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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,289 managers (2,330 13F filers) reported a position in DUK shares at 2025-09-30, 532,038,555 shares in all. 161 filers opened a position and 87 filers sold out during the quarter.

Managers
2,289
13F filers
2,330
New
161
Added
1,049
Reduced
756
Sold out
87
Shares held by filers
532,038,555

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,959$6.31M0.11%-12713F-HRTimelineGroup
OneDigital Investment Advisors LLC50,489$6.25M0.06%+1,45013F-HRTimeline
Ellsworth Advisors, LLC48,350$6.22M1.33%-1,34813F-HRTimeline
Family Legacy, Inc.50,169$6.21M1.9%+31213F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson49,509$6.13M<0.01%-11,47113F-HRTimelineGroup
Csenge Advisory Group49,094$6.08M0.29%+11,92713F-HRTimeline
AE Wealth Management LLC49,068$6.07M0.04%+16,77213F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC48,651$6.02M1.31%+28413F-HRTimeline
CHOREO, LLC48,572$6.01M0.08%+5,47913F-HRTimeline
Whitener Capital Management, Inc.48,485$6M1.44%+1,47013F-HRTimeline
Global Retirement Partners, LLC48,456$6M0.13%+5,30813F-HRTimeline
Quadcap Wealth Management, LLC48,452$6M0.71%-40413F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …48,330$5.98M0.44%-3113F-HRTimeline
PHILADELPHIA TRUST CO48,319$5.98M0.42%+1,02213F-HRTimeline
Chicago Partners Investment Group LLC47,545$5.97M0.16%+88813F-HRTimeline
Caprock Group, LLC48,248$5.97M0.15%13F-HRTimeline
River Road Asset Management, LLC48,104$5.95M0.07%-7913F-HRTimeline
Eliot Finkel Investment Counsel, LLC47,999$5.94M3.57%-45013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…47,448$5.87M0.34%+2613F-HRTimeline
CENTRAL TRUST Co47,410$5.87M0.12%-64013F-HRTimeline
Providence Capital Advisors, LLC47,375$5.86M1.02%+1,77813F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC47,306$5.85M0.02%+38,99613F-HRTimeline
CAPITAL & PLANNING, LLC46,981$5.81M3.59%+3,96913F-HRTimeline
Y-Intercept (Hong Kong) Ltd46,793$5.79M0.14%+30,13213F-HRTimeline
Vinva Investment Management Ltd47,116$5.79M0.11%+10,42113F-HRTimeline
Moors & Cabot, Inc.46,674$5.78M0.25%-2,44213F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC46,490$5.75M0.05%+8,69913F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp46,253$5.72M0.26%-1,02313F-HRTimelineGroup
Alberta Investment Management Corp46,200$5.72M0.04%013F-HR/ATimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC45,928$5.68M2.53%-6,14013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC45,869$5.68M0.05%+52613F-HRTimeline
Sequoia Financial Advisors, LLC45,819$5.67M0.03%+8,71113F-HRTimeline
Jackson Hole Capital Partners, LLC45,573$5.64M0.96%-47913F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO45,544$5.64M0.17%-1,32213F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC45,537$5.64M1.23%-22313F-HR/ATimeline
Jain Global LLC43,986$5.44M0.07%new13F-HRTimeline
Ausbil Investment Management Ltd44,190$5.41M2.88%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC43,700$5.41M0.27%-45013F-HRTimeline
Orange Investment Advisors, Inc.43,397$5.37M0.56%+1,05413F-HRTimeline
one8zero8, LLC43,259$5.35M1.16%+3,13313F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC43,413$5.33M0.09%+7,21413F-HRTimeline
Advisors Asset Management, Inc.42,829$5.3M0.09%-78413F-HR/ATimeline
Richard C. Young & CO., LTD.42,689$5.28M0.49%+94313F-HRTimeline
Tufton Capital Management42,638$5.28M0.94%-27513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC42,446$5.25M0.18%+1,65313F-HRTimeline
