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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
Agate Pass Investment Management, LLC5,533$596K0.27%-5013F-HRTimeline
Phillips Wealth Planners LLC5,597$593K0.59%+26713F-HRTimeline
Register Financial Advisors LLC5,459$588K0.3%+213F-HRTimeline
RB Capital Management, LLC5,454$588K0.14%+2713F-HRTimeline
Quest 10 Wealth Builders, Inc.5,448$587K0.58%13F-HRTimeline
CENTAURUS FINANCIAL, INC.5,409$583K0.04%+26613F-HRTimeline
Retirement Planning Co of New England, …5,399$582K0.28%-5913F-HRTimeline
Trilogy Capital Inc.5,395$581K0.03%-9013F-HRTimeline
Tudor Financial Inc.5,387$580K0.34%+1,36313F-HRTimeline
Crestwood Advisors Group, LLC5,379$580K0.01%+28113F-HRTimeline
Finivi Inc.5,377$579K0.46%+25913F-HRTimeline
Cyndeo Wealth Partners, LLC5,358$577K0.04%+2113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC5,351$577K0.04%+93613F-HRTimeline
PITTENGER & ANDERSON INC5,350$576K0.02%013F-HRTimeline
Apexium Financial, LP5,343$576K0.03%+21013F-HRTimeline
First Financial Group Corp5,339$575K0.64%13F-HRTimeline
Grey Ledge Advisors, LLC5,332$575K0.15%+1413F-HRTimeline
Fisher Asset Management, LLC5,317$573K<0.01%+1,78113F-HRTimeline
Roundview Capital LLC5,275$568K0.04%+7513F-HRTimeline
SHERBROOKE PARK ADVISERS LLC5,273$568K0.18%-9,26013F-HRTimeline
NWAM LLC5,270$568K0.04%+18813F-HRTimeline
Howard Capital Management, LLC5,257$566K0.01%-1,84913F-HRTimeline
WENDELL DAVID ASSOCIATES INC5,240$565K0.06%+10113F-HRTimeline
Probity Advisors, Inc.5,211$561K0.11%+28413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,179$558K0.05%+28513F-HRTimeline
YANKCOM Partnership5,164$556K0.3%13F-HRTimeline
JFS WEALTH ADVISORS, LLC5,156$556K0.04%+8813F-HRTimeline
Graypoint LLC5,151$555K0.03%+13313F-HRTimeline
Busey Bank5,144$554K0.02%-24913F-HRTimeline
Gray Wealth Management Inc.5,136$553K0.21%+913F-HRTimeline
Crewe Advisors LLC5,110$551K0.08%-34213F-HRTimeline
WealthPlan Investment Management, LLC5,110$551K0.05%+1,95913F-HRTimeline
Three Magnolias Financial Advisors, LLC5,083$548K0.58%13F-HRTimeline
Walker Asset Management, LLC5,076$547K0.34%+13813F-HRTimeline
PETRA FINANCIAL ADVISORS INC5,065$546K0.37%+1813F-HRTimeline
Intrua Financial, LLC5,063$545K0.09%-76713F-HRTimeline
Apella Capital, LLC5,057$545K0.02%+1,86013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,057$545K0.27%+1913F-HRTimeline
Cypress Wealth Services, LLC5,053$544K0.11%-49713F-HRTimeline
Bill Few Associates, Inc.5,050$544K0.19%-2513F-HRTimeline
Hudson Value Partners, LLC5,040$543K0.2%-21013F-HRTimeline
CVA Family Office, LLC5,035$542K0.09%-16513F-HRTimeline
Northstar Advisory Group, LLC5,029$542K0.28%-2413F-HRTimeline
PSI Advisors, LLC5,013$540K0.16%-58913F-HRTimeline
Level Wealth Management LLC5,008$540K0.38%13F-HR/ATimeline
Broyhill Asset Management, LLC5,003$539K0.47%13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT5,002$539K0.02%+1,76813F-HR/ATimeline
CATALYST FINANCIAL PARTNERS LLC5,002$539K0.1%-35713F-HRTimeline
Choate Investment Advisors4,988$537K0.01%new13F-HRTimeline
NOVUS ADVISORS, LLC4,983$537K0.53%13F-HRTimeline
Destination Wealth Management4,976$536K0.02%+8113F-HRTimeline
