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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,354 managers (2,399 13F filers) reported a position in DUK shares at 2025-12-31, 536,857,859 shares in all. 102 filers opened a position and 148 filers sold out during the quarter.

Managers
2,354
13F filers
2,399
New
102
Added
1,010
Reduced
826
Sold out
148
Shares held by filers
536,857,859

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Buttonwood Financial Advisors Inc.2,243$263K0.09%-4313F-HRTimeline
Manske Wealth Management2,242$263K0.08%+213F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC2,236$262K0.26%13F-HRTimeline
CULTIVAR CAPITAL, INC.2,235$262K0.17%-12613F-HRTimeline
CYBER HORNET ETFs LLC2,231$261K0.16%+11813F-HRTimeline
New Hampshire Trust2,228$261K0.05%-66913F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …2,235$261K0.14%+1713F-HRTimeline
Capital Planning Advisors, LLC2,216$260K0.03%+3213F-HRTimeline
Smith Partners Wealth Management, LLC2,213$259K0.24%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,201$258K0.13%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,197$258K0.09%+2,18713F-HRTimeline
M.E. ALLISON & CO., INC.2,196$257K0.17%-29413F-HRTimeline
Vantage Financial Partners, LLC2,191$257K0.05%+913F-HRTimeline
Joel Adams & Associates, Inc.2,189$257K0.19%013F-HRTimeline
Roble, Belko & Company, Inc2,182$256K0.03%013F-HRTimeline
CHILTON INVESTMENT CO INC.2,179$255K0.01%-4013F-HRTimeline
Blossom Wealth Management2,175$255K0.42%-35513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,164$254K0.07%013F-HRTimeline
Clearwater Capital Advisors, LLC2,159$253K0.02%+13213F-HRTimeline
ROCKLAND TRUST CO2,158$253K0.01%new13F-HRTimeline
Meramec Financial Planners, LLC2,072$252K0.1%13F-HRTimeline
Auxano Advisors, LLC2,149$252K0.05%-313F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC2,136$250K0.03%-53813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,132$250K0.03%-313F-HRTimeline
Robertson Stephens Wealth Management, L…2,128$249K0.01%+32213F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,122$249K0.04%013F-HRTimeline
OPTIMIZE FINANCIAL INC.2,120$248K0.13%+2813F-HRTimeline
Aigen Investment Management, LP2,117$248K0.06%-8,02413F-HRTimeline
Facet Wealth, Inc.2,061$248K<0.01%+33913F-HRTimeline
Balance Wealth Partners LLC2,114$248K0.08%+4913F-HRTimeline
Provident Wealth Management, LLC2,108$247K0.07%013F-HRTimeline
Liberty Capital Management, Inc.2,105$247K0.05%013F-HRTimeline
SHP Wealth Management2,106$247K0.02%13F-HRTimeline
EWA, LLC2,102$246K0.06%-10113F-HRTimeline
Longboard Asset Management, LP2,101$246K1.57%013F-HRTimeline
ARS Investment Partners, LLC2,100$246K0.01%new13F-HRTimeline
Severin Investments, LLC2,099$246K0.22%-18113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,097$246K0.26%-23313F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,090$245K0.15%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.2,104$245K0.08%-27613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,086$244K0.05%+9013F-HRTimeline
Darwin Wealth Management, LLC2,078$244K0.08%-6113F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,075$243K0.05%013F-HRTimeline
OSSIAM2,069$243K<0.01%-56,17513F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,062$242K0.03%+22313F-HRTimeline