Regal Investment Advisors LLC42,375$5.24M0.34%+13,71613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.42,328$5.24M<0.01%+26,01213F-HRTimelineGroup
AlphaStar Capital Management, LLC42,168$5.22M0.45%-87413F-HRTimeline
AXA Investment Managers S.A.42,164$5.22M0.01%13F-HRTimeline
Farther Finance Advisors, LLC41,642$5.15M0.08%+11,40913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…41,517$5.14M0.18%-6613F-HRTimelineGroup
WASATCH ADVISORS LP41,474$5.13M0.03%-3,80213F-HRTimeline
Sky Investment Group LLC41,441$5.13M0.86%+5013F-HRTimeline
STRATEGY ASSET MANAGERS LLC41,386$5.12M0.92%+49513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …41,128$5.09M0.07%+30,32113F-HRTimelineGroup
Iowa State Bank41,024$5.08M0.97%+19,00213F-HRTimeline
NIXON PEABODY TRUST CO40,987$5.07M0.37%+8213F-HRTimeline
Union Bancaire Privee, UBP SA40,731$5.07M0.07%+17,72813F-HRTimeline
FARMERS TRUST CO40,974$5.07M0.87%-10,98113F-HRTimeline
SevenBridge Financial Group, LLC40,856$5.06M0.83%+6,27413F-HRTimeline
Louisiana State Employees Retirement Sy…40,800$5.05M0.08%-20013F-HRTimeline
PROFUND ADVISORS LLC40,649$5.03M0.16%+1,57313F-HRTimeline
Stablepoint Partners, LLC40,580$5.02M0.8%-68013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP40,475$5.01M0.07%-8913F-HRTimeline
IFG Advisory, LLC40,093$4.96M0.23%+2,43413F-HRTimeline
Occidental Asset Management, LLC40,051$4.96M0.62%+12013F-HRTimeline
MARINER INVESTMENT GROUP LLC40,000$4.95M1.53%-10,00013F-HRTimeline
Principle Wealth Partners LLC39,910$4.94M0.29%+96113F-HRTimeline
RNC CAPITAL MANAGEMENT LLC39,800$4.93M0.23%+26,37613F-HRTimeline
HOLDERNESS INVESTMENTS CO39,678$4.91M1%-1,06213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp39,573$4.9M0.09%+1,31313F-HRTimelineGroup
MAI Capital Management39,339$4.87M0.03%-1,85413F-HRTimeline
VIRGINIA WEALTH MANAGEMENT GROUP, INC.39,258$4.86M2.8%+9313F-HRTimeline
BEACON FINANCIAL GROUP39,237$4.86M0.48%-2,32913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.39,153$4.85M0.2%-1,97413F-HRTimeline
Global Wealth Management Investment Adv…39,128$4.84M0.81%+57013F-HRTimeline
Aull & Monroe Investment Management Corp39,089$4.84M2.47%+31913F-HRTimeline
Gulf International Bank (UK) Ltd39,007$4.83M0.16%-63813F-HRTimeline
DRW Securities, LLC39,265$4.83M0.25%+8,10713F-HRTimeline
Maryland State Retirement & Pension Sys…38,610$4.78M0.1%+79713F-HRTimeline
MONECO ADVISORS, LLC38,597$4.78M0.4%+54813F-HRTimeline
Bragg Financial Advisors, Inc38,281$4.74M0.16%-1,03913F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.38,272$4.74M0.17%-413F-HRTimelineGroup
Sigma Planning Corp37,970$4.7M0.13%-3,19313F-HRTimeline
KKM Financial LLC37,899$4.69M1.47%+7,61713F-HRTimeline
Beacon Pointe Advisors, LLC37,743$4.67M0.04%-16,09813F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC37,554$4.65M0.12%-2,96313F-HRTimeline
First Bank & Trust37,317$4.62M0.78%-88913F-HRTimeline
Crossmark Global Holdings, Inc.37,282$4.61M0.07%-31113F-HRTimeline
Pegasus Asset Management, Inc.37,216$4.61M1.48%+54913F-HR/ATimeline
Constitution Capital LLC37,103$4.59M2.15%-7613F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise37,013$4.58M0.17%+4,11513F-HRTimelineGroup
MORTON COMMUNITY BANK36,787$4.57M1.06%+1,65513F-HRTimeline
SteelPeak Wealth, LLC36,915$4.57M0.15%-2,05113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP36,807$4.55M0.03%-2,12813F-HR/ATimelineGroup
Blue Trust, Inc.36,801$4.55M0.05%+83013F-HRTimeline
Andrew Hill Investment Advisors, Inc.36,711$4.54M3.53%-83013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding36,243$4.49M-295Timeline
