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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,355 managers (2,400 13F filers) reported a position in DUK shares at 2025-12-31, 536,857,955 shares in all. 102 filers opened a position and 148 filers sold out during the quarter.

Managers
2,355
13F filers
2,400
New
102
Added
1,011
Reduced
826
Sold out
148
Shares held by filers
536,857,955

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
OLD SECOND NATIONAL BANK OF AURORA1,726$202K0.04%-3013F-HRTimeline
AlphaGrep UK Ltd1,725$202K0.07%13F-HRTimeline
Rather & Kittrell, Inc.1,722$202K0.03%+4613F-HRTimeline
IVC Wealth Advisors LLC1,720$202K0.09%+2513F-HRTimeline
Newman Dignan & Sheerar, Inc.1,719$201K0.04%-2513F-HRTimeline
Alteri Wealth LLC1,718$201K0.07%-7913F-HRTimeline
Stonebridge Financial Group, LLC / MO1,714$201K0.17%13F-HRTimeline
Wilkins Miller Wealth Management, LLC1,713$201K0.12%+613F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,712$201K0.03%13F-HRTimeline
Walsky Investment Management, Inc.1,707$200K0.2%13F-HRTimeline
FSA Advisors, Inc.20,151$198K0.14%new13F-HRTimeline
Fairscale Capital, LLC1,691$198K0.13%+1,05113F-HRTimeline
USA FINANCIAL FORMULAS1,673$196K0.04%-1,75713F-HRTimeline
Motiv8 Investments LLC1,670$196K0.11%-15413F-HRTimeline
BARRETT & COMPANY, INC.1,651$194K0.06%013F-HRTimeline
Scarborough Advisors, LLC1,644$193K0.03%+38713F-HRTimeline
IMG Wealth Management, Inc.1,639$192K0.12%+2213F-HRTimeline
West Branch Capital LLC1,624$190K0.05%-10013F-HRTimeline
VSM Wealth Advisory, LLC1,594$187K0.06%-7513F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,591$186K<0.01%new13F-HRTimelineGroup
Medallion Wealth Advisors, LLC1,588$186K0.06%+16813F-HRTimeline
Elyxium Wealth, LLC1,561$183K0.05%-27413F-HRTimeline
ORG Partners LLC1,554$182K0.03%+80913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,545$181K0.07%new13F-HRTimeline
McIlrath & Eck, LLC1,535$180K0.02%+3613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,533$180K0.02%+32013F-HRTimelineGroup
PALLADIEM, LLC1,514$178K0.17%13F-HRTimeline
Morse Asset Management, Inc1,500$176K0.04%013F-HRTimeline
Private Wealth Asset Management, LLC1,479$173K0.02%+15613F-HRTimeline
Center for Financial Planning, Inc.1,473$173K0.02%+10313F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,465$172K0.09%-1513F-HRTimeline
MeadowBrook Investment Advisors LLC1,463$171K0.15%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,466$171K0.02%013F-HRTimeline
Deseret Mutual Benefit Administrators1,448$170K0.07%013F-HRTimeline
Nemes Rush Group LLC1,447$170K0.02%+27213F-HRTimeline
Beacon Financial Strategies CORP1,402$164K0.09%new13F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …1,395$164K0.01%013F-HRTimelineGroup
VISION FINANCIAL MARKETS LLC1,395$164K0.17%013F-HRTimeline
Wealth Preservation Advisors, LLC1,381$162K0.08%013F-HRTimeline
Prosperity Bancshares Inc1,366$160K0.14%13F-HRTimeline
Rossby Financial, LCC1,365$160K0.05%+6113F-HRTimeline
Princeton Global Asset Management LLC1,348$158K0.03%+15913F-HRTimeline
ATWOOD & PALMER INC1,348$158K0.01%013F-HRTimeline
