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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
Essex Financial Services, Inc.group of 2 filers holding23,667$2.89M+793Timeline
HOME FEDERAL BANK OF TENNESSEE23,585$2.88M0.85%013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC23,583$2.88M0.04%013F-HRTimeline
Schonfeld Strategic Advisors LLC23,566$2.87M0.02%-20,31413F-HRTimeline
BLB&B Advisors, LLC23,538$2.87M0.15%-41813F-HRTimeline
Griffith & Werner, Inc.23,535$2.87M1.78%+1,20413F-HRTimeline
NorthCoast Asset Management LLC23,468$2.86M0.01%+1,09213F-HR/ATimeline
KKM Financial LLC23,461$2.86M1.21%+74413F-HRTimeline
Rodgers Brothers Inc.23,442$2.86M0.38%-3313F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC23,439$2.86M1.32%+62713F-HRTimeline
FORTE CAPITAL LLC /ADV23,197$2.83M0.34%+56913F-HRTimeline
Empowered Funds, LLC23,162$2.83M0.04%+3,79713F-HRTimeline
IFP Advisors, Inc23,131$2.82M0.09%-41413F-HRTimeline
GTS SECURITIES LLC22,975$2.8M0.12%+18,28013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV22,928$2.8M0.39%-1613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…22,794$2.78M0.58%+1,60013F-HRTimeline
Kentucky Trust Co22,774$2.78M1.65%-3013F-HRTimeline
Federation des caisses Desjardins du Qu…22,765$2.78M0.01%+10,02213F-HRTimeline
Wealthspire Advisors, LLC22,761$2.78M0.02%-1,37713F-HRTimeline
Stiles Financial Services Inc22,666$2.76M1.06%+7413F-HRTimeline
Iowa State Bank22,614$2.76M0.59%-1,61713F-HRTimeline
Bank & Trust Co22,609$2.76M2.25%-63913F-HRTimeline
Empirical Financial Services, LLC d.b.a…22,609$2.76M0.07%+18,48813F-HRTimeline
Vinva Investment Management Ltd23,029$2.75M0.11%+1,03613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.22,531$2.75M1.54%-613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV22,488$2.74M0.22%+2313F-HRTimeline
LEE DANNER & BASS INC22,437$2.74M0.22%-80013F-HRTimeline
Sound View Wealth Advisors Group, LLC22,416$2.73M0.22%-8513F-HRTimeline
Cornerstone Capital, Inc.22,379$2.73M0.29%-22213F-HRTimeline
Dakota Wealth Management22,239$2.71M0.06%-7013F-HRTimeline
Berkeley Capital Partners, LLC21,955$2.68M0.74%+99613F-HRTimeline
Strategic Blueprint, LLC21,923$2.67M0.15%+1,18313F-HRTimeline
Holocene Advisors, LP21,862$2.67M0.01%-8,12213F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…21,734$2.65M<0.01%+20,60413F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.21,701$2.65M0.08%+55913F-HRTimeline
World Investment Advisors21,456$2.62M0.07%+1,74313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC21,422$2.61M1.62%+66113F-HRTimeline
Bison Wealth, LLC21,354$2.61M0.24%+16,82813F-HRTimeline
Hardin Capital Partners, LLC21,241$2.59M1.59%+28513F-HRTimeline
Rice Partnership, LLC21,176$2.58M0.53%new13F-HRTimeline
Cannon Wealth Management Services, LLC21,066$2.58M2.31%+1,53613F-HRTimeline
Cornerstone Wealth Group, LLC21,046$2.57M0.21%+23313F-HRTimeline
Delta Global Management LP20,926$2.55M0.18%new13F-HRTimeline
Patrick Mauro Investment Advisor, INC.20,904$2.55M1.39%-96813F-HRTimeline
HAMEL ASSOCIATES, INC.20,884$2.55M0.87%+1,40813F-HRTimeline
WEXFORD CAPITAL LP20,866$2.55M0.66%-41,50413F-HRTimeline
Engineers Gate Manager LP20,826$2.54M0.04%-134,69313F-HRTimeline
TI-TRUST, INC20,815$2.54M1.68%013F-HRTimeline
Modera Wealth Management, LLC20,696$2.52M0.03%-98913F-HRTimeline
Measured Risk Portfolios, Inc.20,693$2.52M2.71%-25713F-HRTimeline
