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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,429 managers (2,483 13F filers) reported a position in DUK shares at 2026-03-31, 540,962,781 shares in all. 197 filers opened a position and 108 filers sold out during the quarter.

Managers
2,429
13F filers
2,483
New
197
Added
1,094
Reduced
828
Sold out
108
Shares held by filers
540,962,781

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
United Community Bankin group United Community Bank14,870$1.95M0.65%-23813F-HRTimelineGroup
Parcion Private Wealth LLC14,844$1.94M0.12%+5513F-HRTimeline
Savvy Advisors, Inc.14,766$1.93M0.05%+3,06013F-HRTimeline
Modern Wealth Management, LLC14,764$1.93M0.03%+96113F-HRTimeline
VestGen Advisors, LLC15,290$1.91M0.05%+2,58513F-HRTimeline
Bull Street Advisors, LLC14,598$1.91M0.95%-7513F-HRTimeline
Confluence Wealth Services, Inc.14,564$1.91M0.07%+30413F-HRTimeline
SCOTIA CAPITAL INC.14,562$1.91M0.01%+3,03013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC14,547$1.9M0.3%-16613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.14,520$1.9M0.01%+43313F-HRTimelineGroup
Man Group plcin group Man Group plc14,501$1.9M<0.01%-341,52313F-HRTimelineGroup
Lombard Odier Asset Management (Switzer…14,500$1.9M0.07%+1,60013F-HRTimeline
Private Wealth Partners, LLC14,491$1.9M0.15%+1813F-HRTimeline
Blueshift Asset Management, LLC14,467$1.89M0.57%new13F-HRTimeline
Biltmore Family Office, LLC14,429$1.89M0.26%-4313F-HRTimeline
Voleon Capital Management LP14,415$1.89M0.04%new13F-HRTimeline
WealthTrust Axiom LLC14,400$1.89M0.46%+113F-HRTimeline
BFSG, LLC14,317$1.87M0.18%+11813F-HRTimeline
ROI Financial Advisors, LLC14,254$1.87M1.12%+68713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO14,247$1.87M0.52%013F-HRTimeline
MSH Capital Advisors LLC14,241$1.86M0.39%+12013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED14,230$1.86M0.14%-89913F-HRTimeline
Meridian Financial Partners LLC14,119$1.86M0.71%-1713F-HRTimeline
NTV Asset Management LLC14,185$1.86M0.2%+113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC14,119$1.85M0.01%+96213F-HRTimelineGroup
NFSG Corp14,097$1.85M0.3%+3,91313F-HRTimeline
Weaver Capital Management LLC14,069$1.84M0.4%+10313F-HRTimeline
T. Rowe Price Investment Management, In…14,000$1.83M<0.01%-10,10513F-HRTimeline
Dakota Wealth Management13,981$1.83M0.04%+42913F-HR/ATimeline
Parallax Volatility Advisers, L.P.14,541$1.83M0.08%-5,73613F-HRTimeline
Hartford Funds Management Co LLC13,902$1.82M0.16%+37513F-HRTimeline
PARK NATIONAL CORP /OH/13,845$1.81M0.06%-12013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding14,322$1.81M+4,747Timeline
LOM Asset Management Ltd13,743$1.8M0.52%+6213F-HRTimeline
Gateway Wealth Partners, LLC13,635$1.79M0.07%+10,27613F-HRTimeline
Armor Investment Advisors, LLC13,633$1.79M0.64%-9713F-HRTimeline
Resolution Capital Ltd13,598$1.78M0.04%-22,37013F-HRTimeline
NVWM, LLC13,596$1.78M0.4%+16413F-HRTimeline
Arax Advisory Partners13,592$1.77M0.05%-7,08213F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…13,525$1.77M0.02%013F-HRTimeline
JT Stratford LLC13,497$1.77M0.22%+90213F-HRTimeline
Jacobi Capital Management LLC13,372$1.75M0.1%+5213F-HRTimeline
Williams Jones Wealth Management, LLC.13,333$1.75M0.02%-12413F-HRTimeline
Highview Capital Management LLC/DE/13,292$1.74M0.63%+68413F-HRTimeline
Raleigh Capital Management Inc.13,291$1.74M0.6%+9713F-HRTimeline
