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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
True Wealth Design, LLC134$16.6K0.01%+2713F-HRTimeline
SWAN Capital LLC134$16.6K0.01%013F-HRTimeline
Accredited Wealth Management, LLC33$16.6K0.01%-5113F-HRTimeline
High Note Wealth, LLC122$15.1K<0.01%+113F-HRTimeline
TD Capital Management LLC121$15K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC119$14.7K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC119$14.7K0.01%-7713F-HRTimeline
CBIZ Investment Advisory Services, LLC118$14.6K<0.01%-913F-HRTimeline
Joseph Group Capital Management118$14.6K<0.01%new13F-HRTimeline
Promus Capital, LLC117$14.5K0.01%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC114$14.1K<0.01%new13F-HRTimeline
J.Safra Asset Management Corp110$13.6K<0.01%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC110$13.6K<0.01%013F-HRTimeline
POM Investment Strategies, LLC109$13.5K0.01%new13F-HRTimeline
Red Tortoise LLC109$13.5K0.01%013F-HRTimeline
IAG Wealth Partners, LLC108$13.4K<0.01%-19213F-HRTimeline
Marquette Asset Management, LLC105$13K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…104$12.9K0.01%013F-HRTimeline
General Partner, Inc.101$12.5K0.01%013F-HRTimeline
SRH ADVISORS, LLC100$12.4K<0.01%-7513F-HRTimeline
Trust Co100$12.4K<0.01%013F-HRTimeline
Lavaca Capital LLC100$12.4K<0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$12.4K<0.01%013F-HRTimeline
Accordant Advisory Group Inc100$12.4K0.01%013F-HRTimeline
Graney & King, LLC100$12.4K0.01%013F-HRTimeline
Kilter Group LLC99$12.3K0.01%+2013F-HRTimeline
Beutel, Goodman & Co Ltd.100$12K<0.01%013F-HRTimeline
Davis Capital Management96$11.9K0.01%13F-HRTimeline
Compass Financial Services Inc93$11.5K0.01%013F-HRTimeline
WealthCollab, LLC92$11.4K0.01%013F-HRTimeline
WestEnd Advisors, LLC90$11.1K<0.01%+3513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV92$11K<0.01%+313F-HRTimeline
Creekmur Asset Management LLC78$9.63K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC75$9.28K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.74$9.16K0.01%013F-HRTimeline
USAdvisors Wealth Management, LLC10,000$9K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …70$8.66K0.01%013F-HRTimeline
Caitlin John, LLC65$8.06K0.01%new13F-HRTimeline
Seneschal Advisors, LLC65$8.04K0.01%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…66$8K<0.01%+313F-HRTimelineGroup
Cloud Capital Management, LLC66$8K<0.01%new13F-HRTimeline
Palisade Asset Management, LLC63$7.8K<0.01%new13F-HRTimeline
Aspect Partners, LLC63$7.8K<0.01%-10513F-HRTimeline
MRP Capital Investments, LLC63$7.43K0.01%013F-HR/ATimeline
DiNuzzo Private Wealth, Inc.56$6.86K<0.01%-1013F-HRTimeline
Stone House Investment Management, LLC51$6.31K<0.01%+613F-HRTimeline
Barnes Dennig Private Wealth Management…51$6.31K0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.50$6.19K<0.01%013F-HRTimeline
Granite FO LLC50$6.19K<0.01%013F-HRTimeline
Transce3nd, LLC52$5.91K0.05%-4,03913F-HRTimeline
Clark Wealth Partners50$5.86K<0.01%+1113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.44$5.45K<0.01%new13F-HRTimeline
Groupe la Francaisein group Groupe la Francaise50$5.23K<0.01%new13F-HRTimelineGroup
Clean Yield Group42$5.2K<0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC40$4.95K<0.01%-2313F-HRTimeline
North Capital, Inc.39$4.83K<0.01%+2313F-HRTimeline
HighMark Wealth Management LLC37$4.58K<0.01%+3213F-HRTimeline
Principia Wealth Advisory, LLC36$4.46K<0.01%+513F-HRTimeline
PayPay Securities Corp34$4.24K0.15%new13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.34$4.21K0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC33$4.08K<0.01%+713F-HRTimeline
Team Financial Group, LLC30$3.75K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC30$3.71K<0.01%new13F-HRTimeline
Eukles Asset Management28$3.46K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC27$3.34K<0.01%+113F-HRTimeline
WINNACLE WEALTH LLC25$3.1K<0.01%-7513F-HRTimeline
Minot DeBlois Advisors LLC25$3.09K<0.01%-2513F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …23$3K<0.01%013F-HRTimelineGroup
Texas Capital Bancshares Inc/TX21$2.6K<0.01%new13F-HRTimeline
Advanced Portfolio Management, LLC20$2.48K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.18$2.23K<0.01%new13F-HR/ATimeline
Quaker Wealth Management, LLC16$1.98K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.16$1.98K<0.01%new13F-HRTimeline
Mountain Hill Investment Partners Corp.15$1.9K<0.01%013F-HRTimeline
Avalon Trust Co14$1.73K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC14$1.71K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…13$1.61K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC13$1.61K<0.01%-29713F-HRTimeline
Valued Wealth Advisors LLC10$1.27K<0.01%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10$1.24K<0.01%-2,53513F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT10$1K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC7$866<0.01%013F-HRTimeline
IMA Advisory Services, Inc.6$743<0.01%013F-HRTimeline
Hurley Capital, LLC5$619<0.01%new13F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.5$619<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC2$526<0.01%-15413F-HRTimeline
Bear Mountain Capital, Inc.4$513<0.01%new13F-HRTimeline
Breakwater Investment Management4$495<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,019$381-24513F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.