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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,289 managers (2,330 13F filers) reported a position in DUK shares at 2025-09-30, 532,038,555 shares in all. 161 filers opened a position and 87 filers sold out during the quarter.

Managers
2,289
13F filers
2,330
New
161
Added
1,049
Reduced
756
Sold out
87
Shares held by filers
532,038,555

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Kimelman & Baird, LLC1,332$165K0.01%013F-HRTimeline
Fortitude Family Office, LLC1,328$164K0.04%-713F-HRTimeline
Private Wealth Asset Management, LLC1,323$164K0.02%-8513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,307$162K0.03%013F-HRTimelineGroup
Catalyst Capital Advisors LLC1,303$161K<0.01%-5713F-HRTimeline
Rossby Financial, LCC1,304$160K0.05%+1213F-HRTimeline
Addison Advisors LLC1,277$158K0.04%-20413F-HRTimeline
New England Capital Financial Advisors …1,268$157K0.07%+513F-HRTimeline
Aster Capital Management (DIFC) Ltd1,263$156K0.08%new13F-HRTimeline
Scarborough Advisors, LLC1,257$156K0.03%+96613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,250$155K0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC1,233$153K0.03%013F-HRTimeline
AllSquare Wealth Management LLC1,232$152K0.08%+15013F-HRTimeline
Cutler Capital Management, LLC1,219$151K0.05%+13313F-HRTimeline
GGM Financial LLC1,217$151K0.08%new13F-HRTimeline
S.A. Mason LLC1,215$150K0.07%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,213$150K0.01%+1,20113F-HRTimelineGroup
Global Trust Asset Management, LLC1,212$150K0.07%+40513F-HRTimeline
Smallwood Wealth Investment Management,…1,205$149K0.08%+113F-HRTimeline
Icon Wealth Advisors, LLC1,204$149K0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC1,191$147K<0.01%+90313F-HRTimeline
Princeton Global Asset Management LLC1,189$147K0.02%+6513F-HRTimeline
Nemes Rush Group LLC1,175$145K0.01%+913F-HRTimeline
First Pacific Financial1,157$143K0.02%+813F-HRTimeline
ALERUS FINANCIAL NA1,154$143K0.01%-25513F-HRTimeline
WEBSTER BANK, N. A.1,121$139K0.01%+6213F-HRTimeline
Westside Investment Management, Inc.1,123$138K0.02%+18213F-HRTimeline
Coastline Trust Co1,100$136K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JPL Wealth Management, LLC1,092$135K0.03%new13F-HRTimeline
Canopy Partners, LLC1,091$135K0.05%+29113F-HRTimeline
Missouri Trust & Investment Co1,090$135K0.04%-5013F-HRTimeline
WFA of San Diego, LLC1,087$134K0.09%013F-HRTimeline
Aventura Private Wealth, LLC1,058$131K0.05%-67713F-HRTimeline
Howard Capital Management Group, LLC1,048$130K0.01%013F-HRTimeline
Advantage Trust Co1,029$127K0.06%013F-HRTimeline
Piscataqua Savings Bank1,029$127K0.1%013F-HRTimeline
GHP Investment Advisors, Inc.1,028$127K0.01%013F-HRTimeline
Byrne Asset Management LLC1,018$126K0.08%013F-HRTimeline
Copia Wealth Management1,017$126K0.09%013F-HRTimeline
Turning Point Benefit Group, Inc.1,019$125K0.08%new13F-HRTimeline
Dakota Community Bank & Trust NA1,007$125K0.49%-2013F-HRTimeline
Whipplewood Advisors, LLC985$122K0.08%-67413F-HRTimeline
GPS Wealth Strategies Group, LLC959$119K0.01%-4013F-HRTimeline
Plante Moran Financial Advisors, LLC950$118K0.01%+8113F-HRTimeline
C M BIDWELL & ASSOCIATES LTD941$116K0.06%013F-HRTimeline
Pacifica Partners Inc.951$116K0.04%+49513F-HRTimeline
TruNorth Capital Management, LLC940$116K0.02%013F-HRTimeline
Bangor Savings Bank935$116K0.01%-213F-HRTimeline
GW&K Investment Management, LLC916$113K<0.01%+113F-HRTimeline
Investors Research Corp900$111K0.02%-9913F-HRTimeline
LRI Investments, LLC882$109K0.01%+24713F-HRTimeline
Coston, McIsaac & Partners885$109K0.03%-3313F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…880$109K0.03%013F-HRTimeline
Holos Integrated Wealth LLC851$108K0.06%013F-HRTimeline
Capital Advisors, Ltd. LLC869$108K0.01%013F-HRTimeline
Measured Wealth Private Client Group, L…865$107K0.03%new13F-HRTimeline
Key Financial Inc827$101K0.02%-11413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…808$100K<0.01%new13F-HRTimelineGroup
LOUISBOURG INVESTMENTS INC.800$99K0.02%013F-HRTimeline
WPG Advisers, LLC793$98.1K0.08%-113F-HRTimeline
Essential Partners LLC784$97K0.03%+8613F-HRTimeline
