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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
Aventail Capital Group, LP50,000$5.39M0.28%013F-HRTimeline
CENTRAL TRUST Co49,971$5.38M0.13%+93713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC49,821$5.37M0.15%+4,27513F-HRTimeline
Eliot Finkel Investment Counsel, LLC49,764$5.36M3.41%-9013F-HRTimeline
Covington Investment Advisors Inc.49,498$5.33M0.8%-19013F-HR/ATimeline
Ellsworth Advisors, LLC49,418$5.32M1.4%new13F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.49,352$5.32M0.79%+1,35913F-HRTimeline
OneDigital Investment Advisors LLC49,062$5.29M0.06%-1,92813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP48,406$5.22M0.39%+58413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,880$5.16M0.01%-12,46213F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA47,780$5.15M0.03%-37,62413F-HRTimelineGroup
BENEDICT FINANCIAL ADVISORS INC47,730$5.14M1.25%+1,22913F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO47,596$5.13M0.17%-92013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…47,517$5.12M0.22%+2,28513F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P46,855$5.05M0.58%013F-HRTimelineGroup
Quadcap Wealth Management, LLC46,701$5.03M0.74%-18313F-HRTimeline
NEOS Investment Management LLC46,684$5.03M0.12%+11,20013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp46,648$5.03M0.33%-82913F-HRTimelineGroup
BEACON FINANCIAL GROUP46,644$5.03M0.54%-48213F-HRTimeline
First Horizon Advisors, Inc.46,578$5.02M0.14%+2,21313F-HRTimeline
Sigma Planning Corp46,515$5.01M0.16%-7,00813F-HRTimeline
Woodline Partners LP46,391$5M0.03%new13F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC46,242$4.98M1.2%-15813F-HR/ATimeline
WORLDQUANT MILLENNIUM ADVISORS LLC45,834$4.94M0.03%+18,82113F-HRTimeline
Alberta Investment Management Corp45,600$4.91M0.03%+2,30013F-HRTimeline
Jackson Hole Capital Partners, LLC45,353$4.89M0.99%+82913F-HRTimeline
Chicago Partners Investment Group LLC44,983$4.87M0.16%-1,32213F-HRTimeline
CHOREO, LLC44,771$4.82M0.07%-1,62613F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC44,602$4.81M0.27%-92013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC44,479$4.79M0.05%+2,20613F-HRTimeline
Tufton Capital Management44,228$4.77M0.9%+8213F-HRTimeline
Whitener Capital Management, Inc.44,187$4.76M1.33%+43013F-HRTimeline
Semmax Financial Advisors Inc.41,684$4.75M1.27%+87313F-HRTimeline
Schonfeld Strategic Advisors LLC43,880$4.73M0.03%+9,58813F-HRTimeline
Kingsview Wealth Management, LLC43,584$4.7M0.09%+5,61513F-HRTimeline
Red Door Wealth Management, LLC43,309$4.67M0.71%+3,25013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…42,791$4.61M0.04%+71913F-HRTimelineGroup
Teza Capital Management LLC42,680$4.6M0.7%new13F-HRTimeline
Clearstead Advisors, LLC42,582$4.59M0.07%+9713F-HRTimeline
Crossmark Global Holdings, Inc.42,444$4.57M0.08%-88713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,428$4.57M0.12%-3513F-HRTimelineGroup
CWM, LLCin group CWM, LLC41,998$4.53M0.02%-1,59613F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.41,994$4.52M0.02%+17913F-HRTimelineGroup
Global Wealth Management Investment Adv…41,931$4.52M0.93%+1,09313F-HRTimeline
Principle Wealth Partners LLC41,812$4.5M0.32%+5,89813F-HRTimeline
PROFUND ADVISORS LLC41,726$4.5M0.16%-4,84813F-HRTimeline
Quantitative Investment Management, LLC41,697$4.49M0.34%new13F-HRTimeline
TUDOR INVESTMENT CORP ET AL41,686$4.49M0.05%-51,05713F-HRTimeline
