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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,354 managers (2,399 13F filers) reported a position in DUK shares at 2025-12-31, 536,857,859 shares in all. 102 filers opened a position and 148 filers sold out during the quarter.

Managers
2,354
13F filers
2,399
New
102
Added
1,010
Reduced
826
Sold out
148
Shares held by filers
536,857,859

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
PEAK FINANCIAL ADVISORS LLC4,021$471K0.21%+3813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,018$471K0.02%-60713F-HRTimeline
PDS Planning, Inc4,000$469K0.03%-15613F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC3,989$468K0.14%new13F-HRTimeline
Almanack Investment Partners, LLC.3,983$467K0.08%+8113F-HRTimeline
Lantern Wealth Advisors, LLC3,959$464K0.25%+3913F-HRTimeline
Fulcrum Equity Management3,947$463K0.44%+2813F-HRTimeline
Corundum Group, Inc.3,945$462K0.16%-5,70113F-HRTimeline
FAIRFIELD, BUSH & CO.3,939$462K0.24%-17513F-HRTimeline
FWG Holdings, LLC3,792$460K0.17%+6313F-HR/ATimeline
Quent Capital, LLC3,924$460K0.03%+2213F-HRTimeline
Lafayette Investments, Inc.3,914$459K0.09%013F-HRTimeline
Financial Advisors Network, Inc.3,898$457K0.06%+13513F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC3,884$455K0.03%-45313F-HRTimeline
Breakwater Capital Group3,882$455K0.06%+213F-HRTimeline
Koshinski Asset Management, Inc.3,882$455K0.03%013F-HRTimeline
Optas, LLC3,881$455K0.07%-2,15913F-HRTimeline
Reynders McVeigh Capital Management, LLC3,875$454K0.02%+813F-HRTimeline
OAKWORTH CAPITAL, INC.3,856$452K0.02%-78213F-HRTimeline
Thayer Financial, L.L.C.3,850$451K0.48%13F-HRTimeline
Arbor Investment Advisors, LLC3,848$451K0.06%-7,03813F-HRTimeline
Focused Wealth Management, Inc3,842$450K0.05%+24513F-HRTimeline
CONNING INC.in group CONNING INC.3,839$450K0.02%+3013F-HRTimelineGroup
JB Capital LLC3,837$450K0.02%+82613F-HRTimeline
Park Place Capital Corp3,833$449K0.09%-3813F-HRTimeline
WENDELL DAVID ASSOCIATES INC3,790$444K0.05%-8313F-HRTimeline
Aspen Grove Capital, LLC3,785$444K0.08%+6313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,770$442K0.04%+95713F-HRTimeline
Mayfair Advisory Group, LLC3,760$442K0.17%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC3,754$440K0.06%013F-HRTimeline
McDonough Capital Management, Inc3,753$440K0.22%-17613F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC3,740$438K0.17%-20013F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC3,737$438K0.05%+12013F-HRTimeline
SG Trading Solutions, LLC3,734$438K0.1%13F-HRTimeline
Objectivity Squared, LLC3,724$437K0.24%+213F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC3,721$436K0.07%13F-HRTimeline
Secure Asset Management, LLC3,701$434K0.07%+24813F-HRTimeline
TWO SIGMA SECURITIES, LLC3,694$433K0.06%-1,84913F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC3,688$432K0.04%-1,00113F-HRTimeline
Atlas Wealth Partners, LLC3,682$432K0.47%+27513F-HRTimeline
Grey Ledge Advisors, LLC3,679$431K0.1%-1,32913F-HRTimeline
GENESIS PRIVATE WEALTH, LLC3,677$431K0.13%+2213F-HRTimeline
Schonfeld Strategic Advisors LLC3,674$431K<0.01%+1,23013F-HRTimeline
WADDELL & ASSOCIATES, LLC3,673$431K0.03%-34213F-HRTimeline