Arkadios Wealth Advisors36,196$4.48M0.11%+1,80213F-HRTimeline
FAS Wealth Partners, Inc.36,196$4.48M0.3%+1,20413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding36,130$4.47M-27,795Timeline
TRUST CO OF TOLEDO NA /OH/36,073$4.46M0.45%+1,48213F-HRTimeline
Seven Springs Wealth Group, LLC36,026$4.46M1.08%+1,50213F-HRTimeline
PHYSICIANS FINANCIAL SERVICES, INC.35,923$4.45M1.21%+95013F-HRTimeline
SHELTON CAPITAL MANAGEMENT35,672$4.41M0.09%013F-HRTimeline
Bridgewater Associates, LP35,659$4.41M0.02%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC35,561$4.4M0.09%+2,70113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC35,499$4.39M0.02%-1,65513F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD35,160$4.35M0.14%-90013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC35,054$4.34M0.08%+1,49713F-HRTimeline
Norinchukin Bank, Thein group Norinchukin Bank, The34,953$4.33M0.06%+59413F-HRTimelineGroup
Sciencast Management LP34,897$4.32M0.81%new13F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC34,879$4.32M0.33%+4013F-HRTimeline
Hennion & Walsh Asset Management, Inc.34,831$4.31M0.16%+2,40613F-HRTimeline
Empowered Funds, LLC34,522$4.27M0.04%+10,12313F-HRTimeline
ROTHSCHILD INVESTMENT LLC34,371$4.25M0.24%+11413F-HRTimeline
Caldwell Trust Co34,302$4.24M0.4%+1,25413F-HRTimeline
Pure Financial Advisors, LLC34,219$4.23M0.07%+1,13113F-HRTimeline
Cornerstone Advisors, LLC34,100$4.22M0.14%-70013F-HRTimeline
Townsend & Associates, Inc32,781$4.21M0.4%+1913F-HRTimeline
Farmers National Bank34,044$4.21M1%+78013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)33,855$4.19M1.47%-30713F-HRTimeline
FourThought Financial Partners, LLC33,687$4.17M0.37%+2,43813F-HRTimeline
Turtle Creek Wealth Advisors, LLC33,601$4.16M0.37%+1,45913F-HRTimeline
GWN SECURITIES INC.33,243$4.14M0.96%+25313F-HRTimeline
MGO ONE SEVEN LLC33,153$4.1M0.09%+7,61213F-HRTimeline
PLIMOTH TRUST CO LLC33,123$4.1M0.93%-68213F-HRTimeline
Trilogy Capital Inc.33,045$4.09M0.19%+2,36413F-HRTimeline
Bahl & Gaynor LLC32,827$4.06M0.02%-37013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.32,804$4.06M0.03%+1,59913F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV32,701$4.05M1.44%+20513F-HRTimeline
American Assets Investment Management, …in group American Assets Investment Ma…32,666$4.04M0.3%013F-HRTimelineGroup
Integrated Wealth Concepts LLC32,645$4.04M0.04%+1,90713F-HRTimeline
Vest Financial, LLC32,629$4.04M0.05%+6,27913F-HRTimeline
Vise Technologies, Inc.32,569$4.03M0.15%-4,45213F-HRTimeline
Sowell Financial Services LLC32,567$4.03M0.15%+21513F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC32,499$4.02M0.01%-20313F-HRTimelineGroup
Dynamic Advisor Solutions LLC32,456$4.02M0.12%+77313F-HRTimeline
BAILARD, INC.32,321$4M0.09%+12013F-HRTimeline
PINNACLE ASSOCIATES LTD31,901$3.95M0.05%-9913F-HRTimeline
Simmons Bankin group Simmons Bank31,571$3.91M0.26%+10413F-HRTimelineGroup
TrinityBridge Ltd31,477$3.89M0.09%-55513F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT31,451$3.89M0.25%+213F-HRTimeline
Empirical Finance, LLC31,429$3.89M0.19%+4,65113F-HRTimeline
LYNCH & ASSOCIATES/IN31,427$3.89M0.75%-31013F-HRTimeline
Carson Advisory Inc.31,422$3.89M2.1%+113F-HRTimeline
Texas Yale Capital Corp.31,376$3.88M0.12%+3,14713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC31,351$3.88M0.11%-81113F-HRTimeline
STOCK YARDS BANK & TRUST CO31,220$3.86M0.12%-71713F-HRTimeline
