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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
Cascades Capital Asset Management, LLC8,331$1.02M0.55%+17213F-HRTimeline
Sawyer & Company, Inc8,334$1.02M0.41%-58313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,329$1.02M0.08%-17213F-HRTimeline
First Command Advisory Services, Inc.8,311$1.01M0.01%+1,40813F-HRTimeline
REAVES W H & CO INC8,304$1.01M0.03%+1,08913F-HRTimeline
Financial Partners Group, LLC8,276$1.01M0.44%-68013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD8,271$1.01M0.06%+6,33313F-HR/ATimeline
Rehmann Capital Advisory Group8,270$1.01M0.06%+92913F-HRTimeline
Friedenthal Financial8,226$1M0.6%new13F-HRTimeline
Foster Victor Wealth Advisors, LLC8,415$1M0.08%-43313F-HRTimeline
Vestmark Advisory Solutions, Inc.8,204$1M0.03%+4,65813F-HRTimeline
Callan Family Office, LLC8,199$1M0.07%-4,02313F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.8,187$999K0.05%+66213F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding8,195$997K-611Timeline
High Net Worth Advisory Group LLC8,169$996K0.28%013F-HRTimeline
BNP PARIBASin group BNP PARIBAS8,111$991K0.04%013F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management8,096$987K<0.01%-991,59613F-HRTimelineGroup
STEPH & CO8,095$987K0.35%-69513F-HRTimeline
SCS Capital Management LLC8,087$986K0.01%new13F-HR/ATimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,078$985K0.21%013F-HRTimeline
O'Keefe Stevens Advisory, Inc.8,072$985K0.32%+1,57313F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC8,068$984K0.84%+3913F-HRTimelineGroup
Mediolanum International Funds Ltd8,238$984K0.01%+1,37413F-HRTimeline
Legacy Advisors, LLC8,030$979K0.1%+5,81813F-HRTimeline
Allen Mooney & Barnes Investment Adviso…8,028$979K0.16%+1713F-HRTimeline
Cassaday & Co Wealth Management LLC7,984$974K0.03%-6613F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC7,973$972K0.54%-8413F-HR/ATimeline
Alamea Verwaltungs GmbH7,924$966K0.84%13F-HRTimeline
MADDEN SECURITIES Corp7,924$966K0.38%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,921$966K0.03%+54113F-HRTimeline
HM PAYSON & CO7,918$966K0.02%+1,05913F-HRTimeline
Birch Hill Investment Advisors LLC7,888$962K0.05%013F-HRTimeline
Arete Wealth Advisors, LLC7,889$962K0.07%-63013F-HRTimeline
DANSKE BANK A/S7,874$960K<0.01%+88713F-HRTimeline
WULFF, HANSEN & CO.7,840$956K0.87%+16513F-HRTimeline
Three Magnolias Financial Advisors, LLC7,820$954K0.81%+2,73713F-HRTimeline
MIdWestOne Financial Group, Inc.7,802$951K0.14%+28713F-HRTimeline
CAPITAL ADVISORS INC/OK7,795$951K0.02%-27913F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…7,796$950K0.02%+5,77613F-HRTimelineGroup
Huntleigh Advisors, Inc.7,785$950K0.22%-1213F-HR/ATimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW7,741$944K0.18%-10813F-HRTimelineGroup
Community Bank of Raymore7,690$938K0.76%013F-HRTimeline
BANK OF HAWAII7,681$937K0.05%-27813F-HRTimeline
Cannon Financial Strategists, Inc.7,664$935K0.16%-5013F-HRTimeline
Carnegie Investment Counsel7,915$934K0.02%+1,85913F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP7,661$934K0.03%-1,51613F-HRTimeline
CHAPIN DAVIS, INC.7,651$933K0.32%-2413F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…7,602$927K0.08%new13F-HRTimelineGroup
