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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
LAKE STREET PRIVATE WEALTH, LLC3,717$453K0.07%+27513F-HRTimeline
Revisor Wealth Management LLC3,695$451K0.2%+1,64113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,680$449K0.03%013F-HRTimeline
Arkos Global Advisors3,674$448K0.07%+1,23213F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC3,666$447K0.35%013F-HR/ATimeline
Horan Securities, Inc.3,664$447K0.17%+12913F-HRTimeline
BRIGHTON SECURITIES CORP.3,663$447K0.22%+1213F-HRTimeline
First Western Trust Bank3,651$445K0.02%013F-HRTimeline
Keel Point, LLC3,640$444K0.03%+41013F-HRTimeline
Birchcreek Wealth Management, LLC3,635$443K0.28%013F-HRTimeline
Goepper Burkhardt LLC3,634$443K0.18%-2013F-HRTimeline
Objectivity Squared, LLC3,718$442K0.37%+213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC3,606$440K0.01%+29913F-HRTimeline
VSM Wealth Advisory, LLC3,597$439K0.16%013F-HRTimeline
Quad-Cities Investment Group, LLC3,595$439K0.22%+713F-HRTimeline
Secure Asset Management, LLC3,593$438K0.09%+1,40213F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,594$438K0.11%+713F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC3,581$437K0.11%013F-HRTimeline
BXM Wealth LLC3,571$436K0.52%-1713F-HRTimeline
FLC Capital Advisors3,570$435K0.1%013F-HRTimeline
Roberts Financial Services LLC3,569$435K0.08%-11313F-HRTimeline
CERTUITY, LLC3,557$434K0.05%+17713F-HRTimeline
BayBridge Capital Group, LLC3,555$434K0.31%-7,24713F-HRTimeline
Sterling Investment Counsel, LLC3,554$433K0.15%+29113F-HRTimeline
Texas Capital Bank Wealth Management Se…3,547$433K0.04%new13F-HRTimeline
Clayton Financial Group LLC3,537$431K0.16%+313F-HRTimeline
Aldebaran Financial Inc.3,535$431K0.53%-1313F-HRTimeline
Harold Davidson & Associates Inc.3,531$431K0.24%+52013F-HRTimeline
PDS Planning, Inc3,525$430K0.04%+14713F-HRTimeline
Smith Asset Management Co., LLC3,516$429K0.4%-12013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,497$427K0.06%+20713F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,488$425K0.02%+1,14313F-HRTimelineGroup
Alliance Wealth Advisors, LLC3,488$425K0.25%-5413F-HRTimeline
Verus Financial Partners, Inc.3,523$424K0.05%+213F-HRTimeline
BIRCH FINANCIAL GROUP, LLC3,478$424K0.38%new13F-HRTimeline
Grove Bank & Trust3,472$423K0.06%-2,33113F-HRTimeline
TRUE Private Wealth Advisors3,470$423K0.05%+17013F-HRTimeline
Code Waechter LLC3,456$422K0.35%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC3,454$421K0.01%+1,00313F-HRTimelineGroup
Sandbox Financial Partners, LLC3,447$420K0.15%+913F-HRTimeline
Flaharty Asset Management, LLC3,446$420K0.06%013F-HRTimeline
Asset Planning,Inc3,431$419K0.33%+513F-HRTimeline
First Citizens Financial Corp3,427$418K0.24%013F-HRTimeline
Resurgent Financial Advisors LLC3,426$418K0.25%-10013F-HRTimeline
YANKCOM Partnership3,412$416K0.23%-1,75213F-HRTimeline
RKL Wealth Management LLC3,404$415K0.04%new13F-HRTimeline
OMC Financial Services LTD3,378$412K0.18%+413F-HRTimeline
CRA Financial Services, LLC3,360$410K0.07%013F-HRTimeline
CNB Bank3,350$409K0.21%-1,03413F-HRTimeline
Strategic Wealth Investment Group, LLC3,343$408K0.71%-83,08313F-HRTimeline
