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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
Transform Wealth, LLC5,426$662K0.04%-34213F-HRTimeline
Crestwood Advisors Group, LLC5,403$659K0.01%+2413F-HRTimeline
Agate Pass Investment Management, LLC5,397$658K0.28%-13613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,377$656K0.06%-24013F-HRTimeline
RB Capital Management, LLC5,374$655K0.16%-8013F-HRTimeline
TFG Advisers LLC5,362$654K0.24%+51413F-HRTimeline
Tudor Financial Inc.5,359$654K0.39%-2813F-HRTimeline
Probity Advisors, Inc.5,352$653K0.13%+14113F-HRTimeline
WILKINS INVESTMENT COUNSEL INC5,335$651K0.09%-23013F-HRTimeline
BCGM Wealth Management, LLC5,319$649K0.2%-32313F-HRTimeline
Quest 10 Wealth Builders, Inc.5,301$647K0.69%-14713F-HRTimeline
Sonora Investment Management Group, LLC5,266$642K0.05%+53113F-HRTimeline
NWAM LLC5,261$642K0.06%-913F-HRTimeline
Grey Ledge Advisors, LLC5,238$639K0.17%-9413F-HRTimeline
Apexium Financial, LP5,238$639K0.04%-10513F-HRTimeline
SIMON QUICK ADVISORS, LLC5,234$638K0.04%+1,58913F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/5,219$637K0.03%-1,00013F-HRTimeline
PBMares Wealth Management LLC5,219$637K0.13%+33313F-HRTimeline
St. Louis Trust Co5,207$635K0.09%+1,87413F-HRTimeline
McKinley Carter Wealth Services, Inc.5,203$635K0.04%+44013F-HRTimeline
MBA Advisors LLC5,199$634K0.31%+33513F-HRTimeline
CVA Family Office, LLC5,184$632K0.1%+14913F-HRTimeline
CENTAURUS FINANCIAL, INC.5,168$630K0.04%-24113F-HRTimeline
Grant Private Wealth Management Inc5,355$629K0.68%+2,80813F-HRTimeline
Cordatus Wealth Management LLC5,160$629K0.17%+31113F-HRTimeline
Crewe Advisors LLC5,144$627K0.09%+3413F-HRTimeline
Waterloo Capital, L.P.5,143$627K0.06%+91513F-HRTimeline
JFS WEALTH ADVISORS, LLC5,140$627K0.04%-1613F-HRTimeline
Tyche Wealth Partners LLC5,133$626K0.14%+31513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC5,122$625K0.06%+2,33213F-HR/ATimeline
Polymer Capital Management (US) LLC5,121$625K0.19%new13F-HRTimeline
Cyndeo Wealth Partners, LLC5,110$623K0.04%-24813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,090$621K0.11%+8813F-HRTimeline
WealthPlan Investment Management, LLC5,081$620K0.06%-2913F-HRTimeline
Graypoint LLC5,065$618K0.04%-8613F-HRTimeline
PETRA FINANCIAL ADVISORS INC5,059$617K0.51%-613F-HRTimeline
Bill Few Associates, Inc.5,050$616K0.22%013F-HRTimeline
Hudson Value Partners, LLC5,040$615K0.23%013F-HRTimeline
Roundview Capital LLC5,017$612K0.04%-25813F-HRTimeline
Broyhill Asset Management, LLC5,003$610K0.5%013F-HRTimeline
Corps Capital Advisors, LLC5,000$610K0.64%-1,74313F-HRTimeline
NewEdge Wealth, LLC4,995$609K0.01%-95813F-HRTimeline
KPP Advisory Services LLC4,986$608K0.12%+76013F-HRTimeline
Destination Wealth Management4,985$608K0.02%+913F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,950$604K0.04%+18013F-HRTimelineGroup
Hudock, Inc.4,944$603K0.11%+913F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC4,931$601K0.01%-80813F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC4,930$601K0.48%013F-HRTimeline
ROBERTS GLORE & CO INC /IL/4,930$601K0.18%+8613F-HRTimeline
