Skip to content
Disclosery

DUK DUKE ENERGY CORP NEW

Follow

COM (common), issuer CIK 1326160

2,220 managers (2,259 13F filers) reported a position in DUK shares at 2025-03-31, 526,663,288 shares in all. 205 filers opened a position and 120 filers sold out during the quarter.

Managers
2,220
13F filers
2,259
New
205
Added
929
Reduced
776
Sold out
120
Shares held by filers
526,663,288

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
GRIFFIN ASSET MANAGEMENT, INC.2,648$323K0.04%+1113F-HRTimeline
F/m Investments LLC2,643$322K0.01%-88113F-HRTimeline
Spinnaker Investment Group, LLC2,638$322K0.07%+113F-HRTimeline
Lokken Investment Group LLC2,633$321K0.14%+8413F-HRTimeline
Proficio Capital Partners LLC2,628$321K0.02%+1313F-HRTimeline
Cravens & Co Advisors, LLC2,627$320K0.25%+313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,623$320K0.24%+3813F-HRTimeline
Hobbs Group Advisors, LLC2,620$320K0.12%-34813F-HRTimeline
Royal Capital Wealth Management, LLC2,618$319K0.22%013F-HRTimeline
Pflug Koory, LLC2,615$319K0.18%-1113F-HRTimeline
Partnership Wealth Management, LLC2,612$319K0.27%013F-HRTimeline
Elmwood Wealth Management, Inc.2,611$318K0.13%-10013F-HRTimeline
Citizens National Bank Trust Department2,607$318K0.07%-17513F-HRTimeline
Rossmore Private Capital2,587$316K0.04%-84413F-HRTimeline
Opal Wealth Advisors, LLC2,578$314K0.1%+41213F-HRTimeline
First Nebraska Trust Co2,578$314K0.03%-1513F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,574$314K<0.01%-2713F-HRTimeline
Centurion Wealth Management LLC2,904$313K0.1%013F-HRTimeline
Indiana Trust & Investment Management Co2,562$312K0.11%+41513F-HRTimeline
D'Orazio & Associates, Inc.2,557$312K0.05%-18913F-HRTimeline
American Money Management, LLC2,556$312K0.06%013F-HRTimeline
EntryPoint Capital, LLC2,554$312K0.14%new13F-HRTimeline
Hamilton Point Investment Advisors, LLC2,551$311K0.06%+5113F-HRTimeline
Riverbend Wealth Management, LLC2,546$311K0.28%+2213F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,545$310K0.13%+1513F-HRTimeline
VestGen Advisors, LLC2,533$309K0.01%13F-HRTimeline
Beirne Wealth Consulting Services, LLC2,532$309K0.11%+713F-HRTimeline
Capital Advisors Wealth Management, LLC2,519$307K0.05%+10413F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC2,517$307K0.08%-3513F-HRTimeline
LCM Capital Management Inc2,516$307K0.18%013F-HRTimeline
Syntegra Private Wealth Group, LLC2,510$306K0.04%+2513F-HRTimeline
Washington Trust Advisors, Inc.2,505$306K0.03%013F-HRTimeline
Schulz Wealth, LTD.2,505$306K0.23%013F-HRTimeline
Eagle Strategies LLC2,504$305K0.05%new13F-HRTimeline
Foster Group, Inc.2,502$305K0.01%+15413F-HRTimeline
SHAYNE & JACOBS, LLC2,500$305K0.08%013F-HRTimeline
Maltin Wealth Management, Inc.2,500$305K0.14%new13F-HRTimeline
Joel Adams & Associates, Inc.2,489$304K0.27%013F-HRTimeline
LexAurum Advisors, LLC2,486$303K0.06%-2613F-HRTimeline
GRANDFIELD & DODD, LLC2,485$303K0.02%013F-HRTimeline
Red Wave Investments LLC2,476$302K0.11%013F-HRTimeline
United Asset Strategies, Inc.2,475$302K0.03%-33213F-HRTimeline
Lloyd Advisory Services, LLC.2,473$302K0.15%-15713F-HRTimeline
Cromwell Holdings LLC2,469$301K0.19%013F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,469$301K0.03%+113F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,462$300K0.01%-15813F-HRTimeline
