Duke Energy CORP

EP Wealth Advisors, LLC DUK

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/18/2026

Shares

32,369

Value ($000)

3,794

Weight

0.0%

2019 Q4 - 2025 Q4 (24 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	2/18/2026	3,794	0.0%	32,369	12/31/2025
2025 Q2	8/14/2025	3,904	0.0%	33,081	6/30/2025
2025 Q1	5/15/2025	3,537	0.0%	28,997	3/31/2025
2024 Q4	2/14/2025	3,074	0.0%	28,533	12/31/2024
2024 Q3	11/15/2024	3,472	0.0%	30,113	9/30/2024
2024 Q2	8/19/2024	2,479	0.0%	24,735	6/30/2024
2024 Q1	5/14/2024	2,387	0.0%	24,678	3/31/2024
2023 Q4	2/28/2024	2,129	0.0%	21,938	12/31/2023
2023 Q3	11/24/2023	1,798	0.0%	20,369	9/30/2023
2023 Q2	8/14/2023	1,787	0.0%	6,954	6/30/2023
2023 Q1	6/5/2023	1,784	0.0%	22,874	3/31/2023
2022 Q4	6/12/2023	1,386	0.0%	13,453	12/31/2022
2022 Q3	12/2/2022	2,211	0.1%	23,772	9/30/2022
2022 Q2	8/11/2022	1,164	0.0%	10,861	6/30/2022
2022 Q1	5/20/2022	812	0.0%	7,275	3/31/2022
2021 Q4	2/17/2022	726	0.0%	6,925	12/31/2021
2021 Q3	11/23/2021	587	0.0%	6,011	9/30/2021
2021 Q2	8/24/2021	714	0.0%	7,233	6/30/2021
2021 Q1	5/17/2021	731	0.0%	7,572	3/31/2021
2020 Q4	2/18/2021	610	0.0%	6,663	12/31/2020
2020 Q3	11/17/2020	671	0.0%	7,575	9/30/2020
2020 Q2	8/14/2020	687	0.0%	8,605	6/30/2020
2020 Q1	5/18/2020	801	0.0%	9,906	3/31/2020
2019 Q4	2/14/2020	917	0.0%	10,056	12/31/2019