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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,354 managers (2,399 13F filers) reported a position in DUK shares at 2025-12-31, 536,857,859 shares in all. 102 filers opened a position and 148 filers sold out during the quarter.

Managers
2,354
13F filers
2,399
New
102
Added
1,010
Reduced
826
Sold out
148
Shares held by filers
536,857,859

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Gibson Wealth Advisors LLC15,000$1.76M1.21%013F-HRTimeline
Prosperity Consulting Group, LLC14,997$1.76M0.08%-24813F-HRTimeline
RAHLFS CAPITAL, LLC14,986$1.76M1.36%013F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…14,851$1.74M0.01%new13F-HRTimelineGroup
Grandview Asset Management LLC14,813$1.74M0.48%+82513F-HRTimeline
Parcion Private Wealth LLC14,789$1.73M0.11%-4113F-HRTimeline
Integrated Advisors Network LLC14,766$1.73M0.08%-17813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC14,713$1.72M0.27%+37613F-HRTimeline
RKL Wealth Management LLC14,689$1.72M0.14%+11,20113F-HRTimeline
Bull Street Advisors, LLC14,673$1.72M0.8%013F-HRTimeline
BCS Wealth Management14,666$1.72M0.17%+7,15013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.14,658$1.72M0.02%+1,41813F-HRTimelineGroup
Cresset Asset Management, LLC14,652$1.72M0.01%+3,51113F-HRTimeline
Capital Investment Counsel, Inc14,572$1.71M0.2%+513F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding14,529$1.7M-21,714Timeline
RFG Advisory, LLC14,526$1.7M0.03%-73913F-HRTimeline
Ethos Financial Group, LLC14,520$1.7M0.13%-99513F-HRTimeline
Private Wealth Partners, LLC14,473$1.7M0.12%-18213F-HRTimeline
Biltmore Family Office, LLC14,472$1.7M0.23%+2,97413F-HRTimeline
Convergence Financial, LLC14,471$1.7M0.25%+89013F-HRTimeline
WealthTrust Axiom LLC14,399$1.69M0.43%-19913F-HRTimeline
Meridian Financial Partners LLC14,136$1.69M0.67%+30713F-HRTimeline
Victrix Investment Advisors14,270$1.67M0.65%+56713F-HRTimeline
Confluence Wealth Services, Inc.14,260$1.67M0.07%-1,02713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO14,247$1.67M0.46%-16613F-HRTimeline
BFSG, LLC14,199$1.66M0.16%+1,59313F-HRTimeline
NTV Asset Management LLC14,184$1.66M0.18%+1113F-HRTimeline
MSH Capital Advisors LLC14,121$1.66M0.35%+23813F-HRTimeline
Aaron Wealth Advisors LLC14,117$1.65M0.09%+3,64013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.14,087$1.65M0.01%+2,57113F-HRTimelineGroup
Weaver Capital Management LLC13,966$1.64M0.35%+2,28913F-HRTimeline
PARK NATIONAL CORP /OH/13,965$1.64M0.05%-37913F-HRTimeline
Modern Wealth Management, LLC13,803$1.62M0.03%+1,27713F-HRTimeline
Wealth Dimensions Group, Ltd.13,736$1.61M0.32%-34213F-HRTimeline
Armor Investment Advisors, LLC13,730$1.61M0.59%-3,51113F-HRTimeline
Patrick Mauro Investment Advisor, INC.13,728$1.61M0.84%-8813F-HRTimeline
LOM Asset Management Ltd13,681$1.6M0.46%+27513F-HRTimeline
Cornerstone Planning, LLC14,129$1.6M0.37%13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC13,640$1.6M0.05%+32913F-HRTimeline
ROI Financial Advisors, LLC13,567$1.59M0.91%+97813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding13,554$1.59M+6,825Timeline
Dakota Wealth Management13,552$1.59M0.03%-2,98213F-HR/ATimeline
Hartford Funds Management Co LLC13,527$1.59M0.13%-29813F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…13,525$1.59M0.02%-12,32513F-HRTimeline
