Greystone Financial Group, LLC / DUK
Greystone Financial Group, LLC’s Duke Energy Corp New Position
Does Greystone Financial Group, LLC own Duke Energy Corp New (DUK)? Yes — 61.3K shares worth $8M (+2.27% of its 13F portfolio) as of Q1 2026, down from 100.6K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
61.3K
% of Portfolio
+2.27%
Quarters Held
16
currently held
Position History DUK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 61.3K | $8M | +2.27% |
| Q4 2025 | 100.6K | $12M | +1.84% |
| Q3 2025 | 93.8K | $12M | +1.80% |
| Q2 2025 | 83.2K | $10M | +1.62% |
| Q4 2023 | 65.5K | $6M | +1.47% |
| Q3 2023 | 71.9K | $6M | +1.58% |
| Q2 2023 | 75.3K | $7M | +1.57% |
| Q1 2023 | 73.6K | $7M | +1.79% |
| Q4 2022 | 71.1K | $7M | +2.15% |
| Q3 2022 | 70.3K | $7M | +2.22% |
| Q2 2022 | 74.9K | $8M | +2.50% |
| Q1 2022 | 76.0K | $8M | +2.15% |
| Q4 2021 | 73.5K | $8M | +1.85% |
| Q3 2021 | 56.3K | $5M | +1.63% |
| Q2 2021 | 70.7K | $7M | +1.74% |
| Q1 2021 | 70.3K | $7M | +1.83% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Greystone Financial Group, LLC’s full portfolio or all institutional holders of DUK.