Duke Energy CORP

Geneos Wealth Management Inc. DUK

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/28/2026

Shares

50,661

Value ($000)

5,938

Weight

0.1%

2016 Q1 - 2025 Q4 (40 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	1/28/2026	5,938	0.1%	50,661	12/31/2025
2025 Q3	10/22/2025	6,367	0.2%	51,449	9/30/2025
2025 Q2	8/18/2025	6,349	0.2%	53,809	6/30/2025
2025 Q1	5/8/2025	7,019	0.2%	57,543	3/31/2025
2024 Q4	1/21/2025	5,720	0.2%	53,087	12/31/2024
2024 Q3	11/14/2024	6,240	0.2%	54,119	9/30/2024
2024 Q2	7/23/2024	4,764	0.2%	47,529	6/30/2024
2024 Q1	5/3/2024	5,803	0.3%	59,999	3/31/2024
2023 Q4	1/26/2024	5,927	0.3%	61,075	12/31/2023
2023 Q3	10/11/2023	6,814	0.4%	77,198	9/30/2023
2023 Q2	8/8/2023	6,661	0.3%	74,228	6/30/2023
2023 Q1	4/25/2023	5,933	0.4%	61,499	3/31/2023
2022 Q4	1/31/2023	1,902	0.1%	18,468	12/31/2022
2022 Q3	11/14/2022	1,496	0.1%	16,084	9/30/2022
2022 Q2	7/22/2022	2,539	0.1%	23,170	6/30/2022
2022 Q1	5/16/2022	4,211	0.2%	37,719	3/31/2022
2021 Q4	2/9/2022	4,394	0.2%	41,894	12/31/2021
2021 Q3	11/9/2021	4,293	0.2%	43,610	9/30/2021
2021 Q2	7/8/2021	4,255	0.2%	42,764	6/30/2021
2021 Q1	6/17/2021	8,548	0.2%	84,903	3/31/2021
2020 Q4	5/19/2021	8,767	0.4%	91,470	12/31/2020
2020 Q3	9/7/2021	7,282	0.4%	88,262	9/30/2020
2020 Q2	9/7/2021	7,920	0.4%	100,348	6/30/2020
2020 Q1	9/7/2021	8,014	0.5%	99,861	3/31/2020
2019 Q4	9/7/2021	9,143	0.5%	100,510	12/31/2019
2019 Q3	9/7/2021	9,234	0.6%	95,932	9/30/2019
2019 Q2	9/7/2021	8,448	0.5%	95,741	6/30/2019
2019 Q1	9/7/2021	8,649	0.6%	96,104	3/31/2019
2018 Q4	9/7/2021	8,626	0.6%	100,090	12/31/2018
2018 Q3	9/7/2021	7,853	0.5%	98,141	9/30/2018
2018 Q2	9/7/2021	7,569	0.6%	95,670	6/30/2018
2018 Q1	9/7/2021	7,556	0.7%	97,540	3/31/2018
2017 Q4	9/7/2021	8,083	0.7%	96,083	12/31/2017
2017 Q3	9/7/2021	8,186	0.8%	97,492	9/30/2017
2017 Q2	9/7/2021	8,231	0.8%	98,264	6/30/2017
2017 Q1	9/7/2021	7,380	0.8%	89,751	3/31/2017
2016 Q4	9/7/2021	5,750	0.8%	74,082	12/31/2016
2016 Q3	9/7/2021	4,910	0.7%	61,411	9/30/2016
2016 Q2	9/7/2021	4,219	0.6%	49,279	6/30/2016
2016 Q1	9/7/2021	3,765	0.6%	46,417	3/31/2016