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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,152 managers (2,192 13F filers) reported a position in DUK shares at 2024-12-31, 510,792,468 shares in all. 106 filers opened a position and 117 filers sold out during the quarter.

Managers
2,152
13F filers
2,192
New
106
Added
889
Reduced
724
Sold out
117
Shares held by filers
510,792,468

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Interchange Capital Partners, LLC2,743$295K0.11%-21613F-HRTimeline
International Private Wealth Advisors L…2,739$295K0.29%new13F-HRTimeline
Private Capital Management, LLC2,737$295K0.03%013F-HRTimeline
Onyx Bridge Wealth Group LLC2,732$294K0.04%+2113F-HRTimeline
Carl P. Sherr & Co., LLC2,721$293K0.15%013F-HRTimeline
CENTRAL BANK & TRUST CO2,718$293K0.04%013F-HRTimeline
Elmwood Wealth Management, Inc.2,711$292K0.12%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,702$291K0.23%13F-HRTimeline
CHELSEA COUNSEL CO2,701$291K0.15%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC2,748$291K0.06%new13F-HRTimeline
Buttonwood Financial Advisors Inc.2,699$291K0.13%-12113F-HRTimeline
Truvestments Capital LLC2,696$291K0.07%+1313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,685$289K0.16%-5013F-HRTimeline
Rosenberg Matthew Hamilton2,685$289K0.08%+1313F-HRTimeline
Peachtree Investment Partners, LLC2,677$288K0.11%-1013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,676$288K0.12%+10813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,674$288K0.08%+213F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC2,670$288K0.28%+2013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC2,667$287K<0.01%-202,72513F-HRTimelineGroup
May Hill Capital, LLC2,664$287K0.11%13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.2,644$285K0.01%+55513F-HRTimelineGroup
Spinnaker Investment Group, LLC2,637$284K0.07%-23213F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.2,637$284K0.03%+1313F-HRTimeline
Lloyd Advisory Services, LLC.2,630$283K0.13%-13313F-HRTimeline
Pflug Koory, LLC2,626$283K0.14%013F-HRTimeline
Cravens & Co Advisors, LLC2,624$283K0.22%+9813F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,620$282K0.01%+61613F-HRTimeline
Royal Capital Wealth Management, LLC2,618$282K0.2%+20213F-HRTimeline
Proficio Capital Partners LLC2,615$282K0.02%new13F-HR/ATimeline
Partnership Wealth Management, LLC2,612$281K0.23%013F-HRTimeline
Optas, LLC2,609$281K0.06%+37513F-HRTimeline
Smithfield Trust Co2,607$281K0.01%-5913F-HRTimeline
Warm Springs Advisors Inc.2,605$281K0.26%13F-HRTimeline
Slagle Financial, LLC2,603$280K0.13%-1813F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,601$280K<0.01%+2713F-HR/ATimeline
First Nebraska Trust Co2,593$279K0.03%013F-HRTimeline
Tyler-Stone Wealth Management2,590$279K0.05%+213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,585$278K0.2%-8313F-HRTimeline
McLean Asset Management Corp2,581$278K0.08%+10213F-HRTimeline
Rossmore Private Capital3,431$278K0.03%013F-HRTimeline
Atlas Wealth Partners, LLC2,582$278K0.35%+37413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,562$276K0.03%-39213F-HRTimeline
American Money Management, LLC2,556$275K0.05%-35513F-HRTimeline
Ironsides Asset Advisors, LLC2,554$275K0.08%013F-HRTimeline