Fairvoy Private Wealth, LLC3,342$408K0.11%+7013F-HRTimeline
William B. Walkup & Associates, Inc.3,341$408K0.25%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,332$406K0.02%-92413F-HRTimeline
Prostatis Group LLC3,330$406K0.13%-30013F-HRTimeline
Latitude Advisors, LLC3,328$406K0.24%-54113F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC3,323$405K0.34%+2813F-HRTimeline
Quotient Wealth Partners, LLC3,317$405K0.01%+22113F-HRTimeline
First Business Financial Services, Inc.3,316$404K0.04%-25013F-HRTimeline
CFO4Life Group, LLC3,315$404K0.07%-58813F-HRTimeline
CWS Financial Advisors, LLC3,308$404K0.13%013F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,305$403K0.19%+12413F-HRTimeline
L2 Asset Management, LLC3,304$403K0.08%+32513F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC3,302$403K0.01%+49213F-HRTimelineGroup
Commonwealth Financial Services, LLC3,301$403K0.08%-3613F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC3,300$403K0.16%+1,00013F-HRTimeline
Capital Asset Advisory Services LLC3,340$402K0.02%-45713F-HRTimeline
Cladis Investment Advisory, LLC3,287$401K0.29%-113F-HRTimeline
Soltis Investment Advisors LLC3,283$400K0.04%-5113F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC3,278$400K0.01%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC3,268$399K0.12%+19313F-HRTimeline
DUNCKER STREETT & CO INC3,265$398K0.08%013F-HRTimeline
Atlas Private Wealth Advisors3,264$398K0.06%-1,03013F-HRTimeline
MWA Asset Management3,260$398K0.28%013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,259$398K0.09%-313F-HRTimeline
Holistic Financial Partners3,253$397K0.19%new13F-HRTimeline
CVFG LLC3,250$396K0.36%+18613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC3,242$395K0.03%+113F-HRTimeline
Lindbrook Capital, LLC3,240$395K0.04%+4013F-HRTimeline
Pine Harbor Wealth Management, LLC3,235$395K0.16%+213F-HRTimeline
Timonier Family Office, LTD.3,235$395K0.17%-13713F-HRTimeline
Bestgate Wealth Advisors, LLC3,198$390K0.81%-2313F-HRTimeline
Avior Wealth Management, LLC3,194$390K0.01%-3,47613F-HRTimeline
BURNEY CO/3,192$389K0.01%-19513F-HRTimeline
North Star Investment Management Corp.3,182$388K0.03%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,180$388K0.02%-1,43813F-HRTimelineGroup
BAKER BOYER NATIONAL BANK3,179$388K0.14%013F-HRTimeline
Live Oak Investment Partners3,178$388K0.31%new13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,177$387K0.05%-9813F-HRTimeline
Beaton Management Co. Inc.3,171$387K0.2%-13413F-HRTimeline
MARATHON CAPITAL MANAGEMENT3,172$387K0.1%-10013F-HRTimeline
Peachtree Investment Partners, LLC3,168$386K0.15%+49113F-HRTimeline
44 WEALTH MANAGEMENT LLC3,167$386K0.14%013F-HRTimeline
Beverly Hills Private Wealth, LLC3,166$386K0.08%+6413F-HRTimeline
AMERIFLEX GROUP, INC.3,166$386K0.16%013F-HRTimeline
BKM Wealth Management, LLC3,163$386K0.16%-113F-HRTimeline
Financial Advisors Network, Inc.3,161$386K0.06%+8113F-HRTimeline
McGowan Group Asset Management, Inc.3,159$385K0.05%+8313F-HRTimeline
Summit Asset Management, LLC3,155$385K0.07%-80013F-HRTimeline
FAGAN ASSOCIATES, INC.3,150$384K0.06%-2713F-HRTimeline