Ausdal Financial Partners, Inc.7,600$927K0.07%+1,66413F-HRTimeline
Fiduciary Group, LLC7,596$926K0.09%+5013F-HRTimeline
Cape Investment Advisory, Inc.7,568$923K0.37%+15613F-HRTimeline
Sculati Wealth Management, LLC7,565$923K0.37%+2,99013F-HRTimeline
Marshall Financial Group, LLC7,543$920K0.2%-44913F-HRTimeline
Baldwin Investment Management, LLC7,534$919K0.11%+68813F-HRTimeline
BEARING POINT CAPITAL, LLC7,505$915K0.19%+25013F-HRTimeline
Keudell/Morrison Wealth Management7,431$906K0.21%+20413F-HRTimeline
NorthRock Partners, LLC7,367$899K0.03%+54013F-HRTimeline
Continuum Advisory, LLC7,362$898K0.12%+40113F-HRTimeline
Bayforest Capital Ltd7,343$896K0.39%+7,26513F-HR/ATimeline
Atlanta Consulting Group Advisors, LLC7,340$895K0.26%+71413F-HRTimeline
Cadence Bank7,336$895K0.06%-7613F-HRTimeline
Northstar Financial Companies, Inc.7,329$894K0.97%+66913F-HRTimeline
PITTENGER & ANDERSON INC7,250$884K0.03%+1,90013F-HRTimeline
Simplicity Wealth,LLC7,238$883K0.07%+4,46413F-HRTimeline
RIA Advisory Group LLC7,232$882K0.29%+2,59213F-HRTimeline
Delta Financial Group, Inc.7,454$881K0.2%-14013F-HRTimeline
Cooper Financial Group7,169$874K0.12%-3,03213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,167$874K0.03%+70113F-HRTimelineGroup
Summit Global Investmentsin group Summit Global Investments7,126$869K0.06%-3,61313F-HRTimelineGroup
Bigelow Investment Advisors, LLC7,123$869K0.41%+57313F-HRTimeline
Mayflower Financial Advisors, LLC7,099$866K0.13%+2413F-HRTimeline
Fisher Asset Management, LLC7,085$864K<0.01%+1,76813F-HRTimeline
ALBION FINANCIAL GROUP /UT7,046$859K0.06%-1,32313F-HRTimeline
Good Steward Wealth Advisors,LLC7,043$859K0.78%13F-HRTimeline
Prossimo Advisors, LLC7,045$859K0.65%-15713F-HRTimeline
McGrath & Associates, Inc.7,036$858K1.57%013F-HRTimeline
V-Square Quantitative Management LLC7,010$855K0.12%-22313F-HRTimeline
Campbell & CO Investment Adviser LLC6,993$853K0.07%-4,03413F-HRTimeline
L.M. KOHN & COMPANY6,992$853K0.22%-19313F-HRTimeline
Harbour Trust & Investment Management Co6,987$852K0.1%-1,14513F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC6,977$851K0.13%-4813F-HRTimeline
MARTINGALE ASSET MANAGEMENT L P6,963$849K0.02%new13F-HRTimeline
Archer Investment Corp6,898$841K0.22%-19013F-HRTimeline
Wills Financial Group LLC6,838$834K0.37%13F-HRTimeline
Paradigm Capital Management, LLC/NV6,832$833K0.85%+3513F-HRTimeline
Cross Staff Investments Inc6,781$827K0.62%013F-HRTimeline
AXA S.A.in group AXA S.A.6,775$826K<0.01%new13F-HRTimelineGroup
Visionary Horizons, LLC6,756$824K0.58%-1,24713F-HRTimeline
AdvisorNet Financial, Inc6,752$824K0.06%+80913F-HRTimeline
ADAPT WEALTH ADVISORS, LLC6,736$822K0.4%-20913F-HRTimeline
Powers Advisory Group, LLC6,735$822K0.39%+3813F-HRTimeline
Smith Thornton Advisors LLC6,732$821K0.51%013F-HRTimeline
Manchester Capital Management LLC6,725$820K0.1%+24613F-HRTimeline
Wealth Management Associates, Inc.6,712$819K0.35%013F-HRTimeline
3Chopt Investment Partners, LLC6,694$816K0.21%new13F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,688$816K0.08%013F-HRTimeline
Legacy Wealth Asset Management, LLC6,685$815K0.23%-12913F-HRTimeline
West Family Investments, Inc.6,636$809K0.3%-38713F-HRTimeline
