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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,429 managers (2,483 13F filers) reported a position in DUK shares at 2026-03-31, 540,962,781 shares in all. 197 filers opened a position and 108 filers sold out during the quarter.

Managers
2,429
13F filers
2,483
New
197
Added
1,094
Reduced
828
Sold out
108
Shares held by filers
540,962,781

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Convergence Financial, LLC28,248$3.7M0.39%+13,77713F-HRTimeline
Avidian Wealth Enterprises, LLC28,041$3.67M0.12%+21,26113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT28,041$3.67M0.41%+4213F-HRTimeline
Retirement Planning Group, LLC27,536$3.61M0.11%-1,26313F-HRTimeline
Griffith & Werner, Inc.27,456$3.6M1.78%+1,39313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC27,446$3.59M0.12%-2913F-HRTimelineGroup
EQUITABLE TRUST CO27,431$3.59M0.17%+3,04313F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding27,384$3.59M+3,035Timeline
Empirical Financial Services, LLC d.b.a…26,952$3.53M0.06%-1,62413F-HRTimeline
Morningstar Investment Management LLCin group Morningstar Investment Manage…26,772$3.51M0.22%+4,67313F-HRTimelineGroup
Stiles Financial Services Inc26,554$3.48M1.06%+1,12113F-HRTimeline
PROFUND ADVISORS LLC26,530$3.47M0.13%-12,07213F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC26,428$3.46M1.66%+1,83313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC26,362$3.45M0.37%-14,92013F-HRTimelineGroup
Wealthcare Advisory Partners LLCgroup of 2 filers holding26,242$3.44M+592Timeline
Wilmington Savings Fund Society, FSB26,105$3.42M0.08%+52313F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT26,073$3.41M0.22%-3,85113F-HRTimeline
CHEMUNG CANAL TRUST CO26,071$3.41M0.69%-44813F-HRTimeline
AXQ CAPITAL, LP26,038$3.41M0.44%+14,74213F-HRTimeline
Moran Wealth Management, LLC26,013$3.41M0.1%+1,85913F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC25,929$3.4M0.31%13F-HRTimelineGroup
NAPLES GLOBAL ADVISORS, LLC25,873$3.39M0.25%+85113F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC25,846$3.38M0.21%+3913F-HRTimeline
Tradewinds, LLC.26,305$3.38M1.09%+54713F-HRTimeline
Smartleaf Asset Management LLC25,543$3.36M0.12%+1,15313F-HRTimeline
TD Waterhouse Canada Inc.26,799$3.35M0.01%+8,69213F-HRTimeline
Wealth Group, Ltd.25,569$3.35M3.12%+1,83313F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC25,816$3.34M1.2%+2,33513F-HRTimeline
Meridian Wealth Management, LLC25,348$3.32M0.12%+9,30813F-HRTimeline
ROWLANDMILLER & PARTNERS.ADV25,248$3.31M0.67%-53813F-HRTimeline
Aspire Private Capital, LLC25,071$3.28M0.74%+1213F-HRTimeline
RMR Wealth Builders24,984$3.27M0.26%+3,11713F-HRTimeline
WealthShield Partners, LLC24,969$3.27M0.36%-54313F-HRTimeline
Verdence Capital Advisors LLC24,912$3.26M0.19%+1,95513F-HRTimeline
Fulton Bank, N.A.24,417$3.2M0.11%-70313F-HRTimeline
Mill Capital Management, LLC24,327$3.19M0.24%-1,65913F-HRTimeline
Counterweight Ventures, LLC24,203$3.17M1.78%-66213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV24,124$3.16M0.19%+30313F-HRTimeline
Evercore Wealth Management, LLC24,084$3.15M0.05%-50313F-HRTimeline
TWIN CAPITAL MANAGEMENT INC23,966$3.14M0.4%-7,29013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding23,896$3.13M-373Timeline
GAMMA Investing LLC23,856$3.12M0.15%+3,40513F-HRTimeline
WCG Wealth Advisors LLC23,767$3.11M0.09%+1,06213F-HRTimeline
Brooklyn Investment Group23,664$3.1M0.1%+6,09413F-HRTimeline
