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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,429 managers (2,483 13F filers) reported a position in DUK shares at 2026-03-31, 540,962,781 shares in all. 197 filers opened a position and 108 filers sold out during the quarter.

Managers
2,429
13F filers
2,483
New
197
Added
1,094
Reduced
828
Sold out
108
Shares held by filers
540,962,781

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Hughes Financial Services, LLC1,744$228K0.04%+1213F-HRTimeline
Fortitude Advisory Group L.L.C.1,744$228K0.1%+1213F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC1,742$228K0.14%new13F-HRTimeline
FOSTER & MOTLEY INC1,738$228K0.01%new13F-HRTimeline
COUNTRY TRUST BANK1,740$228K<0.01%-10813F-HRTimeline
BRIGHTON SECURITIES CORP.1,735$227K0.11%-3413F-HRTimeline
Wingate Wealth Advisors, Inc.1,733$227K0.12%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,726$226K0.05%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,720$225K0.09%-5013F-HRTimeline
Wilkins Miller Wealth Management, LLC1,718$225K0.14%+513F-HRTimeline
Walsky Investment Management, Inc.1,707$224K0.23%013F-HRTimeline
Bullock Wealth Management Group1,707$223K0.11%-3513F-HRTimeline
S Harris Financial Group, LLC1,706$223K0.2%-6313F-HRTimeline
SAXON INTERESTS, INC.1,702$223K0.08%-6213F-HRTimeline
BNB Wealth Management, LLC1,702$223K0.14%new13F-HRTimeline
Goelzer Investment Management, Inc.1,701$223K0.01%new13F-HRTimeline
Alteri Wealth LLC1,701$223K0.07%-1713F-HRTimeline
Warren Street Wealth Advisors, LLC1,698$222K0.06%-3113F-HRTimeline
F/m Investments LLC1,697$222K0.01%-94213F-HRTimeline
O'Domhnaill Enterprises, Inc.1,691$221K0.18%+1,65313F-HRTimeline
Fairscale Capital, LLC1,691$221K0.15%013F-HRTimeline
Old Mission Investment Co LLC1,689$221K0.05%new13F-HRTimeline
Rather & Kittrell, Inc.1,686$221K0.03%-3613F-HRTimeline
EAGLE ROCK INVESTMENT COMPANY, LLC1,685$221K0.03%new13F-HRTimeline
LVZ, Inc.1,681$220K0.03%new13F-HRTimeline
Peak Retirement Planning, Inc.1,680$220K0.04%new13F-HRTimeline
Ellenbecker Investment Group1,678$220K0.03%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,676$219K0.01%-9213F-HRTimelineGroup
Stonebridge Financial Group, LLC / MO1,676$219K0.18%-3813F-HRTimeline
Spartan Planning & Wealth Management1,675$219K0.16%new13F-HRTimeline
Philip James Wealth Mangement, LLC1,673$219K0.03%-11313F-HRTimeline
Hopwood Nicholas Hunter1,673$219K0.07%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,669$219K0.05%new13F-HRTimeline
Schrum Private Wealth Management LLC1,672$219K0.17%new13F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC1,668$218K0.1%-10813F-HRTimeline
Compass Ion Advisors, LLC1,665$218K0.02%-11113F-HRTimeline
MRA Advisory Group1,665$218K0.09%new13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,661$218K0.02%new13F-HRTimelineGroup
SCHWARZ DYGOS WHEELER INVESTMENT ADVISO…1,657$217K0.05%new13F-HRTimeline
Strathmore Capital Advisors, Inc.1,706$217K0.06%new13F-HRTimeline
Caliber Wealth Management, LLC / KS1,656$217K0.02%new13F-HRTimeline
Good Harbor Advisors, Inc.1,655$217K0.24%new13F-HRTimeline
Mirador Capital Partners LP1,653$216K0.03%new13F-HRTimeline
SkyOak Wealth, LLC1,652$216K0.04%new13F-HRTimeline
