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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,437 managers (2,491 13F filers) reported a position in DUK shares at 2026-06-30, 543,917,056 shares in all. 142 filers opened a position and 136 filers sold out during the quarter.

Managers
2,437
13F filers
2,491
New
142
Added
1,135
Reduced
813
Sold out
136
Shares held by filers
543,917,056

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Elmwood Wealth Management, Inc.3,238$410K0.1%+50913F-HRTimeline
Fairvoy Private Wealth, LLC3,236$410K0.08%+5313F-HRTimeline
BAKER BOYER NATIONAL BANK3,233$409K0.11%-12613F-HRTimeline
McGowan Group Asset Management, Inc.3,229$409K0.05%+6913F-HRTimeline
Verus Financial Partners, Inc.3,221$408K0.03%-30013F-HRTimeline
BANK OF HAWAII3,206$406K0.02%013F-HRTimeline
SEARLE & CO.3,186$403K0.09%013F-HRTimeline
Lionhunter Capital Management, LLC3,173$402K0.18%13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.3,156$399K0.04%+1213F-HRTimeline
Ridge Creek Global, Inc3,148$398K0.31%-4513F-HRTimeline
Portfolio Design Labs, LLC3,143$398K0.07%+1713F-HRTimeline
William B. Walkup & Associates, Inc.3,137$397K0.19%-20413F-HRTimeline
Opal Wealth Advisors, LLC3,118$395K0.09%-6213F-HRTimeline
Granite Bay Wealth Management, LLC3,116$394K0.04%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC3,108$393K0.04%+74713F-HRTimeline
Virtue Capital Management, LLC3,106$393K0.05%-34213F-HRTimeline
Rosenberg Matthew Hamilton3,100$392K0.07%+41413F-HRTimeline
CASCADE INVESTMENT GROUP, INC.3,099$392K0.22%+3613F-HRTimeline
JB Capital LLC3,097$392K0.01%+1613F-HRTimeline
Prostatis Group LLC3,094$392K0.09%+10113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…3,092$391K0.06%-8013F-HRTimeline
WEST PACES ADVISORS INC.3,088$391K0.07%-6713F-HRTimeline
Defiance ETFs, LLC3,095$389K0.01%+52813F-HRTimeline
Xcel Wealth Management, LLC3,066$388K0.09%-54413F-HRTimeline
1900 WEALTH MANAGEMENT LLC3,062$388K0.02%+9913F-HRTimeline
WAYCROSS PARTNERS, LLC3,061$387K0.03%013F-HRTimeline
Pinnacle Bancorp, Inc.3,056$387K0.1%-31513F-HRTimeline
FLC Capital Advisors3,055$387K0.06%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,050$386K0.02%+1,20213F-HRTimeline
Exchange Bank3,045$385K0.24%013F-HRTimeline
Texas Bank & Trust Co3,038$385K0.13%+4013F-HRTimeline
Stonebridge Financial Group, LLC/CA3,036$384K0.05%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,026$383K0.02%013F-HRTimeline
Chesapeake Wealth Management3,017$382K0.11%+1,04013F-HRTimeline
Sovereign Financial Group, Inc.3,013$381K0.06%-3913F-HRTimeline
LEIGH BALDWIN & CO., LLC3,012$381K0.21%013F-HRTimeline
SteelPeak Wealth, LLC3,011$381K0.01%-3913F-HRTimeline
NOVEM GROUP3,005$380K0.04%-5113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,005$380K0.07%-30813F-HRTimeline
Resurgent Financial Advisors LLC3,003$380K0.11%-15913F-HRTimeline
Integrity Advisory Solutions, LLC3,001$380K0.04%new13F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,000$380K0.09%013F-HRTimelineGroup
Walter Public Investments Inc.3,000$380K0.09%013F-HRTimeline
MEANS INVESTMENT CO., INC.2,997$379K0.03%+1213F-HRTimeline
Inscription Capital, LLC2,995$379K0.03%+28613F-HRTimeline
