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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,220 managers (2,259 13F filers) reported a position in DUK shares at 2025-03-31, 526,663,288 shares in all. 205 filers opened a position and 120 filers sold out during the quarter.

Managers
2,220
13F filers
2,259
New
205
Added
929
Reduced
776
Sold out
120
Shares held by filers
526,663,288

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Bryn Mawr Trust Advisors, LLC1,927$235K0.01%new13F-HRTimeline
Goldstein Advisors, LLC1,927$235K0.03%new13F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT1,924$235K0.12%013F-HRTimeline
William Allan Corp1,910$233K0.15%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,909$233K0.02%+17613F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,908$233K0.06%-26713F-HRTimeline
Kagan Cocozza Asset Management1,908$233K0.19%-6013F-HRTimeline
Sound Income Strategies, LLC1,907$233K0.01%+38413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,907$233K0.02%new13F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.1,896$231K0.02%+1613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,896$231K0.12%new13F-HRTimelineGroup
Gilman Hill Asset Management, LLC1,895$231K0.04%013F-HRTimeline
Capital Management Associates, Inc1,892$231K0.05%new13F-HRTimeline
Silvant Capital Management LLC1,886$230K0.01%013F-HRTimeline
Beaumont Financial Advisors, LLC1,885$230K0.02%new13F-HRTimeline
LifePlan Investment Advisors, Inc.1,881$229K0.13%013F-HRTimeline
ATWOOD & PALMER INC1,878$229K0.02%+53013F-HRTimeline
Mezzasalma Advisors, LLC1,878$229K0.08%new13F-HRTimeline
Infinity Wealth Counsel, LLC1,877$229K0.25%013F-HRTimeline
Pinion Investment Advisors, LLC1,876$229K0.05%-28413F-HRTimeline
Crew Capital Management, Ltd1,873$228K0.19%new13F-HRTimeline
Frisch Financial Group, Inc.1,872$228K0.06%new13F-HRTimeline
Norman Fields, Gottscho Capital Managem…1,868$228K0.08%013F-HRTimeline
Benin Management CORP1,868$228K0.06%013F-HRTimeline
EWA, LLC1,866$228K0.08%new13F-HRTimeline
Trek Financial, LLC1,864$227K0.02%new13F-HRTimeline
SHERBROOKE PARK ADVISERS LLC1,862$227K0.11%-3,41113F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.1,861$227K0.06%new13F-HRTimeline
Balance Wealth Partners LLC1,859$227K0.15%13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV1,858$227K0.03%new13F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC1,856$226K<0.01%-151,17713F-HRTimeline
ADELL HARRIMAN & CARPENTER INC1,856$226K0.02%new13F-HRTimeline
Plancorp, LLC1,856$226K0.01%new13F-HRTimeline
OSTRUM ASSET MANAGEMENT1,853$226K0.01%-4913F-HRTimeline
Planned Solutions, Inc.1,852$226K0.09%new13F-HRTimeline
180 WEALTH ADVISORS, LLC1,850$226K0.04%new13F-HRTimeline
UPTICK PARTNERS, LLC1,850$226K0.08%new13F-HRTimeline
BENDER ROBERT & ASSOCIATES1,848$225K0.06%new13F-HRTimeline
Beacon Wealthcare LLC1,848$225K0.09%new13F-HRTimeline
Tower Wealth Partners, Inc.1,846$225K0.12%new13F-HRTimeline
LaSalle St. Investment Advisors, LLC1,849$225K0.05%new13F-HRTimeline
Weaver Consulting Group1,842$225K0.07%new13F-HRTimeline
Alteri Wealth LLC1,836$224K0.1%-20713F-HRTimeline
Tranquility Partners, LLC1,833$224K0.09%new13F-HRTimeline
Aufman Associates Inc1,828$223K0.15%new13F-HRTimeline
Reyes Financial Architecture, Inc.1,827$223K0.16%+8313F-HRTimeline
GRIES FINANCIAL LLC1,826$223K0.04%new13F-HRTimeline
Obermeyer Wealth Partners1,824$222K0.01%new13F-HRTimeline
Annex Advisory Services, LLC1,820$222K0.01%new13F-HRTimeline
Leelyn Smith, LLC1,815$221K0.04%new13F-HRTimeline
J.P. Marvel Investment Advisors, LLC1,811$221K0.04%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,829$221K0.02%new13F-HRTimeline
Tradewinds Capital Management, LLC1,809$221K0.06%013F-HRTimeline
Bank of Marin1,809$221K0.28%new13F-HRTimeline
Redwood Wealth Management Group, LLC1,808$221K0.11%new13F-HRTimeline
NBW CAPITAL LLC1,802$220K0.05%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,801$220K0.09%+413F-HRTimeline
Bullock Wealth Management Group1,813$220K0.12%-3613F-HRTimeline
James J. Burns & Company, LLC1,796$219K0.04%new13F-HRTimeline
Lifeworks Advisors, LLC1,794$219K0.04%new13F-HRTimeline
Jessup Wealth Management, Inc1,793$219K0.09%new13F-HRTimeline
TCI Wealth Advisors, Inc.1,790$218K0.02%-25013F-HRTimeline
Crown Wealth Group, LLC1,788$218K0.11%new13F-HRTimeline
