SEC 13F Intelligence

Janney Montgomery Scott LLC / DUK

Janney Montgomery Scott LLC’s Duke Energy Corp New Position

Does Janney Montgomery Scott LLC own Duke Energy Corp New (DUK)? Not currently — the last reported position was 685.0K shares worth $80M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$80M
Q4 2025
Shares
685.0K
% of Portfolio
+0.18%
Quarters Held
28
position exited

Position History DUK

Reported value by quarter
Q1 ’19: $26MQ1 ’19Q2 ’19: $25MQ3 ’19: $30MQ4 ’19: $29MQ1 ’20: $25MQ1 ’20Q2 ’20: $31MQ3 ’20: $38MQ4 ’20: $41MQ1 ’21: $45MQ1 ’21Q2 ’21: $47MQ3 ’21: $48MQ4 ’21: $53MQ1 ’22: $61MQ1 ’22Q2 ’22: $56MQ3 ’22: $52MQ4 ’22: $59MQ1 ’23: $57MQ1 ’23Q2 ’23: $54MQ3 ’23: $54MQ4 ’23: $61MQ1 ’24: $61MQ1 ’24Q2 ’24: $66MQ3 ’24: $75MQ4 ’24: $69MQ1 ’25: $79MQ1 ’25Q2 ’25: $75MQ3 ’25: $79MQ4 ’25: $80Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025685.0K$80M+0.18%
Q3 2025639.6K$79M+0.19%
Q2 2025638.4K$75M+0.20%
Q1 2025645.8K$79M+0.22%
Q4 2024640.9K$69M+0.19%
Q3 2024648.6K$75M+0.21%
Q2 2024659.4K$66M+0.20%
Q1 2024628.3K$61M+0.18%
Q4 2023624.5K$61M+0.20%
Q3 2023606.9K$54M+0.20%
Q2 2023602.3K$54M+0.19%
Q1 2023587.9K$57M+0.23%
Q4 2022575.0K$59M+0.23%
Q3 2022562.3K$52M+0.22%
Q2 2022530.3K$56M+0.25%
Q1 2022542.3K$61M+0.26%
Q4 2021502.0K$53M+0.20%
Q3 2021490.7K$48M+0.20%
Q2 2021476.9K$47M+0.21%
Q1 2021462.2K$45M+0.22%
Q4 2020448.3K$41M+0.20%
Q3 2020434.1K$38M+0.22%
Q2 2020389.2K$31M+0.20%
Q1 2020314.9K$25M+0.20%
Q4 2019314.3K$29M+0.19%
Q3 2019308.5K$30M+0.22%
Q2 2019287.1K$25M+0.19%
Q1 2019285.5K$26M+0.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Janney Montgomery Scott LLC’s full portfolio or all institutional holders of DUK.