Louisiana State Employees Retirement Sy…41,600$4.48M0.08%-1,90013F-HRTimeline
Maryland State Retirement & Pension Sys…41,566$4.48M0.1%-2,93113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC41,517$4.47M0.13%-1,18013F-HRTimeline
Advisors Asset Management, Inc.41,504$4.47M0.08%+3,20113F-HR/ATimeline
Sky Investment Group LLC41,356$4.46M0.82%+1,99213F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding41,310$4.45M-323,102Timeline
Townsend & Associates, Inc40,021$4.43M0.45%-28213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.40,878$4.4M0.22%-51213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP40,861$4.4M0.06%+7913F-HRTimeline
HOLDERNESS INVESTMENTS CO40,811$4.4M0.97%+3113F-HRTimeline
Aull & Monroe Investment Management Corp40,803$4.4M2.24%-72713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP40,802$4.4M0.03%+1,28613F-HRTimelineGroup
NIXON PEABODY TRUST CO40,550$4.37M0.36%+88413F-HRTimeline
Stablepoint Partners, LLC40,104$4.32M0.79%+30413F-HRTimeline
AlphaStar Capital Management, LLC39,947$4.3M0.45%+6,63013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC39,787$4.29M0.14%-3,57313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Richard C. Young & CO., LTD.39,785$4.29M0.47%+3,31213F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.39,340$4.24M2.62%+33913F-HRTimeline
First Bank & Trust39,316$4.24M0.81%-3,70813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC38,948$4.2M0.18%+18813F-HR/ATimeline
MONECO ADVISORS, LLC38,944$4.2M0.44%+1,45113F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC38,262$4.12M0.01%+19,79213F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC38,219$4.12M0.06%013F-HRTimeline
Aquatic Capital Management LLC38,136$4.11M0.11%new13F-HRTimeline
Providence Capital Advisors, LLC37,984$4.09M0.83%+23913F-HRTimeline
STRATEGIC PLANNING GROUP, LLC37,793$4.07M0.75%+1,53013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC37,449$4.03M0.02%+8,96313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding37,440$4.03M-2,349Timeline
MAI Capital Management37,292$4.02M0.03%+13,31213F-HRTimeline
SG Americas Securities, LLC37,063$3.99M0.02%+20,36113F-HRTimeline
Seven Springs Wealth Group, LLC37,048$3.99M1.49%+1,89413F-HRTimeline
Occidental Asset Management, LLC36,965$3.98M0.62%+2,48013F-HRTimeline
J.W. COLE ADVISORS, INC.36,886$3.97M0.16%+5,74913F-HRTimeline
Bragg Financial Advisors, Inc36,871$3.97M0.16%-36213F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD36,760$3.96M0.13%-1,00013F-HRTimeline
Cornerstone Advisors, LLC36,700$3.95M0.16%+2,50013F-HRTimeline
SHELTON CAPITAL MANAGEMENT36,553$3.94M0.1%-1,10013F-HRTimeline
CAPITAL & PLANNING, LLC36,442$3.93M2.87%13F-HRTimeline
TWIN CAPITAL MANAGEMENT INC36,038$3.88M0.43%+2,76613F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.35,965$3.87M0.14%+49913F-HRTimelineGroup
Sequoia Financial Advisors, LLC35,755$3.85M0.04%+7,31913F-HR/ATimeline
Financiere des Professionnels - Fonds d…35,385$3.81M0.27%013F-HRTimeline
STOCK YARDS BANK & TRUST CO35,296$3.8M0.13%+21313F-HRTimeline
STRATEGY ASSET MANAGERS LLC35,181$3.79M0.74%+39013F-HRTimeline
Csenge Advisory Group34,974$3.77M0.2%+3,99313F-HRTimeline
PINNACLE ASSOCIATES LTD34,899$3.76M0.05%+6,66113F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC34,669$3.74M0.32%-30013F-HRTimeline
Pegasus Asset Management, Inc.34,559$3.72M1.4%+17813F-HRTimeline
