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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
FourThought Financial Partners, LLC24,486$2.64M0.27%+3,17013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC24,474$2.64M0.02%-31313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC24,465$2.64M0.07%13F-HRTimeline
CGN Advisors LLC24,443$2.63M0.26%+34813F-HRTimeline
Stonegate Investment Group, LLC24,326$2.62M0.07%-2,25113F-HRTimeline
Bleakley Financial Group, LLC24,286$2.62M0.08%+58213F-HRTimeline
Iowa State Bank24,231$2.61M0.54%-49913F-HRTimeline
Wealthspire Advisors, LLC24,138$2.6M0.03%-1,48813F-HRTimeline
Counterweight Ventures, LLC24,108$2.6M1.84%+51813F-HRTimeline
BLB&B Advisors, LLC23,956$2.58M0.13%+2,70313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC23,932$2.58M0.19%-1,02013F-HRTimelineGroup
Shoker Investment Counsel, Inc.23,918$2.58M0.87%+37713F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE23,585$2.54M0.75%-25013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC23,583$2.54M0.03%013F-HRTimeline
IFP Advisors, Inc23,545$2.54M0.08%-5,16613F-HRTimeline
Rodgers Brothers Inc.23,475$2.53M0.33%-1,30013F-HRTimeline
Bank & Trust Co23,248$2.5M2.1%-42613F-HRTimeline
LEE DANNER & BASS INC23,237$2.5M0.2%+30913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP23,078$2.49M0.07%new13F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV22,944$2.47M0.34%-10613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding22,874$2.46M-511Timeline
Wealth Group, Ltd.22,861$2.46M1.59%-2913F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC22,812$2.46M1.15%13F-HRTimeline
Kentucky Trust Co22,804$2.46M1.44%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,794$2.46M0.02%+57913F-HRTimelineGroup
Leo Wealth, LLC22,755$2.45M0.22%+4,56513F-HRTimeline
KKM Financial LLC22,717$2.45M1.02%+1,13413F-HRTimeline
FORTE CAPITAL LLC /ADV22,628$2.44M0.27%-23813F-HRTimeline
Cornerstone Capital, Inc.22,601$2.44M0.26%-4,21713F-HRTimeline
Stiles Financial Services Inc22,592$2.43M0.88%+99013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.22,537$2.43M1.37%-1,15213F-HRTimeline
Sound View Wealth Advisors Group, LLC22,501$2.42M0.2%+31113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22,465$2.42M0.2%+7513F-HRTimeline
NorthCoast Asset Management LLC22,376$2.41M0.01%+1,04213F-HR/ATimeline
Griffith & Werner, Inc.22,331$2.41M1.59%13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich22,300$2.4M0.01%new13F-HRTimeline
Dakota Wealth Management22,309$2.4M0.06%-1,10913F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC20,761$2.39M1.41%13F-HRTimeline
Point72 Hong Kong Ltd22,115$2.38M0.15%new13F-HRTimeline
Vinva Investment Management Ltd21,993$2.37M0.09%+9,72613F-HRTimeline
Patrick Mauro Investment Advisor, INC.21,872$2.36M1.35%+5113F-HRTimeline
Modera Wealth Management, LLC21,685$2.34M0.03%-56113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC21,619$2.33M0.05%-54913F-HRTimeline
MassMutual Private Wealth & Trust, FSB21,596$2.33M0.07%-18813F-HRTimeline
Mutual Advisors, LLC21,034$2.29M0.07%-51013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…21,194$2.28M0.49%+18913F-HRTimeline
HARBOUR INVESTMENTS, INC.21,142$2.28M0.07%-12213F-HRTimeline
Berkeley Capital Partners, LLC20,959$2.26M0.63%+13813F-HRTimeline
Hardin Capital Partners, LLC20,956$2.26M1.36%+1,53513F-HRTimeline
