Skip to content
Disclosery

DUK DUKE ENERGY CORP NEW

Follow

COM (common), issuer CIK 1326160

2,437 managers (2,491 13F filers) reported a position in DUK shares at 2026-06-30, 543,917,056 shares in all. 142 filers opened a position and 136 filers sold out during the quarter.

Managers
2,437
13F filers
2,491
New
142
Added
1,135
Reduced
813
Sold out
136
Shares held by filers
543,917,056

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
AXXCESS WEALTH MANAGEMENT, LLC28,964$3.67M0.06%-2,94913F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC28,900$3.66M0.24%+2,97113F-HRTimelineGroup
Avidian Wealth Enterprises, LLC28,877$3.66M0.1%+83613F-HRTimeline
Triangle Securities Wealth Management28,821$3.65M0.72%-16613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Foundations Investment Advisors, LLC28,782$3.64M0.04%-1,78913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding28,543$3.61M+7,806Timeline
PINNACLE ASSOCIATES LTD28,537$3.61M0.04%-1,19913F-HRTimeline
AlphaStar Capital Management, LLC28,494$3.61M0.23%-7,31713F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC28,395$3.59M1.49%+1,96713F-HRTimeline
TWIN CAPITAL MANAGEMENT INC28,252$3.58M0.39%+4,28613F-HRTimeline
Asio Capital, LLC28,229$3.57M0.46%-1,70613F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.28,000$3.54M0.46%new13F-HRTimelineGroup
Empire Financial Management Company, LLC27,986$3.54M1.4%-2,66713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT27,917$3.53M0.35%-12413F-HRTimeline
Modera Wealth Management, LLC27,848$3.52M0.04%-62413F-HRTimeline
Slocum, Gordon & Co LLP27,825$3.52M2.34%-2,00013F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…26,772$3.51M0.22%013F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding27,622$3.5M+238Timeline
NorthCoast Asset Management LLC27,509$3.48M0.08%-1,98513F-HRTimeline
Fiduciary Alliance LLC27,451$3.47M0.23%-4,86013F-HRTimeline
Shepherd Financial Partners LLC27,321$3.46M0.28%-95113F-HRTimeline
CHEMUNG CANAL TRUST CO27,254$3.45M0.64%+1,18313F-HRTimeline
LSV ASSET MANAGEMENT27,214$3.44M0.01%new13F-HRTimeline
EQUITABLE TRUST CO27,190$3.44M0.14%-24113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,047$3.42M0.14%-7,47513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC26,993$3.42M0.06%+9,52813F-HRTimeline
Convergence Financial, LLC26,923$3.41M0.27%-1,32513F-HRTimeline
Markowski Investments26,866$3.4M0.75%13F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC26,562$3.36M1.05%+74613F-HRTimeline
Stiles Financial Services Inc26,501$3.35M0.84%-5313F-HRTimeline
Meridian Wealth Management, LLC26,460$3.35M0.1%+1,11213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC25,912$3.28M0.12%new13F-HRTimeline
Smartleaf Asset Management LLC25,543$3.28M0.11%013F-HRTimeline
Moran Wealth Management, LLC25,854$3.27M0.09%-15913F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT25,816$3.27M0.19%-25713F-HRTimeline
GAMMA Investing LLC25,658$3.25M0.12%+1,80213F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI25,616$3.24M0.06%-48,31413F-HRTimeline
TD Waterhouse Canada Inc.25,694$3.23M0.01%-1,10513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC25,417$3.22M0.2%-45613F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV25,234$3.19M0.58%-1413F-HRTimeline
Aspire Private Capital, LLC25,073$3.17M0.66%+213F-HRTimeline
LEGACY FINANCIAL INDEPENDENT ADVISORS L…24,796$3.14M1.48%-23,49613F-HRTimeline
HUB Investment Partners, LLC24,730$3.13M0.06%+1,51013F-HRTimeline
MFA WEALTH ADVISORS, LLC24,678$3.12M0.53%+3,62113F-HRTimeline
