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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
PEAK FINANCIAL ADVISORS LLC3,821$451K0.23%new13F-HRTimeline
OmniStar Financial Group, Inc.3,818$451K0.34%+2013F-HRTimeline
Campion Asset Management3,815$450K0.34%-14813F-HRTimeline
CONNING INC.in group CONNING INC.3,809$449K0.02%-21813F-HRTimelineGroup
Octavia Wealth Advisors, LLC3,802$449K0.05%-1,06313F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…3,794$448K0.07%new13F-HRTimeline
Arkos Global Advisors3,780$446K0.06%+10613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC3,777$446K0.09%+1413F-HRTimeline
King Wealth Management Group3,774$445K0.06%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,761$444K0.04%+3013F-HRTimeline
Quent Capital, LLC3,749$442K0.04%+75613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,735$441K0.01%-2,28013F-HRTimeline
FAIRFIELD, BUSH & CO.3,734$441K0.25%-10013F-HRTimeline
Beacon Capital Management, LLC3,726$440K0.06%-7213F-HRTimeline
GENESIS PRIVATE WEALTH, LLC3,725$440K0.21%-1213F-HRTimeline
Objectivity Squared, LLC3,720$439K0.3%+213F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC3,718$439K0.38%-25013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,717$439K0.06%013F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,711$438K0.02%+1,78413F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC3,689$435K0.05%-8013F-HRTimeline
Texas Capital Bank Wealth Management Se…3,675$434K0.04%+12813F-HRTimeline
WADDELL & ASSOCIATES, LLC3,673$433K0.05%-5313F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC432,588$433K0.62%+428,92213F-HR/ATimeline
First Western Trust Bank3,651$431K0.02%013F-HRTimeline
Sage Mountain Advisors LLC3,648$430K0.03%-19613F-HRTimeline
Xcel Wealth Management, LLC3,647$430K0.12%+50813F-HRTimeline
Strategic Wealth Investment Group, LLC3,642$430K0.62%+29913F-HRTimeline
Birchcreek Wealth Management, LLC3,635$429K0.24%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST3,624$428K0.04%+3,32713F-HRTimeline
BayBridge Capital Group, LLC3,611$426K0.27%+5613F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,616$426K0.1%+2213F-HRTimeline
Qsemble Capital Management, LP3,607$426K0.04%new13F-HRTimeline
Quad-Cities Investment Group, LLC3,602$425K0.19%+713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,600$425K0.03%-8013F-HRTimeline
VSM Wealth Advisory, LLC3,597$424K0.14%013F-HRTimeline
Garner Asset Management Corp3,594$424K0.2%-38513F-HRTimeline
Financial Advisors Network, Inc.3,592$424K0.06%+43113F-HRTimeline
AMERIFLEX GROUP, INC.3,644$424K0.22%+47813F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC3,581$423K0.09%013F-HRTimeline
FLC Capital Advisors3,575$422K0.09%+513F-HRTimeline
TRUE Private Wealth Advisors3,572$421K0.05%+10213F-HRTimeline
UPTICK PARTNERS, LLC3,566$421K0.12%+1,71613F-HRTimeline
Wealthquest Corp3,565$421K0.03%-92213F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC3,550$419K0.14%+25013F-HRTimeline
Grove Bank & Trust3,542$418K0.05%+7013F-HRTimeline
Aldebaran Financial Inc.3,535$417K0.46%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp3,526$416K<0.01%new13F-HRTimelineGroup
Verus Financial Partners, Inc.3,548$416K0.04%+2513F-HRTimeline
Capital Asset Advisory Services LLC3,496$416K0.02%+15613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,521$415K0.02%+18913F-HRTimeline
CERTUITY, LLC3,516$415K0.04%-4113F-HRTimeline
Alliance Wealth Advisors, LLC3,515$415K0.23%+2713F-HRTimeline
Quotient Wealth Partners, LLC3,495$412K0.01%+17813F-HRTimeline
International Private Wealth Advisors L…3,491$412K0.35%+65813F-HRTimeline
RKL Wealth Management LLC3,487$411K0.04%+8313F-HRTimeline
L2 Asset Management, LLC3,477$410K0.07%+17313F-HRTimeline
Verity & Verity, LLC3,475$410K0.04%-98513F-HRTimeline
Sandbox Financial Partners, LLC3,472$410K0.13%+2513F-HRTimeline
Secure Asset Management, LLC3,439$406K0.08%-15413F-HRTimeline
Asset Planning,Inc3,437$406K0.31%+613F-HRTimeline
YANKCOM Partnership3,433$405K0.2%+2113F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC3,427$404K0.01%+12513F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV3,416$403K0.02%+1,55813F-HRTimeline
Relyea Zuckerberg Hanson LLC3,411$403K0.05%+59113F-HRTimeline
