Skip to content
Disclosery

DUK DUKE ENERGY CORP NEW

Follow

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
Verity Asset Management, Inc.9,220$1.08M0.46%+1013F-HRTimeline
BCS Private Wealth Management, Inc.9,205$1.08M0.37%+16013F-HRTimeline
Patriot Financial Group Insurance Agenc…9,196$1.08M0.13%+44013F-HRTimeline
Atlas Brown,Inc.9,193$1.08M0.32%-95513F-HRTimeline
RIA Advisory Group LLC9,175$1.08M0.26%+7,04013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC9,160$1.07M0.12%-1,09913F-HRTimeline
Field & Main Bank9,148$1.07M0.31%-8513F-HRTimeline
Sollinda Capital Management LLC9,123$1.07M0.27%-22213F-HRTimeline
Sculati Wealth Management, LLC9,095$1.07M0.38%-33513F-HRTimeline
Marble Wealth, LLC9,040$1.06M0.15%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC8,982$1.05M0.08%+1,45013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,977$1.05M0.04%-58213F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC8,971$1.05M0.02%+1,07213F-HRTimelineGroup
International Private Wealth Advisors L…8,956$1.05M0.66%+2,41113F-HRTimeline
INGALLS & SNYDER LLC8,927$1.05M0.04%-45713F-HRTimeline
JBR Co Financial Management Inc8,911$1.04M0.44%-12513F-HRTimeline
Kovack Advisors, Inc.8,861$1.04M0.05%+2,91213F-HR/ATimeline
Allred Capital Management, LLC8,843$1.04M0.37%+20313F-HRTimeline
Thrive Wealth Management, LLC8,827$1.03M0.15%+41713F-HRTimeline
First Dallas Securities Inc.8,827$1.03M0.38%-19113F-HRTimeline
Nepsis Inc.8,819$1.03M0.32%-34513F-HRTimeline
Alessandra Capital Management, LLC8,789$1.03M0.92%13F-HRTimeline
Violich Capital Management, Inc.8,708$1.02M0.11%-13013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC8,690$1.02M0.46%-57013F-HRTimeline
Foster Victor Wealth Advisors, LLC8,485$1.01M0.06%-1,45613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…8,627$1.01M0.02%+8713F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC8,601$1.01M0.01%+43913F-HRTimeline
PeakShares LLC8,568$1M0.98%13F-HRTimeline
West Family Investments, Inc.8,566$1M0.24%-1,10213F-HRTimeline
Cassaday & Co Wealth Management LLC8,563$1M0.02%-4013F-HRTimeline
CURA WEALTH ADVISORS, LLC8,545$1M0.38%new13F-HRTimeline
Wills Financial Group LLC8,543$1M0.38%+1,38813F-HRTimeline
NEVILLE RODIE & SHAW INC8,515$998K0.07%-6613F-HRTimeline
SCS Capital Management LLC8,513$998K0.01%+18213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC8,470$993K0.07%-55213F-HRTimeline
Frank, Rimerman Advisors LLC8,432$988K0.06%-2,64613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI8,428$988K0.05%013F-HRTimeline
SUMITOMO LIFE INSURANCE CO8,403$985K0.03%+5513F-HRTimeline
AA Financial Advisors, LLC8,395$984K0.18%-12713F-HRTimeline
Aviance Capital Partners, LLC8,323$976K0.11%013F-HRTimeline
Gibbs Wealth Management8,345$975K0.24%-2,17313F-HRTimeline
Constant Guidance Financial LLC8,300$973K0.68%new13F-HRTimeline
Cape Investment Advisory, Inc.8,281$971K0.3%+4,85113F-HRTimeline
Harbour Trust & Investment Management Co8,250$967K0.1%+32013F-HRTimeline
First Command Advisory Services, Inc.8,225$964K0.01%+9113F-HRTimeline
Huber Capital Management LLC8,217$963K0.14%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,212$963K0.03%-12,15313F-HRTimeline
