Skip to content
Disclosery

DUK DUKE ENERGY CORP NEW

Follow

COM (common), issuer CIK 1326160

2,220 managers (2,259 13F filers) reported a position in DUK shares at 2025-03-31, 526,663,288 shares in all. 205 filers opened a position and 120 filers sold out during the quarter.

Managers
2,220
13F filers
2,259
New
205
Added
929
Reduced
776
Sold out
120
Shares held by filers
526,663,288

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Canopy Partners, LLC739$90.1K0.04%+7913F-HRTimeline
Rise Advisors, LLC735$89.7K0.04%+30013F-HRTimeline
Cherry Tree Wealth Management, LLC734$89.5K0.02%-4013F-HRTimeline
Luken Investment Analytics, LLC721$87.9K0.04%013F-HRTimeline
LGT Financial Advisors LLC720$87.9K0.27%+613F-HRTimeline
GW&K Investment Management, LLC686$84K<0.01%+26713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …667$81.4K<0.01%013F-HRTimelineGroup
Ashurst Perkins Coie Trust Co654$79.8K0.02%+513F-HRTimeline
Fairscale Capital, LLC640$78.1K0.07%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.636$77.6K0.03%013F-HRTimeline
LRI Investments, LLC635$77.5K0.01%013F-HRTimeline
ORG Partners LLC637$77.1K0.02%-59713F-HRTimeline
PFS Partners, LLC628$76.6K0.04%+513F-HRTimeline
Investment Research & Advisory Group, I…627$76.5K0.03%+113F-HRTimeline
Park Square Financial Group, LLC611$74.5K0.06%-513F-HRTimeline
Stonebridge Financial Group, LLC599$73.1K0.01%-4113F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC598$72.9K0.01%013F-HRTimeline
1248 Management, LLC587$71.6K0.03%new13F-HR/ATimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH586$71.5K0.02%-8913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC578$70.5K0.04%+113F-HRTimeline
Gen-Wealth Partners Inc572$69.8K0.03%-5513F-HRTimeline
Fortis Group Advisors, LLC570$69.5K0.01%013F-HRTimeline
GoalVest Advisory LLC567$69.2K0.02%+113F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC563$68.7K0.03%013F-HR/ATimeline
Bruce G. Allen Investments, LLC562$68.5K0.05%-913F-HRTimeline
Murphy & Mullick Capital Management Corp555$67.7K0.07%+213F-HRTimeline
Centerpoint Advisors, LLC553$67K0.02%-40813F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding535$65.3K0Timeline
Covestor Ltd534$65K0.04%+9813F-HRTimeline
Beaird Harris Wealth Management, LLC523$63.8K0.01%013F-HRTimeline
MOTCO521$63.5K0.01%+2113F-HRTimeline
GHP Investment Advisors, Inc.520$63.4K<0.01%-5413F-HRTimeline
Avion Wealth586$63K0.02%013F-HRTimeline
Hemington Wealth Management521$63K0.01%+7913F-HRTimeline
Stuart Chaussee & Associates, Inc.514$62.7K0.02%013F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.500$61K0.01%013F-HRTimeline
Trivant Custom Portfolio Group, LLC500$61K0.04%013F-HRTimeline
Lummis Asset Management, LP500$61K0.04%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department494$60.3K0.02%013F-HRTimelineGroup
PFG Private Wealth Management, LLC486$59.3K0.03%+2013F-HRTimeline
Lowe Wealth Advisors, LLC452$55.1K0.02%+1713F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC456$54K0.04%013F-HRTimeline
Barnes Dennig Private Wealth Management…441$53.8K0.08%13F-HRTimeline
FSA Wealth Management LLC437$53.3K0.02%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN430$52.4K<0.01%-5013F-HRTimeline
Horrell Capital Management, Inc.429$52.3K0.02%013F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.424$52K0.05%new13F-HRTimeline
SIERRA OCEAN, LLC425$51.9K0.04%+13513F-HRTimeline
Capital A Wealth Management, LLC403$49.2K0.05%-22213F-HRTimeline
Hopwood Financial Services, Inc.400$48.8K0.04%-10013F-HRTimeline
Advantage Trust Co399$48.7K0.03%-66513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.398$48.6K0.04%013F-HRTimeline
Pineridge Advisors LLC381$46.5K0.02%+313F-HRTimeline
BOK Financial Private Wealth, Inc.376$45.9K<0.01%new13F-HRTimeline
Tidemark, LLC374$45.7K0.02%-10813F-HRTimeline
ACIMA PRIVATE WEALTH, LLC368$44.9K0.02%013F-HRTimeline
Midwest Capital Advisors, LLC367$44.8K0.03%013F-HRTimeline
Tortoise Investment Management, LLC362$44.2K<0.01%013F-HR/ATimeline
Pacifica Partners Inc.355$44.1K0.02%013F-HRTimeline
TSFG, LLC357$44K0.01%+27913F-HRTimeline