Trust Investment Advisors13,484$1.58M0.84%+8213F-HRTimeline
TRUST CO OF VERMONT13,481$1.58M0.07%+47013F-HRTimeline
Williams Jones Wealth Management, LLC.13,457$1.58M0.02%+58213F-HRTimeline
Maven Securities LTDin group Maven Securities LTD13,450$1.58M0.2%new13F-HRTimelineGroup
NVWM, LLC13,432$1.57M0.34%-9113F-HRTimeline
Focus Financial Network, Inc.13,432$1.57M0.05%+21513F-HRTimeline
Welch Group, LLC13,370$1.57M0.06%+54913F-HRTimeline
Orca Wealth Management, LLC12,926$1.57M1.12%+27713F-HRTimeline
Jacobi Capital Management LLC13,320$1.56M0.09%-12613F-HRTimeline
FIRST MANHATTAN CO. LLC.13,295$1.56M<0.01%+10313F-HRTimeline
Alpha Omega Wealth Management LLC13,253$1.55M0.26%+4313F-HRTimeline
Mechanics Bank Trust Department13,247$1.55M0.2%-36713F-HRTimeline
DIVERSIFIED TRUST CO13,239$1.55M0.03%+73313F-HRTimeline
Integrated Wealth Concepts LLC13,224$1.55M0.02%-19,42113F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC13,220$1.55M0.12%+31013F-HRTimeline
AVIVA PLCin group AVIVA PLC13,213$1.55M<0.01%013F-HRTimelineGroup
Raleigh Capital Management Inc.13,194$1.55M0.56%+60113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC13,157$1.54M0.01%+2,99813F-HRTimelineGroup
Tema ETFs LLC13,117$1.54M0.12%-3613F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC13,101$1.54M1.16%+69813F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP12,996$1.52M0.01%-1,46713F-HRTimeline
Qtron Investments LLC12,983$1.52M0.2%-1,56313F-HRTimeline
Portside Wealth Group, LLC12,932$1.52M0.21%+17413F-HRTimeline
Lombard Odier Asset Management (Switzer…12,900$1.51M0.06%new13F-HRTimeline
Kennondale Capital Management LLC12,865$1.51M1.11%013F-HRTimeline
Norway Savings Bank12,786$1.5M0.69%013F-HRTimeline
HBK Sorce Advisory LLC12,281$1.5M0.03%+13113F-HRTimeline
Hanson & Doremus Investment Management12,713$1.49M0.18%-70613F-HRTimeline
VestGen Advisors, LLC12,705$1.49M0.06%+2,35113F-HRTimeline
MTM Investment Management, LLC12,625$1.48M0.47%-26713F-HRTimeline
Highview Capital Management LLC/DE/12,608$1.48M0.52%-27513F-HRTimeline
JT Stratford LLC12,595$1.48M0.19%+37613F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.12,582$1.47M0.72%+15013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,574$1.47M0.04%-41913F-HRTimelineGroup
Premier Fund Managers Ltd12,500$1.47M0.08%+2,50013F-HRTimeline
Richard Bernstein Advisors LLC12,486$1.46M0.04%-1,37213F-HRTimeline
Drucker Wealth 3.0, LLC12,467$1.46M0.26%-1,11713F-HRTimeline
Safe Harbor Fiduciary, LLC12,446$1.46M1.29%13F-HRTimeline
Columbia Asset Management12,434$1.46M0.26%+45713F-HRTimeline
DOLIVER ADVISORS, LP12,433$1.46M0.36%+4,55613F-HRTimeline
Allen Capital Group, LLC12,371$1.45M0.13%-13513F-HRTimeline
Patten Group, Inc.12,361$1.45M0.27%+413F-HRTimeline
EARNEST PARTNERS LLC12,304$1.44M0.01%-1,34413F-HRTimeline
Pullen Investment Management, LLC12,283$1.44M0.76%-8713F-HRTimeline
Continuum Advisory, LLC12,270$1.44M0.14%-15513F-HRTimeline
Souders Financial Advisors12,257$1.44M0.16%+3813F-HRTimeline
TCW GROUP INCin group TCW GROUP INC12,231$1.43M0.01%new13F-HRTimelineGroup
SWP Investment Management LLC12,229$1.43M1.04%-2,94913F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC12,199$1.43M0.7%-16413F-HRTimeline
Penobscot Investment Management Company…12,111$1.42M0.11%-10913F-HRTimeline
ZWJ INVESTMENT COUNSEL INC12,064$1.41M0.05%-3513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC12,049$1.41M0.48%+6013F-HRTimeline