RiverFront Investment Group, LLC8,208$962K0.02%+56713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,201$961K0.06%+47513F-HRTimeline
HM PAYSON & CO8,191$960K0.01%-53213F-HRTimeline
INTRUST BANK NA8,174$958K0.08%+27713F-HRTimeline
REAVES W H & CO INC8,164$957K0.02%-91,29513F-HRTimeline
Pathfinder Wealth Consulting, Inc.8,149$955K0.6%13F-HRTimeline
Fisher Asset Management, LLC8,136$954K<0.01%+1,30913F-HRTimeline
Huntleigh Advisors, Inc.8,128$953K0.16%+17413F-HRTimeline
Sawyer & Company, Inc8,124$952K0.34%-5013F-HRTimeline
Checchi Capital Advisers, LLC8,117$951K0.06%-13213F-HRTimeline
Rehmann Capital Advisory Group8,207$950K0.05%-19513F-HRTimeline
Fiduciary Group, LLC8,106$950K0.08%+51013F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,047$943K0.02%-38,74613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,032$941K0.06%-3,61313F-HRTimeline
MIdWestOne Financial Group, Inc.8,029$941K0.1%+17113F-HRTimeline
CHAPIN DAVIS, INC.8,010$939K0.22%+3013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…7,980$935K0.14%-713F-HRTimeline
Archford Capital Strategies, LLC7,964$933K0.11%-613F-HRTimeline
WULFF, HANSEN & CO.7,950$932K0.78%013F-HRTimeline
CROBAN7,942$931K0.45%+11513F-HRTimeline
Sound Income Strategies, LLC7,798$930K0.04%+6,00313F-HRTimeline
Caption Management, LLC7,900$926K0.04%new13F-HRTimeline
Birch Hill Investment Advisors LLC7,888$925K0.04%013F-HRTimeline
DB&C Advisors, LLC7,846$920K1.15%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,827$917K0.03%+91313F-HRTimeline
Baldwin Investment Management, LLC7,826$917K0.1%-11813F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co7,805$915K0.04%+13313F-HRTimelineGroup
Three Magnolias Financial Advisors, LLC7,792$913K0.57%-3013F-HRTimeline
Larson Financial Group LLC7,752$909K0.03%+813F-HRTimeline
WHITTIER TRUST CO7,708$908K0.01%+1,69413F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP7,737$907K0.03%-2213F-HRTimeline
Avantax Planning Partners, Inc.7,714$904K0.03%-31413F-HRTimeline
Community Bank of Raymore7,690$901K0.61%013F-HRTimeline
NORTH DALLAS BANK & TRUST CO7,666$899K0.59%13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co7,663$898K0.05%+1,62913F-HRTimelineGroup
Simplicity Wealth,LLC7,660$898K0.05%-6,19413F-HRTimeline
New Republic Capital, LLC7,640$896K0.24%+3,28113F-HRTimeline
San Luis Wealth Advisors LLC7,633$895K0.15%+1,08013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,620$893K0.07%+5,70913F-HRTimeline
Crestwood Advisors Group, LLC7,615$893K0.01%-1,41313F-HRTimeline
Journey Advisory Group, LLC7,591$890K0.07%-1,67413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC7,569$887K0.04%-4,91713F-HRTimeline
Aprio Wealth Management, LLC7,560$886K0.05%+95113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,502$883K0.02%+1,63613F-HRTimeline
Atlanta Consulting Group Advisors, LLC7,500$879K0.2%+17613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC7,486$877K0.2%-15613F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC7,438$872K0.07%+72313F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.7,429$871K0.26%new13F-HRTimeline
Gratus Wealth Advisors, LLC7,400$867K0.12%-1,13013F-HRTimeline
Mayflower Financial Advisors, LLC7,377$865K0.1%+1613F-HRTimeline
