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
MidFirst Bank16,163$2.05M0.15%+33013F-HRTimeline
Ipswich Investment Management Co., Inc.16,063$2.03M0.43%-68713F-HRTimeline
InTrack Investment Management Inc16,012$2.03M1%+72413F-HRTimeline
INSPIRE TRUST CO, N.A.16,000$2.03M0.28%013F-HRTimeline
LONDON CO OF VIRGINIA15,979$2.02M0.01%-98213F-HRTimeline
Keeler Thomas Management LLC15,972$2.02M0.72%-31913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.15,945$2.02M0.01%+1,42513F-HRTimelineGroup
Apella Capital, LLC15,585$2M0.03%+2,38113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.15,779$2M0.01%-6,81213F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,778$2M0.05%+36713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT15,721$1.99M0.03%-34313F-HRTimeline
Center for Wealth Management Advisory15,541$1.97M1.23%+25013F-HRTimeline
New Republic Capital, LLC15,482$1.96M0.45%+10,24013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,415$1.95M0.05%-13,08413F-HRTimelineGroup
Cornerstone Capital, Inc.15,317$1.94M0.17%-26713F-HRTimeline
Curi Capital, LLC15,295$1.94M0.03%-86413F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC15,272$1.93M0.57%-4713F-HRTimeline
Successful Portfolios LLC15,407$1.93M0.9%013F-HRTimeline
Integrated Advisors Network LLC15,150$1.92M0.09%-3113F-HRTimeline
Trust Co of the South15,003$1.9M0.27%-1,09013F-HRTimeline
RAHLFS CAPITAL, LLC14,986$1.9M1.39%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,975$1.9M0.12%+74513F-HRTimeline
TWO SIGMA SECURITIES, LLC14,892$1.89M0.16%new13F-HRTimeline
United Community Bankin group United Community Bank14,888$1.88M0.58%+1813F-HRTimelineGroup
Parcion Private Wealth LLC14,810$1.87M0.1%-3413F-HRTimeline
RKL Wealth Management LLC14,714$1.86M0.15%-54513F-HRTimeline
ALERUS FINANCIAL NA14,691$1.86M0.08%+8,94313F-HRTimeline
VestGen Advisors, LLC14,689$1.86M0.05%-60113F-HRTimeline
CITY HOLDING CO14,639$1.85M0.21%-26913F-HRTimeline
SIMPLEX TRADING, LLC14,605$1.85M0.05%new13F-HRTimeline
Weaver Capital Management LLC14,069$1.84M0.41%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC14,537$1.84M0.27%-1013F-HRTimeline
Tema ETFs LLC14,485$1.83M0.06%+1,30513F-HRTimeline
Grandview Asset Management LLC14,483$1.83M0.46%-38713F-HRTimeline
Cordgrass Capital Advisors, LLC14,448$1.83M0.68%-2,06713F-HRTimeline
Biltmore Family Office, LLC14,429$1.83M0.24%013F-HRTimeline
BFSG, LLC14,406$1.82M0.16%+8913F-HRTimeline
TRUST CO OF VERMONT14,323$1.81M0.07%13F-HRTimeline
MSH Capital Advisors LLC14,264$1.81M0.31%+2313F-HRTimeline
Highview Capital Management LLC/DE/14,177$1.79M0.52%+88513F-HRTimeline
OXFORD ASSET MANAGEMENT LLP14,171$1.79M0.88%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthTrust Axiom LLC14,158$1.79M0.4%-24213F-HRTimeline
Ballentine Partners, LLC14,134$1.79M0.02%+3,48013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC14,118$1.79M0.05%-13,32813F-HRTimelineGroup
ROI Financial Advisors, LLC14,083$1.78M0.92%-17113F-HRTimeline
Dakota Wealth Management14,081$1.78M0.03%+10013F-HRTimeline
NTV Asset Management LLC14,067$1.78M0.17%-11813F-HRTimeline
Private Wealth Partners, LLC14,013$1.77M0.13%-47813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO13,997$1.77M0.44%-25013F-HRTimeline
Hanson & Doremus Investment Management13,945$1.76M0.18%-1,05013F-HRTimeline