Measured Risk Portfolios, Inc.20,950$2.26M2.51%13F-HRTimeline
Stamos Capital Partners, L.P.20,910$2.25M0.53%-7,69013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO20,877$2.25M0.02%-3,17313F-HRTimelineGroup
TI-TRUST, INC20,815$2.24M1.5%-3913F-HRTimeline
Cornerstone Wealth Group, LLC20,813$2.24M0.18%+61013F-HRTimeline
Strategic Blueprint, LLC20,740$2.23M0.13%+63213F-HRTimeline
SVB WEALTH LLC20,713$2.23M0.04%new13F-HRTimeline
Cannon Wealth Management Services, LLC19,530$2.21M1.91%+26513F-HRTimeline
Te Ahumairangi Investment Management Ltd20,449$2.2M0.46%-2,90013F-HRTimeline
Adalta Capital Management LLC20,431$2.2M1.15%+60013F-HRTimeline
Nicholas Hoffman & Company, LLC.20,365$2.19M0.09%-69213F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
KINGSWOOD WEALTH ADVISORS, LLC20,338$2.19M0.16%-11,26113F-HRTimeline
Jaffetilchin Investment Partners, LLC20,255$2.18M0.16%+2,38613F-HRTimeline
Clarkston Capital Partners, LLC20,230$2.18M0.04%+2013F-HRTimeline
Vectors Research Management, LLC20,105$2.17M0.74%+3,19713F-HRTimeline
apricus wealth, LLC20,036$2.16M1.4%+15013F-HRTimeline
Mechanics Bank Trust Department19,944$2.15M0.29%-5713F-HRTimeline
Compagnie Lombard Odier SCmA19,750$2.13M0.03%013F-HRTimeline
World Investment Advisors19,713$2.12M0.06%+10,81613F-HRTimeline
Successful Portfolios LLC19,707$2.12M1.42%013F-HRTimeline
Moloney Securities Asset Management, LLC19,656$2.12M0.28%-5913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group19,620$2.11M0.26%-6,01513F-HRTimelineGroup
PHYSICIANS FINANCIAL SERVICES, INC.19,574$2.11M0.64%+5313F-HRTimeline
Qsemble Capital Management, LP19,570$2.11M0.28%new13F-HRTimeline
WealthShield Partners, LLC19,536$2.1M0.3%-18713F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.19,482$2.1M0.09%+47713F-HRTimeline
HAMEL ASSOCIATES, INC.19,476$2.1M0.68%-7113F-HRTimeline
Empowered Funds, LLC19,365$2.09M0.03%+2,76413F-HRTimeline
Advanced Asset Management Advisors Inc19,349$2.08M0.55%013F-HRTimeline
Valeo Financial Advisors, LLC19,342$2.08M0.06%-6413F-HRTimeline
Certified Advisory Corp19,329$2.08M0.23%+27813F-HRTimeline
IHT Wealth Management, LLC19,256$2.07M0.07%-3,03613F-HRTimeline
Foundations Investment Advisors, LLC19,239$2.07M0.04%+2,23713F-HRTimeline
Glenview Trust Co19,174$2.07M0.04%-30413F-HRTimeline
Bison Wealth, LLC19,101$2.06M0.45%-8,76213F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC19,075$2.06M0.01%-16,81413F-HRTimeline
SMITH, MOORE & CO.19,035$2.05M0.19%+55413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…19,020$2.05M0.2%+2913F-HRTimelineGroup
GREENLEAF TRUST18,726$2.02M0.02%-19913F-HRTimeline
MFA WEALTH ADVISORS, LLC18,715$2.02M0.52%+1,63913F-HRTimeline
Good Life Advisors, LLC18,708$2.02M0.15%-1,11213F-HRTimeline
LVW Advisors, LLC18,708$2.02M0.25%+75413F-HRTimeline
FIRST MANHATTAN CO. LLC.17,102$2.01M0.01%+5,87113F-HRTimeline
NORDEN GROUP LLC18,559$2M0.23%+40113F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…18,495$1.99M0.06%-13513F-HRTimelineGroup
Davis Investment Partners, LLC18,756$1.99M0.84%+1313F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …18,417$1.98M0.28%13F-HRTimeline
Ledgewood Wealth Advisors, LLC18,404$1.98M1.28%013F-HRTimeline
AssuredPartners Investment Advisors, LLC18,231$1.96M0.38%13F-HRTimeline
Siemens Fonds Invest GmbH18,206$1.96M0.13%+11,94413F-HR/ATimeline
