Duke Energy Corp shareholder history

Current and past Duke Energy Corp shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Violich Capital Management, Inc. 45450.13%0.21%0.30%Q2 2013Q2 202445
West Oak Capital, LLC 45450.01%0.02%0.10%Q2 2013Q2 202445
Fruth Investment Management 45450.15%0.31%0.48%Q2 2013Q2 202445
Opus Capital Group, LLC 43430.01%0.08%0.15%Q4 2013Q2 202443
HUNTINGTON NATIONAL BANK 2120.00%0.09%0.29%Q1 2009Q2 202437
Cohen Capital Management, Inc. 35350.51%0.61%0.76%Q2 2013Q4 202135
MITCHELL MCLEOD PUGH & WILLIAMS INC 34340.47%0.68%0.87%Q4 2014Q1 202334
Argyle Capital Management Inc. 34341.34%1.59%1.97%Q2 2013Q3 202134
WILKINS INVESTMENT COUNSEL INC 33330.10%0.19%0.33%Q2 2013Q2 202133
CACTI ASSET MANAGEMENT LLC 29290.01%0.01%0.02%Q2 2013Q2 202029
GRIMES & COMPANY, INC. 2810.05%0.09%0.22%Q2 2013Q3 202029
WBH ADVISORY INC 29290.16%0.28%0.44%Q2 2013Q2 202029
NOVARE CAPITAL MANAGEMENT LLC 2520.03%0.15%0.82%Q2 2013Q1 202027
American Research & Management Co. 2060.04%0.18%0.42%Q2 2013Q4 201926
MARSHWINDS ADVISORY CO 23231.06%1.33%1.64%Q2 2013Q4 201823
Sonora Investment Management, LLC 23230.00%0.01%0.02%Q3 2015Q1 202123
FRONTIER INVESTMENT MGMT CO 21210.02%0.03%0.06%Q4 2014Q4 201921
ASSET ADVISORS CORP 21210.04%0.13%0.36%Q2 2013Q2 201821
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 930.02%0.03%0.05%Q4 2013Q3 201920
PRENTISS SMITH & CO INC 1710.03%0.05%0.15%Q2 2013Q4 201718
Your Advocates Ltd., LLP 18180.00%0.00%0.01%Q1 2020Q2 202418
Welch Group, LLC 1110.02%0.06%0.10%Q3 2014Q4 201916
Redwood Investments, LLC 14140.00%0.01%0.01%Q2 2013Q3 201614
Baldwin Investment Management, LLC 1210.07%0.12%0.22%Q1 2014Q1 202113
M&R CAPITAL MANAGEMENT INC 12120.24%0.30%0.37%Q2 2013Q1 201612
MARATHON CAPITAL MANAGEMENT 12120.19%0.32%0.46%Q2 2013Q1 201612
SeaBridge Investment Advisors LLC 12120.00%0.00%0.01%Q2 2013Q1 201612
Kingfisher Capital LLC 12120.19%0.24%0.27%Q2 2013Q1 201612
RATIONAL ADVISORS LLC 510.07%0.20%0.31%Q1 2009Q2 201211
Wilson & Boucher Capital Management, LLC 11110.51%0.76%1.01%Q4 2021Q2 202411
Richard C. Young & CO., LTD. 10100.16%1.81%2.26%Q2 2013Q3 201510
Hanson & Doremus Investment Management 990.88%1.03%1.27%Q2 2013Q2 20159
LBMC INVESTMENT ADVISORS, LLC 990.06%0.08%0.10%Q3 2014Q3 20169
NAPLES GLOBAL ADVISORS, LLC 710.14%0.18%0.23%Q1 2014Q3 20168
Armbruster Capital Management, Inc. 880.04%0.06%0.09%Q4 2015Q3 20178
Zeit Capital LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Arbor Investment Advisors, LLC 770.29%0.42%0.51%Q4 2010Q2 20127
MUFG Americas Holdings Corp 770.07%0.09%0.10%Q4 2010Q2 20127
CULLINAN ASSOCIATES INC 770.10%0.27%0.38%Q3 2016Q1 20187
Aldebaran Capital, LLC 770.32%0.35%0.38%Q4 2022Q2 20247
Vigilant Capital Management, LLC 660.01%0.01%0.01%Q1 2014Q2 20156
IFP Advisors, Inc 660.00%0.00%0.00%Q1 2020Q2 20216