Portside Wealth Group, LLC13,911$1.76M0.21%+83613F-HRTimeline
AGP FRANKLIN, LLC13,860$1.75M0.76%+1,25013F-HRTimeline
Marks Group Wealth Management, Inc13,694$1.73M0.15%-2,43013F-HRTimeline
CAXTON ASSOCIATES LLP13,660$1.73M0.03%+10,78613F-HRTimeline
AssuredPartners Investment Advisors, LLC13,646$1.73M0.17%+62013F-HRTimeline
Meridian Financial Partners LLC13,885$1.73M0.59%-23413F-HRTimeline
JT Stratford LLC13,626$1.72M0.19%+12913F-HRTimeline
LOM Asset Management Ltd13,600$1.72M0.44%-14313F-HRTimeline
Raleigh Capital Management Inc.13,555$1.72M0.55%+26413F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…13,525$1.71M0.02%013F-HRTimeline
NVWM, LLC13,504$1.71M0.34%-9213F-HRTimeline
PARK NATIONAL CORP /OH/13,483$1.71M0.05%-36213F-HRTimeline
Jacobi Capital Management LLC13,478$1.71M0.08%+10613F-HRTimeline
Patten Group, Inc.13,478$1.71M0.27%+98613F-HRTimeline
AVIVA PLCin group AVIVA PLC13,450$1.7M<0.01%+23713F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC13,356$1.69M0.11%-2,21013F-HRTimelineGroup
Wealth Dimensions Group, Ltd.13,296$1.68M0.3%+50113F-HRTimeline
Hartford Funds Management Co LLC13,204$1.67M0.13%-69813F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP13,149$1.66M<0.01%-879,02013F-HRTimelineGroup
Williams Jones Wealth Management, LLC.13,119$1.66M0.02%-21413F-HRTimeline
Welch Group, LLC13,082$1.66M0.06%+27513F-HRTimeline
TCW GROUP INCin group TCW GROUP INC13,081$1.66M0.01%+22913F-HRTimelineGroup
Safe Harbor Fiduciary, LLC13,078$1.66M1.29%+44913F-HRTimeline
Gibson Wealth Advisors LLC13,000$1.65M1.03%-2,00013F-HRTimeline
Armor Investment Advisors, LLC12,981$1.64M0.53%-65213F-HRTimeline
Orca Wealth Management, LLC12,909$1.63M0.98%-2513F-HRTimeline
Parallel Advisors, LLC12,905$1.63M0.02%+47313F-HRTimeline
Kennondale Capital Management LLC12,865$1.63M1.09%013F-HRTimeline
Cassia Capital Partners, LLC12,856$1.63M0.79%-613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC12,823$1.62M0.12%-25513F-HRTimeline
Aaron Wealth Advisors LLC12,793$1.62M0.08%+2,45513F-HRTimeline
Premier Fund Managers Ltd12,500$1.6M0.15%013F-HRTimeline
DOLIVER ADVISORS, LP12,648$1.6M0.36%+55113F-HRTimeline
Arbor Investment Advisors, LLC12,647$1.6M0.18%+6,73213F-HRTimeline
DIVERSIFIED TRUST CO12,644$1.6M0.03%+46213F-HRTimeline
Columbia Asset Management12,624$1.6M0.28%-52013F-HRTimeline
ZWJ INVESTMENT COUNSEL INC12,593$1.59M0.05%+10413F-HRTimeline
Keystone Financial Group12,585$1.59M0.09%+68213F-HRTimeline
Focus Financial Network, Inc.12,562$1.59M0.05%-72013F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.12,547$1.59M0.71%+58813F-HRTimeline
SYON CAPITAL LLC12,526$1.59M0.07%+1,97213F-HRTimeline
MTM Investment Management, LLC12,516$1.58M0.45%-12013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,484$1.58M0.03%-60913F-HRTimelineGroup
Everhart Financial Group, Inc.12,468$1.58M0.1%-5813F-HRTimeline
NovaPoint Capital, LLC12,467$1.58M0.33%+73313F-HRTimeline
First National Trust Co12,440$1.57M0.05%-2,93413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12,440$1.57M0.02%-25613F-HRTimelineGroup
Carnegie Investment Counsel12,422$1.57M0.03%+49613F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC12,391$1.57M<0.01%013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC12,407$1.57M0.05%+14613F-HRTimelineGroup
