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DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,429 managers (2,483 13F filers) reported a position in DUK shares at 2026-03-31, 540,962,781 shares in all. 197 filers opened a position and 108 filers sold out during the quarter.

Managers
2,429
13F filers
2,483
New
197
Added
1,094
Reduced
828
Sold out
108
Shares held by filers
540,962,781

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…6,115$801K0.08%+4113F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…6,066$794K0.17%-87913F-HRTimeline
Parkside Financial Bank & Trust6,063$794K0.06%-17813F-HRTimeline
Aspen Wealth Strategies, LLC6,052$792K0.43%+7813F-HRTimeline
MITCHELL SINKLER & STARR/PA6,051$792K0.37%013F-HRTimeline
United Bank6,040$791K0.26%-4913F-HRTimeline
Tannin Capital LLC6,034$790K0.57%+29013F-HRTimeline
WATERS PARKERSON & CO., LLC6,022$788K0.04%013F-HRTimeline
NWF Advisory Services Inc.6,020$788K0.09%+14613F-HRTimeline
SPINNAKER TRUST6,017$788K0.04%+46613F-HRTimeline
Finward Bancorp5,943$778K0.62%013F-HRTimeline
Wealth Management Associates, Inc.5,933$777K0.27%-8013F-HRTimeline
CacheTech Inc.5,931$777K0.15%+2,95413F-HRTimeline
NorthRock Partners, LLC5,917$775K0.01%-42713F-HRTimeline
Arbor Investment Advisors, LLC5,915$774K0.1%+2,06713F-HRTimeline
STEPH & CO5,904$773K0.22%-4613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…5,879$770K0.02%+9913F-HRTimelineGroup
McMillan Office, Inc.5,865$768K0.1%013F-HRTimeline
Avestar Capital, LLC5,861$768K0.05%+71513F-HRTimeline
Main Street Financial Solutions, LLC5,861$767K0.06%+2,70313F-HRTimeline
Monument Capital Management5,852$766K0.19%-60813F-HRTimeline
Visionary Horizons, LLC5,834$764K0.38%-33413F-HRTimeline
Goepper Burkhardt LLC5,832$764K0.26%-62013F-HRTimeline
Register Financial Advisors LLC5,829$763K0.28%+56213F-HRTimeline
CFO CAPITAL MANAGEMENT LLC5,793$763K0.63%-5013F-HRTimeline
Cypress Wealth Services, LLC5,784$757K0.11%+13713F-HRTimeline
High Net Worth Advisory Group LLC5,763$755K0.18%013F-HRTimeline
Golden State Wealth Management, LLC5,753$753K0.08%-59113F-HRTimeline
Glen Eagle Advisors, LLC5,753$753K0.11%-11213F-HRTimeline
ALERUS FINANCIAL NA5,748$753K0.04%+4,59413F-HRTimeline
MONETARY MANAGEMENT GROUP INC5,733$751K0.18%013F-HRTimeline
Roundview Capital LLC5,719$749K0.05%-34213F-HRTimeline
Premier Path Wealth Partners, LLC5,716$748K0.1%+69313F-HRTimeline
Kuhn & Co Investment Counsel5,680$744K0.48%+413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,680$744K0.16%+513F-HRTimeline
FORTEM FINANCIAL GROUP, LLC5,670$742K0.19%+2,27013F-HRTimeline
JFS WEALTH ADVISORS, LLC5,668$742K0.04%-16913F-HRTimeline
SageView Advisory Group, LLC5,666$742K0.03%-13,53313F-HRTimeline
EASTERN BANK5,664$742K0.01%-6113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT5,648$740K0.04%013F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC5,648$740K0.05%+14713F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC5,592$732K0.04%013F-HRTimeline
Corsicana & Co.6,000$732K0.46%-8413F-HRTimeline
Independence Bank of Kentucky5,560$728K0.09%-11013F-HRTimeline
MBA Advisors LLC5,553$727K0.28%+12513F-HRTimeline
Palogic Value Management, L.P.5,537$725K0.32%013F-HRTimeline