REDMONT WEALTH ADVISORS LLC1,347$158K0.24%013F-HRTimeline
Addison Advisors LLC1,334$156K0.04%+5713F-HRTimeline
Kimelman & Baird, LLC1,332$156K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.1,327$156K0.13%13F-HRTimeline
Fortitude Family Office, LLC1,326$155K0.04%-213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,317$154K0.01%+6713F-HRTimeline
OSTRUM ASSET MANAGEMENT1,312$154K0.01%-43513F-HRTimeline
Holos Integrated Wealth LLC1,271$149K0.08%+42013F-HRTimeline
New England Capital Financial Advisors …1,269$149K0.06%+113F-HRTimeline
Bayforest Capital Ltd1,237$145K0.11%-2,76713F-HRTimeline
Cranbrook Wealth Management, LLC1,233$145K0.03%013F-HRTimeline
GGM Financial LLC1,217$143K0.07%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.1,216$143K0.01%13F-HRTimelineGroup
S.A. Mason LLC1,215$142K0.06%013F-HRTimeline
Havemeyer Place LP1,214$142K0.03%13F-HRTimeline
Cutler Capital Management, LLC1,183$139K0.04%-3613F-HRTimeline
Smallwood Wealth Investment Management,…1,172$137K0.07%-3313F-HRTimeline
First Pacific Financial1,165$137K0.02%+813F-HRTimeline
ALERUS FINANCIAL NA1,154$135K0.01%013F-HRTimeline
Bravera Wealth1,148$135K0.07%13F-HRTimeline
Westside Investment Management, Inc.1,116$131K0.02%-713F-HRTimeline
Canopy Partners, LLC1,114$131K0.04%+2313F-HRTimeline
Atlantic Edge Private Wealth Management…1,107$130K0.03%+34013F-HRTimeline
Coastline Trust Co1,100$129K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WFA of San Diego, LLC1,087$127K0.09%013F-HRTimeline
DV EQUITIES, LLC1,083$127K0.02%13F-HRTimeline
Turning Point Benefit Group, Inc.1,081$127K0.07%+6213F-HRTimeline
WEBSTER BANK, N. A.1,059$124K0.01%-6213F-HRTimeline
Howard Capital Management Group, LLC1,048$123K0.01%013F-HRTimeline
WPG Advisers, LLC1,044$122K0.09%+25113F-HRTimeline
Acumen Wealth Advisors, LLC1,040$122K0.04%13F-HRTimeline
Dakota Community Bank & Trust NA1,037$122K0.42%+3013F-HRTimeline
Miller Capital Partners, Inc.1,030$121K0.06%13F-HRTimeline
Piscataqua Savings Bank1,029$121K0.08%013F-HRTimeline
Missouri Trust & Investment Co1,025$120K0.04%-6513F-HRTimeline
Byrne Asset Management LLC1,018$119K0.07%013F-HRTimeline
Copia Wealth Management1,017$119K0.09%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,014$119K0.01%+6413F-HRTimeline
Catalyst Capital Advisors LLC1,011$118K<0.01%-29213F-HRTimeline
Global Trust Asset Management, LLC1,006$118K0.05%-20613F-HRTimeline
Whipplewood Advisors, LLC992$116K0.07%+713F-HRTimeline
Guinness Asset Management LTD984$116K<0.01%+35913F-HRTimeline
Asset Dedication, LLC976$114K0.01%-2,46513F-HRTimeline
Bangor Savings Bank969$114K0.01%+3413F-HRTimeline
Aventura Private Wealth, LLC968$114K0.04%-9013F-HRTimeline
Capital Advisors, Ltd. LLC949$111K0.01%+8013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC946$111K0.03%-1,14513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD941$110K0.05%013F-HRTimeline
Avanza Fonder AB928$109K<0.01%new13F-HRTimeline
Pacifica Partners Inc.915$107K0.05%-3613F-HRTimeline
GHP Investment Advisors, Inc.913$107K<0.01%-11513F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…880$103K0.03%013F-HRTimeline
Key Financial Inc876$103K0.02%+4913F-HRTimeline