Allen Capital Group, LLC12,386$1.57M0.13%-16413F-HRTimeline
HBK Sorce Advisory LLC12,668$1.56M0.03%+1,57013F-HRTimeline
Frank, Rimerman Advisors LLC12,333$1.56M0.09%+4,06113F-HRTimeline
Pullen Investment Management, LLC12,307$1.56M0.72%+17613F-HRTimeline
Norway Savings Bank12,266$1.55M0.65%-11513F-HRTimeline
Souders Financial Advisors12,253$1.55M0.16%-22613F-HRTimeline
TOWNSQUARE CAPITAL LLC12,220$1.55M0.28%+55013F-HRTimeline
MBL Wealth, LLC12,184$1.54M0.11%+25913F-HRTimeline
Claro Advisors Inc.12,181$1.54M0.16%+13513F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding12,148$1.54M-1,027Timeline
EXCALIBUR MANAGEMENT CORP12,143$1.54M0.51%+7513F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP12,103$1.53M0.01%-65313F-HRTimeline
Penobscot Investment Management Company…12,091$1.53M0.11%-6013F-HRTimeline
DANSKE BANK A/S12,087$1.53M<0.01%+2,70013F-HRTimeline
Point Windward Advisors Inc.12,013$1.52M0.67%+37313F-HRTimeline
O'Keefe Stevens Advisory, Inc.11,998$1.52M0.31%+38213F-HRTimeline
ADVISORTRUST PARTNERS, LLC11,998$1.52M0.52%+98513F-HRTimeline
RFG Advisory, LLC11,978$1.52M0.02%+39013F-HRTimeline
Man Group plcin group Man Group plc11,973$1.52M<0.01%-2,52813F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC11,958$1.51M0.15%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC11,961$1.51M0.11%+3,46213F-HRTimelineGroup
Cascades Capital Asset Management, LLC11,920$1.51M0.56%+2,41413F-HRTimeline
RETIREMENT GUYS FORMULA LLC11,905$1.51M0.57%+74413F-HRTimeline
Alpha Omega Wealth Management LLC11,877$1.5M0.23%-1413F-HRTimeline
EARNEST PARTNERS LLC11,872$1.5M0.01%-27713F-HRTimeline
LVW Advisors, LLC11,871$1.5M0.13%+16313F-HRTimeline
Mystic Asset Management, Inc.11,819$1.5M0.32%-1213F-HRTimeline
Candriam S.C.A.11,786$1.49M0.01%+39413F-HRTimeline
1ST SOURCE BANK11,756$1.49M0.07%-34713F-HRTimeline
LifePlan Financial, LLC11,736$1.49M1.04%+9013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC11,683$1.48M0.46%-46213F-HRTimeline
CLOUGH CAPITAL PARTNERS L Pin group CLOUGH CAPITAL PARTNERS L P11,662$1.48M0.12%-48,86013F-HRTimelineGroup
Chesley Taft & Associates LLC11,633$1.47M0.06%+33213F-HRTimeline
Segment Wealth Management, LLC11,622$1.47M0.08%+76413F-HRTimeline
Drucker Wealth 3.0, LLC11,605$1.47M0.23%-15713F-HRTimeline
Ausdal Financial Partners, Inc.11,600$1.47M0.06%+1913F-HRTimeline
Balboa Wealth Partners11,590$1.47M0.2%-1,48213F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP11,593$1.47M0.04%-11913F-HRTimeline
MainStreet Investment Advisors LLC11,573$1.46M0.2%+1,11413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,565$1.46M0.03%+14613F-HRTimeline
Bellecapital International Ltd.11,553$1.46M0.23%013F-HRTimeline
Comprehensive Financial Consultants Ins…11,547$1.46M0.39%+1,34713F-HRTimeline
Kenora Financial, LLC11,492$1.45M0.45%+58013F-HRTimeline
Ethos Financial Group, LLC11,427$1.45M0.1%-3,10713F-HRTimeline
Rollins Financial Advisors, LLC11,427$1.45M0.19%+2,04513F-HRTimeline
LCNB CORP11,397$1.44M0.44%-7513F-HRTimeline
Crestwood Advisors Group, LLC11,357$1.44M0.02%+2,08213F-HRTimeline
SBI Okasan Asset Management Co.Ltd.11,200$1.44M0.05%013F-HRTimeline
Trust Investment Advisors11,349$1.44M0.69%+413F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC11,314$1.43M0.19%+73213F-HRTimeline
