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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,233 managers (2,272 13F filers) reported a position in DUK shares at 2025-06-30, 531,873,273 shares in all. 125 filers opened a position and 119 filers sold out during the quarter.

Managers
2,233
13F filers
2,272
New
125
Added
1,031
Reduced
747
Sold out
119
Shares held by filers
531,873,273

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Coston, McIsaac & Partners918$108K0.03%+413F-HRTimeline
GW&K Investment Management, LLC915$108K<0.01%+22913F-HRTimeline
Holos Integrated Wealth LLC851$107K0.06%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC896$106K0.09%13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd891$105K<0.01%-6313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…880$104K0.03%013F-HRTimeline
Capital Advisors, Ltd. LLC869$103K0.01%-813F-HRTimeline
Plante Moran Financial Advisors, LLC869$102K0.01%013F-HRTimeline
Global Trust Asset Management, LLC807$95.2K0.05%+50013F-HRTimeline
Canopy Partners, LLC800$94.4K0.03%+6113F-HRTimeline
LOUISBOURG INVESTMENTS INC.800$94.4K0.02%013F-HRTimeline
WPG Advisers, LLC794$93.7K0.08%-413F-HRTimeline
Rise Advisors, LLC786$92.8K0.04%+5113F-HRTimeline
Avion Wealth774$91K0.02%+18813F-HR/ATimeline
GoalVest Advisory LLC771$91K0.02%+20413F-HRTimeline
Atlantic Edge Private Wealth Management…767$90.5K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC763$90K0.01%013F-HRTimeline
Painted Porch Advisors LLC739$87.2K0.04%-5013F-HRTimeline
LGT Financial Advisors LLC726$85.8K0.22%+613F-HRTimeline
Luken Investment Analytics, LLC721$85.1K0.04%013F-HRTimeline
Essential Partners LLC698$82.4K0.03%13F-HRTimeline
Beaird Harris Wealth Management, LLC687$81.1K0.01%+16413F-HRTimeline
ORG Partners LLC675$80.2K0.02%+3813F-HRTimeline
Safe Harbor Fiduciary, LLC673$79.4K0.07%-84513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …667$78.7K<0.01%013F-HRTimelineGroup
Fairscale Capital, LLC640$77.8K0.06%013F-HRTimeline
Ashurst Perkins Coie Trust Co649$76.6K0.01%-513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.636$75K0.03%013F-HRTimeline
LRI Investments, LLC635$74.9K0.01%013F-HRTimeline
Ryan Investment Management, Inc.634$74.8K0.05%13F-HRTimeline
PFS Partners, LLC633$74.7K0.04%+513F-HRTimeline
Investment Research & Advisory Group, I…632$74.7K0.03%+513F-HRTimeline
Park Square Financial Group, LLC625$73.7K0.05%+1413F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC598$70.6K<0.01%013F-HRTimeline
1248 Management, LLC587$69.3K0.03%013F-HRTimeline
Gen-Wealth Partners Inc586$69.1K0.03%+1413F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC579$68.3K0.03%+113F-HRTimeline
Fortis Group Advisors, LLC570$67.3K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp557$67K0.05%+213F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC563$66.4K0.03%013F-HRTimeline
Bruce G. Allen Investments, LLC562$66.3K0.05%013F-HRTimeline
Centerpoint Advisors, LLC553$65K0.02%013F-HRTimeline
Covestor Ltd543$65K0.04%+913F-HRTimeline
CoreFirst Bank & Trust542$64K0.04%new13F-HRTimeline
MOTCO521$63.4K0.01%013F-HRTimeline
Hemington Wealth Management534$63K0.01%+1313F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC497$61.8K0.02%new13F-HRTimeline
SUMMIT SECURITIES GROUP LLC523$61.7K0.02%new13F-HRTimeline
Stuart Chaussee & Associates, Inc.514$60.7K0.01%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP497$60.6K0.02%13F-HRTimeline
Olistico Wealth, LLC510$60.2K0.03%+25013F-HRTimeline
Western Pacific Wealth Management, LP504$59.4K0.06%-27913F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.500$59K0.01%013F-HRTimeline
Lummis Asset Management, LP500$59K0.04%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department494$58.3K0.02%013F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH491$57.9K0.02%-9513F-HRTimeline
Cherry Tree Wealth Management, LLC487$57.5K0.01%-24713F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC456$55K0.05%013F-HRTimeline
Lowe Wealth Advisors, LLC452$53.3K0.02%013F-HRTimeline
Pacifica Partners Inc.456$53.3K0.02%+10113F-HRTimeline
FSA Wealth Management LLC437$51.6K0.02%013F-HRTimeline