SIERRA SUMMIT ADVISORS LLC4,918$600K0.13%-5113F-HRTimeline
Gladstone Institutional Advisory LLC4,908$599K0.03%-1,06413F-HRTimeline
Edge Financial Advisors LLC4,896$597K0.38%+4313F-HRTimeline
Crews Bank & Trust4,893$597K0.1%+2513F-HRTimeline
Costello Asset Management, INC4,892$597K0.24%+43313F-HRTimeline
Southeast Asset Advisors, LLC4,875$595K0.07%new13F-HRTimeline
Aspen Investment Management Inc4,869$594K0.27%013F-HRTimeline
HHM Wealth Advisors, LLC4,870$594K0.08%013F-HRTimeline
NOVUS ADVISORS, LLC4,870$594K0.6%-11313F-HRTimeline
Financial Security Advisor, Inc.4,868$594K0.15%+613F-HRTimeline
SYON CAPITAL LLC4,868$594K0.05%+1,05713F-HRTimeline
Cypress Wealth Services, LLC4,866$594K0.12%-18713F-HRTimeline
Octavia Wealth Advisors, LLC4,865$593K0.07%-3413F-HRTimeline
Bard Financial Services, Inc.4,855$592K0.07%013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,816$587K0.28%-24113F-HRTimeline
Hendershot Investments Inc.4,814$587K0.08%+913F-HRTimeline
Wolff Financial Management LLC4,810$587K0.16%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,795$585K0.05%-38413F-HRTimeline
Northstar Advisory Group, LLC4,779$583K0.38%-25013F-HRTimeline
Apella Capital, LLC5,010$583K0.02%-4713F-HRTimeline
Walker Asset Management, LLC4,778$583K0.35%-29813F-HRTimeline
TRUST POINT INC.4,770$582K0.05%-2,45013F-HRTimeline
Blue Fin Capital, Inc.4,769$582K0.11%+19613F-HRTimeline
SPINNAKER TRUST4,731$577K0.04%-8713F-HRTimeline
XML Financial, LLC4,731$577K0.05%-13913F-HRTimeline
Howard Capital Management, LLC4,725$576K0.01%-53213F-HRTimeline
Callan Capital, LLC4,676$570K0.04%+73313F-HRTimeline
Radnor Capital Management, LLC4,670$570K0.1%-2,83313F-HRTimeline
Asset Advisors Investment Management, L…4,673$570K0.06%013F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,665$569K0.06%+2313F-HRTimeline
Members Trust Co4,660$568K0.02%+16213F-HRTimeline
Avidian Wealth Enterprises, LLC4,656$568K0.03%+1,10313F-HRTimeline
Americana Partners, LLC4,652$567K0.02%-15513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,648$567K0.05%+11513F-HRTimeline
Pinnacle West Asset Management, Inc.4,640$566K0.41%013F-HRTimeline
Larson Financial Group LLC4,640$566K0.03%-21613F-HRTimeline
DAVIS R M INC4,610$562K0.01%-17613F-HRTimeline
Capital Square, LLC4,606$562K0.33%+30813F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,598$561K0.2%013F-HRTimeline
Prairie Sky Financial Group LLC4,596$561K0.33%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.4,591$560K0.08%+20013F-HRTimeline
Novak & Powell Financial Services, Inc.4,578$558K0.35%+413F-HRTimeline
D.B. Root & Company, LLC4,564$557K0.18%+913F-HRTimeline
Citizens Business Bank4,563$557K0.12%+2,89813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,555$556K0.02%-29313F-HRTimelineGroup
DOHENY ASSET MANAGEMENT /CA4,553$555K0.43%013F-HRTimeline
CALTON & ASSOCIATES, INC.4,546$554K0.13%new13F-HR/ATimeline
O'ROURKE & COMPANY, Inc4,528$552K0.27%+1313F-HRTimeline
Salomon & Ludwin, LLC4,528$552K0.06%013F-HRTimeline
Venturi Wealth Management, LLC4,504$549K0.03%+32613F-HRTimeline
Strategies Wealth Advisors, LLC4,503$549K0.07%+1,39713F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.4,490$548K0.42%+15213F-HRTimeline