Uncommon Cents Investing LLC3,409$402K0.11%+43913F-HRTimeline
ASPIRIANT, LLC3,403$402K0.01%-41413F-HRTimeline
West Tower Group, LLC3,400$401K0.87%new13F-HRTimeline
Soltis Investment Advisors LLC3,400$401K0.03%+11713F-HRTimeline
OMC Financial Services LTD3,381$399K0.16%+313F-HRTimeline
CRA Financial Services, LLC3,376$398K0.06%+1613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,370$398K0.01%-11813F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC3,364$397K0.32%+4113F-HRTimeline
Holistic Financial Partners3,340$394K0.17%+8713F-HRTimeline
First Business Financial Services, Inc.3,338$394K0.04%+2213F-HRTimeline
Fairvoy Private Wealth, LLC3,338$394K0.1%-413F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,367$394K0.17%+6213F-HRTimeline
Meriwether Wealth & Planning, LLC3,329$393K0.25%-43013F-HRTimeline
Latitude Advisors, LLC3,328$393K0.2%013F-HRTimeline
WORLD EQUITY GROUP, INC.3,323$392K0.11%-49813F-HRTimeline
Adams Wealth Management3,323$392K0.07%new13F-HRTimeline
CacheTech Inc.3,323$392K0.07%new13F-HRTimeline
GSA CAPITAL PARTNERS LLP3,324$392K0.03%-7,13613F-HRTimeline
Avior Wealth Management, LLC3,317$391K0.01%+12313F-HRTimeline
Opal Wealth Advisors, LLC3,308$390K0.11%+73013F-HRTimeline
Vestmark Advisory Solutions, Inc.3,308$390K0.01%-4,89613F-HRTimeline
Bestgate Wealth Advisors, LLC3,198$390K0.81%013F-HRTimeline
Commonwealth Financial Services, LLC3,305$390K0.08%+413F-HRTimeline
Asset Dedication, LLC3,305$390K0.03%+1,91213F-HRTimeline
Cladis Investment Advisory, LLC3,287$388K0.24%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,282$387K0.05%-21513F-HRTimeline
DUNCKER STREETT & CO INC3,265$385K0.07%013F-HRTimeline
Sterling Investment Counsel, LLC3,263$385K0.23%-29113F-HRTimeline
MWA Asset Management3,253$384K0.23%-713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC3,243$383K0.03%+113F-HRTimeline
Accel Wealth Management3,242$383K0.13%+44513F-HRTimeline
Pine Harbor Wealth Management, LLC3,237$382K0.13%+213F-HRTimeline
Timonier Family Office, LTD.3,237$382K0.14%+213F-HRTimeline
VestGen Advisors, LLC3,229$381K0.02%+69613F-HRTimeline
William B. Walkup & Associates, Inc.3,226$381K0.22%-11513F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,217$380K0.11%+12813F-HRTimeline
Syntegra Private Wealth Group, LLC3,217$380K0.04%+70713F-HRTimeline
CVFG LLC3,216$379K0.3%-3413F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…3,011$378K0.26%new13F-HRTimeline
Baron Wealth Management LLC3,196$377K0.13%+9213F-HRTimeline
BURNEY CO/3,192$377K0.01%013F-HRTimeline
North Star Investment Management Corp.3,190$376K0.03%+813F-HRTimeline
MKT Advisors LLC3,165$376K0.15%+2013F-HRTimeline
BAKER BOYER NATIONAL BANK3,179$375K0.13%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…3,177$375K0.06%+22713F-HRTimeline
Summit Asset Management, LLC3,175$375K0.06%+2013F-HRTimeline
MARATHON CAPITAL MANAGEMENT3,172$374K0.1%013F-HRTimeline
First Citizens Financial Corp3,172$374K0.21%-25513F-HRTimeline
Beaton Management Co. Inc.3,171$374K0.18%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,168$374K0.04%-913F-HRTimeline
UNION SAVINGS BANK3,073$374K0.17%013F-HRTimeline
44 WEALTH MANAGEMENT LLC3,167$374K0.13%013F-HRTimeline
BKM Wealth Management, LLC3,163$373K0.15%013F-HRTimeline
McGowan Group Asset Management, Inc.3,161$373K0.05%+213F-HRTimeline
Atlas Wealth Partners, LLC3,157$373K0.43%+10013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,160$373K0.08%+49313F-HRTimeline
FAGAN ASSOCIATES, INC.3,150$372K0.06%013F-HRTimeline
MEANS INVESTMENT CO., INC.3,143$371K0.04%+4713F-HRTimeline
WEST PACES ADVISORS INC.3,139$370K0.08%-513F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…3,129$369K0.2%+10813F-HRTimelineGroup
New Hampshire Trust3,126$369K0.08%+10213F-HRTimeline
CHANNEL WEALTH LLC3,117$368K0.1%+2313F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,116$368K0.03%013F-HRTimeline
Cannell & Spears LLC3,112$367K0.01%+713F-HRTimeline
Meridian Wealth Partners, LLC3,107$367K0.05%+2013F-HRTimeline
Westhampton Capital, LLC3,097$365K0.19%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,070$365K0.07%+22013F-HRTimeline
Texas Bank & Trust Co3,081$364K0.14%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,078$363K0.06%+6213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,071$362K0.09%+55413F-HRTimeline