Horrell Capital Management, Inc.429$50.7K0.02%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN418$49.3K<0.01%-1213F-HRTimeline
1620 INVESTMENT ADVISORS, INC.398$47K0.03%013F-HRTimeline
Leonteq Securities AG391$46.1K<0.01%+23113F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC389$45.9K0.01%new13F-HRTimeline
Pineridge Advisors LLC385$45.4K0.02%+413F-HRTimeline
Tidemark, LLC375$44.3K0.01%+113F-HRTimeline
Tortoise Investment Management, LLC372$43.9K<0.01%+1013F-HRTimeline
Midwest Capital Advisors, LLC367$43.3K0.02%013F-HRTimeline
Quintet Private Bank (Europe) S.A.365$43.1K<0.01%new13F-HRTimeline
TSFG, LLC357$42K0.01%013F-HRTimeline
TFC Financial Management, Inc.353$41.6K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA348$41.1K0.03%013F-HRTimeline
Eisler Capital Management Ltd.347$41K<0.01%+17813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP346$40.9K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.343$40.5K0.03%+3913F-HRTimeline
Redwood Park Advisors LLC336$39.6K0.03%+313F-HRTimeline
Orion Capital Management LLC333$39.3K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co333$39.3K0.02%013F-HRTimeline
Centricity Wealth Management, LLC332$39.2K0.03%013F-HRTimeline
Canton Hathaway, LLC331$39K0.01%013F-HRTimeline
MONTAG & CALDWELL, LLC330$38.9K0.01%013F-HRTimeline
HOEY INVESTMENTS, INC330$38.9K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…325$38.4K0.01%+31313F-HRTimelineGroup
Hopwood Financial Services, Inc.325$38.4K0.03%-7513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC324$38.2K0.01%013F-HRTimeline
Winch Advisory Services, LLC321$37.9K0.01%+313F-HRTimeline
Bell Investment Advisors, Inc320$37.8K0.01%-1213F-HRTimeline
Global Wealth Strategies & Associates317$37.4K0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC310$36.6K0.01%+29713F-HRTimeline
CGC Financial Services, LLC308$36.3K0.01%013F-HRTimeline
IAG Wealth Partners, LLC300$35.4K<0.01%013F-HRTimeline
WFA Asset Management Corp345$34.6K0.02%+213F-HRTimeline
Scarborough Advisors, LLC291$34.4K0.01%new13F-HRTimeline
Abound Wealth Management290$34.2K0.01%-2813F-HRTimeline
CKW FINANCIAL GROUP288$34K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC288$34K<0.01%+413F-HRTimeline
Private Wealth Management Group, LLC286$33.7K0.01%013F-HRTimeline
SIERRA OCEAN, LLC273$32.3K0.02%-15213F-HRTimeline
Sachetta, LLC263$31K0.01%+3613F-HRTimeline
Access Investment Management LLC262$30.9K0.01%13F-HRTimeline
Dunhill Financial, LLC260$30.7K0.01%+8013F-HRTimeline
SIMA Wealth Partners, LLC258$30.4K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC253$29.9K0.04%013F-HRTimeline
Vermillion Wealth Management, Inc.250$29.5K0.01%013F-HRTimeline
Lynch Asset Management, Inc.250$29.5K0.01%new13F-HRTimeline
Mascoma Wealth Management LLC249$29.4K0.01%+8713F-HRTimeline
Lipe & Dalton243$29K0.02%-10013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…240$28.3K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC240$28.3K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…240$28.3K0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC237$28K0.01%013F-HR/ATimeline
Briaud Financial Planning Inc230$27K0.01%+5513F-HRTimeline
St. Johns Investment Management Company…226$26.7K0.01%013F-HRTimeline
JNBA Financial Advisors223$26.3K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC223$26.3K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…222$26.2K0.02%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC221$26.1K0.01%013F-HRTimeline
Main Street Group, LTD220$25.9K0.01%-11413F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC223$25.7K<0.01%-9,27913F-HRTimelineGroup
Activest Wealth Management210$24.8K0.01%-213F-HRTimeline
Perritt Capital Management Inc209$24.7K0.01%013F-HR/ATimeline
TOWER TRUST & INVESTMENT Co207$24.4K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.206$24.3K<0.01%+113F-HRTimeline
Kathleen S. Wright Associates Inc.206$24.3K0.01%013F-HRTimeline
S&T Bank/PA200$23.6K0.01%+4213F-HRTimeline
PARK CIRCLE Co200$23.6K0.02%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC196$23.1K0.02%-6213F-HRTimeline
Millstone Evans Group, LLC194$22.9K0.02%013F-HRTimeline