Granite Harbor Advisors, Inc.1,652$216K0.09%new13F-HRTimeline
BARRETT & COMPANY, INC.1,651$216K0.07%013F-HRTimeline
TSG Advice Partners, LLC1,635$214K0.03%new13F-HRTimeline
Altar Rock LLC1,632$214K0.25%new13F-HRTimeline
Crew Capital Management, Ltd1,631$214K0.14%-20013F-HRTimeline
McIlrath & Eck, LLC1,630$213K0.02%+9513F-HRTimeline
SPWM Advisors LLC1,706$213K0.19%-23913F-HRTimeline
Chancellor Financial Group WB LP1,628$213K0.15%new13F-HRTimeline
MeadowBrook Investment Advisors LLC1,628$213K0.19%+16513F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…1,627$213K0.01%new13F-HRTimeline
Ruggiero Investments, Inc.1,626$213K0.21%-10113F-HRTimeline
ForthRight Wealth Management, LLC1,625$213K0.06%new13F-HRTimeline
Tempo Wealth, LLC1,624$213K0.04%new13F-HRTimeline
Traveka Wealth, LLC1,622$212K0.08%new13F-HRTimeline
FIRST AMERICAN TRUST, FSB1,621$212K0.01%new13F-HRTimeline
Alternative Investment Advisors, LLC.1,620$212K0.09%-12613F-HRTimeline
Demars Financial Group, LLC1,616$212K0.07%new13F-HRTimeline
Cadent Capital Advisors, LLC1,612$211K0.06%new13F-HRTimeline
Medallion Wealth Advisors, LLC1,611$211K0.07%+2313F-HRTimeline
Koss-Olinger Consulting, LLC1,611$211K0.02%-63913F-HRTimeline
Brookwood Investment Group LLC1,609$211K0.03%-77113F-HRTimeline
Sand Hill Global Advisors, LLC1,609$211K0.01%new13F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT1,605$210K0.01%new13F-HRTimeline
Fusion Capital, LLC1,603$210K0.06%new13F-HRTimeline
Pinion Investment Advisors, LLC1,602$210K0.05%-26413F-HRTimeline
Arbor Wealth Advisors LLC1,602$210K0.15%new13F-HRTimeline
Marin Bay Wealth Advisors, LLC2,754$210K0.13%+92813F-HRTimeline
Johnson Financial Group, LLC1,598$209K0.01%new13F-HRTimeline
180 WEALTH ADVISORS, LLC1,596$209K0.02%new13F-HRTimeline
Slagle Financial, LLC1,593$209K0.07%new13F-HRTimeline
Zhang Financial LLC1,591$208K0.01%new13F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,589$208K0.06%new13F-HRTimeline
COMMUNITY TRUST & INVESTMENT CO1,589$208K0.01%new13F-HRTimeline
A. D. Beadell Investment Counsel, Inc.1,590$208K0.13%new13F-HRTimeline
American Trust1,587$208K0.02%new13F-HRTimeline
Strategies Wealth Advisors, LLC1,583$207K0.02%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,582$207K0.03%+11613F-HRTimeline
Hamilton Capital, LLC1,572$206K0.01%new13F-HRTimeline
Beacon Financial Advisory LLC1,571$206K0.05%new13F-HRTimeline
GreatBanc Trust CO1,570$206K0.14%-85413F-HRTimeline
Americana Partners, LLC1,570$206K0.01%-17013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,537$204K0.01%new13F-HR/ATimeline
WALLER FINANCIAL PLANNING GROUP, INC1,552$203K0.04%new13F-HRTimeline
Nicholson Wealth Management Group, LLC1,549$203K0.12%-43113F-HRTimeline
Stewardship Advisors, LLC1,547$203K0.05%new13F-HRTimeline
Stokes Capital Advisors, LLC1,544$202K0.05%new13F-HR/ATimeline
PALLADIEM, LLC1,519$202K0.19%+513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,541$202K0.01%-1,15413F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC1,541$202K0.06%-23413F-HRTimeline
Trek Financial, LLC1,538$201K0.01%new13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…1,538$201K0.12%new13F-HRTimelineGroup