Clearstead Trust, LLC3,150$384K0.09%-18713F-HRTimeline
WEST PACES ADVISORS INC.3,144$383K0.09%-48513F-HRTimeline
Xcel Wealth Management, LLC3,139$383K0.12%013F-HRTimeline
EVOKE WEALTH, LLC3,131$382K0.01%+58113F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,116$380K0.03%-8013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD3,106$379K0.34%+33213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp3,105$379K0.02%-25913F-HRTimelineGroup
Cannell & Spears LLC3,105$379K0.01%-46913F-HRTimeline
Baron Wealth Management LLC3,104$379K0.17%+24213F-HRTimeline
Westhampton Capital, LLC3,097$378K0.21%013F-HRTimeline
MEANS INVESTMENT CO., INC.3,096$378K0.04%-38513F-HRTimeline
CHANNEL WEALTH LLC3,094$377K0.12%+2213F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,089$377K0.11%+17513F-HRTimeline
Meridian Wealth Partners, LLC3,087$377K0.06%-8413F-HRTimeline
MCF Advisors LLC3,082$376K0.03%-11413F-HRTimeline
Texas Bank & Trust Co3,081$376K0.16%-413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC3,077$375K0.02%013F-HRTimeline
UNION SAVINGS BANK3,073$375K0.18%013F-HRTimeline
Blackston Financial Advisory Group, LLC3,068$374K0.25%-30513F-HR/ATimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC3,060$373K0.32%013F-HRTimelineGroup
Atlas Wealth Partners, LLC3,057$373K0.46%+47513F-HRTimeline
Grant/GrossMendelsohn, LLC3,089$373K0.21%+2013F-HRTimeline
SITTNER & NELSON, LLC3,051$372K0.16%013F-HRTimeline
Exchange Bank3,045$371K0.3%013F-HRTimeline
Jackson Wealth Management, LLC3,043$371K0.05%013F-HRTimeline
Pure Financial Advisors, LLC3,037$370K0.01%+56413F-HRTimeline
Revolve Wealth Partners, LLC3,034$370K0.05%+8413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management3,031$370K0.06%13F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC3,031$370K0.02%-1,51913F-HRTimeline
NOVEM GROUP3,030$370K0.05%+24613F-HRTimeline
New Hampshire Trust3,024$369K0.08%-91913F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…3,021$368K0.22%-10713F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,016$368K0.06%+11013F-HRTimeline
MKT Advisors LLC3,145$368K0.17%-15013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,012$367K0.12%+10313F-HRTimeline
CASCADE INVESTMENT GROUP, INC.3,010$367K0.28%013F-HRTimeline
JB Capital LLC3,003$366K0.02%+13313F-HRTimeline
FIDUCIENT ADVISORS LLC3,000$366K0.05%new13F-HRTimeline
Walter Public Investments Inc.3,000$366K0.07%013F-HRTimeline
Quent Capital, LLC2,993$365K0.04%+8613F-HRTimeline
DRW Securities, LLC2,988$364K0.03%new13F-HRTimeline
Uncommon Cents Investing LLC2,970$362K0.11%-513F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,950$360K0.06%-9513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC2,948$360K0.03%-19913F-HRTimeline
VAN STRUM & TOWNE INC.2,939$358K0.12%new13F-HRTimeline
CENTRAL BANK & TRUST CO2,922$356K0.06%+20413F-HRTimeline
Sequent Asset Management, LLC2,918$356K0.2%new13F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,918$356K<0.01%013F-HRTimelineGroup
SpringVest Wealth Management LLC2,914$355K0.29%-10513F-HRTimeline
Advisor Resource Council2,906$354K0.03%new13F-HRTimeline
PSI Advisors, LLC2,901$354K0.12%-2,11213F-HRTimeline
