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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
Ancora Advisors LLCin group Ancora Advisors LLC8,618$1.02M0.02%+26913F-HRTimelineGroup
Gratus Wealth Advisors, LLC8,601$1.01M0.15%-10313F-HRTimeline
SUMITOMO LIFE INSURANCE CO8,599$1.01M0.07%-62013F-HRTimeline
Comprehensive Financial Consultants Ins…8,578$1.01M0.33%-5813F-HRTimeline
Cassaday & Co Wealth Management LLC8,542$1.01M0.03%+55813F-HRTimeline
Allred Capital Management, LLC8,532$1.01M0.38%-31413F-HRTimeline
Avantax Planning Partners, Inc.8,502$1M0.03%-17013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,488$1M0.07%+15913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI8,428$995K0.06%-46,66613F-HRTimeline
Thrive Wealth Management, LLC8,400$991K0.16%-2013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,397$991K0.02%-88413F-HRTimelineGroup
SCS Capital Management LLC8,381$989K0.01%+29413F-HRTimeline
Foster Victor Wealth Advisors, LLC8,417$986K0.07%+213F-HRTimeline
West Family Investments, Inc.8,313$981K0.26%+1,67713F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC8,310$981K<0.01%-5,50013F-HRTimeline
Kovack Advisors, Inc.8,308$980K0.1%-11413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC8,292$978K0.03%+4,22213F-HRTimeline
Sawyer & Company, Inc7,667$970K0.33%-66713F-HR/ATimeline
REAVES W H & CO INC8,164$963K0.02%-14013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,144$961K0.03%-45,41813F-HRTimelineGroup
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd8,142$961K0.21%new13F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC8,136$960K0.1%+2,58713F-HRTimelineGroup
BNP PARIBASin group BNP PARIBAS8,111$960K0.03%013F-HRTimelineGroup
BCS Wealth Management8,095$955K0.21%+6,33313F-HRTimeline
Buck Wealth Strategies, LLC8,085$954K0.15%-55313F-HRTimeline
Nebula Research & Development LLC8,082$954K0.08%new13F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,028$947K0.19%-5013F-HRTimeline
STEPH & CO8,013$946K0.31%-8213F-HRTimeline
Archford Capital Strategies, LLC7,994$943K0.12%-41813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC7,973$941K0.5%013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…7,971$941K0.15%-5713F-HRTimeline
Cape Investment Advisory, Inc.7,968$940K0.34%+40013F-HRTimeline
SCOTIA CAPITAL INC.7,951$938K<0.01%-2,92013F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC7,950$938K0.82%-11813F-HRTimelineGroup
INTRUST BANK NA7,896$932K0.08%-46913F-HRTimeline
HM PAYSON & CO7,892$931K0.01%-2613F-HRTimeline
Huntleigh Advisors, Inc.7,888$931K0.18%+10313F-HRTimeline
Birch Hill Investment Advisors LLC7,888$931K0.04%013F-HRTimeline
Rehmann Capital Advisory Group7,879$930K0.06%-39113F-HRTimeline
Aviance Capital Partners, LLC7,861$928K0.12%+1,30013F-HRTimeline
WULFF, HANSEN & CO.7,840$925K0.79%013F-HRTimeline
Three Magnolias Financial Advisors, LLC7,821$923K0.64%+113F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP7,795$920K0.03%+13413F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,792$919K0.03%-92013F-HRTimeline
DOLIVER ADVISORS, LP7,778$918K0.25%-1,55813F-HRTimeline
MIdWestOne Financial Group, Inc.7,771$917K0.12%-3113F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co7,764$916K0.05%-8,83213F-HRTimelineGroup
Signal Advisors Wealth, LLC7,735$913K0.07%new13F-HRTimeline
Harbour Trust & Investment Management Co7,721$911K0.1%+73413F-HRTimeline
Community Bank of Raymore7,690$907K0.67%013F-HRTimeline
Cannon Financial Strategists, Inc.7,689$907K0.14%+2513F-HRTimeline
VeraBank, N.A.7,682$906K0.18%+5,22013F-HRTimeline
CHAPIN DAVIS, INC.7,651$903K0.25%013F-HRTimeline
Fiduciary Group, LLC7,596$896K0.08%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW7,597$896K0.15%-14413F-HRTimelineGroup
V-Square Quantitative Management LLC7,573$894K0.12%+56313F-HRTimeline
Trust Co of the South7,551$891K0.16%-2,63913F-HRTimeline
High Net Worth Advisory Group LLC7,503$885K0.23%-66613F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC7,603$884K0.18%+1,91113F-HRTimeline
Cadence Bank7,494$884K0.06%+15813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC7,489$884K0.07%+92913F-HRTimeline
Baldwin Investment Management, LLC7,489$884K0.11%-4513F-HRTimeline
Voleon Capital Management LP7,478$882K0.05%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,446$879K0.25%+90313F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…7,401$873K0.01%new13F-HRTimelineGroup
