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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
EPG Wealth Management LLC8,350$900K0.24%-6913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC8,348$899K0.02%-16713F-HRTimelineGroup
Frank, Rimerman Advisors LLC8,342$899K0.07%+61813F-HRTimeline
Parallel Advisors, LLC8,284$893K0.02%-14713F-HRTimeline
CHAPIN DAVIS, INC.7,675$885K0.29%013F-HRTimeline
Segment Wealth Management, LLC8,195$883K0.06%+11513F-HRTimeline
High Net Worth Advisory Group LLC8,169$880K0.25%013F-HRTimeline
Cascades Capital Asset Management, LLC8,159$879K0.47%+813F-HRTimeline
Hexagon Capital Partners LLC8,144$877K0.16%+28713F-HRTimeline
Harbour Trust & Investment Management Co8,132$876K0.1%+813F-HRTimeline
OAKWORTH CAPITAL, INC.8,099$873K0.06%-36413F-HRTimeline
BNP PARIBASin group BNP PARIBAS8,111$872K0.01%013F-HRTimelineGroup
Verity Asset Management, Inc.9,428$871K0.49%+61713F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,078$870K0.18%-4013F-HRTimeline
CAPITAL ADVISORS INC/OK8,074$870K0.02%-41813F-HRTimeline
Marcum Wealth, LLC8,068$869K0.08%+13213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC8,057$868K0.49%-70013F-HRTimeline
Cassaday & Co Wealth Management LLC8,050$867K0.02%-8213F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC8,029$865K0.72%-1,16513F-HRTimelineGroup
Allen Mooney & Barnes Investment Adviso…8,011$863K0.15%-3513F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC8,005$862K0.02%-6,54013F-HRTimelineGroup
Visionary Horizons, LLC8,003$862K0.57%-45613F-HRTimeline
WHITTIER TRUST CO7,999$862K0.01%+13313F-HRTimeline
Marshall Financial Group, LLC7,992$861K0.21%-49113F-HRTimeline
LifePlan Financial, LLC7,977$859K0.76%+1,74813F-HRTimeline
Abacus Planning Group, Inc.7,967$858K0.15%+36213F-HRTimeline
KLCM Advisors, Inc.7,964$858K0.1%+63413F-HRTimeline
BANK OF HAWAII7,959$858K0.05%-92913F-HRTimeline
MADDEN SECURITIES Corp7,924$854K0.34%013F-HRTimeline
Birch Hill Investment Advisors LLC7,888$850K0.04%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW7,849$846K0.15%-5713F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.7,525$843K0.04%-1,34313F-HRTimelineGroup
DIVERSIFIED TRUST CO7,819$843K0.02%+68813F-HRTimeline
Huntleigh Advisors, Inc.7,797$840K0.18%13F-HRTimeline
RETIREMENT GUYS FORMULA LLC7,794$840K0.42%+74113F-HRTimeline
Cannon Financial Strategists, Inc.7,714$831K0.14%+39213F-HRTimeline
Community Bank of Raymore7,690$829K0.65%-1,05513F-HRTimeline
WULFF, HANSEN & CO.7,675$827K0.78%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.7,643$823K0.01%+51013F-HRTimelineGroup
Delta Financial Group, Inc.7,594$818K0.19%+1413F-HRTimeline
Fiduciary Group, LLC7,546$813K0.08%013F-HRTimeline
Arax Advisory Partners7,541$812K0.05%+5,40513F-HRTimeline
MIdWestOne Financial Group, Inc.7,515$810K0.11%-27513F-HRTimeline
Radnor Capital Management, LLC7,503$808K0.14%-2,20013F-HRTimeline
Everhart Financial Group, Inc.7,478$806K0.17%-31413F-HRTimeline
USA FINANCIAL FORMULAS7,460$804K0.13%new13F-HRTimeline
Cadence Bank7,412$799K0.05%-1,27613F-HRTimeline
Cape Investment Advisory, Inc.7,412$799K0.31%-57913F-HRTimeline
Diligent Investors, LLC7,410$798K0.18%-5813F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,380$795K0.03%-1713F-HRTimeline
Rehmann Capital Advisory Group7,341$791K0.05%-913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,315$788K0.03%+3313F-HRTimeline
QUADRANT CAPITAL GROUP LLC7,273$784K0.05%+5013F-HRTimeline
BEARING POINT CAPITAL, LLC7,255$782K0.16%13F-HRTimeline
V-Square Quantitative Management LLC7,233$779K0.11%+9613F-HRTimeline
Keudell/Morrison Wealth Management7,227$779K0.2%+18713F-HRTimeline
TRUST POINT INC.7,220$778K0.05%+10513F-HRTimeline
REAVES W H & CO INC7,215$777K0.02%-48,33513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT7,208$777K0.02%+17413F-HRTimeline
Prossimo Advisors, LLC7,202$776K0.56%+413F-HRTimeline
L.M. KOHN & COMPANY7,185$774K0.2%+31713F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC7,126$768K0.01%-7,87913F-HRTimelineGroup
CoreCap Advisors, LLC7,111$766K0.03%+2213F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC7,103$765K0.13%-5113F-HRTimeline
Archer Investment Corp7,088$764K0.2%+41013F-HRTimeline
Mayflower Financial Advisors, LLC7,075$762K0.11%+4413F-HRTimeline
