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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,289 managers (2,330 13F filers) reported a position in DUK shares at 2025-09-30, 532,038,555 shares in all. 161 filers opened a position and 87 filers sold out during the quarter.

Managers
2,289
13F filers
2,330
New
161
Added
1,049
Reduced
756
Sold out
87
Shares held by filers
532,038,555

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Reynders McVeigh Capital Management, LLC3,867$479K0.02%-18113F-HRTimeline
Interchange Capital Partners, LLC3,858$477K0.09%+92913F-HRTimeline
TrueWealth Advisors, LLC3,849$476K0.13%+1,58313F-HRTimeline
NCM Capital Management, LLC3,831$474K0.18%013F-HRTimeline
Quotient Wealth Partners, LLC3,831$474K0.01%+33613F-HRTimeline
Indie Asset Partners, LLC3,819$473K0.63%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,818$472K0.01%-2913F-HRTimelineGroup
Americana Partners, LLC3,817$472K0.01%-33413F-HRTimeline
CONNING INC.in group CONNING INC.3,809$471K0.02%013F-HRTimelineGroup
Garner Asset Management Corp3,795$470K0.19%+20113F-HRTimeline
WRIGHT INVESTORS SERVICE INC3,771$467K0.14%-22613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
King Wealth Management Group3,766$466K0.06%-813F-HRTimeline
Live Oak Investment Partners3,765$466K0.31%+77513F-HR/ATimeline
Financial Advisors Network, Inc.3,763$466K0.07%+17113F-HRTimeline
Mayfair Advisory Group, LLC3,760$465K0.2%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,754$465K0.06%+58613F-HRTimeline
Krilogy Financial LLC3,751$464K0.02%new13F-HRTimeline
FWG Holdings, LLC3,729$463K0.2%+1,00713F-HRTimeline
DENALI ADVISORS LLC3,732$462K0.05%new13F-HRTimeline
Aspen Grove Capital, LLC3,722$461K0.08%-41613F-HRTimeline
Objectivity Squared, LLC3,722$461K0.27%+213F-HRTimeline
Beacon Capital Management, LLC3,699$458K0.07%-2713F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC3,689$457K0.05%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,683$456K0.01%-5213F-HRTimeline
Harold Davidson & Associates Inc.3,674$455K0.21%+71813F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC3,666$454K0.33%-428,92213F-HR/ATimeline
GENESIS PRIVATE WEALTH, LLC3,655$452K0.19%-7013F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,650$452K0.1%+3413F-HRTimeline
Xcel Wealth Management, LLC3,647$451K0.12%013F-HRTimeline
First Western Trust Bank3,637$450K0.02%-1413F-HRTimeline
Birchcreek Wealth Management, LLC3,635$450K0.23%013F-HRTimeline
Campion Asset Management3,629$449K0.32%-18613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,617$448K0.06%-10013F-HRTimeline
Baron Wealth Management LLC3,616$447K0.15%+42013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC3,611$447K0.04%-15013F-HRTimeline
Quad-Cities Investment Group, LLC3,609$447K0.19%+713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,634$446K0.05%+35213F-HRTimeline
Bayesian Capital Management, LP3,600$446K0.09%new13F-HRTimeline
Focused Wealth Management, Inc3,597$445K0.05%+1,74313F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…3,596$445K0.03%-11,56813F-HRTimelineGroup
INVESTORS ASSET MANAGEMENT OF GEORGIA I…3,595$445K0.19%+66713F-HRTimeline
TRUE Private Wealth Advisors3,578$443K0.05%+613F-HRTimeline
FLC Capital Advisors3,575$442K0.09%013F-HRTimeline