AA Financial Advisors, LLC7,377$870K0.19%+1,10713F-HRTimeline
Gryphon Financial Partners LLC7,359$868K0.11%+1,20113F-HRTimeline
Bigelow Investment Advisors, LLC7,321$864K0.38%+19813F-HRTimeline
Atlanta Consulting Group Advisors, LLC7,317$863K0.24%-2313F-HRTimeline
Mayflower Financial Advisors, LLC7,315$863K0.12%+21613F-HRTimeline
SYON CAPITAL LLC7,304$862K0.06%+2,43613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT7,271$858K0.01%+3,16313F-HRTimeline
PITTENGER & ANDERSON INC7,250$856K0.03%013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC7,240$854K0.01%+85613F-HRTimeline
KLCM Advisors, Inc.7,222$852K0.09%-1,33213F-HRTimeline
MADDEN SECURITIES Corp7,221$852K0.29%-70313F-HRTimeline
McGrath & Associates, Inc.7,194$849K1.38%+15813F-HRTimeline
Revisor Wealth Management LLC7,161$846K0.31%+3,46613F-HRTimeline
Kapstone Financial Advisors LLC7,117$840K0.42%+75913F-HRTimeline
Marshall Financial Group, LLC7,154$839K0.16%-38913F-HRTimeline
ALBION FINANCIAL GROUP /UT7,046$831K0.05%013F-HRTimeline
CAPITAL ADVISORS INC/OK7,019$828K0.01%-77613F-HRTimeline
Alamea Verwaltungs GmbH7,008$827K0.62%-91613F-HRTimeline
CX Institutional6,953$821K0.03%+36613F-HR/ATimeline
Sound Income Strategies, LLC6,941$819K0.05%+5,03413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC6,530$818K0.07%+13113F-HRTimeline
Arete Wealth Advisors, LLC6,913$816K0.06%-97613F-HRTimeline
Archer Investment Corp6,908$815K0.19%+1013F-HRTimeline
WASHINGTON TRUST Co6,891$813K0.03%+26613F-HRTimeline
Prossimo Advisors, LLC6,871$811K0.65%-17413F-HRTimeline
Venture Visionary Partners LLC6,847$808K0.03%+35313F-HRTimeline
Wills Financial Group LLC6,842$807K0.35%+413F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC6,832$806K0.12%-14513F-HRTimeline
Paradigm Capital Management, LLC/NV6,832$806K0.8%013F-HRTimeline
Manchester Capital Management LLC6,825$805K0.11%+10013F-HRTimeline
Ausdal Financial Partners, Inc.6,794$802K0.05%-80613F-HRTimeline
Powers Advisory Group, LLC6,775$799K0.35%+4013F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC6,769$799K0.75%13F-HRTimeline
Keudell/Morrison Wealth Management6,758$797K0.18%-67313F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC6,746$796K<0.01%+3,01113F-HRTimelineGroup
L.M. KOHN & COMPANY6,700$791K0.21%-29213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,688$789K0.08%+45013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC6,688$789K0.07%013F-HRTimeline
Cobler Capital Management, LLC6,241$788K0.78%13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC6,650$785K0.35%-8613F-HRTimeline
Legacy Wealth Asset Management, LLC6,627$782K0.2%-5813F-HRTimeline
AdvisorNet Financial, Inc6,611$780K0.05%-14113F-HRTimeline
Larson Financial Group LLC6,565$775K0.03%+1,92513F-HRTimeline
SAPIENT CAPITAL LLC6,531$771K0.01%-3,73213F-HRTimeline
Schonfeld Strategic Advisors LLC6,529$770K0.01%-17,03713F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.6,520$769K0.48%+50613F-HRTimeline
Wealth Management Associates, Inc.6,512$768K0.3%-20013F-HRTimeline
Smith Thornton Advisors LLC6,507$768K0.44%-22513F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding6,501$768K-3,513Timeline
Mechanics Financial Corp6,482$765K0.33%+4,42513F-HRTimeline
Diligent Investors, LLC6,471$764K0.18%-9013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS6,468$763K0.33%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding6,461$762K+200Timeline
Cross Staff Investments Inc6,449$761K0.57%-33213F-HRTimeline
Visionary Horizons, LLC6,446$761K0.48%-31013F-HRTimeline
INCEPTIONR LLC6,428$759K0.18%new13F-HRTimeline
3Chopt Investment Partners, LLC6,428$759K0.18%-26613F-HRTimeline
Stockman Wealth Management, Inc.6,419$757K0.1%-11213F-HRTimeline
Main Street Financial Solutions, LLC6,408$756K0.05%+2,34413F-HRTimeline
Crestwood Advisors Group, LLC6,406$756K0.01%+1,00313F-HRTimeline
DEARBORN PARTNERS LLC6,395$755K0.04%+3013F-HRTimeline
Dorsey & Whitney Trust CO LLC6,388$754K0.04%+39513F-HRTimeline
BEARING POINT CAPITAL, LLC6,376$752K0.14%-1,12913F-HRTimeline
Persium Advisors, LLC6,371$752K0.62%+29813F-HRTimeline
WHITTIER TRUST CO6,353$750K0.01%-10013F-HRTimeline
Crescent Sterling, Ltd.6,353$750K0.84%-12513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,339$748K0.06%-5913F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,337$748K0.13%013F-HRTimeline
