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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
Iron Horse Wealth Management, LLC49$5.78K<0.01%013F-HRTimeline
Stone House Investment Management, LLC45$5.31K<0.01%013F-HRTimeline
Clark Wealth Partners39$4.6K<0.01%013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.34$4.01K0.01%013F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.31$3.66K<0.01%-4813F-HR/ATimelineGroup
Principia Wealth Advisory, LLC31$3.66K<0.01%-413F-HRTimeline
Team Financial Group, LLC30$3.55K<0.01%new13F-HRTimeline
Eukles Asset Management28$3.3K<0.01%013F-HRTimeline
Kessler Investment Group, LLC27$3.19K<0.01%-25513F-HRTimeline
Decker Retirement Planning Inc.27$3.19K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC26$3.07K<0.01%+1313F-HRTimeline
Rialto Wealth Management, LLC26$3.07K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …23$3K<0.01%-13013F-HRTimelineGroup
INVESTMENT MANAGEMENT CORP /VA/ /ADV24$2.83K<0.01%013F-HRTimeline
Garde Capital, Inc.23$2.71K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC16$1.89K<0.01%new13F-HRTimeline
North Capital, Inc.16$1.89K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.15$1.8K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC14$1.67K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…13$1.54K<0.01%+313F-HRTimeline
Evergreen Private Wealth LLC13$1.53K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$1.41K<0.01%013F-HRTimelineGroup
Pandora Wealth, Inc.10$1.18K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC9$1.08K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.9$1.06K<0.01%-713F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT10$1K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC7$826<0.01%+413F-HRTimeline
IMA Advisory Services, Inc.6$708<0.01%new13F-HRTimeline
HighMark Wealth Management LLC5$590<0.01%013F-HRTimeline
Bellwether Advisors, LLC1$118<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Aventus Investment Advisors, Inc.0$00%13F-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 Ltd1,264$438+3313F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.