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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,233 managers (2,272 13F filers) reported a position in DUK shares at 2025-06-30, 531,873,273 shares in all. 125 filers opened a position and 119 filers sold out during the quarter.

Managers
2,233
13F filers
2,272
New
125
Added
1,031
Reduced
747
Sold out
119
Shares held by filers
531,873,273

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GREENWOOD CAPITAL ASSOCIATES LLC25,588$3.02M0.38%-6,41113F-HRTimeline
MGO ONE SEVEN LLC25,541$3.01M0.1%+50813F-HRTimeline
WealthShield Partners, LLC25,453$3M0.36%+8013F-HRTimeline
Leo Wealth, LLC25,355$2.99M0.23%+6,07113F-HRTimeline
HAMEL ASSOCIATES, INC.25,214$2.98M1.01%+4,33013F-HRTimeline
United Community Bankin group United Community Bank25,161$2.97M1.02%+33513F-HRTimelineGroup
Live Oak Private Wealth LLC25,055$2.96M0.44%-42313F-HRTimeline
Counterweight Ventures, LLC24,998$2.95M1.93%+41913F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC24,994$2.95M0.19%013F-HRTimeline
EQUITABLE TRUST CO24,918$2.94M0.15%-31613F-HRTimeline
WEXFORD CAPITAL LP24,821$2.93M0.82%+3,95513F-HRTimeline
Evercore Wealth Management, LLC24,810$2.93M0.05%-2613F-HRTimeline
IFP Advisors, Inc23,662$2.92M0.08%+53113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC24,685$2.91M0.25%-7613F-HRTimeline
Shoker Investment Counsel, Inc.24,503$2.89M0.91%-713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding24,425$2.88M-2,959Timeline
Grant Private Wealth Management Inc24,415$2.88M1.63%+19,06013F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA24,404$2.88M1.53%+13013F-HRTimeline
Empowered Funds, LLC24,399$2.88M0.03%+1,23713F-HRTimeline
JARISLOWSKY, FRASER Ltd24,383$2.88M0.02%013F-HRTimeline
1832 Asset Management L.P.24,371$2.88M0.01%+6,16413F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding24,353$2.87M+686Timeline
Aspire Private Capital, LLC24,269$2.86M0.67%-19413F-HRTimeline
CULLINAN ASSOCIATES INC24,244$2.86M0.19%-66813F-HRTimeline
Prime Capital Investment Advisors, LLC24,082$2.84M0.04%-3,10213F-HRTimeline
Wealth Group, Ltd.23,942$2.83M2.8%-2,84013F-HRTimeline
Strategic Blueprint, LLC23,923$2.82M0.14%+2,00013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…23,913$2.82M0.52%+1,11913F-HRTimeline
Drucker Wealth 3.0, LLC24,080$2.82M0.54%-6,89113F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC23,671$2.79M1.18%+23213F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE23,585$2.78M0.79%013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC23,583$2.78M0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…23,521$2.77M0.01%+75613F-HRTimeline
Stiles Financial Services Inc23,463$2.77M0.96%+79713F-HRTimeline
World Investment Advisors23,453$2.77M0.06%+1,99713F-HRTimeline
Rodgers Brothers Inc.23,442$2.77M0.35%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.22,531$2.75M1.54%013F-HRTimeline
Sargent Investment Group, LLC21,928$2.75M0.37%+13,07413F-HRTimeline
OSSIAM23,263$2.75M0.03%+16,94413F-HRTimeline
FORTE CAPITAL LLC /ADV22,988$2.71M0.29%-20913F-HRTimeline
Wealthspire Advisors, LLC22,729$2.68M0.02%-3213F-HRTimeline
Bank & Trust Co22,726$2.68M2.12%+11713F-HRTimeline
BLB&B Advisors, LLC22,675$2.68M0.13%-86313F-HRTimeline
Cornerstone Wealth Group, LLC22,620$2.67M0.2%+1,57413F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV22,623$2.67M0.36%-30513F-HRTimeline