Financial Freedom, LLC192$22.7K0.01%013F-HRTimeline
DT Investment Partners, LLC190$22.4K<0.01%013F-HRTimeline
Solstein Capital, LLC190$22.4K0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC187$22.1K0.01%013F-HRTimeline
Financial Connections Group, Inc.187$22K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC183$21.6K0.01%013F-HRTimeline
American Capital Advisory, LLC183$21.6K0.01%+313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…183$21.6K0.01%013F-HRTimeline
SRH ADVISORS, LLC175$20.6K0.01%013F-HRTimeline
Accent Capital Management, LLC175$20.6K0.01%013F-HRTimeline
Signature Resources Capital Management,…169$19.9K0.01%+313F-HRTimeline
Aspect Partners, LLC168$19.8K0.01%+10513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC168$19.8K0.01%013F-HRTimeline
Howard Hughes Medical Institute167$19.7K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.165$19.5K0.01%013F-HRTimeline
Cornerstone Planning Group LLC156$19.3K<0.01%+1213F-HRTimeline
Mid-American Wealth Advisory Group, Inc.161$19K0.01%new13F-HRTimeline
PROFFITT & GOODSON INC160$18.9K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC147$17.3K0.01%-113F-HRTimeline
Ramirez Asset Management, Inc.144$17K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC137$16.2K0.01%013F-HRTimeline
Core Alternative Capital136$16K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …134$15.8K<0.01%13F-HRTimelineGroup
SWAN Capital LLC134$15.8K0.01%013F-HRTimeline
ESL Trust Services, LLC131$15.5K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC129$15.2K<0.01%+1813F-HRTimeline
CBIZ Investment Advisory Services, LLC127$15K<0.01%+7713F-HRTimeline
TD Capital Management LLC121$14.3K<0.01%new13F-HRTimeline
High Note Wealth, LLC121$14.3K<0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC122$14K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC114$13.5K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC110$13K<0.01%-25813F-HRTimeline
Red Tortoise LLC109$12.9K0.01%013F-HRTimeline
West Financial Advisors, LLC108$12.7K<0.01%013F-HRTimeline
True Wealth Design, LLC107$12.6K<0.01%+2113F-HRTimeline
Comprehensive Financial Planning, Inc./…104$12.3K0.01%013F-HRTimeline
General Partner, Inc.101$11.9K0.01%013F-HRTimeline
Trust Co100$11.8K<0.01%new13F-HRTimeline
Lavaca Capital LLC100$11.8K<0.01%013F-HR/ATimeline
MILLER WEALTH ADVISORS, LLC100$11.8K0.01%013F-HRTimeline
Accordant Advisory Group Inc100$11.8K0.01%-1213F-HRTimeline
Graney & King, LLC100$11.8K0.01%013F-HRTimeline
WINNACLE WEALTH LLC100$11.8K0.01%+7513F-HRTimeline
Beutel, Goodman & Co Ltd.100$11K<0.01%013F-HRTimeline
Compass Financial Services Inc93$11K0.01%-5713F-HRTimeline
WealthCollab, LLC92$10.9K0.01%013F-HRTimeline
Bare Financial Services, Inc90$10.6K<0.01%+8613F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV89$10K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC84$9.91K0.01%013F-HRTimeline
Putney Financial Group LLC80$9.44K0.01%-10813F-HR/ATimeline
Kilter Group LLC79$9.32K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC78$9.18K<0.01%+5613F-HRTimeline
USAdvisors Wealth Management, LLC10,000$9K<0.01%013F-HRTimeline
Silicon Valley Capital Partners74$8.73K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.74$8.73K0.01%+1313F-HRTimeline
GFG Capital, LLC70$8.26K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …70$8.26K0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.66$7.79K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC63$7.43K<0.01%013F-HRTimeline
MRP Capital Investments, LLC63$7.43K0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.62$7.27K0.01%+113F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…61$7.2K<0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…63$7K<0.01%-7,73313F-HRTimelineGroup
WealthTrak Capital Management LLC55$6.49K0.01%-23113F-HRTimeline
WestEnd Advisors, LLC55$6.45K<0.01%-15713F-HRTimeline
Robinswood Financial LLC54$6.42K<0.01%+113F-HRTimeline
Barnes Dennig Private Wealth Management…51$6.02K0.01%-39013F-HRTimeline
Minot DeBlois Advisors LLC50$5.9K0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.50$5.9K<0.01%013F-HRTimeline
Granite FO LLC50$5.9K<0.01%013F-HRTimeline