Goldstein Advisors, LLC2,062$242K0.03%+6213F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT2,059$241K0.12%+28413F-HRTimeline
INCEPTIONR LLC2,055$241K0.07%-9,14613F-HRTimeline
Hilltop National Bank2,055$241K0.06%-8213F-HRTimeline
GF FUND MANAGEMENT CO. LTD.2,054$241K<0.01%new13F-HRTimeline
XXI WEALTH, LLC2,052$241K0.15%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,038$240K0.08%+6813F-HRTimeline
Brucke Financial, Inc.2,045$240K0.13%+24913F-HRTimeline
VestGen Investment Management2,043$239K0.13%new13F-HRTimeline
Ponta Wealth Partners, LLC2,042$239K0.22%13F-HRTimeline
Commonwealth Retirement Investments LLC2,038$239K0.08%new13F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,035$239K0.08%-18913F-HRTimeline
TMB Capital Partners, LLC2,028$238K0.08%13F-HRTimeline
Canal Capital Management, LLC2,027$238K0.03%+613F-HRTimeline
Physician Wealth Advisors, Inc.2,026$237K0.03%+613F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,025$237K0.05%-1,41813F-HRTimeline
Legacy Private Trust Co.2,025$237K0.01%013F-HRTimeline
Chung Wu Investment Group, LLC2,018$237K0.19%013F-HRTimeline
LaSalle St. Investment Advisors, LLC2,014$236K0.04%-213F-HRTimeline
Enclave Advisors LLC2,013$236K0.03%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,013$236K0.02%-41813F-HRTimeline
Wright Wealth LLC2,011$236K0.15%13F-HRTimeline
Taylor Financial Group, Inc.2,009$235K0.14%013F-HRTimeline
SENTINEL TRUST CO LBA2,006$235K0.02%013F-HRTimeline
PIONEER TRUST BANK N A/OR2,000$234K0.05%-6613F-HRTimeline
Westover Capital Advisors, LLC2,000$234K0.04%013F-HRTimeline
PROMETHIUM ADVISORS,LLC2,000$234K0.13%new13F-HRTimeline
Graver Capital Management, LLC2,000$234K0.19%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,000$234K0.03%+13413F-HRTimeline
TrustBankin group TrustBank1,997$234K0.1%13F-HRTimelineGroup
Annex Advisory Services, LLC1,996$234K<0.01%-18,65213F-HRTimeline
Tower Wealth Partners, Inc.1,995$234K0.13%+1113F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,992$233K0.06%+913F-HRTimeline
TRED AVON FAMILY WEALTH, LLC1,990$233K0.08%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,987$233K0.12%-3513F-HRTimeline
Legacy Edge Advisors, LLC1,987$233K0.03%new13F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,985$233K0.01%-2513F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,985$233K0.02%-6113F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC1,983$232K0.18%-613F-HRTimeline
MGB Wealth Management, LLC1,982$232K0.07%+1313F-HRTimeline
Community Financial Services Group, LLC1,981$232K0.04%013F-HRTimeline
Nicholson Wealth Management Group, LLC1,980$232K0.14%-31113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,979$232K0.01%+4113F-HRTimeline
Beaumont Financial Advisors, LLC1,977$232K0.02%+14013F-HRTimeline
Fortis Capital Advisors, LLC1,969$231K0.03%+313F-HRTimeline
TCI Wealth Advisors, Inc.1,962$230K0.01%+17113F-HRTimeline
Phoenix Wealth Advisors1,958$229K0.09%+32613F-HRTimeline
Ferguson Shapiro LLC1,949$228K0.07%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,947$228K0.02%+613F-HRTimeline
SPWM Advisors LLC1,945$228K0.22%13F-HRTimeline
Abel Hall, LLC1,942$228K0.05%+1513F-HRTimeline