EDGEWOOD MANAGEMENT LLC6,302$744K<0.01%013F-HRTimeline
Monument Capital Management6,293$743K0.19%new13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…6,292$742K0.84%-3,03313F-HRTimeline
NWF Advisory Services Inc.6,273$740K0.09%-21913F-HRTimeline
Goepper Burkhardt LLC6,252$738K0.27%+2,61813F-HRTimeline
Finward Bancorp6,250$738K0.58%-513F-HRTimeline
Perpetual Ltdin group Perpetual Ltd6,245$737K0.01%new13F-HRTimelineGroup
CIM INVESTMENT MANAGEMENT INC6,508$734K0.14%+3,24913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…6,212$733K0.07%-14513F-HRTimelineGroup
Future Financial Wealth Managment LLC6,205$732K0.5%+2613F-HRTimeline
Legacy Financial Advisors, Inc.6,188$730K0.11%+11213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6,186$730K0.33%-7113F-HRTimeline
Coppell Advisory Solutions LLC6,238$729K0.09%+9613F-HR/ATimeline
Northwest Bancshares, Inc.6,157$727K0.13%-12513F-HRTimeline
United Bank6,138$724K0.28%-2613F-HRTimeline
Financial Management Professionals, Inc.6,100$720K0.08%-32613F-HRTimeline
Clarion Wealth Managment Partners, LLC6,100$720K0.79%13F-HRTimeline
MCDANIEL TERRY & CO6,093$719K0.06%-2413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,083$718K0.04%+86413F-HRTimeline
Glen Eagle Advisors, LLC6,058$715K0.11%+31813F-HRTimeline
MITCHELL SINKLER & STARR/PA6,051$714K0.34%-24113F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,048$714K0.04%-14813F-HRTimeline
Lantz Financial LLC6,040$713K0.18%+5213F-HRTimeline
BRIGHTON JONES LLC6,039$713K0.02%+16113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co6,039$713K0.04%-18213F-HRTimelineGroup
Bank of New Hampshire6,035$712K0.18%+14013F-HRTimeline
WATERS PARKERSON & CO., LLC6,022$711K0.04%013F-HRTimeline
Avestar Capital, LLC6,014$710K0.05%+2,02713F-HRTimeline
Supplemental Annuity Collective Trust o…6,000$708K0.2%013F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC5,997$708K0.01%+12913F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO5,995$707K0.05%-7,35213F-HR/ATimelineGroup
Aegis Wealth Management LLC5,773$704K0.42%013F-HRTimeline
Parkside Financial Bank & Trust5,958$703K0.08%+12713F-HRTimeline
AlphaCore Capital LLC5,912$698K0.03%+1,49913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,905$697K0.17%-8713F-HRTimeline
EASTERN BANK5,885$694K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC5,866$692K0.02%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC5,873$692K<0.01%+4,10813F-HRTimelineGroup
CALTON & ASSOCIATES, INC.5,843$689K0.12%+1,29713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV5,833$688K0.05%+30413F-HRTimeline
NWAM LLC5,668$687K0.04%+40713F-HR/ATimeline
Aspen Wealth Strategies, LLC5,816$686K0.41%-14613F-HRTimeline
NORTH DALLAS BANK & TRUST CO5,814$686K0.52%13F-HRTimeline
EPG Wealth Management LLC5,805$685K0.21%-2,67413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,785$683K0.04%-2513F-HR/ATimeline
Optas, LLC5,782$682K0.13%+2,95213F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC5,774$681K0.33%+20713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …5,762$680K0.04%-13713F-HRTimelineGroup
Financial Partners Group, LLC5,760$680K0.25%-2,51613F-HRTimeline
Independence Bank of Kentucky5,757$679K0.1%-7613F-HRTimeline
Cornerstone Advisory, LLC5,753$679K0.07%-19913F-HRTimeline
Nilsine Partners, LLC5,748$678K0.07%+11713F-HRTimeline
San Luis Wealth Advisors LLC5,744$678K0.15%-38013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC5,737$677K0.01%-48013F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,733$676K0.17%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,729$676K0.04%-13613F-HRTimeline
Fisher Asset Management, LLC5,702$673K<0.01%-1,38313F-HRTimeline
Savvy Advisors, Inc.5,687$671K0.04%+1,88713F-HRTimeline
Finivi Inc.5,676$670K0.45%+23713F-HRTimeline
Kuhn & Co Investment Counsel5,676$670K0.51%013F-HRTimeline
Garrett Wealth Advisory Group, LLC5,672$669K0.14%+4613F-HRTimeline
Bridgewater Advisors Inc.5,633$666K0.05%+2,93113F-HRTimeline
TFG Advisers LLC5,635$665K0.23%+27313F-HRTimeline
Sonora Investment Management Group, LLC5,622$663K0.05%+35613F-HRTimeline
SBI Securities Co., Ltd.5,609$662K0.02%-76513F-HRTimeline
WESPAC Advisors, LLC5,605$661K0.46%new13F-HRTimeline
E&G Advisors, LLC5,600$661K0.17%013F-HRTimeline