IFG Advisory, LLC34,420$3.71M0.21%+24613F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)34,337$3.7M1.66%+14413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp34,251$3.69M0.21%+17413F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC33,916$3.65M0.15%+66813F-HRTimeline
Blue Trust, Inc.33,877$3.65M0.05%+13,01313F-HR/ATimeline
MORTON COMMUNITY BANK33,821$3.64M0.96%+57413F-HRTimeline
Simmons Bankin group Simmons Bank33,761$3.64M0.27%+1,26813F-HRTimelineGroup
Graham Capital Management, L.P.33,740$3.64M0.11%-41,69113F-HRTimeline
Drucker Wealth 3.0, LLC33,725$3.63M0.84%-84213F-HR/ATimeline
L & S Advisors Inc33,710$3.63M0.4%+13,61713F-HRTimeline
IEQ CAPITAL, LLC33,601$3.62M0.03%-19,61813F-HRTimeline
TrinityBridge Ltd33,397$3.6M0.1%013F-HRTimeline
Keene & Associates, Inc.33,270$3.58M2.88%+33313F-HRTimeline
Royal Fund Management, LLC32,782$3.58M0.39%+59313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,136$3.57M0.02%+2,22313F-HRTimelineGroup
Nepsis Inc.55,947$3.57M0.89%+39,81813F-HRTimeline
Merit Financial Group, LLC32,963$3.55M0.06%+3,31113F-HRTimeline
Goodman Advisory Group, LLC32,921$3.55M1.05%-4,76013F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…32,666$3.52M0.29%013F-HRTimelineGroup
Bahl & Gaynor LLC32,644$3.52M0.02%-1,50113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC32,623$3.51M0.7%+33913F-HRTimeline
Fulton Bank, N.A.32,621$3.51M0.14%-313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…32,606$3.51M0.14%+62813F-HRTimelineGroup
Caldwell Trust Co32,412$3.49M0.36%-78513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV32,346$3.48M1.27%+21113F-HRTimeline
ROTHSCHILD INVESTMENT LLC32,284$3.48M0.23%-35813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC32,254$3.48M0.09%+3,04213F-HRTimeline
OMERS ADMINISTRATION Corp32,194$3.47M0.03%+5,48513F-HRTimeline
Sowell Financial Services LLC32,151$3.46M0.18%-1,11413F-HRTimeline
FAS Wealth Partners, Inc.32,141$3.46M0.29%+87513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding32,098$3.46M+1,486Timeline
PLIMOTH TRUST CO LLC32,092$3.46M0.89%-5013F-HRTimeline
BAILARD, INC.31,921$3.44M0.09%+3,13913F-HRTimeline
IMC-Chicago, LLC31,750$3.42M0.09%new13F-HRTimeline
Carson Advisory Inc.31,636$3.41M2.37%-41913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC31,610$3.4M<0.01%+27,07713F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC31,418$3.38M0.06%new13F-HRTimelineGroup
LYNCH & ASSOCIATES/IN31,370$3.38M0.73%-22213F-HRTimeline
Wilmington Savings Fund Society, FSB31,353$3.38M0.06%+9313F-HRTimeline
Global Retirement Partners, LLC31,316$3.37M0.1%-60413F-HRTimeline
PFG Investments, LLC31,254$3.37M0.21%-33713F-HRTimeline
Constitution Capital LLC31,254$3.37M1.89%+3,58013F-HRTimeline
Regal Investment Advisors LLC31,142$3.36M0.25%-3,14713F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC31,087$3.35M0.44%+1,48013F-HRTimeline
Argyle Capital Management, LLC30,814$3.32M1.31%+60613F-HRTimeline
Slocum, Gordon & Co LLP30,790$3.32M2.73%013F-HRTimeline
Triangle Securities Wealth Management30,589$3.3M0.85%+1,02013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Norinchukin Bank, Thein group Norinchukin Bank, The30,245$3.26M0.07%+78513F-HRTimelineGroup
Integrated Wealth Concepts LLC30,153$3.25M0.04%-6,10013F-HRTimeline
Cohen Capital Management, Inc.30,133$3.25M0.54%013F-HRTimeline
BANQUE PICTET & CIE SA30,000$3.23M0.03%013F-HRTimeline
Premier Fund Managers Ltd30,000$3.23M0.12%-5,00013F-HRTimeline
Holocene Advisors, LP29,984$3.23M0.01%new13F-HRTimeline
Farmers National Bank29,802$3.21M0.94%13F-HRTimeline