FINANCIAL CONSULATE, INC1,941$228K0.03%-12713F-HRTimeline
McLean Asset Management Corp1,916$227K0.04%-7613F-HRTimeline
tru Independence LLC1,940$227K0.06%-26713F-HRTimeline
Reyes Financial Architecture, Inc.1,939$227K0.14%+13513F-HRTimeline
Capula Management Ltdin group Capula Management Ltd1,939$227K<0.01%-53013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
W.G. Shaheen & Associates DBA Whitney &…1,935$227K0.02%new13F-HRTimeline
CrossGen Wealth, LLC1,934$227K0.2%13F-HRTimeline
Argentarii, LLC1,930$226K0.07%+25413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,928$226K0.01%013F-HRTimelineGroup
Rockbridge Investment Management, LCC1,927$226K0.02%new13F-HRTimeline
Commonwealth Financial Services, LLC1,910$224K0.04%-1,43213F-HRTimeline
Second Half Financial Partners, LLC1,909$224K0.1%-513F-HRTimeline
Meridian Financial Advisors, LLC1,908$224K0.12%-4813F-HRTimeline
Semus Wealth Partners LLC1,903$223K0.12%+1713F-HRTimeline
SEEDS INVESTOR LLC1,902$223K0.04%new13F-HRTimeline
LifePlan Investment Advisors, Inc.1,902$223K0.09%-213F-HRTimeline
Armstrong, Fleming & Moore, Inc1,896$222K0.1%-8513F-HRTimeline
Silvant Capital Management LLC1,886$221K0.01%013F-HRTimeline
Eagle Strategies LLC1,884$221K0.03%+3613F-HRTimeline
Crown Wealth Group, LLC1,882$221K0.06%+17013F-HRTimeline
Planned Solutions, Inc.1,879$220K0.07%+2713F-HRTimeline
Infinity Wealth Counsel, LLC1,877$220K0.2%013F-HRTimeline
Discipline Wealth Solutions, LLC1,874$220K0.04%+3713F-HRTimeline
Pinion Investment Advisors, LLC1,866$219K0.05%-913F-HRTimeline
Hobart Private Capital, LLC1,866$219K0.04%+13313F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,858$218K0.05%-5013F-HRTimeline
Galvin, Gaustad & Stein, LLC1,857$218K0.02%+4413F-HRTimeline
Meridian Wealth Partners, LLC1,857$218K0.03%+2513F-HRTimeline
Collaborative Wealth Managment Inc.1,852$217K0.08%new13F-HRTimeline
Weaver Consulting Group1,851$217K0.05%-913F-HRTimeline
Madison Wealth Partners, Inc1,849$217K0.04%new13F-HRTimeline
COUNTRY TRUST BANK1,848$217K<0.01%013F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…1,847$216K0.02%-2913F-HRTimelineGroup
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,840$216K0.01%new13F-HRTimelineGroup
Plancorp, LLC1,842$216K0.01%-2313F-HRTimeline
OLD NATIONAL BANCORP /IN/1,840$216K<0.01%-15313F-HRTimeline
American Money Management, LLC1,839$216K0.03%-11013F-HRTimeline
PATTON FUND MANAGEMENT, INC.1,837$215K0.03%013F-HRTimeline
Tradewinds Capital Management, LLC1,835$215K0.05%013F-HRTimeline
Leelyn Smith, LLC1,835$215K0.03%+713F-HRTimeline
Tranquility Partners, LLC1,833$215K0.08%013F-HRTimeline
Charter Oak Capital Management, LLC1,833$215K0.02%new13F-HRTimeline
Sentry LLC1,832$215K0.06%013F-HRTimeline
Crew Capital Management, Ltd1,831$215K0.14%+20013F-HRTimeline
Marin Bay Wealth Advisors, LLC1,826$214K0.12%13F-HRTimeline
Advyzon Investment Management, LLC1,825$214K0.02%new13F-HRTimeline
CAPITAL CITY TRUST CO/FL1,825$214K0.05%-4313F-HRTimeline
Sunbeam Capital Management, LLC1,814$213K0.13%-22613F-HRTimeline
J.P. Marvel Investment Advisors, LLC1,811$212K0.03%013F-HRTimeline
Strategic Investment Advisors / MI1,802$211K0.02%-3813F-HRTimeline
Revere Asset Management, Inc1,800$211K0.07%-2813F-HRTimeline
