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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,233 managers (2,272 13F filers) reported a position in DUK shares at 2025-06-30, 531,873,273 shares in all. 125 filers opened a position and 119 filers sold out during the quarter.

Managers
2,233
13F filers
2,272
New
125
Added
1,031
Reduced
747
Sold out
119
Shares held by filers
531,873,273

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Private Trust Co.2,025$239K0.02%-17513F-HRTimeline
Virtue Capital Management, LLC2,025$239K0.04%-27313F-HRTimeline
tru Independence LLC2,023$239K0.07%+7113F-HRTimeline
Taylor Financial Group, Inc.2,019$238K0.15%013F-HRTimeline
Chung Wu Investment Group, LLC2,018$238K0.25%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,017$238K0.03%new13F-HRTimeline
PATRON PARTNERS, LLC2,017$238K0.12%-34013F-HRTimeline
LaSalle St. Investment Advisors, LLC2,023$238K0.07%+17413F-HRTimeline
Tower Wealth Partners, Inc.2,016$238K0.14%+17013F-HRTimeline
Ferguson Shapiro LLC2,015$238K0.08%new13F-HRTimeline
Philip James Wealth Mangement, LLC2,012$237K0.03%+813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,009$237K0.01%-6,17813F-HRTimelineGroup
ATLANTIC FAMILY WEALTH, LLC2,009$237K0.21%-613F-HRTimeline
SENTINEL TRUST CO LBA2,006$237K0.03%new13F-HRTimeline
Westover Capital Advisors, LLC2,000$236K0.05%013F-HRTimeline
Graver Capital Management, LLC2,000$236K0.21%013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,993$235K<0.01%new13F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…1,991$235K0.04%013F-HRTimeline
Uniting Wealth Partners, LLC1,987$234K0.09%+313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,983$234K0.01%new13F-HRTimelineGroup
CPC Advisors, LLC1,981$234K0.03%-40613F-HRTimeline
Armstrong, Fleming & Moore, Inc1,981$234K0.13%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,975$233K0.07%+713F-HRTimeline
Sovran Advisors, LLC1,997$232K0.02%+24013F-HRTimeline
MGB Wealth Management, LLC1,961$231K0.08%new13F-HRTimeline
Provident Wealth Management, LLC1,958$231K0.08%013F-HRTimeline
Meridian Financial Advisors, LLC1,956$231K0.15%013F-HRTimeline
Truepoint, Inc.1,956$231K0.01%new13F-HRTimeline
NBW CAPITAL LLC1,955$231K0.05%+15313F-HRTimeline
WHITE PINE CAPITAL LLC1,954$231K0.07%new13F-HRTimeline
E Fund Management Co., Ltd.1,954$231K0.01%-49613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,952$230K0.02%+4513F-HRTimelineGroup
Semus Wealth Partners LLC1,946$230K0.15%-5813F-HRTimeline
Goldstein Advisors, LLC1,944$229K0.03%+1713F-HRTimeline
Shilanski & Associates, Inc.1,944$229K0.07%-11213F-HRTimeline
Brucke Financial, Inc.1,940$229K0.16%new13F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …1,936$228K0.14%+16613F-HRTimeline
Riverbend Wealth Management, LLC1,935$228K0.17%-61113F-HRTimeline
Second Half Financial Partners, LLC1,932$228K0.11%-1013F-HRTimeline
Advyzon Investment Management, LLC1,930$228K0.05%+26813F-HRTimeline
Plato Investment Management Ltd1,935$227K0.02%013F-HRTimeline
Abel Hall, LLC1,921$227K0.1%-38713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,920$227K0.1%+2413F-HRTimelineGroup
PATRICK M SWEENEY & ASSOCIATES, INC1,929$226K0.16%-1013F-HRTimeline