Rise Advisors, LLC784$97K0.03%-213F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC780$96.5K0.07%-11613F-HRTimeline
New Millennium Group LLC777$96.2K0.04%-25113F-HRTimeline
SJS Investment Consulting Inc.775$95.9K0.01%+76613F-HRTimeline
GoalVest Advisory LLC771$95.4K0.02%013F-HRTimeline
Atlantic Edge Private Wealth Management…767$94.9K0.02%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC764$94.5K0.01%+16613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC763$94.4K0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC750$92.8K0.02%new13F-HRTimeline
ORG Partners LLC745$92.2K0.02%+7013F-HRTimeline
Global Wealth Strategies & Associates742$91.8K0.02%+42513F-HRTimeline
Painted Porch Advisors LLC739$91.5K0.03%013F-HRTimeline
LGT Financial Advisors LLC733$90.7K0.2%+713F-HRTimeline
Luken Investment Analytics, LLC721$89.2K0.03%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS713$88.2K0.02%new13F-HRTimeline
Beaird Harris Wealth Management, LLC690$85.4K0.01%+313F-HRTimeline
Avion Wealth688$85K0.02%-8613F-HRTimeline
Friedenthal Financial670$82.9K0.04%new13F-HRTimeline
PFS Partners, LLC669$82.8K0.04%+3613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …667$82.5K<0.01%013F-HRTimelineGroup
Investment Research & Advisory Group, I…639$81.1K0.03%+713F-HRTimeline
TFC Financial Management, Inc.653$80.8K0.01%+30013F-HRTimeline
Hartford Financial Management Inc.642$79.4K0.02%-33313F-HRTimeline
Fairscale Capital, LLC640$79.2K0.05%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.636$78.7K0.03%013F-HRTimeline
Goodman Advisory Group, LLC634$78.5K0.02%-70313F-HRTimeline
Guinness Asset Management LTD625$76.8K<0.01%new13F-HRTimeline
Hemington Wealth Management620$76K0.01%+8613F-HRTimeline
Caitong International Asset Management …602$74.5K0.05%new13F-HRTimeline
Leonteq Securities AG594$73.5K<0.01%+20313F-HRTimeline
1248 Management, LLC587$72.6K0.04%013F-HRTimeline
Gen-Wealth Partners Inc586$72.5K0.02%013F-HRTimeline
Fortis Group Advisors, LLC570$70.5K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC563$69.7K0.02%013F-HRTimeline
Bruce G. Allen Investments, LLC562$69.5K0.05%013F-HRTimeline
Murphy & Mullick Capital Management Corp559$69.5K0.05%+213F-HRTimeline
Centerpoint Advisors, LLC553$68K0.02%013F-HRTimeline
CoreFirst Bank & Trust542$67.1K0.04%013F-HRTimeline
Root Financial Partners, LLC538$66.6K<0.01%new13F-HRTimeline
MOTCO521$64.5K0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.514$63.6K0.01%013F-HRTimeline
Ashurst Perkins Coie Trust Co507$62.7K0.01%-14213F-HRTimeline
Western Pacific Wealth Management, LP504$62.3K0.06%013F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.500$61.9K0.01%013F-HRTimeline
Lummis Asset Management, LP500$61.9K0.04%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department494$61.1K0.02%013F-HRTimelineGroup
Covestor Ltd492$61K0.03%-5113F-HRTimeline
Cherry Tree Wealth Management, LLC491$60.8K0.01%+413F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH487$60.3K0.02%-413F-HRTimeline
Lowe Wealth Advisors, LLC452$55.9K0.02%013F-HRTimeline
TSFG, LLC445$55K0.01%+8813F-HRTimeline
Wealth Watch Advisors, INC443$54.8K0.02%new13F-HRTimeline
Pineridge Advisors LLC432$53.5K0.02%+4713F-HRTimeline
HOEY INVESTMENTS, INC430$53.2K0.01%+10013F-HRTimeline
Horrell Capital Management, Inc.429$53.1K0.02%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC417$51.6K0.04%-3913F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN413$51.1K<0.01%-513F-HRTimeline
Tortoise Investment Management, LLC402$49.7K<0.01%+3013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC372$46.1K0.02%-20713F-HRTimeline
Midwest Capital Advisors, LLC370$45.8K0.02%+313F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC369$45.7K0.01%+4513F-HRTimeline
1620 INVESTMENT ADVISORS, INC.353$43.7K0.03%-4513F-HRTimeline
FIRST COMMUNITY TRUST NA348$43.1K0.03%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP347$42.9K<0.01%+113F-HRTimeline
Tidemark, LLC346$42.9K0.01%-2913F-HRTimeline
Redwood Park Advisors LLC339$41.9K0.03%+313F-HRTimeline
Cornerstone National Bank & Trust Co333$41.2K0.02%013F-HRTimeline
Canton Hathaway, LLC331$41K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…325$40.2K0.01%013F-HRTimelineGroup