Coston, McIsaac & Partners872$102K0.02%-1313F-HRTimeline
Measured Wealth Private Client Group, L…865$101K0.03%013F-HRTimeline
GW&K Investment Management, LLC862$101K<0.01%-5413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…848$99K<0.01%+4013F-HRTimelineGroup
Beaird Harris Wealth Management, LLC830$97.3K0.01%+14013F-HRTimeline
Aquatic Capital Management LLC820$96.1K<0.01%new13F-HRTimeline
TOWER TRUST & INVESTMENT Co819$96K0.06%+61213F-HRTimeline
Torren Management, LLC814$95.4K0.05%13F-HRTimeline
Global Wealth Strategies & Associates807$94.6K0.02%+6513F-HRTimeline
LOUISBOURG INVESTMENTS INC.800$93.8K0.02%013F-HRTimeline
SJS Investment Consulting Inc.796$93.3K0.01%+2113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC763$89.4K0.01%013F-HRTimeline
Luken Investment Analytics, LLC726$85.1K0.03%+513F-HRTimeline
LRI Investments, LLC723$84.7K0.01%-15913F-HRTimeline
Investment Research & Advisory Group, I…704$84.3K0.03%+6513F-HRTimeline
KELLEHER FINANCIAL ADVISORS713$83.6K0.02%013F-HRTimeline
GoalVest Advisory LLC705$82.6K0.02%-6613F-HRTimeline
PFS Partners, LLC674$79.1K0.04%+513F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …667$78.2K<0.01%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC654$76.7K0.05%-12613F-HRTimeline
Hartford Financial Management Inc.642$75.2K0.02%013F-HRTimeline
Keating Financial Advisory Services, In…639$74.9K0.01%13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.636$74.5K0.02%013F-HRTimeline
Root Financial Partners, LLC632$74.1K<0.01%+9413F-HRTimeline
SIMPLEX TRADING, LLC623$73K<0.01%new13F-HRTimeline
New Millennium Group LLC604$70.8K0.03%-17313F-HRTimeline
Sachetta, LLC602$70.6K0.04%+33913F-HRTimeline
Investors Research Corp600$70.3K0.01%-30013F-HRTimeline
1248 Management, LLC587$68.8K0.04%013F-HRTimeline
LGT Financial Advisors LLC574$67.3K0.41%-15913F-HRTimeline
Fortis Group Advisors, LLC570$66.8K0.01%013F-HRTimeline
Basepoint Wealth LLC568$66.6K0.04%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC563$66K0.02%013F-HRTimeline
Bruce G. Allen Investments, LLC562$65.9K0.04%013F-HRTimeline
Murphy & Mullick Capital Management Corp561$65.7K0.05%+213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC560$65.6K<0.01%-63113F-HRTimeline
Centerpoint Advisors, LLC553$65K0.02%013F-HRTimeline
Gen-Wealth Partners Inc547$64.1K0.02%-3913F-HRTimeline
MOTCO521$61.1K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC512$60K<0.01%-25213F-HRTimeline
DV Trading LLC509$59.7K0.01%13F-HRTimeline
Ashurst Perkins Coie Trust Co507$59.4K0.01%013F-HRTimeline
Western Pacific Wealth Management, LP504$59K0.06%013F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.500$58.6K0.01%013F-HRTimeline
Lummis Asset Management, LP500$58.6K0.04%013F-HRTimeline
Cherry Tree Wealth Management, LLC496$58.1K0.01%+513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC495$58K0.01%+12613F-HRTimeline
FNY Investment Advisers, LLC500$58K0.02%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department494$57.9K0.02%013F-HRTimelineGroup
Cornerstone National Bank & Trust Co487$57.1K0.02%+15413F-HRTimeline
Covestor Ltd486$57K0.03%-613F-HRTimeline