Ranch Capital Advisors Inc.24,627$3.12M0.99%+2,09713F-HRTimeline
Wilmington Savings Fund Society, FSB24,571$3.11M0.07%-1,53413F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC24,417$3.09M0.17%-1,42913F-HRTimeline
PROFUND ADVISORS LLC24,410$3.09M0.08%-2,12013F-HRTimeline
Plan Group Financial, LLC24,369$3.08M0.64%+3,22213F-HRTimeline
Fulton Bank, N.A.24,295$3.08M0.09%-12213F-HRTimeline
CORDA Investment Management, LLC.24,168$3.06M0.19%new13F-HRTimeline
SWS Partners24,127$3.05M0.66%+6,10913F-HRTimeline
SEGALL BRYANT & HAMILL, LLC24,119$3.05M0.04%+53613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST24,096$3.05M0.26%+1,33813F-HRTimeline
Mutual Advisors, LLC24,041$3.04M0.06%+1,83213F-HRTimeline
WCG Wealth Advisors LLC24,035$3.04M0.07%+26813F-HRTimeline
Evercore Wealth Management, LLC24,009$3.04M0.04%-7513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.24,007$3.04M0.03%-77,02413F-HRTimelineGroup
Counterweight Ventures, LLC23,961$3.03M1.51%-24213F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY23,900$3.03M0.57%+50013F-HRTimeline
RiverFront Investment Group, LLC23,896$3.02M0.04%+12,28113F-HRTimeline
Odyssean, LLC23,788$3.01M0.49%+12,41113F-HRTimeline
Mill Capital Management, LLC23,775$3.01M0.2%-55213F-HRTimeline
Vestmark Advisory Solutions, Inc.23,727$3M0.03%+14,25513F-HRTimeline
MassMutual Private Wealth & Trust, FSB23,627$2.99M0.08%+17813F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.23,422$2.96M0.27%+12,58913F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments23,397$2.96M0.16%+14,43213F-HRTimelineGroup
GAM Holding AGin group GAM Holding AG23,364$2.96M0.23%-15313F-HRTimelineGroup
Advisory Alpha, LLC23,352$2.96M0.07%+4,31013F-HRTimeline
Cornerstone Wealth Group, LLC23,276$2.95M0.18%+1,19313F-HRTimeline
Brick & Kyle, Associates22,495$2.95M0.97%013F-HRTimeline
Live Oak Private Wealth LLC23,270$2.95M0.37%+113F-HRTimeline
Verdence Capital Advisors LLC23,210$2.94M0.15%-1,70213F-HRTimeline
Summit Financial, LLC23,201$2.94M0.03%+1,99713F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE23,177$2.93M0.63%013F-HRTimeline
North Dakota State Investment Board23,133$2.93M0.12%+59613F-HRTimeline
Compound Planning, Inc.22,987$2.91M0.08%+1,56713F-HRTimeline
Capital Innovations LLC22,975$2.91M0.75%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV22,838$2.89M0.36%+84013F-HRTimeline
Bank & Trust Co22,569$2.86M1.8%013F-HRTimeline
Shoker Investment Counsel, Inc.22,521$2.85M0.72%+94913F-HRTimeline
SIGNATUREFD, LLC22,418$2.84M0.04%+39313F-HRTimeline
apricus wealth, LLC22,386$2.83M1.35%+15013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.22,333$2.83M0.11%+3,43713F-HRTimelineGroup
MILLER HOWARD INVESTMENTS INC /NY22,232$2.81M0.07%+78713F-HRTimeline
Platform Technology Partners22,181$2.81M0.46%+99513F-HRTimeline
Siemens Fonds Invest GmbH22,168$2.81M0.14%013F-HRTimeline
DELTA FINANCIAL ADVISORS LLC22,166$2.81M0.67%+11413F-HRTimeline
Adalta Capital Management LLC22,131$2.8M1.23%-34413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding22,093$2.8M-1,803Timeline
Murphy, Middleton, Hinkle & Parker, Inc.22,035$2.79M1.13%+613F-HRTimeline
SCOTIA CAPITAL INC.22,021$2.79M0.01%+7,45913F-HRTimeline
Hardin Capital Partners, LLC21,849$2.79M1.29%-22313F-HRTimeline
Lineweaver Wealth Advisors, LLC21,997$2.78M0.33%+1,19913F-HRTimeline
AMG National Trust Bank21,959$2.78M0.06%-7,88713F-HRTimeline
Constant Guidance Financial LLC21,780$2.76M1.73%+9,18013F-HRTimeline
