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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,152 managers (2,192 13F filers) reported a position in DUK shares at 2024-12-31, 510,792,468 shares in all. 106 filers opened a position and 117 filers sold out during the quarter.

Managers
2,152
13F filers
2,192
New
106
Added
889
Reduced
724
Sold out
117
Shares held by filers
510,792,468

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
MERCER GLOBAL ADVISORS INC /ADV188,483$20.3M0.05%+30,44113F-HRTimeline
CapWealth Advisors, LLC188,038$20.3M2.23%+1,90313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.183,192$19.7M0.2%+50,63013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding182,565$19.7M-3,834Timeline
Calamos Advisors LLCgroup of 2 filers holding179,496$19.3M+359Timeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.177,541$19.1M0.1%-8,39013F-HRTimelineGroup
NorthCrest Asset Manangement, LLC175,155$18.9M0.57%+1,17313F-HR/ATimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …174,004$18.7M0.04%13F-HRTimelineGroup
BOKF, NAin group BOKF, NA172,366$18.2M0.31%-6,61013F-HRTimelineGroup
Czech National Bank167,490$18M0.17%+10,24613F-HRTimeline
Retirement Systems of Alabama167,250$18M0.07%-1,69913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC167,140$18M1.33%-86813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …161,028$17.3M0.27%+59413F-HRTimelineGroup
FINANCIAL COUNSELORS INC159,070$17.1M0.25%-94113F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…157,691$17M0.47%-13,00013F-HRTimelineGroup
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…156,597$16.9M0.1%+88,42513F-HRTimelineGroup
Engineers Gate Manager LP155,519$16.8M0.29%+148,82713F-HRTimeline
Orion Porfolio Solutions, LLC153,264$16.5M0.16%+1,94113F-HRTimeline
Orion Portfolio Solutions, LLC153,264$16.5M0.16%+1,94113F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC153,033$16.5M0.06%-127,79513F-HRTimeline
Cubist Systematic Strategies, LLC151,663$16.3M0.27%+94,09013F-HRTimeline
NewEdge Advisors, LLC151,640$16.3M0.1%+13,22813F-HRTimeline
Clarity Financial LLC151,548$16.3M1.95%-29,95813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…151,611$16.3M0.04%-15,20513F-HRTimelineGroup
AMALGAMATED BANK151,211$16.3M0.13%-3,46713F-HRTimeline
Canal Insurance CO150,166$16.2M4.21%013F-HRTimeline
Laurel Wealth Advisors LLC148,703$16M2.5%+68,97713F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …147,877$15.9M0.09%+19,09513F-HRTimeline
EDGAR LOMAX CO/VA145,356$15.7M1.01%-2,82513F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN144,362$15.6M0.1%-4,91313F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding145,100$15.6M-5,010Timeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…143,777$15.5M0.03%-17,79713F-HRTimelineGroup
CWA Asset Management Group, LLC143,451$15.5M0.78%-6,63313F-HRTimeline
ARS Wealth Advisors Group, LLC138,908$15M2.06%+40613F-HRTimeline
SYNOVUS FINANCIAL CORP138,668$14.9M0.19%-10,10613F-HRTimeline
Beck Bode, LLC138,639$14.9M2.73%+15,88813F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.137,527$14.8M0.15%+48,77813F-HRTimeline
Ilmarinen Mutual Pension Insurance Co137,000$14.8M0.13%+17,00013F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO136,140$14.7M0.58%-4,87013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.135,849$14.6M1.01%+1,11313F-HRTimelineGroup
South Dakota Investment Council135,586$14.6M0.29%013F-HRTimeline
&PARTNERS135,406$14.6M0.18%+61,00313F-HRTimeline
Independent Advisor Alliance133,868$14.4M0.19%+16,07013F-HRTimeline
Man Group plcin group Man Group plc132,925$14.3M0.04%-309,19213F-HRTimelineGroup
