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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,220 managers (2,259 13F filers) reported a position in DUK shares at 2025-03-31, 526,663,288 shares in all. 205 filers opened a position and 120 filers sold out during the quarter.

Managers
2,220
13F filers
2,259
New
205
Added
929
Reduced
776
Sold out
120
Shares held by filers
526,663,288

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …175,553$21.4M0.04%+1,54913F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.174,979$21.3M0.09%+72,47413F-HRTimelineGroup
Corebridge Financial, Inc.in group Corebridge Financial, Inc.173,075$21.1M0.12%-4,46613F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC172,733$21.1M1.52%+5,59313F-HRTimeline
Verition Fund Management LLC171,393$20.9M0.12%-693,82313F-HRTimeline
IFM Investors Pty Ltd169,826$20.7M0.22%-47,63413F-HR/ATimeline
Steward Partners Investment Advisory, L…169,557$20.7M0.18%+53,20913F-HRTimeline
Retirement Systems of Alabama166,754$20.3M0.08%-49613F-HRTimeline
Clarity Financial LLC165,187$20.1M2.32%+13,63913F-HRTimeline
Sone Capital Management, LLC165,090$20.1M2.07%+99,54013F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO162,610$19.8M0.81%+26,47013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich162,376$19.6M0.06%+140,07613F-HR/ATimeline
iA Global Asset Management Inc.160,664$19.6M0.34%+72,13713F-HRTimeline
NewEdge Advisors, LLC160,351$19.6M0.12%+8,71113F-HRTimeline
Aptus Capital Advisors, LLC158,998$19.4M0.22%+26,23013F-HRTimeline
Orion Porfolio Solutions, LLC157,534$19.2M0.19%+4,27013F-HRTimeline
Orion Portfolio Solutions, LLC157,534$19.2M0.19%+4,27013F-HR/ATimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding156,595$19.1M+11,495Timeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…155,482$19M0.55%-2,20913F-HRTimelineGroup
Laurel Wealth Advisors LLC153,406$18.7M2.93%+4,70313F-HRTimeline
AMALGAMATED BANK153,039$18.7M0.16%+1,82813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC151,194$18.4M0.13%+51,77313F-HRTimeline
Canal Insurance CO150,166$18.3M4.33%013F-HRTimeline
CIBC WORLD MARKET INC.149,371$18.2M0.04%+71,06313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.156,644$18.2M0.04%-224,57913F-HRTimelineGroup
NISSAY ASSET MANAGEMENT CORP /JAPAN148,826$18.2M0.12%+4,46413F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …147,732$18M0.11%-14513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC147,699$18M0.04%-369,28913F-HR/ATimelineGroup
&PARTNERS149,325$17.8M0.19%+13,91913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC144,103$17.6M0.14%+29,02813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC141,150$17.2M0.02%-829,39813F-HRTimelineGroup
SYNOVUS FINANCIAL CORP140,940$17.2M0.22%+2,27213F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…140,266$17.1M0.11%-16,33113F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co140,000$17.1M0.15%+3,00013F-HRTimeline
ARS Wealth Advisors Group, LLC138,809$16.9M2.39%-9913F-HRTimeline
CWA Asset Management Group, LLC135,710$16.6M0.79%-7,74113F-HRTimeline
South Dakota Investment Council135,586$16.5M0.34%013F-HRTimeline
Independent Advisor Alliance135,059$16.5M0.54%+1,19113F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC134,626$16.4M0.25%+126,62113F-HR/ATimelineGroup
Wealthfront Advisers LLC132,966$16.2M0.04%+29,88013F-HRTimeline
Willis Investment Counsel132,232$16.1M1.08%+20,80213F-HRTimeline
Quantinno Capital Management LP130,729$15.9M0.1%+58,49813F-HRTimeline
FINANCIAL COUNSELORS INC129,736$15.8M0.24%-29,33413F-HRTimeline
Utah Retirement Systems127,786$15.6M0.18%013F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…127,598$15.6M0.03%-16,17913F-HRTimelineGroup
