Skip to main content

McDaniel Terry & Co

SEC CIK
0001104366
Latest filing
Jul 30, 2026

DUK holding history

Duke Energy CORP in every 13F filed by McDaniel Terry & Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DUK overviewAll 13F holders of DUKFull Q2 2026 holdings

Shares (Q2 2026)
6,213
Value
$786.4K
% of portfolio
0.1%
Quarters held
9
Since Q2 2024
Holdings of DUK by McDaniel Terry & Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,213$786.4K0.1%+45+0.7%AddedHolders
Q1 20266,168$807.6K0.1%+15+0.2%AddedHolders
Q4 20256,153$721.2K0.1%+25+0.4%AddedHolders
Q3 20256,128$758.3K0.1%+35+0.6%AddedHolders
Q2 20256,093$719.0K0.1%−24−0.4%ReducedHolders
Q1 20256,117$746.0K0.1%00.0%UnchangedHolders
Q4 20246,117$659.0K0.1%+2,512+69.7%AddedHolders
Q3 20243,605$416.0K<0.1%+27+0.8%AddedHolders
Q2 20243,578$359.0K<0.1%+3,578NewHolders