Hartford Financial Management Inc.18,183$1.96M0.4%013F-HRTimeline
Randolph Co Inc17,978$1.94M0.22%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.17,975$1.94M0.24%-3313F-HRTimeline
Verdence Capital Advisors LLC17,919$1.93M0.16%+2,66613F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.17,910$1.93M0.35%+8,17113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC17,853$1.92M0.27%-77713F-HRTimeline
Heritage Wealth Management, Inc.17,839$1.92M0.64%-7213F-HRTimeline
Community Bank & Trust, Waco, Texas17,796$1.92M0.44%+1,61913F-HRTimeline
Old Port Advisors17,781$1.92M0.55%+8113F-HRTimeline
Ipswich Investment Management Co., Inc.17,772$1.91M0.46%-19313F-HRTimeline
Raleigh Capital Management Inc.17,715$1.91M0.74%-42113F-HRTimeline
Ashton Thomas Private Wealth, LLC17,666$1.9M0.07%+4,98013F-HRTimeline
TSP Capital Management Group, LLC17,586$1.89M0.64%+713F-HRTimeline
GWN SECURITIES INC.17,219$1.89M0.51%13F-HRTimeline
Cornell Pochily Investment Advisors, In…17,450$1.88M0.66%+613F-HRTimeline
AMG National Trust Bank17,446$1.88M0.05%-86013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,440$1.88M0.42%+3513F-HRTimeline
WEALTH ALLIANCE, LLC17,417$1.88M0.22%-25113F-HRTimeline
SWS Partners17,371$1.87M0.57%+74413F-HRTimeline
SIGNATUREFD, LLC17,361$1.87M0.04%+1,03513F-HRTimeline
Argent Advisors, Inc.17,349$1.87M0.69%+27713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding17,319$1.87M+2,336Timeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP17,264$1.86M0.12%-5313F-HRTimelineGroup
Vise Technologies, Inc.17,249$1.86M0.15%+4,90413F-HRTimeline
Allianz SEgroup of 2 filers holding17,190$1.85M+1,631Timeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.17,112$1.84M0.02%-7,12913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP16,995$1.83M0.04%-38413F-HRTimeline
LONDON CO OF VIRGINIA16,961$1.83M0.01%013F-HRTimeline
WEDBUSH SECURITIES INC16,940$1.82M0.07%+1,24413F-HRTimeline
Platform Technology Partners16,816$1.81M0.55%+26513F-HRTimeline
Essential Planning, LLC.15,850$1.81M0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC16,683$1.8M1.19%+34513F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC16,608$1.79M0.65%-37313F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co16,528$1.78M0.07%-7013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd16,508$1.78M0.12%+81513F-HRTimeline
Prosperity Consulting Group, LLC16,421$1.77M0.13%+1,04113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC16,409$1.77M0.37%-37813F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…16,244$1.77M0.1%+49413F-HRTimeline
PARK NATIONAL CORP /OH/16,347$1.76M0.06%+12513F-HRTimeline
Ranch Capital Advisors Inc.16,347$1.76M0.83%+57013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC16,301$1.76M0.32%013F-HRTimeline
Orange Investment Advisors, Inc.16,300$1.76M0.2%+12813F-HRTimeline
CITY HOLDING CO16,284$1.75M0.25%-2,57813F-HRTimeline
Summit Financial, LLC16,072$1.73M0.06%+7,95713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,072$1.73M0.1%+92713F-HR/ATimelineGroup
First National Trust Co16,052$1.73M0.06%-36013F-HRTimeline
Integrated Advisors Network LLC16,047$1.73M0.08%-21113F-HRTimeline
Victrix Investment Advisors16,046$1.73M1.25%13F-HRTimeline
Advisory Alpha, LLC15,962$1.72M0.06%-83013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT15,962$1.72M0.03%+18313F-HRTimeline
