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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,152 managers (2,192 13F filers) reported a position in DUK shares at 2024-12-31, 510,792,468 shares in all. 106 filers opened a position and 117 filers sold out during the quarter.

Managers
2,152
13F filers
2,192
New
106
Added
889
Reduced
724
Sold out
117
Shares held by filers
510,792,468

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Legacy Capital Wealth Partners, LLC1,995$215K0.05%-6113F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…1,991$215K0.04%013F-HRTimeline
Semus Wealth Partners LLC1,988$214K0.14%+8113F-HRTimeline
Van Hulzen Asset Management, LLC1,983$214K0.02%+113F-HRTimeline
Uniting Wealth Partners, LLC1,980$213K0.1%13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,986$213K<0.01%+22113F-HRTimelineGroup
Zhang Financial LLC1,973$213K0.01%new13F-HRTimeline
Second Half Financial Partners, LLC1,972$212K0.1%+11813F-HRTimeline
Kagan Cocozza Asset Management1,968$212K0.18%13F-HRTimeline
SFMG, LLC1,965$212K0.02%-2513F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,964$212K0.02%new13F-HRTimelineGroup
Charter Oak Capital Management, LLC1,962$211K0.02%+413F-HRTimeline
Aventura Private Wealth, LLC1,961$211K0.11%13F-HRTimeline
Provident Wealth Management, LLC1,958$211K0.07%013F-HRTimeline
Catalyst Capital Advisors LLC1,957$211K<0.01%+1,62313F-HRTimeline
Meridian Financial Advisors, LLC1,956$211K0.15%-25013F-HRTimeline
Black Diamond Financial, LLC1,951$210K0.03%+6613F-HRTimeline
Plato Investment Management Ltd1,935$209K0.02%-1,53013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,938$209K0.16%+11113F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,938$209K0.01%-113F-HRTimeline
PRING TURNER CAPITAL GROUP INC1,934$208K0.14%013F-HRTimeline
tru Independence LLC1,932$208K0.07%+1713F-HRTimeline
Key Client Fiduciary Advisors, LLC1,927$208K0.09%new13F-HRTimeline
Compass Ion Advisors, LLC1,926$208K0.02%new13F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT1,924$207K0.1%013F-HRTimeline
Kolinsky Wealth Management, LLC1,916$206K0.13%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co1,905$205K0.01%+3313F-HRTimeline
OSTRUM ASSET MANAGEMENT1,902$205K0.02%-8013F-HRTimeline
Greenline Partners, LLC1,900$205K0.03%013F-HRTimeline
Diametric Capital, LP1,897$204K0.14%new13F-HRTimeline
Gilman Hill Asset Management, LLC1,895$204K0.04%013F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC1,891$204K0.24%13F-HRTimeline
Facet Wealth, Inc.1,771$204K0.01%new13F-HRTimeline
Silvant Capital Management LLC1,886$203K0.01%013F-HRTimeline
LifePlan Investment Advisors, Inc.1,881$203K0.13%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,880$203K0.02%-3313F-HRTimeline
Infinity Wealth Counsel, LLC1,877$202K0.22%13F-HRTimeline
E Fund Management Co., Ltd.1,873$202K0.01%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.1,870$201K0.02%-46413F-HRTimeline
Benin Management CORP1,868$201K0.06%013F-HRTimeline
Rossby Financial, LCC1,868$201K0.13%13F-HRTimeline
Norman Fields, Gottscho Capital Managem…1,868$201K0.07%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,932$200K0.07%-1913F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC1,857$200K0.02%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,857$200K0.11%-31113F-HRTimeline
Bullock Wealth Management Group1,849$199K0.12%+513F-HRTimeline
Stephens Consulting, LLC1,839$198K0.05%013F-HRTimeline
COUNTRY TRUST BANK1,830$197K<0.01%-18513F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,829$197K0.01%+45613F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA1,826$197K0.04%+8813F-HRTimeline
Medallion Wealth Advisors, LLC1,760$196K0.1%13F-HRTimeline
Tradewinds Capital Management, LLC1,809$195K0.05%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,797$194K0.05%-1,31813F-HRTimeline
Wiser Advisor Group LLC1,796$194K0.28%-11413F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,781$192K0.12%13F-HRTimeline
AlphaMark Advisors, LLC1,752$189K0.08%+30413F-HRTimeline
KIECKHEFER GROUP LLC1,748$188K0.11%13F-HRTimeline
Reyes Financial Architecture, Inc.1,744$188K0.15%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,733$187K0.02%+113F-HRTimeline
Sugarloaf Wealth Management, LLC1,712$184K0.03%-13213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,709$184K0.08%013F-HRTimeline