TBH Global Asset Management, LLC4,488$547K0.11%+3313F-HRTimeline
Wealthquest Corp4,487$547K0.05%-7313F-HR/ATimeline
Douglas Lane & Associates, LLC4,484$547K0.01%+73613F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,477$546K0.01%-23013F-HRTimeline
Level Wealth Management LLC4,477$546K0.36%-53113F-HRTimeline
Hummer Financial Advisory Services Inc4,474$546K0.44%013F-HRTimeline
Aprio Wealth Management, LLC4,468$545K0.07%+68613F-HRTimeline
Verity & Verity, LLC4,460$544K0.05%-1,25613F-HRTimeline
HANCOCK WHITNEY CORP4,436$541K0.02%+6813F-HRTimeline
Joel Isaacson & Co., LLC4,428$540K0.02%+83113F-HRTimeline
AlphaCore Capital LLC4,413$538K0.05%+65713F-HRTimeline
Quantitative Investment Management, LLC4,413$538K0.05%-37,28413F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.4,375$534K0.35%new13F-HRTimeline
McDonough Capital Management, Inc4,371$533K0.35%-19113F-HRTimeline
Hodges Capital Management Inc.4,373$533K0.05%-5013F-HR/ATimeline
TIEMANN INVESTMENT ADVISORS, LLC4,323$527K0.24%-5013F-HRTimeline
Choate Investment Advisors4,314$526K0.01%-67413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI4,294$524K0.06%-1813F-HRTimeline
Sunbelt Securities, Inc.4,288$523K0.05%-40813F-HRTimeline
Steigerwald, Gordon & Koch Inc.4,288$523K0.06%+8213F-HRTimeline
New Republic Capital, LLC4,285$523K0.23%+59213F-HRTimeline
WBH ADVISORY INC4,264$520K0.05%-20713F-HRTimeline
Accurate Wealth Management, LLC4,359$518K0.1%-7513F-HRTimeline
Pinnacle Wealth Management Group, Inc.4,248$518K0.36%+50013F-HRTimeline
Allegheny Financial Group4,215$514K0.13%-3213F-HRTimeline
Transce3nd, LLC4,215$514K0.23%+15013F-HRTimeline
Trueblood Wealth Management, LLC4,212$514K0.24%-6513F-HRTimeline
Saxony Capital Management, LLC4,180$510K0.45%-1313F-HRTimeline
INTEGRITY ALLIANCE, LLC.4,178$510K0.02%new13F-HRTimeline
Investment Partners Asset Management, I…4,178$510K0.4%013F-HRTimeline
ADIRONDACK TRUST CO4,173$509K0.2%-35213F-HRTimeline
Southland Equity Partners LLC4,167$508K0.12%+15113F-HRTimeline
Clarius Group, LLC4,164$508K0.03%-513F-HRTimeline
Reynders McVeigh Capital Management, LLC4,153$507K0.03%+1713F-HRTimeline
Knollwood Investment Advisory, LLC4,142$505K0.06%013F-HRTimeline
MJP ASSOCIATES INC /ADV4,141$505K0.09%+74113F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC4,135$504K0.04%-1,21613F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,108$501K<0.01%+8413F-HRTimeline
Aaron Wealth Advisors LLC4,107$501K0.06%+30613F-HRTimeline
PFG Advisors4,103$500K0.03%+21113F-HRTimeline
Verum Partners LLC4,072$497K0.13%+10013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,070$496K0.02%-2313F-HRTimeline
Golden State Wealth Management, LLC4,065$496K0.07%+2313F-HR/ATimeline
Main Street Financial Solutions, LLC4,064$496K0.04%-1,82113F-HRTimeline
Bedel Financial Consulting, Inc.4,022$494K0.07%013F-HRTimeline
CONNING INC.in group CONNING INC.4,027$491K0.02%013F-HRTimelineGroup
Truvestments Capital LLC4,014$490K0.11%+1,31813F-HRTimeline
Pallas Capital Advisors LLC4,013$489K0.02%+55713F-HRTimeline
One Capital Management, LLC4,004$488K0.02%-613F-HRTimeline