apricus wealth, LLC20,651$2.52M1.5%+61513F-HRTimeline
Vectors Research Management, LLC20,529$2.5M0.88%+42413F-HRTimeline
DOVER ADVISORS, LLC20,485$2.5M1.09%+7,00213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC20,434$2.49M0.23%+9613F-HR/ATimeline
Adalta Capital Management LLC20,431$2.49M1.33%013F-HRTimeline
Clarkston Capital Partners, LLC20,210$2.47M0.05%-2013F-HRTimeline
Jaffetilchin Investment Partners, LLC20,207$2.46M0.18%-4813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO19,981$2.44M0.02%-89613F-HRTimelineGroup
TD Waterhouse Canada Inc.34,164$2.41M0.02%+9,22213F-HRTimeline
Successful Portfolios LLC19,707$2.4M1.63%013F-HRTimeline
Orange Investment Advisors, Inc.19,691$2.4M0.29%+3,39113F-HRTimeline
LVW Advisors, LLC19,646$2.4M0.29%+93813F-HRTimeline
Ashton Thomas Private Wealth, LLC19,558$2.39M0.09%+1,89213F-HRTimeline
Glenview Trust Co19,421$2.37M0.05%+24713F-HR/ATimeline
Advanced Asset Management Advisors Inc19,349$2.36M0.65%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC19,325$2.36M0.06%-2,29413F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.19,294$2.35M0.11%-18813F-HRTimeline
Leo Wealth, LLC19,284$2.35M0.34%-3,47113F-HRTimeline
GREENLEAF TRUST19,184$2.34M0.02%+45813F-HRTimeline
Certified Advisory Corp19,177$2.34M0.26%-15213F-HRTimeline
MFA WEALTH ADVISORS, LLC19,154$2.34M0.58%+43913F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …19,080$2.33M0.33%+66313F-HRTimeline
Mutual Advisors, LLC19,344$2.32M0.07%-1,69013F-HRTimeline
Te Ahumairangi Investment Management Ltd18,949$2.31M0.49%-1,50013F-HRTimeline
Vest Financial, LLC18,922$2.31M0.04%+8,01513F-HRTimeline
NORDEN GROUP LLC18,822$2.3M0.26%+26313F-HRTimeline
Compagnie Lombard Odier SCmA18,750$2.29M0.03%-1,00013F-HRTimeline
Good Life Advisors, LLC18,718$2.28M0.16%+1013F-HRTimeline
Foundations Investment Advisors, LLC18,672$2.28M0.04%-56713F-HRTimeline
Farther Finance Advisors, LLC18,798$2.28M0.06%+6,12013F-HRTimeline
Davis Investment Partners, LLC18,767$2.26M1%+1113F-HRTimeline
SMITH, MOORE & CO.18,555$2.26M0.21%-48013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC18,494$2.26M0.34%+64113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding18,492$2.26M+1,173Timeline
CAROLINAS WEALTH CONSULTING LLC18,483$2.25M0.48%-11,17513F-HRTimeline
AMG National Trust Bank18,450$2.25M0.06%+1,00413F-HRTimeline
Ledgewood Wealth Advisors, LLC18,404$2.24M1.45%013F-HRTimeline
Asio Capital, LLC18,389$2.24M0.43%-10,18413F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…18,272$2.23M0.22%-74813F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC18,235$2.22M0.08%+4,32813F-HRTimeline
Nicholas Hoffman & Company, LLC.18,224$2.22M0.08%-2,14113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
1832 Asset Management L.P.18,207$2.22M<0.01%-6,99813F-HRTimeline
Hartford Financial Management Inc.18,183$2.22M0.46%013F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…18,495$2.21M0.07%013F-HRTimelineGroup
Siemens Fonds Invest GmbH18,063$2.2M0.15%-14313F-HRTimeline
Ipswich Investment Management Co., Inc.17,987$2.19M0.54%+21513F-HRTimeline
Graves Light Lenhart Wealth, Inc.17,951$2.19M0.27%-2413F-HRTimeline
Mechanics Bank Trust Department17,933$2.19M0.3%-2,01113F-HRTimeline
Moloney Securities Asset Management, LLC17,899$2.18M0.3%-1,75713F-HRTimeline
