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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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,720$1.67M0.09%+86813F-HRTimelineGroup
SWP Investment Management LLC13,694$1.67M2.09%13F-HRTimeline
GAMMA Investing LLC13,636$1.66M0.12%+2,06113F-HR/ATimeline
Meridian Financial Partners LLC13,587$1.66M0.84%-8113F-HRTimeline
MATHER GROUP, LLC.13,583$1.66M0.02%+7,60313F-HRTimeline
Jain Global LLC13,534$1.65M0.03%new13F-HRTimeline
Jacobi Capital Management LLC13,475$1.64M0.12%-10013F-HRTimeline
Weaver Capital Management LLC13,462$1.64M0.44%-14313F-HRTimeline
HUB Investment Partners, LLC13,458$1.64M0.07%+48413F-HRTimeline
AGP FRANKLIN, LLC13,566$1.63M1.01%+3,23713F-HRTimeline
RNC CAPITAL MANAGEMENT LLC13,377$1.63M0.08%-27413F-HRTimeline
PITCAIRN COin group PITCAIRN CO13,347$1.63M0.1%+7,39513F-HRTimelineGroup
AlphaQuest LLC13,326$1.63M0.18%-76113F-HRTimeline
Coastal Bridge Advisors, LLC13,267$1.62M0.15%new13F-HR/ATimeline
Plan Group Financial, LLC13,167$1.61M0.57%+4,06313F-HRTimeline
MTM Investment Management, LLC13,215$1.6M0.62%+1913F-HRTimeline
ZWJ INVESTMENT COUNSEL INC13,091$1.6M0.06%+2913F-HRTimeline
Ethic Inc.13,163$1.59M0.03%+3,56913F-HRTimeline
Gibson Wealth Advisors LLC13,000$1.59M1.27%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO12,873$1.57M0.38%013F-HRTimeline
Kennondale Capital Management LLC12,865$1.57M1.71%013F-HRTimeline
Graham Capital Management, L.P.12,862$1.57M0.05%-20,87813F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC12,850$1.57M0.82%new13F-HRTimeline
Convergence Financial, LLC12,805$1.56M0.31%+1,39513F-HRTimeline
LongView Wealth Management12,800$1.56M0.47%+10213F-HRTimeline
Perigon Wealth Management, LLC12,737$1.55M0.04%-30513F-HRTimeline
Ethos Financial Group, LLC12,714$1.55M0.15%new13F-HRTimeline
AVIVA PLCin group AVIVA PLC12,674$1.55M<0.01%013F-HRTimelineGroup
NFSG Corp12,663$1.54M0.37%-32013F-HRTimeline
Orca Wealth Management, LLC12,620$1.54M1.38%+8613F-HRTimeline
NVWM, LLC12,592$1.54M0.41%-613F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.12,582$1.53M0.87%-113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.12,566$1.53M0.76%+5013F-HRTimeline
Bellecapital International Ltd.12,552$1.53M0.3%+10613F-HRTimeline
TOWER BRIDGE ADVISORS12,528$1.53M0.17%+40013F-HRTimeline
Claro Advisors Inc.12,488$1.52M0.2%+21013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC12,455$1.52M0.13%+49813F-HR/ATimeline
TWIN CITY PRIVATE WEALTH, LLC12,450$1.52M1.34%-87513F-HRTimeline
Souders Financial Advisors12,443$1.52M0.21%+8613F-HRTimeline
Drake & Associates, LLC12,433$1.52M0.43%+2,83713F-HRTimeline
Northeast Financial Consultants Inc12,422$1.52M0.07%013F-HRTimeline
TRUST CO OF VERMONT12,386$1.51M0.08%-1,28013F-HRTimeline
Point Windward Advisors Inc.12,375$1.51M0.6%+15013F-HRTimeline
Pullen Investment Management, LLC12,370$1.51M0.95%-47713F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,629$1.51M0.14%+73513F-HR/ATimeline
NOVARE CAPITAL MANAGEMENT LLC12,357$1.51M0.13%+1,16613F-HRTimeline
Victrix Investment Advisors12,367$1.5M0.79%-3,67913F-HRTimeline
Williams Jones Wealth Management, LLC.12,251$1.49M0.02%-24613F-HRTimeline