BECK MACK & OLIVER LLC126,365$15.4M0.31%+1,06613F-HRTimeline
Guardian Partners Inc.125,009$15.2M1.57%-2713F-HRTimeline
USS Investment Management Ltd124,291$15.2M0.11%-90,40013F-HRTimeline
TOWNSQUARE CAPITAL LLC123,379$15M0.16%+3,62113F-HRTimeline
ProShare Advisors LLC122,150$14.9M0.03%-9,80013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management121,572$14.8M0.21%+4,57413F-HRTimelineGroup
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.120,847$14.7M1.07%-15,00213F-HRTimelineGroup
SIR Capital Management, L.P.120,200$14.7M1.29%new13F-HRTimeline
Gotham Asset Management, LLC119,110$14.5M0.12%+40,32013F-HRTimeline
Pinnacle Financial Partners Inc127,419$14.5M0.29%+11,44513F-HRTimeline
INTACT INVESTMENT MANAGEMENT INC.in group INTACT INVESTMENT MANAGEMENT …117,100$14.3M0.49%013F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC116,110$14.2M0.16%-1,34613F-HRTimeline
CAPITAL FUND MANAGEMENT S.A.115,976$14.1M0.18%-21,55113F-HRTimeline
Stonebridge Capital Advisors LLC115,911$14.1M1.15%+1,72713F-HRTimeline
Vestcor Inc115,438$14.1M0.47%-5,34613F-HRTimeline
Police & Firemen's Retirement System of…112,321$13.7M0.14%013F-HRTimeline
XPONANCE LLC112,051$13.7M0.13%+1,88913F-HRTimeline
HENNESSY ADVISORS INC111,887$13.6M0.45%-5,50013F-HRTimeline
Sumitomo Mitsui DS Asset Management Com…in group SUMITOMO MITSUI FINANCIAL GRO…107,675$13.1M0.13%+5,39113F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.107,593$13.1M0.08%+3,20813F-HRTimeline
Geneos Wealth Management Inc.106,061$12.9M0.19%+52,97413F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson106,641$12.7M0.01%+8,73513F-HRTimelineGroup
Investment Management Corp of Ontario104,227$12.7M0.26%+24,23813F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…103,714$12.6M0.13%+14613F-HRTimelineGroup
KETTLE HILL CAPITAL MANAGEMENT, LLC102,921$12.6M3.45%new13F-HRTimeline
FineMark National Bank & Trust102,880$12.5M0.46%+8513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…102,315$12.5M0.05%-15813F-HRTimeline
Allworth Financial LP102,965$12.4M0.07%+10,08413F-HRTimeline
RWA WEALTH PARTNERS, LLC101,134$12.3M0.16%-5,00213F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC101,116$12.3M0.05%+6,48813F-HRTimelineGroup
Bogart Wealth, LLC98,975$12.1M0.57%+2,94413F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD98,163$12M0.06%-2,62513F-HRTimelineGroup
CCM INVESTMENT ADVISERS LLC97,697$11.9M1.46%+14,08713F-HRTimeline
LOWE BROCKENBROUGH & CO INC97,091$11.8M0.78%+9,33613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.96,646$11.8M0.2%+94,20213F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …142,176$11.7M0.03%-426,69713F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…94,879$11.6M0.05%+36313F-HRTimelineGroup
Employees Retirement System of Texas94,338$11.5M0.1%new13F-HRTimeline
Greenland Capital Management LP94,260$11.5M1.97%-16,98213F-HRTimeline
J.W. COLE ADVISORS, INC.93,930$11.5M0.36%+57,04413F-HRTimeline
VIRGINIA RETIREMENT SYSTEMS ET Al93,900$11.5M0.09%13F-HRTimeline
CIBC WORLD MARKETS CORP93,441$11.4M0.09%-28,41813F-HRTimeline
Janney Capital Management LLC93,263$11.4M0.78%-4,99413F-HRTimeline
Azimuth Capital Investment Management L…92,864$11.3M0.45%+2,35613F-HRTimeline
Atria Wealth Solutions, Inc.92,104$11.2M0.14%-9,47813F-HRTimeline
BCWM, LLC91,268$11.1M3.87%+16813F-HRTimeline
BLAIR WILLIAM & CO/IL91,188$11.1M0.03%-2,34613F-HRTimeline
State of Alaska, Department of Revenue90,915$11.1M0.13%+2,80513F-HRTimeline
Biondo Investment Advisors, LLC90,613$11.1M1.57%+2,51413F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…90,226$11M0.13%-2,30113F-HR/ATimelineGroup
Linscomb Wealth, Inc.89,931$11M0.55%+1,02013F-HRTimeline