Focus Financial Network, Inc.13,282$1.74M0.06%-15013F-HRTimeline
AVIVA PLCin group AVIVA PLC13,213$1.73M<0.01%013F-HRTimelineGroup
Tema ETFs LLC13,180$1.73M0.12%+6313F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding13,175$1.73M+6,096Timeline
EXENCIAL WEALTH ADVISORS, LLC13,151$1.72M0.05%-48913F-HRTimeline
Columbia Asset Management13,144$1.72M0.33%+71013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,093$1.71M0.04%+51913F-HRTimelineGroup
NOVARE CAPITAL MANAGEMENT LLC13,078$1.71M0.14%-14213F-HRTimeline
Portside Wealth Group, LLC13,075$1.71M0.23%+14313F-HRTimeline
AssuredPartners Investment Advisors, LLC13,026$1.71M0.19%-2,66413F-HRTimeline
Balboa Wealth Partners13,072$1.71M0.29%+2,30113F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.13,054$1.71M0.01%new13F-HRTimelineGroup
Ethos Financial Group, LLC14,534$1.7M0.12%+1413F-HRTimeline
Qtron Investments LLC12,983$1.7M0.23%013F-HRTimeline
Orca Wealth Management, LLC12,934$1.69M1.21%+813F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC12,921$1.69M1.28%-18013F-HRTimeline
Apella Capital, LLC13,204$1.69M0.03%+7,69313F-HRTimeline
Kennondale Capital Management LLC12,865$1.68M1.21%013F-HRTimeline
Cassia Capital Partners, LLC12,862$1.68M0.87%+1,81513F-HRTimeline
TCW GROUP INCin group TCW GROUP INC12,852$1.68M0.01%+62113F-HRTimelineGroup
Welch Group, LLC12,807$1.68M0.06%-56313F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding12,779$1.68M-1,750Timeline
Wealth Dimensions Group, Ltd.12,795$1.68M0.33%-94113F-HRTimeline
KING LUTHER CAPITAL MANAGEMENT CORP12,756$1.67M0.01%-24013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12,696$1.66M0.02%-1,96213F-HRTimelineGroup
MTM Investment Management, LLC12,636$1.65M0.52%+1113F-HRTimeline
Safe Harbor Fiduciary, LLC12,629$1.65M1.57%+18313F-HRTimeline
AGP FRANKLIN, LLC12,610$1.65M0.82%-3,14213F-HRTimeline
Mechanics Bank Trust Department12,602$1.65M0.23%-64513F-HRTimeline
Constant Guidance Financial LLC12,600$1.65M1.14%+4,30013F-HRTimeline
Premier Fund Managers Ltd12,500$1.65M0.12%013F-HRTimeline
Allen Capital Group, LLC12,550$1.64M0.15%+17913F-HRTimeline
Everhart Financial Group, Inc.12,526$1.64M0.14%+59413F-HRTimeline
Bright Futures Wealth Management, LLC.12,496$1.64M1.12%new13F-HRTimeline
Patten Group, Inc.12,492$1.64M0.28%+13113F-HRTimeline
ZWJ INVESTMENT COUNSEL INC12,489$1.64M0.06%+42513F-HRTimeline
Richard Bernstein Advisors LLC12,486$1.63M0.05%013F-HRTimeline
Souders Financial Advisors12,479$1.63M0.19%+22213F-HRTimeline
Parallel Advisors, LLC12,432$1.63M0.03%+1,25313F-HR/ATimeline
Grantham, Mayo, Van Otterloo & Co. LLC12,391$1.62M<0.01%-10,38013F-HRTimeline
Norway Savings Bank12,381$1.62M0.77%-40513F-HRTimeline
Drake & Associates, LLC12,373$1.62M0.31%-5,03113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC12,261$1.61M0.06%new13F-HRTimelineGroup
DIVERSIFIED TRUST CO12,182$1.6M0.03%-1,05713F-HRTimeline
Penobscot Investment Management Company…12,151$1.59M0.12%+4013F-HRTimeline
EARNEST PARTNERS LLC12,149$1.59M0.01%-15513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC12,145$1.59M0.54%+9613F-HRTimeline
FIRST MANHATTAN CO. LLC.12,144$1.59M<0.01%-1,15113F-HRTimeline
Pullen Investment Management, LLC12,131$1.59M0.8%-15213F-HRTimeline
1ST SOURCE BANK12,103$1.58M0.08%+1,27913F-HRTimeline
DOLIVER ADVISORS, LP12,097$1.58M0.36%-33613F-HRTimeline
EXCALIBUR MANAGEMENT CORP12,068$1.58M0.57%+5413F-HRTimeline
