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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
First Financial Group Corp5,589$660K0.64%+213F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…5,589$660K0.22%013F-HRTimeline
XML Financial, LLC5,576$658K0.06%+84513F-HRTimeline
Quest 10 Wealth Builders, Inc.5,553$655K0.64%+25213F-HRTimeline
SPINNAKER TRUST5,551$655K0.04%+82013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,545$654K0.19%-18613F-HRTimeline
BOWEN HANES & CO INC5,543$654K0.02%013F-HRTimeline
Palogic Value Management, L.P.5,537$653K0.27%013F-HRTimeline
Cyndeo Wealth Partners, LLC5,534$653K0.04%+42413F-HRTimeline
Alpha Cubed Investments, LLC5,514$651K0.02%-3413F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC5,504$649K0.02%-33013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.5,487$647K0.11%+3,62613F-HRTimeline
Members Trust Co5,485$647K0.02%+82513F-HRTimeline
Retirement Planning Co of New England, …5,479$647K0.29%-1113F-HRTimeline
Almanack Investment Partners, LLC.5,474$646K0.1%+1,71613F-HRTimeline
Edge Financial Advisors LLC5,471$646K0.34%+57513F-HRTimeline
Aprio Wealth Management, LLC5,469$645K0.07%+1,00113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,468$645K0.02%-1,69913F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC5,451$643K0.06%+32913F-HR/ATimeline
Tudor Financial Inc.5,444$642K0.36%+8513F-HRTimeline
Hendershot Investments Inc.5,444$642K0.09%+63013F-HRTimeline
Connor, Clark & Lunn Investment Managem…5,428$641K<0.01%+2,60013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC5,409$638K0.12%-61713F-HRTimeline
Claris Financial LLC5,397$637K0.48%-1,28713F-HRTimeline
Apexium Financial, LP5,368$633K0.03%+13013F-HRTimeline
Graypoint LLC5,350$631K0.04%+28513F-HRTimeline
BCGM Wealth Management, LLC5,331$629K0.18%+1213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,330$629K0.02%-17213F-HRTimelineGroup
Aspen Investment Management Inc5,319$628K0.26%+45013F-HRTimeline
Howard Capital Management, LLC5,315$627K0.01%+59013F-HRTimeline
Register Financial Advisors LLC5,313$627K0.27%-14813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.5,309$626K0.04%-72413F-HRTimelineGroup
Intrua Financial, LLC5,300$625K0.09%-17413F-HRTimeline
Agate Pass Investment Management, LLC5,297$625K0.26%-10013F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,285$624K0.07%+19513F-HRTimeline
HEADINVEST, LLC5,278$623K0.13%-99213F-HRTimeline
MBA Advisors LLC5,254$620K0.29%+5513F-HRTimeline
PBMares Wealth Management LLC5,219$616K0.11%013F-HRTimeline
St. Louis Trust Co5,207$614K0.08%013F-HRTimeline
Crewe Advisors LLC5,200$614K0.09%+5613F-HRTimeline
Apella Capital, LLC5,219$612K0.02%+20913F-HRTimeline
Probity Advisors, Inc.5,173$610K0.11%-17913F-HRTimeline
CENTAURUS FINANCIAL, INC.5,164$609K0.04%-413F-HRTimeline
CVA Family Office, LLC5,150$608K0.09%-3413F-HRTimeline
NewEdge Wealth, LLC4,821$607K0.01%-17413F-HRTimeline
Cordatus Wealth Management LLC5,134$606K0.15%-2613F-HRTimeline
JFS WEALTH ADVISORS, LLC5,116$604K0.04%-2413F-HRTimeline
RB Capital Management, LLC5,111$603K0.14%-26313F-HRTimeline
CoreCap Advisors, LLC5,106$603K0.02%-1,09413F-HRTimeline