Tempo Wealth, LLC2,994$379K0.06%+1,37013F-HRTimeline
WIMMER ASSOCIATES 1, LLC2,993$379K0.17%-5013F-HRTimeline
Westover Capital Advisors, LLC2,991$379K0.06%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,984$378K<0.01%013F-HRTimelineGroup
Peachtree Investment Partners, LLC2,980$377K0.12%+8113F-HRTimeline
Z3 Capital Partners, LLC2,979$377K0.08%+213F-HRTimeline
FAGAN ASSOCIATES, INC.2,970$376K0.05%+5313F-HRTimeline
Keebeck Wealth Management2,968$376K0.04%+1,03913F-HRTimeline
Rossby Financial, LCC2,955$374K0.07%+43413F-HRTimeline
PCB Capital LLC2,952$374K0.45%+8513F-HRTimeline
Financial Symmetry Inc2,940$372K0.12%+113F-HRTimeline
CIM INVESTMENT MANAGEMENT INC2,934$371K0.09%-26713F-HRTimeline
Benin Management CORP2,918$369K0.07%-11613F-HRTimeline
E Fund Management Co., Ltd.2,910$368K0.01%-2,21313F-HRTimeline
Leonteq Securities AG2,908$368K0.02%-6,39913F-HRTimeline
SHP Wealth Management2,904$368K0.03%+71213F-HRTimeline
Invst, LLC2,902$367K0.04%+10513F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.2,901$367K0.04%new13F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,900$367K0.05%+2813F-HRTimeline
Ellis Investment Partners, LLC2,887$365K0.06%+41713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,885$365K0.05%-10313F-HRTimeline
SHAYNE & JACOBS, LLC2,882$365K0.11%013F-HRTimeline
VAN STRUM & TOWNE INC.2,875$364K0.1%-6613F-HRTimeline
Pflug Koory, LLC2,868$363K0.15%+10313F-HRTimeline
Sather Financial Group Inc2,862$362K0.02%+2013F-HRTimeline
AlphaGrep UK Ltd2,862$362K0.11%new13F-HRTimeline
Nalls Sherbakoff Group, LLC2,861$362K0.26%-25213F-HRTimeline
Intergy Private Wealth, LLC2,858$362K0.08%+39613F-HRTimeline
Holcombe Financial, Inc.2,853$361K0.2%013F-HRTimeline
MWA Asset Management2,850$361K0.16%-1013F-HRTimeline
Southern Financial Group, LLC2,848$361K0.09%-4013F-HRTimeline
Alliance Wealth Strategies, LLC d/b/a B…2,845$360K0.28%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,844$360K0.2%-5813F-HRTimeline
Uniting Wealth Partners, LLC2,837$359K0.07%+9013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC2,835$359K0.02%+613F-HRTimeline
Blackston Financial Advisory Group, LLC2,835$359K0.2%-10313F-HRTimeline
PlanVest Financial, Inc2,831$358K0.24%-13313F-HRTimeline
BKM Wealth Management, LLC2,811$356K0.13%-213F-HRTimeline
Goldstein Advisors, LLC2,801$355K0.03%+58413F-HRTimeline
PIONEER TRUST BANK N A/OR2,800$354K0.08%+79613F-HRTimeline
UNION SAVINGS BANK2,794$354K0.14%-913F-HRTimeline
Alliance Wealth Advisors, LLC2,791$353K0.14%-66813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,790$353K0.01%new13F-HRTimelineGroup
First Citizens Financial Corp2,789$353K0.15%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management2,788$353K0.05%-113F-HRTimelineGroup
Generation Capital Management LLC2,785$353K0.22%013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,778$352K0.03%+2713F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,777$352K0.09%-30413F-HRTimeline
NorthStar Asset Management LLC /NJ/2,775$351K0.14%-22313F-HRTimeline
REXFORD CAPITAL INC2,770$351K0.21%+12813F-HRTimeline
CPWA, LLC2,770$351K0.41%+15513F-HRTimeline
44 WEALTH MANAGEMENT LLC2,768$350K0.12%-39913F-HRTimeline
Centurion Wealth Management LLC2,759$349K0.08%-18813F-HRTimeline