SIERRA SUMMIT ADVISORS LLC4,969$535K0.11%+1,20413F-HRTimeline
Hudock, Inc.4,935$532K0.09%-24513F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC4,930$531K0.42%-34513F-HRTimeline
OXFORD ASSET MANAGEMENT LLP4,900$528K0.24%-3,74713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Octavia Wealth Advisors, LLC4,899$528K0.06%+1413F-HRTimeline
PBMares Wealth Management LLC4,886$526K0.11%013F-HRTimeline
Clearwater Capital Advisors, LLC4,884$526K0.05%-11313F-HRTimeline
Aspen Investment Management Inc4,869$525K0.24%-17913F-HRTimeline
XML Financial, LLC4,870$525K0.05%-9413F-HRTimeline
HHM Wealth Advisors, LLC4,870$525K0.07%+7613F-HRTimeline
Crews Bank & Trust4,868$524K0.09%13F-HRTimeline
MBA Advisors LLC4,864$524K0.27%-14513F-HRTimeline
Financial Security Advisor, Inc.4,862$524K0.13%+613F-HRTimeline
Larson Financial Group LLC4,856$523K0.03%+1,74613F-HRTimeline
Bard Financial Services, Inc.4,855$523K0.06%013F-HRTimeline
Edge Financial Advisors LLC4,853$523K0.47%+4613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,848$522K0.02%-2313F-HRTimelineGroup
TFG Advisers LLC4,848$522K0.19%+13613F-HRTimeline
Cordatus Wealth Management LLC4,849$522K0.14%+35913F-HRTimeline
ROBERTS GLORE & CO INC /IL/4,844$522K0.15%013F-HRTimeline
SPINNAKER TRUST4,818$519K0.03%-3213F-HRTimeline
Tyche Wealth Partners LLC4,818$519K0.11%013F-HRTimeline
Wolff Financial Management LLC4,810$518K0.14%013F-HRTimeline
Americana Partners, LLC4,807$518K0.02%+13513F-HRTimeline
Hendershot Investments Inc.4,805$518K0.07%-25513F-HRTimeline
DAVIS R M INC4,786$516K0.01%+97113F-HRTimeline
OAK HILL WEALTH ADVISORS, LLC4,773$514K0.12%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,770$514K0.03%-3613F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.4,763$513K0.03%+7713F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,794$511K-753Timeline
Sonora Investment Management Group, LLC4,735$510K0.04%+87313F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,707$507K0.01%+12913F-HRTimeline
FIDELITY D & D BANCORP INC4,703$507K0.34%-46313F-HR/ATimeline
GTS SECURITIES LLC4,695$506K0.02%-12,89613F-HRTimeline
Sunbelt Securities, Inc.4,696$506K0.04%+80613F-HRTimeline
Maven Securities LTDin group Maven Securities LTD4,691$505K0.08%new13F-HRTimelineGroup
Quantbot Technologies LP4,678$504K0.02%new13F-HRTimeline
Asset Advisors Investment Management, L…4,673$503K0.05%-37113F-HRTimeline
True Vision MN LLC4,661$502K0.3%-6613F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC4,654$501K0.47%-2,47913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,642$500K0.05%-22513F-HRTimeline
Pinnacle West Asset Management, Inc.4,640$500K0.36%+10013F-HRTimeline
RIA Advisory Group LLC4,640$500K0.17%+10913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,618$498K0.02%+1,65113F-HRTimelineGroup
Patton Albertson Miller Group, LLC4,601$496K0.07%-9313F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,598$495K0.15%+33513F-HRTimeline
Prairie Sky Financial Group LLC4,596$495K0.3%013F-HRTimeline
Avestar Capital, LLC4,578$493K0.04%+51713F-HRTimeline
Sculati Wealth Management, LLC4,575$493K0.19%+1,09513F-HR/ATimeline