Aptus Capital Advisors, LLC132,768$14.3M0.17%+26,23713F-HRTimeline
ProShare Advisors LLC131,950$14.2M0.03%+29,38013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS131,745$14.2M0.05%-428,44413F-HRTimeline
Utah Retirement Systems127,786$13.8M0.15%+20013F-HRTimeline
Guardian Partners Inc.125,036$13.5M1.38%13F-HRTimeline
BECK MACK & OLIVER LLC125,299$13.5M0.25%+1,40013F-HRTimeline
CIBC WORLD MARKETS CORP121,859$13.1M0.08%+17,08813F-HRTimeline
Vestcor Inc120,784$13M0.43%+1,36013F-HRTimeline
Pinnacle Financial Partners Inc115,974$12.9M0.26%+60713F-HRTimeline
FIL Ltdin group FIL Ltd119,917$12.9M0.01%-34,21813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC119,758$12.9M0.15%+5,16613F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC117,456$12.7M0.14%-1,53113F-HRTimeline
HENNESSY ADVISORS INC117,387$12.6M0.38%+3,10013F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …117,100$12.6M0.44%+67,57013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management116,998$12.6M0.18%-2,22913F-HRTimelineGroup
Steward Partners Investment Advisory, L…116,348$12.5M0.11%+29,28113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC115,075$12.4M0.11%+13,24813F-HRTimeline
Stonebridge Capital Advisors LLC114,184$12.3M0.99%+1,34613F-HRTimeline
Police & Firemen's Retirement System of…112,321$12.1M0.12%13F-HRTimeline
Willis Investment Counsel111,430$12M0.79%+2313F-HRTimeline
Greenland Capital Management LP111,242$12M2.39%new13F-HRTimeline
XPONANCE LLC110,162$11.9M0.11%+4,27813F-HRTimeline
RWA WEALTH PARTNERS, LLC106,136$11.4M0.14%+55,92113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.104,385$11.2M0.07%+6,70513F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…103,568$11.2M0.11%+1,00613F-HRTimelineGroup
Wealthfront Advisers LLC103,086$11.1M0.03%+15,48413F-HR/ATimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …102,951$11.1M1.43%new13F-HRTimelineGroup
FineMark National Bank & Trust102,795$11.1M0.39%+4713F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.102,505$11M0.05%-8,92413F-HRTimelineGroup
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…102,473$11M0.04%-3,50413F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…102,284$11M0.11%+4,10213F-HRTimelineGroup
Canada Post Corp Registered Pension Plan101,825$11M0.65%13F-HRTimeline
New Age Alpha Advisors, LLC101,689$11M0.44%+101,32713F-HR/ATimeline
Atria Wealth Solutions, Inc.101,582$10.9M0.12%+11,15413F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD100,788$10.9M0.05%-9,11413F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC99,421$10.7M0.07%+84,81613F-HRTimeline
Janney Capital Management LLC98,257$10.6M0.7%-1,72513F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson97,906$10.5M0.01%+97013F-HRTimelineGroup
Bogart Wealth, LLC96,031$10.3M0.49%+1,11713F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…95,510$10.3M0.1%+84,92413F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…94,893$10.2M0.25%+68,75913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC94,628$10.2M0.05%+1,62013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…94,516$10.2M0.04%+1,35713F-HRTimelineGroup
River Road Asset Management, LLC94,284$10.2M0.14%-18,31213F-HRTimeline
Allworth Financial LP92,881$10.1M0.06%+73,06613F-HRTimeline
BLAIR WILLIAM & CO/IL93,534$10.1M0.03%-17313F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…92,527$9.97M0.11%-2,52313F-HRTimelineGroup
BCWM, LLC91,100$9.82M3.5%13F-HRTimeline
Azimuth Capital Investment Management L…90,508$9.75M0.38%+2,34713F-HRTimeline
Oak Grove Capital LLC89,740$9.67M1.94%+49,02013F-HRTimeline
Linscomb Wealth, Inc.88,911$9.58M0.48%+2,39013F-HRTimeline