Glass Wealth Management Co LLC1,535$201K0.08%new13F-HRTimeline
Verisail Partners, LLC1,533$201K0.08%new13F-HRTimeline
West Branch Capital LLC1,531$200K0.05%-9313F-HRTimeline
Alpha Family Trustin group Alpha Family Trust1,530$200K0.1%new13F-HRTimelineGroup
J.M. Arbour, LLC1,530$200K0.19%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC1,528$200K0.01%-40013F-HRTimelineGroup
Guinness Asset Management LTD1,516$199K<0.01%+53213F-HRTimeline
Morse Asset Management, Inc1,500$196K0.04%013F-HRTimeline
Wall Street Financial Group, Inc.1,489$195K0.12%new13F-HRTimeline
Axiom Investment Management LLC1,472$193K0.15%13F-HRTimeline
Longview Financial Advisors, Inc.1,466$192K0.12%new13F-HRTimeline
Scarborough Advisors, LLC1,464$192K0.02%-18013F-HRTimeline
IMG Wealth Management, Inc.1,440$189K0.12%-19913F-HRTimeline
Center for Financial Planning, Inc.1,438$188K0.02%-3513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,428$187K0.07%-11713F-HRTimeline
Bayforest Capital Ltd1,419$186K0.21%+18213F-HRTimeline
Addison Advisors LLC1,407$184K0.04%+7313F-HRTimeline
Beacon Financial Strategies CORP1,402$184K0.1%013F-HRTimeline
VISION FINANCIAL MARKETS LLC1,395$183K0.18%013F-HRTimeline
VESTOR CAPITAL, LLC1,385$181K0.01%-50,44413F-HRTimeline
Atlantic Edge Private Wealth Management…1,382$181K0.04%+27513F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,375$180K0.1%-9013F-HRTimeline
Whipplewood Advisors, LLC1,359$178K0.09%+36713F-HRTimeline
Knuff & Co LLC1,358$178K0.05%-1,50013F-HRTimeline
Fortitude Family Office, LLC1,357$178K0.04%+3113F-HRTimeline
Princeton Global Asset Management LLC1,357$178K0.03%+913F-HRTimeline
ATWOOD & PALMER INC1,348$177K0.01%013F-HRTimeline
Kimelman & Baird, LLC1,332$174K0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.1,327$174K0.15%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,317$172K0.01%013F-HRTimeline
Holos Integrated Wealth LLC1,271$168K0.08%013F-HRTimeline
New England Capital Financial Advisors …1,269$166K0.05%013F-HRTimeline
Coastline Trust Co1,266$166K0.02%+16613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Root Financial Partners, LLC1,256$164K0.01%+62413F-HRTimeline
Global Trust Asset Management, LLC1,249$164K0.06%+24313F-HRTimeline
Cranbrook Wealth Management, LLC1,233$161K0.03%013F-HRTimeline
S.A. Mason LLC1,215$159K0.06%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.1,186$155K0.01%-3013F-HRTimelineGroup
Cutler Capital Management, LLC1,183$155K0.04%013F-HRTimeline
Smallwood Wealth Investment Management,…1,172$154K0.08%013F-HRTimeline
Bravera Wealth1,154$151K0.07%+613F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC1,143$150K<0.01%-60,93313F-HR/ATimelineGroup
GHP Investment Advisors, Inc.1,136$149K0.01%+22313F-HRTimeline
Westside Investment Management, Inc.1,116$147K0.02%013F-HRTimeline
WFA of San Diego, LLC1,087$142K0.11%013F-HRTimeline
Capital Advisors, Ltd. LLC1,066$140K0.02%+11713F-HRTimeline
WEBSTER BANK, N. A.1,059$139K0.01%013F-HRTimeline
Acumen Wealth Advisors, LLC1,048$137K0.04%+813F-HRTimeline
Miller Capital Partners, Inc.1,030$135K0.07%013F-HRTimeline
Piscataqua Savings Bank1,029$135K0.09%013F-HRTimeline
Avanza Fonder AB1,028$135K<0.01%+10013F-HRTimeline
Dakota Community Bank & Trust NA1,026$134K0.45%-1113F-HRTimeline