Novak & Powell Financial Services, Inc.4,574$493K0.29%+313F-HRTimeline
Blue Fin Capital, Inc.4,573$493K0.09%+27213F-HRTimeline
Kenora Financial, LLC4,565$492K0.2%+16913F-HRTimeline
McDonough Capital Management, Inc4,562$492K0.3%+44313F-HRTimeline
111 Capital4,561$491K0.1%13F-HRTimeline
Wealthquest Corp4,560$491K0.04%+7913F-HRTimeline
DOHENY ASSET MANAGEMENT /CA4,553$491K0.37%-2,49213F-HRTimeline
D.B. Root & Company, LLC4,555$491K0.16%-10713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC4,550$490K0.03%+12413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,533$488K0.04%+13513F-HRTimeline
Salomon & Ludwin, LLC4,528$488K0.05%-713F-HRTimeline
Bison Wealth, LLC4,526$488K0.06%13F-HRTimeline
ADIRONDACK TRUST CO4,525$487K0.19%-3013F-HRTimeline
Community Financial Services Group, LLC4,519$487K0.1%-1,08813F-HRTimeline
O'ROURKE & COMPANY, Inc4,515$486K0.24%-8313F-HRTimeline
Hummer Financial Advisory Services Inc4,474$482K0.38%013F-HRTimeline
WBH ADVISORY INC4,471$482K0.04%-66113F-HRTimeline
Costello Asset Management, INC4,459$480K0.32%-2,20013F-HRTimeline
TBH Global Asset Management, LLC4,455$480K0.11%013F-HRTimeline
SignalPoint Asset Management, LLC4,432$478K0.12%-813F-HRTimeline
Hodges Capital Management Inc.4,423$477K0.03%013F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…4,416$476K0.08%+42913F-HRTimelineGroup
OmniStar Financial Group, Inc.4,415$476K0.38%-29513F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.4,391$473K0.06%-10013F-HRTimeline
CNB Bank4,384$472K0.22%-51813F-HRTimeline
Capital Square, LLC4,298$472K0.27%-5,16413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC4,373$471K0.21%013F-HRTimeline
HANCOCK WHITNEY CORP4,368$471K0.01%+19913F-HRTimeline
Accurate Wealth Management, LLC4,434$469K0.09%+5813F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC4,340$468K0.28%13F-HRTimeline
Baker Avenue Asset Management, LP4,339$468K0.01%+55213F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.4,338$467K0.31%013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,312$465K0.05%+35713F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd4,311$464K0.03%+1,64213F-HRTimelineGroup
BOSTON FINANCIAL MANGEMENT LLC4,308$464K0.01%013F-HRTimeline
Atlas Private Wealth Advisors4,294$463K0.07%+13013F-HRTimeline
Trueblood Wealth Management, LLC4,277$461K0.23%-12513F-HRTimeline
LONGFELLOW INVESTMENT MANAGEMENT CO LLC4,262$459K0.12%-27513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,256$459K0.02%+22913F-HRTimeline
Bedel Financial Consulting, Inc.4,022$458K0.06%+2813F-HRTimeline
WRIGHT INVESTORS SERVICE INC4,248$458K0.15%-8,89813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Allegheny Financial Group4,247$458K0.12%-41413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/4,229$456K0.21%-4213F-HRTimelineGroup
Waterloo Capital, L.P.4,228$456K0.05%+13813F-HRTimeline
WestEnd Advisors, LLC4,227$455K0.01%-388,06013F-HRTimeline
KPP Advisory Services LLC4,226$455K0.11%+67013F-HRTimeline
R Squared Ltd4,220$455K0.44%13F-HRTimeline
Steigerwald, Gordon & Koch Inc.4,206$453K0.05%-10613F-HRTimeline
Bray Capital Advisors4,205$453K0.12%013F-HRTimeline
