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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,152 managers (2,192 13F filers) reported a position in DUK shares at 2024-12-31, 510,792,468 shares in all. 106 filers opened a position and 117 filers sold out during the quarter.

Managers
2,152
13F filers
2,192
New
106
Added
889
Reduced
724
Sold out
117
Shares held by filers
510,792,468

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Midwest Capital Advisors, LLC367$39.5K0.03%13F-HRTimeline
Tortoise Investment Management, LLC362$39K<0.01%013F-HR/ATimeline
Pacifica Partners Inc.355$38.2K0.02%+113F-HRTimeline
Main Street Group, LTD355$38.2K0.01%-44213F-HRTimeline
TFC Financial Management, Inc.353$38K0.01%013F-HRTimeline
Sachetta, LLC352$37.9K0.01%-8113F-HRTimeline
WFA Asset Management Corp348$37.5K0.02%+113F-HRTimeline
FIRST COMMUNITY TRUST NA348$37.5K0.03%013F-HRTimeline
Lipe & Dalton343$37K0.02%013F-HRTimeline
Redwood Park Advisors LLC333$35.9K0.03%13F-HRTimeline
Orion Capital Management LLC333$35.9K0.02%new13F-HRTimeline
Cornerstone National Bank & Trust Co333$35.9K0.02%013F-HRTimeline
Centricity Wealth Management, LLC332$35.8K0.03%13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC331$35.7K<0.01%+25713F-HRTimeline
HOEY INVESTMENTS, INC330$35.6K0.01%new13F-HRTimeline
MONTAG & CALDWELL, LLC330$35.6K0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC324$34.9K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC321$34.6K0.02%-9113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.317$34.2K0.01%013F-HRTimeline
Global Wealth Strategies & Associates317$34.2K0.01%013F-HRTimeline
Winch Advisory Services, LLC316$34K0.01%+24313F-HRTimeline
OARSMAN CAPITAL, INC.311$33.5K0.01%013F-HRTimeline
CGC Financial Services, LLC308$33.2K0.01%+24213F-HRTimeline
Global Financial Private Client, LLC297$32K0.01%+513F-HRTimeline
SIERRA OCEAN, LLC290$31.3K0.03%13F-HRTimeline
Compass Wealth Management LLC290$31.2K0.01%013F-HRTimeline
Rakuten Securities, Inc.288$31K0.01%+27013F-HRTimeline
CKW FINANCIAL GROUP288$31K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.282$30.4K0.03%13F-HRTimeline
Olistico Wealth, LLC280$30.2K0.02%013F-HRTimeline
JNBA Financial Advisors276$29.7K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC276$29.7K0.03%13F-HRTimeline
Bell Investment Advisors, Inc268$28.9K0.01%-3313F-HRTimeline
TOTH FINANCIAL ADVISORY CORP263$28.4K<0.01%013F-HRTimeline
Mattson Financial Services, LLC244$28.1K0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.261$28.1K0.02%13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC258$27.8K0.03%+4913F-HRTimeline
SIMA Wealth Partners, LLC258$27.8K0.02%013F-HRTimeline
Legacy Investment Solutions, LLC240$27.6K0.02%-1713F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…240$27.6K0.02%-1713F-HRTimelineGroup
SOA Wealth Advisors, LLC.254$27.4K0.01%+5013F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…240$27K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.250$26.9K0.01%13F-HRTimeline
Core Alternative Capital250$26.9K0.01%013F-HRTimeline
Perritt Capital Management Inc242$26.1K0.01%+3513F-HRTimeline
Prestige Wealth Management Group LLC235$25.3K0.01%013F-HR/ATimeline
First Pacific Financial234$25.2K0.01%013F-HRTimeline
St. Johns Investment Management Company…226$24.4K0.01%013F-HRTimeline
Northwest Bank & Trust Co207$24.2K0.02%013F-HRTimeline
Bradley & Co. Private Wealth Management…222$23.9K0.01%13F-HRTimeline
Kathleen S. Wright Associates Inc.206$22.2K0.01%new13F-HRTimeline
Modus Advisors, LLC205$22.1K0.01%new13F-HRTimeline
PARK CIRCLE Co200$21.5K0.02%013F-HRTimeline
IFS Advisors, LLC200$21.5K0.02%new13F-HRTimeline
Dunhill Financial, LLC195$21K0.01%+4013F-HRTimeline
Millstone Evans Group, LLC194$20.9K0.01%13F-HRTimeline
Financial Freedom, LLC192$20.7K0.01%013F-HRTimeline
Altshuler Shaham Ltd191$20.6K<0.01%+813F-HRTimeline
DT Investment Partners, LLC190$20.5K<0.01%013F-HRTimeline
Elequin Capital, LP189$20.4K<0.01%-21613F-HRTimeline
Putney Financial Group LLC188$20.3K0.02%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC187$20.1K0.01%13F-HRTimeline
Financial Connections Group, Inc.187$20K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…183$19.7K0.01%new13F-HRTimeline
SRH ADVISORS, LLC175$18.9K0.01%013F-HRTimeline
Riverview Trust Co175$18.9K0.02%013F-HRTimeline
Financial Perspectives, Inc168$18.1K0.01%013F-HRTimeline
Briaud Financial Planning Inc175$18K0.01%013F-HRTimeline
Signature Resources Capital Management,…166$17.9K0.02%013F-HRTimeline
American Capital Advisory, LLC166$17.9K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.165$17.8K0.01%013F-HRTimeline
Mascoma Wealth Management LLC162$17.5K<0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.155$16.7K0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.149$16.1K0.01%13F-HRTimeline