High Point Wealth Management, LLC5,514$722K0.7%+17413F-HRTimeline
E&G Advisors, LLC5,509$721K0.16%+413F-HRTimeline
PCM Encore, LLC5,489$719K0.15%+32713F-HRTimeline
Decker Wealth Management LLC5,476$717K0.16%013F-HRTimeline
CVA Family Office, LLC5,469$716K0.08%+38613F-HRTimeline
Octavia Wealth Advisors, LLC5,465$716K0.07%+44713F-HRTimeline
Members Trust Co5,453$714K0.02%013F-HRTimeline
TrueWealth Advisors, LLC5,445$713K0.18%+1,24613F-HRTimeline
Venturi Wealth Management, LLC5,440$712K0.03%+48613F-HRTimeline
Waterloo Capital, L.P.5,428$711K0.05%new13F-HRTimeline
Retirement Planning Co of New England, …5,405$708K0.29%-1113F-HRTimeline
Tudor Financial Inc.5,405$708K0.36%+513F-HR/ATimeline
PALISADE CAPITAL MANAGEMENT, LP5,379$704K0.02%+2,49313F-HRTimeline
Dogwood Wealth Management LLC5,378$704K0.31%-1,75113F-HRTimeline
BCGM Wealth Management, LLC5,363$702K0.18%+1013F-HRTimeline
Crewe Advisors LLC5,361$702K0.06%+6013F-HRTimeline
SBI Securities Co., Ltd.5,332$698K0.02%-35613F-HRTimeline
Cordatus Wealth Management LLC5,332$698K0.17%+15213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,330$698K0.06%-413F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC5,320$697K0.01%+713F-HRTimelineGroup
WILKINS INVESTMENT COUNSEL INC5,309$695K0.1%013F-HRTimeline
Accurate Wealth Management, LLC5,229$690K0.08%+55613F-HRTimeline
Supplemental Annuity Collective Trust o…5,266$690K0.19%-73413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.5,255$688K0.01%+88113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quest 10 Wealth Builders, Inc.5,249$687K0.6%-7213F-HRTimeline
New Republic Capital, LLC5,242$686K0.23%-2,39813F-HRTimeline
Live Oak Investment Partners5,235$685K0.4%+95813F-HRTimeline
WealthPlan Investment Management, LLC5,234$685K0.04%+25113F-HRTimeline
XML Financial, LLC5,232$685K0.06%-2813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC5,223$684K0.1%+8613F-HRTimeline
Indie Asset Partners, LLC5,218$683K0.78%-12,71513F-HRTimeline
Costello Asset Management, INC5,210$682K0.24%+35113F-HRTimeline
St. Louis Trust Co5,207$682K0.08%013F-HRTimeline
HHM Wealth Advisors, LLC5,203$681K0.08%+20313F-HRTimeline
Aspen Investment Management Inc5,188$679K0.21%+2713F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC5,170$677K0.25%+1,09813F-HRTimeline
OSTRUM ASSET MANAGEMENT5,163$676K0.04%+3,85113F-HRTimeline
Hendershot Investments Inc.5,153$675K0.09%013F-HRTimeline
Bill Few Associates, Inc.5,147$674K0.16%+2413F-HRTimeline
Annis Gardner Whiting Capital Advisors,…5,143$673K0.11%+49613F-HRTimeline
E Fund Management Co., Ltd.5,123$671K0.02%13F-HRTimeline
Pettinga Financial Advisors LLC5,050$661K0.12%013F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.5,045$661K0.08%+14913F-HRTimeline
WHITE PINE CAPITAL LLC5,033$659K0.18%+1,36513F-HR/ATimeline
HEADINVEST, LLC5,023$658K0.13%-5513F-HRTimeline
Broyhill Asset Management, LLC5,003$655K0.64%013F-HRTimeline
TruWealth Advisors, LLC4,999$655K0.03%+6913F-HRTimeline
Aegis Wealth Management LLC4,999$655K0.37%-1,04413F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,993$654K0.12%+16213F-HRTimeline
Hudock, Inc.4,982$652K0.1%+22013F-HRTimeline
Walker Asset Management, LLC4,973$651K0.35%+8513F-HRTimeline