iA Global Asset Management Inc.88,527$9.54M0.17%+65,87513F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A88,339$9.52M0.03%+59,36913F-HRTimelineGroup
State of Alaska, Department of Revenue88,110$9.49M0.11%-1,57513F-HRTimeline
Biondo Investment Advisors, LLC88,099$9.49M1.31%+1,74113F-HRTimeline
LOWE BROCKENBROUGH & CO INC87,755$9.45M0.61%+4013F-HRTimeline
Rafferty Asset Management, LLC86,729$9.34M0.03%-2,22613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP86,465$9.32M0.87%+1,43413F-HRTimelineGroup
Strategic Wealth Investment Group, LLC86,426$9.31M1.03%+4,98013F-HR/ATimeline
Bell Bank84,526$9.11M0.68%+10,43913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC83,734$9.02M0.07%+413F-HRTimelineGroup
CCM INVESTMENT ADVISERS LLC83,610$9.01M1%+16,35613F-HRTimeline
ROMANO BROTHERS AND COMPANY83,040$8.95M1.13%-47713F-HRTimeline
Pacer Advisors, Inc.81,334$8.76M0.02%-12,04213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO81,333$8.76M0.16%-8,82213F-HRTimeline
Anchor Investment Management, LLC81,251$8.75M0.82%-113F-HRTimeline
Investment Management Corp of Ontario79,989$8.62M0.28%+54,41313F-HRTimeline
Gotham Asset Management, LLC78,790$8.49M0.08%-8,33613F-HRTimeline
CIBC WORLD MARKET INC.78,308$8.44M0.02%-11,58613F-HRTimeline
Capital Investment Advisory Services, L…77,656$8.37M0.81%+3,13613F-HRTimeline
Alley Investment Management Company, LLC76,477$8.24M1.04%+20,41413F-HRTimeline
ADVOCATE GROUP LLC75,968$8.18M1.54%-9,11013F-HRTimeline
Private Advisor Group, LLC75,922$8.18M0.05%-48313F-HRTimeline
MEYER HANDELMAN CO75,577$8.14M0.28%-1,69313F-HRTimeline
Florida Trust Wealth Management Co75,566$8.14M0.26%-2,51613F-HRTimeline
CHURCHILL MANAGEMENT Corp75,187$8.1M0.09%+2,60113F-HRTimeline
CAMDEN NATIONAL BANK74,730$8.05M1.2%-51813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HRT FINANCIAL LP73,559$7.92M0.04%new13F-HRTimeline
MIZUHO SECURITIES USA LLC73,214$7.89M0.14%+23,15413F-HRTimeline
Quantinno Capital Management LP72,231$7.78M0.08%+26,84513F-HRTimeline
Reliant Investment Partners, LLC70,672$7.61M6.75%13F-HRTimeline
Elo Mutual Pension Insurance Co70,470$7.59M0.16%new13F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding70,246$7.57M-1,961Timeline
WINDWARD CAPITAL MANAGEMENT CO /CA70,056$7.55M0.58%-58813F-HRTimeline
Strategic Wealth Partners, Ltd.65,977$7.52M0.62%+15,40213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC69,529$7.49M0.11%+27,83713F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC69,260$7.46M0.04%+713F-HRTimelineGroup
Kentucky Retirement Systemsgroup of 2 filers holding78,052$7.44M+1,413Timeline
HB Wealth Management, LLC68,721$7.4M0.08%+2,78413F-HRTimeline
B. Riley Wealth Advisors, Inc.68,370$7.37M0.24%-3,29913F-HRTimeline
Strategic Advisors LLC68,020$7.33M1.33%+1,68013F-HRTimeline
Waverly Advisors, LLC67,854$7.31M0.11%+7,33413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding66,900$7.21M+33,013Timeline
Prospera Financial Services Inc66,786$7.2M0.17%+4,83513F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC66,265$7.14M1.22%-9,41513F-HRTimeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND66,231$7.14M0.13%+4813F-HRTimeline
PHILADELPHIA TRUST CO66,186$7.13M0.52%-9,96013F-HRTimeline
Advisory Services Network, LLC66,008$7.11M0.13%+10,80913F-HRTimeline
Sone Capital Management, LLC65,550$7.06M0.89%13F-HRTimeline
NewSquare Capital LLC66,388$7.05M0.56%-35113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…65,193$7.02M0.22%+3,22513F-HRTimelineGroup
one8zero8, LLC65,165$7.02M1.51%13F-HRTimeline
BCM ADVISORS, LLC60,366$6.87M1.54%+4613F-HRTimeline