Bill Few Associates, Inc.5,104$602K0.17%+5413F-HRTimeline
Resurgent Financial Advisors LLC5,103$602K0.33%+1,67713F-HRTimeline
PETRA FINANCIAL ADVISORS INC5,076$599K0.38%+1713F-HRTimeline
SeaCrest Wealth Management, LLC5,070$598K0.06%-1,13513F-HRTimeline
Grey Ledge Advisors, LLC5,058$597K0.15%-18013F-HRTimeline
Pettinga Financial Advisors LLC5,050$596K0.13%+2,73313F-HRTimeline
Hudson Value Partners, LLC5,040$595K0.21%013F-HRTimeline
Crews Bank & Trust5,033$594K0.09%+14013F-HRTimeline
MJP ASSOCIATES INC /ADV5,020$592K0.09%+87913F-HRTimeline
Broyhill Asset Management, LLC5,003$590K0.54%013F-HRTimeline
Joel Isaacson & Co., LLC5,001$590K0.02%+57313F-HRTimeline
Rithm Capital Corp.5,000$590K1.18%-1,50013F-HR/ATimeline
Financial Advocates Investment Manageme…4,995$589K0.05%-3,81513F-HRTimeline
KPP Advisory Services LLC4,986$588K0.1%013F-HR/ATimeline
Hudock, Inc.4,976$587K0.09%+3213F-HRTimeline
Cypress Wealth Services, LLC4,966$586K0.1%+10013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC4,965$586K0.1%+4713F-HRTimeline
National Wealth Management Group, LLC4,953$585K0.33%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,950$584K0.04%013F-HRTimelineGroup
WealthPlan Investment Management, LLC4,941$583K0.04%-14013F-HRTimeline
Busey Bank4,936$582K0.02%-62913F-HRTimeline
WASHINGTON CAPITAL MANAGEMENT, INC4,930$582K0.43%013F-HRTimeline
Southeast Asset Advisors, LLC4,917$580K0.07%+4213F-HRTimeline
Roundview Capital LLC4,915$580K0.04%-10213F-HRTimeline
Costello Asset Management, INC4,896$578K0.22%+413F-HRTimeline
Tyche Wealth Partners LLC4,888$577K0.12%-24513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,884$576K0.05%+8913F-HRTimeline
Financial Security Advisor, Inc.4,883$576K0.13%+1513F-HRTimeline
WILKINS INVESTMENT COUNSEL INC4,869$575K0.08%-46613F-HRTimeline
ROBERTS GLORE & CO INC /IL/4,865$574K0.17%-6513F-HRTimeline
HHM Wealth Advisors, LLC4,835$571K0.07%-3513F-HRTimeline
GC Wealth Management RIA, LLC4,824$569K0.05%new13F-HRTimeline
Wolff Financial Management LLC4,825$569K0.15%+1513F-HRTimeline
Patton Albertson Miller Group, LLC4,820$569K0.07%+82513F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO4,820$569K0.01%+34313F-HRTimeline
Walker Asset Management, LLC4,814$568K0.33%+3613F-HRTimeline
Venturi Wealth Management, LLC4,811$568K0.03%+30713F-HRTimeline
Code Waechter LLC4,791$565K0.4%+1,33513F-HRTimeline
OAKWORTH CAPITAL, INC.4,786$565K0.04%-1,01413F-HRTimeline
TRUST POINT INC.4,782$564K0.05%+1213F-HRTimeline
Northstar Advisory Group, LLC4,779$564K0.28%013F-HRTimeline
Blue Fin Capital, Inc.4,769$563K0.1%013F-HRTimeline
McKinley Carter Wealth Services, Inc.4,761$562K0.03%-44213F-HRTimeline
Capital Square, LLC4,767$560K0.3%+16113F-HRTimeline
Centiva Capital, LP4,745$560K0.04%new13F-HRTimeline
Good Steward Wealth Advisors,LLC4,737$559K0.44%-2,30613F-HRTimeline
Keel Point, LLC4,728$558K0.04%+1,08813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION4,726$558K0.05%-65113F-HRTimeline
Waterloo Capital, L.P.4,717$557K0.04%-42613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,711$556K0.01%+1,25713F-HRTimelineGroup
Premier Path Wealth Partners, LLC4,696$554K0.08%+71513F-HRTimeline