Mesirow Financial Investment Management…12,252$1.49M0.03%-7013F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC12,243$1.49M0.41%+2,21513F-HRTimeline
EXCALIBUR MANAGEMENT CORP12,241$1.49M0.59%-10613F-HRTimeline
Patten Group, Inc.12,179$1.49M0.34%-74013F-HRTimeline
Allen Capital Group, LLC12,161$1.48M0.17%+1,68413F-HRTimeline
Marble Harbor Investment Counsel, LLC12,158$1.48M0.17%013F-HRTimeline
Gibbs Wealth Management12,141$1.48M0.36%+1,48313F-HRTimeline
Mystic Asset Management, Inc.12,118$1.48M0.39%-11113F-HRTimeline
ROI Financial Advisors, LLC12,110$1.48M1.07%-15313F-HRTimeline
Summit Financial, LLC12,068$1.47M0.04%-4,00413F-HRTimeline
Welch Group, LLC12,319$1.47M0.06%+313F-HRTimeline
Ninepoint Partners LP12,055$1.47M0.26%+82113F-HRTimeline
Brooklyn Investment Group12,035$1.47M0.32%+3,25613F-HRTimeline
Focus Financial Network, Inc.12,030$1.47M0.06%-14213F-HRTimeline
INSPIRE TRUST CO, N.A.12,000$1.46M0.35%013F-HRTimeline
Columbia Asset Management11,870$1.45M0.29%-50813F-HRTimeline
Raleigh Capital Management Inc.11,850$1.45M0.65%-5,86513F-HRTimeline
Greenfield Savings Bank11,832$1.44M0.71%-20113F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC11,831$1.44M0.59%+37313F-HRTimeline
HBK Sorce Advisory LLC11,762$1.43M0.04%+45713F-HRTimeline
BANK OZK11,754$1.43M0.6%-8613F-HRTimeline
Trivium Point Advisory, LLC11,726$1.43M0.18%-55213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC11,699$1.43M0.19%-22013F-HRTimeline
Formidable Asset Management, LLC11,650$1.42M0.24%-2,40313F-HRTimeline
Highview Capital Management LLC/DE/11,633$1.42M0.59%+74213F-HRTimeline
BFSG, LLC11,589$1.41M0.17%+4013F-HRTimeline
Portside Wealth Group, LLC11,587$1.41M0.23%+64113F-HR/ATimeline
LCNB CORP11,552$1.41M0.52%+11013F-HRTimeline
Kenora Financial, LLC11,552$1.41M0.58%+6,98713F-HRTimeline
WOLVERINE TRADING, LLC11,757$1.4M0.04%new13F-HRTimeline
JT Stratford LLC11,504$1.4M0.25%-33113F-HRTimeline
Biltmore Family Office, LLC11,462$1.4M0.24%-4813F-HRTimeline
TCW GROUP INCin group TCW GROUP INC11,431$1.39M0.01%+61413F-HRTimelineGroup
DIVERSIFIED TRUST CO11,430$1.39M0.03%+3,61113F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.11,428$1.39M0.01%+4,65313F-HRTimelineGroup
ALLEN WEALTH MANAGEMENT, LLC11,307$1.38M0.95%-18613F-HRTimeline
1ST SOURCE BANK11,232$1.37M0.08%+2413F-HRTimeline
LMG Wealth Partners, LLC11,224$1.37M0.31%-13413F-HRTimeline
EAGLE GLOBAL ADVISORS LLC11,190$1.36M0.06%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,176$1.36M0.02%-11113F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…11,165$1.36M0.15%-29513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,131$1.36M0.05%+3,81613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,078$1.35M0.04%+38113F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,982$1.34M0.03%+58313F-HRTimelineGroup
Sheaff Brock Investment Advisors, LLC10,959$1.34M0.12%-33713F-HRTimeline
SCOTIA CAPITAL INC.10,871$1.33M0.01%new13F-HRTimeline
First City Capital Management, Inc.10,853$1.32M0.79%-28313F-HRTimeline
Schechter Investment Advisors, LLC10,848$1.32M0.11%-21813F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC10,830$1.32M0.23%-2613F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …10,807$1.32M0.02%-150,22113F-HRTimelineGroup
Haverford Trust Co10,802$1.32M0.01%+1,33113F-HRTimeline