PATTEN & PATTEN INC/TN63,606$6.85M0.45%-1,22913F-HRTimeline
Alaska Permanent Fund Corp63,385$6.83M0.1%013F-HRTimeline
Kessler Investment Group, LLC62,808$6.77M3.21%+22313F-HRTimeline
KBC Group NVin group KBC Group NV62,674$6.75M0.02%+4,13113F-HRTimelineGroup
Welch & Forbes LLC62,455$6.73M0.09%-33513F-HRTimeline
WEXFORD CAPITAL LP62,370$6.72M1.72%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC62,259$6.71M0.07%+20,44213F-HRTimelineGroup
Zions Bancorporation, N.A.62,225$6.7M0.42%+6,65713F-HRTimeline
Gulf International Bank (UK) Ltd61,570$6.63M0.17%-71613F-HRTimeline
First PREMIER Bank61,570$6.63M1.69%-50513F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC61,197$6.59M0.43%+7,34713F-HRTimelineGroup
GLOBALT Investments LLC / GA60,822$6.55M0.25%-81813F-HRTimeline
WESBANCO BANK INC60,608$6.53M0.22%-1,97713F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…60,431$6.51M0.93%-1,44613F-HRTimelineGroup
Oak Harvest Investment Services60,346$6.5M0.91%-53,98913F-HRTimeline
Washington Trust Bank60,292$6.5M0.62%-93713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN ADVISORY INCin group BROWN ADVISORY INC58,592$6.31M0.01%+1,62013F-HRTimelineGroup
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC58,431$6.3M2.53%-6,20213F-HRTimeline
Pathway Financial Advisers, LLC58,303$6.28M2.1%-6,719,67013F-HRTimeline
Metis Global Partners, LLC57,899$6.24M0.19%+2,68513F-HRTimeline
Sterling Capital Management LLC57,732$6.22M0.09%+4,21313F-HRTimeline
Capital Investment Advisors, LLC57,541$6.2M0.13%+22213F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…57,211$6.16M0.05%-85,78313F-HRTimeline
GQG Partners LLC57,005$6.14M0.01%-4,336,65913F-HRTimeline
GF FUND MANAGEMENT CO. LTD.56,597$6.1M0.13%13F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI56,523$6.09M0.15%+2,03813F-HRTimeline
Entropy Technologies, LP56,437$6.08M0.63%new13F-HRTimeline
Resolution Capital Ltd55,740$6.01M0.11%+6,38813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI55,094$5.94M0.32%+49,50613F-HRTimeline
Atria Investments, Inc55,026$5.93M0.07%-44413F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.54,406$5.86M1.08%new13F-HRTimeline
Founders Financial Alliance, LLC54,248$5.84M1.61%-2,34913F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co53,546$5.77M0.01%+2,13213F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC53,328$5.75M0.12%+2,16413F-HRTimeline
Estabrook Capital Management53,241$5.74M0.88%-26713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…53,207$5.73M0.11%-2,79713F-HRTimelineGroup
WASATCH ADVISORS LP53,176$5.73M0.03%-3,00013F-HRTimeline
Geneos Wealth Management Inc.53,087$5.72M0.2%-1,03213F-HRTimeline
ProVise Management Group, LLC52,936$5.7M0.49%-3,51713F-HRTimeline
Argent Trust Co52,625$5.67M0.23%+3,10613F-HRTimeline
Calydon Capital52,388$5.64M1.11%+72013F-HRTimeline
UniSuper Management Pty Ltd52,330$5.64M0.04%-5,92913F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P52,275$5.63M0.01%-11,67913F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC52,097$5.61M0.46%+2,70513F-HRTimeline
Beacon Pointe Advisors, LLC51,843$5.59M0.06%+6,54213F-HRTimeline
FARMERS TRUST CO51,794$5.58M1.04%-87413F-HRTimeline
Smith Salley Wealth Management51,525$5.55M0.36%-51613F-HRTimeline
Moors & Cabot, Inc.51,252$5.52M0.26%+1,80813F-HRTimeline
Union Bancaire Privee, UBP SA50,709$5.46M0.1%13F-HR/ATimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …50,205$5.41M0.43%+82213F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…50,185$5.4M0.04%-121,79013F-HRTimelineGroup
Family Legacy, Inc.49,774$5.39M1.83%+27213F-HRTimeline
Crestline Management, L.P.50,000$5.39M0.19%new13F-HRTimeline