River Road Asset Management, LLC89,630$10.9M0.15%-4,65413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO88,382$10.8M0.27%+7,04913F-HRTimeline
Bell Bank87,629$10.7M0.58%+3,10313F-HRTimeline
New Age Alpha Advisors, LLC87,477$10.7M0.48%-14,21213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP85,655$10.4M1%-81013F-HRTimelineGroup
Anchor Investment Management, LLC81,521$9.94M0.93%+27013F-HRTimeline
Oak Grove Capital LLC79,990$9.76M2.33%-9,75013F-HRTimeline
Capital Investment Advisory Services, L…79,401$9.68M0.87%+1,74513F-HRTimeline
ROMANO BROTHERS AND COMPANY79,394$9.68M1.25%-3,64613F-HRTimeline
Alley Investment Management Company, LLC77,067$9.4M1.18%+59013F-HRTimeline
Waverly Advisors, LLC76,509$9.33M0.11%+8,65513F-HRTimeline
CHURCHILL MANAGEMENT Corp75,234$9.18M0.12%+4713F-HRTimeline
Kentucky Retirement Systemsgroup of 2 filers holding75,139$9.16M-2,913Timeline
WESBANCO BANK INC74,769$9.12M0.32%+14,16113F-HRTimeline
Private Advisor Group, LLC74,707$9.11M0.06%-1,21513F-HRTimeline
Florida Trust Wealth Management Co73,993$9.02M0.29%-1,57313F-HRTimeline
CAMDEN NATIONAL BANK73,049$8.91M1.32%-1,68113F-HRTimeline
HB Wealth Management, LLC72,807$8.88M0.07%+4,08613F-HRTimeline
ADVOCATE GROUP LLC72,734$8.87M1.62%-3,23413F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC71,565$8.73M1.42%+5,30013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P71,234$8.69M0.01%+18,95913F-HRTimelineGroup
SummitTX Capital, L.P.71,135$8.68M0.38%13F-HRTimeline
MEYER HANDELMAN CO70,572$8.61M0.3%-5,00513F-HRTimeline
Rafferty Asset Management, LLC69,829$8.52M0.04%-16,90013F-HRTimeline
Rakuten Investment Management, Inc.70,830$8.46M0.04%13F-HRTimeline
WINDWARD CAPITAL MANAGEMENT CO /CA69,291$8.45M0.73%-76513F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA69,219$8.44M0.05%+21,43913F-HRTimelineGroup
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…69,014$8.42M0.09%+40,08913F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.68,998$8.42M0.26%+62813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…68,488$8.35M0.01%-342,09813F-HRTimelineGroup
SG Americas Securities, LLC68,259$8.33M0.03%+31,19613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding68,126$8.31M-2,120Timeline
Strategic Advisors LLC67,991$8.29M1.6%-2913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding67,729$8.26M+829Timeline
OREGON PUBLIC EMPLOYEES RETIREMENT FUND66,671$8.13M0.16%+44013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…66,393$8.1M0.26%+1,20013F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC65,780$8.02M0.5%+4,58313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC65,592$8M0.1%+3,33313F-HRTimelineGroup
Woodline Partners LP65,560$8M0.05%+19,16913F-HRTimeline
Metis Global Partners, LLC65,420$7.98M0.22%+7,52113F-HRTimeline
NewSquare Capital LLC66,044$7.94M0.65%-34413F-HRTimeline
Reliant Investment Partners, LLC65,095$7.94M8.09%-5,57713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…64,646$7.88M0.5%13F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI64,222$7.83M0.18%+7,69913F-HRTimeline
First PREMIER Bank63,601$7.76M1.97%+2,03113F-HRTimeline
Alaska Permanent Fund Corp63,385$7.73M0.11%013F-HRTimeline
PATTEN & PATTEN INC/TN63,112$7.7M0.52%-49413F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…62,900$7.67M0.07%new13F-HRTimelineGroup
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …62,567$7.63M0.01%-368,09713F-HRTimelineGroup
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…62,566$7.63M0.06%+12,38113F-HRTimelineGroup
Prospera Financial Services Inc62,510$7.63M0.18%-4,27613F-HRTimeline
MIZUHO SECURITIES USA LLC62,134$7.58M0.16%-11,08013F-HRTimeline