Drake & Associates, LLC22,480$2.65M0.65%+10,04713F-HRTimeline
Kentucky Trust Co22,431$2.65M1.52%-34313F-HRTimeline
AMG National Trust Bank22,239$2.62M0.07%+3,78913F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL22,113$2.61M1.15%-5,24013F-HRTimeline
Iowa State Bank22,022$2.6M0.52%-59213F-HRTimeline
Sound View Wealth Advisors Group, LLC21,958$2.59M0.19%-45813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV21,931$2.59M0.19%-55713F-HRTimeline
Modera Wealth Management, LLC21,930$2.59M0.03%+1,23413F-HRTimeline
Bison Wealth, LLC21,854$2.57M0.2%+50013F-HRTimeline
Mutual Advisors, LLC21,396$2.57M0.06%+2,05213F-HRTimeline
LEE DANNER & BASS INC21,712$2.56M0.2%-72513F-HRTimeline
apricus wealth, LLC21,711$2.56M1.49%+1,06013F-HRTimeline
HARBOUR INVESTMENTS, INC.21,371$2.52M0.06%-33013F-HRTimeline
VESTOR CAPITAL, LLC11,951$2.51M0.19%+10,56513F-HRTimeline
Hardin Capital Partners, LLC21,100$2.51M1.47%-14113F-HRTimeline
Berkeley Capital Partners, LLC21,120$2.49M0.63%-83513F-HRTimeline
TI-TRUST, INC20,855$2.46M1.65%+4013F-HRTimeline
Delta Global Management LP20,833$2.46M0.16%-9313F-HRTimeline
Asio Capital, LLC20,800$2.45M0.41%+2,41113F-HRTimeline
Trexquant Investment LP20,768$2.45M0.03%-16,18613F-HRTimeline
LVW Advisors, LLC20,746$2.45M0.27%+1,10013F-HRTimeline
Adalta Capital Management LLC20,696$2.44M1.23%+26513F-HRTimeline
TD Waterhouse Canada Inc.20,549$2.44M0.02%-13,61513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO20,678$2.44M0.02%+69713F-HRTimelineGroup
Vectors Research Management, LLC20,308$2.4M0.82%-22113F-HRTimeline
Jaffetilchin Investment Partners, LLC20,237$2.39M0.16%+3013F-HRTimeline
Clarkston Capital Partners, LLC20,210$2.38M0.05%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC20,210$2.38M0.19%-22413F-HRTimeline
V. M. MANNING & CO., INC.19,394$2.38M2.63%13F-HRTimeline
Measured Risk Portfolios, Inc.20,015$2.36M2.64%-67813F-HRTimeline
Te Ahumairangi Investment Management Ltd19,909$2.35M0.42%+96013F-HRTimeline
Davis Investment Partners, LLC19,598$2.33M0.83%+83113F-HRTimeline
Successful Portfolios LLC19,701$2.32M1.43%-613F-HRTimeline
Summit Trail Advisors, LLC19,665$2.32M0.04%+3,14413F-HRTimeline
Cannon Wealth Management Services, LLC19,597$2.31M1.89%-1,46913F-HRTimeline
DOVER ADVISORS, LLC19,588$2.31M1.02%-89713F-HRTimeline
WOLVERINE TRADING, LLC19,624$2.29M0.06%+7,86713F-HRTimeline
Stamos Capital Partners, L.P.19,425$2.29M0.41%+3,30513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…19,390$2.29M0.21%+1,11813F-HRTimelineGroup
Advanced Asset Management Advisors Inc19,349$2.28M0.62%013F-HRTimeline
M Holdings Securities, Inc.19,498$2.28M0.39%+9,31813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …19,244$2.27M0.31%+16413F-HRTimeline
Certified Advisory Corp19,203$2.27M0.24%+2613F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.19,182$2.26M0.1%-11213F-HRTimeline
Dakota Wealth Management19,164$2.26M0.05%-3,07513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC19,136$2.26M0.05%-18913F-HRTimeline
NORDEN GROUP LLC19,055$2.25M0.24%+23313F-HRTimeline
WEDBUSH SECURITIES INC19,003$2.24M0.08%+1,77213F-HRTimeline
GREENLEAF TRUST18,955$2.24M0.02%-22913F-HRTimeline
Old Port Advisors18,944$2.24M0.61%+1,24413F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP18,868$2.23M0.15%+1,65013F-HRTimelineGroup
Compagnie Lombard Odier SCmA18,750$2.21M0.03%013F-HRTimeline
Union Bancaire Privee, UBP SA23,003$2.21M0.03%-35,57213F-HRTimeline