William Allan Corp1,910$225K0.13%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,910$225K0.02%+113F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,908$225K0.05%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,903$225K0.01%-2,27513F-HRTimeline
Eagle Strategies LLC1,903$225K0.03%-60113F-HRTimeline
Kagan Cocozza Asset Management1,898$224K0.17%-1013F-HRTimeline
Gilman Hill Asset Management, LLC1,895$224K0.04%013F-HRTimeline
American Money Management, LLC1,895$224K0.04%-66113F-HRTimeline
Silvant Capital Management LLC1,886$223K0.01%013F-HRTimeline
FIRST AMERICAN TRUST, FSB1,884$222K0.02%+11813F-HRTimeline
Towne Trust Company, N.A1,880$222K0.08%-15013F-HR/ATimeline
EARNED WEALTH ADVISORS, LLC1,878$222K0.04%+16013F-HRTimeline
ATWOOD & PALMER INC1,878$222K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,878$222K0.02%-1813F-HRTimeline
LifePlan Investment Advisors, Inc.1,878$222K0.11%-313F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…1,877$222K0.08%+18313F-HRTimeline
Infinity Wealth Counsel, LLC1,877$221K0.22%013F-HRTimeline
Plancorp, LLC1,875$221K0.01%+1913F-HRTimeline
Pinion Investment Advisors, LLC1,875$221K0.08%-113F-HRTimeline
GRIES FINANCIAL LLC1,871$221K0.04%+4513F-HRTimeline
Benin Management CORP1,868$220K0.06%013F-HRTimeline
Beaumont Financial Advisors, LLC1,866$220K0.02%-1913F-HRTimeline
ADELL HARRIMAN & CARPENTER INC1,865$220K0.01%+913F-HRTimeline
Stokes Family Office, LLC1,860$220K0.02%-17913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC1,860$219K0.06%-18113F-HRTimeline
Balance Wealth Partners LLC1,858$219K0.13%-113F-HRTimeline
James J. Burns & Company, LLC1,857$219K0.04%+6113F-HRTimeline
Hughes Financial Services, LLC1,749$219K0.04%+713F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,855$219K0.04%+18713F-HRTimeline
Focused Wealth Management, Inc1,854$219K0.03%-92013F-HRTimeline
Planned Solutions, Inc.1,852$219K0.08%013F-HRTimeline
BENDER ROBERT & ASSOCIATES1,848$218K0.05%013F-HRTimeline
Strategic Investment Advisors / MI1,847$218K0.02%+12113F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,842$218K0.09%-11313F-HRTimeline
Weaver Consulting Group1,845$218K0.06%+313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,841$217K0.02%+1213F-HRTimeline
FULLCIRCLE WEALTH LLC1,748$217K0.08%+1013F-HRTimeline
West Branch Capital LLC1,838$217K0.06%-14013F-HRTimeline
PATTON FUND MANAGEMENT, INC.1,837$217K0.05%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,836$217K0.03%-9713F-HRTimeline
Tranquility Partners, LLC1,833$216K0.08%013F-HRTimeline
Sentry LLC1,831$216K0.04%+8613F-HRTimeline
Financial Engines Advisors L.L.C.1,828$216K<0.01%new13F-HRTimeline
Obermeyer Wealth Partners1,824$215K0.01%013F-HRTimeline
Norman Fields, Gottscho Capital Managem…1,818$215K0.07%-5013F-HRTimeline
Leelyn Smith, LLC1,822$215K0.04%+713F-HRTimeline
Reyes Financial Architecture, Inc.1,822$215K0.19%-513F-HRTimeline
Stephens Consulting, LLC1,815$214K0.05%+2813F-HRTimeline
Beacon Financial Advisory LLC1,814$214K0.06%-7,35413F-HRTimeline
Redwood Wealth Management Group, LLC1,811$214K0.1%+313F-HRTimeline
J.P. Marvel Investment Advisors, LLC1,811$214K0.03%013F-HRTimeline
Tradewinds Capital Management, LLC1,809$213K0.05%013F-HRTimeline
