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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
BRANDYWINE OAK PRIVATE WEALTH LLC3,790$408K0.04%+16113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC3,791$408K0.02%-13,66413F-HRTimelineGroup
Aprio Wealth Management, LLC3,782$407K0.06%+1,44813F-HRTimeline
Mayfair Advisory Group, LLC3,778$407K0.24%-22113F-HRTimeline
GENESIS PRIVATE WEALTH, LLC3,759$405K0.22%13F-HRTimeline
Veltria Advisors Corp.3,756$405K0.17%-21213F-HRTimeline
AlphaCore Capital LLC3,756$405K0.09%+1013F-HRTimeline
Pinnacle Wealth Management Group, Inc.3,748$404K0.25%013F-HRTimeline
Douglas Lane & Associates, LLC3,748$404K0.01%+31413F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,745$403K0.12%013F-HRTimeline
ASPIRIANT, LLC3,743$403K0.01%-40513F-HRTimeline
BIP Wealth, LLC3,730$402K0.03%+94213F-HRTimeline
WADDELL & ASSOCIATES, LLC3,726$401K0.04%-3513F-HR/ATimeline
Beacon Capital Management, LLC3,722$401K0.05%-28813F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC3,711$400K0.05%-113F-HRTimeline
Strathmore Capital Advisors, Inc.3,702$399K0.29%13F-HRTimeline
White Knight Strategic Wealth Advisors,…3,700$399K0.17%+1,85013F-HRTimeline
New Republic Capital, LLC3,693$398K0.26%+12413F-HRTimeline
Roberts Financial Services LLC3,682$397K0.07%-19713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,680$396K0.03%013F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC3,666$395K0.3%013F-HR/ATimeline
ALETHEA CAPITAL MANAGEMENT, LLC3,662$395K0.34%new13F-HRTimeline
Goepper Burkhardt LLC3,654$394K0.16%-1,56313F-HRTimeline
Objectivity Squared, LLC3,716$393K0.27%+213F-HRTimeline
First Western Trust Bank3,651$393K0.02%013F-HRTimeline
BRIGHTON SECURITIES CORP.3,651$393K0.19%13F-HRTimeline
SIMON QUICK ADVISORS, LLC3,645$393K0.02%+59713F-HRTimeline
Meriwether Wealth & Planning, LLC3,641$392K0.28%13F-HRTimeline
Smith Asset Management Co., LLC3,636$392K0.38%13F-HRTimeline
Birchcreek Wealth Management, LLC3,635$392K0.25%013F-HRTimeline
Prostatis Group LLC3,630$391K0.11%+41813F-HRTimeline
WEST PACES ADVISORS INC.3,629$391K0.1%-7013F-HRTimeline
Joel Isaacson & Co., LLC3,597$388K0.02%-33313F-HRTimeline
VSM Wealth Advisory, LLC3,597$388K0.14%13F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,587$387K0.09%-913F-HRTimeline
Quad-Cities Investment Group, LLC3,588$387K0.19%-813F-HRTimeline
BXM Wealth LLC3,588$387K0.54%13F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC3,581$386K0.08%013F-HRTimeline
Cannell & Spears LLC3,574$385K0.01%new13F-HRTimeline
FLC Capital Advisors3,570$385K0.09%-64813F-HRTimeline
First Business Financial Services, Inc.3,566$384K0.04%new13F-HRTimeline
Avidian Wealth Enterprises, LLC3,553$383K0.02%+1,46913F-HRTimeline
Waldron Private Wealth LLC3,548$382K0.02%+11113F-HRTimeline
Aldebaran Financial Inc.3,548$382K0.45%+2313F-HRTimeline
Vestmark Advisory Solutions, Inc.3,546$382K0.01%+80513F-HRTimeline
PCA Investment Advisory Services Inc.3,543$382K0.18%+5113F-HRTimeline
Alliance Wealth Advisors, LLC3,542$382K0.22%-48613F-HRTimeline
Horan Securities, Inc.3,535$381K0.14%-35013F-HRTimeline
Clayton Financial Group LLC3,534$381K0.14%+14613F-HRTimeline
Resurgent Financial Advisors LLC3,526$380K0.22%-93413F-HRTimeline
F/m Investments LLC3,524$380K0.01%-8,96313F-HRTimeline
King Wealth Management Group3,520$379K0.06%013F-HRTimeline
MEANS INVESTMENT CO., INC.3,481$375K0.04%+1813F-HRTimeline
Kennebec Savings Bank3,521$374K0.38%-10613F-HRTimeline
Verus Financial Partners, Inc.3,521$373K0.04%+213F-HRTimeline
Pallas Capital Advisors LLC3,456$372K0.02%+9513F-HRTimeline
Flaharty Asset Management, LLC3,446$371K0.05%-21213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,442$371K0.06%-92513F-HRTimeline
Sandbox Financial Partners, LLC3,438$370K0.12%-1413F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC3,438$370K0.08%+1713F-HRTimeline
FAIRFIELD, BUSH & CO.3,434$370K0.22%013F-HRTimeline
Leonteq Securities AG3,432$370K0.04%+2,84013F-HRTimeline
First Citizens Financial Corp3,427$369K0.2%013F-HRTimeline
Asset Planning,Inc3,426$369K0.28%13F-HRTimeline
MJP ASSOCIATES INC /ADV3,400$366K0.07%+7813F-HRTimeline
Savvy Advisors, Inc.3,398$366K0.04%+1,14913F-HRTimeline
BURNEY CO/3,387$365K0.01%013F-HRTimeline
