05%
Other shareholders
Duke Energy shareholders Q3 2023
NameSharesValueWeighting ↓
SCHULHOFF & CO INC 10,858$1,212,0000.51%
BENNICAS & ASSOCIATES, INC. 2,571$287,0000.14%
Cohen Klingenstein LLC 16,200$1,809,0000.08%
CONNORS INVESTOR SERVICES INC 4,145$463,0000.05%
Sterling Investment Advisors, Ltd. 303$34,0000.01%
Capital Directions Investment Advisors, LLC 144$16,0000.01%
HUNTINGTON NATIONAL BANK 1$00.00%
View complete list of Duke Energy shareholders