Bigelow Investment Advisors, LLC7,373$864K0.34%+9413F-HRTimeline
Powers Advisory Group, LLC7,354$862K0.32%+4013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW7,346$861K0.13%-8713F-HRTimelineGroup
Kapstone Financial Advisors LLC7,282$854K0.42%+39013F-HRTimeline
HORAN Wealth, LLC7,272$852K0.13%-13213F-HRTimeline
PITTENGER & ANDERSON INC7,250$850K0.03%013F-HRTimeline
Legacy Financial Advisors, Inc.7,249$850K0.12%-5113F-HRTimeline
Zinnia Wealth Advisory, LLC7,193$843K0.91%13F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA7,187$842K0.08%-8,84913F-HRTimelineGroup
MQS Management LLC7,182$842K0.5%new13F-HRTimeline
Venture Visionary Partners LLC7,011$842K0.03%+26913F-HRTimeline
BOWEN HANES & CO INC7,143$837K0.02%+1,60013F-HRTimeline
VeraBank, N.A.7,131$836K0.15%-25713F-HRTimeline
Dogwood Wealth Management LLC7,129$836K0.37%-1,17213F-HRTimeline
MADDEN SECURITIES Corp7,121$835K0.25%+10013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC7,110$833K0.01%-34513F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …7,087$831K0.05%-49913F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,085$830K0.05%+4,62413F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT7,084$830K0.05%-2013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding7,079$830K+499Timeline
Inspire Advisors, LLCin group Inspire Investing, LLC7,061$828K0.08%-27213F-HRTimelineGroup
McGrath & Associates, Inc.7,034$825K1.17%-6013F-HRTimeline
MIRAMONTES CAPITAL, LLC7,028$824K0.28%13F-HRTimeline
Archer Investment Corp6,989$819K0.18%+7113F-HRTimeline
Persium Advisors, LLC6,989$819K0.6%+35113F-HRTimeline
Lantz Financial LLC6,969$817K0.17%+15013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…6,945$814K0.15%-17813F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI6,941$814K0.08%+2,69313F-HRTimeline
SAPIENT CAPITAL LLC6,898$812K0.01%+34213F-HRTimeline
ADAPT WEALTH ADVISORS, LLC6,925$812K0.28%+17213F-HRTimeline
BIP Wealth, LLC6,924$812K0.03%+4,12713F-HRTimeline
Gryphon Financial Partners LLC6,918$811K0.09%+17513F-HRTimeline
Cadence Bank6,910$810K0.05%-32513F-HRTimeline
Manchester Capital Management LLC6,872$805K0.11%+7313F-HRTimeline
GW HENSSLER & ASSOCIATES LTD6,871$805K0.04%-7813F-HRTimeline
WASHINGTON TRUST Co6,867$805K0.03%+69813F-HRTimeline
Cannon Financial Strategists, Inc.6,840$802K0.11%013F-HRTimeline
KLCM Advisors, Inc.6,827$800K0.07%013F-HRTimeline
CAPITAL ADVISORS INC/OK6,821$799K0.01%-20213F-HRTimeline
Farringdon Capital, Ltd.6,798$797K0.2%-14,46513F-HRTimeline
Avidian Wealth Enterprises, LLC6,780$795K0.03%+4113F-HRTimeline
Nilsine Partners, LLC6,751$791K0.07%+27213F-HRTimeline
Challenger Wealth Management6,745$791K0.6%+2013F-HRTimeline
CARRET ASSET MANAGEMENT, LLC6,688$784K0.07%013F-HRTimeline
Legacy Wealth Asset Management, LLC6,677$783K0.19%+6613F-HRTimeline
Thompson David Blair6,669$782K0.45%13F-HRTimeline
Coppell Advisory Solutions LLC6,629$780K0.08%-10113F-HRTimeline
Claris Financial LLC6,634$778K0.41%+3613F-HRTimeline
AdvisorNet Financial, Inc6,615$775K0.04%+23013F-HRTimeline
Howard Capital Management, LLC6,604$774K0.01%+2713F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC6,590$772K0.64%-27513F-HRTimelineGroup
