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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
Wealth Dimensions Group, Ltd.14,389$1.7M0.37%-6813F-HRTimeline
Armor Investment Advisors, LLC14,365$1.7M0.64%-80313F-HRTimeline
Meridian Wealth Management, LLC14,266$1.68M0.07%+23313F-HRTimeline
Ethos Financial Group, LLC14,248$1.68M0.14%+1,53413F-HRTimeline
Grandview Asset Management LLC14,227$1.68M0.54%+9213F-HRTimeline
Marks Group Wealth Management, Inc14,196$1.68M0.16%-71213F-HRTimeline
Providence First Trust Co14,182$1.67M0.59%+12813F-HRTimeline
Compound Planning, Inc.14,094$1.66M0.06%-53513F-HRTimeline
Alaethes Wealth, LLC14,051$1.66M0.5%new13F-HRTimeline
Perigon Wealth Management, LLC14,012$1.65M0.04%+1,27513F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC13,953$1.65M0.4%+1,71013F-HRTimeline
Qtron Investments LLC13,919$1.64M0.21%-1,26013F-HRTimeline
Hanson & Doremus Investment Management13,919$1.64M0.22%-2,51013F-HRTimeline
Smartleaf Asset Management LLC14,020$1.64M0.14%-69813F-HRTimeline
MSH Capital Advisors LLC13,880$1.64M0.47%+3413F-HRTimeline
Brooklyn Investment Group13,880$1.64M0.21%+1,84513F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.13,844$1.63M0.02%-16513F-HRTimelineGroup
SWP Investment Management LLC13,831$1.63M1.93%+13713F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC13,825$1.63M1.33%+1,37513F-HRTimeline
NTV Asset Management LLC13,824$1.63M0.19%-23513F-HRTimeline
MainStreet Investment Advisors LLC13,788$1.63M0.23%new13F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…13,773$1.63M0.03%new13F-HR/ATimelineGroup
Jacobi Capital Management LLC13,723$1.62M0.11%+24813F-HRTimeline
Meridian Financial Partners LLC13,665$1.61M0.76%+7813F-HRTimeline
MATHER GROUP, LLC.13,604$1.61M0.02%+2113F-HRTimeline
Bellecapital International Ltd.13,556$1.6M0.28%+1,00413F-HRTimeline
Alpha Omega Wealth Management LLC13,461$1.59M0.28%-51113F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC13,426$1.58M0.01%-1,64513F-HRTimelineGroup
RNC CAPITAL MANAGEMENT LLC13,424$1.58M0.08%+4713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC13,319$1.57M0.06%-1,78813F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.13,314$1.57M0.01%+1,88613F-HRTimelineGroup
Ethic Inc.13,413$1.57M0.03%+25013F-HRTimeline
Ashton Thomas Private Wealth, LLC13,276$1.57M0.06%-6,28213F-HRTimeline
Convergence Financial, LLC13,264$1.57M0.27%+45913F-HRTimeline
LOM Asset Management Ltd13,237$1.56M0.53%13F-HR/ATimeline
WCG Wealth Advisors LLC13,234$1.56M0.1%new13F-HRTimeline
AVIVA PLCin group AVIVA PLC13,213$1.56M<0.01%+53913F-HRTimelineGroup
Arax Advisory Partners13,180$1.56M0.07%+4,41413F-HRTimeline
Trust Investment Advisors13,118$1.55M0.94%-2,47013F-HRTimeline
Focus Financial Network, Inc.13,069$1.54M0.06%+1,03913F-HRTimeline
ZWJ INVESTMENT COUNSEL INC12,994$1.53M0.06%-9713F-HRTimeline
First County Bank /CT/12,965$1.53M0.82%-1,84613F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.12,507$1.52M0.82%-7513F-HRTimeline
MTM Investment Management, LLC12,873$1.52M0.51%-34213F-HRTimeline
Kennondale Capital Management LLC12,865$1.52M1.55%013F-HRTimeline
Weaver Capital Management LLC12,854$1.52M0.37%-60813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC12,850$1.52M0.12%+49313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC12,783$1.51M0.12%+32813F-HR/ATimeline