HTLF Bank2,554$275K0.03%-113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,552$275K0.07%new13F-HR/ATimeline
EVOKE WEALTH, LLC2,550$275K0.01%-7013F-HRTimeline
Lokken Investment Group LLC2,549$275K0.12%+19413F-HRTimeline
Grant Private Wealth Management Inc2,547$274K0.3%13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,546$274K0.31%13F-HRTimeline
Riverbend Wealth Management, LLC2,524$274K0.24%13F-HRTimeline
FIRST MERCHANTS CORP2,532$273K0.01%+2513F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,530$273K0.11%+11013F-HRTimeline
Beirne Wealth Consulting Services, LLC2,525$272K0.1%-1113F-HRTimeline
FIRST FINANCIAL CORP /IN/2,521$272K0.13%-7713F-HRTimeline
LCM Capital Management Inc2,516$271K0.15%013F-HRTimeline
LexAurum Advisors, LLC2,512$271K0.05%+63913F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,506$270K0.03%-2013F-HRTimeline
Washington Trust Advisors, Inc.2,505$270K0.02%013F-HRTimeline
Schulz Wealth, LTD.2,505$270K0.21%013F-HRTimeline
SHAYNE & JACOBS, LLC2,500$269K0.07%013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd2,500$269K0.17%+60013F-HRTimelineGroup
Hamilton Point Investment Advisors, LLC2,500$269K0.05%new13F-HRTimeline
Joel Adams & Associates, Inc.2,489$268K0.24%13F-HRTimeline
FDx Advisors, Inc.2,485$268K0.08%-14513F-HRTimeline
Colonial River Investments, LLC2,487$268K0.13%-15613F-HRTimeline
GRANDFIELD & DODD, LLC2,485$268K0.02%013F-HRTimeline
Syntegra Private Wealth Group, LLC2,485$268K0.03%013F-HRTimeline
Ellis Investment Partners, LLC2,480$267K0.05%+1213F-HRTimeline
WRAPMANAGER INC2,476$267K0.07%-29313F-HRTimeline
Red Wave Investments LLC2,476$267K0.09%-1013F-HRTimeline
VeraBank, N.A.2,474$267K0.08%-4913F-HRTimeline
Pure Financial Advisors, LLC2,473$266K0.01%+11913F-HRTimeline
Heritage Trust Co2,469$266K0.03%13F-HRTimeline
Cromwell Holdings LLC2,469$266K0.15%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,468$266K0.02%+213F-HRTimeline
FRG Family Wealth Advisors LLC2,460$265K0.05%+1013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,451$264K0.01%+313F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,444$263K<0.01%+1,37413F-HR/ATimelineGroup
Arkos Global Advisors2,442$263K0.04%new13F-HRTimeline
Capital Advantage, Inc.2,439$263K0.05%new13F-HRTimeline
Wealth Quarterback LLC2,436$262K0.12%+1513F-HRTimeline
NorthStar Asset Management LLC /NJ/2,422$261K0.17%+1413F-HRTimeline
Consolidated Portfolio Review Corp2,419$261K0.04%new13F-HRTimeline
Rothschild Wealth LLC2,419$261K0.08%-34313F-HRTimeline
Capital Advisors Wealth Management, LLC2,415$260K0.05%-10113F-HRTimeline
Stanley-Laman Group, Ltd.2,407$259K0.04%-513F-HRTimeline
GSA CAPITAL PARTNERS LLP2,403$259K0.02%new13F-HRTimeline
Apriem Advisors2,400$259K0.03%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,400$259K0.44%013F-HRTimeline
Gleason Group, Inc.2,396$258K0.05%+2213F-HRTimeline
Executive Wealth Management, LLC2,395$258K0.02%-28513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC2,393$258K0.14%+413F-HRTimeline
LEIGH BALDWIN & CO., LLC2,389$257K0.22%13F-HR/ATimeline
M.E. ALLISON & CO., INC.2,385$257K0.28%13F-HRTimeline
Voleon Capital Management LP2,384$257K0.02%13F-HRTimeline
ROCKLAND TRUST CO2,373$256K0.01%-1,15613F-HRTimeline