Atlas Brown,Inc.10,793$1.32M0.46%+3413F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV10,701$1.31M0.29%-20413F-HRTimeline
Cherokee Insurance Co10,700$1.31M0.58%013F-HRTimeline
Dynamic Technology Lab Private Ltd10,620$1.29M0.19%+6,46013F-HRTimeline
INGALLS & SNYDER LLC10,614$1.29M0.04%-50013F-HRTimeline
Taylor Hoffman Capital Management LLC10,691$1.29M0.48%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,557$1.29M<0.01%-37,32313F-HR/ATimelineGroup
Rollins Financial Advisors, LLC10,539$1.29M0.22%+70613F-HR/ATimeline
Modern Wealth Management, LLC10,538$1.29M0.04%-1,07113F-HR/ATimeline
Ransom Advisory, Ltd10,512$1.28M0.63%+10013F-HRTimeline
Keystone Financial Group10,498$1.28M0.13%+17113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT10,488$1.28M0.04%+3,28013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding10,518$1.28M-168Timeline
GSA CAPITAL PARTNERS LLP10,460$1.28M0.12%+8,05713F-HRTimeline
Belpointe Asset Management LLC10,408$1.27M0.07%-8213F-HRTimeline
Widmann Financial Services, Inc.10,365$1.26M0.98%+80513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,332$1.26M0.13%-61713F-HRTimeline
SAPIENT CAPITAL LLC10,263$1.25M0.02%+3,68113F-HRTimeline
Chicago Capital, LLC10,263$1.25M0.04%013F-HRTimeline
LS Investment Advisors, LLC10,219$1.25M0.19%-1,79013F-HRTimeline
Trust Co of the South10,190$1.24M0.26%+14313F-HRTimeline
M Holdings Securities, Inc.10,180$1.24M0.21%new13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,127$1.24M0.29%013F-HRTimeline
My Legacy Advisors, LLC10,107$1.23M0.48%+36913F-HRTimeline
First Dallas Securities Inc.10,059$1.23M0.51%013F-HRTimeline
Hayek Kallen Investment Management10,049$1.23M0.45%-29713F-HRTimeline
Cassia Capital Partners, LLC10,050$1.23M0.76%+51413F-HRTimeline
JBR Co Financial Management Inc10,028$1.22M0.72%+50013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding10,014$1.22M+755Timeline
DELTA FINANCIAL ADVISORS LLC10,006$1.22M0.46%+213F-HRTimeline
Oak Thistle LLC9,992$1.22M0.25%new13F-HRTimeline
Winthrop Capital Management, LLC9,980$1.22M0.33%+23713F-HRTimeline
SPC Financial, Inc.9,975$1.22M0.11%+12713F-HRTimeline
Roxbury Financial LLC10,337$1.21M1.19%-24613F-HRTimeline
Ballentine Partners, LLC9,853$1.2M0.02%+65813F-HRTimeline
Challenger Wealth Management9,843$1.2M0.95%-94413F-HRTimeline
Phillips Wealth Planners LLC10,063$1.2M1.26%+4,46613F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC9,695$1.18M0.2%+3,03313F-HRTimeline
Verity Asset Management, Inc.9,669$1.18M0.48%+24113F-HRTimeline
CFS Investment Advisory Services, LLC9,631$1.18M0.1%-613F-HRTimeline
FCA CORP /TX9,621$1.17M0.37%+20813F-HRTimeline
Marcum Wealth, LLC9,573$1.17M0.1%+1,50513F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC9,560$1.17M0.65%-45913F-HRTimeline
Grantham, Mayo, Van Otterloo & Co. LLC9,548$1.16M<0.01%-1,22713F-HRTimeline
UNITED BANK9,545$1.16M0.15%013F-HRTimeline
Parallel Advisors, LLC9,539$1.16M0.03%+1,25513F-HRTimeline
LifePlan Financial, LLC9,530$1.16M1.01%+1,55313F-HRTimeline
Corundum Group, Inc.9,511$1.16M0.56%-5,02013F-HRTimeline
Kellett Wealth Advisors, LLC9,510$1.16M0.8%+413F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC9,502$1.16M0.02%new13F-HRTimelineGroup
Valmark Advisers, Inc.9,454$1.15M0.02%-53913F-HRTimeline