Acorns Advisers, LLC1,785$218K<0.01%new13F-HRTimeline
Stephens Consulting, LLC1,787$218K0.05%-5213F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…1,781$217K0.17%new13F-HRTimeline
Mattern Wealth Management LLC1,780$217K0.05%new13F-HRTimeline
Safeguard Investment Advisory Group, LLC1,780$217K0.06%new13F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …1,770$216K0.15%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB1,766$215K0.02%new13F-HRTimeline
Fortitude Advisory Group L.L.C.1,789$215K0.15%new13F-HRTimeline
Chesapeake Wealth Management1,763$215K0.08%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,765$215K<0.01%-22113F-HRTimelineGroup
BCS Wealth Management1,762$215K0.06%new13F-HRTimeline
Ironsides Asset Advisors, LLC1,759$215K0.06%-79513F-HRTimeline
Sovran Advisors, LLC1,757$214K0.03%new13F-HRTimeline
Curran Financial Partners, LLC1,754$214K0.05%-29813F-HRTimeline
Petix & Botte Co1,752$214K0.06%new13F-HRTimeline
KIECKHEFER GROUP LLC1,748$213K0.15%013F-HRTimeline
Compass Ion Advisors, LLC1,747$213K0.03%-17913F-HRTimeline
Sentry LLC1,745$213K0.04%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC1,744$213K0.02%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,743$213K0.08%new13F-HRTimeline
Zhang Financial LLC1,742$212K0.01%-23113F-HRTimeline
Strata Wealth Advisors, LLC1,736$212K0.07%new13F-HRTimeline
Horizon Wealth Management, LLC1,731$211K0.04%new13F-HRTimeline
Hughes Financial Services, LLC1,742$211K0.04%new13F-HRTimeline
Strategic Investment Advisors / MI1,726$211K0.02%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,726$211K0.05%-10013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC1,722$210K0.03%new13F-HRTimeline
FULLCIRCLE WEALTH LLC1,738$210K0.09%-30813F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,718$210K0.05%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC1,715$209K0.1%-21213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,711$209K0.03%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,709$208K0.09%013F-HRTimeline
Phoenix Wealth Advisors1,702$208K0.09%new13F-HRTimeline
1834 INVESTMENT ADVISORS CO1,700$207K0.03%new13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…1,694$207K0.08%new13F-HRTimeline
Composition Wealth, LLC1,693$207K<0.01%new13F-HRTimeline
Blue Oak Capital, LLC1,692$206K0.11%new13F-HRTimeline
Wilkins Miller Wealth Management, LLC1,690$206K0.16%new13F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC1,685$206K0.04%new13F-HRTimeline
Richwood Investment Advisors, LLC1,685$206K0.17%new13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,676$204K0.01%-26213F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,673$204K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,669$204K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OXFORD FINANCIAL GROUP, LTD. LLC1,672$204K0.01%new13F-HRTimeline
Worth Asset Management, LLC1,672$204K0.11%new13F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,668$203K0.04%new13F-HRTimeline
Sand Hill Global Advisors, LLC1,666$203K0.01%new13F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/1,666$203K0.04%new13F-HRTimeline
Net Worth Advisory Group1,664$203K0.06%new13F-HRTimeline
SAXON INTERESTS, INC.1,664$203K0.09%new13F-HRTimeline
Advyzon Investment Management, LLC1,662$203K0.07%new13F-HRTimeline
Whipplewood Advisors, LLC1,535$202K0.14%-10113F-HRTimeline
Running Point Capital Advisors, LLC1,657$202K0.06%new13F-HRTimeline
Brookwood Investment Group LLC1,656$202K0.03%13F-HRTimeline
Herold Advisors, Inc.1,655$202K0.04%new13F-HRTimeline
SkyOak Wealth, LLC1,652$201K0.04%new13F-HRTimeline
BARRETT & COMPANY, INC.1,651$201K0.09%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,650$201K0.14%-13113F-HRTimeline
SC&H Financial Advisors, Inc.1,650$201K0.04%new13F-HRTimeline
YHB Investment Advisors, Inc.1,643$200K0.02%new13F-HRTimeline
Binnacle Investments Inc1,625$198K0.14%13F-HRTimeline
COUNTRY TRUST BANK1,620$198K<0.01%-21013F-HR/ATimeline
FIRST UNITED BANK & TRUST1,617$197K0.07%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,595$195K0.04%013F-HRTimelineGroup
Catalyst Capital Advisors LLC1,580$193K<0.01%-37713F-HRTimeline
McIlrath & Eck, LLC1,535$187K0.02%+28013F-HRTimeline
Safe Harbor Fiduciary, LLC1,518$185K0.19%013F-HRTimeline
