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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
NORTHCAPE WEALTH MANAGEMENT, LLC13,716$1.48M0.48%-10213F-HRTimeline
Qtron Investments LLC13,706$1.48M0.21%013F-HRTimeline
Meridian Wealth Management, LLC13,693$1.48M0.07%-1013F-HRTimeline
Meridian Financial Partners LLC13,668$1.47M0.78%+4313F-HRTimeline
TRUST CO OF VERMONT13,666$1.47M0.07%-38613F-HRTimeline
RNC CAPITAL MANAGEMENT LLC13,651$1.47M0.08%-92413F-HRTimeline
Trust Investment Advisors13,637$1.47M0.94%+1,56313F-HRTimeline
Lineweaver Wealth Advisors, LLC13,629$1.47M0.27%+1,34113F-HRTimeline
Weaver Capital Management LLC13,605$1.47M0.41%+1,65613F-HRTimeline
Wedmont Private Capital13,844$1.47M0.08%+1,82613F-HRTimeline
Jacobi Capital Management LLC13,575$1.46M0.11%-29513F-HRTimeline
DOVER ADVISORS, LLC13,483$1.45M0.83%-5213F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding13,387$1.44M-331Timeline
Capital Investment Counsel, Inc13,373$1.44M0.22%+21213F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC13,325$1.44M1.27%-2,08013F-HRTimeline
Compound Planning, Inc.13,292$1.43M0.07%+91513F-HRTimeline
Perigon Wealth Management, LLC13,042$1.42M0.03%+2,49113F-HRTimeline
MTM Investment Management, LLC13,196$1.42M0.55%-3613F-HRTimeline
ZWJ INVESTMENT COUNSEL INC13,062$1.41M0.06%-83513F-HRTimeline
Alpha Omega Wealth Management LLC13,025$1.4M0.27%+20513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC13,017$1.4M0.16%+1,29913F-HRTimelineGroup
Gibson Wealth Advisors LLC13,000$1.4M1.16%013F-HRTimeline
NFSG Corp12,983$1.4M0.36%+2,97113F-HRTimeline
HUB Investment Partners, LLC12,974$1.4M0.06%-11713F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…12,959$1.4M0.16%new13F-HRTimeline
Patten Group, Inc.12,919$1.39M0.31%-42613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO12,873$1.39M0.33%-21813F-HRTimeline
Kennondale Capital Management LLC12,865$1.39M1.5%13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,852$1.38M0.08%+94613F-HRTimelineGroup
Pullen Investment Management, LLC12,847$1.38M0.9%-59613F-HRTimeline
Arkadios Wealth Advisors12,781$1.38M0.08%+1,69213F-HRTimeline
Federation des caisses Desjardins du Qu…12,743$1.37M0.01%+2,65813F-HRTimeline
LongView Wealth Management12,698$1.37M0.42%+5913F-HRTimeline
Farther Finance Advisors, LLC12,678$1.37M0.05%+14013F-HRTimeline
AVIVA PLCin group AVIVA PLC12,674$1.37M<0.01%013F-HRTimelineGroup
NVWM, LLC12,598$1.36M0.34%+26613F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.12,583$1.36M0.8%013F-HRTimeline
Orca Wealth Management, LLC12,534$1.35M1.22%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.12,516$1.35M0.65%-30513F-HRTimeline
Williams Jones Wealth Management, LLC.12,497$1.35M0.02%+30113F-HRTimeline
Bellecapital International Ltd.12,446$1.34M0.24%-62613F-HRTimeline
Northeast Financial Consultants Inc12,422$1.34M0.06%013F-HRTimeline
Cornerstone Planning, LLC12,418$1.34M0.51%13F-HRTimeline
Columbia Asset Management12,378$1.33M0.25%-3013F-HRTimeline
Souders Financial Advisors12,357$1.33M0.19%+2,00513F-HRTimeline
EXCALIBUR MANAGEMENT CORP12,347$1.33M0.53%-7013F-HRTimeline
Mesirow Financial Investment Management…12,322$1.33M0.03%+11113F-HRTimeline
Welch Group, LLC12,316$1.33M0.06%+17113F-HRTimeline
