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Disclosery

DUK DUKE ENERGY CORP NEW

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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
Mountain Hill Investment Partners Corp.15$1.84K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC15$1.83K0.03%new13F-HRTimeline
Trifecta Capital Advisors, LLC13$1.59K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC13$1.58K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…12$1.46K<0.01%013F-HRTimelineGroup
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …10$1.22K<0.01%new13F-HR/ATimelineGroup
Strengthening Families & Communities, L…10$1.22K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC9$1.11K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT10$1K<0.01%-4,99213F-HRTimeline
Blume Capital Management, Inc.7$854<0.01%new13F-HRTimeline
Caitong International Asset Management …7$854<0.01%-57913F-HRTimeline
Ridgewood Investments LLC5$610<0.01%-2013F-HRTimeline
HighMark Wealth Management LLC5$610<0.01%013F-HRTimeline
Bare Financial Services, Inc4$488<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC3$366<0.01%13F-HRTimeline
Legacy Bridge, LLC1$174<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1$122<0.01%new13F-HRTimeline
Bellwether Advisors, LLC1$122<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-16,24413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,231$404-5113F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.