Uncommon Cents Investing LLC3,569$442K0.11%+16013F-HRTimeline
Redhawk Wealth Advisors, Inc.3,568$442K0.05%+1,45013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,567$441K0.03%-3313F-HRTimeline
Verum Partners LLC3,561$441K0.09%-51813F-HRTimeline
Grove Bank & Trust3,542$438K0.05%013F-HRTimeline
Good Steward Wealth Advisors,LLC3,540$438K0.3%-1,19713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp3,526$436K<0.01%013F-HRTimelineGroup
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,523$436K0.12%+30613F-HRTimeline
Sandbox Financial Partners, LLC3,523$436K0.12%+5113F-HRTimeline
Verus Financial Partners, Inc.3,517$435K0.04%-3113F-HRTimeline
Alliance Wealth Advisors, LLC3,510$434K0.22%-513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,492$432K0.09%+33213F-HRTimeline
RKL Wealth Management LLC3,488$432K0.04%+113F-HRTimeline
Bedel Financial Consulting, Inc.3,485$431K0.06%-53713F-HRTimeline
Accel Wealth Management3,475$430K0.13%+23313F-HRTimeline
YANKCOM Partnership3,468$429K0.19%+3513F-HRTimeline
CRA Financial Services, LLC3,467$429K0.06%+9113F-HRTimeline
John Boyer, Inc.3,461$428K0.43%13F-HRTimeline
Relyea Zuckerberg Hanson LLC3,456$428K0.04%+4513F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC3,443$426K0.08%-13813F-HRTimeline
Asset Planning,Inc3,443$426K0.31%+613F-HRTimeline
CONNABLE OFFICE INC3,441$426K0.04%+67513F-HRTimeline
Asset Dedication, LLC3,441$426K0.03%+13613F-HRTimeline
Aldebaran Financial Inc.3,435$425K0.43%-10013F-HRTimeline
Cape Investment Advisory, Inc.3,430$424K0.42%-4,53813F-HRTimeline
USA FINANCIAL FORMULAS3,430$424K0.07%-6,87213F-HRTimeline
North Star Investment Management Corp.3,427$424K0.03%+23713F-HRTimeline
Secure Asset Management, LLC3,453$423K0.07%+1413F-HRTimeline
Atlas Wealth Partners, LLC3,407$422K0.43%+25013F-HRTimeline
CERTUITY, LLC3,393$420K0.03%-12313F-HRTimeline
Engineers Gate Manager LP3,392$420K<0.01%-9,26213F-HRTimeline
DAVIS R M INC3,390$420K0.01%-1,02513F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,384$419K0.17%+1713F-HRTimeline
OMC Financial Services LTD3,385$419K0.16%+413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,381$418K0.01%+1,11713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Perpetual Ltdin group Perpetual Ltd3,363$416K0.01%-2,88213F-HRTimelineGroup
Holistic Financial Partners3,358$416K0.17%+1813F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC3,350$415K0.11%-20013F-HRTimeline
ATALANTA SOSNOFF CAPITAL, LLCin group ATALANTA SOSNOFF CAPITAL, LLC3,346$414K0.01%-8113F-HRTimelineGroup
Commonwealth Financial Services, LLC3,342$414K0.07%+3713F-HRTimeline
ASPIRIANT, LLC3,341$414K0.01%-6213F-HRTimeline
DUNCKER STREETT & CO INC3,315$410K0.07%+5013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,309$409K0.06%+23913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…3,306$409K0.06%+12913F-HRTimeline
Opal Wealth Advisors, LLC3,294$408K0.11%-1413F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.3,288$407K<0.01%+84113F-HRTimelineGroup
Cladis Investment Advisory, LLC3,287$407K0.23%013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC3,272$405K0.3%-9213F-HRTimeline
Cooper Financial Group3,264$404K0.04%+58313F-HRTimeline
MWA Asset Management3,253$403K0.22%013F-HRTimeline
First Business Financial Services, Inc.3,248$402K0.04%-9013F-HRTimeline
