SEC 13F Intelligence

DUKE ENERGY CORP

CUSIP 26441C303

Duke Energy Corp has 3 institutional holders in Filings Flow’s 13F database, together reporting 311.2K shares worth $8M as of Q3 2021. The largest reported holders are Crossmark Global Holdings, Inc., Pnc Financial Services Group, Inc., and Steward Partners Investment Advisory, LLC.

Institutional Holders
3
Q3 2021
Reported Value
$8M
Ticker
unmapped
private placement or foreign
Quarters Tracked
12

Ownership Trend

Institutional holders
Q4 ’18: 4Q4 ’18Q1 ’19: 4Q2 ’19: 4Q2 ’19Q3 ’19: 4Q4 ’19: 2Q4 ’19Q1 ’20: 3Q2 ’20: 2Q2 ’20Q3 ’20: 2Q4 ’20: 3Q4 ’20Q1 ’21: 4Q2 ’21: 4Q2 ’21Q3 ’21: 3filingsflow.com
Total reported value
Q4 ’18: $7MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ2 ’19Q3 ’19: $7MQ4 ’19: $6MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ2 ’20Q3 ’20: $8MQ4 ’20: $8MQ4 ’20Q1 ’21: $8MQ2 ’21: $8MQ2 ’21Q3 ’21: $8Mfilingsflow.com

Holders

··Mixed quarters
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Manager% of PortfolioValueSharesQuarter
Crossmark Global Holdings, Inc.$6.8B AUM0.18%$8M301.0KQ3 2021
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$190,0007.5KQ3 2021
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$108,0004.1KQ2 2021OLDER
Edge Wealth Management LLC$594M AUM0.02%$107,0004.0KQ4 2020OLDER
Lenox Wealth Advisors, LLC$798M AUM0.01%$69,0002.7KQ3 2021
Sonora Investment Management, LLC$798M AUM0.00%$10,000400Q1 2021OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.