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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
Ellsworth Advisors, LLC49,979$6.1M1.6%+56113F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.49,941$6.09M0.93%+58913F-HRTimeline
Family Legacy, Inc.49,633$6.05M2.08%-14113F-HRTimeline
OneDigital Investment Advisors LLC49,202$6M0.07%+14013F-HRTimeline
Eliot Finkel Investment Counsel, LLC49,134$5.99M4.08%-63013F-HRTimeline
CENTRAL TRUST Co48,709$5.94M0.15%-1,26213F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …48,658$5.93M0.48%-1,54713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp48,276$5.89M0.27%+1,62813F-HRTimelineGroup
BENEDICT FINANCIAL ADVISORS INC48,229$5.88M1.36%+49913F-HRTimeline
one8zero8, LLC47,611$5.81M1.37%-17,55413F-HRTimeline
Red Door Wealth Management, LLC47,572$5.8M0.86%+4,26313F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO47,330$5.77M0.2%-26613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC47,304$5.77M0.02%+9,04213F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.47,297$5.77M0.01%-325,31913F-HRTimelineGroup
Quadcap Wealth Management, LLC46,938$5.72M0.83%+23713F-HRTimeline
PHILADELPHIA TRUST CO46,884$5.72M0.49%-19,30213F-HRTimeline
Chicago Partners Investment Group LLC45,894$5.63M0.19%+91113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP45,997$5.61M0.01%-199,64713F-HRTimelineGroup
Whitener Capital Management, Inc.45,778$5.58M1.58%+1,59113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC45,626$5.57M0.08%-23,90313F-HRTimelineGroup
Alberta Investment Management Corp45,600$5.56M0.04%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…45,333$5.53M0.13%+2,90513F-HRTimelineGroup
WASATCH ADVISORS LP45,276$5.52M0.03%-7,90013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…45,045$5.49M0.05%+2,25413F-HRTimelineGroup
Tufton Capital Management44,809$5.47M1.05%+58113F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC44,807$5.47M1.34%-1,43513F-HR/ATimeline
Jackson Hole Capital Partners, LLC44,517$5.43M1.08%-83613F-HRTimeline
Sigma Planning Corp44,218$5.39M0.17%-2,29713F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC44,180$5.39M0.32%-42213F-HRTimeline
BEACON FINANCIAL GROUP43,934$5.36M0.59%-2,71013F-HRTimeline
Kingsview Wealth Management, LLC43,878$5.35M0.1%+29413F-HRTimeline
Gulf International Bank (UK) Ltd43,832$5.35M0.18%-17,73813F-HRTimeline
Advisors Asset Management, Inc.42,946$5.24M0.1%+1,44213F-HR/ATimeline
Aull & Monroe Investment Management Corp42,929$5.24M2.6%+2,12613F-HRTimeline
AlphaStar Capital Management, LLC42,808$5.22M0.53%+2,86113F-HRTimeline
Merit Financial Group, LLC42,693$5.21M0.08%+9,73013F-HRTimeline
Global Wealth Management Investment Adv…42,619$5.2M1.04%+68813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.42,533$5.19M0.02%+53913F-HRTimelineGroup
CHOREO, LLC42,501$5.18M0.08%-2,27013F-HRTimeline
Crossmark Global Holdings, Inc.42,172$5.14M0.09%-27213F-HRTimeline
Semmax Financial Advisors Inc.42,343$5.1M1.38%+65913F-HRTimeline
Louisiana State Employees Retirement Sy…41,700$5.09M0.1%+10013F-HRTimeline
Sky Investment Group LLC41,576$5.07M0.94%+22013F-HRTimeline
HOLDERNESS INVESTMENTS CO41,150$5.02M1.17%+33913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC41,025$5M0.15%-49213F-HRTimeline
Richard C. Young & CO., LTD.41,010$5M0.54%+1,22513F-HRTimeline
STRATEGIC PLANNING GROUP, LLC40,891$4.99M0.98%+3,09813F-HRTimeline
NIXON PEABODY TRUST CO40,840$4.98M0.42%+29013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.40,639$4.96M0.25%-23913F-HRTimeline