GOLDMAN SACHS GROUP INC 220.00%0.02%0.07%Q1 2012Q2 20126
HSBC HOLDINGS PLC 220.01%0.03%0.06%Q1 2012Q2 20125
Aviance Capital Partners, LLC 550.15%0.16%0.18%Q2 2013Q2 20145
Jolley Asset Management, LLC 550.11%0.14%0.15%Q2 2013Q2 20145
Glenview Trust Co 110.04%0.05%0.05%Q4 2008Q4 20114
SECURIAN ASSET MANAGEMENT, INC 440.13%0.14%0.15%Q3 2011Q2 20124
GUARDIAN INVESTMENT MANAGEMENT 311.36%1.44%1.50%Q2 2013Q2 20144
Karp Capital Management Corp 440.00%0.00%0.00%Q4 2014Q3 20154
KELLY LAWRENCE W & ASSOCIATES INC/CA 310.00%0.00%0.00%Q2 2013Q2 20144
Parametric Risk Advisors LLC 440.02%0.02%0.02%Q2 2013Q1 20144
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 440.20%0.24%0.26%Q3 2011Q2 20124
KARPAS STRATEGIES, LLC 440.20%0.21%0.23%Q2 2013Q1 20144
Zurcher Kantonalbank (Zurich Cantonalbank) 330.20%0.22%0.24%Q4 2011Q2 20123
NORTH STAR ASSET MANAGEMENT INC 330.03%0.03%0.04%Q2 2013Q4 20133
HOURGLASS CAPITAL, LLC 330.07%0.07%0.08%Q2 2013Q4 20133
Madden Advisory Services, Inc. 330.01%0.01%0.01%Q2 2013Q4 20133
FULTON BREAKEFIELD BROENNIMAN LLC 330.18%0.20%0.22%Q2 2013Q4 20133
Main Street Research LLC 330.05%0.06%0.06%Q2 2013Q4 20133
First Horizon Advisors, Inc. 220.08%0.08%0.08%Q1 2012Q2 20122
Buffington Mohr McNeal 221.51%1.55%1.59%Q4 2013Q1 20142
NORTH POINT PORTFOLIO MANAGERS CORP/OH 220.06%0.06%0.06%Q2 2013Q3 20132
Syntal Capital Partners, LLC 220.41%0.45%0.49%Q2 2019Q3 20192
Glassman Wealth Services 220.02%0.02%0.02%Q4 2014Q1 20152
AlphaMark Advisors, LLC 220.09%0.10%0.11%Q2 2013Q3 20132
CHARTWELL INVESTMENT PARTNERS/PA 220.02%0.02%0.02%Q3 2013Q4 20132
SCHMIDT P J INVESTMENT MANAGEMENT INC 221.80%1.93%2.07%Q1 2012Q2 20122
Financial Advantage, Inc. 223.75%3.79%3.84%Q2 2013Q3 20132
Bragg Financial Advisors, Inc 220.41%0.43%0.44%Q2 2013Q3 20132
AFT, FORSYTH & COMPANY, INC. 220.13%0.14%0.15%Q2 2013Q3 20132
SASCO CAPITAL INC / CT/ 111.75%1.75%1.75%Q1 2015Q1 20151
FIRST NATIONAL CORP /MA/ /ADV 110.39%0.39%0.39%Q4 2018Q4 20181
Neuberger Berman Group LLC 110.00%0.00%0.00%Q3 2013Q3 20131
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
BRAUN STACEY ASSOCIATES INC 110.00%0.00%0.00%Q2 2015Q2 20151
BCWM, LLC 111.88%1.88%1.88%Q1 2016Q1 20161
Barrington Strategic Wealth Management Group LLC 110.51%0.51%0.51%Q2 2013Q2 20131
FinTrust Investment Advisory Services, LLC 111.56%1.56%1.56%Q2 2013Q2 20131
PEDDOCK CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Mine & Arao Wealth Creation & Management, LLC. 110.00%0.00%0.00%Q2 2020Q2 20201
Friedberg Investment Management 110.15%0.15%0.15%Q2 2013Q2 20131
PRIVATE CAPITAL MANAGEMENT INC 110.28%0.28%0.28%Q4 2015Q4 20151
ADVISORS MANAGEMENT GROUP INC /ADV 111.72%1.72%1.72%Q1 2016Q1 20161
HWG Holdings LP 110.24%0.24%0.24%Q4 2013Q4 20131
External links

This page lists all the filers that currently own Duke Energy Corp or have owned Duke Energy Corp in the past.