Hopwood Financial Services, Inc.325$40.2K0.03%013F-HRTimeline
WFA Asset Management Corp347$40K0.02%+213F-HRTimeline
Nova Wealth Management, Inc.320$39.6K0.03%-2313F-HRTimeline
Imprint Wealth LLC318$39.4K0.13%13F-HRTimeline
Bell Investment Advisors, Inc308$38.1K0.01%-1213F-HRTimeline
CGC Financial Services, LLC308$38.1K0.01%013F-HRTimeline
Peck Wealth Management, LLC300$37.1K0.04%13F-HRTimeline
Private Wealth Management Group, LLC286$35.4K0.01%013F-HRTimeline
CKW FINANCIAL GROUP288$35K<0.01%013F-HRTimeline
Abound Wealth Management280$34.7K0.01%-1013F-HRTimeline
Bare Financial Services, Inc280$34.6K0.01%+19013F-HRTimeline
Wiser Advisor Group LLC275$34K0.04%new13F-HRTimeline
MASECO LLP266$32.9K<0.01%new13F-HRTimeline
Sachetta, LLC263$32.5K0.01%013F-HRTimeline
Access Investment Management LLC262$32.4K0.01%013F-HRTimeline
Dunhill Financial, LLC261$32.3K0.01%+113F-HRTimeline
SIMA Wealth Partners, LLC258$31.9K0.02%013F-HRTimeline
Financial Network Wealth Advisors LLC253$31.3K0.03%013F-HRTimeline
Vermillion Wealth Management, Inc.250$30.9K0.01%013F-HRTimeline
Lynch Asset Management, Inc.250$30.9K0.01%013F-HRTimeline
Winch Advisory Services, LLC248$30.7K0.01%-7313F-HRTimeline
Lipe & Dalton243$30K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…240$29.7K0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC238$29.5K0.01%+113F-HR/ATimeline
Park Square Financial Group, LLC236$29.2K0.13%-38913F-HRTimeline
Noble Wealth Management PBC233$28.8K0.02%13F-HRTimeline
JNBA Financial Advisors223$27.6K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC223$27.6K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…222$27.5K0.02%013F-HRTimeline
Activest Wealth Management222$27.5K0.01%+1213F-HRTimeline
KERR FINANCIAL PLANNING Corp221$27.4K0.04%13F-HR/ATimeline
Main Street Group, LTD221$27.4K0.01%+113F-HRTimeline
Perritt Capital Management Inc209$25.9K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.207$25.6K<0.01%+113F-HRTimeline
TOWER TRUST & INVESTMENT Co207$25.6K0.02%013F-HRTimeline
Kathleen S. Wright Associates Inc.206$25.5K0.01%013F-HRTimeline
S&T Bank/PA200$24.8K0.01%013F-HRTimeline
Deane Retirement Strategies, Inc.197$24.4K0.01%new13F-HRTimeline
Strategic Advocates LLC197$24.4K0.01%new13F-HRTimeline
Millstone Evans Group, LLC194$24K0.02%013F-HRTimeline
Financial Freedom, LLC192$23.8K0.01%013F-HRTimeline
Corundum Trust Company, INC191$23.6K0.05%new13F-HRTimeline
DT Investment Partners, LLC190$23.5K<0.01%013F-HRTimeline
Solstein Capital, LLC190$23.5K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC187$23.1K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC186$23K0.01%+5713F-HRTimeline
Financial Connections Group, Inc.187$23K0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC183$22.6K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…183$22.6K0.01%013F-HRTimeline
American Capital Advisory, LLC181$22.4K0.01%-213F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…168$21.4K<0.01%-7213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.171$21.2K<0.01%new13F-HRTimelineGroup
FSA Wealth Management LLC171$21.2K0.01%-26613F-HRTimeline
Signature Resources Capital Management,…169$20.9K0.01%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC168$20.8K0.01%013F-HRTimeline
Howard Hughes Medical Institute167$20.7K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.165$20.4K0.01%013F-HRTimeline
ESL Trust Services, LLC164$20.3K<0.01%+3313F-HRTimeline
Guerra Advisors Inc164$20.2K0.01%new13F-HRTimeline
PROFFITT & GOODSON INC162$20K<0.01%+213F-HRTimeline
Mascoma Wealth Management LLC162$20K<0.01%-8713F-HRTimeline
Orion Capital Management LLC159$19.7K0.01%-17413F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…157$19.4K0.01%+9613F-HRTimeline
Robinswood Financial LLC154$19.1K0.01%+10013F-HRTimeline
Richard W. Paul & Associates, LLC147$18.2K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.144$17.8K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC138$17.1K<0.01%+2413F-HRTimeline
Delos Wealth Advisors, LLC137$17K0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC137$17K0.01%013F-HRTimeline
Core Alternative Capital136$16.8K<0.01%013F-HRTimeline