MBL Wealth, LLC12,017$1.41M0.11%+2,20413F-HRTimeline
EXCALIBUR MANAGEMENT CORP12,014$1.41M0.51%+2013F-HRTimeline
Vestmark Advisory Solutions, Inc.11,999$1.41M0.02%+6,31913F-HRTimeline
Bellecapital International Ltd.11,986$1.4M0.25%+10613F-HRTimeline
Carnegie Investment Counsel11,973$1.4M0.03%+94213F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.11,965$1.4M<0.01%-30,36313F-HRTimelineGroup
Marble Harbor Investment Counsel, LLC11,958$1.4M0.15%013F-HRTimeline
ALLEN WEALTH MANAGEMENT, LLC11,952$1.4M0.84%+1,01213F-HRTimeline
Everhart Financial Group, Inc.11,932$1.4M0.13%-31313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC11,903$1.4M0.47%+97013F-HRTimeline
First County Bank /CT/11,869$1.39M0.73%-55013F-HRTimeline
Mystic Asset Management, Inc.11,844$1.39M0.31%-37013F-HRTimeline
Claro Advisors Inc.11,803$1.38M0.19%-6213F-HRTimeline
LongView Wealth Management11,850$1.38M0.33%+2613F-HRTimeline
Chesley Taft & Associates LLC11,796$1.38M0.05%+1,54113F-HRTimeline
Savvy Advisors, Inc.11,706$1.37M0.04%+4,31913F-HRTimeline
Valmark Advisers, Inc.11,537$1.35M0.02%+10113F-HRTimeline
SCOTIA CAPITAL INC.11,532$1.35M0.01%+45413F-HRTimeline
LS Investment Advisors, LLC11,445$1.34M0.19%+65013F-HRTimeline
LCNB CORP11,432$1.34M0.45%+8013F-HRTimeline
Phillips Wealth Planners LLC11,185$1.34M1.07%+37313F-HRTimeline
NewEdge Wealth, LLC11,374$1.33M0.02%+5,40813F-HRTimeline
Ausdal Financial Partners, Inc.11,366$1.33M0.06%-1613F-HRTimeline
Greenfield Savings Bank11,356$1.33M0.56%-36813F-HRTimeline
TOWNSQUARE CAPITAL LLC11,352$1.33M0.3%-14313F-HRTimeline
Segment Wealth Management, LLC11,351$1.33M0.08%+68013F-HRTimeline
Cascades Capital Asset Management, LLC11,347$1.33M0.56%-1,34313F-HRTimeline
Point Windward Advisors Inc.11,345$1.33M0.64%+12013F-HRTimeline
Trivium Point Advisory, LLC11,304$1.32M0.13%+63413F-HRTimeline
AXQ CAPITAL, LP11,296$1.32M0.3%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,248$1.32M0.03%-14813F-HRTimeline
SBI Okasan Asset Management Co.Ltd.11,200$1.32M0.07%13F-HRTimeline
Keystone Financial Group11,227$1.32M0.1%+4213F-HRTimeline
LMG Wealth Partners, LLC11,223$1.32M0.25%-113F-HRTimeline
OUTFITTERS FINANCIAL LLC11,215$1.31M1.03%+14013F-HRTimeline
Parallel Advisors, LLC11,179$1.31M0.02%-27113F-HRTimeline
Candriam S.C.A.11,160$1.31M0.01%new13F-HR/ATimeline
BANK OZK11,158$1.31M0.46%-19813F-HRTimeline
Edge Financial Advisors LLC6,664$1.3M0.55%+1,17813F-HRTimeline
B. Riley Wealth Advisors, Inc.11,104$1.3M0.06%+1413F-HRTimeline
Cassia Capital Partners, LLC11,047$1.29M0.7%-10013F-HRTimeline
Revisor Wealth Management LLC10,984$1.29M0.35%+3,83513F-HRTimeline
MainStreet Investment Advisors LLC10,963$1.28M0.18%-2,50313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,962$1.28M0.09%+38313F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…10,913$1.28M0.13%+30013F-HRTimeline
NovaPoint Capital, LLC10,849$1.27M0.33%+74013F-HRTimeline
Widmann Financial Services, Inc.10,843$1.27M0.78%+6113F-HRTimeline
1ST SOURCE BANK10,824$1.27M0.07%-9713F-HRTimeline
Kenora Financial, LLC10,794$1.27M0.43%+5613F-HRTimeline
Fideuram Asset Management (Ireland) dac10,829$1.26M0.1%13F-HRTimeline
Balboa Wealth Partners10,771$1.26M0.21%-30613F-HRTimeline
LifePlan Financial, LLC10,751$1.26M0.97%+54313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,732$1.26M0.24%+28513F-HRTimeline