WHITE PINE CAPITAL LLC3,668$430K0.12%+1,06513F-HRTimeline
Wealthquest Corp3,667$430K0.03%new13F-HRTimeline
BROADWATER CAPITAL MANAGEMENT LLC3,666$430K0.32%013F-HRTimeline
AM INVESTMENT STRATEGIES LLC3,657$429K0.09%+713F-HRTimeline
EntryPoint Capital, LLC3,660$429K0.17%new13F-HRTimeline
WRIGHT INVESTORS SERVICE INC3,659$429K0.13%-11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NCM Capital Management, LLC3,657$429K0.16%-17413F-HRTimeline
SUMMIT SECURITIES GROUP LLC3,656$429K0.08%-2,78513F-HRTimeline
BANK OF HAWAII3,647$427K0.02%-77113F-HRTimeline
Xcel Wealth Management, LLC3,637$426K0.11%-1013F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,635$426K0.03%-81013F-HRTimeline
Birchcreek Wealth Management, LLC3,635$426K0.21%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,632$426K0.05%-213F-HRTimeline
Elite Wealth Management, Inc.3,615$424K0.12%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,614$424K0.01%+82013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,612$423K0.01%-20613F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC3,611$423K0.04%013F-HRTimeline
Uncommon Cents Investing LLC3,609$423K0.1%+4013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC3,609$423K0.07%+1,49113F-HRTimelineGroup
Quad-Cities Investment Group, LLC3,602$422K0.17%-713F-HRTimeline
CVFG LLC3,599$422K0.29%+35813F-HRTimeline
Harold Davidson & Associates Inc.3,599$422K0.19%-7513F-HRTimeline
TRUE Private Wealth Advisors3,587$420K0.04%+913F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…3,586$420K0.17%-913F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC3,570$418K0.11%+22013F-HRTimeline
ABSHER WEALTH MANAGEMENT, LLC3,567$418K0.05%-12213F-HRTimeline
Verus Financial Partners, Inc.3,519$418K0.04%+213F-HRTimeline
Garner Asset Management Corp3,567$418K0.16%-22813F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,541$415K0.01%-14213F-HRTimeline
Acorns Advisers, LLC3,532$414K<0.01%+57713F-HRTimeline
Clear Creek Financial Management, LLC3,519$412K0.03%+54113F-HRTimeline
Avior Wealth Management, LLC3,517$412K0.01%+36513F-HRTimeline
King Wealth Management Group3,512$412K0.05%-25413F-HRTimeline
Westhampton Capital, LLC3,503$411K0.19%+40613F-HRTimeline
Sandbox Financial Partners, LLC3,495$410K0.11%-2813F-HRTimeline
John Boyer, Inc.3,491$409K0.42%+3013F-HRTimeline
OpenArc Corporate Advisory, LLC3,484$408K0.01%13F-HRTimeline
Van Diest Capital, LLC3,483$408K0.61%13F-HRTimeline
YANKCOM Partnership3,480$408K0.17%+1213F-HRTimeline
Alliance Wealth Advisors, LLC3,477$408K0.19%-3313F-HRTimeline
Accel Wealth Management3,473$407K0.11%-213F-HRTimeline
SAX WEALTH ADVISORS, LLC3,472$407K0.02%+1,54413F-HRTimeline
Campion Asset Management3,471$407K0.28%-15813F-HRTimeline
North Star Investment Management Corp.3,467$406K0.03%+4013F-HRTimeline
Marotta Asset Management3,460$406K0.08%-50513F-HRTimeline
Virtue Capital Management, LLC3,444$404K0.06%-8,36513F-HR/ATimeline
Asset Planning,Inc3,449$404K0.28%+613F-HRTimeline
First Nebraska Trust Co3,443$404K0.04%+86513F-HRTimeline
CONNABLE OFFICE INC3,441$403K0.04%013F-HRTimeline
Holistic Financial Partners3,433$402K0.15%+7513F-HRTimeline
Opal Wealth Advisors, LLC3,432$402K0.1%+13813F-HRTimeline
BEACON INVESTMENT ADVISORS LLC3,413$400K0.16%+2913F-HRTimeline
