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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,437 managers (2,491 13F filers) reported a position in DUK shares at 2026-06-30, 543,917,056 shares in all. 142 filers opened a position and 136 filers sold out during the quarter.

Managers
2,437
13F filers
2,491
New
142
Added
1,135
Reduced
813
Sold out
136
Shares held by filers
543,917,056

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Old Peak Finance LLC1,802$228K0.11%new13F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…1,800$228K0.02%013F-HRTimeline
Revere Asset Management, Inc1,800$228K0.09%013F-HRTimeline
FDx Advisors, Inc.1,791$227K0.07%-65213F-HRTimeline
Chung Wu Investment Group, LLC1,790$227K0.15%013F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…1,781$225K0.14%013F-HRTimeline
Eagle Capital Management, LLC1,781$225K0.08%013F-HRTimeline
Hughes Financial Services, LLC1,775$225K0.03%+3113F-HRTimeline
Kagan Cocozza Asset Management1,775$225K0.14%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,769$224K0.02%+10813F-HRTimelineGroup
Black Diamond Financial, LLC1,768$224K0.02%-113F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,767$224K0.03%013F-HRTimeline
Waldron Private Wealth LLC1,766$224K0.01%013F-HRTimeline
AXQ CAPITAL, LP1,764$223K0.02%-24,27413F-HRTimeline
Compass Wealth Management, LLC/GA1,759$223K0.09%013F-HRTimeline
Beacon Wealthcare LLC1,757$222K0.07%013F-HRTimeline
Nordwand Advisors, LLC1,755$222K0.03%013F-HRTimeline
Newman Dignan & Sheerar, Inc.1,753$222K0.04%013F-HRTimeline
bLong Financial, LLC1,751$222K0.14%013F-HRTimeline
BENDER ROBERT & ASSOCIATES1,748$221K0.05%013F-HRTimeline
KIECKHEFER GROUP LLC1,748$221K0.09%013F-HRTimeline
Legacy Advisors, LLC1,747$221K0.02%new13F-HRTimeline
Wellspring Financial Advisors, LLC1,744$221K0.01%-3513F-HRTimeline
Madrona Financial Services, LLC1,736$220K0.04%new13F-HRTimeline
Granite Harbor Advisors, Inc.1,734$219K0.09%+8213F-HRTimeline
Wingate Wealth Advisors, Inc.1,733$219K0.1%013F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC1,730$219K0.11%-1213F-HRTimeline
S Harris Financial Group, LLC1,729$219K0.17%+2313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,726$218K0.04%013F-HRTimeline
Americana Partners, LLC1,724$218K<0.01%+15413F-HRTimeline
FIRST FINANCIAL CORP /IN/1,720$218K0.08%013F-HRTimeline
Alhambra Investment Management LLC1,719$218K0.09%-44013F-HRTimeline
Old Mission Investment Co LLC1,717$217K0.05%+2813F-HRTimeline
Rather & Kittrell, Inc.1,715$217K0.03%+2913F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,712$217K0.06%+17113F-HRTimeline
Capstone Wealth Management Group, Inc.in group Capstone Wealth Management Gr…1,712$217K0.13%13F-HRTimelineGroup
LVZ, Inc.1,708$216K0.02%+2713F-HRTimeline
WESPAC Advisors SoCal, LLC1,704$216K0.04%new13F-HRTimeline
BNB Wealth Management, LLC1,702$215K0.12%013F-HRTimeline
Alteri Wealth LLC1,702$215K0.06%+113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,699$215K0.06%+11013F-HRTimeline
F/m Investments LLC1,695$215K0.01%-213F-HRTimeline
Warren Street Wealth Advisors, LLC1,692$214K0.05%-613F-HRTimeline
MBE Wealth Management, LLC1,692$214K0.08%-33013F-HRTimeline
Fairscale Capital, LLC1,691$214K0.13%013F-HRTimeline
