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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,429 managers (2,483 13F filers) reported a position in DUK shares at 2026-03-31, 540,962,781 shares in all. 197 filers opened a position and 108 filers sold out during the quarter.

Managers
2,429
13F filers
2,483
New
197
Added
1,094
Reduced
828
Sold out
108
Shares held by filers
540,962,781

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Warm Springs Advisors Inc.2,291$300K0.25%013F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT2,289$300K0.24%new13F-HRTimeline
Kennebec Savings Bank2,279$298K0.27%+413F-HRTimeline
Towne Trust Company, N.A2,274$298K0.1%-9913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,272$298K0.01%-41413F-HRTimeline
GC Wealth Management RIA, LLC2,270$297K0.01%-1,13013F-HRTimeline
KTF INVESTMENTS, LLC2,270$297K0.05%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,270$297K0.02%-313F-HRTimeline
Sovereign Investment Advisors, LLC2,268$297K0.06%new13F-HRTimeline
CAPITAL CITY TRUST CO/FL2,265$297K0.07%+44013F-HRTimeline
Robertson Stephens Wealth Management, L…2,254$295K0.01%+12613F-HRTimeline
CENTRAL BANK & TRUST CO2,253$295K0.05%013F-HRTimeline
Van Cleef Asset Management,Inc2,249$294K0.03%013F-HRTimeline
Basecamp Wealth Advisors LLC2,248$294K0.06%-413F-HRTimeline
Stokes Family Office, LLC2,244$294K0.03%-33913F-HRTimeline
Manske Wealth Management2,243$294K0.08%+113F-HRTimeline
Winthrop Advisory Group LLC2,243$294K0.02%-47513F-HRTimeline
Reyes Financial Architecture, Inc.2,241$293K0.24%+30213F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC2,236$293K0.29%013F-HRTimeline
MKT Advisors LLC2,220$293K0.1%-75713F-HRTimeline
CULTIVAR CAPITAL, INC.2,235$293K0.19%013F-HRTimeline
Capital Planning Advisors, LLC2,231$292K0.04%+1513F-HRTimeline
Sunflower Bank, N.A.2,231$292K0.07%-1713F-HRTimeline
Capital Asset Advisory Services LLC2,281$292K0.01%-98813F-HRTimeline
Goldstein Advisors, LLC2,217$290K0.03%+15513F-HRTimeline
Laurion Capital Management LP2,209$289K0.03%new13F-HRTimeline
Front Row Advisors LLC2,202$288K0.1%-14013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,201$288K0.14%013F-HRTimeline
CSS LLC/IL2,200$288K0.02%new13F-HRTimeline
Churchill Financial Advisors, LLC2,200$288K0.06%new13F-HRTimeline
M.E. ALLISON & CO., INC.2,198$288K0.19%+213F-HRTimeline
Buttonwood Financial Advisors Inc.2,194$287K0.1%-4913F-HRTimeline
Stirlingshire Investments, Inc.2,193$287K0.25%new13F-HRTimeline
SHP Wealth Management2,192$287K0.02%+8613F-HRTimeline
Joel Adams & Associates, Inc.2,189$287K0.21%013F-HRTimeline
Roble, Belko & Company, Inc2,182$286K0.04%013F-HRTimeline
Klingman & Associates, LLC2,184$286K0.01%-31913F-HRTimeline
Blossom Wealth Management2,184$286K0.42%+913F-HRTimeline
ROCKLAND TRUST CO2,169$284K0.01%+1113F-HRTimeline
TRED AVON FAMILY WEALTH, LLC2,166$284K0.09%+17613F-HRTimeline
Alhambra Investment Management LLC2,159$283K0.13%-10713F-HRTimeline
Auxano Advisors, LLC2,157$282K0.06%+813F-HRTimeline
BAILARD, INC.2,155$282K0.01%-32,05313F-HRTimeline
Alpha Zero LLC2,155$282K0.14%new13F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC2,146$281K0.03%+1013F-HRTimeline
CYBER HORNET ETFs LLC2,137$280K0.18%-9413F-HRTimeline