First Heartland Consultants, Inc.3,410$400K0.03%+37213F-HRTimeline
FORTEM FINANCIAL GROUP, LLC3,400$399K0.11%+82413F-HRTimeline
GC Wealth Management RIA, LLC3,400$399K0.01%-10,55313F-HRTimeline
Fourth Dimension Wealth, LLC3,397$398K0.15%+20613F-HRTimeline
Relyea Zuckerberg Hanson LLC3,393$398K0.04%-6313F-HRTimeline
CRA Financial Services, LLC3,389$397K0.05%-7813F-HRTimeline
OMC Financial Services LTD3,388$397K0.15%+313F-HRTimeline
BAKER BOYER NATIONAL BANK3,382$396K0.12%+34013F-HRTimeline
SteelPeak Wealth, LLC3,370$395K0.01%-33,54513F-HRTimeline
Gateway Wealth Partners, LLC3,359$394K0.04%+98113F-HRTimeline
Latitude Advisors, LLC3,359$394K0.17%+13113F-HRTimeline
Triad Wealth Partners, LLC3,354$393K0.04%+50613F-HRTimeline
Aldebaran Financial Inc.3,335$392K0.36%-10013F-HRTimeline
Perpetual Ltdin group Perpetual Ltd3,342$392K0.01%-2113F-HRTimelineGroup
Grove Bank & Trust3,342$392K0.04%-20013F-HRTimeline
CERTUITY, LLC3,320$389K0.02%-7313F-HRTimeline
DUNCKER STREETT & CO INC3,315$389K0.07%013F-HRTimeline
Verum Partners LLC3,310$388K0.08%-25113F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…3,306$388K0.1%-21713F-HRTimeline
EVOKE WEALTH, LLC3,304$387K0.01%-1,12913F-HRTimeline
Hobbs Group Advisors, LLC3,300$387K0.12%+76613F-HRTimeline
RESOLUTE CAPITAL, LLC3,298$387K0.16%13F-HRTimeline
Capital Asset Advisory Services LLC3,269$385K0.02%+5513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,279$384K0.08%-21313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,260$382K0.05%-4913F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,257$382K0.02%-72513F-HRTimeline
Sterling Investment Counsel, LLC3,543$382K0.11%new13F-HRTimeline
PFG Advisors3,253$381K0.02%-1,30313F-HRTimeline
Baron Wealth Management LLC3,249$381K0.12%-36713F-HRTimeline
Cladis Investment Advisory, LLC3,247$381K0.21%-4013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC3,256$380K0.03%-91413F-HRTimelineGroup
Pine Harbor Wealth Management, LLC3,241$380K0.12%+213F-HRTimeline
Timonier Family Office, LTD.3,240$380K0.12%+213F-HRTimeline
MWA Asset Management3,228$378K0.21%-2513F-HRTimeline
Foster Group, Inc.3,227$378K0.01%+54913F-HRTimeline
Castleview Partners, LLC3,225$378K0.19%+69313F-HRTimeline
CIM INVESTMENT MANAGEMENT INC3,215$377K0.1%013F-HRTimeline
ANCHYRA PARTNERS LLC3,211$376K0.12%13F-HRTimeline
BIRCH FINANCIAL GROUP, LLC3,210$376K0.21%new13F-HRTimeline
Moss Adams Wealth Advisors LLC3,207$376K0.03%+17913F-HRTimeline
Resurgent Financial Advisors LLC3,202$375K0.19%-1,30913F-HRTimeline
FAGAN ASSOCIATES, INC.3,197$375K0.05%+4713F-HRTimeline
Ridge Creek Global, Inc3,193$374K0.31%13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…3,191$374K0.05%-11513F-HRTimeline
Fairvoy Private Wealth, LLC3,183$373K0.08%-513F-HRTimeline
Onyx Bridge Wealth Group LLC3,175$372K0.04%+813F-HRTimeline
Kathmere Capital Management, LLC3,175$372K0.03%-2613F-HRTimeline
Beaton Management Co. Inc.3,171$372K0.16%013F-HRTimeline
SITTNER & NELSON, LLC3,050$372K0.13%-113F-HRTimeline
AMERIFLEX GROUP, INC.3,169$371K0.19%-2,97313F-HRTimeline
44 WEALTH MANAGEMENT LLC3,167$371K0.12%013F-HRTimeline
McGowan Group Asset Management, Inc.3,166$371K0.05%+213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,165$371K0.06%+71713F-HRTimeline