WR Wealth Planners, LLC1,705$184K0.06%+5713F-HRTimeline
Citizens Business Bank1,665$179K0.03%-2,74813F-HRTimeline
Glass Jacobson Investment Advisors llc1,661$179K0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fortitude Family Office, LLC1,652$178K0.06%-1713F-HRTimeline
BARRETT & COMPANY, INC.1,651$178K0.08%013F-HRTimeline
Whipplewood Advisors, LLC1,636$176K0.1%13F-HRTimeline
FIRST UNITED BANK & TRUST1,617$174K0.06%-3113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,595$172K0.04%+1,26313F-HRTimelineGroup
Deseret Mutual Benefit Administrators1,547$167K0.08%-2913F-HRTimeline
Plante Moran Financial Advisors, LLC1,536$165K0.01%+31313F-HRTimeline
Sound Income Strategies, LLC1,523$164K0.01%-7213F-HRTimeline
Safe Harbor Fiduciary, LLC1,518$164K0.17%013F-HRTimeline
SHELL ASSET MANAGEMENT CO1,499$162K0.01%013F-HRTimeline
Morse Asset Management, Inc1,500$162K0.04%013F-HRTimeline
MeadowBrook Investment Advisors LLC1,493$161K0.14%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,482$159K0.03%+4013F-HRTimeline
Knuff & Co LLC1,464$158K0.05%+10613F-HRTimeline
Dakota Community Bank & Trust NA1,445$156K0.74%-9713F-HRTimeline
Center for Financial Planning, Inc.1,408$152K0.02%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,395$150K0.16%13F-HRTimeline
VESTOR CAPITAL, LLC1,387$149K0.01%+3413F-HRTimeline
Asset Dedication, LLC1,380$149K0.01%-5,38713F-HRTimeline
IMG Wealth Management, Inc.1,365$147K0.14%13F-HRTimeline
ATWOOD & PALMER INC1,348$145K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,346$145K0.02%new13F-HRTimeline
WINTRUST INVESTMENTS LLC1,345$144K0.13%+70413F-HRTimeline
Icon Wealth Advisors, LLC1,334$144K0.01%-313F-HRTimeline
Kimelman & Baird, LLC1,332$144K0.01%013F-HRTimeline
New England Capital Financial Advisors …1,311$141K0.07%+113F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC1,258$135K0.06%new13F-HRTimeline
McIlrath & Eck, LLC1,255$135K0.02%+91413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,250$135K0.01%013F-HRTimeline
ORG Partners LLC1,234$133K0.02%+33413F-HRTimeline
Cranbrook Wealth Management, LLC1,233$133K0.03%013F-HRTimeline
S.A. Mason LLC1,215$131K0.07%+1213F-HRTimeline
Ruedi Wealth Management, Inc.1,207$130K0.04%013F-HRTimeline
Atala Financial Inc1,202$130K0.09%13F-HRTimeline
Key Financial Inc1,191$128K0.03%+1913F-HRTimeline
Princeton Global Asset Management LLC1,189$128K0.02%-21513F-HRTimeline
Nemes Rush Group LLC1,186$128K0.02%-5013F-HRTimeline
Howard Capital Management Group, LLC1,148$124K0.01%-18113F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…1,130$122K<0.01%013F-HRTimelineGroup
Bangor Savings Bank1,126$121K0.01%+5313F-HRTimeline
Coastline Trust Co1,100$119K0.01%-90513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Addison Advisors LLC1,098$118K0.03%+6513F-HRTimeline
Versant Capital Management, Inc1,098$118K0.03%+36813F-HRTimeline
New Millennium Group LLC1,097$118K0.07%+913F-HRTimeline
Towne Trust Company, N.A1,082$117K0.04%013F-HRTimeline
AllSquare Wealth Management LLC1,082$117K0.07%013F-HRTimeline
Missouri Trust & Investment Co1,071$115K0.04%+10013F-HRTimeline
Advantage Trust Co1,064$115K0.07%+3513F-HRTimeline
WEBSTER BANK, N. A.1,059$114K0.01%013F-HRTimeline
Cutler Capital Management, LLC1,050$113K0.04%new13F-HR/ATimeline
RICHARDS, MERRILL & PETERSON, INC.1,038$112K0.06%13F-HRTimeline
Painted Porch Advisors LLC1,029$111K0.05%+7313F-HRTimeline
Piscataqua Savings Bank1,029$111K0.1%013F-HRTimeline
Byrne Asset Management LLC1,018$110K0.08%013F-HRTimeline
Investors Research Corp1,000$108K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC977$105K0.01%+713F-HRTimeline
Kozak & Associates, Inc.972$105K0.02%+6113F-HRTimeline
Householder Group Estate & Retirement S…974$104K0.08%-87313F-HRTimeline
Centerpoint Advisors, LLC961$104K0.04%-6613F-HRTimeline
WPG Advisers, LLC955$103K0.1%13F-HRTimeline
TruNorth Capital Management, LLC940$101K0.03%013F-HRTimeline
Capital Advisors, Ltd. LLC896$97K0.01%+7413F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…880$94.8K0.03%+18513F-HRTimeline
Aster Capital Management (DIFC) Ltd865$93.2K0.04%-16,84213F-HRTimeline
2UniFi Bank862$92.9K0.06%13F-HRTimeline
Holos Integrated Wealth LLC851$91.7K0.06%13F-HRTimeline