CWM, LLCin group CWM, LLC40,621$4.96M0.02%-1,37713F-HRTimelineGroup
Stablepoint Partners, LLC40,458$4.93M0.89%+35413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP40,417$4.93M0.07%-44413F-HRTimeline
SteelPeak Wealth, LLC40,286$4.91M0.21%+11,82313F-HRTimeline
Principle Wealth Partners LLC40,236$4.91M0.35%-1,57613F-HRTimeline
CAPITAL & PLANNING, LLC39,868$4.86M3.61%+3,42613F-HRTimeline
Elo Mutual Pension Insurance Co39,788$4.85M0.11%-30,68213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP39,735$4.85M0.04%-1,06713F-HRTimelineGroup
Occidental Asset Management, LLC39,640$4.83M0.73%+2,67513F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.39,101$4.77M2.95%-23913F-HRTimeline
MONECO ADVISORS, LLC38,830$4.74M0.49%-11413F-HR/ATimeline
Providence Capital Advisors, LLC38,811$4.73M0.98%+82713F-HRTimeline
First Bank & Trust38,396$4.68M0.91%-92013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC38,219$4.66M0.08%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC38,170$4.66M0.2%-77813F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC37,917$4.62M0.03%+4,78113F-HRTimelineGroup
Townsend & Associates, Inc38,467$4.62M0.48%-1,55413F-HRTimeline
Andrew Hill Investment Advisors, Inc.37,763$4.61M4.46%+29,15313F-HRTimeline
Bragg Financial Advisors, Inc37,638$4.59M0.19%+76713F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC37,622$4.59M0.01%+6,01213F-HRTimelineGroup
GWN SECURITIES INC.37,662$4.58M0.26%+20,44313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…37,325$4.55M0.19%+4,71913F-HRTimelineGroup
MAI Capital Management37,181$4.53M0.03%-11113F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.37,159$4.53M0.16%+1,19413F-HRTimelineGroup
Trexquant Investment LP36,954$4.51M0.05%new13F-HRTimeline
Csenge Advisory Group36,792$4.48M0.25%+1,81813F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding36,710$4.48M-730Timeline
IFG Advisory, LLC36,164$4.41M0.24%+1,74413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC36,107$4.4M0.02%-1,34213F-HRTimeline
Maryland State Retirement & Pension Sys…36,080$4.4M0.1%-5,48613F-HRTimeline
STRATEGY ASSET MANAGERS LLC36,065$4.4M0.91%+88413F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD36,060$4.4M0.16%-70013F-HRTimeline
Pegasus Asset Management, Inc.35,916$4.38M1.75%+1,35713F-HRTimeline
SHELTON CAPITAL MANAGEMENT35,853$4.37M0.1%-70013F-HRTimeline
Sequoia Financial Advisors, LLC35,828$4.37M0.03%+7313F-HRTimeline
TWIN CAPITAL MANAGEMENT INC35,282$4.3M0.5%-75613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/34,953$4.26M0.56%+7,63713F-HRTimeline
Blue Trust, Inc.34,786$4.24M0.05%+90913F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC34,516$4.21M0.39%-15313F-HRTimeline
STOCK YARDS BANK & TRUST CO34,367$4.19M0.15%-92913F-HRTimeline
Bahl & Gaynor LLC34,221$4.17M0.02%+1,57713F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)34,219$4.17M1.85%-11813F-HRTimeline
MORTON COMMUNITY BANK34,182$4.17M1.09%+36113F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The34,165$4.17M0.08%+3,92013F-HRTimelineGroup
Financiere des Professionnels - Fonds d…33,974$4.14M0.27%-1,41113F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC33,946$4.14M0.04%+8,87213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC33,928$4.14M0.19%+1213F-HRTimeline
L & S Advisors Inc33,842$4.13M0.51%+13213F-HRTimeline
ROTHSCHILD INVESTMENT LLC33,679$4.11M0.27%+1,39513F-HRTimeline
Constitution Capital LLC33,404$4.07M2.26%+2,15013F-HRTimeline
