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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,354 managers (2,399 13F filers) reported a position in DUK shares at 2025-12-31, 536,857,859 shares in all. 102 filers opened a position and 148 filers sold out during the quarter.

Managers
2,354
13F filers
2,399
New
102
Added
1,010
Reduced
826
Sold out
148
Shares held by filers
536,857,859

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
KERR FINANCIAL PLANNING Corp221$27.3K0.04%013F-HR/ATimeline
Noble Wealth Management PBC233$27.3K0.01%013F-HRTimeline
Triumph Capital Management231$27K0.01%new13F-HRTimeline
Strategic Advocates LLC224$26.4K0.01%+2713F-HRTimeline
JNBA Financial Advisors223$26.1K<0.01%013F-HRTimeline
Bradley & Co. Private Wealth Management…222$26K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC220$25.8K0.03%-3313F-HRTimeline
Dorato Capital Management216$25.6K0.02%13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.218$25.6K0.02%+20013F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.212$24.8K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.208$24.4K<0.01%+113F-HRTimeline
NorthAvenue LLC206$24.1K0.02%13F-HRTimeline
Modus Advisors, LLC205$24K0.01%new13F-HRTimeline
Ares Financial Consulting, LLC200$23.4K0.02%13F-HRTimeline
SWAN Capital LLC200$23.4K0.01%+6613F-HRTimeline
Deane Retirement Strategies, Inc.197$23.1K0.01%013F-HRTimeline
S&T Bank/PA196$23K0.01%-413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC195$22.9K0.01%+2713F-HRTimeline
Millstone Evans Group, LLC194$22.7K0.01%013F-HRTimeline
LMR Partners LLPin group LMR Partners LLP193$22.6K<0.01%new13F-HRTimelineGroup
Financial Freedom, LLC192$22.5K0.01%013F-HRTimeline
Dunhill Financial, LLC192$22.5K0.01%-6913F-HRTimeline
DT Investment Partners, LLC190$22.3K<0.01%013F-HRTimeline
Solstein Capital, LLC190$22.3K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC187$21.9K0.01%013F-HRTimeline
American Capital Advisory, LLC183$21.4K0.01%+213F-HRTimeline
1 NORTH WEALTH SERVICES LLC183$21.4K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…183$21.4K0.01%013F-HRTimeline
Ankerstar Wealth, LLC182$21.4K0.02%13F-HRTimeline
TD Capital Management LLC182$21.3K<0.01%+6113F-HRTimeline
Greenline Wealth Management LLC181$21.3K0.02%13F-HRTimeline
Financial Connections Group, Inc.187$21K0.01%013F-HRTimeline
CDKV HOLDINGS LLC178$20.9K0.02%13F-HRTimeline
Mascoma Wealth Management LLC176$20.6K<0.01%+1413F-HRTimeline
Elequin Capital, LP174$20.4K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC174$20.4K0.01%-1213F-HRTimeline
Joseph Group Capital Management173$20.3K0.01%+5513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…168$20.2K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.171$20K<0.01%013F-HRTimelineGroup
BLUELINE ADVISORS LLC170$19.9K0.02%13F-HRTimeline
Signature Resources Capital Management,…169$19.8K0.01%013F-HRTimeline
Howard Hughes Medical Institute167$19.6K0.01%013F-HRTimeline
Essential Partners LLC167$19.6K0.01%-61713F-HRTimeline
DHJJ Financial Advisors, Ltd.165$19.3K0.01%013F-HRTimeline
Wiser Advisor Group LLC159$18.7K0.02%-11613F-HRTimeline
Orion Capital Management LLC159$18.6K0.01%013F-HRTimeline
Robinswood Financial LLC155$18.2K0.01%+113F-HRTimeline
SRH ADVISORS, LLC155$18.2K0.01%+5513F-HRTimeline
MidAtlantic Capital Management, Inc.155$18.2K0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC152$17.8K<0.01%+1413F-HRTimeline
POM Investment Strategies, LLC150$17.6K0.01%+4113F-HRTimeline
OPTIMA CAPITAL LLC149$17.5K0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC149$17.5K0.01%+213F-HRTimeline
Ramirez Asset Management, Inc.144$16.9K<0.01%013F-HRTimeline
Kilter Group LLC142$16.6K0.01%+4313F-HRTimeline
Park Square Financial Group, LLC153$16.5K0.1%-8313F-HRTimeline
High Note Wealth, LLC138$16.2K<0.01%+1613F-HRTimeline
Frazier Financial Advisors, LLC137$16.1K0.01%013F-HRTimeline
ESL Trust Services, LLC131$15.4K<0.01%-3313F-HRTimeline
CBIZ Investment Advisory Services, LLC130$15.2K<0.01%+1213F-HRTimeline
SFAM, LLC129$15.1K0.01%13F-HRTimeline
Sankala Group LLC112$14.7K0.01%13F-HRTimeline
Elevated Capital Advisors, LLC120$14.1K<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC119$13.9K0.01%013F-HRTimeline
True Wealth Design, LLC118$13.8K<0.01%-1613F-HRTimeline
Caitlin John, LLC116$13.6K0.01%+5113F-HRTimeline
J.Safra Asset Management Corp110$12.9K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC110$12.9K<0.01%013F-HRTimeline
Red Tortoise LLC109$12.8K0.01%013F-HRTimeline
IAG Wealth Partners, LLC108$12.7K<0.01%013F-HRTimeline
Imprint Wealth LLC107$12.5K0.06%-21113F-HRTimeline
Core Alternative Capital104$12.2K<0.01%-3213F-HRTimeline
Comprehensive Financial Planning, Inc./…104$12.2K0.01%013F-HRTimeline
WealthCollab, LLC102$12K<0.01%+1013F-HRTimeline