Trust Co482$56.5K0.01%+38213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH479$56.1K0.02%-813F-HRTimeline
WELLINGTON-ALTUS USA INC.478$56K0.04%13F-HRTimeline
Kemnay Advisory Services Inc.457$53.6K0.01%new13F-HRTimeline
Wealth Watch Advisors, INC452$53K0.02%+913F-HRTimeline
TSFG, LLC446$52K0.01%+113F-HRTimeline
Wealth Enhancement Trust Services, Inc.443$51.9K0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC417$51K0.04%013F-HRTimeline
Horrell Capital Management, Inc.429$50.3K0.02%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN401$47K<0.01%-1213F-HRTimeline
Monetary Solutions, Ltd401$47K0.05%13F-HRTimeline
HOEY INVESTMENTS, INC400$46.9K0.01%-3013F-HRTimeline
Advantage Trust Co399$46.8K0.02%-63013F-HRTimeline
Key Capital Management, INC393$46.1K0.05%13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…379$44.4K0.01%+5413F-HRTimelineGroup
BELLEVUE ASSET MANAGEMENT, LLC373$43.8K0.01%+113F-HRTimeline
Midwest Capital Advisors, LLC370$43.4K0.02%013F-HRTimeline
Walsh & Associates, LLC362$42.4K0.04%13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.353$41.4K0.03%013F-HRTimeline
TFC Financial Management, Inc.353$41.4K0.01%-30013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP351$41.1K<0.01%+413F-HRTimeline
Nova Wealth Management, Inc.350$41K0.03%+3013F-HRTimeline
FIRST COMMUNITY TRUST NA348$40.8K0.03%013F-HRTimeline
Redwood Park Advisors LLC342$40.1K0.03%+313F-HRTimeline
Canton Hathaway, LLC331$38.8K0.01%013F-HRTimeline
Olistico Wealth, LLC326$38.3K0.02%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…324$38K0.02%+8413F-HRTimelineGroup
ABOUND FINANCIAL, LLC323$37.9K0.01%-1,77813F-HR/ATimeline
Tidemark, LLC310$36.3K0.01%-3613F-HRTimeline
CGC Financial Services, LLC308$36.1K0.01%013F-HRTimeline
Advocate Investing Services LLC306$35.9K0.03%13F-HRTimeline
Peck Wealth Management, LLC300$35.2K0.03%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC290$34K0.02%13F-HRTimeline
Bare Financial Services, Inc289$33.9K0.01%+913F-HRTimeline
Prestige Wealth Management Group LLC287$33.6K0.01%+4913F-HRTimeline
Private Wealth Management Group, LLC286$33.5K0.01%013F-HRTimeline
Cornerstone Planning Group LLC277$33.3K0.01%+27513F-HRTimeline
Kingdom Financial Group LLC.283$33.2K0.01%new13F-HRTimeline
Abound Wealth Management280$32.9K0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …280$32.8K0.05%+21013F-HRTimeline
OBSIDIAN CIO, LLC278$32.5K0.05%-2,20413F-HRTimeline
Access Investment Management LLC262$32.4K0.01%013F-HRTimeline
Bell Investment Advisors, Inc258$30.2K<0.01%-5013F-HRTimeline
SIMA Wealth Partners, LLC258$30.2K0.02%013F-HRTimeline
Lodestone Wealth Management LLC254$29.8K0.01%new13F-HRTimeline
CoreFirst Bank & Trust252$29.5K0.02%-29013F-HRTimeline
Wellington Grp LLC252$29.5K0.01%13F-HR/ATimeline
Winch Advisory Services, LLC251$29.4K0.01%+313F-HRTimeline
Vermillion Wealth Management, Inc.250$29.3K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC250$29.3K<0.01%+2713F-HRTimeline
Avion Wealth254$29K0.01%-43413F-HRTimeline
Cornerstone Financial Management LLC239$28K0.03%13F-HR/ATimeline
Lipe & Dalton243$28K0.01%013F-HRTimeline