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Duke Energy Corp

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Mengis Capital Management, Inc.
DECREASED
Shares19,140 from 19,590
Change-450 (-2%)
Value$409.4K (-$71.7K)
Filed 2026-10-13
Ascentis Independent Advisors
NEW
Shares17,852
Change+17,852
Value$381.9K
Filed 2026-11-03
Towne Trust Company, N.a
INCREASED
Shares6,050 from 5,200
Change+850 (+16%)
Value$129.2K (+$1.4K)
Filed 2026-10-28
First Command Advisory Services, Inc.
INCREASED
Shares1,462 from 128
Change+1,334 (+1042%)
Value$31.3K (+$28.1K)
Filed 2026-11-05
PNC Financial Services Group, Inc.
DECREASED
Shares356 from 599
Change-243 (-41%)
Value$7.6K (-$7.1K)
Filed 2026-11-06
Moran Wealth Management, LLC
CLOSED
Shares0 from 107,315
Change-107,315 (-100%)
Value$0 (-$2.6M)
Filed 2026-10-22
Mathes Company, Inc.
N/A
Shares— from 26,145
Change-26,145 (-100%)
Value—
Status
Mengis Capital Management, Inc.
DECREASED19,14019,590-450-2%$481.1K$409.4K-$71.7K2026-10-13
Ascentis Independent Advisors
NEW17,852—+17,852——$381.9K—2026-11-03
Towne Trust Company, N.a
INCREASED6,0505,200+850+16%$127.7K$129.2K+$1.4K2026-10-28
First Command Advisory Services, Inc.
INCREASED1,462128+1,334+1042%$3.1K$31.3K+$28.1K2026-11-05
PNC Financial Services Group, Inc.
DECREASED356599-243-41%$14.7K$7.6K-$7.1K2026-11-06
Moran Wealth Management, LLC
CLOSED0107,315-107,315-100%$2.6M$0-$2.6M2026-10-22
Mathes Company, Inc.
N/A—26,145-26,145-100%$642———
Showing 7 of 7 institutions