Werba Rubin Papier Wealth Management2,135$280K0.04%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC2,135$280K0.06%-18713F-HRTimeline
Severin Investments, LLC2,129$279K0.24%+3013F-HRTimeline
Clearwater Capital Advisors, LLC2,127$279K0.02%-3213F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.2,126$278K0.15%-17213F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC2,116$277K0.02%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,117$277K0.08%-4713F-HR/ATimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,113$277K0.03%-1913F-HRTimeline
Provident Wealth Management, LLC2,108$276K0.08%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,105$276K0.04%-1713F-HRTimeline
Spartan Wealth Advisory Services LLC2,103$275K0.02%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,104$275K0.09%+6613F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,096$274K0.28%-113F-HRTimeline
LaSalle St. Investment Advisors, LLC2,094$274K0.04%+8013F-HRTimeline
Darwin Wealth Management, LLC2,093$274K0.09%+1513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,091$274K0.18%+113F-HRTimeline
Crown Wealth Group, LLC2,081$272K0.08%+19913F-HRTimeline
VestGen Investment Management2,078$272K0.15%+3513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,075$272K0.06%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.2,118$271K0.09%+1413F-HRTimeline
Premier Private Wealth Management LLC2,070$271K0.29%-20013F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC2,066$271K0.07%13F-HRTimeline
CPC Advisors, LLC2,043$268K0.04%-51,66713F-HRTimeline
Ponta Wealth Partners, LLC2,041$267K0.21%-113F-HRTimeline
Commonwealth Retirement Investments LLC2,038$267K0.08%013F-HRTimeline
Jessup Wealth Management, Inc2,033$266K0.1%+30013F-HRTimeline
TMB Capital Partners, LLC2,029$266K0.09%+113F-HRTimeline
Meramec Financial Planners, LLC2,076$265K0.11%+413F-HRTimeline
Golden Reserve Retirement LLC2,027$265K0.05%new13F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,025$265K0.05%013F-HRTimeline
Urban Wealth Management, LLC2,025$265K0.27%new13F-HRTimeline
Legacy Private Trust Co.2,025$265K0.02%013F-HRTimeline
Beaumont Financial Advisors, LLC2,023$265K0.02%+4613F-HRTimeline
MBE Wealth Management, LLC2,022$265K0.11%new13F-HRTimeline
WILLIAM JOHN SEMPOLINSKI2,020$264K0.13%+24013F-HRTimeline
Rockbridge Investment Management, LCC2,019$264K0.02%+9213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,017$264K0.02%+48413F-HRTimelineGroup
Enclave Advisors LLC2,017$264K0.04%+413F-HRTimeline
Colonial River Investments, LLC2,014$264K0.09%-47913F-HRTimeline
Phoenix Wealth Advisors2,014$264K0.1%+5613F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,013$264K0.03%013F-HR/ATimeline
Taylor Financial Group, Inc.2,009$263K0.16%013F-HRTimeline
SENTINEL TRUST CO LBA2,006$263K0.03%013F-HRTimeline
PIONEER TRUST BANK N A/OR2,004$262K0.06%+413F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…1,999$262K0.01%+15913F-HRTimelineGroup
PROMETHIUM ADVISORS,LLC2,000$262K0.14%013F-HRTimeline
Graver Capital Management, LLC2,000$262K0.2%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,996$261K0.11%-20113F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT1,994$261K0.13%-6513F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS1,985$260K0.01%new13F-HRTimeline