Snowden Capital Advisors LLC29,800$3.21M0.1%-21,11613F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC29,658$3.2M0.63%-94213F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL29,594$3.19M1.18%-83313F-HRTimeline
Hennion & Walsh Asset Management, Inc.29,389$3.17M0.14%+2,76913F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…28,925$3.12M0.03%-14,09713F-HRTimelineGroup
MONTAG A & ASSOCIATES INC28,899$3.11M0.15%-1,32913F-HRTimeline
Prime Capital Investment Advisors, LLC28,896$3.11M0.05%-4,26713F-HRTimeline
Fairhaven Wealth Management, LLC28,861$3.11M0.97%+18213F-HRTimeline
Point72 (DIFC) Ltd28,831$3.11M0.28%+14,77913F-HRTimeline
Shepherd Financial Partners LLC28,802$3.1M0.37%+28713F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT28,737$3.1M0.23%-61613F-HRTimeline
AE Wealth Management LLC28,671$3.09M0.03%+16413F-HRTimeline
Asio Capital, LLC28,573$3.08M0.58%-29813F-HRTimeline
EP Wealth Advisors, LLC28,533$3.07M0.03%-1,58013F-HRTimeline
SteelPeak Wealth, LLC28,463$3.07M0.13%-36,80013F-HRTimeline
Texas Yale Capital Corp.28,453$3.07M0.12%+24513F-HRTimeline
PANAGORA ASSET MANAGEMENT INC28,419$3.06M0.01%-2,66313F-HRTimeline
HighPoint Advisor Group LLC26,278$3.05M0.17%+1,37913F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV28,065$3.02M0.72%-21213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding27,933$3.01M+1,159Timeline
Tradewinds, LLC.25,802$2.99M0.83%+53513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT27,432$2.96M0.36%-5313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/27,316$2.94M0.39%-8413F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP27,266$2.94M0.11%+70013F-HRTimelineGroup
Old North State Trust, LLC26,868$2.9M1.84%-25713F-HRTimeline
Empire Financial Management Company, LLC26,684$2.87M0.9%+65413F-HRTimeline
CULLINAN ASSOCIATES INC26,541$2.86M0.18%+19,18413F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC26,333$2.84M0.19%+1,85913F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC26,322$2.84M0.01%new13F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV26,216$2.82M0.59%-9913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,209$2.82M0.18%+2,82113F-HRTimelineGroup
ORLEANS CAPITAL MANAGEMENT CORP/LA24,175$2.82M1.58%+5313F-HRTimeline
Empirical Finance, LLC26,162$2.82M0.16%-32813F-HRTimeline
Fox Hill Wealth Management26,125$2.81M1.59%+1,31413F-HRTimeline
Mill Capital Management, LLC26,025$2.8M0.22%-10013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…25,850$2.79M0.03%013F-HRTimeline
MGO ONE SEVEN LLC25,672$2.77M0.11%-1,99213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC25,466$2.74M0.26%-13513F-HRTimeline
Old North State Wealth Management, LLC25,378$2.74M1.54%+1,81413F-HRTimeline
EQUITABLE TRUST CO25,319$2.73M0.15%-51613F-HRTimeline
1832 Asset Management L.P.25,205$2.72M<0.01%+3,62513F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC25,074$2.7M0.03%-8,14113F-HRTimeline
Live Oak Private Wealth LLC25,022$2.7M0.45%-45913F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC24,994$2.69M0.17%-4,40013F-HRTimeline
Evercore Wealth Management, LLC24,983$2.69M0.04%-58413F-HRTimeline
TD Waterhouse Canada Inc.24,942$2.69M0.02%+2,93513F-HRTimeline
JARISLOWSKY, FRASER Ltd24,883$2.68M0.02%+50013F-HRTimeline
Aspire Private Capital, LLC24,808$2.67M0.66%-5713F-HRTimeline
SevenBridge Financial Group, LLC22,883$2.67M0.51%+7,80513F-HRTimeline
Dynamic Advisor Solutions LLC24,722$2.66M0.12%-1,72213F-HRTimeline