CERTUITY, LLC3,380$364K0.04%+77013F-HRTimeline
OMC Financial Services LTD3,374$364K0.15%+713F-HRTimeline
PDS Planning, Inc3,378$364K0.03%+12713F-HRTimeline
Blackston Financial Advisory Group, LLC3,373$364K0.18%-52513F-HRTimeline
Timonier Family Office, LTD.3,372$363K0.19%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,364$362K0.02%013F-HRTimelineGroup
CRA Financial Services, LLC3,360$362K0.06%+20013F-HRTimeline
BURNS J W & CO INC/NY3,357$362K0.05%+27413F-HRTimeline
Strategies Wealth Advisors, LLC3,106$361K0.04%new13F-HRTimeline
MKT Advisors LLC3,295$360K0.16%-19713F-HRTimeline
William B. Walkup & Associates, Inc.3,341$360K0.23%-1713F-HRTimeline
Commonwealth Financial Services, LLC3,337$360K0.07%+20613F-HRTimeline
Clearstead Trust, LLC3,337$360K0.08%-17213F-HRTimeline
Soltis Investment Advisors LLC3,334$359K0.03%-33713F-HRTimeline
St. Louis Trust Co3,333$359K0.05%013F-HRTimeline
Front Row Advisors LLC3,310$357K0.12%-9913F-HRTimeline
CWS Financial Advisors, LLC3,308$356K0.12%-65013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,307$356K0.01%+22713F-HRTimeline
Beaton Management Co. Inc.3,305$356K0.18%-9913F-HRTimeline
TRUE Private Wealth Advisors3,300$356K0.04%-4213F-HRTimeline
Town & Country Bank & Trust CO dba Firs…3,298$355K0.14%-7113F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC3,295$355K0.29%-1213F-HRTimeline
AMERIFLEX GROUP, INC.3,166$355K0.16%13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,290$354K0.05%-10313F-HRTimeline
Revere Asset Management, Inc3,290$354K0.3%new13F-HRTimeline
Cladis Investment Advisory, LLC3,288$354K0.25%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,275$353K0.04%-15113F-HRTimeline
MARATHON CAPITAL MANAGEMENT3,272$353K0.09%-2513F-HRTimeline
Fairvoy Private Wealth, LLC3,272$353K0.09%13F-HRTimeline
DUNCKER STREETT & CO INC3,265$352K0.07%-5613F-HRTimeline
Sterling Investment Counsel, LLC3,263$352K0.23%013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,262$351K0.1%-2313F-HRTimeline
MWA Asset Management3,260$351K0.23%-4013F-HRTimeline
Edgestream Partners, L.P.3,245$350K0.01%-45,13913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,245$350K0.06%+113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC3,241$349K0.03%+113F-HRTimeline
WORLD EQUITY GROUP, INC.3,239$349K0.07%-43713F-HRTimeline
Aveo Capital Partners, LLC3,234$348K0.04%-4513F-HRTimeline
Pine Harbor Wealth Management, LLC3,233$348K0.14%-21713F-HRTimeline
Keel Point, LLC3,230$348K0.03%+12713F-HRTimeline
Bestgate Wealth Advisors, LLC3,221$347K0.7%13F-HRTimeline
Lindbrook Capital, LLC3,200$345K0.03%+11013F-HRTimeline
MCF Advisors LLC3,196$344K0.02%-6713F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,196$344K0.02%-7513F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP3,191$344K0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
North Star Investment Management Corp.3,182$343K0.02%+19713F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,181$343K0.16%+39513F-HRTimeline
BAKER BOYER NATIONAL BANK3,179$343K0.12%+12613F-HRTimeline
Stokes Capital Advisors, LLC3,179$343K0.09%013F-HRTimeline
FAGAN ASSOCIATES, INC.3,177$342K0.05%013F-HRTimeline
United Advisor Group, LLC3,171$342K0.07%+62113F-HRTimeline
Meridian Wealth Partners, LLC3,171$342K0.05%+5513F-HRTimeline
44 WEALTH MANAGEMENT LLC3,167$341K0.13%013F-HRTimeline
BKM Wealth Management, LLC3,164$341K0.14%+58713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,161$341K0.01%-3313F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC3,154$340K0.1%+49913F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…3,153$340K0.06%+1,28213F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC3,147$339K0.02%+20013F-HRTimeline
Xcel Wealth Management, LLC3,139$338K0.09%013F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…3,128$337K0.19%-44613F-HRTimelineGroup
Beverly Hills Private Wealth, LLC3,102$334K0.07%-10713F-HRTimeline
Everstar Asset Management, LLC3,100$334K0.24%+27013F-HRTimeline
Westhampton Capital, LLC3,097$334K0.17%013F-HRTimeline
Quotient Wealth Partners, LLC3,096$334K0.01%+26613F-HRTimeline
New Century Financial Group, LLC3,094$333K0.14%+78113F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors3,091$333K0.18%13F-HRTimelineGroup