Commonwealth Financial Services, LLC1,982$259K0.04%+7213F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC1,981$259K0.19%-213F-HRTimeline
Chesapeake Wealth Management1,977$259K0.08%new13F-HRTimeline
WORLD EQUITY GROUP, INC.1,976$259K0.07%-33513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,975$259K0.03%+2813F-HRTimeline
WealthTrust Asset Management, LLC1,974$259K0.15%new13F-HRTimeline
TrustBankin group TrustBank1,972$258K0.1%-2513F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.1,972$258K0.03%-1313F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,968$258K0.08%-6713F-HRTimeline
CarsonAllaria Wealth Management, Ltd.1,963$257K0.13%-2413F-HRTimeline
Discipline Wealth Solutions, LLC1,962$257K0.03%+8813F-HRTimeline
Providence First Trust Co1,959$257K0.09%-61813F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,958$256K<0.01%+16113F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,958$256K0.06%+10013F-HRTimeline
Washington Trust Advisors, Inc.1,958$256K0.02%-54713F-HRTimeline
IVC Wealth Advisors LLC1,957$256K0.11%+23713F-HRTimeline
FINANCIAL CONSULATE, INC1,950$255K0.03%+913F-HRTimeline
Canopy Partners, LLC1,950$255K0.09%+83613F-HRTimeline
Frisch Financial Group, Inc.1,949$255K0.05%new13F-HRTimeline
Ferguson Shapiro LLC1,949$255K0.08%013F-HRTimeline
Fortis Capital Advisors, LLC1,947$255K0.03%-2213F-HRTimeline
McLean Asset Management Corp1,935$253K0.04%+1913F-HRTimeline
55 North Private Wealth, LLC1,932$253K0.06%new13F-HRTimeline
Keebeck Wealth Management1,929$253K0.03%new13F-HRTimeline
Eagle Strategies LLC1,928$252K0.03%+4413F-HRTimeline
tru Independence LLC1,928$252K0.12%-1213F-HRTimeline
Semus Wealth Partners LLC1,917$251K0.14%+1413F-HRTimeline
EWA, LLC1,916$251K0.06%-18613F-HRTimeline
Landmark Wealth Management, LLC1,916$251K0.07%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,914$251K0.06%-7813F-HRTimeline
Physician Wealth Advisors, Inc.1,914$251K0.03%-11213F-HRTimeline
Sunbeam Capital Management, LLC1,911$250K0.14%+9713F-HRTimeline
Tower Wealth Partners, Inc.1,910$250K0.14%-8513F-HRTimeline
Meridian Financial Advisors, LLC1,908$250K0.14%013F-HRTimeline
Fragasso Financial Advisors Inc1,901$250K0.02%+14613F-HRTimeline
CrossGen Wealth, LLC1,902$249K0.22%-3213F-HRTimeline
BURNS J W & CO INC/NY1,898$249K0.03%-71613F-HRTimeline
Armstrong, Fleming & Moore, Inc1,896$248K0.11%013F-HRTimeline
Everstar Asset Management, LLC1,891$248K0.13%new13F-HRTimeline
Meridian Wealth Partners, LLC1,887$247K0.03%+3013F-HRTimeline
Silvant Capital Management LLC1,886$247K0.01%013F-HRTimeline
Planned Solutions, Inc.1,879$246K0.08%013F-HRTimeline
Leelyn Smith, LLC1,877$246K0.03%+4213F-HRTimeline
Infinity Wealth Counsel, LLC1,877$246K0.23%013F-HRTimeline
Sharp Wealth Advisory, LLC1,876$246K0.12%+8113F-HRTimeline
Financial Engines Advisors L.L.C.1,872$245K<0.01%new13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…1,863$244K0.09%new13F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC1,858$243K0.02%+113F-HRTimeline
Johnson Bixby & Associates, LLC1,857$243K0.03%new13F-HRTimeline
FSM Wealth Advisors, LLC1,853$243K0.03%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC1,848$242K0.01%-13113F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…1,847$242K0.02%013F-HRTimelineGroup