Analyst IMS Investment Management Servi…in group Analyst IMS Investment Manage…2,367$255K0.01%+44113F-HRTimelineGroup
TILIA FIDUCIARY PARTNERS, INC.2,361$254K0.17%+413F-HRTimeline
PATRON PARTNERS, LLC2,357$254K0.14%-5013F-HRTimeline
Clear Creek Financial Management, LLC2,355$254K0.03%-6113F-HRTimeline
Foster Group, Inc.2,348$253K0.01%+8313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,345$253K0.01%+43713F-HRTimelineGroup
Joule Financial, LLC2,344$253K0.09%-113F-HRTimeline
Anchor Pointe Wealth Management, LLC2,338$252K0.33%13F-HRTimeline
Tradition Wealth Management, LLC2,337$252K0.02%+6713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC2,331$251K0.1%new13F-HRTimeline
Pettinga Financial Advisors LLC2,317$250K0.06%013F-HRTimeline
Stokes Family Office, LLC2,312$249K0.03%-4613F-HRTimeline
Bridge Creek Capital Management LLC2,307$249K0.08%013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC2,300$248K0.09%+30013F-HRTimeline
TrueWealth Advisors, LLC2,293$247K0.08%+613F-HRTimeline
Pinnacle Bancorp, Inc.2,292$247K0.08%+6913F-HRTimeline
Vantage Financial Partners, LLC2,289$247K0.06%-2313F-HRTimeline
Fortis Capital Advisors, LLC2,161$246K0.08%+8613F-HRTimeline
Hurlow Wealth Management Group, Inc.2,285$246K0.08%-63113F-HRTimeline
Geller Advisors LLC2,279$246K0.02%013F-HRTimeline
Sunpointe, LLC2,277$245K0.12%+22813F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.2,310$245K0.11%+1613F-HRTimeline
1900 WEALTH MANAGEMENT LLC2,275$245K0.02%-6613F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,270$245K0.17%013F-HRTimeline
GeoWealth Management, LLC2,268$244K0.01%-15,44413F-HRTimeline
L. Roy Papp & Associates, LLP2,266$244K0.03%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,264$244K0.09%013F-HRTimeline
SANDERS MORRIS HARRIS LLC2,250$244K0.04%-40013F-HRTimeline
Bath Savings Trust Co2,262$244K0.02%-13213F-HRTimeline
Summit X, LLC2,258$243K0.05%-7713F-HRTimeline
Sivia Capital Partners, LLC2,253$243K0.12%+8213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,248$242K0.14%013F-HRTimeline
Obsidian Personal Planning Solutions LLC2,154$241K0.12%013F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…2,230$240K0.24%13F-HRTimeline
M. Kraus & Co2,229$240K0.07%013F-HRTimeline
Bay Rivers Group2,224$240K0.12%013F-HRTimeline
Hilltop National Bank2,218$239K0.07%-11813F-HRTimeline
City State Bank2,217$239K0.08%+26613F-HRTimeline
Darwin Wealth Management, LLC2,216$239K0.08%-1,44413F-HR/ATimeline
Alternative Investment Advisors, LLC.2,213$238K0.12%+2313F-HRTimeline
Legacy Advisors, LLC2,212$238K0.02%-4,90913F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV2,198$237K0.18%013F-HRTimeline
Secure Asset Management, LLC2,191$236K0.04%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC2,190$236K0.02%013F-HRTimeline
Capital Planning Advisors, LLC2,184$235K0.04%+2513F-HRTimeline
Philip James Wealth Mangement, LLC2,182$235K0.03%+213F-HRTimeline
Roble, Belko & Company, Inc2,182$235K0.04%013F-HRTimeline
Alhambra Investment Management LLC2,178$235K0.12%+22113F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,175$234K0.06%+7513F-HRTimeline
Sulzberger Capital Advisors, Inc.2,170$234K0.27%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,166$233K0.05%+40013F-HRTimeline