Community Bank & Trust, Waco, Texas17,878$2.18M0.51%+8213F-HRTimeline
Verdence Capital Advisors LLC17,837$2.18M0.17%-8213F-HRTimeline
Ranch Capital Advisors Inc.17,805$2.17M1.03%+1,45813F-HRTimeline
Argent Advisors, Inc.17,712$2.16M0.72%+36313F-HRTimeline
Heritage Wealth Management, Inc.17,700$2.16M0.73%-13913F-HRTimeline
Old Port Advisors17,700$2.16M0.64%-8113F-HRTimeline
AssuredPartners Investment Advisors, LLC17,685$2.16M0.42%-54613F-HRTimeline
SIGNATUREFD, LLC17,643$2.15M0.04%+28213F-HRTimeline
WEALTH ALLIANCE, LLC17,623$2.15M0.26%+20613F-HRTimeline
IHT Wealth Management, LLC17,601$2.15M0.07%-1,65513F-HRTimeline
TSP Capital Management Group, LLC17,593$2.15M0.71%+713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC17,494$2.13M0.47%+5413F-HRTimeline
Cornell Pochily Investment Advisors, In…17,438$2.13M0.75%-1213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.17,301$2.11M0.12%+1,22913F-HR/ATimelineGroup
Platform Technology Partners17,283$2.11M0.61%+46713F-HRTimeline
Valeo Financial Advisors, LLC17,274$2.11M0.06%-2,06813F-HRTimeline
WEDBUSH SECURITIES INC17,231$2.1M0.08%+29113F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP17,218$2.1M0.15%-4613F-HRTimelineGroup
WOLFF WIESE MAGANA LLC17,135$2.09M1.42%+45213F-HRTimeline
Cordgrass Capital Advisors, LLC17,023$2.08M0.59%+1,46613F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.17,021$2.08M0.02%-9113F-HRTimeline
LONDON CO OF VIRGINIA16,961$2.07M0.01%013F-HRTimeline
RFG Advisory, LLC16,904$2.06M0.06%+2,12713F-HRTimeline
Fiduciary Alliance LLC16,893$2.06M0.2%+1,35213F-HRTimeline
SWS Partners16,762$2.04M0.67%-60913F-HR/ATimeline
MILLER HOWARD INVESTMENTS INC /NY16,649$2.03M0.06%+1,35013F-HRTimeline
Randolph Co Inc16,647$2.03M0.24%-1,33113F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co16,596$2.02M0.08%+6813F-HRTimelineGroup
MITCHELL MCLEOD PUGH & WILLIAMS INC16,570$2.02M0.42%+16113F-HRTimeline
Summit Trail Advisors, LLC16,521$2.02M0.07%+2,73413F-HRTimeline
Hanson & Doremus Investment Management16,429$2M0.29%+1,60313F-HRTimeline
Curi Capital, LLC16,377$2M0.05%+97113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC16,356$1.99M0.84%+59313F-HRTimeline
CITY HOLDING CO16,354$1.99M0.28%+7013F-HRTimeline
RMR Wealth Builders16,288$1.99M0.21%+69413F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC16,166$1.97M0.72%-44213F-HRTimeline
FIRST MANHATTAN CO. LLC.16,132$1.97M0.01%-97013F-HRTimeline
Stamos Capital Partners, L.P.16,120$1.97M0.51%-4,79013F-HRTimeline
Advisory Alpha, LLC15,973$1.95M0.07%+1113F-HR/ATimeline
BRADLEY FOSTER & SARGENT INC/CT15,953$1.95M0.03%-913F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…16,255$1.94M0.3%+52613F-HRTimeline
Integrated Advisors Network LLC15,913$1.94M0.1%-13413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,840$1.93M0.05%-1,15513F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG15,833$1.93M0.02%013F-HRTimelineGroup
Ballast, Inc.15,782$1.92M0.54%-5713F-HRTimeline
Prosperity Consulting Group, LLC15,730$1.92M0.15%-69113F-HRTimeline
First National Trust Co15,646$1.91M0.08%-40613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY15,600$1.9M0.39%+45013F-HRTimeline
Trust Investment Advisors15,588$1.9M1.22%+1,95113F-HRTimeline
PRIVATE TRUST CO NA15,572$1.9M0.2%-35913F-HRTimeline
Hartford Funds Management Co LLC15,548$1.9M0.17%-4413F-HRTimeline