Ranch Capital Advisors Inc.18,676$2.2M0.96%+87113F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding18,632$2.2M+140Timeline
Nicholas Hoffman & Company, LLC.18,582$2.19M0.06%+35813F-HRTimeline
SIGNATUREFD, LLC18,548$2.19M0.04%+90513F-HRTimeline
Verdence Capital Advisors LLC18,513$2.18M0.15%+67613F-HRTimeline
Parallax Volatility Advisers, L.P.18,507$2.18M0.09%new13F-HRTimeline
Ledgewood Wealth Advisors, LLC18,404$2.17M1.37%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.18,384$2.17M0.26%+43313F-HRTimeline
WEALTH ALLIANCE, LLC18,326$2.16M0.24%+70313F-HRTimeline
Moloney Securities Asset Management, LLC18,291$2.16M0.27%+39213F-HRTimeline
GAMMA Investing LLC18,189$2.15M0.14%+4,55313F-HRTimeline
Foundations Investment Advisors, LLC18,182$2.15M0.03%-49013F-HRTimeline
Community Bank & Trust, Waco, Texas18,166$2.14M0.49%+28813F-HRTimeline
Good Life Advisors, LLC18,139$2.14M0.13%-57913F-HRTimeline
Summit Financial, LLC18,124$2.14M0.05%+6,05613F-HRTimeline
Platform Technology Partners18,120$2.14M0.56%+83713F-HRTimeline
Argent Advisors, Inc.18,069$2.13M0.66%+35713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC18,000$2.12M0.43%+50613F-HRTimeline
Ipswich Investment Management Co., Inc.17,987$2.12M0.51%013F-HRTimeline
BANK OZK17,890$2.11M0.81%+6,13613F-HRTimeline
Valeo Financial Advisors, LLC17,697$2.09M0.05%+42313F-HR/ATimeline
SMITH, MOORE & CO.17,696$2.09M0.18%-85913F-HRTimeline
Siemens Fonds Invest GmbH17,639$2.08M0.12%-42413F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY17,586$2.08M0.07%+93713F-HRTimeline
RMR Wealth Builders17,534$2.07M0.19%+1,24613F-HRTimeline
Cornell Pochily Investment Advisors, In…17,407$2.05M0.67%-3113F-HRTimeline
MFA WEALTH ADVISORS, LLC17,318$2.04M0.48%-1,83613F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC17,227$2.03M0.24%-1,26713F-HRTimeline
MUFG SECURITIES AMERICAS INC.17,226$2.03M0.17%+3,49013F-HRTimeline
Callan Family Office, LLC17,216$2.03M0.06%+9,01713F-HRTimeline
RFG Advisory, LLC17,195$2.03M0.05%+29113F-HRTimeline
COURIER CAPITAL LLC17,099$2.02M0.12%+1,79813F-HRTimeline
IHT Wealth Management, LLC17,056$2.01M0.06%-54513F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY17,050$2.01M0.42%+1,45013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…17,046$2.01M0.28%+79113F-HRTimeline
WOLFF WIESE MAGANA LLC16,998$2.01M1.24%-13713F-HRTimeline
LONDON CO OF VIRGINIA16,961$2M0.01%013F-HRTimeline
Curi Capital, LLC16,910$2M0.04%+53313F-HRTimeline
Simplicity Wealth,LLC16,693$1.97M0.08%+9,45513F-HRTimeline
Heritage Wealth Management, Inc.16,687$1.97M0.64%-1,01313F-HRTimeline
Y-Intercept (Hong Kong) Ltd16,661$1.97M0.05%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC16,516$1.95M0.36%-5413F-HRTimeline
FIRST MANHATTAN CO. LLC.16,488$1.95M0.01%+35613F-HRTimeline
Mechanics Bank Trust Department16,451$1.94M0.28%-1,48213F-HRTimeline
HUB Investment Partners, LLC16,395$1.93M0.07%+2,93713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT16,367$1.93M0.03%+41413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,333$1.93M0.09%-96813F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.16,316$1.93M<0.01%-30,98113F-HRTimelineGroup
CITY HOLDING CO16,307$1.92M0.25%-4713F-HRTimeline
QUADRANT CAPITAL GROUP LLC16,144$1.9M0.07%+2,17313F-HRTimeline
Cordgrass Capital Advisors, LLC16,136$1.9M0.51%-88713F-HRTimeline
Hartford Funds Management Co LLC16,132$1.9M0.16%+58413F-HR/ATimeline