Ellis Investment Partners, LLC2,895$353K0.07%+41513F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors2,888$352K0.2%-20313F-HRTimelineGroup
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,862$349K0.18%-8313F-HRTimeline
Moss Adams Wealth Advisors LLC2,859$349K0.04%+76413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,897$349K0.02%-813F-HRTimeline
Holcombe Financial, Inc.2,853$348K0.29%013F-HRTimeline
Knuff & Co LLC2,852$348K0.12%+1,38813F-HRTimeline
WIMMER ASSOCIATES 1, LLC3,056$346K0.18%013F-HRTimeline
International Private Wealth Advisors L…2,833$346K0.33%+9413F-HRTimeline
Optas, LLC2,830$345K0.06%+22113F-HRTimeline
Connor, Clark & Lunn Investment Managem…2,828$345K<0.01%-266,52613F-HRTimeline
Relyea Zuckerberg Hanson LLC2,820$344K0.05%+1413F-HRTimeline
Community Financial Services Group, LLC2,819$344K0.07%-1,70013F-HRTimeline
Mason & Associates, LLC2,812$343K0.1%+313F-HRTimeline
Accel Wealth Management2,797$341K0.12%-26313F-HRTimeline
Invst, LLC2,796$341K0.05%-25813F-HRTimeline
Onyx Bridge Wealth Group LLC2,796$341K0.05%+6413F-HRTimeline
Raab & Moskowitz Asset Management LLC2,794$341K0.09%013F-HRTimeline
Heartwood Wealth Advisors LLC2,787$340K0.04%013F-HRTimeline
Generation Capital Management LLC2,785$340K0.31%013F-HRTimeline
Nalls Sherbakoff Group, LLC2,778$339K0.28%13F-HRTimeline
Focused Wealth Management, Inc2,774$338K0.05%new13F-HRTimeline
Asset Allocation & Management Company, …2,775$338K0.17%013F-HRTimeline
Interchange Capital Partners, LLC2,771$338K0.09%+2813F-HRTimeline
First Heartland Consultants, Inc.2,769$338K0.03%-5013F-HRTimeline
SkyView Investment Advisors, LLC2,760$337K0.05%new13F-HRTimeline
Horizon Investment Services, LLC2,759$337K0.16%-5213F-HRTimeline
NorthStar Asset Management LLC /NJ/2,755$336K0.21%+33313F-HRTimeline
Private Capital Management, LLC2,737$334K0.04%013F-HRTimeline
Blossom Wealth Management2,735$334K0.67%-2513F-HRTimeline
Robertson Stephens Wealth Management, L…2,730$333K0.01%-16613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,850$333K0.07%+10213F-HRTimeline
RDA Financial Network2,727$333K0.1%new13F-HRTimeline
Carl P. Sherr & Co., LLC2,721$332K0.18%013F-HRTimeline
Warm Springs Advisors Inc.2,705$330K0.33%+10013F-HRTimeline
FWG Holdings, LLC2,709$330K0.16%+813F-HRTimeline
Town & Country Bank & Trust CO dba Firs…2,702$330K0.13%-59613F-HRTimeline
CHELSEA COUNSEL CO2,701$329K0.18%013F-HRTimeline
Bridgewater Advisors Inc.2,702$329K0.03%new13F-HRTimeline
BURNS J W & CO INC/NY2,691$328K0.04%-66613F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,685$327K0.18%013F-HRTimeline
Rosenberg Matthew Hamilton2,682$327K0.08%-313F-HRTimeline
May Hill Capital, LLC2,681$327K0.12%+1713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,676$326K0.09%+213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,667$325K0.08%+56113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,655$324K0.04%-22913F-HRTimeline
Buttonwood Financial Advisors Inc.2,653$324K0.14%-4613F-HRTimeline
MBB PUBLIC MARKETS I LLC2,651$323K0.04%new13F-HR/ATimeline
Van Cleef Asset Management,Inc2,649$323K0.04%-10013F-HRTimeline
Oxbow Advisors, LLC2,649$323K0.03%new13F-HRTimeline