TRUST CO OF VERMONT12,761$1.51M0.07%+37513F-HRTimeline
Victrix Investment Advisors12,756$1.51M0.67%+38913F-HRTimeline
Orca Wealth Management, LLC12,701$1.5M1.26%+8113F-HRTimeline
Engineers Gate Manager LP12,654$1.49M0.02%-8,17213F-HRTimeline
AlphaQuest LLC12,652$1.49M0.15%-67413F-HRTimeline
Gibbs Wealth Management12,643$1.49M0.29%+50213F-HRTimeline
Highview Capital Management LLC/DE/12,583$1.48M0.57%+95013F-HRTimeline
Ninepoint Partners LP12,573$1.48M0.29%+51813F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC12,568$1.48M0.77%-28213F-HRTimeline
ROI Financial Advisors, LLC12,535$1.48M0.94%+42513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,527$1.48M0.12%-10213F-HRTimeline
Norway Savings Bank12,504$1.48M0.76%-1,49513F-HRTimeline
NVWM, LLC12,459$1.47M0.35%-13313F-HRTimeline
Northeast Financial Consultants Inc12,422$1.47M0.06%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,404$1.46M0.04%+1,32613F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT12,403$1.46M0.03%+1,91513F-HRTimeline
Welch Group, LLC12,400$1.46M0.06%+8113F-HRTimeline
Patten Group, Inc.12,333$1.46M0.31%+15413F-HRTimeline
Pullen Investment Management, LLC12,298$1.45M0.87%-7213F-HRTimeline
Mesirow Financial Investment Management…12,277$1.45M0.03%+2513F-HRTimeline
Allen Capital Group, LLC12,192$1.44M0.15%+3113F-HRTimeline
RDA Financial Network12,171$1.44M0.39%+9,44413F-HRTimeline
Souders Financial Advisors12,167$1.44M0.18%-27613F-HRTimeline
BFSG, LLC12,154$1.43M0.16%+56513F-HRTimeline
Trivium Point Advisory, LLC12,148$1.43M0.16%+42213F-HRTimeline
Mystic Asset Management, Inc.12,124$1.43M0.35%+613F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding12,026$1.42M+1,508Timeline
Raleigh Capital Management Inc.12,062$1.42M0.6%+21213F-HRTimeline
Williams Jones Wealth Management, LLC.12,051$1.42M0.02%-20013F-HRTimeline
Formidable Asset Management, LLC11,650$1.42M0.24%013F-HRTimeline
InTrack Investment Management Inc12,000$1.42M0.95%+2,70713F-HRTimeline
EXCALIBUR MANAGEMENT CORP11,996$1.42M0.53%-24513F-HRTimeline
Portside Wealth Group, LLC11,964$1.41M0.21%+37713F-HRTimeline
Marble Harbor Investment Counsel, LLC11,958$1.41M0.15%-20013F-HRTimeline
Cascades Capital Asset Management, LLC11,954$1.41M0.73%+3,62313F-HRTimeline
Frank, Rimerman Advisors LLC11,954$1.41M0.09%+3,58613F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC11,926$1.41M0.51%+9513F-HRTimeline
Everhart Financial Group, Inc.11,909$1.41M0.16%+3,47513F-HRTimeline
Modern Wealth Management, LLC11,907$1.4M0.03%+1,36913F-HR/ATimeline
LongView Wealth Management11,853$1.4M0.42%-94713F-HRTimeline
JT Stratford LLC11,791$1.39M0.21%+28713F-HRTimeline
Greenfield Savings Bank11,718$1.38M0.63%-11413F-HRTimeline
TCW GROUP INCin group TCW GROUP INC11,676$1.38M0.01%+24513F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,645$1.37M0.11%-3,85513F-HRTimeline
Claro Advisors Inc.11,642$1.37M0.23%-84613F-HRTimeline
HBK Sorce Advisory LLC11,550$1.36M0.04%-21213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co11,515$1.36M0.02%+33913F-HRTimelineGroup
Columbia Asset Management11,472$1.35M0.27%-39813F-HRTimeline
Biltmore Family Office, LLC11,462$1.35M0.23%013F-HRTimeline
LCNB CORP11,452$1.35M0.48%-10013F-HRTimeline