IFC Advisors LLC2,745$347K0.04%+9413F-HRTimeline
Treasure Coast Financial Planning2,744$347K0.17%013F-HRTimeline
VSM Wealth Advisory, LLC2,741$347K0.09%+113F-HRTimeline
L. Roy Papp & Associates, LLP2,740$347K0.04%013F-HRTimeline
Connecticut Capital Management Group, L…2,731$346K0.28%-513F-HRTimeline
Capital Asset Advisory Services LLC2,730$346K0.01%+44913F-HRTimeline
Galvin, Gaustad & Stein, LLC2,730$346K0.03%+87213F-HRTimeline
Collaborative Fund Advisors, LLC2,723$345K0.2%new13F-HRTimeline
Sound Income Strategies, LLC2,720$344K0.02%-1,94813F-HRTimeline
CHANNEL WEALTH LLC2,718$344K0.08%+1013F-HRTimeline
William Allan Corp2,717$344K0.17%013F-HRTimeline
Indiana Trust & Investment Management Co2,713$343K0.09%013F-HRTimeline
Clearstead Trust, LLC2,705$342K0.04%013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…2,705$342K0.11%-3513F-HRTimeline
Signature Equity Partners, LLC2,702$342K0.16%-513F-HRTimeline
Private Capital Management, LLC2,700$342K0.03%013F-HRTimeline
SpringVest Wealth Management LLC2,699$342K0.21%+813F-HRTimeline
Proficio Capital Partners LLC2,698$341K0.01%new13F-HRTimeline
Legacy Trust2,697$341K0.06%-20113F-HRTimeline
Smithfield Trust Co2,701$341K0.01%-19913F-HRTimeline
Horizon Investment Services, LLC2,692$341K0.09%+113F-HRTimeline
Cravens & Co Advisors, LLC2,683$340K0.23%-12013F-HRTimeline
Bestgate Wealth Advisors, LLC2,682$340K0.54%-6113F-HRTimeline
Tradition Wealth Management, LLC2,676$339K0.02%+15013F-HRTimeline
Belleair Asset Management, LLC2,675$339K0.28%013F-HRTimeline
Mason & Associates, LLC2,672$338K0.07%013F-HRTimeline
GGM Financial LLC2,670$338K0.13%+87313F-HRTimeline
Allegiance Financial Group Advisory Ser…2,664$337K0.06%-1,14613F-HRTimeline
Clearwave Capital, LLC2,655$336K0.19%+5313F-HRTimeline
Van Hulzen Asset Management, LLC2,644$335K0.02%+213F-HRTimeline
CNB Bank2,641$334K0.13%-22013F-HRTimeline
Heartwood Wealth Advisors LLC2,641$334K0.03%-38013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/2,640$334K0.11%013F-HRTimelineGroup
Choate Investment Advisors2,638$334K0.01%-12713F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,633$333K0.01%+6413F-HRTimelineGroup
Barnes Wealth Management Group, Inc2,632$333K0.15%-1313F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,665$333K0.13%+36413F-HRTimeline
Sandro Wealth Management LLC2,629$333K0.24%+1713F-HRTimeline
LCM Capital Management Inc2,629$333K0.15%+2913F-HRTimeline
Gerald Baker Financial Group LLC2,625$332K0.09%013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC2,622$332K0.3%-35413F-HRTimeline
Rossmore Private Capital2,622$332K0.03%013F-HRTimeline
Smith Asset Management Co., LLC2,619$332K0.26%-3513F-HRTimeline
Kozak & Associates, Inc.2,634$331K0.06%+713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,616$331K<0.01%+1513F-HRTimeline
A4 Wealth Advisors LLC2,615$331K0.22%+1413F-HRTimeline
Winthrop Advisory Group LLC2,613$331K0.02%+37013F-HRTimeline
Partnership Wealth Management, LLC2,612$331K0.22%013F-HRTimeline
Carl P. Sherr & Co., LLC2,611$330K0.14%013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC2,608$330K0.22%-23713F-HRTimeline
GRANDFIELD & DODD, LLC2,601$329K0.02%+11613F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO2,598$329K0.03%+28013F-HRTimeline