180 WEALTH ADVISORS, LLC1,808$213K0.03%-4213F-HRTimeline
OSTRUM ASSET MANAGEMENT1,801$213K0.01%-5213F-HRTimeline
Revere Asset Management, Inc1,800$212K0.1%-60013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,799$212K0.05%+1913F-HRTimeline
Jessup Wealth Management, Inc1,795$212K0.08%+213F-HRTimeline
Lifeworks Advisors, LLC1,792$211K0.03%-213F-HRTimeline
WealthTrust Asset Management, LLC1,790$211K0.16%-31013F-HRTimeline
TCI Wealth Advisors, Inc.1,790$211K0.01%013F-HRTimeline
Fortitude Advisory Group L.L.C.1,789$211K0.12%013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…1,781$210K0.16%013F-HRTimeline
Mattern Wealth Management LLC1,780$210K0.04%013F-HRTimeline
Eagle Capital Management, LLC1,781$210K0.09%new13F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT1,780$210K0.1%-14413F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC1,779$210K0.04%new13F-HRTimelineGroup
Alteri Wealth LLC1,779$210K0.08%-5713F-HRTimeline
SAX WEALTH ADVISORS, LLC1,773$209K0.01%+2913F-HRTimeline
Mill Creek Capital Advisors, LLC1,772$209K<0.01%-23513F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,768$209K<0.01%+9513F-HRTimeline
PKS Advisory Services, LLC1,773$209K0.05%new13F-HRTimeline
Bullock Wealth Management Group1,748$208K0.11%-6513F-HRTimeline
Compass Wealth Management, LLC/GA1,759$208K0.11%13F-HRTimeline
Compass Ion Advisors, LLC1,755$207K0.02%+813F-HRTimeline
Petix & Botte Co1,752$207K0.05%013F-HRTimeline
Fragasso Financial Advisors Inc1,751$207K0.01%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,748$206K0.07%+513F-HRTimeline
Idaho Trust Co1,748$206K0.07%new13F-HRTimeline
Chesapeake Wealth Management1,748$206K0.07%-1513F-HRTimeline
KIECKHEFER GROUP LLC1,748$206K0.11%013F-HRTimeline
Newman Dignan & Sheerar, Inc.1,744$206K0.05%new13F-HRTimeline
Zhang Financial LLC1,743$206K0.01%+113F-HRTimeline
Strata Wealth Advisors, LLC1,742$206K0.06%+613F-HRTimeline
Ironsides Asset Advisors, LLC1,736$205K0.06%-2313F-HRTimeline
Aventura Private Wealth, LLC1,735$205K0.09%-24013F-HRTimeline
COUNTRY TRUST BANK1,734$205K<0.01%+11413F-HRTimeline
Binnacle Investments Inc1,733$204K0.13%+10813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC1,727$204K0.03%+513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,726$204K0.04%013F-HRTimeline
SAXON INTERESTS, INC.1,664$203K0.09%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,719$203K0.03%+813F-HRTimeline
Key Client Fiduciary Advisors, LLC1,715$202K0.08%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,709$202K0.08%013F-HRTimeline
1834 INVESTMENT ADVISORS CO1,700$201K0.03%013F-HRTimeline
Wilkins Miller Wealth Management, LLC1,697$200K0.14%+713F-HRTimeline
Whipplewood Advisors, LLC1,659$196K0.11%+12413F-HRTimeline
BARRETT & COMPANY, INC.1,651$195K0.07%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,650$195K0.12%013F-HRTimeline
IMG Wealth Management, Inc.1,617$191K0.15%+25213F-HRTimeline
McIlrath & Eck, LLC1,502$177K0.02%-3313F-HRTimeline
Deseret Mutual Benefit Administrators1,502$177K0.08%013F-HRTimeline
Morse Asset Management, Inc1,500$177K0.04%013F-HRTimeline
MeadowBrook Investment Advisors LLC1,493$176K0.16%013F-HRTimeline
Addison Advisors LLC1,481$175K0.04%+61113F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,462$172K0.03%+313F-HRTimeline