Quantitative Investment Management, LLC4,683$552K0.07%+27013F-HRTimeline
Asset Advisors Investment Management, L…4,673$551K0.05%013F-HRTimeline
Radnor Capital Management, LLC4,670$551K0.09%013F-HRTimeline
Bard Financial Services, Inc.4,655$549K0.07%-20013F-HRTimeline
Pinnacle West Asset Management, Inc.4,635$547K0.38%-513F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,599$543K0.16%+113F-HRTimeline
Golden State Wealth Management, LLC4,596$542K0.07%+53113F-HRTimeline
Prairie Sky Financial Group LLC4,596$542K0.3%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.4,591$542K0.07%013F-HRTimeline
Novak & Powell Financial Services, Inc.4,581$541K0.38%+313F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC4,566$539K0.05%-9913F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,566$539K0.14%+1,29813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC4,555$538K0.04%+42013F-HRTimeline
DOHENY ASSET MANAGEMENT /CA4,553$537K0.38%013F-HRTimeline
PFG Advisors4,540$536K0.02%+43713F-HRTimeline
O'ROURKE & COMPANY, Inc4,540$536K0.25%+1213F-HRTimeline
Avidian Wealth Enterprises, LLC4,537$535K0.02%-11913F-HRTimeline
Gladstone Institutional Advisory LLC4,511$532K0.02%-39713F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.4,490$530K0.38%013F-HRTimeline
Citizens Business Bank4,481$529K0.1%-8213F-HRTimeline
Level Wealth Management LLC4,478$528K0.31%+113F-HRTimeline
Hummer Financial Advisory Services Inc4,474$528K0.4%013F-HRTimeline
Accurate Wealth Management, LLC4,463$527K0.08%+10413F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC4,466$527K0.01%-46513F-HRTimeline
TBH Global Asset Management, LLC4,464$527K0.11%-2413F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.4,445$525K0.04%-20313F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.4,435$523K0.31%+6013F-HRTimeline
BANK OF HAWAII4,418$521K0.03%-3,26313F-HRTimeline
DAVIS R M INC4,415$521K0.01%-19513F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD4,407$520K0.38%+1,30113F-HRTimeline
Baker Avenue Asset Management, LP4,407$520K0.01%+59213F-HRTimeline
New Republic Capital, LLC4,405$520K0.18%+12013F-HRTimeline
Strathmore Capital Advisors, Inc.4,415$517K0.23%13F-HRTimeline
Southland Equity Partners LLC4,381$517K0.11%+21413F-HRTimeline
Hodges Capital Management Inc.4,373$516K0.05%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC4,345$513K0.1%-1,45313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,331$511K0.01%-22413F-HRTimelineGroup
Choate Investment Advisors4,314$509K0.01%013F-HRTimeline
Strategies Wealth Advisors, LLC4,309$509K0.06%-19413F-HRTimeline
SHELL ASSET MANAGEMENT CO4,305$508K0.02%+2,80613F-HRTimeline
D.B. Root & Company, LLC4,292$507K0.15%-27213F-HRTimeline
Sunbelt Securities, Inc.4,696$506K0.04%+40813F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC4,113$506K0.04%+3213F-HRTimelineGroup
LVM CAPITAL MANAGEMENT LTD/MI4,278$505K0.05%-1613F-HRTimeline
Steigerwald, Gordon & Koch Inc.4,277$505K0.05%-1113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,271$504K0.02%+1,09113F-HRTimelineGroup
Destination Wealth Management4,247$501K0.01%-73813F-HRTimeline
Allegheny Financial Group4,232$499K0.11%+1713F-HRTimeline
Douglas Lane & Associates, LLC4,225$499K0.01%-25913F-HRTimeline