LMG Wealth Partners, LLC11,293$1.43M0.23%013F-HRTimeline
Hexagon Capital Partners LLC11,291$1.43M0.2%+1,57513F-HRTimeline
Widmann Financial Services, Inc.11,249$1.42M0.76%-14913F-HRTimeline
Elyxium Wealth, LLC11,204$1.42M0.15%new13F-HRTimeline
OUTFITTERS FINANCIAL LLC11,190$1.42M0.99%013F-HRTimeline
Qtron Investments LLC11,187$1.42M0.19%-1,79613F-HRTimeline
Greenfield Savings Bank11,152$1.41M0.54%-8013F-HRTimeline
Mesirow Financial Investment Management…11,103$1.41M0.02%-10713F-HRTimeline
Mechanics Bank Trust Department11,062$1.4M0.17%-1,54013F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC10,879$1.38M0.67%-67313F-HRTimeline
RIA Advisory Group LLC10,834$1.37M0.3%+79813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC10,831$1.37M0.37%+5313F-HRTimeline
CFS Investment Advisory Services, LLC10,565$1.37M0.09%+713F-HRTimeline
Larson Financial Group LLC10,705$1.36M0.04%+1,21513F-HRTimeline
Cherokee Insurance Co10,700$1.35M0.52%013F-HRTimeline
Roxbury Financial LLC10,683$1.35M1.07%+10613F-HRTimeline
EAGLE GLOBAL ADVISORS LLC10,650$1.35M0.04%013F-HRTimeline
Dynamic Technology Lab Private Ltd10,652$1.35M0.3%new13F-HRTimeline
Machina Capital S.A.S.10,628$1.35M0.21%new13F-HRTimeline
Corundum Group, Inc.10,621$1.34M0.4%-14613F-HRTimeline
Haverford Trust Co10,584$1.34M0.01%-97513F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…10,574$1.34M0.11%-6013F-HRTimeline
Belpointe Asset Management LLC10,570$1.34M0.04%-34013F-HRTimeline
Valmark Advisers, Inc.10,535$1.33M0.01%-20913F-HRTimeline
Andrew Hill Investment Advisors, Inc.10,524$1.33M0.99%-3613F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC10,521$1.33M0.03%+81613F-HRTimeline
Hayek Kallen Investment Management10,493$1.33M0.4%+1413F-HRTimeline
FCA CORP /TX10,487$1.33M0.33%+57513F-HRTimeline
Western Wealth Management, LLC10,480$1.33M0.04%+6813F-HRTimeline
Dickmeyer Boyce Financial Management, I…10,455$1.32M0.69%-313F-HRTimeline
Simplicity Wealth,LLC10,453$1.32M0.04%+2,87213F-HRTimeline
Formidable Asset Management, LLC10,080$1.32M0.21%-1513F-HRTimeline
Bright Futures Wealth Management, LLC.10,403$1.32M0.85%-2,09313F-HRTimeline
Winthrop Capital Management, LLC10,378$1.31M0.32%+5813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,362$1.31M0.22%-37013F-HRTimeline
AA Financial Advisors, LLC10,357$1.31M0.16%+78013F-HRTimeline
Phillips Wealth Planners LLC10,219$1.31M0.97%-1,02313F-HRTimeline
B. Riley Wealth Advisors, Inc.10,151$1.3M0.07%+51913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,291$1.3M0.01%+1,01113F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,289$1.3M0.05%+23913F-HRTimeline
Atlanta Consulting Group Advisors, LLC10,271$1.3M0.21%+2,83713F-HRTimeline
Taylor Hoffman Capital Management LLC10,259$1.3M0.32%013F-HRTimeline
Verity Asset Management, Inc.10,205$1.29M0.49%+69613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC10,195$1.29M0.09%+60213F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC10,119$1.28M0.9%-2,80213F-HRTimeline
Wills Financial Group LLC10,030$1.27M0.46%+37413F-HRTimeline
Patriot Financial Group Insurance Agenc…10,020$1.27M0.13%-9,25613F-HRTimeline
First County Bank /CT/9,980$1.26M0.59%-64913F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.9,954$1.26M0.46%013F-HRTimeline
Bluebird Wealth Management LLC9,918$1.26M1.09%-53513F-HRTimeline