Deseret Mutual Benefit Administrators1,502$183K0.09%-4513F-HRTimeline
SHELL ASSET MANAGEMENT CO1,499$183K0.01%013F-HRTimeline
Morse Asset Management, Inc1,500$183K0.05%013F-HRTimeline
MeadowBrook Investment Advisors LLC1,493$182K0.17%013F-HRTimeline
Rossby Financial, LCC1,498$180K0.08%-37013F-HRTimeline
Glass Jacobson Investment Advisors llc1,661$179K0.06%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,459$177K0.03%-2313F-HRTimeline
Fortitude Family Office, LLC1,435$175K0.06%-21713F-HRTimeline
Medallion Wealth Advisors, LLC1,434$174K0.08%-32613F-HRTimeline
Dakota Community Bank & Trust NA1,404$171K0.83%-4113F-HRTimeline
VISION FINANCIAL MARKETS LLC1,395$170K0.19%013F-HRTimeline
Asset Dedication, LLC1,393$170K0.01%+1313F-HRTimeline
VESTOR CAPITAL, LLC1,386$169K0.01%-113F-HRTimeline
Center for Financial Planning, Inc.1,370$167K0.02%-3813F-HRTimeline
TruNorth Capital Management, LLC1,368$167K0.04%+42813F-HRTimeline
IMG Wealth Management, Inc.1,365$166K0.15%013F-HRTimeline
Physician Wealth Advisors, Inc.1,352$165K0.03%+613F-HRTimeline
REDMONT WEALTH ADVISORS LLC1,347$164K0.32%new13F-HRTimeline
Wealth Preservation Advisors, LLC1,338$163K0.12%13F-HRTimeline
Kimelman & Baird, LLC1,332$162K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC1,323$161K0.02%13F-HRTimeline
New England Capital Financial Advisors …1,311$160K0.08%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,250$152K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC1,233$150K0.03%013F-HRTimeline
S.A. Mason LLC1,215$148K0.08%013F-HRTimeline
Ruedi Wealth Management, Inc.1,207$147K0.05%013F-HRTimeline
Smallwood Wealth Investment Management,…1,204$147K0.09%new13F-HRTimeline
Atala Financial Inc1,202$147K0.11%013F-HRTimeline
Nemes Rush Group LLC1,156$141K0.02%-3013F-HRTimeline
Howard Capital Management Group, LLC1,148$140K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,136$139K0.07%+9813F-HRTimeline
Quarry LP1,121$137K0.03%new13F-HRTimeline
Icon Wealth Advisors, LLC1,117$136K0.01%-21713F-HRTimeline
Cutler Capital Management, LLC1,105$135K0.05%+5513F-HRTimeline
New Millennium Group LLC1,100$134K0.09%+313F-HRTimeline
Coastline Trust Co1,100$134K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AllSquare Wealth Management LLC1,082$132K0.08%013F-HRTimeline
WEBSTER BANK, N. A.1,059$129K0.01%013F-HRTimeline
POM Investment Strategies, LLC1,037$126K0.15%+90713F-HRTimeline
Piscataqua Savings Bank1,029$126K0.11%013F-HRTimeline
Byrne Asset Management LLC1,018$124K0.09%013F-HRTimeline
Copia Wealth Management1,017$124K0.11%+93313F-HRTimeline
Investors Research Corp999$122K0.03%-113F-HRTimeline
GPS Wealth Strategies Group, LLC977$119K0.02%013F-HRTimeline
Missouri Trust & Investment Co971$118K0.04%-10013F-HRTimeline
Kozak & Associates, Inc.981$118K0.03%+913F-HRTimeline
Capula Management Ltdin group Capula Management Ltd954$116K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Bangor Savings Bank941$115K0.01%-18513F-HRTimeline
Key Financial Inc941$115K0.02%-25013F-HRTimeline
Acropolis Investment Management, LLC932$114K0.01%new13F-HRTimeline
Coston, McIsaac & Partners914$111K0.03%+8613F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…880$107K0.04%013F-HRTimeline
Capital Advisors, Ltd. LLC877$107K0.01%-1913F-HRTimeline
Addison Advisors LLC870$106K0.03%-22813F-HRTimeline
Plante Moran Financial Advisors, LLC869$106K0.01%-66713F-HRTimeline
Holos Integrated Wealth LLC851$104K0.07%013F-HRTimeline
2UniFi Bank862$101K0.07%013F-HRTimeline
GKV Capital Management Co., Inc.800$97.6K0.05%013F-HR/ATimeline
LOUISBOURG INVESTMENTS INC.800$97.6K0.03%013F-HRTimeline
WPG Advisers, LLC798$97.3K0.09%-15713F-HRTimeline
Painted Porch Advisors LLC789$96.2K0.04%-24013F-HRTimeline
Western Pacific Wealth Management, LP783$95.5K0.09%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD776$94.6K0.06%+4013F-HRTimeline
ZynergyRetirementPlanningLLC872$93.9K0.07%new13F-HRTimeline
Fourth Dimension Wealth, LLC768$93.7K0.05%+10013F-HRTimeline
Atlantic Edge Private Wealth Management…767$93.6K0.03%+5013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC763$93.1K0.01%013F-HRTimeline
Westside Investment Management, Inc.760$92.7K0.02%013F-HRTimeline
Wiser Advisor Group LLC753$91.8K0.14%-1,04313F-HRTimeline
Princeton Global Asset Management LLC740$90.3K0.02%-44913F-HRTimeline