Medallion Wealth Advisors, LLC1,418$168K0.07%-1613F-HRTimeline
Physician Wealth Advisors, Inc.1,423$168K0.03%+7113F-HRTimeline
ALERUS FINANCIAL NA1,409$166K0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC1,408$166K0.02%+8513F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …1,395$165K0.01%+1,38513F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC1,395$165K0.16%013F-HRTimeline
Traub Capital Management LLC1,394$164K0.15%13F-HRTimeline
Wealth Preservation Advisors, LLC1,378$163K0.1%+4013F-HRTimeline
Center for Financial Planning, Inc.1,370$162K0.02%013F-HRTimeline
Catalyst Capital Advisors LLC1,360$160K<0.01%-22013F-HRTimeline
REDMONT WEALTH ADVISORS LLC1,347$159K0.23%013F-HRTimeline
Fourth Dimension Wealth, LLC1,342$158K0.07%+57413F-HRTimeline
Goodman Advisory Group, LLC1,337$158K0.05%-29,32413F-HRTimeline
Fortitude Family Office, LLC1,335$158K0.05%-10013F-HRTimeline
Kimelman & Baird, LLC1,332$157K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,307$154K0.03%-28813F-HRTimelineGroup
Rossby Financial, LCC1,292$152K0.06%-20613F-HRTimeline
New England Capital Financial Advisors …1,263$149K0.07%-4813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,250$148K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC1,233$145K0.03%013F-HRTimeline
S.A. Mason LLC1,215$143K0.07%013F-HRTimeline
Smallwood Wealth Investment Management,…1,204$142K0.08%013F-HRTimeline
Icon Wealth Advisors, LLC1,204$142K0.01%+8713F-HRTimeline
Nemes Rush Group LLC1,166$138K0.01%+1013F-HRTimeline
First Pacific Financial1,149$136K0.02%+91513F-HRTimeline
Missouri Trust & Investment Co1,140$135K0.04%+16913F-HRTimeline
Princeton Global Asset Management LLC1,124$133K0.02%+38413F-HRTimeline
Coastline Trust Co1,100$130K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WFA of San Diego, LLC1,087$128K0.09%13F-HRTimeline
Cutler Capital Management, LLC1,086$128K0.04%-1913F-HRTimeline
AllSquare Wealth Management LLC1,082$128K0.07%013F-HRTimeline
WEBSTER BANK, N. A.1,059$125K0.01%013F-HRTimeline
Howard Capital Management Group, LLC1,048$124K0.01%-10013F-HRTimeline
Piscataqua Savings Bank1,029$121K0.1%013F-HRTimeline
Advantage Trust Co1,029$121K0.06%+63013F-HRTimeline
GHP Investment Advisors, Inc.1,028$121K0.01%+50813F-HRTimeline
New Millennium Group LLC1,028$121K0.07%-7213F-HRTimeline
Dakota Community Bank & Trust NA1,027$121K0.54%-37713F-HRTimeline
Byrne Asset Management LLC1,018$120K0.08%013F-HRTimeline
Copia Wealth Management1,017$120K0.1%013F-HRTimeline
Investors Research Corp999$118K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC999$118K0.01%+2213F-HRTimeline
Hartford Financial Management Inc.975$115K0.03%-17,20813F-HRTimeline
Headlands Technologies LLC968$114K0.01%new13F-HRTimeline
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…963$114K0.07%+42813F-HR/ATimelineGroup
Westside Investment Management, Inc.941$111K0.02%+18113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD941$111K0.06%+16513F-HRTimeline
Key Financial Inc941$111K0.02%013F-HRTimeline
TruNorth Capital Management, LLC940$111K0.02%-42813F-HRTimeline
Bangor Savings Bank937$111K0.01%-413F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.919$108K0.08%+90013F-HRTimeline