WASHINGTON TRUST Co6,625$808K0.03%-41213F-HRTimeline
CX Institutional6,587$803K0.03%+67313F-HRTimeline
Diligent Investors, LLC6,561$800K0.19%-84913F-HRTimeline
Aviance Capital Partners, LLC6,561$800K0.11%-46413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC6,560$800K0.06%+3113F-HRTimeline
WEST MICHIGAN ADVISORS, LLC6,543$798K0.26%+3,38913F-HRTimeline
Sandy Spring Bank6,542$798K0.03%-29613F-HRTimeline
Stockman Wealth Management, Inc.6,531$797K0.12%+9813F-HRTimeline
Rithm Capital Corp.6,500$793K1.77%013F-HRTimeline
Venture Visionary Partners LLC6,494$792K0.03%+77213F-HRTimeline
NWF Advisory Services Inc.6,492$792K0.11%+52513F-HRTimeline
Crescent Sterling, Ltd.6,478$790K0.81%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS6,468$789K0.37%-50013F-HRTimeline
WHITTIER TRUST CO6,453$787K0.01%-1,54613F-HRTimeline
Financial Management Professionals, Inc.6,426$784K0.1%+15613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,384$779K0.01%-7013F-HRTimeline
SBI Securities Co., Ltd.6,374$777K0.03%-17313F-HRTimeline
DEARBORN PARTNERS LLC6,365$776K0.04%-2413F-HRTimeline
Kapstone Financial Advisors LLC6,358$775K0.44%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…6,357$775K0.08%+66213F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC6,337$773K0.14%-76613F-HRTimeline
OSSIAM6,319$771K0.01%-8,52513F-HRTimeline
Visionary Wealth Advisors6,315$770K0.05%+6813F-HRTimeline
EDGEWOOD MANAGEMENT LLC6,302$769K<0.01%013F-HRTimeline
MITCHELL SINKLER & STARR/PA6,292$767K0.21%-49013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC6,399$767K0.08%+7413F-HRTimeline
Northwest Bancshares, Inc.6,282$766K0.14%-2513F-HRTimeline
HEADINVEST, LLC6,270$765K0.15%+1513F-HRTimeline
AA Financial Advisors, LLC6,270$765K0.19%+18113F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding6,261$764K-19Timeline
CALDWELL SUTTER CAPITAL, INC.6,257$763K0.36%-33313F-HRTimeline
Finward Bancorp6,255$763K0.66%-4513F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,238$761K0.09%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,221$759K0.05%+18213F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC6,217$758K0.01%+3513F-HRTimeline
SeaCrest Wealth Management, LLC6,205$757K0.09%+23013F-HRTimeline
CoreCap Advisors, LLC6,200$756K0.03%-91113F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,196$756K0.05%-28613F-HRTimeline
Future Financial Wealth Managment LLC6,179$754K0.55%+2513F-HRTimeline
United Bank6,164$752K0.31%+30313F-HRTimeline
Gryphon Financial Partners LLC6,158$751K0.11%+59713F-HRTimeline
Coppell Advisory Solutions LLC6,142$748K0.1%+8113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,131$747K0.05%+3813F-HRTimeline
San Luis Wealth Advisors LLC6,124$747K0.17%new13F-HR/ATimeline
MCDANIEL TERRY & CO6,117$746K0.07%013F-HRTimeline
Legacy Financial Advisors, Inc.6,076$741K0.12%+18813F-HRTimeline
Persium Advisors, LLC6,073$741K0.7%+15913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.6,033$736K0.05%-22013F-HRTimelineGroup
CHICAGO TRUST Co NA6,028$735K0.13%+11613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,026$735K0.15%-8913F-HRTimeline
WATERS PARKERSON & CO., LLC6,022$734K0.04%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC6,015$734K0.01%+2,03613F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.6,014$734K0.5%-29913F-HRTimeline