WAYCROSS PARTNERS, LLC3,061$361K0.03%new13F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC3,060$361K0.26%013F-HRTimelineGroup
MCF Advisors LLC3,056$361K0.02%-2613F-HRTimeline
WIMMER ASSOCIATES 1, LLC3,056$361K0.18%013F-HRTimeline
SITTNER & NELSON, LLC3,051$360K0.14%013F-HRTimeline
CWS Financial Advisors, LLC3,050$360K0.1%-25813F-HRTimeline
Exchange Bank3,045$359K0.28%013F-HRTimeline
JB Capital LLC3,044$359K0.02%+4113F-HRTimeline
Jackson Wealth Management, LLC3,043$359K0.04%013F-HRTimeline
Charter Capital Management, LLC\DE3,042$359K0.21%13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…3,040$359K0.06%-69513F-HRTimeline
Rosenberg Matthew Hamilton3,040$359K0.08%+35813F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC3,031$358K0.02%013F-HRTimeline
NOVEM GROUP3,029$357K0.05%-113F-HRTimeline
Heartwood Wealth Advisors LLC3,021$356K0.04%+23413F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,015$356K0.11%+313F-HRTimeline
Moss Adams Wealth Advisors LLC3,011$355K0.03%+15213F-HRTimeline
CASCADE INVESTMENT GROUP, INC.3,010$355K0.25%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,010$355K0.03%+6213F-HRTimeline
Blackston Financial Advisory Group, LLC3,005$355K0.22%-6313F-HR/ATimeline
Walter Public Investments Inc.3,000$354K0.06%013F-HRTimeline
First Heartland Consultants, Inc.2,999$354K0.03%+23013F-HRTimeline
CFO4Life Group, LLC2,997$354K0.06%-31813F-HRTimeline
Mason & Associates, LLC2,995$353K0.09%+18313F-HRTimeline
Centurion Wealth Management LLC2,991$353K0.1%+8713F-HRTimeline
Live Oak Investment Partners2,990$353K0.27%-18813F-HRTimeline
Peak Planning Group, LLC2,969$350K0.22%+73413F-HRTimeline
Prostatis Group LLC2,963$350K0.1%-36713F-HRTimeline
CNB Bank2,961$349K0.17%-38913F-HRTimeline
Harold Davidson & Associates Inc.2,956$349K0.23%-57513F-HRTimeline
Ellis Investment Partners, LLC2,954$349K0.07%+5913F-HRTimeline
VAN STRUM & TOWNE INC.2,939$347K0.11%013F-HRTimeline
Interchange Capital Partners, LLC2,929$346K0.08%+15813F-HR/ATimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…2,928$345K0.16%+6613F-HRTimeline
CENTRAL BANK & TRUST CO2,922$345K0.06%013F-HRTimeline
Sequent Asset Management, LLC2,918$344K0.27%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,918$344K<0.01%013F-HRTimelineGroup
SHAYNE & JACOBS, LLC2,902$342K0.11%+40213F-HRTimeline
EVOKE WEALTH, LLC2,899$342K0.01%-23213F-HRTimeline
Campbell & CO Investment Adviser LLC2,897$342K0.02%-4,09613F-HRTimeline
Raab & Moskowitz Asset Management LLC2,894$342K0.08%+10013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA2,892$341K0.02%-513F-HRTimeline
Financial Symmetry Inc2,887$341K0.18%new13F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,883$340K0.02%-22213F-HRTimelineGroup
May Hill Capital, LLC2,881$340K0.11%+20013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors2,872$339K0.17%-1613F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,865$338K<0.01%+29113F-HRTimeline
FWG Holdings, LLC2,722$338K0.16%+1313F-HRTimeline
Robertson Stephens Wealth Management, L…2,860$337K0.01%+13013F-HRTimeline
Knuff & Co LLC2,858$337K0.11%+613F-HRTimeline
Smith Asset Management Co., LLC2,858$337K0.29%-65813F-HRTimeline
Beverly Hills Private Wealth, LLC2,857$337K0.06%-30913F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,858$337K0.13%+55113F-HRTimeline
Indiana Trust & Investment Management Co2,853$337K0.11%+29113F-HRTimeline
Holcombe Financial, Inc.2,853$337K0.25%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,852$337K0.05%-17913F-HRTimelineGroup
Stanley-Laman Group, Ltd.2,840$335K0.05%+38613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,837$335K0.03%+18213F-HRTimeline
Revolve Wealth Partners, LLC2,836$335K0.04%-19813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,826$333K0.01%+76413F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/2,808$331K0.17%+5313F-HRTimeline
Invst, LLC2,808$331K0.04%+1213F-HRTimeline
Onyx Bridge Wealth Group LLC2,804$331K0.04%+813F-HRTimeline
111 Capital2,797$330K0.06%new13F-HRTimeline
Peachtree Investment Partners, LLC2,796$330K0.13%-37213F-HRTimeline
Nalls Sherbakoff Group, LLC2,795$330K0.24%+1713F-HRTimeline