DENALI ADVISORS LLC4,200$453K0.05%-2,90013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,197$452K0.08%new13F-HRTimeline
Saxony Capital Management, LLC4,193$452K0.4%-69413F-HRTimeline
Investment Partners Asset Management, I…4,178$450K0.35%013F-HRTimeline
Venturi Wealth Management, LLC4,178$450K0.02%-66713F-HRTimeline
Clarius Group, LLC4,169$449K0.03%+3513F-HRTimeline
Garner Asset Management Corp4,168$449K0.2%-16813F-HRTimeline
CADINHA & CO LLC4,163$449K0.07%+92813F-HRTimeline
Dynamic Technology Lab Private Ltd4,160$448K0.07%-45,18113F-HRTimeline
Knollwood Investment Advisory, LLC4,142$446K0.05%013F-HRTimeline
Reynders McVeigh Capital Management, LLC4,136$446K0.02%+413F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,121$444K0.01%+1,45813F-HRTimeline
LETKO, BROSSEAU & ASSOCIATES INC4,100$442K0.01%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,093$441K0.02%+59913F-HRTimeline
GUARDIAN INVESTMENT MANAGEMENT4,089$441K0.31%-26013F-HRTimeline
Arbor Investment Advisors, LLC4,075$439K0.06%-7,06613F-HRTimeline
RiverFront Investment Group, LLC4,075$439K0.01%+8413F-HRTimeline
Campion Asset Management4,068$438K0.33%-24213F-HRTimeline
Transce3nd, LLC4,065$438K0.15%13F-HRTimeline
CMG Global Holdings, LLC4,026$438K0.24%-12213F-HRTimeline
Alliance Wealth Advisors, LLC /UT4,052$437K0.11%+8913F-HRTimeline
Golden State Wealth Management, LLC4,042$436K0.07%13F-HRTimeline
NCM Capital Management, LLC4,029$434K0.2%013F-HRTimeline
Park Place Capital Corp4,027$434K0.12%-44013F-HRTimeline
CONNING INC.in group CONNING INC.4,027$434K0.02%-95713F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT4,024$434K<0.01%-8913F-HRTimeline
Southland Equity Partners LLC4,016$433K0.1%+15513F-HRTimeline
One Capital Management, LLC4,010$432K0.01%+413F-HRTimeline
Marotta Asset Management3,982$429K0.09%-4513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,979$429K0.01%-5613F-HRTimeline
Premier Path Wealth Partners, LLC3,973$428K0.07%+41813F-HRTimeline
Verum Partners LLC3,972$428K0.12%-15413F-HRTimeline
IFC Advisors LLC3,964$427K0.09%13F-HRTimeline
Summit Asset Management, LLC3,955$426K0.07%+80013F-HRTimeline
Westmount Partners, LLC3,954$426K0.13%+2813F-HRTimeline
Callan Capital, LLC3,943$425K0.03%+1,06313F-HRTimeline
New Hampshire Trust3,943$425K0.09%+48413F-HRTimeline
Lantern Wealth Advisors, LLC3,920$422K0.27%013F-HRTimeline
SEARLE & CO.3,911$421K0.12%+99313F-HRTimeline
CFO4Life Group, LLC3,903$421K0.07%+15813F-HRTimeline
IronBridge Private Wealth, LLC3,903$421K0.15%013F-HRTimeline
PFG Advisors3,892$419K0.03%+5713F-HRTimeline
Almanack Investment Partners, LLC.3,886$419K0.06%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.3,608$417K0.27%+813F-HRTimeline
Latitude Advisors, LLC3,869$417K0.23%-28113F-HRTimeline
Fulcrum Equity Management3,842$414K0.41%-18713F-HRTimeline
Catalina Capital Group, LLC3,829$413K0.14%+31813F-HRTimeline
SYON CAPITAL LLC3,811$411K0.04%-90713F-HRTimeline
Aaron Wealth Advisors LLC3,801$410K0.05%+1,54413F-HRTimeline
Aspen Grove Capital, LLC3,799$409K0.09%-50013F-HRTimeline
Capital Asset Advisory Services LLC3,797$409K0.02%+1713F-HRTimeline