SUMMITRY LLC1,797$211K0.01%new13F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,797$211K<0.01%+11613F-HRTimeline
Sharp Wealth Advisory, LLC1,795$210K0.11%new13F-HRTimeline
Legacy Advisors, LLC1,792$210K0.02%new13F-HRTimeline
PATRON PARTNERS, LLC1,792$210K0.09%-22513F-HRTimeline
Stephens Consulting, LLC1,789$210K0.07%+213F-HRTimeline
Philip James Wealth Mangement, LLC1,786$209K0.02%+813F-HRTimeline
KFA Private Wealth Group, LLC1,783$209K0.05%new13F-HRTimeline
Eagle Capital Management, LLC1,781$209K0.08%013F-HRTimeline
Redwood Wealth Management Group, LLC1,783$209K0.09%-3213F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…1,781$209K0.14%013F-HRTimeline
Kagan Cocozza Asset Management1,781$209K0.15%+1513F-HRTimeline
Mattern Wealth Management LLC1,780$209K0.04%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,780$209K0.02%-2013F-HRTimeline
WILLIAM JOHN SEMPOLINSKI1,780$209K0.1%13F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC1,776$208K0.1%13F-HRTimeline
Compass Ion Advisors, LLC1,776$208K0.02%+4413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,775$208K0.07%new13F-HRTimeline
Moody Aldrich Partners LLC1,772$208K0.04%013F-HRTimeline
Ledyard National Bank1,772$208K0.02%+4813F-HRTimeline
FIRST FINANCIAL CORP /IN/1,770$207K0.08%-7013F-HRTimeline
S Harris Financial Group, LLC1,769$207K0.2%13F-HRTimeline
BRIGHTON SECURITIES CORP.1,769$207K0.1%-15313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,768$207K0.01%-7713F-HRTimelineGroup
SAXON INTERESTS, INC.1,764$207K0.07%new13F-HRTimeline
Black Diamond Financial, LLC1,762$207K0.02%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,762$207K0.07%+2213F-HRTimeline
Compass Wealth Management, LLC/GA1,759$206K0.08%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,757$206K0.02%-26613F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC1,757$206K0.03%-9813F-HRTimeline
Fragasso Financial Advisors Inc1,755$206K0.01%-11913F-HRTimeline
Nordwand Advisors, LLC1,755$206K0.04%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO1,753$205K0.04%013F-HRTimeline
Petix & Botte Co1,752$205K0.05%013F-HRTimeline
Richwood Investment Advisors, LLC1,685$205K0.15%013F-HRTimeline
bLong Financial, LLC1,751$205K0.14%-33313F-HRTimeline
New Covenant Trust Company, N.A.1,747$205K0.19%-113F-HRTimeline
BENDER ROBERT & ASSOCIATES1,748$205K0.04%-10013F-HRTimeline
KIECKHEFER GROUP LLC1,748$205K0.1%013F-HRTimeline
Idaho Trust Co1,748$205K0.07%013F-HRTimeline
Alternative Investment Advisors, LLC.1,746$205K0.09%-58313F-HRTimeline
Safeguard Investment Advisory Group, LLC1,747$205K0.05%-1913F-HRTimeline
Kassira Wealth Management LLC1,746$205K0.19%new13F-HRTimeline
Bullock Wealth Management Group1,742$204K0.1%-1613F-HRTimeline
Americana Partners, LLC1,740$204K0.01%-2,07713F-HRTimeline
Ironsides Asset Advisors, LLC1,736$204K0.05%013F-HRTimeline
Jessup Wealth Management, Inc1,733$203K0.07%+113F-HRTimeline
Wingate Wealth Advisors, Inc.1,733$203K0.11%013F-HRTimeline
Hughes Financial Services, LLC1,732$203K0.03%-2113F-HRTimeline
Fortitude Advisory Group L.L.C.1,732$203K0.09%+813F-HRTimeline
Heritage Trust Co1,731$203K0.02%+1813F-HRTimeline
Warren Street Wealth Advisors, LLC1,729$203K0.06%+3313F-HRTimeline
Ruggiero Investments, Inc.1,727$202K0.18%13F-HRTimeline