FAS Wealth Partners, Inc.33,351$4.07M0.33%+1,21013F-HRTimeline
PINNACLE ASSOCIATES LTD33,300$4.06M0.06%-1,59913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV33,258$4.06M1.56%+91213F-HRTimeline
TrinityBridge Ltd33,197$4.05M0.12%-20013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp33,132$4.04M0.24%-1,11913F-HRTimelineGroup
Royal Fund Management, LLC32,664$4.04M0.48%-11813F-HRTimeline
PLIMOTH TRUST CO LLC33,058$4.03M1.05%+96613F-HRTimeline
LANARK FINANCIAL, INC.32,959$4.02M0.34%+32,92913F-HRTimeline
Farmers National Bank32,945$4.02M1.13%+3,14313F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…32,666$3.98M0.35%013F-HR/ATimelineGroup
Sowell Financial Services LLC32,596$3.98M0.18%+44513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC32,541$3.97M0.11%+28713F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A32,500$3.96M0.01%-55,83913F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise32,499$3.96M0.17%13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC32,439$3.96M0.14%-7,34813F-HRTimeline
Seven Springs Wealth Group, LLC32,222$3.93M1.4%-4,82613F-HRTimeline
Fulton Bank, N.A.32,146$3.92M0.16%-47513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC31,999$3.9M0.53%+91213F-HRTimeline
Caldwell Trust Co31,882$3.89M0.42%-53013F-HRTimeline
BAILARD, INC.31,799$3.88M0.1%-12213F-HRTimeline
Simmons Bankin group Simmons Bank31,713$3.87M0.29%-2,04813F-HRTimelineGroup
Arkadios Wealth Advisors31,562$3.85M0.15%+18,78113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT31,489$3.84M0.28%+2,75213F-HRTimeline
Snowden Capital Advisors LLC31,488$3.84M0.12%+1,68813F-HRTimeline
Carson Advisory Inc.31,419$3.83M2.58%-21713F-HRTimeline
PFG Investments, LLC31,409$3.83M0.25%+15513F-HRTimeline
Hennion & Walsh Asset Management, Inc.31,263$3.81M0.17%+1,87413F-HRTimeline
Drucker Wealth 3.0, LLC30,971$3.78M0.83%-2,75413F-HRTimeline
LYNCH & ASSOCIATES/IN30,942$3.77M0.82%-42813F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC30,923$3.77M0.81%-1,70013F-HRTimeline
Wilmington Savings Fund Society, FSB30,879$3.77M0.07%-47413F-HRTimeline
Argyle Capital Management, LLC30,874$3.77M1.4%+6013F-HRTimeline
Triangle Securities Wealth Management30,824$3.76M0.97%+23513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Concord Wealth Partnersgroup of 2 filers holding30,897$3.76M+19,291Timeline
Slocum, Gordon & Co LLP30,790$3.76M2.8%013F-HRTimeline
Integrated Wealth Concepts LLC30,715$3.75M0.04%+56213F-HRTimeline
Goodman Advisory Group, LLC30,661$3.74M1.14%-2,26013F-HR/ATimeline
Cornerstone Advisors, LLC30,600$3.73M0.16%-6,10013F-HRTimeline
CHEMUNG CANAL TRUST CO30,581$3.73M0.82%+16,32113F-HRTimeline
PROFUND ADVISORS LLC30,566$3.73M0.16%-11,16013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC30,534$3.72M0.09%+6,06913F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.30,362$3.7M1.18%+10,78813F-HR/ATimeline
Cohen Capital Management, Inc.30,133$3.68M0.63%013F-HRTimeline
Shepherd Financial Partners LLC30,048$3.66M0.43%+1,24613F-HRTimeline
AE Wealth Management LLC30,017$3.66M0.03%+1,34613F-HRTimeline
BANQUE PICTET & CIE SA30,000$3.66M0.04%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group29,435$3.59M0.47%+9,81513F-HRTimelineGroup
EP Wealth Advisors, LLC28,997$3.54M0.03%+46413F-HRTimeline
Empire Financial Management Company, LLC28,454$3.47M1.07%+1,77013F-HRTimeline
Texas Yale Capital Corp.28,359$3.46M0.14%-9413F-HRTimeline