VeraBank, N.A.2,462$300K0.08%-1213F-HRTimeline
Tyler-Stone Wealth Management2,455$299K0.05%-13513F-HRTimeline
Stanley-Laman Group, Ltd.2,454$299K0.05%+4713F-HRTimeline
Versant Capital Management, Inc2,453$299K0.05%+1,35513F-HRTimeline
FDx Advisors, Inc.2,454$299K0.1%-3113F-HRTimeline
Wealth Quarterback LLC2,450$299K0.17%+1413F-HRTimeline
FRG Family Wealth Advisors LLC2,450$299K0.06%-1013F-HRTimeline
E Fund Management Co., Ltd.2,450$299K0.01%+57713F-HRTimeline
Miller Financial Services LLC2,448$299K0.43%-55513F-HRTimeline
Fortis Capital Advisors, LLC2,448$299K0.06%+28713F-HRTimeline
Clear Creek Financial Management, LLC2,441$298K0.03%+8613F-HRTimeline
Triad Wealth Partners, LLC2,431$296K0.09%+32813F-HRTimeline
COZAD ASSET MANAGEMENT INC2,423$295K0.03%+23313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,422$295K0.45%+2213F-HRTimeline
Consolidated Portfolio Review Corp2,420$295K0.05%+113F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…2,419$295K0.06%-73413F-HRTimelineGroup
Horan Capital Advisors, LLC.2,414$294K0.1%+31013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,413$294K0.33%-13313F-HRTimeline
Koss-Olinger Consulting, LLC2,413$294K0.02%new13F-HRTimeline
Kathmere Capital Management, LLC2,410$294K0.02%new13F-HRTimeline
Diversified Enterprises, LLC2,410$294K0.02%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,406$293K0.03%-10013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,405$293K0.1%-15713F-HRTimeline
Colonial River Investments, LLC2,404$293K0.16%-8313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC2,400$293K0.16%+713F-HRTimeline
Apriem Advisors2,400$293K0.03%013F-HRTimeline
Revere Asset Management, Inc2,400$293K0.32%-89013F-HRTimeline
Allegiance Financial Group Advisory Ser…2,397$292K0.09%new13F-HRTimeline
Joule Financial, LLC2,394$292K0.1%+5013F-HRTimeline
M.E. ALLISON & CO., INC.2,387$291K0.29%+213F-HRTimeline
CPC Advisors, LLC2,387$291K0.04%-36813F-HRTimeline
Kennebec Savings Bank2,385$291K0.31%-1,13613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,382$291K0.11%-29413F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.2,365$288K0.19%+413F-HRTimeline
PATRON PARTNERS, LLC2,357$287K0.16%013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC2,349$287K0.29%-32113F-HRTimeline
Peoples Bank/KS2,349$287K0.19%-41613F-HRTimeline
Sivia Capital Partners, LLC2,344$286K0.13%+9113F-HRTimeline
Front Row Advisors LLC2,342$286K0.11%-96813F-HRTimeline
Tradition Wealth Management, LLC2,328$284K0.02%-913F-HRTimeline
Pettinga Financial Advisors LLC2,317$283K0.07%013F-HRTimeline
Pinnacle Bancorp, Inc.2,317$283K0.09%+2513F-HRTimeline
Abel Hall, LLC2,308$282K0.17%new13F-HRTimeline
Bridge Creek Capital Management LLC2,307$281K0.09%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,307$281K0.13%-56713F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,301$281K0.19%+3113F-HRTimeline
FIRST FINANCIAL CORP /IN/2,301$281K0.14%-22013F-HRTimeline
Virtue Capital Management, LLC2,298$280K0.03%+26913F-HRTimeline
Slagle Financial, LLC2,294$280K0.12%-30913F-HRTimeline
Sunpointe, LLC2,290$279K0.15%+1313F-HRTimeline
Hurlow Wealth Management Group, Inc.2,287$279K0.09%+213F-HRTimeline
Bath Savings Trust Co2,287$279K0.03%+2513F-HRTimeline
WRAPMANAGER INC2,283$278K0.07%-19313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,278$278K0.05%+11213F-HRTimeline