Citizens National Bank Trust Department2,592$328K0.05%013F-HRTimeline
Charter Capital Management, LLC\DE2,592$328K0.15%+9913F-HRTimeline
COZAD ASSET MANAGEMENT INC2,590$328K0.02%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,584$327K0.17%013F-HRTimeline
Werba Rubin Papier Wealth Management2,576$326K0.04%+44113F-HRTimeline
J. M. Brown & Associates Inc.2,575$326K0.19%13F-HRTimeline
Frisch Financial Group, Inc.2,575$326K0.06%+62613F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC2,573$326K0.13%+113F-HRTimeline
Riverbend Wealth Management, LLC2,567$325K0.17%+10513F-HRTimeline
Beirne Wealth Consulting Services, LLC2,565$325K0.06%+713F-HRTimeline
Terril Brothers, Inc.2,564$325K0.08%013F-HRTimeline
L & S Advisors Inc2,557$324K0.03%-83,34213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,550$323K0.1%+3313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,550$323K0.02%+28013F-HRTimeline
Van Cleef Asset Management,Inc2,549$323K0.03%+30013F-HRTimeline
Shulman DeMeo Asset Management LLC2,546$322K0.06%+413F-HRTimeline
CFO4Life Group, LLC2,546$322K0.04%-2713F-HRTimeline
55 North Private Wealth, LLC2,541$322K0.06%+60913F-HRTimeline
PSI Advisors, LLC2,538$321K0.07%-4513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC2,536$321K0.12%+10113F-HRTimeline
Hamilton Point Investment Advisors, LLC2,531$320K0.05%-113F-HRTimeline
Strata Wealth Advisors, LLC2,518$319K0.08%+13413F-HRTimeline
Syntegra Private Wealth Group, LLC2,511$318K0.02%-46013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,511$318K0.08%+313F-HRTimeline
Good Steward Wealth Advisors,LLC2,509$318K0.19%-9413F-HRTimeline
Schulz Wealth, LTD.2,505$317K0.16%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…2,501$317K<0.01%-1,14713F-HRTimelineGroup
BANYAN CAPITAL MANAGEMENT, INC.2,493$316K0.14%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,486$315K0.06%+1413F-HRTimeline
DUTCH ASSET Corp2,480$314K0.16%new13F-HRTimeline
Range Advisory, LLC2,477$314K0.04%-713F-HRTimeline
Clearwater Capital Advisors, LLC2,477$314K0.02%+35013F-HRTimeline
Norman Fields, Gottscho Capital Managem…2,474$313K0.09%+70013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,474$313K0.01%+313F-HRTimeline
Cromwell Holdings LLC2,469$313K0.14%013F-HRTimeline
Landmark Wealth Management, LLC2,468$312K0.07%+55213F-HRTimeline
Apriem Advisors2,466$312K0.03%+6613F-HRTimeline
Hilton Head Capital Partners, LLC2,466$312K0.16%-3213F-HRTimeline
Wealth Quarterback LLC2,466$312K0.1%-20013F-HRTimeline
TRED AVON FAMILY WEALTH, LLC2,466$312K0.1%+30013F-HRTimeline
Sunpointe, LLC2,463$312K0.09%-1913F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…2,460$311K<0.01%new13F-HRTimelineGroup
Krilogy Financial LLC2,457$311K0.01%-713F-HRTimeline
Traynor Capital Management, Inc.2,457$311K0.01%-17213F-HRTimeline
XXI WEALTH, LLC2,455$311K0.14%+11413F-HRTimeline
New Hampshire Trust2,454$311K0.06%+10513F-HRTimeline
Cottage Street Advisors LLC2,452$310K0.12%+10113F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,453$310K0.11%-14213F-HRTimeline
SEEDS INVESTOR LLC2,448$310K0.03%+6513F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI2,444$309K0.01%013F-HRTimeline