TFC Financial Management, Inc.353$43K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA348$42.4K0.04%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP346$42.2K0.01%+8313F-HRTimeline
Lipe & Dalton343$42K0.02%013F-HRTimeline
Main Street Group, LTD334$40.6K0.02%-2113F-HRTimeline
Redwood Park Advisors LLC333$40.6K0.03%013F-HRTimeline
Orion Capital Management LLC333$40.6K0.02%013F-HRTimeline
Cornerstone National Bank & Trust Co333$40.6K0.02%013F-HRTimeline
Bell Investment Advisors, Inc332$40.5K0.01%+6413F-HRTimeline
Centricity Wealth Management, LLC332$40.5K0.04%013F-HRTimeline
HOEY INVESTMENTS, INC330$40.3K0.01%013F-HRTimeline
MONTAG & CALDWELL, LLC330$40.2K0.01%013F-HRTimeline
Canton Hathaway, LLC331$40K0.01%-14013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC324$39.5K0.01%013F-HRTimeline
FSC Wealth Advisors, LLC324$39.5K0.03%+313F-HRTimeline
Winch Advisory Services, LLC318$38.8K0.01%+213F-HRTimeline
Abound Wealth Management318$38.8K0.01%-33613F-HRTimeline
Global Wealth Strategies & Associates317$38.7K0.01%013F-HRTimeline
CGC Financial Services, LLC308$37.6K0.01%013F-HRTimeline
Global Financial Private Client, LLC307$37.4K0.01%+1013F-HRTimeline
Global Trust Asset Management, LLC307$37.4K0.02%-10213F-HRTimeline
Saudi Central Bank304$37.1K0.2%new13F-HRTimeline
Nova Wealth Management, Inc.304$37.1K0.03%+2213F-HR/ATimeline
IAG Wealth Partners, LLC300$36.6K0.01%-7413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST297$36.2K<0.01%new13F-HRTimeline
Compass Wealth Management LLC290$35.4K0.01%013F-HRTimeline
CKW FINANCIAL GROUP288$35K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC286$34.9K0.03%+1013F-HRTimeline
Private Wealth Management Group, LLC286$34.9K0.01%-13513F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC284$34.6K<0.01%-4713F-HRTimeline
Kessler Investment Group, LLC282$34.4K0.02%-62,52613F-HRTimeline
WFA Asset Management Corp343$33.2K0.02%-513F-HRTimeline
Olistico Wealth, LLC260$31.8K0.02%-2013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC258$31.5K0.03%013F-HRTimeline
SIMA Wealth Partners, LLC258$31.4K0.03%013F-HRTimeline
Financial Network Wealth Advisors LLC253$30.9K0.04%+19813F-HRTimeline
Vermillion Wealth Management, Inc.250$30.5K0.01%013F-HRTimeline
Mattson Financial Services, LLC244$29.8K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…240$29.3K0.02%013F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…240$29.1K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC237$28.9K0.01%+213F-HR/ATimeline
First Pacific Financial234$28.5K0.01%013F-HRTimeline
Sachetta, LLC227$27.7K0.01%-12513F-HRTimeline
St. Johns Investment Management Company…226$27.6K0.01%013F-HRTimeline
JNBA Financial Advisors223$27.2K<0.01%-5313F-HRTimeline
N.E.W. Advisory Services LLC223$27.2K<0.01%new13F-HRTimeline
Bradley & Co. Private Wealth Management…222$27.1K0.02%013F-HRTimeline
Wayfinding Financial, LLC227$27K0.01%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC221$27K0.01%-50013F-HRTimeline
Activest Wealth Management212$25.9K0.01%+10513F-HRTimeline
WestEnd Advisors, LLC212$25.8K<0.01%-4,01513F-HRTimeline
Perritt Capital Management Inc209$25.5K0.01%-3313F-HRTimeline
TOWER TRUST & INVESTMENT Co207$25.3K0.02%13F-HRTimeline
Kathleen S. Wright Associates Inc.206$25.1K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.205$25K0.01%-4913F-HRTimeline
PARK CIRCLE Co200$24.4K0.02%013F-HRTimeline
IFS Advisors, LLC200$24.4K0.02%013F-HRTimeline
Millstone Evans Group, LLC194$23.7K0.02%013F-HRTimeline
Financial Freedom, LLC192$23.4K0.01%013F-HRTimeline
DT Investment Partners, LLC190$23.2K<0.01%013F-HRTimeline
Putney Financial Group LLC188$22.9K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC187$22.8K0.02%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC183$22.3K0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…183$22.3K0.01%013F-HRTimeline
Financial Connections Group, Inc.187$22K0.01%013F-HRTimeline
Dunhill Financial, LLC180$22K0.01%-1513F-HRTimeline
American Capital Advisory, LLC180$22K0.01%+1413F-HRTimeline
SRH ADVISORS, LLC175$21.3K0.01%013F-HRTimeline
Accent Capital Management, LLC175$21.3K0.01%new13F-HRTimeline
Briaud Financial Planning Inc175$21K0.01%013F-HRTimeline