WASHINGTON TRUST Co7,037$758K0.03%+21813F-HRTimeline
McGrath & Associates, Inc.7,036$758K1.53%13F-HRTimeline
Aviance Capital Partners, LLC7,025$757K0.1%-12,89413F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC7,025$757K0.11%+7213F-HRTimeline
West Family Investments, Inc.7,023$757K0.26%-26213F-HRTimeline
DANSKE BANK A/S6,987$753K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS6,968$751K0.33%013F-HRTimeline
Continuum Advisory, LLC6,961$750K0.1%+3313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC6,945$748K0.37%+21013F-HRTimeline
First Command Advisory Services, Inc.6,903$744K0.01%013F-HRTimeline
Wills Financial Group, Inc.6,870$740K0.32%-3813F-HRTimeline
Sargent Investment Group, LLC6,966$739K0.12%+3,73613F-HRTimeline
HM PAYSON & CO6,859$739K0.01%-48913F-HRTimeline
Baldwin Investment Management, LLC6,846$738K0.1%-1,78713F-HRTimeline
Mediolanum International Funds Ltd6,864$738K0.01%new13F-HRTimeline
Sandy Spring Bank6,838$737K0.03%-91613F-HRTimeline
NorthRock Partners, LLC6,827$736K0.02%+55813F-HR/ATimeline
Legacy Wealth Asset Management, LLC6,814$734K0.2%-20713F-HRTimeline
United Community Bankin group United Community Bank6,806$733K0.29%-7013F-HRTimelineGroup
Paradigm Capital Management, LLC/NV6,797$732K0.68%+22613F-HRTimeline
MITCHELL SINKLER & STARR/PA6,782$731K0.19%-5,07113F-HRTimeline
Cross Staff Investments Inc6,781$731K0.51%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.6,775$730K<0.01%+97213F-HRTimelineGroup
BRIGHTON JONES LLC6,754$728K0.02%+70013F-HR/ATimeline
Corps Capital Advisors, LLC6,743$726K0.74%13F-HRTimeline
Smith Thornton Advisors LLC6,732$725K0.46%+86913F-HRTimeline
Wealth Management Associates, Inc.6,712$723K0.31%013F-HRTimeline
Powers Advisory Group, LLC6,697$722K0.36%+4313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,688$721K0.07%-18413F-HRTimeline
Claris Financial LLC6,684$720K0.47%13F-HRTimeline
Avior Wealth Management, LLC6,670$719K0.03%-63213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC6,662$718K0.12%013F-HRTimeline
Northstar Financial Companies, Inc.6,660$718K0.68%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC6,325$716K0.07%+1,16713F-HRTimeline
MBL Wealth, LLC6,645$716K0.07%+43013F-HRTimeline
Atlanta Consulting Group Advisors, LLC6,626$714K0.26%-7,84313F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.6,590$710K0.33%+3513F-HRTimeline
SAPIENT CAPITAL LLC6,582$709K0.01%+2313F-HRTimeline
Canal Capital Management, LLC6,580$709K0.11%-64,27513F-HRTimeline
Bigelow Investment Advisors, LLC6,550$706K0.33%-13113F-HRTimeline
SBI Securities Co., Ltd.6,547$705K0.02%13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC6,529$703K0.06%-6213F-HRTimeline
Kapstone Financial Advisors LLC6,358$703K0.38%013F-HRTimeline
Rithm Capital Corp.6,500$700K2.85%new13F-HRTimeline
O'Keefe Stevens Advisory, Inc.6,499$700K0.22%+1,90513F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,482$698K0.05%013F-HRTimeline
Manchester Capital Management LLC6,479$698K0.08%+313F-HRTimeline
Crescent Sterling, Ltd.6,478$698K0.72%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC6,477$698K0.03%+5113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6,466$697K0.02%+5513F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC6,454$695K0.01%+38113F-HRTimeline
Stockman Wealth Management, Inc.6,433$693K0.11%+48213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,398$689K0.06%-21813F-HRTimeline
DEARBORN PARTNERS LLC6,389$688K0.03%+3713F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.6,313$680K0.42%-12113F-HRTimeline
Northwest Bancshares, Inc.6,307$680K0.13%-1,18913F-HRTimeline
EDGEWOOD MANAGEMENT LLC6,302$679K<0.01%013F-HRTimeline
Finward Bancorp6,300$679K0.59%13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding6,280$677K0Timeline
Financial Management Professionals, Inc.6,270$676K0.09%+58413F-HRTimeline
HEADINVEST, LLC6,255$674K0.13%-66613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6,253$674K0.05%+28113F-HRTimelineGroup
Visionary Wealth Advisors6,247$673K0.04%-6913F-HRTimeline
Cornerstone Advisory, LLC6,029$673K0.08%-66413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,238$672K0.07%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,219$670K0.04%-1413F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC6,182$666K0.01%+46513F-HRTimeline