Kentucky Trust Co21,705$2.75M1.32%-35313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…21,668$2.74M0.03%+3,88013F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC21,480$2.72M0.28%+1,11413F-HRTimeline
BLB&B Advisors, LLC21,457$2.72M0.1%-32213F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC21,451$2.72M0.08%+2,13613F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL21,413$2.71M1.03%013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC21,328$2.7M0.45%+4,40513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding21,151$2.68M-5,091Timeline
PURSUIT WEALTH STRATEGIES, LLC21,134$2.68M3.48%+3313F-HRTimeline
IEQ CAPITAL, LLC21,133$2.68M0.01%+26213F-HRTimeline
Jefferson Bridge Capital, LLC21,090$2.67M2.31%013F-HRTimeline
Strategic Blueprint, LLC20,938$2.65M0.13%+3,06213F-HRTimeline
TI-TRUST, INC20,915$2.65M1.42%+7813F-HRTimeline
GREENLEAF TRUST20,685$2.62M0.03%+40813F-HRTimeline
Vectors Research Management, LLC20,667$2.62M0.68%-29213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC20,570$2.6M0.26%-1,39513F-HRTimeline
Perigon Wealth Management, LLC20,484$2.59M0.04%+1,87213F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC20,471$2.59M0.02%+1,76213F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC20,718$2.59M0.09%-32813F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP20,451$2.59M0.17%new13F-HRTimeline
Community Bank & Trust, Waco, Texas20,369$2.58M0.46%-46413F-HRTimeline
LEE DANNER & BASS INC20,211$2.56M0.15%+713F-HRTimeline
Sound View Wealth Advisors Group, LLC20,061$2.54M0.16%-1,71913F-HRTimeline
Certified Advisory Corp20,048$2.54M0.2%-68313F-HRTimeline
Cannon Wealth Management Services, LLC19,826$2.51M1.37%-5113F-HRTimeline
Berkeley Capital Partners, LLC19,795$2.51M0.52%+55713F-HRTimeline
Victrix Investment Advisors19,746$2.5M1.05%+4,22613F-HRTimeline
Wealthspire Advisors, LLC19,524$2.47M0.01%+54413F-HRTimeline
Dougherty & Associates, LLC19,358$2.45M1.96%+40713F-HRTimeline
Ballast, Inc.19,358$2.45M0.46%+3,41013F-HRTimeline
AlphaCore Capital LLC19,354$2.45M0.05%+3,90613F-HRTimeline
Advanced Asset Management Advisors Inc19,349$2.45M0.64%013F-HRTimeline
WealthShield Partners, LLC19,310$2.44M0.37%-5,65913F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding19,309$2.44M-246Timeline
DRW Securities, LLC19,219$2.43M0.14%new13F-HRTimeline
V. M. MANNING & CO., INC.19,213$2.43M2.08%13F-HRTimeline
NORDEN GROUP LLC19,163$2.43M0.2%+2,01013F-HRTimeline
IHT Wealth Management, LLC19,153$2.42M0.05%-14113F-HRTimeline
Cornerstone Wealth Management, LLC18,986$2.4M0.1%+2,48113F-HRTimeline
GF FUND MANAGEMENT CO. LTD.18,978$2.4M0.03%new13F-HRTimeline
Davis Investment Partners, LLC18,953$2.4M0.73%-11413F-HRTimeline
T. Rowe Price Investment Management, In…18,928$2.4M<0.01%+4,92813F-HRTimeline
Ethic Inc.18,873$2.39M0.03%new13F-HRTimeline
Wagner Wealth Management, LLC18,864$2.39M0.44%+40213F-HRTimeline
Capital Investment Counsel, Inc18,864$2.39M0.26%+113F-HRTimeline
Cornerstone Planning, LLC18,807$2.38M0.55%+3713F-HRTimeline
Bison Wealth, LLC18,883$2.38M0.22%+12713F-HRTimeline
Rodgers Brothers Inc.18,778$2.38M0.23%-1,20013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC18,716$2.37M0.04%-71213F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP18,672$2.36M0.15%-4513F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co18,664$2.36M0.1%+1,30313F-HRTimeline
Argent Advisors, Inc.18,647$2.36M0.59%+21313F-HRTimeline
Symphony Financial, Ltd. Co.18,393$2.36M0.26%+1,97013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding18,423$2.35M+5,644Timeline