SeaCrest Wealth Management, LLC4,960$649K0.07%-3513F-HRTimeline
UPTICK PARTNERS, LLC4,957$649K0.13%+38613F-HRTimeline
CERTUITY, LLC4,926$645K0.04%+1,60613F-HRTimeline
ROGCO, LP4,921$644K0.22%013F-HRTimeline
UHLMANN PRICE SECURITIES, LLC5,056$644K0.04%new13F-HRTimeline
Southeast Asset Advisors, LLC4,903$642K0.07%+713F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…4,881$639K0.56%-10,71113F-HRTimeline
Marshall Financial Group, LLC4,869$638K0.1%-1,15613F-HRTimeline
Busey Bank4,854$636K0.02%-97613F-HRTimeline
D.B. Root & Company, LLC4,844$634K0.15%+8413F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,840$634K0.04%-5013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.4,834$633K0.04%-25513F-HRTimelineGroup
Tyche Wealth Partners LLC4,834$633K0.1%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,824$632K0.01%-31213F-HRTimeline
Gladstone Institutional Advisory LLC4,817$631K0.02%+55913F-HRTimeline
ROBERTS GLORE & CO INC /IL/4,817$631K0.17%+113F-HRTimeline
NWAM LLC4,811$630K0.04%-19013F-HRTimeline
Wolff Financial Management LLC4,810$630K0.14%013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…4,809$630K0.2%-1413F-HRTimeline
CENTAURUS FINANCIAL, INC.4,793$628K0.03%-8913F-HRTimeline
Intrua Financial, LLC4,791$627K0.07%-28013F-HRTimeline
RB Capital Management, LLC4,789$627K0.13%+10613F-HRTimeline
Destination Wealth Management4,788$627K0.02%+34413F-HRTimeline
ADIRONDACK TRUST CO4,786$627K0.21%-20413F-HRTimeline
PETRA FINANCIAL ADVISORS INC4,780$626K0.39%-32313F-HRTimeline
Probity Advisors, Inc.4,780$626K0.1%-21713F-HRTimeline
Level Wealth Management LLC4,775$625K0.29%+9113F-HRTimeline
HighPoint Advisor Group LLC4,774$625K0.03%-27,80113F-HRTimeline
MJP ASSOCIATES INC /ADV4,772$625K0.08%-68513F-HRTimeline
Huber Capital Management LLC4,770$625K0.1%-3,44713F-HRTimeline
ASHTON THOMAS SECURITIES, LLC4,749$622K0.08%-88313F-HRTimeline
Optas, LLC4,748$622K0.09%+86713F-HRTimeline
Blue Fin Capital, Inc.4,720$618K0.1%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …4,719$618K0.03%-21513F-HRTimelineGroup
Bridgewater Advisors Inc.5,540$614K0.04%+4113F-HRTimeline
Southland Equity Partners LLC4,679$613K0.12%-1913F-HRTimeline
L2 Asset Management, LLC4,673$612K0.06%+52713F-HRTimeline
Asset Advisors Investment Management, L…4,673$612K0.06%013F-HRTimeline
Sound Income Strategies, LLC4,668$611K0.03%-3,13013F-HRTimeline
Marathon Strategic Advisors, LLC4,666$611K0.44%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT4,665$611K<0.01%-1,24713F-HRTimeline
DENALI ADVISORS LLC4,636$607K0.07%+10513F-HRTimeline
Radnor Capital Management, LLC4,626$606K0.09%013F-HRTimeline
2UniFi Bank4,619$605K0.29%+47013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC4,618$605K0.16%-2313F-HRTimeline
Patton Albertson Miller Group, LLC4,607$603K0.07%-20113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,607$603K0.02%-54613F-HRTimelineGroup
Thayer Financial, L.L.C.4,602$603K0.62%+75213F-HRTimeline
Old Port Advisors4,597$602K0.14%-15,72913F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,596$602K0.01%+98213F-HRTimelineGroup
WASHINGTON CAPITAL MANAGEMENT, INC4,595$602K0.51%013F-HRTimeline
Novak & Powell Financial Services, Inc.4,591$601K0.32%+313F-HRTimeline