Washington Trust Bank61,950$7.56M0.76%+1,65813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GLOBALT Investments LLC / GA61,257$7.47M0.31%+43513F-HRTimeline
Welch & Forbes LLC61,070$7.45M0.1%-1,38513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding60,926$7.43M+28,828Timeline
Oak Harvest Investment Services60,627$7.39M1.03%+28113F-HRTimeline
BCM ADVISORS, LLC60,366$7.34M1.66%013F-HRTimeline
Resolution Capital Ltd59,995$7.32M0.14%+4,25513F-HRTimeline
Edgestream Partners, L.P.59,769$7.29M0.25%+56,52413F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…59,643$7.28M0.07%+2,43213F-HRTimeline
KBC Group NVin group KBC Group NV59,606$7.27M0.02%-3,06813F-HRTimelineGroup
Capital Investment Advisors, LLC58,917$7.19M0.14%+1,37613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC58,537$7.14M0.06%-25,19713F-HR/ATimelineGroup
GF FUND MANAGEMENT CO. LTD.58,099$7.09M0.17%+1,50213F-HRTimeline
VAN LANSCHOT KEMPEN INVESTMENT MANAGEME…57,671$7.03M0.07%-37,83913F-HRTimeline
Pathway Financial Advisers, LLC57,522$7.02M2.4%-78113F-HRTimeline
AMJ Financial Wealth Management57,375$7M2.1%new13F-HRTimeline
NEOS Investment Management LLC57,079$6.96M0.13%+10,39513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC56,875$6.94M0.01%-1,71713F-HRTimelineGroup
Allianz SEgroup of 2 filers holding56,532$6.9M+39,342Timeline
Founders Financial Alliance, LLC55,515$6.77M1.64%+1,26713F-HRTimeline
Atria Investments, Inc55,240$6.74M0.09%+21413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI55,094$6.72M0.37%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC54,812$6.69M0.56%+2,71513F-HRTimeline
DEAN INVESTMENT ASSOCIATES, LLCin group DEAN INVESTMENT ASSOCIATES, L…54,742$6.68M0.99%-5,68913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC54,587$6.66M0.14%+1,25913F-HRTimeline
Calydon Capital54,310$6.62M1.23%+1,92213F-HRTimeline
UniSuper Management Pty Ltd54,124$6.6M0.05%+1,79413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…53,562$6.53M0.19%+35513F-HRTimelineGroup
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P53,352$6.51M0.82%+6,49713F-HRTimelineGroup
Union Bancaire Privee, UBP SA58,575$6.47M0.12%+7,86613F-HRTimeline
Estabrook Capital Management52,765$6.44M1.04%-47613F-HRTimeline
Advisory Services Network, LLC52,751$6.43M0.12%-13,25713F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC52,670$6.42M2.68%-5,76113F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co52,560$6.41M0.02%-98613F-HRTimelineGroup
ProVise Management Group, LLC52,537$6.41M0.54%-39913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC52,244$6.37M0.06%+7,76513F-HRTimeline
Beacon Pointe Advisors, LLC52,219$6.37M0.07%+37613F-HRTimeline
FARMERS TRUST CO52,013$6.34M1.19%+21913F-HRTimeline
Argent Trust Co51,969$6.34M0.26%-65613F-HRTimeline
Sterling Capital Management LLC51,913$6.33M0.1%-5,81913F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.51,776$6.32M1.28%-2,63013F-HRTimeline
Smith Salley Wealth Management51,757$6.31M0.41%+23213F-HRTimeline
Pacer Advisors, Inc.51,689$6.3M0.01%-29,64513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC51,629$6.3M0.17%+1,80813F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…51,354$6.26M0.29%+3,83713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP51,333$6.26M0.47%+2,92713F-HRTimeline
Moors & Cabot, Inc.51,264$6.25M0.32%+1213F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC50,917$6.21M0.03%-18,34313F-HRTimelineGroup
Clearstead Advisors, LLC50,865$6.2M0.1%+8,28313F-HRTimeline
Covington Investment Advisors Inc.50,823$6.2M0.96%+1,32513F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …50,496$6.16M0.8%-52,45513F-HRTimelineGroup
IEQ CAPITAL, LLC50,472$6.16M0.05%+16,87113F-HRTimeline