Hopwood Nicholas Hunter1,690$214K0.06%+1713F-HRTimeline
Caliber Wealth Management, LLC / KS1,688$214K0.02%+3213F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC1,685$213K0.03%013F-HRTimeline
Ellenbecker Investment Group1,678$212K0.02%013F-HRTimeline
FSM Wealth Advisors, LLC1,677$212K0.02%-17613F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,674$212K<0.01%-28413F-HRTimeline
MRA Advisory Group1,669$211K0.08%+413F-HRTimeline
Alternative Investment Advisors, LLC.1,668$211K0.08%+4813F-HRTimeline
Old West Investment Management, LLC1,666$211K0.02%new13F-HRTimeline
Smith Partners Wealth Management, LLC1,664$211K0.17%-13613F-HRTimeline
Sharp Wealth Advisory, LLC1,661$210K0.1%-21513F-HRTimeline
Annex Advisory Services, LLC1,656$210K<0.01%-14913F-HRTimeline
Good Harbor Advisors, Inc.1,655$209K0.2%013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,653$209K0.01%new13F-HRTimeline
Mirador Capital Partners LP1,653$209K0.03%013F-HRTimeline
SAXON INTERESTS, INC.1,653$209K0.06%-4913F-HRTimeline
SkyOak Wealth, LLC1,652$209K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.1,651$209K0.06%013F-HRTimeline
Axiom Investment Management LLC1,648$209K0.14%+17613F-HRTimeline
GDS Wealth Management1,647$208K0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,646$208K0.01%+11813F-HRTimelineGroup
MQS Management LLC1,644$208K0.25%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB1,643$208K0.01%+2213F-HRTimeline
McAdam, LLC1,642$208K0.01%new13F-HRTimeline
Compass Ion Advisors, LLC1,639$208K0.02%-2613F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,638$207K0.12%+1,04513F-HRTimeline
Marin Bay Wealth Advisors, LLC1,637$207K0.11%-1,11713F-HR/ATimeline
Swan Global Investments, LLCin group Swan Global Investments, LLC1,635$207K0.01%new13F-HRTimelineGroup
Chancellor Financial Group WB LP1,633$207K0.13%+513F-HRTimeline
Crew Capital Management, Ltd1,631$206K0.11%013F-HRTimeline
MeadowBrook Investment Advisors LLC1,628$206K0.16%013F-HRTimeline
Traveka Wealth, LLC1,628$206K0.07%+613F-HRTimeline
Entelevest, LLC1,625$206K0.18%new13F-HRTimeline
J.M. Arbour, LLC1,624$206K0.18%+9413F-HRTimeline
SPWM Advisors LLC1,644$206K0.19%-6213F-HRTimeline
Stonebrook Private Inc.1,623$205K0.04%new13F-HRTimeline
Koss-Olinger Consulting, LLC1,622$205K0.02%+1113F-HRTimeline
BRIGHTON SECURITIES CORP.1,622$205K0.09%-11313F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …1,615$204K<0.01%-1,58213F-HRTimelineGroup
Pinion Investment Advisors, LLC1,609$204K0.04%+713F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT1,605$203K0.01%013F-HRTimeline
Symmetry Partners, LLC1,605$203K0.01%new13F-HRTimeline
Fusion Capital, LLC1,605$203K0.05%+213F-HRTimeline
Capula Management Ltdin group Capula Management Ltd1,604$203K<0.01%-8,90113F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
180 WEALTH ADVISORS, LLC1,603$203K0.02%+713F-HRTimeline
Arbor Wealth Advisors LLC1,602$203K0.12%013F-HRTimeline
Stonebridge Financial Group, LLC / MO1,602$203K0.13%-7413F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC1,599$202K0.07%new13F-HRTimeline
Quadrant Private Wealth Management, LLC1,599$202K0.05%new13F-HRTimeline
A. D. Beadell Investment Counsel, Inc.1,599$202K0.13%+913F-HRTimeline