Patton Albertson Miller Group, LLC3,995$487K0.07%-60613F-HR/ATimeline
Avestar Capital, LLC3,987$486K0.05%-59113F-HRTimeline
Premier Path Wealth Partners, LLC3,981$486K0.08%+813F-HRTimeline
Westmount Partners, LLC3,979$485K0.15%+2513F-HRTimeline
Garner Asset Management Corp3,979$485K0.21%-18913F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC3,968$484K0.44%-68613F-HRTimeline
Campion Asset Management3,963$483K0.37%-10513F-HRTimeline
Park Place Capital Corp3,957$483K0.13%-7013F-HRTimeline
RiverFront Investment Group, LLC3,949$482K0.01%-12613F-HRTimeline
CMG Global Holdings, LLC3,970$479K0.31%-5613F-HRTimeline
Aspen Grove Capital, LLC3,923$479K0.09%+12413F-HRTimeline
SEARLE & CO.3,911$477K0.14%013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding4,081$477K-713Timeline
IronBridge Private Wealth, LLC3,903$476K0.19%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,900$476K0.2%+1,40013F-HRTimelineGroup
Breakwater Capital Group3,882$473K0.08%+90013F-HRTimeline
WRIGHT INVESTORS SERVICE INC3,877$473K0.16%-37113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,875$473K0.01%+71413F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/3,869$472K0.22%-36013F-HRTimelineGroup
Fulcrum Equity Management3,868$472K0.52%+2613F-HRTimeline
CADINHA & CO LLC3,863$471K0.1%-30013F-HRTimeline
Sage Mountain Advisors LLC3,844$469K0.03%new13F-HRTimeline
FAIRFIELD, BUSH & CO.3,834$468K0.3%+40013F-HRTimeline
NCM Capital Management, LLC3,831$467K0.21%-19813F-HRTimeline
IFC Advisors LLC3,830$467K0.1%-13413F-HRTimeline
Arbor Investment Advisors, LLC3,820$466K0.06%-25513F-HRTimeline
ASPIRIANT, LLC3,817$466K0.02%+7413F-HRTimeline
Baker Avenue Asset Management, LP3,815$465K0.01%-52413F-HRTimeline
Marotta Asset Management4,027$464K0.09%+4513F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,806$464K0.12%-24613F-HRTimeline
WENDELL DAVID ASSOCIATES INC3,802$464K0.05%-1,43813F-HRTimeline
Savvy Advisors, Inc.3,800$463K0.05%+40213F-HRTimeline
OmniStar Financial Group, Inc.3,798$463K0.37%-61713F-HRTimeline
Beacon Capital Management, LLC3,798$463K0.06%+7613F-HRTimeline
Mayfair Advisory Group, LLC3,778$461K0.27%013F-HRTimeline
Clearwater Capital Advisors, LLC3,775$460K0.04%-1,10913F-HRTimeline
King Wealth Management Group3,774$460K0.07%+25413F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC3,769$460K0.06%+5813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC3,763$459K0.1%+32513F-HRTimeline
BIP Wealth, LLC3,762$459K0.03%+3213F-HRTimeline
Meriwether Wealth & Planning, LLC3,759$458K0.3%+11813F-HRTimeline
Almanack Investment Partners, LLC.3,758$458K0.09%-12813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,745$457K0.13%013F-HRTimeline
WORLD EQUITY GROUP, INC.3,821$456K0.13%+58213F-HRTimeline
GENESIS PRIVATE WEALTH, LLC3,737$456K0.24%-2213F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,735$456K0.08%+49013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC3,735$456K<0.01%+1,06813F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC3,731$455K0.04%-5913F-HRTimeline
Point72 (DIFC) Ltd3,729$455K0.04%-25,10213F-HRTimeline
WADDELL & ASSOCIATES, LLC3,726$454K0.06%013F-HR/ATimeline