Cherokee Insurance Co10,700$1.25M0.51%013F-HRTimeline
TCV Trust & Wealth Management, Inc.10,684$1.25M0.1%+26013F-HRTimeline
OmniStar Financial Group, Inc.10,671$1.25M0.73%+14613F-HRTimeline
Formidable Asset Management, LLC10,098$1.25M0.18%-1,01613F-HRTimeline
EAGLE GLOBAL ADVISORS LLC10,650$1.25M0.05%new13F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC10,620$1.24M0.41%+43213F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC10,580$1.24M0.17%-7013F-HRTimeline
Roxbury Financial LLC10,531$1.23M1.11%+8813F-HRTimeline
First City Capital Management, Inc.10,493$1.23M0.65%-29513F-HRTimeline
CFS Investment Advisory Services, LLC10,446$1.22M0.09%+61213F-HRTimeline
Taylor Hoffman Capital Management LLC10,375$1.22M0.37%+7213F-HRTimeline
O'Keefe Stevens Advisory, Inc.10,359$1.21M0.32%+46013F-HRTimeline
Mesirow Financial Investment Management…10,305$1.21M0.02%-1,98413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.10,254$1.2M0.51%+35013F-HRTimeline
Northstar Financial Companies, Inc.10,197$1.2M0.95%-2,93813F-HRTimeline
NFSG Corp10,184$1.19M0.19%-16513F-HRTimeline
RETIREMENT GUYS FORMULA LLC10,163$1.19M0.54%-3013F-HRTimeline
Chicago Capital, LLC10,119$1.19M0.03%-14413F-HRTimeline
Ballentine Partners, LLC10,071$1.18M0.02%-1,94213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,062$1.18M0.01%-1,72613F-HRTimelineGroup
Intesa Sanpaolo S.p.A.in group Intesa Sanpaolo S.p.A.10,000$1.18M0.08%13F-HR/ATimelineGroup
Winthrop Capital Management, LLC10,022$1.18M0.27%-15113F-HRTimeline
Haverford Trust Co10,017$1.17M0.01%+31013F-HRTimeline
Bluebird Wealth Management LLC9,996$1.17M1.09%13F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,970$1.17M0.03%+64413F-HRTimeline
Western Wealth Management, LLC9,877$1.16M0.05%+1,03013F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,872$1.16M0.04%+73113F-HRTimeline
MATHER GROUP, LLC.9,852$1.15M0.01%-4,35813F-HRTimeline
Pines Wealth Management, LLC9,846$1.15M0.37%+4913F-HRTimeline
CHICAGO TRUST Co NA9,827$1.15M0.18%-40013F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC9,811$1.15M0.16%+1613F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC9,749$1.14M0.35%+7,88713F-HRTimeline
FCA CORP /TX9,715$1.14M0.32%-55613F-HRTimeline
Texas Capital Bank Wealth Management Se…9,688$1.14M0.07%+5,64013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding9,575$1.13M+389Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,568$1.12M0.03%+11613F-HRTimeline
Ransom Advisory, Ltd9,565$1.12M0.44%+37013F-HRTimeline
Comprehensive Financial Consultants Ins…9,561$1.12M0.34%+1,03413F-HRTimeline
Kellett Wealth Advisors, LLC9,522$1.12M0.64%+413F-HRTimeline
CX Institutional9,506$1.11M0.03%+1,05213F-HRTimeline
Summit Global Investmentsin group Summit Global Investments9,481$1.11M0.07%new13F-HRTimelineGroup
Belpointe Asset Management LLC9,394$1.1M0.04%+57813F-HRTimeline
DANSKE BANK A/S9,387$1.1M<0.01%013F-HRTimeline
Abacus Planning Group, Inc.9,384$1.1M0.15%-16213F-HRTimeline
Rollins Financial Advisors, LLC9,370$1.1M0.16%-1,06713F-HRTimeline
SYON CAPITAL LLC9,308$1.09M0.05%-16113F-HRTimeline
ADVISORTRUST PARTNERS, LLC9,301$1.09M0.48%13F-HRTimeline
STABLEFORD CAPITAL II LLC9,278$1.09M0.39%+11713F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.9,265$1.09M0.51%-4613F-HRTimeline
Elm Partners Management LLC9,254$1.08M0.04%+8313F-HR/ATimeline
KEYNOTE FINANCIAL SERVICES LLC9,254$1.08M0.61%013F-HRTimeline