LS Investment Advisors, LLC11,360$1.34M0.2%+1,14113F-HRTimeline
B. Riley Wealth Advisors, Inc.11,265$1.33M0.06%-57,73313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,252$1.33M0.04%+12113F-HRTimeline
LMG Wealth Partners, LLC11,224$1.32M0.27%013F-HRTimeline
Penobscot Investment Management Company…11,180$1.32M0.11%+9,07413F-HRTimeline
GTS SECURITIES LLC11,153$1.32M0.06%-11,82213F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC11,152$1.32M0.92%-15513F-HRTimeline
Nepsis Inc.11,061$1.31M0.36%-3,69013F-HRTimeline
1ST SOURCE BANK11,042$1.3M0.07%-19013F-HRTimeline
OUTFITTERS FINANCIAL LLC11,000$1.3M1.11%+1,56013F-HRTimeline
Parallel Advisors, LLC10,923$1.29M0.03%+1,38413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,882$1.28M0.11%+55013F-HRTimeline
NFSG Corp10,874$1.28M0.21%-1,78913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC10,811$1.28M0.16%-88813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …10,807$1.28M0.02%013F-HRTimelineGroup
Keystone Financial Group10,798$1.27M0.11%+30013F-HRTimeline
First City Capital Management, Inc.10,788$1.27M0.73%-6513F-HRTimeline
Point Windward Advisors Inc.10,760$1.27M0.57%-1,61513F-HRTimeline
Widmann Financial Services, Inc.10,726$1.27M0.88%+36113F-HRTimeline
Cherokee Insurance Co10,700$1.26M0.55%013F-HRTimeline
Carnegie Investment Counsel10,698$1.26M0.03%+2,78313F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…10,649$1.26M0.14%-51613F-HRTimeline
Kenora Financial, LLC10,645$1.26M0.47%-90713F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC10,636$1.26M0.2%-19413F-HRTimeline
Valmark Advisers, Inc.10,578$1.25M0.02%+1,12413F-HRTimeline
Taylor Hoffman Capital Management LLC10,518$1.24M0.42%-17313F-HRTimeline
Phillips Wealth Planners LLC10,642$1.24M1.12%+57913F-HRTimeline
Hayek Kallen Investment Management10,462$1.23M0.42%+41313F-HRTimeline
Rollins Financial Advisors, LLC10,433$1.23M0.2%-10613F-HRTimeline
Atlas Brown,Inc.10,404$1.23M0.39%-38913F-HRTimeline
Roxbury Financial LLC10,392$1.23M1.19%+5513F-HRTimeline
Cresset Asset Management, LLC10,381$1.22M0.01%-3,69913F-HR/ATimeline
USA FINANCIAL FORMULAS10,302$1.22M0.21%new13F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,297$1.22M0.26%+17013F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV10,287$1.21M0.24%-41413F-HRTimeline
Ballentine Partners, LLC10,282$1.21M0.02%+42913F-HRTimeline
Chicago Capital, LLC10,263$1.21M0.03%013F-HRTimeline
Chesley Taft & Associates LLC10,230$1.21M0.05%+1,61513F-HRTimeline
CHICAGO TRUST Co NA10,221$1.21M0.17%+4,19313F-HRTimeline
Haverford Trust Co10,197$1.2M0.01%-60513F-HRTimeline
My Legacy Advisors, LLC10,128$1.2M0.43%+2113F-HRTimeline
Northstar Financial Companies, Inc.10,089$1.19M1.24%+2,76013F-HRTimeline
SPC Financial, Inc.10,076$1.19M0.1%+10113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.10,054$1.19M0.56%-2,51213F-HRTimeline
Winthrop Capital Management, LLC10,028$1.18M0.3%+4813F-HRTimeline
LifePlan Financial, LLC9,999$1.18M0.98%+46913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,459$1.18M+1,264Timeline
MARTINGALE ASSET MANAGEMENT L P9,893$1.17M0.03%+2,93013F-HRTimeline
Challenger Wealth Management9,887$1.17M0.81%+4413F-HRTimeline
Pines Wealth Management, LLC9,940$1.17M0.41%+13513F-HRTimeline
Ransom Advisory, Ltd9,837$1.16M0.55%-67513F-HRTimeline