Texas Bank & Trust Co3,085$332K0.14%13F-HRTimeline
Financial Advisors Network, Inc.3,080$332K0.06%13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC3,077$332K0.02%013F-HRTimeline
McGowan Group Asset Management, Inc.3,076$331K0.04%+213F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,075$331K0.09%-14413F-HRTimeline
UNION SAVINGS BANK3,073$331K0.16%013F-HRTimeline
CHANNEL WEALTH LLC3,072$331K0.11%+2513F-HRTimeline
Grant/GrossMendelsohn, LLC3,069$331K0.17%-50313F-HRTimeline
CVFG LLC3,064$330K0.3%13F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC3,060$330K0.23%013F-HRTimelineGroup
Accel Wealth Management3,060$330K0.12%-72213F-HRTimeline
WIMMER ASSOCIATES 1, LLC3,056$329K0.16%013F-HRTimeline
Invst, LLC3,054$329K0.04%+47113F-HRTimeline
SITTNER & NELSON, LLC3,051$329K0.14%+50013F-HRTimeline
Exchange Bank3,045$328K0.26%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…3,045$328K0.06%013F-HRTimeline
Jackson Wealth Management, LLC3,043$328K0.04%013F-HRTimeline
SpringVest Wealth Management LLC3,019$325K0.28%13F-HRTimeline
Financial Engines Advisors L.L.C.3,012$325K<0.01%new13F-HRTimeline
Harold Davidson & Associates Inc.3,011$324K0.16%13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.3,010$324K0.23%-16013F-HRTimeline
Miller Financial Services LLC3,003$324K0.27%13F-HRTimeline
Walter Public Investments Inc.3,000$323K0.06%-1,00013F-HRTimeline
Breakwater Capital Group2,982$321K0.06%+5013F-HRTimeline
L2 Asset Management, LLC2,979$321K0.07%-7913F-HRTimeline
Uncommon Cents Investing LLC2,975$321K0.1%-3313F-HRTimeline
Hobbs Group Advisors, LLC2,968$320K0.12%-34213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,905$319K0.02%+51813F-HRTimeline
Revolve Wealth Partners, LLC2,950$318K0.05%-32513F-HR/ATimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,945$317K0.15%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,946$317K0.15%new13F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,918$314K<0.01%013F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…2,914$314K0.09%+3813F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,909$313K0.1%13F-HRTimeline
Quent Capital, LLC2,907$313K0.03%-36413F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,906$313K0.05%-7013F-HRTimeline
Centurion Wealth Management LLC2,904$313K0.1%-9713F-HRTimeline
FORA Capital, LLC2,897$312K0.04%new13F-HRTimeline
Robertson Stephens Wealth Management, L…2,896$312K0.01%+4613F-HRTimeline
Buckingham Capital Management, Inc.2,893$312K0.04%+3313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,884$311K0.04%+2213F-HRTimeline
JB Capital LLC2,870$309K0.02%-41213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,869$309K0.03%new13F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…2,874$309K0.12%13F-HRTimeline
Baron Wealth Management LLC2,862$308K0.15%+13213F-HRTimeline
Holcombe Financial, Inc.2,853$307K0.25%13F-HRTimeline
FWG Holdings, LLC2,701$306K0.15%+613F-HRTimeline
First Heartland Consultants, Inc.2,819$304K0.03%-2,18713F-HRTimeline
Horizon Investment Services, LLC2,811$303K0.13%-1,20813F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC2,810$303K0.01%-12813F-HRTimelineGroup
Mason & Associates, LLC2,809$303K0.09%+32013F-HRTimeline
United Asset Strategies, Inc.2,807$302K0.03%-3213F-HRTimeline
Relyea Zuckerberg Hanson LLC2,806$302K0.04%+31913F-HRTimeline
Raab & Moskowitz Asset Management LLC2,794$301K0.07%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,790$301K0.03%+16213F-HR/ATimeline
Heartwood Wealth Advisors LLC2,787$300K0.03%-20013F-HRTimeline
Generation Capital Management LLC2,785$300K0.26%13F-HRTimeline
NOVEM GROUP2,784$300K0.04%13F-HRTimeline
Citizens National Bank Trust Department2,782$300K0.06%013F-HRTimeline
Asset Allocation & Management Company, …2,775$299K0.16%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD2,774$299K0.27%13F-HRTimeline
Simplicity Wealth,LLC2,774$299K0.06%+74013F-HRTimeline
Peoples Bank/KS2,765$298K0.21%+41613F-HRTimeline
Blossom Wealth Management2,760$297K0.57%013F-HRTimeline
CPC Advisors, LLC2,755$297K0.04%+57013F-HRTimeline
Van Cleef Asset Management,Inc2,749$296K0.03%013F-HRTimeline
D'Orazio & Associates, Inc.2,746$296K0.04%+18613F-HRTimeline