DOVER ADVISORS, LLC20,000$2.34M0.96%-91013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC18,500$2.34M0.04%+9,01413F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG18,471$2.34M0.02%+2,42913F-HRTimelineGroup
Measured Risk Portfolios, Inc.18,453$2.34M2.08%-1,00013F-HRTimeline
WEALTH ALLIANCE, LLC18,450$2.34M0.2%-25713F-HRTimeline
Qsemble Capital Management, LP18,429$2.33M0.3%-68,01413F-HRTimeline
Ledgewood Wealth Advisors, LLC18,404$2.33M1.24%013F-HRTimeline
WOLFF WIESE MAGANA LLC18,273$2.31M1.06%-5413F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…18,245$2.31M0.26%-7213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC18,167$2.3M0.37%+8313F-HRTimeline
Nicholas Hoffman & Company, LLC.18,043$2.28M0.05%-81713F-HRTimeline
PRIVATE TRUST CO NA17,855$2.26M0.18%-1,29913F-HRTimeline
WEDBUSH SECURITIES INC17,818$2.25M0.06%-1,49113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…17,802$2.25M0.04%-1,06013F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC17,668$2.24M0.27%+1,42213F-HRTimeline
Stamos Capital Partners, L.P.17,644$2.23M0.34%013F-HRTimeline
TSP Capital Management Group, LLC17,627$2.23M0.53%new13F-HRTimeline
Confluence Wealth Services, Inc.17,603$2.23M0.06%+3,03913F-HRTimeline
Compagnie Lombard Odier SCmA17,500$2.22M0.02%013F-HRTimeline
LANARK FINANCIAL, INC.17,498$2.21M0.15%+32313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC17,496$2.21M0.04%-1,27213F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT17,476$2.21M0.03%+77813F-HR/ATimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …17,291$2.19M0.26%-35613F-HRTimeline
Clear Trail Advisors, LLC17,282$2.19M0.33%+18813F-HRTimeline
Polymer Capital Management (US) LLC17,226$2.18M0.32%new13F-HRTimeline
Graves Light Lenhart Wealth, Inc.17,181$2.17M0.2%+79613F-HRTimeline
Cresset Asset Management, LLC17,146$2.17M0.01%+1,43313F-HRTimeline
Alchemi Wealth, LLC17,072$2.16M1.01%+1,13513F-HRTimeline
Wedmont Private Capital17,219$2.16M0.06%+1,01513F-HRTimeline
Lombard Odier Asset Management (Switzer…17,000$2.15M0.07%+2,50013F-HRTimeline
Modern Wealth Management, LLC16,984$2.15M0.03%+2,22013F-HRTimeline
COURIER CAPITAL LLC16,917$2.14M0.11%-16813F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC16,907$2.14M0.26%13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,879$2.14M0.03%+1,91413F-HRTimeline
Alaethes Wealth, LLC16,845$2.13M0.62%+4313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…16,828$2.13M0.18%13F-HRTimelineGroup
Generali Investments CEE, investicni sp…16,791$2.13M0.1%013F-HRTimeline
Cornell Pochily Investment Advisors, In…16,760$2.12M0.57%-18313F-HRTimeline
Garton & Associates Financial Advisors …16,757$2.12M4.8%+73713F-HRTimeline
Savvy Advisors, Inc.16,732$2.12M0.05%+1,96613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.16,714$2.12M0.01%+3,66013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC16,596$2.1M0.03%+1,37713F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC16,380$2.07M1.06%new13F-HRTimeline
SMITH, MOORE & CO.16,371$2.07M0.13%-15713F-HRTimeline
Bull Street Advisors, LLC16,348$2.07M0.94%+1,75013F-HRTimeline
Valeo Financial Advisors, LLC16,334$2.07M0.04%-3,19413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI16,290$2.06M0.09%-41,53513F-HRTimeline
Heritage Wealth Management, Inc.16,211$2.05M0.51%+313F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA16,199$2.05M1.06%-10013F-HRTimeline
Patrick Mauro Investment Advisor, INC.16,196$2.05M1.03%+21213F-HRTimeline