Trueblood Wealth Management, LLC4,216$497K0.21%+413F-HRTimeline
Salomon & Ludwin, LLC4,249$497K0.05%-27913F-HRTimeline
2UniFi Bank4,212$497K0.28%+3,35013F-HRTimeline
Aaron Wealth Advisors LLC4,209$497K0.05%+10213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.4,190$494K0.13%+44513F-HRTimeline
Saxony Capital Management, LLC4,186$494K0.38%+613F-HRTimeline
Investment Partners Asset Management, I…4,178$493K0.34%013F-HRTimeline
Blueshift Asset Management, LLC4,154$490K0.15%-5,11313F-HRTimeline
Americana Partners, LLC4,151$490K0.02%-50113F-HRTimeline
McDonough Capital Management, Inc4,142$489K0.27%-22913F-HRTimeline
Knollwood Investment Advisory, LLC4,142$489K0.05%013F-HRTimeline
Aspen Grove Capital, LLC4,138$488K0.08%+21513F-HRTimeline
Atlas Private Wealth Advisors4,097$483K0.06%+83313F-HRTimeline
Transce3nd, LLC4,091$483K0.2%-12413F-HRTimeline
MQS Management LLC4,087$482K0.27%new13F-HRTimeline
Verum Partners LLC4,079$481K0.11%+713F-HRTimeline
WBH ADVISORY INC4,063$479K0.04%-20113F-HRTimeline
ADIRONDACK TRUST CO4,063$479K0.17%-11013F-HRTimeline
Westmount Partners, LLC4,057$479K0.13%+7813F-HRTimeline
Horan Securities, Inc.4,056$479K0.17%+39213F-HRTimeline
Reynders McVeigh Capital Management, LLC4,048$478K0.02%-10513F-HRTimeline
RiverFront Investment Group, LLC4,048$478K0.01%+9913F-HRTimeline
Pinnacle Wealth Management Group, Inc.4,048$478K0.27%-20013F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC4,032$476K0.21%-78413F-HRTimeline
Truvestments Capital LLC4,030$476K0.1%+1613F-HRTimeline
Bedel Financial Consulting, Inc.4,022$475K0.06%013F-HRTimeline
One Capital Management, LLC4,011$473K0.02%+713F-HRTimeline
WRIGHT INVESTORS SERVICE INC3,997$472K0.14%+12013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mayfair Advisory Group, LLC3,760$471K0.22%-1813F-HRTimeline
PDS Planning, Inc3,990$471K0.04%+46513F-HRTimeline
ROGCO, LP3,986$470K0.18%new13F-HRTimeline
Allegiance Financial Group Advisory Ser…3,976$469K0.12%+1,57913F-HRTimeline
Marotta Asset Management3,964$468K0.09%-6313F-HRTimeline
CMG Global Holdings, LLC3,960$466K0.25%-1013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC3,940$465K0.19%-38313F-HRTimeline
Lantern Wealth Advisors, LLC3,920$463K0.28%13F-HRTimeline
SEARLE & CO.3,911$461K0.13%013F-HRTimeline
Lafayette Investments, Inc.3,904$461K0.09%new13F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,900$460K0.16%013F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/3,899$460K0.19%+3013F-HR/ATimelineGroup
Alliance Wealth Advisors, LLC /UT3,893$459K0.11%+8713F-HRTimeline
Fulcrum Equity Management3,893$459K0.47%+2513F-HRTimeline
Breakwater Capital Group3,880$458K0.07%-213F-HRTimeline
Clarius Group, LLC3,876$457K0.03%-28813F-HRTimeline
WENDELL DAVID ASSOCIATES INC3,873$457K0.05%+7113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,847$454K0.01%-2813F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC3,843$453K0.01%+23713F-HRTimeline
Park Place Capital Corp3,813$453K0.1%-14413F-HRTimeline
IFC Advisors LLC3,834$452K0.08%+413F-HRTimeline
NCM Capital Management, LLC3,831$452K0.19%013F-HRTimeline
Arbor Investment Advisors, LLC3,831$452K0.06%+1113F-HRTimeline