Code Waechter LLC4,589$601K0.36%-25713F-HRTimeline
O'ROURKE & COMPANY, Inc4,575$599K0.24%+1113F-HRTimeline
Bedel Financial Consulting, Inc.4,569$598K0.07%-5113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC4,560$597K0.06%+92813F-HRTimeline
DOHENY ASSET MANAGEMENT /CA4,553$596K0.39%013F-HRTimeline
Northstar Advisory Group, LLC4,528$593K0.23%-15513F-HRTimeline
One Capital Management, LLC4,506$590K0.02%+34513F-HRTimeline
JMAC ENTERPRISES LLC4,500$589K0.11%+40013F-HRTimeline
Pinnacle West Asset Management, Inc.4,495$589K0.4%-11013F-HRTimeline
PFG Advisors4,497$589K0.03%+1,24413F-HRTimeline
Hummer Financial Advisory Services Inc4,474$586K0.41%013F-HRTimeline
Truvestments Capital LLC4,451$583K0.11%+30113F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.4,448$582K0.52%013F-HRTimeline
Nikulski Financial, Inc.4,416$578K0.14%+31213F-HRTimeline
KPP Advisory Services LLC4,409$577K0.08%+9513F-HRTimeline
Saxony Capital Management, LLC4,398$576K0.33%+513F-HRTimeline
LS Investment Advisors, LLC4,395$575K0.09%-7,05013F-HRTimeline
ASPIRIANT, LLC4,370$572K0.02%-11413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…4,368$572K0.04%-55913F-HRTimeline
TBH Global Asset Management, LLC4,355$570K0.11%-11013F-HRTimeline
Hodges Capital Management Inc.4,346$569K0.05%-5013F-HRTimeline
Kassira Wealth Management LLC4,294$562K0.52%+2,54813F-HRTimeline
Impact Partnership Wealth, LLC4,287$561K0.07%-1,02213F-HRTimeline
Beacon Capital Management, LLC4,283$561K0.1%+10813F-HRTimeline
Thompson David Blair4,279$560K0.32%-2,39013F-HRTimeline
Focused Wealth Management, Inc4,276$560K0.06%+43413F-HRTimeline
WADDELL & ASSOCIATES, LLC4,273$560K0.03%+60013F-HRTimeline
GeoWealth Management, LLC4,272$559K0.02%+23613F-HRTimeline
Arkos Global Advisors4,272$559K0.07%-97613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,262$558K0.02%+24413F-HRTimeline
Steigerwald, Gordon & Koch Inc.4,240$555K0.06%-10013F-HRTimeline
Salomon & Ludwin, LLC4,196$555K0.05%-13113F-HRTimeline
Gilman Hill Asset Management, LLC4,236$555K0.08%-55513F-HRTimeline
PDS Planning, Inc4,232$554K0.04%+23213F-HRTimeline
Raab & Moskowitz Asset Management LLC4,226$553K0.12%+1,47113F-HRTimeline
Citizens Business Bank4,218$552K0.09%-25013F-HRTimeline
Financial Advisors Network, Inc.4,190$549K0.08%+29213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.4,190$549K0.13%013F-HRTimeline
Investment Partners Asset Management, I…4,178$547K0.34%013F-HRTimeline
Ironsides Asset Advisors, LLC4,177$547K0.14%+2,44113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp4,176$547K0.01%-1213F-HRTimelineGroup
Agate Pass Investment Management, LLC4,164$545K0.21%-1,03313F-HRTimeline
OAKWORTH CAPITAL, INC.4,162$545K0.03%+30613F-HRTimeline
OpenArc Corporate Advisory, LLC4,157$544K0.01%+67313F-HRTimeline
Breakwater Capital Group4,148$543K0.07%+26613F-HRTimeline
Capital Management Associates, Inc4,147$543K0.12%-6813F-HRTimeline
FIRST MERCHANTS CORP4,129$541K0.02%-313F-HRTimeline
MARATHON CAPITAL MANAGEMENT4,110$538K0.12%-3113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,109$538K0.02%-14713F-HRTimelineGroup
Douglas Lane & Associates, LLC4,079$534K0.01%-9513F-HRTimeline
McCollum Christoferson Group LLC4,079$534K0.16%013F-HRTimeline