Richard W. Paul & Associates, LLC148$15.9K0.01%-113F-HRTimeline
Ramirez Asset Management, Inc.144$15.5K<0.01%013F-HRTimeline
Transcendent Capital Group LLC141$15.2K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC137$14.8K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …134$14.4K<0.01%new13F-HRTimelineGroup
SWAN Capital LLC134$14.4K0.01%013F-HRTimeline
S&T Bank/PA133$14.3K<0.01%new13F-HRTimeline
ESL Trust Services, LLC131$14.1K<0.01%013F-HRTimeline
POM Investment Strategies, LLC130$14K0.01%+4513F-HRTimeline
Cornerstone Planning Group LLC117$13.2K<0.01%+2013F-HRTimeline
High Note Wealth, LLC121$13K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC122$13K<0.01%13F-HRTimeline
Cyrus J. Lawrence, LLC121$13K<0.01%013F-HRTimeline
Promus Capital, LLC117$12.6K0.01%13F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC114$12.3K<0.01%013F-HRTimeline
Accordant Advisory Group Inc112$12.1K0.01%013F-HRTimeline
Red Tortoise LLC109$11.7K0.01%013F-HRTimeline
West Financial Advisors, LLC108$11.6K<0.01%013F-HRTimeline
Activest Wealth Management107$11.5K<0.01%+713F-HRTimeline
Comprehensive Financial Planning, Inc./…104$11.2K0.01%13F-HRTimeline
General Partner, Inc.101$10.9K0.01%013F-HRTimeline
Lavaca Capital LLC100$10.8K<0.01%new13F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$10.8K0.01%013F-HRTimeline
Graney & King, LLC100$10.8K0.01%13F-HRTimeline
Davis Capital Management91$9.8K0.01%-49413F-HRTimeline
Atlatl Advisers LLC88$9.48K0.01%13F-HRTimeline
Copia Wealth Management84$9.05K0.01%13F-HRTimeline
USAdvisors Wealth Management, LLC10,000$9K<0.01%013F-HRTimeline
Sanctuary Wealth Management, L.L.C.81$8.73K0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.81$8.73K<0.01%-413F-HRTimeline
Bayforest Capital Ltd78$8.4K0.01%13F-HRTimeline
TSFG, LLC78$8K<0.01%013F-HRTimeline
FPC INVESTMENT ADVISORY, INC.67$7.5K0.01%new13F-HRTimeline
LMR Partners LLPin group LMR Partners LLP69$7.43K<0.01%new13F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…67$7.22K<0.01%-59213F-HRTimelineGroup
Caitlin John, LLC63$6.83K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC63$6.79K<0.01%-29713F-HRTimeline
MRP Capital Investments, LLC63$6.79K0.01%013F-HRTimeline
Aspect Partners, LLC63$6.79K<0.01%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …60$6K<0.01%new13F-HRTimelineGroup
Financial Network Wealth Advisors LLC55$5.93K0.01%-55113F-HRTimeline
Robinswood Financial LLC53$5.76K<0.01%013F-HRTimeline
Tributary Capital Management, LLC50$5.39K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC50$5.39K<0.01%13F-HRTimeline
Ameliora Wealth Management Ltd.50$5.39K<0.01%013F-HRTimeline
Granite FO LLC50$5.39K<0.01%013F-HRTimeline
Creekmur Asset Management LLC38$4.09K<0.01%+413F-HRTimeline
Evolution Advisers, Inc.44$4K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC34$3.66K<0.01%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.34$3.66K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.30$3.31K0.3%-32,75313F-HRTimeline
WealthCollab, LLC29$3.12K<0.01%013F-HRTimeline
True Wealth Design, LLC28$3.02K<0.01%+1113F-HRTimeline
Eukles Asset Management28$3.02K<0.01%013F-HRTimeline
Community Bank, N.A.27$2.91K<0.01%-1,20013F-HRTimeline
Ridgewood Investments LLC25$2.69K<0.01%013F-HRTimeline
Pingora Partners LLC25$2.69K<0.01%013F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV24$2.59K<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC23$2.48K<0.01%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC23$2.48K<0.01%+1413F-HRTimeline
Guardian Wealth Management, Inc.21$2.28K<0.01%013F-HRTimeline
Financial Life Planners20$2.15K<0.01%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13$2K<0.01%-413F-HRTimelineGroup
Eagle Bay Advisors LLC17$1.83K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC16$1.69K<0.01%13F-HRTimeline
SJS Investment Consulting Inc.15$1.62K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.15$1.61K<0.01%13F-HRTimeline
Trifecta Capital Advisors, LLC13$1.4K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…12$1.29K<0.01%-7513F-HRTimelineGroup
Strengthening Families & Communities, L…10$1K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC9$970<0.01%013F-HRTimeline
Sherman Asset Management, Inc.8$862<0.01%13F-HRTimeline
RE Dickinson Investment Advisors, LLC620$6680.04%+3313F-HR/ATimeline
Catherine Avery Investment Management L…6$646<0.01%13F-HR/ATimeline
HighMark Wealth Management LLC5$539<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC5$539<0.01%new13F-HRTimeline
Members Trust Co4,498$485M+813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,282$379+2213F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.