Zhang Financial LLC1,592$202K0.01%+113F-HRTimeline
TruNorth Capital Management, LLC1,590$201K0.03%new13F-HRTimeline
Strategies Wealth Advisors, LLC1,584$200K0.02%+113F-HRTimeline
Peak Retirement Planning, Inc.1,583$200K0.03%-9713F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,558$197K0.02%-2413F-HRTimeline
Knuff & Co LLC1,540$195K0.05%+18213F-HRTimeline
Atlantic Edge Private Wealth Management…1,508$191K0.04%+12613F-HRTimeline
Morse Asset Management, Inc1,500$190K0.03%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC1,481$187K0.04%+55313F-HRTimeline
CrossGen Wealth, LLC1,480$187K0.15%-42213F-HRTimeline
Dogwood Wealth Management LLC1,475$187K0.07%-3,90313F-HRTimeline
IMG Wealth Management, Inc.1,454$184K0.1%+1413F-HRTimeline
Center for Financial Planning, Inc.1,438$182K0.02%013F-HRTimeline
Beacon Financial Strategies CORP1,402$177K0.09%013F-HRTimeline
Spectrum Wealth Advisory Group, LLC1,392$176K0.05%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC1,395$176K0.15%013F-HRTimeline
Princeton Global Asset Management LLC1,368$173K0.02%+1113F-HRTimeline
Institute for Wealth Management, LLC.1,360$172K0.02%new13F-HRTimeline
Nemes Rush Group LLC1,352$171K0.01%-42713F-HRTimeline
ATWOOD & PALMER INC1,348$171K0.01%013F-HRTimeline
Fortitude Family Office, LLC1,348$171K0.03%-913F-HRTimeline
Kimelman & Baird, LLC1,332$169K0.01%013F-HR/ATimeline
West Branch Capital LLC1,331$168K0.04%-20013F-HRTimeline
Godfrey Financial Associates, Inc.1,327$168K0.13%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,318$167K0.01%+113F-HRTimeline
Beaird Harris Wealth Management, LLC1,302$165K0.01%+61213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,306$165K0.02%new13F-HRTimeline
Global Trust Asset Management, LLC1,295$164K0.05%+4613F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,290$163K0.08%-8513F-HRTimeline
New England Capital Financial Advisors …1,270$161K0.04%+113F-HRTimeline
Coastline Trust Co1,266$160K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PALLADIEM, LLC1,265$160K0.16%-25413F-HRTimeline
S.A. Mason LLC1,240$157K0.05%+2513F-HRTimeline
GHP Investment Advisors, Inc.1,238$157K0.01%+10213F-HRTimeline
Cranbrook Wealth Management, LLC1,233$156K0.03%013F-HRTimeline
Family Legacy Financial Solutions, LLC1,232$156K0.1%-55513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,216$154K0.05%-21213F-HRTimeline
Medallion Wealth Advisors, LLC1,205$153K0.05%-40613F-HRTimeline
Holos Integrated Wealth LLC1,188$152K0.07%-8313F-HRTimeline
Aventura Private Wealth, LLC1,201$152K0.05%+18313F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…1,199$152K0.06%new13F-HRTimeline
Cutler Capital Management, LLC1,183$150K0.04%013F-HRTimeline
Smallwood Wealth Investment Management,…1,172$148K0.06%013F-HRTimeline
Tidemark, LLC1,163$147K0.03%+85313F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,134$144K0.04%+25413F-HRTimeline
WEBSTER BANK, N. A.1,132$143K0.01%+7313F-HRTimeline
Caitong International Asset Management …1,125$142K0.02%new13F-HRTimeline
Bravera Wealth1,121$142K0.05%-3313F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.1,106$140K0.01%-8013F-HRTimelineGroup
LifeSteps Financial, Inc.1,100$139K0.06%new13F-HRTimeline