RETIREMENT GUYS FORMULA LLC9,834$1.16M0.44%+77613F-HRTimeline
Cassia Capital Partners, LLC9,821$1.16M0.7%-22913F-HRTimeline
HARMONY ASSET MANAGEMENT LLC9,798$1.16M0.43%-6,55813F-HRTimeline
Verity Asset Management, Inc.9,782$1.15M0.55%+11313F-HRTimeline
FCA CORP /TX9,746$1.15M0.34%+12513F-HRTimeline
Abacus Planning Group, Inc.9,719$1.15M0.17%+33813F-HR/ATimeline
KAVAR CAPITAL PARTNERS GROUP, LLC9,695$1.14M0.16%013F-HRTimeline
CFS Investment Advisory Services, LLC9,674$1.14M0.09%+4313F-HRTimeline
Corundum Group, Inc.9,672$1.14M0.5%+16113F-HRTimeline
O'Keefe Stevens Advisory, Inc.9,670$1.14M0.32%+1,59813F-HRTimeline
Balboa Wealth Partners9,618$1.13M0.23%+17913F-HRTimeline
DELTA FINANCIAL ADVISORS LLC9,612$1.13M0.4%-39413F-HRTimeline
INGALLS & SNYDER LLC9,609$1.13M0.04%-1,00513F-HRTimeline
MBL Wealth, LLC9,578$1.13M0.11%+47713F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC9,576$1.13M0.51%+1613F-HRTimeline
UNITED BANK9,545$1.13M0.13%013F-HRTimeline
Kellett Wealth Advisors, LLC9,514$1.12M0.73%+413F-HRTimeline
Procyon Advisors, LLC9,505$1.12M0.11%+60013F-HRTimeline
Sollinda Capital Management LLC9,408$1.11M0.29%+313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,400$1.11M0.03%+4013F-HRTimeline
Journey Advisory Group, LLC9,379$1.11M0.09%-1513F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.9,312$1.1M0.54%-713F-HRTimeline
Belpointe Asset Management LLC9,292$1.1M0.05%-1,11613F-HRTimeline
NorthRock Partners, LLC9,277$1.09M0.03%+1,91013F-HR/ATimeline
STABLEFORD CAPITAL II LLC9,119$1.09M0.41%+13213F-HRTimeline
KEYNOTE FINANCIAL SERVICES LLC9,254$1.09M0.73%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,218$1.09M0.05%-4,50213F-HRTimelineGroup
Segment Wealth Management, LLC9,197$1.09M0.07%+7313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD9,183$1.08M0.06%+91213F-HRTimeline
Elm Partners Management LLC9,132$1.08M0.05%new13F-HR/ATimeline
Laird Norton Wetherby Wealth Management…9,129$1.08M0.05%13F-HRTimeline
Field & Main Bank9,118$1.08M0.35%-10513F-HRTimeline
DANSKE BANK A/S9,087$1.07M<0.01%+1,21313F-HRTimeline
JBR Co Financial Management Inc9,062$1.07M0.53%-96613F-HRTimeline
TCV Trust & Wealth Management, Inc.9,020$1.06M0.09%+25213F-HRTimeline
First Dallas Securities Inc.9,018$1.06M0.42%-1,04113F-HRTimeline
Dogwood Wealth Management LLC9,125$1.06M0.52%+3,15213F-HRTimeline
BCS Private Wealth Management, Inc.8,970$1.06M0.4%13F-HRTimeline
Continuum Advisory, LLC8,963$1.06M0.13%+1,60113F-HRTimeline
Western Wealth Management, LLC8,912$1.05M0.06%+31113F-HRTimeline
Checchi Capital Advisers, LLC8,884$1.05M0.07%-56613F-HRTimeline
Maridea Wealth Management LLC8,863$1.05M0.27%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC8,862$1.05M0.04%+94113F-HRTimeline
Violich Capital Management, Inc.8,838$1.04M0.15%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.8,681$1.03M0.94%+2513F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC8,753$1.03M0.02%new13F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…8,745$1.03M0.12%+37113F-HRTimeline
Sculati Wealth Management, LLC8,721$1.03M0.39%+1,15613F-HRTimeline
First Command Advisory Services, Inc.8,693$1.03M0.01%+38213F-HRTimeline
SageView Advisory Group, LLC8,687$1.02M0.04%-2213F-HRTimeline
NEVILLE RODIE & SHAW INC8,631$1.02M0.08%-5013F-HRTimeline