Duke Energy Corp

CUSIP: 26441c204 Class: COM

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (2)

WBI INVESTMENTS, INC.
Value ($000) $303 Shares 2,587
BERKSHIRE ASSET MANAGEMENT LLC/PA
Value ($000) $315 Shares 2,686

Increased Positions (4)

CCM INVESTMENT ADVISERS LLC
Value ($000) $12,155 (-1.6%) Shares 103,702 (+3.9%)
GLOBALT Investments LLC / GA
Value ($000) $7,677 (+8.1%) Shares 65,495 (+14.2%)
EADS & HEALD WEALTH MANAGEMENT
Value ($000) $241 (+109597.7%) Shares 2,059 (+16.0%)
JOHN G ULLMAN & ASSOCIATES INC
Value ($000) $760 (-4.1%) Shares 6,480 (+1.2%)

Decreased Positions (6)

Corundum Group, Inc.
Value ($000) $462 (-61.3%) Shares 3,945 (-59.1%)
DEAN INVESTMENT ASSOCIATES, LLC
Value ($000) $6,118 (-8.9%) Shares 52,200 (-3.8%)
Calydon Capital
Value ($000) $6,388 (-6.6%) Shares 54,502 (-1.4%)
SVB WEALTH LLC
Value ($000) $3,086 (-9.3%) Shares 26,328 (-4.2%)
BAHL & GAYNOR INC
Value ($000) $3,762 (-7.4%) Shares 32,098 (-2.2%)
Sequent Asset Management, LLC
Value ($000) $338 (-6.4%) Shares 2,886 (-1.1%)

Exited Positions (5)

L & S Advisors Inc
Value ($000) $3,769 Shares 30,455
KLCM Advisors, Inc.
Value ($000) $845 Shares 6,827
Corundum Trust Company, INC
Value ($000) $24 Shares 191
Douglass Winthrop Advisors, LLC
Value ($000) $211 Shares 1,703
Norman Fields, Gottscho Capital Management, LLC
Value ($000) $0 Shares 1,774