General Partner, Inc.101$11.8K0.01%013F-HRTimeline
Lavaca Capital LLC100$11.7K<0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$11.7K<0.01%013F-HR/ATimeline
Graney & King, LLC100$11.7K0.01%013F-HRTimeline
EFG International AGin group EFG International AG100$11.7K<0.01%13F-HRTimelineGroup
Atomic Invest LLC95$11.2K0.01%13F-HRTimeline
Beutel, Goodman & Co Ltd.100$11K<0.01%013F-HRTimeline
Guinness Atkinson Asset Management Inc93$10.9K0.01%new13F-HR/ATimeline
Compass Financial Services Inc93$10.9K<0.01%013F-HRTimeline
MASECO LLP93$10.9K<0.01%-17313F-HRTimeline
ENTRUST FINANCIAL LLC91$10.7K0.01%13F-HRTimeline
Davis Capital Management91$10.7K0.01%-513F-HRTimeline
WestEnd Advisors, LLC89$10.4K<0.01%-113F-HRTimeline
Rachor Investment Advisory Services, LLC87$10.2K0.01%13F-HRTimeline
Wilkerson Advisory Group LLC86$10.1K<0.01%13F-HRTimeline
Davidson Capital Management Inc.79$9.26K<0.01%new13F-HRTimeline
Birchwood Financial Partners, Inc.78$9.11K0.01%13F-HRTimeline
USAdvisors Wealth Management, LLC10,000$9K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC75$8.79K<0.01%013F-HRTimeline
Aspect Partners, LLC73$8.56K<0.01%+1013F-HRTimeline
RHL GROUP, LLC72$8.44K0.01%13F-HRTimeline
Investors Portfolio Services LLC70$8.18K0.01%13F-HRTimeline
Vision Retirement, LLC68$8.01K<0.01%13F-HRTimeline
Seneschal Advisors, LLC65$7.62K0.01%013F-HRTimeline
MRP Capital Investments, LLC63$7.38K0.01%013F-HRTimeline
Activest Wealth Management63$7.38K<0.01%-15913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…66$7K<0.01%013F-HRTimelineGroup
Legacy Bridge, LLC56$6.56K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.56$6.56K<0.01%+5013F-HRTimeline
Stone House Investment Management, LLC55$6.45K<0.01%+413F-HRTimeline
Transce3nd, LLC50$6.01K0.05%-213F-HRTimeline
Granite FO LLC50$5.86K<0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.50$5.86K<0.01%013F-HRTimeline
Clark Wealth Partners50$5.86K<0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.47$5.7K0.01%13F-HRTimeline
Bay Harbor Wealth Management, LLC48$5.63K<0.01%+1513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.44$5.16K<0.01%013F-HRTimeline
PayPay Securities Corp43$5.04K0.15%+913F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.42$5.02K<0.01%+3713F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV45$5K<0.01%-4713F-HRTimeline
Clean Yield Group42$4.92K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC42$4.92K<0.01%+2613F-HRTimeline
Carolina Wealth Advisors, LLC40$4.69K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC40$4.69K<0.01%+413F-HRTimeline
DecisionPoint Financial, LLC39$4.57K<0.01%+2513F-HRTimeline
O'Domhnaill Enterprises, Inc.38$4.45K<0.01%13F-HRTimeline
HighMark Wealth Management LLC37$4.34K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.36$4K<0.01%13F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.34$3.98K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC32$3.75K<0.01%-92713F-HRTimeline
Networth Advisors, LLC31$3.63K<0.01%13F-HRTimeline
Team Financial Group, LLC31$3.59K<0.01%+113F-HRTimeline
Inlight Wealth Management, LLC30$3.52K<0.01%013F-HRTimeline
JDM Financial Group LLC30$3.52K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.26$3.05K<0.01%-3013F-HRTimeline
Clayton Financial Group LLC26$3.05K<0.01%new13F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …23$3K<0.01%013F-HRTimelineGroup
WINNACLE WEALTH LLC25$2.95K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC25$2.93K<0.01%013F-HRTimeline
Fairway Wealth LLC25$2.93K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC24$2.81K<0.01%-313F-HRTimeline
1015 Capital Partners, LLC22$2.58K<0.01%13F-HRTimeline
Strengthening Families & Communities, L…18$2.12K<0.01%+513F-HRTimeline
CURIO WEALTH, LLC17$2K<0.01%new13F-HRTimeline
Osbon Capital Management LLC16$1.88K<0.01%13F-HRTimeline
Mountain Hill Investment Partners Corp.16$1.82K<0.01%+113F-HRTimeline
Merited Wealth, LLC15$1.76K<0.01%13F-HRTimeline
Valued Wealth Advisors LLC12$1.45K<0.01%+213F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT10$1.17K<0.01%013F-HRTimeline
Strive Financial Group ,LLC10$1.17K<0.01%13F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.7$820<0.01%13F-HRTimeline
Gunpowder Capital Management, LLC dba O…7$820<0.01%13F-HRTimeline
Quattro Advisors LLC6$712<0.01%13F-HRTimeline
Atlantic Private Wealth, LLC5$591<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC5$587<0.01%-213F-HRTimeline
VESTOR CAPITAL, LLC51,829$1620.02%+50,44413F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI1$118<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC1$117<0.01%new13F-HRTimeline
Reflection Asset Management0$1<0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,841$676+82213F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.