SEGALL BRYANT & HAMILL, LLC23,583$3.09M0.04%013F-HR/ATimeline
GAM Holding AGin group GAM Holding AG23,517$3.08M0.27%-16,05413F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB23,449$3.07M0.08%-46713F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY23,400$3.06M0.6%+1,35013F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…23,303$3.05M0.09%new13F-HRTimelineGroup
Live Oak Private Wealth LLC23,269$3.05M0.42%-92113F-HRTimeline
HUB Investment Partners, LLC23,220$3.04M0.07%+5,56513F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE23,177$3.03M0.76%-15413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST22,758$2.98M0.28%-34813F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.22,591$2.96M0.02%+48713F-HRTimeline
Bank & Trust Co22,569$2.96M1.99%-21513F-HRTimeline
North Dakota State Investment Board22,537$2.95M0.13%-4,14413F-HRTimeline
Ranch Capital Advisors Inc.22,530$2.95M1.08%+1,61313F-HRTimeline
Brick & Kyle, Associates22,495$2.95M0.97%-3,09413F-HRTimeline
Adalta Capital Management LLC22,475$2.94M1.41%+25013F-HRTimeline
apricus wealth, LLC22,236$2.91M1.42%-13513F-HRTimeline
Mutual Advisors, LLC22,209$2.91M0.06%+1,44213F-HRTimeline
Siemens Fonds Invest GmbH22,168$2.9M0.17%+4313F-HRTimeline
Hardin Capital Partners, LLC22,072$2.89M1.34%+92913F-HRTimeline
Kentucky Trust Co22,058$2.89M1.51%-12313F-HRTimeline
DELTA FINANCIAL ADVISORS LLC22,052$2.89M0.75%+1,52413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.22,029$2.88M1.34%new13F-HRTimeline
SIGNATUREFD, LLC22,025$2.88M0.04%+1,48413F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV21,998$2.88M0.38%-22913F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC21,965$2.88M0.32%-5,83113F-HRTimeline
Sound View Wealth Advisors Group, LLC21,780$2.85M0.19%-4813F-HRTimeline
BLB&B Advisors, LLC21,779$2.85M0.12%+33413F-HRTimeline
Shoker Investment Counsel, Inc.21,572$2.82M0.84%-3,38013F-HRTimeline
MILLER HOWARD INVESTMENTS INC /NY21,445$2.81M0.08%+1,64413F-HRTimeline
Compound Planning, Inc.21,420$2.8M0.09%+1,38913F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL21,413$2.8M1.18%013F-HRTimeline
PINEBRIDGE INVESTMENTS LLC21,288$2.79M0.02%-32,68313F-HRTimeline
Summit Financial, LLC21,204$2.78M0.04%+2,74613F-HRTimeline
Cornerstone Wealth Group, LLC22,083$2.78M0.18%-70413F-HRTimeline
Platform Technology Partners21,186$2.77M0.54%+69713F-HRTimeline
Plan Group Financial, LLC21,147$2.77M0.65%+2,28313F-HRTimeline
OmniStar Financial Group, Inc.21,136$2.77M1.43%+10,46513F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC21,101$2.76M3.84%-4113F-HRTimeline
Jefferson Bridge Capital, LLC21,090$2.76M2.74%013F-HRTimeline
MFA WEALTH ADVISORS, LLC21,057$2.76M0.54%+1,85113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC21,046$2.76M0.11%-10013F-HRTimeline
Vectors Research Management, LLC20,959$2.74M0.8%-3913F-HRTimeline
DOVER ADVISORS, LLC20,910$2.74M1.13%-42213F-HRTimeline
IEQ CAPITAL, LLC20,871$2.73M0.01%+1,34413F-HRTimeline
TI-TRUST, INC20,837$2.73M1.62%013F-HRTimeline
Community Bank & Trust, Waco, Texas20,833$2.73M0.54%+97213F-HRTimeline
Lineweaver Wealth Advisors, LLC20,798$2.72M0.37%+68613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding20,737$2.72M-1,962Timeline
Certified Advisory Corp20,731$2.71M0.24%+28813F-HRTimeline
Entropy Technologies, LP20,373$2.67M0.12%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC20,366$2.67M0.33%new13F-HRTimeline
GREENLEAF TRUST20,277$2.66M0.03%-45113F-HRTimeline
LEE DANNER & BASS INC20,204$2.65M0.17%-26313F-HRTimeline