FourThought Financial Partners, LLC28,322$3.45M0.36%+3,83613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC28,078$3.42M0.15%+4,14613F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC28,062$3.42M0.51%new13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV27,843$3.4M0.74%-22213F-HRTimeline
SevenBridge Financial Group, LLC29,288$3.39M0.67%+6,40513F-HRTimeline
SVB WEALTH LLC27,691$3.38M0.14%+6,97813F-HRTimeline
MONTAG A & ASSOCIATES INC27,615$3.37M0.17%-1,28413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT27,517$3.36M0.42%+8513F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL27,353$3.34M1.26%-2,24113F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP27,266$3.33M0.13%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC27,184$3.32M0.04%-1,71213F-HRTimeline
HighPoint Advisor Group LLC27,238$3.31M0.19%+96013F-HRTimeline
CGN Advisors LLC27,053$3.3M0.32%+2,61013F-HRTimeline
Fox Hill Wealth Management27,045$3.3M1.95%+92013F-HRTimeline
Premier Fund Managers Ltd27,500$3.28M0.12%-2,50013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding27,384$3.27M-549Timeline
Wealth Group, Ltd.26,782$3.27M2.12%+3,92113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.26,762$3.26M0.21%+55313F-HRTimelineGroup
Old North State Wealth Management, LLC26,639$3.25M1.81%+1,26113F-HRTimeline
Empirical Finance, LLC26,600$3.24M0.2%+43813F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV26,555$3.24M0.68%+33913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC26,352$3.21M0.05%+11,13513F-HRTimelineGroup
Stonegate Investment Group, LLC26,310$3.21M0.09%+1,98413F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC26,223$3.2M0.23%-11013F-HRTimeline
Bleakley Financial Group, LLC26,044$3.18M0.1%+1,75813F-HRTimeline
Mill Capital Management, LLC26,026$3.17M0.25%+113F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…25,850$3.15M0.03%013F-HRTimeline
Tradewinds, LLC.25,813$3.15M0.89%+1113F-HRTimeline
Dynamic Advisor Solutions LLC25,588$3.12M0.1%+86613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,527$3.11M0.03%+2,73313F-HRTimelineGroup
Live Oak Private Wealth LLC25,478$3.11M0.5%+45613F-HRTimeline
WealthShield Partners, LLC25,373$3.09M0.4%+5,83713F-HRTimeline
EQUITABLE TRUST CO25,234$3.08M0.17%-8513F-HRTimeline
MGO ONE SEVEN LLC25,033$3.05M0.12%-63913F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC24,994$3.05M0.21%013F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP24,953$3.04M0.14%new13F-HRTimeline
CULLINAN ASSOCIATES INC24,912$3.04M0.21%-1,62913F-HRTimeline
Evercore Wealth Management, LLC24,836$3.03M0.05%-14713F-HRTimeline
United Community Bankin group United Community Bank24,826$3.03M1.13%+18,02013F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC24,761$3.02M0.29%-70513F-HRTimeline
Regal Investment Advisors LLC24,745$3.02M0.24%-6,39713F-HRTimeline
Counterweight Ventures, LLC24,579$3M2.15%+47113F-HRTimeline
CW Advisors, LLC25,849$3M0.04%+15,68213F-HRTimeline
Shoker Investment Counsel, Inc.24,510$2.99M1.01%+59213F-HRTimeline
Aspire Private Capital, LLC24,463$2.98M0.74%-34513F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP24,964$2.98M0.4%+16,08213F-HRTimeline
JARISLOWSKY, FRASER Ltd24,383$2.97M0.02%-50013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA24,274$2.96M1.74%+9913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP23,891$2.91M0.09%+81313F-HRTimelineGroup
ABC ARBITRAGE SAin group ABC ARBITRAGE SA23,748$2.9M0.54%new13F-HRTimelineGroup
Old North State Trust, LLC26,868$2.9M1.84%013F-HRTimeline