Lineweaver Wealth Advisors, LLC16,113$1.9M0.3%+1,17713F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding16,106$1.9M+1,445Timeline
SWS Partners16,076$1.9M0.51%-68613F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC15,972$1.88M0.65%-19413F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC15,957$1.88M0.19%+2,17313F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC15,932$1.88M0.07%-2,30313F-HRTimeline
Advisory Alpha, LLC15,902$1.88M0.06%-7113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP15,896$1.88M0.04%+5613F-HRTimeline
Keeler Thomas Management LLC15,879$1.87M0.81%new13F-HRTimeline
Ballast, Inc.15,849$1.87M0.49%+6713F-HR/ATimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG15,833$1.87M0.02%013F-HRTimelineGroup
PRIVATE TRUST CO NA15,810$1.87M0.18%+23813F-HRTimeline
TOWER BRIDGE ADVISORS15,703$1.85M0.2%+3,17513F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC15,578$1.84M0.01%+6,03013F-HRTimeline
Wagner Wealth Management, LLC15,531$1.83M0.42%+54613F-HRTimeline
Generali Investments CEE, investicni sp…15,521$1.83M0.15%013F-HRTimeline
First National Trust Co15,436$1.82M0.07%-21013F-HRTimeline
GAM Holding AGin group GAM Holding AG15,388$1.82M0.13%+3913F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC15,300$1.81M0.18%-108,07913F-HRTimeline
Confluence Wealth Services, Inc.15,287$1.8M0.1%-1513F-HRTimeline
Cornerstone Capital, Inc.15,264$1.8M0.19%-7,11513F-HRTimeline
RAHLFS CAPITAL, LLC15,216$1.8M1.64%-20013F-HRTimeline
Integrated Advisors Network LLC15,213$1.8M0.08%-70013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments15,194$1.79M0.11%+8,06813F-HRTimelineGroup
EARNEST PARTNERS LLC15,175$1.79M0.01%+57813F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…15,164$1.79M0.14%+7,56213F-HRTimelineGroup
Prosperity Consulting Group, LLC15,132$1.79M0.13%-59813F-HRTimeline
Plan Group Financial, LLC15,066$1.78M0.58%+1,89913F-HRTimeline
AssuredPartners Investment Advisors, LLC15,036$1.77M0.43%-2,64913F-HRTimeline
Gibson Wealth Advisors LLC15,000$1.77M1.32%+2,00013F-HRTimeline
Symphony Financial, Ltd. Co.14,945$1.77M0.23%new13F-HR/ATimeline
Capital Investment Counsel, Inc14,947$1.76M0.23%+99313F-HRTimeline
NORTHCAPE WEALTH MANAGEMENT, LLC14,923$1.76M0.54%-9113F-HRTimeline
Patrick Mauro Investment Advisor, INC.14,913$1.76M1%-5,99113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.14,886$1.76M0.02%-2,13513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…14,850$1.75M0.03%+3,86813F-HRTimelineGroup
PARK NATIONAL CORP /OH/14,839$1.75M0.06%-23013F-HRTimeline
WealthTrust Axiom LLC14,830$1.75M0.51%-67613F-HRTimeline
Wedmont Private Capital14,929$1.75M0.07%+57513F-HRTimeline
Bull Street Advisors, LLC14,823$1.75M0.84%013F-HRTimeline
AGP FRANKLIN, LLC14,817$1.75M0.92%+1,25113F-HRTimeline
Parcion Private Wealth LLC14,757$1.74M0.12%+1413F-HRTimeline
NJ State Employees Deferred Compensatio…14,733$1.74M0.21%013F-HRTimeline
Private Wealth Partners, LLC14,655$1.73M0.13%-5213F-HRTimeline
DIVERSIFIED TRUST CO14,610$1.72M0.04%+3,18013F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP14,585$1.72M0.01%+30013F-HRTimeline
Cornerstone Wealth Management, LLC14,550$1.72M0.1%+25213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO14,502$1.71M0.38%+1,62913F-HRTimeline
INSPIRE TRUST CO, N.A.14,500$1.71M0.35%+2,50013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC14,487$1.71M0.31%+40013F-HRTimeline