Rodgers Brothers Inc.19,978$2.62M0.3%+2,10013F-HRTimeline
Cannon Wealth Management Services, LLC19,877$2.6M1.76%+28413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding19,600$2.57M+6,046Timeline
Meeder Advisory Services, Inc.group of 2 filers holding19,555$2.56M+1,997Timeline
Valeo Financial Advisors, LLC19,528$2.56M0.06%-52213F-HRTimeline
Measured Risk Portfolios, Inc.19,453$2.55M2.81%+63813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC19,428$2.54M0.05%+80413F-HRTimeline
Advanced Asset Management Advisors Inc19,349$2.53M0.7%013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC19,315$2.53M0.08%+1,95313F-HRTimeline
WEDBUSH SECURITIES INC19,309$2.53M0.07%-1,00313F-HRTimeline
IHT Wealth Management, LLC19,294$2.53M0.06%+1,96413F-HRTimeline
Patriot Financial Group Insurance Agenc…19,276$2.52M0.14%+10,08013F-HRTimeline
Berkeley Capital Partners, LLC19,238$2.52M0.58%+1,32913F-HRTimeline
PRIVATE TRUST CO NA19,154$2.51M0.22%+1213F-HRTimeline
Jaffetilchin Investment Partners, LLC19,154$2.51M0.15%-44413F-HRTimeline
RDA Financial Network19,116$2.5M0.63%+1,49713F-HRTimeline
Davis Investment Partners, LLC19,067$2.5M0.88%+1113F-HRTimeline
Advisory Alpha, LLC19,042$2.49M0.07%+2,80813F-HRTimeline
Wealthspire Advisors, LLC18,980$2.49M0.02%-7,60413F-HRTimeline
Dougherty & Associates, LLC18,951$2.48M2.28%+26613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,896$2.47M0.13%-5,59313F-HRTimelineGroup
Capital Investment Counsel, Inc18,863$2.47M0.3%+4,29113F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…18,862$2.47M0.05%-4913F-HRTimelineGroup
Nicholas Hoffman & Company, LLC.18,860$2.47M0.06%+2113F-HRTimeline
Cornerstone Planning, LLC18,770$2.46M0.55%+4,64113F-HRTimeline
Callan Family Office, LLC18,768$2.46M0.06%-80613F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP18,717$2.45M0.17%-4313F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC18,709$2.45M0.02%-27713F-HRTimelineGroup
WEALTH ALLIANCE, LLC18,707$2.45M0.24%-11613F-HRTimeline
Perigon Wealth Management, LLC18,612$2.44M0.04%+3,27913F-HRTimeline
Wagner Wealth Management, LLC18,462$2.42M0.49%+1,05513F-HRTimeline
Argent Advisors, Inc.18,434$2.41M0.66%-19213F-HRTimeline
Ledgewood Wealth Advisors, LLC18,404$2.41M1.36%013F-HRTimeline
WOLFF WIESE MAGANA LLC18,327$2.4M1.32%+18013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…18,317$2.4M0.29%+90313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC18,084$2.37M0.43%+3313F-HRTimeline
Engineers Gate Manager LP18,035$2.36M0.03%new13F-HRTimeline
SWS Partners18,018$2.36M0.58%+70813F-HRTimeline
Holocene Advisors, LP17,975$2.35M0.01%new13F-HRTimeline
Strategic Blueprint, LLC17,876$2.34M0.14%+40613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…17,788$2.33M0.03%-1,77313F-HRTimelineGroup
Bison Wealth, LLC18,756$2.32M0.23%+39813F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…17,710$2.32M0.21%13F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …17,647$2.31M0.3%-2,05813F-HRTimeline
Stamos Capital Partners, L.P.17,644$2.31M0.36%-2,32013F-HRTimeline
Compagnie Lombard Odier SCmA17,500$2.29M0.03%-1,25013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC17,465$2.29M0.05%+9,89613F-HRTimeline
Pine Valley Investments Ltd Liability Co17,361$2.27M0.11%+14,68613F-HRTimeline
LANARK FINANCIAL, INC.17,175$2.25M0.17%+1,31113F-HRTimeline
NORDEN GROUP LLC17,153$2.25M0.22%-30213F-HRTimeline
Clear Trail Advisors, LLC17,094$2.24M0.37%+31913F-HRTimeline