Future Financial Wealth Managment LLC6,154$663K0.48%-1,42413F-HRTimeline
ALTFEST L J & CO INC6,135$661K0.08%-1,17913F-HRTimeline
MCDANIEL TERRY & CO6,117$659K0.05%+2,51213F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,115$659K0.13%+44513F-HRTimeline
AA Financial Advisors, LLC6,089$656K0.17%+76513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,093$656K0.04%-3313F-HRTimeline
Coppell Advisory Solutions LLC6,061$653K0.09%+1,44913F-HRTimeline
Carnegie Investment Counsel6,056$652K0.02%-2613F-HRTimeline
Parkside Financial Bank & Trust6,047$652K0.09%+1013F-HRTimeline
FLOW TRADERS U.S. LLC6,044$651K0.03%new13F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC6,042$651K0.01%+3,65113F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co6,039$651K0.05%013F-HRTimelineGroup
WATERS PARKERSON & CO., LLC6,022$649K0.03%-12513F-HRTimeline
Lantz Financial LLC6,011$648K0.17%+10613F-HRTimeline
Supplemental Annuity Collective Trust o…6,000$646K0.19%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,991$645K0.02%013F-HRTimeline
MATHER GROUP, LLC.5,980$644K0.01%+89913F-HRTimeline
SeaCrest Wealth Management, LLC5,975$644K0.07%+13613F-HRTimeline
Gladstone Institutional Advisory LLC5,972$643K0.03%-8113F-HRTimeline
NWF Advisory Services Inc.5,967$643K0.09%new13F-HRTimeline
NewEdge Wealth, LLC5,953$641K0.01%+15613F-HRTimeline
PITCAIRN COin group PITCAIRN CO5,952$641K0.04%-6813F-HRTimelineGroup
EASTERN BANK5,947$641K0.01%+66613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,945$641K0.25%+313F-HRTimeline
AdvisorNet Financial, Inc5,943$640K0.05%+69313F-HRTimeline
Ausdal Financial Partners, Inc.5,936$640K0.06%+22713F-HRTimeline
CX Institutional5,914$637K0.03%+2,44013F-HRTimeline
Persium Advisors, LLC5,914$637K0.63%13F-HRTimeline
CHICAGO TRUST Co NA5,912$637K0.11%+1,57513F-HRTimeline
Aspen Wealth Strategies, LLC5,899$636K0.41%+56813F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …5,890$635K0.04%+113F-HRTimelineGroup
Legacy Financial Advisors, Inc.5,888$634K0.1%-2613F-HRTimeline
Main Street Financial Solutions, LLC5,885$634K0.06%+1,18413F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,865$632K0.04%013F-HRTimeline
United Bank5,861$631K0.27%+1,09713F-HRTimeline
Bank of New Hampshire5,850$630K0.16%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,827$628K0.02%+1,08213F-HRTimeline
Passumpsic Savings Bank5,818$627K0.39%+7913F-HRTimeline
Aegis Wealth Management LLC5,803$625K0.42%13F-HRTimeline
Grove Bank & Trust5,803$625K0.09%+29013F-HRTimeline
Glen Eagle Advisors, LLC5,788$624K0.1%+3613F-HRTimeline
Transform Wealth, LLC5,768$621K0.03%+1,90413F-HRTimeline
Independence Bank of Kentucky5,762$621K0.1%-513F-HRTimeline
Centiva Capital, LP5,750$620K0.02%-13,86313F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC5,739$618K0.01%+1,25613F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…5,733$618K0.8%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,733$618K0.16%013F-HRTimeline
Venture Visionary Partners LLC5,722$617K0.03%-11513F-HR/ATimeline
Dorsey & Whitney Trust CO LLC5,719$616K0.03%-1,73513F-HRTimeline
Centre Asset Management, LLC5,721$616K0.14%+40813F-HRTimeline
Verity & Verity, LLC5,716$616K0.06%new13F-HRTimeline
E&G Advisors, LLC5,700$614K0.17%+20013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…5,695$614K0.06%+25513F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC5,683$612K0.02%+82113F-HRTimelineGroup
Nilsine Partners, LLC5,680$612K0.07%-68513F-HRTimeline
Kuhn & Co Investment Counsel5,676$612K0.52%013F-HRTimeline
BCGM Wealth Management, LLC5,642$608K0.19%-12813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,635$607K0.04%-16113F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…5,634$607K0.21%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,617$605K0.06%+72213F-HRTimeline
Garrett Wealth Advisory Group, LLC5,582$601K0.14%+57513F-HRTimeline
WILKINS INVESTMENT COUNSEL INC5,565$600K0.09%013F-HRTimeline
Gryphon Financial Partners LLC5,561$599K0.09%+50213F-HRTimeline
Eisler Capital Management Ltd.5,541$598K0.02%13F-HRTimeline
BOWEN HANES & CO INC5,543$597K0.02%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,541$597K0.05%+41613F-HR/ATimeline
Palogic Value Management, L.P.5,537$597K0.24%013F-HR/ATimeline