Trivium Point Advisory, LLC12,278$1.32M0.17%+3713F-HRTimeline
Claro Advisors Inc.12,278$1.32M0.18%-88513F-HRTimeline
ROI Financial Advisors, LLC12,263$1.32M0.9%-10013F-HRTimeline
Mystic Asset Management, Inc.12,229$1.32M0.35%+1,16913F-HRTimeline
Point Windward Advisors Inc.12,225$1.32M0.49%-3013F-HRTimeline
Callan Family Office, LLC12,222$1.32M0.08%+9,85613F-HRTimeline
Focus Financial Network, Inc.12,172$1.31M0.05%+2513F-HRTimeline
Marble Harbor Investment Counsel, LLC12,158$1.31M0.14%-71913F-HRTimeline
TOWER BRIDGE ADVISORS12,128$1.31M0.14%+3,42513F-HRTimeline
Smartleaf Asset Management LLC12,058$1.3M0.13%+2,15713F-HRTimeline
MSH Capital Advisors LLC12,037$1.3M0.41%+1,69413F-HRTimeline
Greenfield Savings Bank12,033$1.3M0.62%013F-HRTimeline
LS Investment Advisors, LLC12,009$1.29M0.19%+28013F-HRTimeline
INSPIRE TRUST CO, N.A.12,000$1.29M0.33%+2,50013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC11,957$1.29M0.1%+39313F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC11,919$1.28M0.19%+1,04713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED11,894$1.28M0.12%-21513F-HRTimeline
BANK OZK11,840$1.28M0.53%-72313F-HRTimeline
JT Stratford LLC11,835$1.28M0.21%-9813F-HRTimeline
Caprock Group, LLC11,828$1.27M0.04%+1,29113F-HRTimeline
Modern Wealth Management, LLC11,609$1.25M0.05%+2,65413F-HR/ATimeline
Concord Wealth Partnersgroup of 2 filers holding11,606$1.25M+1,113Timeline
Aigen Investment Management, LP11,593$1.25M0.22%-7,43013F-HRTimeline
GAMMA Investing LLC11,575$1.25M0.11%+1,71813F-HRTimeline
BFSG, LLC11,549$1.24M0.15%+1,03213F-HRTimeline
Biltmore Family Office, LLC11,510$1.24M0.21%-6413F-HRTimeline
Roxbury Financial LLC10,583$1.24M1.19%13F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC11,493$1.24M0.89%-80013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…11,460$1.23M0.13%-5013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC11,458$1.23M0.5%-18513F-HRTimeline
LCNB CORP11,442$1.23M0.45%013F-HRTimeline
Convergence Financial, LLC11,410$1.23M0.25%+61613F-HRTimeline
MUFG SECURITIES AMERICAS INC.11,403$1.23M0.16%13F-HRTimeline
LMG Wealth Partners, LLC11,358$1.22M0.27%+36413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC11,338$1.22M0.26%-2,30213F-HRTimeline
HBK Sorce Advisory LLC11,305$1.22M0.04%+1,11813F-HRTimeline
Sheaff Brock Investment Advisors, LLC11,296$1.22M0.11%-62013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,287$1.22M0.02%+20713F-HRTimelineGroup
TrinityPoint Wealth, LLC11,252$1.21M0.17%-17,36413F-HRTimeline
Ninepoint Partners LP11,234$1.21M0.19%+2,12713F-HRTimeline
1ST SOURCE BANK11,208$1.21M0.07%+16513F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC11,191$1.21M0.1%-37013F-HRTimeline
Headlands Technologies LLC11,159$1.2M0.12%+4,55713F-HRTimeline
First City Capital Management, Inc.11,136$1.2M0.64%-12813F-HRTimeline
INGALLS & SNYDER LLC11,114$1.2M0.05%013F-HRTimeline
Belpointe Asset Management LLC10,490$1.2M0.07%-2413F-HRTimeline
Schechter Investment Advisors, LLC11,066$1.19M0.09%-16513F-HRTimeline
Campbell & CO Investment Adviser LLC11,027$1.19M0.09%-8,90513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,949$1.18M0.12%+45413F-HRTimeline
Portside Wealth Group, LLC10,946$1.18M0.2%+25113F-HR/ATimeline