Eisler Capital Management Ltd.169$20.6K<0.01%-5,37213F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC168$20.5K0.01%new13F-HRTimeline
Signature Resources Capital Management,…166$20.2K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.165$20.1K0.01%013F-HRTimeline
Mascoma Wealth Management LLC162$19.8K<0.01%013F-HRTimeline
Leonteq Securities AG160$19.4K<0.01%-3,27213F-HRTimeline
S&T Bank/PA158$19.3K0.01%+2513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …153$19K<0.01%+9313F-HRTimelineGroup
Compass Financial Services Inc150$18.3K0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC148$18.1K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.144$17.6K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC144$17.5K<0.01%+2713F-HRTimeline
Frazier Financial Advisors, LLC137$16.7K0.01%013F-HRTimeline
Core Alternative Capital136$16.6K<0.01%-11413F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …134$16.3K<0.01%13F-HRTimelineGroup
SWAN Capital LLC134$16.3K0.01%013F-HRTimeline
ESL Trust Services, LLC131$16K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC122$14.9K<0.01%013F-HRTimeline
High Note Wealth, LLC121$14.8K<0.01%013F-HRTimeline
Promus Capital, LLC117$14.3K0.01%013F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC114$13.9K<0.01%013F-HRTimeline
Accordant Advisory Group Inc112$13.7K0.01%013F-HR/ATimeline
HIGHLINE WEALTH PARTNERS LLC111$13.5K<0.01%+8813F-HRTimeline
Red Tortoise LLC109$13.3K0.01%013F-HRTimeline
West Financial Advisors, LLC108$13.2K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…104$12.7K0.01%013F-HRTimeline
General Partner, Inc.101$12.3K0.01%013F-HRTimeline
Lavaca Capital LLC100$12.2K0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$12.2K0.01%013F-HRTimeline
Graney & King, LLC100$12.2K0.01%013F-HRTimeline
Beutel, Goodman & Co Ltd.100$12K<0.01%new13F-HR/ATimeline
WealthCollab, LLC92$11.2K0.01%+6313F-HRTimeline
Davis Capital Management91$11.1K0.01%013F-HRTimeline
True Wealth Design, LLC86$10.5K<0.01%+5813F-HRTimeline
Accredited Wealth Management, LLC84$10.2K0.01%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV89$10K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.79$9.64K<0.01%-20913F-HRTimelineGroup
USAdvisors Wealth Management, LLC10,000$9K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC67$8.17K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.66$8.05K<0.01%-1513F-HRTimeline
Evolution Advisers, Inc.71$8K<0.01%+2713F-HRTimeline
MRP Capital Investments, LLC63$7.68K0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC63$7.68K<0.01%013F-HRTimeline
Aspect Partners, LLC63$7.68K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.61$7.45K0.01%-20013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.61$7.44K0.01%new13F-HRTimeline
Robinswood Financial LLC53$6.58K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC50$6.1K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC50$6.1K<0.01%new13F-HR/ATimeline
Granite FO LLC50$6.1K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.50$6.1K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC49$5.98K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC45$5.49K<0.01%new13F-HRTimeline
Clark Wealth Partners39$4.76K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.37$4.51K<0.01%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.34$4.15K0.01%013F-HRTimeline
Synergy Investment Management, LLC34$4.15K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC35$4.07K<0.01%+1213F-HRTimeline
Uniplan Investment Counsel, Inc.32$3.96K<0.01%new13F-HRTimeline
Eukles Asset Management28$3.42K<0.01%013F-HRTimeline
Community Bank, N.A.27$3.29K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC25$2.95K<0.01%+913F-HRTimeline
INVESTMENT MANAGEMENT CORP /VA/ /ADV24$2.93K<0.01%013F-HRTimeline
Garde Capital, Inc.23$2.81K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC22$2.68K<0.01%-1613F-HRTimeline
Guardian Wealth Management, Inc.21$2.58K<0.01%013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.19$2.32K<0.01%-13013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$2K<0.01%-113F-HRTimelineGroup
SJS Investment Consulting Inc.16$1.95K<0.01%+113F-HRTimeline
North Capital, Inc.16$1.95K<0.01%13F-HRTimeline