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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
JDM Financial Group LLC30$3.93K<0.01%013F-HRTimeline
Intentional Wealth Strategies, LLC28$3.67K<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.26$3.4K<0.01%013F-HRTimeline
Clayton Financial Group LLC26$3.4K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC24$3.14K<0.01%new13F-HRTimelineGroup
1015 Capital Partners, LLC24$3.14K<0.01%+213F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …23$3K<0.01%013F-HRTimelineGroup
Quaker Wealth Management, LLC22$2.88K<0.01%-2013F-HRTimeline
Operose Advisors LLC22$2.88K<0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.21$2.75K<0.01%+1413F-HRTimeline
Torren Management, LLC19$2.49K<0.01%-79513F-HRTimeline
Osbon Capital Management LLC16$2.1K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.16$2.05K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC15$1.96K<0.01%-1013F-HRTimeline
CURIO WEALTH, LLC15$1.96K<0.01%-213F-HRTimeline
DecisionPoint Financial, LLC14$1.83K<0.01%-2513F-HRTimeline
Napier Financial, LLC13$1.7K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…12$1.57K<0.01%-36713F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT10$1.31K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC9$1.18K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…8$1.06K<0.01%-1013F-HRTimeline
Breakwater Investment Management8$1.05K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC10$1K<0.01%013F-HRTimeline
Phillip James Consulting Co.7$1K<0.01%new13F-HRTimeline
HFM Investment Advisors, LLC7$917<0.01%+213F-HRTimeline
Nvest Wealth Strategies, Inc.4$524<0.01%new13F-HRTimeline
3 FACTOR INDEXING, LLC4$524<0.01%13F-HRTimeline
Retirement Wealth Solutions LLC1$131<0.01%new13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd2,031$840+19013F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.