Vest Financial, LLC10,907$1.18M0.02%+3,25013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV10,905$1.17M0.27%-6413F-HRTimeline
Highview Capital Management LLC/DE/10,891$1.17M0.45%new13F-HR/ATimeline
FOURPATH CAPITAL MANAGEMENT, LLC10,856$1.17M0.22%-19213F-HRTimeline
TCW GROUP INCin group TCW GROUP INC10,817$1.17M0.01%+27013F-HRTimelineGroup
BayBridge Capital Group, LLC10,802$1.16M0.84%+813F-HRTimeline
Challenger Wealth Management10,787$1.16M1%13F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC10,775$1.16M<0.01%+1,04813F-HRTimeline
Atlas Brown,Inc.10,759$1.16M0.4%+46513F-HRTimeline
Summit Global Investmentsin group Summit Global Investments10,739$1.16M0.07%-5,27013F-HRTimelineGroup
Cherokee Insurance Co10,700$1.15M0.52%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,697$1.15M0.04%+95813F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 2 filers holding10,686$1.15M+763Timeline
Taylor Hoffman Capital Management LLC10,691$1.15M0.42%-88313F-HRTimeline
Gibbs Wealth Management10,658$1.15M0.31%+1,77013F-HRTimeline
OLD NATIONAL BANCORP /IN/10,650$1.15M0.03%+32413F-HRTimeline
Farringdon Capital, Ltd.10,604$1.14M0.47%13F-HRTimeline
Allen Capital Group, LLC10,477$1.13M0.14%+3513F-HRTimeline
Ransom Advisory, Ltd10,412$1.12M0.52%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,399$1.12M0.02%+1,89613F-HRTimelineGroup
Hayek Kallen Investment Management10,346$1.11M0.41%+60113F-HRTimeline
AGP FRANKLIN, LLC10,329$1.11M0.68%13F-HRTimeline
Keystone Financial Group10,327$1.11M0.11%-513F-HRTimeline
Chicago Capital, LLC10,263$1.11M0.03%+10013F-HRTimeline
Drake & Associates, LLC9,596$1.1M0.31%new13F-HRTimeline
Cooper Financial Group10,201$1.1M0.13%+69613F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,127$1.09M0.25%013F-HRTimeline
WCG Wealth Advisors LLC10,113$1.09M0.07%-34013F-HRTimeline
CW Advisors, LLC10,167$1.09M0.01%+3,73713F-HRTimeline
First Dallas Securities Inc.10,059$1.08M0.44%+15113F-HRTimeline
Trust Co of the South10,047$1.08M0.22%-9313F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC10,028$1.08M0.35%+14413F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC10,019$1.08M0.66%13F-HRTimeline
DELTA FINANCIAL ADVISORS LLC10,004$1.08M0.4%+16113F-HRTimeline
Valmark Advisers, Inc.9,993$1.08M0.02%+22413F-HRTimeline
Edge Capital Group, LLC9,865$1.06M0.05%+813F-HRTimeline
Sollinda Capital Management LLC9,864$1.06M0.29%+313F-HRTimeline
SPC Financial, Inc.9,848$1.06M0.09%+1,50113F-HRTimeline
Rollins Financial Advisors, LLC9,833$1.06M0.17%+4,18213F-HRTimeline
Journey Advisory Group, LLC10,510$1.05M0.13%013F-HRTimeline
Winthrop Capital Management, LLC9,743$1.05M0.28%+30013F-HRTimeline
DOLIVER ADVISORS, LP9,736$1.05M0.29%+1,42313F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.9,715$1.05M0.92%13F-HRTimeline
CFS Investment Advisory Services, LLC9,637$1.04M0.09%-2213F-HRTimeline
OUTFITTERS FINANCIAL LLC9,625$1.04M0.83%+37513F-HRTimeline
My Legacy Advisors, LLC9,738$1.04M0.4%-5413F-HRTimeline
Ethic Inc.9,594$1.03M0.02%+3,91913F-HRTimeline
Pines Wealth Management, LLC9,744$1.03M0.45%13F-HRTimeline
Widmann Financial Services, Inc.9,560$1.03M0.8%+5613F-HRTimeline
Procyon Advisors, LLC9,550$1.03M0.07%-31313F-HRTimeline
UNITED BANK9,545$1.03M0.12%-9213F-HRTimeline
Cassia Capital Partners, LLC9,536$1.03M0.66%+2,25313F-HRTimeline