PFG Investments, LLC31,093$3.85M0.2%-63813F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.31,038$3.84M0.69%13F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management30,809$3.81M0.01%-12,57513F-HRTimelineGroup
Rice Partnership, LLC30,643$3.79M0.54%+1,07413F-HRTimeline
TWIN CAPITAL MANAGEMENT INC30,557$3.78M0.48%-5,15813F-HRTimeline
L & S Advisors Inc30,455$3.77M0.36%new13F-HRTimeline
BANQUE PICTET & CIE SA30,400$3.76M0.04%013F-HRTimeline
Argyle Capital Management, LLC30,393$3.76M1.3%013F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…30,286$3.75M0.05%+22,88513F-HRTimelineGroup
Cohen Capital Management, Inc.30,133$3.73M0.58%013F-HRTimeline
Slocum, Gordon & Co LLP30,115$3.73M2.97%-7513F-HRTimeline
Triangle Securities Wealth Management29,976$3.71M0.84%+1,03313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vident Advisory, LLCin group Vident Advisory, LLC29,782$3.69M0.04%+2,24313F-HRTimelineGroup
WOODARD & CO ASSET MANAGEMENT GROUP INC…29,712$3.68M0.6%+5,79913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group29,663$3.67M0.44%+1,63113F-HRTimelineGroup
Empire Financial Management Company, LLC29,605$3.66M0.84%+43713F-HRTimeline
Snowden Capital Advisors LLC29,371$3.63M0.1%-81813F-HRTimeline
Glenview Trust Co28,935$3.58M0.06%+26213F-HRTimeline
Shepherd Financial Partners LLC28,930$3.58M0.34%-1,30713F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC28,888$3.57M0.15%+26413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC28,810$3.57M0.13%+34513F-HRTimelineGroup
Fiduciary Alliance LLC28,697$3.55M0.24%+5013F-HRTimeline
Sargent Investment Group, LLC28,650$3.55M0.51%+6,72213F-HRTimeline
GUARDIAN CAPITAL LPin group GUARDIAN CAPITAL LP28,566$3.54M0.11%013F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP28,554$3.53M0.08%new13F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…28,542$3.53M0.07%+2,16913F-HRTimeline
Old North State Wealth Management, LLC28,453$3.52M1.65%+69813F-HRTimeline
Fox Hill Wealth Management28,386$3.51M1.64%+22913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.28,258$3.5M0.18%+2,35613F-HRTimelineGroup
Bleakley Financial Group, LLC28,155$3.48M0.08%+45513F-HRTimeline
Coastal Bridge Advisors, LLC28,060$3.47M0.26%+1,77613F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC27,881$3.45M0.21%+2,88713F-HRTimeline
HighPoint Advisor Group LLC27,834$3.44M0.16%-35213F-HRTimeline
Federation des caisses Desjardins du Qu…27,656$3.42M0.01%+4,13513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT27,634$3.42M0.39%+5613F-HRTimeline
SVB WEALTH LLC27,483$3.4M0.18%-1,05913F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd27,458$3.4M0.7%+19,31613F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV27,205$3.37M0.59%-29013F-HRTimeline
Verdence Capital Advisors LLC26,392$3.36M0.19%+7,87913F-HRTimeline
Royal Fund Management, LLC27,017$3.34M0.4%-5,69113F-HRTimeline
QUADRANT CAPITAL GROUP LLC27,004$3.34M0.11%+10,86013F-HRTimeline
CHEMUNG CANAL TRUST CO26,953$3.34M0.66%-22013F-HRTimeline
CGN Advisors LLC26,853$3.32M0.27%+20413F-HRTimeline
Old North State Trust, LLC26,729$3.31M2.01%-19413F-HRTimeline
Fulton Bank, N.A.26,726$3.31M0.12%-4,62513F-HRTimeline
HAMEL ASSOCIATES, INC.26,639$3.3M1.01%+1,42513F-HRTimeline
MONTAG A & ASSOCIATES INC26,473$3.28M0.15%-1,04213F-HRTimeline
Wilmington Savings Fund Society, FSB26,304$3.26M0.08%-3,85213F-HR/ATimeline
World Investment Advisors26,230$3.25M0.07%+2,77713F-HRTimeline
Stonegate Investment Group, LLC26,172$3.24M0.08%-7013F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV26,167$3.24M0.64%-38313F-HRTimeline