Westside Investment Management, Inc.1,099$139K0.02%-1713F-HRTimeline
Capital Advisors, Ltd. LLC1,096$139K0.01%+3013F-HRTimeline
Bay Harbor Wealth Management, LLC1,088$138K0.03%+1,01713F-HRTimeline
Investment Research & Advisory Group, I…1,062$136K0.04%+41313F-HRTimeline
Acumen Wealth Advisors, LLC1,054$133K0.03%+613F-HRTimeline
WPG Advisers, LLC1,046$132K0.08%+23513F-HRTimeline
Trust Co1,034$131K0.01%+28813F-HRTimeline
Miller Capital Partners, Inc.1,030$130K0.05%013F-HRTimeline
Measured Wealth Private Client Group, L…1,029$130K0.03%+16413F-HRTimeline
Advantage Trust Co1,029$130K0.05%+63013F-HRTimeline
Piscataqua Savings Bank1,029$130K0.09%013F-HRTimeline
Dakota Community Bank & Trust NA1,026$130K0.4%013F-HRTimeline
Copia Wealth Management1,017$129K0.08%013F-HRTimeline
JPL Wealth Management, LLC1,009$128K0.03%+9613F-HRTimeline
Private Wealth Asset Management, LLC1,008$128K0.01%013F-HRTimeline
BAYBAN1,006$127K0.1%+12013F-HRTimeline
Howard Capital Management Group, LLC1,003$127K0.01%-1013F-HRTimeline
Wealth Preservation Advisors, LLC1,000$127K0.07%013F-HRTimeline
N.E.W. Advisory Services LLC999$126K0.01%+22613F-HRTimeline
Asset Dedication, LLC978$124K0.01%+4613F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST947$120K0.04%013F-HRTimeline
Bangor Savings Bank930$118K0.01%-313F-HRTimeline
Prosperity Bancshares Inc917$116K0.08%-5313F-HRTimeline
Byrne Asset Management LLC908$115K0.06%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD896$113K0.05%-3013F-HRTimeline
Coston, McIsaac & Partners890$112K0.02%+6213F-HRTimeline
GW&K Investment Management, LLC885$112K<0.01%+3413F-HRTimeline
Key Financial Inc857$108K0.02%-1913F-HRTimeline
POM Investment Strategies, LLC849$107K0.12%-1,67413F-HRTimeline
Pacifica Partners Inc.827$107K0.03%-2813F-HRTimeline
Kilter Group LLC839$106K0.04%+8313F-HRTimeline
SJS Investment Consulting Inc.820$104K0.01%-12913F-HRTimeline
TOWER TRUST & INVESTMENT Co819$104K0.06%013F-HRTimeline
True Wealth Design, LLC817$103K0.02%+12713F-HRTimeline
RHL GROUP, LLC810$103K0.09%new13F-HRTimeline
PenderFund Capital Management Ltd.808$102K0.01%new13F-HRTimeline
Avalon Trust Co800$101K0.01%013F-HRTimeline
LOUISBOURG INVESTMENTS INC.800$101K0.02%013F-HRTimeline
Synergy Investment Management, LLC784$100K0.02%+32713F-HRTimeline
Keating Financial Advisory Services, In…767$97.1K0.01%+13413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC763$96.6K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.758$95.9K0.05%new13F-HRTimeline
LRI Investments, LLC734$92.9K0.01%+1813F-HRTimeline
Aberdeen Wealth Management LLC725$91.8K0.04%new13F-HRTimeline
Luken Investment Analytics, LLC721$91.3K0.03%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS699$88.5K0.01%+28613F-HRTimeline
Sachetta, LLC681$86.2K0.04%+6013F-HRTimeline
PFS Partners, LLC679$86K0.03%+513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …667$84.4K<0.01%013F-HRTimelineGroup
Planning Strategies Inc.653$82.7K0.05%13F-HRTimeline
IMA Advisory Services, Inc.647$81.9K0.01%+57913F-HRTimeline
First Pacific Financial640$81K0.01%-15413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.636$80.5K0.02%013F-HRTimeline
Gen-Wealth Partners Inc623$78.9K0.02%013F-HRTimeline
Investors Research Corp600$75.9K0.01%013F-HRTimeline