CVFG LLC3,241$401K0.29%+2513F-HRTimeline
Pine Harbor Wealth Management, LLC3,239$401K0.13%+213F-HRTimeline
Timonier Family Office, LTD.3,238$401K0.13%+113F-HRTimeline
Latitude Advisors, LLC3,228$399K0.18%-10013F-HRTimeline
Meriwether Wealth & Planning, LLC3,225$399K0.23%-10413F-HRTimeline
L.M. KOHN & COMPANY3,225$399K0.48%-3,47513F-HRTimeline
William B. Walkup & Associates, Inc.3,224$399K0.21%-213F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,218$398K<0.01%+30013F-HRTimelineGroup
Jackson Wealth Management, LLC3,214$398K0.04%+17113F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,215$398K0.11%-3,29313F-HRTimeline
Capital Asset Advisory Services LLC3,214$398K0.02%-28213F-HRTimeline
CWS Financial Advisors, LLC3,202$396K0.11%+15213F-HRTimeline
Kathmere Capital Management, LLC3,201$396K0.03%+47713F-HRTimeline
Fourth Dimension Wealth, LLC3,191$395K0.15%+1,84913F-HRTimeline
Fairvoy Private Wealth, LLC3,188$395K0.09%-15013F-HRTimeline
Choate Investment Advisors3,176$393K0.01%-1,13813F-HRTimeline
First Citizens Financial Corp3,172$393K0.19%013F-HRTimeline
CNB Bank3,169$392K0.16%+20813F-HRTimeline
Beaton Management Co. Inc.3,171$392K0.18%013F-HRTimeline
Signal Advisors Wealth, LLC3,168$392K0.04%-4,56713F-HRTimeline
44 WEALTH MANAGEMENT LLC3,167$392K0.13%013F-HRTimeline
Onyx Bridge Wealth Group LLC3,167$392K0.04%+36313F-HRTimeline
McGowan Group Asset Management, Inc.3,164$392K0.05%+313F-HRTimeline
BKM Wealth Management, LLC3,163$391K0.14%013F-HRTimeline
MARATHON CAPITAL MANAGEMENT3,162$391K0.09%-1013F-HRTimeline
Cannell & Spears LLC3,157$391K0.01%+4513F-HRTimeline
Avior Wealth Management, LLC3,152$390K0.01%-16513F-HRTimeline
FAGAN ASSOCIATES, INC.3,150$390K0.05%013F-HRTimeline
CHANNEL WEALTH LLC3,139$388K0.1%+2213F-HRTimeline
Summit Asset Management, LLC3,139$388K0.06%-3613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,121$386K0.06%+4313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,119$386K0.03%+10913F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,116$386K0.03%013F-HRTimeline
WEST PACES ADVISORS INC.3,105$384K0.08%-3413F-HRTimeline
Westhampton Capital, LLC3,097$383K0.19%013F-HRTimeline
MCF Advisors LLC3,096$383K0.02%+4013F-HRTimeline
Syntegra Private Wealth Group, LLC3,086$382K0.04%-13113F-HRTimeline
MEANS INVESTMENT CO., INC.3,079$381K0.03%-6413F-HRTimeline
Capital Advisors Wealth Management, LLC3,068$380K0.05%+48013F-HRTimeline
WAYCROSS PARTNERS, LLC3,061$379K0.03%013F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC3,060$379K0.23%013F-HRTimelineGroup
WIMMER ASSOCIATES 1, LLC3,056$378K0.18%013F-HRTimeline
SITTNER & NELSON, LLC3,051$378K0.14%013F-HRTimeline
Exchange Bank3,045$377K0.26%013F-HRTimeline
BAKER BOYER NATIONAL BANK3,042$376K0.13%-13713F-HRTimeline
Charter Capital Management, LLC\DE3,042$376K0.2%013F-HRTimeline
Rosenberg Matthew Hamilton3,040$376K0.08%013F-HRTimeline
Bestgate Wealth Advisors, LLC3,040$376K0.66%-15813F-HRTimeline
CASCADE INVESTMENT GROUP, INC.3,039$376K0.25%+2913F-HRTimeline
First Heartland Consultants, Inc.3,038$376K0.03%+3913F-HRTimeline
NOVEM GROUP3,034$375K0.04%+513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA3,030$375K0.02%+13813F-HRTimeline
Moss Adams Wealth Advisors LLC3,028$375K0.03%+1713F-HRTimeline