Generali Investments CEE, investicni sp…15,521$1.89M0.18%013F-HRTimeline
WealthTrust Axiom LLC15,506$1.89M0.58%-29913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…15,500$1.89M0.17%-1713F-HRTimeline
RAHLFS CAPITAL, LLC15,416$1.88M1.88%-3013F-HRTimeline
GAM Holding AGin group GAM Holding AG15,349$1.87M0.15%new13F-HRTimelineGroup
COURIER CAPITAL LLC15,301$1.87M0.12%-10313F-HRTimeline
MassMutual Private Wealth & Trust, FSB15,250$1.86M0.05%-6,34613F-HRTimeline
Confluence Wealth Services, Inc.15,302$1.86M0.12%+4513F-HRTimeline
Qtron Investments LLC15,179$1.85M0.28%+1,47313F-HRTimeline
Horizon Investments, LLC15,178$1.85M0.06%+63613F-HRTimeline
Armor Investment Advisors, LLC15,168$1.85M0.77%-38013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC15,107$1.84M0.07%-42613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC15,071$1.84M0.02%-9,40313F-HRTimelineGroup
PARK NATIONAL CORP /OH/15,069$1.84M0.07%-1,27813F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC15,014$1.83M0.59%+1,29813F-HRTimeline
Wagner Wealth Management, LLC14,985$1.83M0.46%+22913F-HRTimeline
Lineweaver Wealth Advisors, LLC14,936$1.82M0.31%+1,30713F-HRTimeline
Marks Group Wealth Management, Inc14,908$1.82M0.17%+21013F-HRTimeline
Caprock Group, LLC14,842$1.81M0.06%+3,01413F-HRTimeline
Bull Street Advisors, LLC14,823$1.81M0.87%-11513F-HRTimeline
First County Bank /CT/14,811$1.81M1%-51913F-HRTimeline
Nepsis Inc.14,751$1.8M0.44%-41,19613F-HRTimeline
Parcion Private Wealth LLC14,743$1.8M0.15%013F-HRTimeline
NJ State Employees Deferred Compensatio…14,733$1.8M0.23%013F-HRTimeline
Private Wealth Partners, LLC14,707$1.79M0.15%-37513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding14,661$1.79M+1,274Timeline
Compound Planning, Inc.14,629$1.78M0.08%+1,33713F-HRTimeline
EARNEST PARTNERS LLC14,597$1.78M0.01%-24113F-HRTimeline
Wealth Dimensions Group, Ltd.14,457$1.76M0.42%-5613F-HRTimeline
Smartleaf Asset Management LLC14,718$1.76M0.17%+2,66013F-HRTimeline
Morningstar Investment Management LLCgroup of 2 filers holding14,339$1.75M-26,971Timeline
Cornerstone Wealth Management, LLC14,298$1.74M0.12%+22413F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP14,285$1.74M0.01%-84513F-HRTimeline
Grandview Asset Management LLC14,135$1.72M0.65%+8613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC14,087$1.72M0.33%-2,21413F-HRTimeline
Cresset Asset Management, LLC14,080$1.72M0.01%-19513F-HRTimeline
NTV Asset Management LLC14,059$1.71M0.23%-1,27713F-HRTimeline
Providence First Trust Co14,054$1.71M0.7%-58713F-HRTimeline
Meridian Wealth Management, LLC14,033$1.71M0.08%+34013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.14,009$1.71M0.02%-36613F-HRTimelineGroup
Norway Savings Bank13,999$1.71M0.97%-86913F-HRTimeline
Wedmont Private Capital14,354$1.71M0.09%+51013F-HRTimeline
Alpha Omega Wealth Management LLC13,972$1.7M0.33%+94713F-HRTimeline
QUADRANT CAPITAL GROUP LLC13,971$1.7M0.06%+6,69813F-HRTimeline
Capital Investment Counsel, Inc13,954$1.7M0.25%+58113F-HRTimeline
MSH Capital Advisors LLC13,846$1.69M0.52%+1,80913F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC13,810$1.68M0.01%-5,26513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC13,800$1.68M0.45%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC13,784$1.68M0.19%+76713F-HRTimelineGroup
MUFG SECURITIES AMERICAS INC.13,736$1.68M0.19%+2,33313F-HRTimeline