Opal Wealth Advisors, LLC2,166$233K0.07%-8113F-HRTimeline
FULLCIRCLE WEALTH LLC2,046$233K0.1%-1913F-HRTimeline
Pinion Investment Advisors, LLC2,160$233K0.09%-8013F-HRTimeline
Castleview Partners, LLC2,154$232K0.13%+21013F-HR/ATimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,148$232K0.01%+2013F-HRTimelineGroup
Indiana Trust & Investment Management Co2,147$231K0.08%013F-HRTimeline
Manske Wealth Management2,146$231K0.09%13F-HRTimeline
Severin Investments, LLC2,130$230K0.23%13F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,128$229K0.04%013F-HRTimeline
Nicholson Wealth Management Group, LLC2,125$229K0.15%013F-HRTimeline
Intergy Private Wealth, LLC2,113$228K0.08%+9613F-HRTimeline
Revisor Wealth Management LLC2,054$228K0.21%-1,74013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,106$227K0.06%new13F-HRTimeline
Horan Capital Advisors, LLC.2,104$227K0.08%013F-HRTimeline
Triad Wealth Partners, LLC2,103$227K0.08%new13F-HRTimeline
Perennial Investment Advisors, LLC2,103$227K0.03%+26513F-HRTimeline
Longboard Asset Management, LP2,101$226K0.6%13F-HRTimeline
Redhawk Wealth Advisors, Inc.2,096$226K0.03%+1613F-HRTimeline
Winthrop Advisory Group LLC2,095$226K0.03%+913F-HRTimeline
Moss Adams Wealth Advisors LLC2,095$226K0.02%+29013F-HRTimeline
Auxano Advisors, LLC2,094$226K0.06%+5713F-HRTimeline
WealthTrust Asset Management, LLC2,092$225K0.16%+913F-HRTimeline
bLong Financial, LLC2,084$225K0.18%13F-HRTimeline
GW HENSSLER & ASSOCIATES LTD1,938$223K0.01%013F-HRTimeline
Shilanski & Associates, Inc.2,072$223K0.07%+913F-HRTimeline
STONE RUN CAPITAL, LLC2,071$223K0.09%013F-HRTimeline
O'Dell Group, LLC2,069$223K0.05%+6213F-HRTimeline
Armstrong, Fleming & Moore, Inc2,062$222K0.13%+17313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,060$222K<0.01%new13F-HR/ATimelineGroup
PEDDOCK CAPITAL ADVISORS, LLC2,059$222K0.05%+17513F-HRTimeline
Mechanics Financial Corp2,057$222K0.1%013F-HRTimeline
ABOUND FINANCIAL, LLC2,054$221K0.11%13F-HRTimeline
First Financial Bankshares Inc2,052$221K<0.01%+5613F-HRTimeline
Curran Financial Partners, LLC2,052$221K0.06%new13F-HRTimeline
Salvus Wealth Management, LLC2,048$221K0.14%+3013F-HRTimeline
CYBER HORNET ETFs LLC2,046$220K0.21%+1713F-HRTimeline
OBSIDIAN CIO, LLC2,046$220K0.04%new13F-HRTimeline
Canandaigua National Trust Co of Florida2,044$220K0.17%-8013F-HRTimeline
Peak Planning Group, LLC2,043$220K0.09%-4513F-HRTimeline
Alteri Wealth LLC2,043$220K0.06%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,028$220K0.1%+213F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,041$220K0.06%13F-HRTimeline
TCI Wealth Advisors, Inc.2,040$220K0.02%-713F-HRTimeline
West Branch Capital LLC2,034$219K0.07%013F-HRTimeline
Virtue Capital Management, LLC2,029$219K0.04%-17013F-HRTimeline
Chung Wu Investment Group, LLC2,018$217K0.22%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,016$217K0.04%+13813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.2,015$217K0.12%-24113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…2,020$216K<0.01%+1,95713F-HRTimelineGroup
Bremer Bank National Association2,001$216K0.04%-3313F-HRTimeline
Westover Capital Advisors, LLC2,000$215K0.05%-10013F-HRTimeline
Graver Capital Management, LLC2,000$215K0.23%13F-HRTimeline