Supplemental Annuity Collective Trust o…6,000$732K0.23%013F-HRTimeline
Cornerstone Advisory, LLC5,952$732K0.09%-7713F-HRTimeline
Dorsey & Whitney Trust CO LLC5,993$731K0.04%+27413F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,992$731K0.2%new13F-HRTimeline
Lantz Financial LLC5,988$730K0.2%-2313F-HRTimeline
Everstar Asset Management, LLC5,980$729K0.48%+2,88013F-HR/ATimeline
Dogwood Wealth Management LLC5,973$729K0.38%new13F-HRTimeline
Aspen Wealth Strategies, LLC5,962$727K0.48%+6313F-HRTimeline
Centre Asset Management, LLC5,908$721K0.19%+18713F-HRTimeline
Claris Financial LLC6,684$720K0.47%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …5,899$720K0.04%+913F-HRTimelineGroup
Bank of New Hampshire5,895$719K0.19%+4513F-HRTimeline
EASTERN BANK5,885$718K0.01%-6213F-HRTimeline
BRIGHTON JONES LLC5,878$717K0.02%-87613F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC5,868$716K0.01%-17413F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC5,866$715K0.02%+3913F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,865$715K0.05%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,834$712K0.03%-15713F-HRTimeline
Independence Bank of Kentucky5,833$711K0.11%+7113F-HRTimeline
Parkside Financial Bank & Trust5,831$711K0.09%-21613F-HRTimeline
OAKWORTH CAPITAL, INC.5,800$707K0.05%-2,29913F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC5,798$707K0.15%-5,54013F-HRTimeline
Aegis Wealth Management LLC5,773$704K0.41%-3013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,810$704K0.06%+26913F-HRTimeline
Glen Eagle Advisors, LLC5,740$700K0.12%-4813F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,733$699K0.19%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,731$699K0.27%-21413F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…5,733$699K0.98%013F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC5,692$694K0.16%+91913F-HRTimeline
Kuhn & Co Investment Counsel5,676$692K0.58%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,398$689K0.06%013F-HRTimeline
Nilsine Partners, LLC5,631$687K0.08%-4913F-HRTimeline
Garrett Wealth Advisory Group, LLC5,626$686K0.15%+4413F-HRTimeline
E&G Advisors, LLC5,600$683K0.19%-10013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…5,589$682K0.25%-4513F-HRTimeline
First Financial Group Corp5,587$682K0.77%+24813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC5,567$679K0.38%+1,22713F-HRTimeline
Busey Bank5,565$679K0.02%+42113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC5,549$677K0.08%new13F-HRTimelineGroup
Alpha Cubed Investments, LLC5,548$677K0.03%new13F-HRTimeline
BOWEN HANES & CO INC5,543$676K0.02%013F-HRTimeline
Palogic Value Management, L.P.5,537$675K0.3%013F-HR/ATimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,529$674K0.05%-10613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,502$671K0.03%-18113F-HRTimelineGroup
Retirement Planning Co of New England, …5,490$670K0.33%+9113F-HR/ATimeline
Intrua Financial, LLC5,474$668K0.1%+41113F-HRTimeline
Register Financial Advisors LLC5,461$666K0.35%+213F-HRTimeline
Finivi Inc.5,439$663K0.53%+6213F-HRTimeline
Trilogy Capital Inc.5,438$663K0.03%+4313F-HRTimeline