Charter Oak Capital Management, LLC1,841$241K0.02%+813F-HRTimeline
Blue Capital, Inc.1,840$241K0.16%new13F-HRTimeline
American Money Management, LLC1,839$241K0.04%013F-HRTimeline
PATTON FUND MANAGEMENT, INC.1,837$241K0.04%013F-HRTimeline
Legacy Edge Advisors, LLC1,837$241K0.03%-15013F-HRTimeline
Tradewinds Capital Management, LLC1,835$240K0.05%013F-HRTimeline
Tranquility Partners, LLC1,833$240K0.09%013F-HRTimeline
Hobart Private Capital, LLC1,831$240K0.05%-3513F-HRTimeline
Sentry LLC1,822$239K0.08%-1013F-HRTimeline
Wright Wealth LLC1,820$238K0.16%-19113F-HRTimeline
Weaver Consulting Group1,818$238K0.06%-3313F-HRTimeline
J.P. Marvel Investment Advisors, LLC1,811$237K0.03%013F-HRTimeline
Annex Advisory Services, LLC1,805$236K<0.01%-19113F-HRTimeline
Schonfeld Strategic Advisors LLC1,802$236K<0.01%-1,87213F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…1,800$236K0.02%-13513F-HRTimeline
DV Trading LLC1,800$236K0.02%+1,29113F-HRTimeline
Revere Asset Management, Inc1,800$236K0.12%013F-HRTimeline
Smith Partners Wealth Management, LLC1,800$236K0.21%-41313F-HRTimeline
Elevation Advisory Partners LLC1,959$236K0.22%13F-HRTimeline
Second Half Financial Partners, LLC1,799$236K0.11%-11013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,799$236K0.07%+5213F-HRTimeline
GGM Financial LLC1,797$235K0.11%+58013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,791$235K0.03%-27113F-HRTimeline
Chung Wu Investment Group, LLC1,790$234K0.2%-22813F-HRTimeline
Plancorp, LLC1,776$234K0.01%-6613F-HRTimeline
Family Legacy Financial Solutions, LLC1,787$234K0.19%-67013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC1,787$234K0.03%+3013F-HRTimelineGroup
CHARTER RESEARCH & INVESTMENT GROUP, IN…1,781$233K0.16%013F-HRTimeline
Mattern Wealth Management LLC1,780$233K0.05%013F-HRTimeline
Eagle Capital Management, LLC1,781$233K0.09%013F-HRTimeline
Wellspring Financial Advisors, LLC1,779$233K0.02%-58213F-HRTimeline
Nemes Rush Group LLC1,779$233K0.02%+33213F-HRTimeline
OLD NATIONAL BANCORP /IN/1,775$232K<0.01%-6513F-HRTimeline
Richwood Investment Advisors, LLC1,775$232K0.18%+9013F-HRTimeline
Kagan Cocozza Asset Management1,775$232K0.16%-613F-HRTimeline
Norman Fields, Gottscho Capital Managem…1,774$232K0.08%new13F-HRTimeline
Moody Aldrich Partners LLC1,772$232K0.04%013F-HRTimeline
Black Diamond Financial, LLC1,769$232K0.03%+713F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,767$231K0.04%+1013F-HRTimeline
Waldron Private Wealth LLC1,766$231K0.01%new13F-HRTimeline
Joule Financial, LLC1,765$231K0.07%-52413F-HRTimeline
IFS Group,LLC1,763$231K0.21%13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,762$231K0.08%013F-HRTimeline
Redwood Wealth Management Group, LLC1,760$230K0.1%-2313F-HRTimeline
TCI Wealth Advisors, Inc.1,760$230K0.01%-20213F-HRTimeline
Compass Wealth Management, LLC/GA1,759$230K0.1%013F-HRTimeline
Beacon Wealthcare LLC1,757$230K0.08%new13F-HRTimeline
Nordwand Advisors, LLC1,755$230K0.04%013F-HRTimeline
Newman Dignan & Sheerar, Inc.1,753$230K0.05%+3413F-HRTimeline
bLong Financial, LLC1,751$229K0.17%013F-HRTimeline
BENDER ROBERT & ASSOCIATES1,748$229K0.05%013F-HRTimeline
KIECKHEFER GROUP LLC1,748$229K0.11%013F-HRTimeline