WealthPoint Financial, LLC6,581$771K0.67%13F-HRTimeline
Capital Square, LLC6,556$768K0.39%+1,18713F-HRTimeline
Smith Thornton Advisors LLC6,552$768K0.39%+13013F-HRTimeline
UNITED BANK6,545$767K0.1%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,544$767K0.01%+1,67813F-HRTimeline
Soltis Investment Advisors LLC6,542$767K0.05%+18713F-HR/ATimeline
Mechanics Financial Corp6,534$766K0.28%-18013F-HRTimeline
GTS SECURITIES LLC6,493$761K0.03%-5,48213F-HRTimeline
Themes Management Co LLC6,488$760K0.6%13F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC6,480$760K0.1%+7713F-HRTimeline
Keel Point, LLC6,470$758K0.05%+1,27513F-HRTimeline
Monument Capital Management6,460$757K0.19%+16713F-HRTimeline
Clarion Wealth Managment Partners, LLC6,455$757K0.7%+23613F-HRTimeline
Goepper Burkhardt LLC6,452$756K0.25%+20013F-HRTimeline
Cross Staff Investments Inc6,449$756K0.42%013F-HRTimeline
Future Financial Wealth Managment LLC6,312$755K0.51%+12013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,437$754K0.12%-3013F-HRTimeline
Stockman Wealth Management, Inc.6,429$754K0.09%-2513F-HR/ATimeline
CALTON & ASSOCIATES, INC.6,405$751K0.11%+30913F-HRTimeline
Diligent Investors, LLC6,379$748K0.18%-9213F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding6,379$748K-82Timeline
ARMSTRONG ADVISORY GROUP, INC6,365$746K0.05%+6313F-HRTimeline
Keudell/Morrison Wealth Management6,360$745K0.16%13F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…6,359$745K0.61%+7413F-HRTimeline
NorthRock Partners, LLC6,344$744K0.01%-6,36413F-HRTimeline
Golden State Wealth Management, LLC6,344$744K0.08%+1,78913F-HRTimeline
DEARBORN PARTNERS LLC6,328$742K0.04%-6713F-HRTimeline
EDGEWOOD MANAGEMENT LLC6,302$739K<0.01%013F-HRTimeline
Spinnaker Investment Group, LLC6,297$738K0.13%-213F-HRTimeline
XY Planning Network, Inc.6,293$738K0.13%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC6,270$735K0.04%-15813F-HRTimeline
CoreCap Advisors, LLC6,267$735K0.03%+68713F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.6,264$734K0.4%-1113F-HRTimeline
Paradigm Capital Management, LLC/NV6,259$734K0.68%+2513F-HRTimeline
3Chopt Investment Partners, LLC6,255$733K0.16%-9713F-HRTimeline
Parkside Financial Bank & Trust6,241$732K0.05%+13013F-HRTimeline
BRIAN LOW FINANCIAL GROUP, LLC6,240$731K0.52%-1,96613F-HRTimeline
Visionary Horizons, LLC6,168$723K0.37%-7413F-HRTimeline
EPG Wealth Management LLC6,161$722K0.19%-313F-HRTimeline
Northwest Bancshares, Inc.6,157$722K0.14%013F-HRTimeline
MCDANIEL TERRY & CO6,153$721K0.06%+2513F-HRTimeline
BEARING POINT CAPITAL, LLC6,151$721K0.11%+7513F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.6,138$719K0.31%-1813F-HRTimeline
Crescent Sterling, Ltd.6,118$717K0.74%+2513F-HRTimeline
Financial Management Professionals, Inc.6,116$717K0.07%-1413F-HRTimeline
United Bank6,089$714K0.24%-5413F-HRTimeline
Corsicana & Co.6,084$713K0.4%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…6,074$712K0.07%+33213F-HRTimelineGroup
Roundview Capital LLC6,061$710K0.04%+1,14613F-HRTimeline
MITCHELL SINKLER & STARR/PA6,051$709K0.32%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC6,048$709K0.05%013F-HRTimeline
Aegis Wealth Management LLC6,043$708K0.4%013F-HRTimeline