Sterling Investment Advisors, Ltd. - Duke Energy ownership

Duke Energy's ticker is DUK and the CUSIP is 264399106. A total of 7 filers reported holding Duke Energy in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sterling Investment Advisors, Ltd. ownership history of Duke Energy
ValueSharesWeighting
Q2 2022$33,000
-2.9%
305
+0.7%
0.01%
+10.0%
Q1 2022$34,000
+6.2%
303
+0.7%
0.01%
+11.1%
Q4 2021$32,000
-22.0%
301
-28.7%
0.01%
-25.0%
Q3 2021$41,000
+41.4%
422
+42.1%
0.01%
+50.0%
Q2 2021$29,000
+52.6%
297
+47.8%
0.01%
+33.3%
Q1 2021$19,000
+5.6%
201
+1.0%
0.01%0.0%
Q4 2020$18,000
+5.9%
199
+1.0%
0.01%
-14.3%
Q3 2020$17,000
+13.3%
197
+1.5%
0.01%
+16.7%
Q2 2020$15,0000.0%194
+1.0%
0.01%
-25.0%
Q1 2020$15,000
-11.8%
192
+1.1%
0.01%0.0%
Q4 2019$17,000
-5.6%
190
+0.5%
0.01%
-11.1%
Q3 2019$18,000
+12.5%
189
+1.1%
0.01%
+12.5%
Q2 2019$16,000
-5.9%
187
+1.1%
0.01%
-11.1%
Q1 2019$17,000
+13.3%
185
+1.6%
0.01%0.0%
Q4 2018$15,000
+7.1%
182
+0.6%
0.01%
+28.6%
Q3 2018$14,0001810.01%
Other shareholders
Duke Energy shareholders Q3 2021
NameSharesValueWeighting ↓
SCHULHOFF & CO INC 7,589$582,0000.36%
BENNICAS & ASSOCIATES, INC. 3,610$277,0000.23%
M. Kraus & Co 2,847$219,0000.16%
Cohen Klingenstein LLC 7,200$553,0000.10%
Baker Ellis Asset Management LLC 2,588$199,0000.06%
NORTHSTAR INVESTMENT ADVISORS LLC 2,949$226,0000.06%
CONNORS INVESTOR SERVICES INC 3,141$241,0000.05%
BALASA DINVERNO & FOLTZ LLC 4,527$348,0000.05%
Nelson Capital Management, LLC 1,333$102,0000.04%
D'Orazio & Associates, Inc. 571$44,0000.04%
View complete list of Duke Energy shareholders