Claro Advisors Inc.12,046$1.58M0.19%+24313F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.11,959$1.57M0.79%-62313F-HRTimeline
Marble Harbor Investment Counsel, LLC11,958$1.57M0.17%013F-HRTimeline
Carnegie Investment Counsel11,926$1.56M0.03%-4713F-HRTimeline
MBL Wealth, LLC11,925$1.56M0.12%-9213F-HRTimeline
Keystone Financial Group11,903$1.56M0.11%+67613F-HRTimeline
Alpha Omega Wealth Management LLC11,891$1.56M0.25%-1,36213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management11,834$1.55M<0.01%-80,35013F-HRTimelineGroup
Mystic Asset Management, Inc.11,831$1.55M0.36%-1313F-HRTimeline
Drucker Wealth 3.0, LLC11,762$1.54M0.27%-70513F-HRTimeline
NovaPoint Capital, LLC11,734$1.54M0.39%+88513F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP11,712$1.53M0.05%+3,97513F-HRTimeline
LVW Advisors, LLC11,708$1.53M0.15%-6,44813F-HRTimeline
TOWNSQUARE CAPITAL LLC11,670$1.53M0.34%+31813F-HRTimeline
LifePlan Financial, LLC11,646$1.52M1.13%+89513F-HRTimeline
Point Windward Advisors Inc.11,640$1.52M0.76%+29513F-HRTimeline
O'Keefe Stevens Advisory, Inc.11,616$1.52M0.38%+1,25713F-HRTimeline
RiverFront Investment Group, LLC11,615$1.52M0.02%+3,40713F-HRTimeline
RFG Advisory, LLC11,588$1.52M0.03%-2,93813F-HRTimeline
Ausdal Financial Partners, Inc.11,581$1.52M0.07%+21513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC11,566$1.51M0.04%+1,59613F-HRTimeline
Haverford Trust Co11,559$1.51M0.01%+1,54213F-HRTimeline
Bellecapital International Ltd.11,553$1.51M0.27%-43313F-HR/ATimeline
ALLEN WEALTH MANAGEMENT, LLC11,552$1.51M0.76%-40013F-HRTimeline
LCNB CORP11,472$1.5M0.5%+4013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,419$1.5M0.03%+17113F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,403$1.49M0.05%+2,42613F-HR/ATimelineGroup
Widmann Financial Services, Inc.11,398$1.49M0.89%+55513F-HRTimeline
Candriam S.C.A.11,392$1.49M0.01%+23213F-HRTimeline
Odyssean, LLC11,377$1.49M0.54%new13F-HRTimeline
Trust Investment Advisors11,345$1.49M0.87%-2,13913F-HRTimeline
Continuum Advisory, LLC11,336$1.48M0.14%-93413F-HRTimeline
Chesley Taft & Associates LLC11,301$1.48M0.06%-49513F-HRTimeline
LMG Wealth Partners, LLC11,293$1.48M0.27%+7013F-HRTimeline
SBI Okasan Asset Management Co.Ltd.11,200$1.48M0.06%013F-HRTimeline
Greenfield Savings Bank11,232$1.47M0.63%-12413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,231$1.47M0.13%-15,44913F-HRTimelineGroup
Mesirow Financial Investment Management…11,210$1.47M0.02%+90513F-HRTimeline
OUTFITTERS FINANCIAL LLC11,190$1.47M1.13%-2513F-HRTimeline
RETIREMENT GUYS FORMULA LLC11,161$1.46M0.67%+99813F-HRTimeline
BANK OZK11,036$1.45M0.51%-12213F-HRTimeline
ADVISORTRUST PARTNERS, LLC11,013$1.44M0.6%+1,71213F-HRTimeline
Revisor Wealth Management LLC10,933$1.43M0.4%-5113F-HRTimeline
Kenora Financial, LLC10,912$1.43M0.5%+11813F-HRTimeline
Belpointe Asset Management LLC10,910$1.43M0.05%+1,51613F-HRTimeline
Fisher Asset Management, LLC10,875$1.42M<0.01%+2,73913F-HRTimeline
Segment Wealth Management, LLC10,858$1.42M0.08%-49313F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.10,833$1.42M0.24%+5,70213F-HRTimelineGroup
FORTRESS PRIVATE LEDGER, LLC10,778$1.41M0.44%+15813F-HRTimeline
Corundum Group, Inc.10,767$1.41M0.47%+6,82213F-HRTimeline
Valmark Advisers, Inc.10,744$1.41M0.02%-79313F-HRTimeline
WHALEROCK POINT PARTNERS, LLC10,732$1.41M0.27%013F-HRTimeline
Phillips Wealth Planners LLC11,242$1.4M1.06%+5713F-HRTimeline