Central Pacific Bank - Trust Division833$89.7K0.01%013F-HRTimeline
Coston, McIsaac & Partners828$89K0.03%-31113F-HRTimeline
GKV Capital Management Co., Inc.800$86.2K0.04%13F-HRTimeline
LOUISBOURG INVESTMENTS INC.800$86.2K0.02%013F-HRTimeline
Cassady Schiller Wealth Management, LLC787$84.7K0.03%+4713F-HRTimeline
Western Pacific Wealth Management, LP783$84.3K0.07%-1,29813F-HRTimeline
Cherry Tree Wealth Management, LLC774$83.4K0.02%+613F-HRTimeline
Fourth Dimension Wealth, LLC668$82.7K0.04%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC763$82.2K0.01%013F-HRTimeline
Westside Investment Management, Inc.760$81.9K0.02%+8913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD736$79.3K0.05%013F-HRTimeline
Luken Investment Analytics, LLC721$77.7K0.04%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC721$77.7K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…717$77.2K0.02%013F-HRTimeline
LGT Financial Advisors LLC714$76.9K0.17%+613F-HRTimeline
CoreFirst Bank & Trust682$73.5K0.04%-19013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH675$72.7K0.02%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …667$71.9K<0.01%013F-HRTimelineGroup
Canopy Partners, LLC660$71.1K0.03%+3813F-HRTimeline
Abound Wealth Management654$70.5K0.02%-7013F-HRTimeline
Perkins Coie Trust Co649$69.9K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC640$69K0.01%13F-HRTimeline
Fairscale Capital, LLC640$69K0.06%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.636$68.5K0.03%013F-HRTimeline
LRI Investments, LLC635$68.4K0.01%013F-HRTimeline
Gen-Wealth Partners Inc627$67.6K0.03%-22313F-HRTimeline
Investment Research & Advisory Group, I…626$67.4K0.03%+613F-HRTimeline
Capital A Wealth Management, LLC625$67.3K0.11%13F-HRTimeline
PFS Partners, LLC623$67.1K0.04%+513F-HRTimeline
Park Square Financial Group, LLC616$66.3K0.05%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC598$64.4K0.01%-13013F-HRTimeline
Menard Financial Group LLC587$63.2K0.04%new13F-HRTimeline
Caitong International Asset Management …586$63.1K0.06%13F-HR/ATimeline
Avion Wealth586$63K0.02%+42513F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC577$62.2K0.03%+213F-HRTimeline
GHP Investment Advisors, Inc.574$61.9K<0.01%-3013F-HRTimeline
Bruce G. Allen Investments, LLC571$61.5K0.05%013F-HRTimeline
Fortis Group Advisors, LLC570$61.4K0.01%013F-HRTimeline
GoalVest Advisory LLC566$61K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC563$60.7K0.04%13F-HRTimeline
Murphy & Mullick Capital Management Corp553$59.6K0.05%13F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…535$57.6K0.05%013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC523$56.3K<0.01%+28413F-HRTimeline
Stuart Chaussee & Associates, Inc.514$55.4K0.01%013F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.500$53.9K0.02%013F-HRTimeline
MOTCO500$53.9K0.01%-6013F-HRTimeline
Trivant Custom Portfolio Group, LLC500$53.9K0.03%013F-HRTimeline
Lummis Asset Management, LP500$53.9K0.07%013F-HRTimeline
Hopwood Financial Services, Inc.500$53.9K0.04%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP497$53.5K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department494$53.2K0.02%13F-HRTimelineGroup
PIN OAK INVESTMENT ADVISORS INC456$53K0.05%013F-HRTimeline
Tidemark, LLC482$52K0.02%+513F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN480$51.7K<0.01%-3813F-HRTimeline
Canton Hathaway, LLC471$51K0.01%013F-HRTimeline
PFG Private Wealth Management, LLC466$50.2K0.03%013F-HRTimeline
FSA Wealth Management LLC437$47.1K0.02%013F-HRTimeline
Hemington Wealth Management442$47K0.01%+3513F-HRTimeline
Covestor Ltd436$47K0.03%+2613F-HRTimeline
Lowe Wealth Advisors, LLC435$46.9K0.02%+5313F-HRTimeline
Rise Advisors, LLC435$46.9K0.02%+413F-HRTimeline
Horrell Capital Management, Inc.429$46K0.01%013F-HRTimeline
Private Wealth Management Group, LLC421$45.4K0.02%+15013F-HRTimeline
GW&K Investment Management, LLC419$45K<0.01%+1113F-HRTimeline
Global Trust Asset Management, LLC409$44.1K0.02%-6613F-HRTimeline
1620 INVESTMENT ADVISORS, INC.398$42.9K0.03%-3013F-HRTimeline
Aspetuck Financial Management LLC388$41.8K0.03%13F-HRTimeline
Pineridge Advisors LLC378$40.7K0.02%+413F-HRTimeline
IAG Wealth Partners, LLC374$40.3K0.01%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC368$39.6K0.01%013F-HRTimeline