Aventura Private Wealth, LLC1,018$133K0.05%+5013F-HRTimeline
Copia Wealth Management1,017$133K0.09%013F-HRTimeline
Howard Capital Management Group, LLC1,013$133K0.01%-3513F-HRTimeline
Private Wealth Asset Management, LLC1,008$132K0.01%-47113F-HRTimeline
Wealth Preservation Advisors, LLC1,000$131K0.11%-38113F-HRTimeline
Prosperity Bancshares Inc970$127K0.1%-39613F-HRTimeline
Catalyst Capital Advisors LLC951$125K<0.01%-6013F-HRTimeline
SJS Investment Consulting Inc.949$124K0.02%+15313F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST947$124K0.05%13F-HRTimeline
Bangor Savings Bank933$122K0.01%-3613F-HRTimeline
Asset Dedication, LLC932$122K0.01%-4413F-HRTimeline
SUMMIT SECURITIES GROUP LLC928$122K0.06%-2,72813F-HRTimeline
C M BIDWELL & ASSOCIATES LTD926$121K0.06%-1513F-HRTimeline
JPL Wealth Management, LLC913$120K0.03%new13F-HR/ATimeline
Byrne Asset Management LLC908$119K0.07%-11013F-HRTimeline
Missouri Trust & Investment Co892$117K0.03%-13313F-HRTimeline
BAYBAN886$116K0.1%-3,52913F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…880$115K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Key Financial Inc876$115K0.02%013F-HRTimeline
Measured Wealth Private Client Group, L…865$113K0.03%013F-HRTimeline
Pacifica Partners Inc.855$112K0.04%-6013F-HRTimeline
GW&K Investment Management, LLC851$111K<0.01%-1113F-HRTimeline
Coston, McIsaac & Partners828$108K0.02%-4413F-HRTimeline
TOWER TRUST & INVESTMENT Co819$107K0.07%013F-HRTimeline
WPG Advisers, LLC811$106K0.08%-23313F-HRTimeline
Global Wealth Strategies & Associates807$106K0.03%013F-HRTimeline
Avalon Trust Co800$105K0.01%new13F-HRTimeline
LOUISBOURG INVESTMENTS INC.800$105K0.02%013F-HRTimeline
Plato Investment Management Ltd795$104K0.01%new13F-HRTimeline
First Pacific Financial794$104K0.01%-37113F-HRTimeline
Plante Moran Financial Advisors, LLC792$104K0.01%-22213F-HRTimeline
True Link Financial Advisors, LLC780$102K0.01%new13F-HR/ATimeline
N.E.W. Advisory Services LLC773$101K0.01%+52313F-HRTimeline
Moisand Fitzgerald Tamayo, LLC763$99.9K0.01%013F-HRTimeline
Kilter Group LLC756$99K0.04%+61413F-HRTimeline
Trust Co746$97.7K0.01%+26413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC722$94.5K0.02%new13F-HRTimeline
Luken Investment Analytics, LLC721$94.4K0.04%-513F-HRTimeline
LRI Investments, LLC716$93.8K0.01%-713F-HRTimeline
Investment Research & Advisory Group, I…649$92.2K0.03%-5513F-HRTimeline
Beaird Harris Wealth Management, LLC690$90.3K0.01%-14013F-HRTimeline
True Wealth Design, LLC690$90.3K0.03%+57213F-HRTimeline
WELLINGTON-ALTUS USA INC.699$88.5K0.05%+22113F-HRTimeline
PFS Partners, LLC674$88.3K0.04%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …667$87.3K<0.01%013F-HRTimelineGroup
Fairway Wealth LLC664$86.9K0.02%+63913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.636$83.3K0.03%013F-HRTimeline
Keating Financial Advisory Services, In…633$82.8K0.01%-613F-HRTimeline
Gen-Wealth Partners Inc623$81.6K0.03%+7613F-HRTimeline
Sachetta, LLC621$81.3K0.04%+1913F-HRTimeline
Investors Research Corp600$78.6K0.02%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.593$77.6K0.06%+37513F-HRTimeline
1248 Management, LLC587$76.9K0.04%013F-HRTimeline