COURIER CAPITAL LLC17,085$2.24M0.13%-10113F-HR/ATimeline
LONDON CO OF VIRGINIA16,961$2.22M0.01%013F-HRTimeline
Cornell Pochily Investment Advisors, In…16,943$2.22M0.65%-35513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC16,923$2.22M0.44%+80413F-HRTimeline
Alaethes Wealth, LLC16,802$2.2M0.63%+9713F-HRTimeline
Generali Investments CEE, investicni sp…16,791$2.2M0.12%013F-HRTimeline
Ipswich Investment Management Co., Inc.16,750$2.19M0.51%-14013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT16,698$2.19M0.04%+1,11913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.16,598$2.17M<0.01%+4,63313F-HRTimelineGroup
SMITH, MOORE & CO.16,528$2.16M0.16%-63113F-HRTimeline
Cordgrass Capital Advisors, LLC16,515$2.16M0.51%+27813F-HRTimeline
Cornerstone Wealth Management, LLC16,505$2.16M0.11%+53013F-HRTimeline
Graves Light Lenhart Wealth, Inc.16,385$2.15M0.22%-24413F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA16,299$2.13M1.44%+6113F-HRTimeline
Symphony Financial, Ltd. Co.16,423$2.13M0.28%+61413F-HRTimeline
Keeler Thomas Management LLC16,291$2.13M0.9%-75513F-HRTimeline
Wedmont Private Capital16,204$2.13M0.07%+78113F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC16,246$2.13M0.31%+613F-HRTimeline
Heritage Wealth Management, Inc.16,208$2.12M1.05%-46313F-HRTimeline
Curi Capital, LLC16,159$2.12M0.04%+95713F-HRTimeline
Marks Group Wealth Management, Inc16,124$2.11M0.2%-28413F-HRTimeline
Trust Co of the South16,093$2.11M0.34%+69613F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT16,064$2.1M0.03%+2913F-HR/ATimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG16,042$2.1M0.02%+20913F-HRTimelineGroup
Garton & Associates Financial Advisors …16,020$2.1M1.72%-3,13613F-HRTimeline
INSPIRE TRUST CO, N.A.16,000$2.1M0.32%-3,00013F-HRTimeline
Patrick Mauro Investment Advisor, INC.15,984$2.09M1.05%+2,25613F-HRTimeline
Ballast, Inc.15,948$2.09M0.48%+15813F-HRTimeline
Alchemi Wealth, LLC15,937$2.09M1.16%+33013F-HRTimeline
MidFirst Bank15,833$2.07M0.17%-1,61213F-HRTimeline
Cresset Asset Management, LLC15,713$2.06M0.01%+1,06113F-HRTimeline
Cornerstone Capital, Inc.15,584$2.04M0.2%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC15,566$2.04M0.15%-1,00913F-HRTimelineGroup
Victrix Investment Advisors15,520$2.03M0.74%+1,25013F-HRTimeline
AlphaCore Capital LLC15,448$2.02M0.05%-4,70313F-HRTimeline
Successful Portfolios LLC15,407$2.02M1.11%-1513F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,411$2.02M0.06%-11,53513F-HR/ATimeline
Kovack Advisors, Inc.15,410$2.02M0.11%+6,54913F-HRTimeline
First National Trust Co15,374$2.01M0.07%-1713F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC15,319$2.01M0.63%-29913F-HRTimeline
Center for Wealth Management Advisory15,291$2M1.44%+15513F-HRTimeline
InTrack Investment Management Inc15,288$2M1.14%+1513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RKL Wealth Management LLC15,259$2M0.18%+57013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC15,219$1.99M0.03%new13F-HRTimeline
Signal Advisors Wealth, LLC15,186$1.99M0.14%+12,09213F-HRTimeline
Integrated Advisors Network LLC15,181$1.99M0.1%+41513F-HRTimeline
Gibson Wealth Advisors LLC15,000$1.96M1.32%013F-HRTimeline
Hanson & Doremus Investment Management14,995$1.96M0.23%+2,28213F-HRTimeline
RAHLFS CAPITAL, LLC14,986$1.96M1.44%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,965$1.96M0.04%-52013F-HRTimeline
CITY HOLDING CO14,908$1.95M0.24%-50513F-HRTimeline
Grandview Asset Management LLC14,870$1.95M0.57%+5713F-HRTimeline