BKM Wealth Management, LLC3,163$371K0.14%013F-HRTimeline
Summit Asset Management, LLC3,161$371K0.05%+2213F-HRTimeline
Main Street Financial Solutions, LLC3,158$370K0.03%-2,35713F-HRTimeline
Park Edge Advisors, LLC3,155$370K0.08%-99813F-HRTimeline
WEST PACES ADVISORS INC.3,155$370K0.07%+5013F-HRTimeline
CWS Financial Advisors, LLC3,153$370K0.1%-4913F-HRTimeline
Cannell & Spears LLC3,152$369K0.01%-513F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp3,150$369K<0.01%-6813F-HRTimelineGroup
MAGNOLIA CAPITAL ADVISORS LLC3,138$368K0.08%+24913F-HRTimeline
William B. Walkup & Associates, Inc.3,137$368K0.2%-8713F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,134$367K0.04%+46213F-HRTimeline
Heartwood Wealth Advisors LLC3,123$366K0.03%+10213F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,116$365K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC3,097$363K0.26%+28613F-HRTimeline
Capital Advisors Wealth Management, LLC3,097$363K0.05%+2913F-HRTimeline
Signal Advisors Wealth, LLC3,094$363K0.03%-7413F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC3,094$363K0.27%-17813F-HRTimeline
UNION SAVINGS BANK3,093$363K0.16%13F-HRTimeline
Syntegra Private Wealth Group, LLC3,091$362K0.03%+513F-HRTimeline
MEANS INVESTMENT CO., INC.3,087$362K0.03%+813F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…3,031$361K0.25%+1013F-HRTimeline
First Business Financial Services, Inc.3,073$360K0.03%-17513F-HRTimeline
Allegiance Financial Group Advisory Ser…3,066$359K0.08%+41713F-HRTimeline
WAYCROSS PARTNERS, LLC3,061$359K0.03%013F-HRTimeline
FLC Capital Advisors3,060$359K0.07%-51513F-HRTimeline
LSP Investment Advisors, LLCin group LSP Investment Advisors, LLC3,060$359K0.19%013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,050$357K0.02%-51713F-HRTimeline
Jackson Wealth Management, LLC3,043$357K0.03%-17113F-HRTimeline
Exchange Bank3,045$357K0.25%013F-HRTimeline
Benin Management CORP3,034$356K0.08%+1,05013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,022$354K0.01%-1,94713F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…3,021$354K0.05%+3513F-HRTimeline
Bestgate Wealth Advisors, LLC3,011$353K0.62%-2913F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,000$352K0.13%-90013F-HRTimelineGroup
Walter Public Investments Inc.3,000$352K0.06%013F-HRTimeline
Centurion Wealth Management LLC3,000$352K0.08%+913F-HRTimeline
Texas Bank & Trust Co2,998$351K0.13%-1013F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,993$351K0.16%-6313F-HRTimeline
NOVEM GROUP2,985$350K0.04%-4913F-HRTimeline
United Advisor Group, LLC2,982$350K0.04%+17713F-HRTimeline
NorthStar Asset Management LLC /NJ/2,982$349K0.16%+16013F-HRTimeline
D'Orazio & Associates, Inc.2,979$349K0.04%+913F-HRTimeline
Alliance Wealth Advisors, LLC /UT2,978$349K0.08%-91113F-HRTimeline
Adams Wealth Management2,977$349K0.07%+11213F-HRTimeline
CacheTech Inc.2,977$349K0.06%+11213F-HRTimeline
Approach Retirement Advisors, LLC2,976$349K0.3%13F-HRTimeline
Z3 Capital Partners, LLC2,975$349K0.08%13F-HRTimeline
Cooper Financial Group2,974$349K0.04%-29013F-HRTimeline
Sovereign Financial Group, Inc.2,968$348K0.06%+37613F-HRTimeline
MKT Advisors LLC2,977$348K0.12%-1113F-HRTimeline
CNB Bank2,956$346K0.14%-21313F-HRTimeline