May Hill Capital, LLC3,022$374K0.11%+14113F-HRTimeline
Heartwood Wealth Advisors LLC3,021$374K0.03%013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…3,021$373K0.25%+1013F-HRTimeline
JB Capital LLC3,011$373K0.02%-3313F-HRTimeline
Texas Bank & Trust Co3,008$372K0.14%-7313F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…3,002$371K0.19%-12713F-HRTimelineGroup
Walter Public Investments Inc.3,000$371K0.06%013F-HRTimeline
Centurion Wealth Management LLC2,991$370K0.08%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,986$369K0.06%-5413F-HRTimeline
CFO4Life Group, LLC2,979$369K0.05%-1813F-HRTimeline
Clear Creek Financial Management, LLC2,978$369K0.03%+63213F-HRTimeline
D'Orazio & Associates, Inc.2,970$368K0.05%+24913F-HRTimeline
Acorns Advisers, LLC2,955$366K<0.01%+49013F-HRTimeline
MKT Advisors LLC2,988$366K0.14%-17713F-HRTimeline
Beirne Wealth Consulting Services, LLC2,953$366K0.09%+41413F-HRTimeline
Revolve Wealth Partners, LLC2,953$365K0.04%+11713F-HRTimeline
Lloyd Advisory Services, LLC.2,944$364K0.17%+47613F-HRTimeline
Blackston Financial Advisory Group, LLC2,939$364K0.22%-6613F-HR/ATimeline
VAN STRUM & TOWNE INC.2,939$364K0.11%013F-HRTimeline
Financial Symmetry Inc2,939$364K0.16%+5213F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC2,924$362K0.31%-79413F-HRTimeline
Resonant Capital Advisors, LLC2,922$362K0.02%+85813F-HRTimeline
CENTRAL BANK & TRUST CO2,922$362K0.06%013F-HRTimeline
Sequent Asset Management, LLC2,918$361K0.17%013F-HRTimeline
New Hampshire Trust2,897$359K0.07%-22913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,889$357K0.09%-18213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,882$357K0.22%+27913F-HRTimeline
SHAYNE & JACOBS, LLC2,882$357K0.11%-2013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,872$355K<0.01%+713F-HRTimeline
Uniting Wealth Partners, LLC2,869$355K0.08%+88213F-HRTimeline
1900 WEALTH MANAGEMENT LLC2,973$355K0.02%+68613F-HRTimeline
Adams Wealth Management2,865$355K0.08%-45813F-HRTimeline
CacheTech Inc.2,865$355K0.07%-45813F-HRTimeline
Prostatis Group LLC2,860$354K0.09%-10313F-HRTimeline
Smith Asset Management Co., LLC2,858$354K0.3%013F-HRTimeline
Knuff & Co LLC2,858$354K0.1%013F-HRTimeline
Mason & Associates, LLC2,995$353K0.09%013F-HRTimeline
Holcombe Financial, Inc.2,853$353K0.25%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,858$353K0.12%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,852$353K0.05%013F-HRTimelineGroup
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors2,852$353K0.18%-2013F-HRTimelineGroup
Triad Wealth Partners, LLC2,848$352K0.05%+65813F-HRTimeline
Beverly Hills Private Wealth, LLC2,844$352K0.06%-1313F-HRTimeline
IFC Advisors LLC2,839$351K0.06%-99513F-HRTimeline
Salvus Wealth Management, LLC2,826$350K0.2%+49113F-HRTimeline
LEIGH BALDWIN & CO., LLC2,824$350K0.2%+21713F-HR/ATimeline
NorthStar Asset Management LLC /NJ/2,822$349K0.17%+1413F-HRTimeline
WORLD EQUITY GROUP, INC.2,821$349K0.08%-50213F-HRTimeline
Legacy Trust2,820$349K0.07%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC2,813$348K0.03%-2413F-HRTimeline
Nalls Sherbakoff Group, LLC2,811$348K0.23%+1613F-HRTimeline
United Advisor Group, LLC2,805$347K0.05%+49913F-HRTimeline
Peachtree Investment Partners, LLC2,798$346K0.12%+213F-HRTimeline