PRIVATE TRUST CO NA15,931$1.72M0.18%+1,40813F-HRTimeline
Ballast, Inc.15,839$1.71M0.49%+19313F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG15,833$1.71M0.02%013F-HRTimelineGroup
WealthTrust Axiom LLC15,805$1.7M0.51%-10313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC15,763$1.7M0.67%-90813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…15,729$1.69M0.25%+44213F-HRTimeline
RMR Wealth Builders15,594$1.68M0.17%+1,22213F-HR/ATimeline
Hartford Funds Management Co LLC15,592$1.68M0.15%-27413F-HRTimeline
Cordgrass Capital Advisors, LLC15,557$1.68M0.49%+13413F-HRTimeline
Armor Investment Advisors, LLC15,548$1.68M0.69%-1,10113F-HRTimeline
Fiduciary Alliance LLC15,541$1.67M0.17%+8,85313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC15,533$1.67M0.06%+12913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,517$1.67M0.14%-1,110,09013F-HRTimeline
Generali Investments CEE, investicni sp…15,521$1.67M0.17%13F-HRTimeline
Confluence Wealth Services, Inc.15,257$1.67M0.11%-1,07213F-HRTimeline
RAHLFS CAPITAL, LLC15,446$1.66M1.65%13F-HR/ATimeline
Curi Capital, LLC15,406$1.66M0.04%+71613F-HRTimeline
COURIER CAPITAL LLC15,404$1.66M0.11%-19313F-HRTimeline
NTV Asset Management LLC15,336$1.65M0.22%+31713F-HRTimeline
First County Bank /CT/15,330$1.65M0.92%-1,92013F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY15,299$1.65M0.05%+22613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC15,217$1.64M0.03%+1,24713F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY15,150$1.63M0.33%+3,15013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP15,130$1.63M0.01%-6013F-HRTimeline
Private Wealth Partners, LLC15,082$1.62M0.12%-90013F-HRTimeline
Symphony Financial, Ltd. Co.14,672$1.62M0.26%-2,23113F-HRTimeline
Bull Street Advisors, LLC14,938$1.61M0.78%-14013F-HRTimeline
Norway Savings Bank14,868$1.6M0.89%-54013F-HRTimeline
OSSIAM14,844$1.6M0.03%+6,51813F-HRTimeline
EARNEST PARTNERS LLC14,838$1.6M0.01%-35413F-HRTimeline
Hanson & Doremus Investment Management14,826$1.6M0.25%-1,13613F-HRTimeline
RFG Advisory, LLC14,777$1.59M0.05%-15713F-HRTimeline
Wagner Wealth Management, LLC14,756$1.59M0.41%+48513F-HRTimeline
Parcion Private Wealth LLC14,743$1.59M0.12%013F-HRTimeline
NJ State Employees Deferred Compensatio…14,733$1.59M0.19%013F-HRTimeline
Marks Group Wealth Management, Inc14,698$1.58M0.16%-4,98513F-HRTimeline
Providence First Trust Co14,641$1.58M0.59%+12,44113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK14,633$1.58M0.05%+5,96713F-HRTimelineGroup
Horizon Investments, LLC14,542$1.57M0.04%+38613F-HRTimeline
Corundum Group, Inc.14,531$1.57M0.58%new13F-HRTimeline
Wealth Dimensions Group, Ltd.14,513$1.56M0.38%+5313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.14,375$1.55M0.02%+64313F-HRTimelineGroup
Cresset Asset Management, LLC14,275$1.54M0.01%-37,23413F-HRTimeline
CHEMUNG CANAL TRUST CO14,260$1.54M0.32%+11513F-HRTimeline
AlphaQuest LLC14,087$1.52M0.2%-46213F-HRTimeline
Cornerstone Wealth Management, LLC14,074$1.52M0.1%+1,43613F-HRTimeline
Formidable Asset Management, LLC14,053$1.51M0.25%-37613F-HRTimeline
Grandview Asset Management LLC14,049$1.51M0.56%+78313F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC13,907$1.5M0.06%+913F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC13,800$1.49M0.41%-1,10013F-HRTimeline
Summit Trail Advisors, LLC13,787$1.49M0.05%+5,45813F-HRTimeline