Cherokee Insurance Co10,700$1.4M0.53%013F-HRTimeline
Ballentine Partners, LLC10,654$1.4M0.02%+58313F-HRTimeline
EAGLE GLOBAL ADVISORS LLC10,650$1.39M0.05%013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…10,634$1.39M0.12%-27913F-HRTimeline
First County Bank /CT/10,629$1.39M0.74%-1,24013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC10,582$1.39M0.2%+213F-HRTimeline
Roxbury Financial LLC10,577$1.38M1.25%+4613F-HRTimeline
Andrew Hill Investment Advisors, Inc.10,560$1.38M1.23%-7,89813F-HRTimeline
SYON CAPITAL LLC10,554$1.38M0.07%+1,24613F-HRTimeline
HBK Sorce Advisory LLC11,098$1.38M0.03%-1,18313F-HRTimeline
TCV Trust & Wealth Management, Inc.10,524$1.38M0.12%-16013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd10,505$1.38M0.01%+8,56613F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Hayek Kallen Investment Management10,479$1.37M0.45%new13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…10,464$1.37M0.14%new13F-HRTimelineGroup
MainStreet Investment Advisors LLC10,459$1.37M0.21%-50413F-HRTimeline
Dickmeyer Boyce Financial Management, I…10,458$1.37M0.81%13F-HRTimeline
Bluebird Wealth Management LLC10,453$1.37M1.4%+45713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co10,422$1.36M0.02%+36013F-HRTimelineGroup
Western Wealth Management, LLC10,412$1.36M0.05%+53513F-HR/ATimeline
Aaron Wealth Advisors LLC10,338$1.35M0.08%-3,77913F-HRTimeline
CFS Investment Advisory Services, LLC10,558$1.35M0.09%+11213F-HRTimeline
Winthrop Capital Management, LLC10,320$1.35M0.35%+29813F-HRTimeline
Taylor Hoffman Capital Management LLC10,259$1.34M0.41%-11613F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC10,219$1.34M0.43%+47013F-HRTimeline
Comprehensive Financial Consultants Ins…10,200$1.34M0.4%+63913F-HRTimeline
GTS SECURITIES LLC10,071$1.32M0.05%+3,57813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,050$1.32M0.09%-91213F-HRTimeline
RIA Advisory Group LLC10,036$1.31M0.32%+86113F-HRTimeline
KCM INVESTMENT ADVISORS LLC9,982$1.31M0.04%+11013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.9,954$1.3M0.55%-30013F-HRTimeline
FCA CORP /TX9,912$1.3M0.37%+19713F-HRTimeline
CHICAGO TRUST Co NA9,865$1.29M0.21%+3813F-HRTimeline
MATHER GROUP, LLC.9,787$1.28M0.01%-6513F-HRTimeline
Hexagon Capital Partners LLC9,716$1.27M0.19%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC9,705$1.27M0.04%+13713F-HRTimeline
BCS Private Wealth Management, Inc.9,691$1.27M0.39%+48613F-HRTimeline
B. Riley Wealth Advisors, Inc.9,632$1.27M0.08%-1,47213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC9,593$1.26M0.1%+1,97313F-HRTimeline
First City Capital Management, Inc.9,587$1.26M0.67%-90613F-HRTimeline
AA Financial Advisors, LLC9,577$1.25M0.18%+1,18213F-HRTimeline
Elm Partners Management LLC9,463$1.25M0.05%+20913F-HRTimeline
Verity Asset Management, Inc.9,509$1.25M0.52%+28913F-HRTimeline
Cascades Capital Asset Management, LLC9,506$1.24M0.52%-1,84113F-HRTimeline
Sculati Wealth Management, LLC9,501$1.24M0.46%+40613F-HRTimeline
Larson Financial Group LLC9,490$1.24M0.04%+1,73813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC9,486$1.24M0.03%+5,00813F-HRTimeline
Vestmark Advisory Solutions, Inc.9,472$1.24M0.01%-2,52713F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC9,436$1.24M0.15%-37513F-HRTimeline
Kellett Wealth Advisors, LLC9,427$1.23M0.67%-9513F-HRTimeline
Pines Wealth Management, LLC9,419$1.23M0.4%-42713F-HRTimeline