Checchi Capital Advisers, LLC9,450$1.15M0.08%+41813F-HRTimeline
OUTFITTERS FINANCIAL LLC9,440$1.15M1.04%-18513F-HRTimeline
Balboa Wealth Partners9,439$1.15M0.28%+54813F-HRTimeline
Sollinda Capital Management LLC9,405$1.15M0.32%-45913F-HRTimeline
Journey Advisory Group, LLC9,394$1.15M0.09%-1,11613F-HRTimeline
Abacus Planning Group, Inc.9,381$1.14M0.2%+1,41413F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,360$1.14M0.04%+38713F-HRTimeline
DOLIVER ADVISORS, LP9,336$1.14M0.32%-40013F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…9,325$1.14M1.29%-14913F-HRTimeline
Pines Wealth Management, LLC9,805$1.14M0.53%+6113F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.9,319$1.14M0.55%-1613F-HRTimeline
InTrack Investment Management Inc9,293$1.13M1.03%+38013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…9,281$1.13M0.02%+35613F-HRTimelineGroup
Blueshift Asset Management, LLC9,267$1.13M0.45%new13F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC9,254$1.13M0.81%013F-HRTimeline
Field & Main Bank9,223$1.12M0.4%+28813F-HRTimeline
SUMITOMO LIFE INSURANCE CO9,219$1.12M0.04%-113F-HRTimeline
Beacon Financial Advisory LLC9,168$1.12M0.34%+2513F-HRTimeline
Segment Wealth Management, LLC9,124$1.11M0.08%+92913F-HRTimeline
MBL Wealth, LLC9,101$1.11M0.11%+2,45613F-HRTimeline
RETIREMENT GUYS FORMULA LLC9,058$1.1M0.55%+1,26413F-HRTimeline
STABLEFORD CAPITAL II LLC8,987$1.09M0.46%-50413F-HRTimeline
Procyon Advisors, LLC8,905$1.09M0.07%-64513F-HRTimeline
Sargent Investment Group, LLC8,854$1.08M0.17%+1,88813F-HRTimeline
Allred Capital Management, LLC8,846$1.08M0.43%+13413F-HRTimeline
Financial Advocates Investment Manageme…8,810$1.07M0.08%+25913F-HRTimeline
NovaPoint Capital, LLC8,778$1.07M0.33%-1513F-HRTimeline
TCV Trust & Wealth Management, Inc.8,768$1.07M0.1%-5313F-HRTimeline
Arax Advisory Partners8,766$1.07M0.07%+1,22513F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,712$1.06M0.03%-55013F-HRTimeline
SageView Advisory Group, LLC8,709$1.06M0.05%-71213F-HRTimeline
Gratus Wealth Advisors, LLC8,704$1.06M0.17%-17513F-HRTimeline
NEVILLE RODIE & SHAW INC8,681$1.06M0.08%-1513F-HRTimeline
Avantax Planning Partners, Inc.8,672$1.06M0.04%-29213F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.8,656$1.06M1.01%-1,05913F-HRTimeline
Buck Wealth Strategies, LLC8,638$1.05M0.19%new13F-HRTimeline
Comprehensive Financial Consultants Ins…8,636$1.05M0.37%-8213F-HRTimeline
Chesley Taft & Associates LLC8,615$1.05M0.05%-15013F-HRTimeline
Western Wealth Management, LLC8,601$1.05M0.07%-51013F-HRTimeline
KLCM Advisors, Inc.8,554$1.04M0.12%+59013F-HRTimeline
Hexagon Capital Partners LLC8,511$1.04M0.2%+36713F-HRTimeline
EPG Wealth Management LLC8,479$1.03M0.29%+12913F-HRTimeline
Everhart Financial Group, Inc.8,434$1.03M0.14%+95613F-HRTimeline
Kovack Advisors, Inc.8,422$1.03M0.11%-60813F-HRTimeline
Thrive Wealth Management, LLC8,420$1.03M0.2%-12813F-HRTimeline
Archford Capital Strategies, LLC8,412$1.03M0.15%-4313F-HRTimeline
Patriot Financial Group Insurance Agenc…8,374$1.02M0.14%-46813F-HRTimeline
Frank, Rimerman Advisors LLC8,368$1.02M0.08%+2613F-HRTimeline
INTRUST BANK NA8,365$1.02M0.1%-33313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,349$1.02M0.02%+113F-HRTimelineGroup