JBR Co Financial Management Inc9,528$1.03M0.63%-67613F-HRTimeline
Kellett Wealth Advisors, LLC9,506$1.02M0.7%-11713F-HRTimeline
STABLEFORD CAPITAL II LLC9,491$1.02M0.4%-15413F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…9,474$1.02M1.08%-12713F-HRTimeline
Haverford Trust Co9,471$1.02M0.01%-3,07113F-HRTimeline
SageView Advisory Group, LLC9,421$1.02M0.04%+34713F-HRTimeline
FCA CORP /TX9,413$1.01M0.32%-7013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.9,335$1.01M0.47%-4313F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,262$998K0.03%+1,84913F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,259$998K0.19%+3,94013F-HRTimelineGroup
KEYNOTE FINANCIAL SERVICES LLC9,254$997K0.76%-11913F-HRTimeline
SUMITOMO LIFE INSURANCE CO9,220$993K0.02%-29013F-HRTimeline
Ballentine Partners, LLC9,195$991K0.02%+40513F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP9,177$989K0.03%+1,06113F-HRTimeline
Beacon Financial Advisory LLC9,143$985K0.32%-16713F-HRTimeline
Western Wealth Management, LLC9,111$982K0.06%+18613F-HR/ATimeline
Plan Group Financial, LLC9,104$981K0.52%+1,07813F-HRTimeline
Checchi Capital Advisers, LLC9,032$973K0.07%-2313F-HRTimeline
Kovack Advisors, Inc.9,030$973K0.1%+63113F-HRTimeline
Foster Victor Wealth Advisors, LLC8,848$967K0.07%+11013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC8,973$967K0.03%-16313F-HRTimeline
Avantax Planning Partners, Inc.8,964$966K0.03%-31313F-HRTimeline
Financial Partners Group, LLC8,956$965K0.4%+2,52513F-HRTimeline
Field & Main Bank8,935$963K0.34%+1,21513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,925$962K0.02%-3,62813F-HRTimelineGroup
Sawyer & Company, Inc8,917$961K0.36%-2,27513F-HRTimeline
Balboa Wealth Partners8,891$958K0.22%+61413F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP8,882$957K0.17%new13F-HRTimeline
Gratus Wealth Advisors, LLC8,879$957K0.15%-6413F-HRTimeline
Machina Capital S.A.S.8,854$954K0.4%-2,31413F-HRTimeline
Patriot Financial Group Insurance Agenc…8,842$953K0.13%+34713F-HRTimeline
InTrack Investment Management Inc8,913$952K0.66%+1,66013F-HRTimeline
TCV Trust & Wealth Management, Inc.8,821$950K0.09%013F-HRTimeline
NovaPoint Capital, LLC8,793$947K0.29%+25213F-HRTimeline
STEPH & CO8,790$947K0.32%-25213F-HRTimeline
Brooklyn Investment Group8,779$946K0.28%+51713F-HRTimeline
Chesley Taft & Associates LLC8,765$944K0.04%013F-HRTimeline
Comprehensive Financial Consultants Ins…8,718$939K0.34%-63113F-HRTimeline
Allred Capital Management, LLC8,712$939K0.36%+713F-HRTimeline
INTRUST BANK NA8,698$937K0.09%-70113F-HRTimeline
NEVILLE RODIE & SHAW INC8,696$937K0.07%+6513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,806$932K+769Timeline
Andrew Hill Investment Advisors, Inc.8,610$928K0.69%-24,57713F-HRTimeline
Financial Advocates Investment Manageme…8,551$921K0.05%+1,91713F-HRTimeline
Thrive Wealth Management, LLC8,548$921K0.17%-11313F-HRTimeline
Laird Norton Wetherby Wealth Management…8,530$919K0.04%-53713F-HRTimeline
Arete Wealth Advisors, LLC8,519$917K0.07%+3,10613F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,501$916K0.07%+41213F-HRTimeline
Archford Capital Strategies, LLC8,455$911K0.14%-613F-HRTimeline
ALBION FINANCIAL GROUP /UT8,369$902K0.06%+1,32313F-HRTimeline