Duke Energy CORP

Forvis Mazars Wealth Advisors, LLC DUK

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/10/2026

Shares

18,624

Value ($000)

2,183

Weight

0.0%

2013 Q3 - 2025 Q4 (29 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/10/2026	2,183	0.0%	18,624	12/31/2025
2025 Q3	10/30/2025	2,380	0.0%	19,236	9/30/2025
2025 Q2	7/29/2025	2,258	0.0%	19,136	6/30/2025
2025 Q1	5/13/2025	2,357	0.1%	19,325	3/31/2025
2024 Q4	2/4/2025	2,329	0.1%	21,619	12/31/2024
2024 Q3	11/14/2024	2,556	0.1%	22,168	9/30/2024
2024 Q2	8/9/2024	2,159	0.1%	21,536	6/30/2024
2024 Q1	4/19/2024	2,095	0.1%	21,665	3/31/2024
2023 Q4	1/11/2024	2,133	0.1%	21,984	12/31/2023
2023 Q3	10/26/2023	2,270	0.1%	25,715	9/30/2023
2023 Q2	8/8/2023	2,052	0.1%	22,867	6/30/2023
2023 Q1	4/27/2023	2,193	0.1%	22,731	3/31/2023
2022 Q4	2/3/2023	2,038	0.1%	19,792	12/31/2022
2022 Q3	10/14/2022	1,879	0.1%	20,206	9/30/2022
2022 Q2	7/22/2022	2,237	0.1%	20,870	6/30/2022
2022 Q1	5/10/2022	585	0.0%	5,239	3/31/2022
2021 Q4	1/14/2022	387	0.0%	3,689	12/31/2021
2021 Q3	10/14/2021	339	0.0%	3,473	9/30/2021
2021 Q2	7/14/2021	279	0.0%	2,826	6/30/2021
2021 Q1	4/23/2021	402	0.0%	4,161	3/31/2021
2020 Q4	1/22/2021	512	0.0%	5,593	12/31/2020
2020 Q3	11/5/2020	364	0.0%	4,107	9/30/2020
2020 Q2	7/15/2020	325	0.0%	4,070	6/30/2020
2020 Q1	4/10/2020	338	0.0%	4,185	3/31/2020
2019 Q4	1/13/2020	261	0.0%	2,857	12/31/2019
2014 Q2	7/11/2014	341	0.1%	4,574	6/30/2014
2014 Q1	4/29/2014	325	0.1%	4,555	3/31/2014
2013 Q4	1/14/2014	314	0.1%	4,556	12/31/2013
2013 Q3	1/16/2014	295	0.1%	4,420	9/30/2013