TrueWealth Advisors, LLC2,278$278K0.09%-1513F-HRTimeline
Rothschild Wealth LLC2,277$278K0.08%-14213F-HRTimeline
McLean Asset Management Corp2,395$278K0.09%-18613F-HRTimeline
1900 WEALTH MANAGEMENT LLC2,276$278K0.02%+113F-HRTimeline
Vantage Financial Partners, LLC2,270$277K0.07%-1913F-HRTimeline
Alhambra Investment Management LLC2,268$277K0.14%+9013F-HRTimeline
L. Roy Papp & Associates, LLP2,266$276K0.03%013F-HRTimeline
Salvus Wealth Management, LLC2,264$276K0.17%+21613F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,264$276K0.1%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,256$275K0.01%+42713F-HRTimelineGroup
SANDERS MORRIS HARRIS LLC2,250$274K0.04%013F-HRTimeline
Manske Wealth Management2,248$274K0.1%+10213F-HRTimeline
Severin Investments, LLC2,239$273K0.27%+10913F-HRTimeline
Gleason Group, Inc.2,239$273K0.05%-15713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,237$273K0.16%-1113F-HRTimeline
Peak Planning Group, LLC2,235$273K0.11%+19213F-HRTimeline
Perennial Investment Advisors, LLC2,232$272K0.03%+12913F-HRTimeline
Summit X, LLC2,231$272K0.06%-2713F-HRTimeline
M. Kraus & Co2,229$272K0.08%013F-HRTimeline
Intergy Private Wealth, LLC2,223$271K0.1%+11013F-HRTimeline
Berry Wealth Group, LP2,222$271K0.21%new13F-HRTimeline
Alternative Investment Advisors, LLC.2,220$271K0.14%+713F-HRTimeline
City State Bank2,217$270K0.09%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.2,324$270K0.12%+1413F-HRTimeline
Smithfield Trust Co2,222$270K0.01%-38513F-HRTimeline
Legacy Private Trust Co.2,200$268K0.02%new13F-HRTimeline
Capital Planning Advisors, LLC2,197$268K0.04%+1313F-HRTimeline
OPTIMIZE FINANCIAL INC.2,183$266K0.19%new13F-HR/ATimeline
Roble, Belko & Company, Inc2,182$266K0.04%013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,268$265K0.18%-67813F-HRTimeline
Obsidian Personal Planning Solutions LLC2,154$263K0.12%013F-HRTimeline
Capital Advantage, Inc.2,439$263K0.05%013F-HRTimeline
Canal Capital Management, LLC2,138$261K0.04%-4,44213F-HRTimeline
EVERPAR ADVISORS LLC2,129$260K0.14%new13F-HRTimeline
Curat Global, LLC2,043$260K0.32%13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,126$259K0.02%+16213F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC2,125$259K0.03%+26813F-HRTimeline
Nicholson Wealth Management Group, LLC2,125$259K0.17%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,122$259K0.05%-613F-HRTimeline
Auxano Advisors, LLC2,119$258K0.07%+2513F-HRTimeline
Legacy Capital Wealth Partners, LLC2,114$258K0.06%+11913F-HRTimeline
Redhawk Wealth Advisors, Inc.2,114$258K0.03%+1813F-HRTimeline
PRING TURNER CAPITAL GROUP INC2,107$257K0.16%+17313F-HRTimeline
Penobscot Investment Management Company…2,106$257K0.02%new13F-HRTimeline
RTD Financial Advisors, Inc.2,102$256K0.03%new13F-HRTimeline
Longboard Asset Management, LP2,101$256K0.75%013F-HRTimeline
WealthTrust Asset Management, LLC2,100$256K0.19%+813F-HRTimeline
Heritage Trust Co2,097$256K0.03%-37213F-HRTimeline
bLong Financial, LLC2,084$254K0.23%013F-HRTimeline
Winthrop Advisory Group LLC2,083$254K0.03%-1213F-HRTimeline
United Advisor Group, LLC2,080$254K0.05%-1,09113F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,075$253K0.06%+1613F-HRTimeline
STONE RUN CAPITAL, LLC2,071$253K0.11%013F-HRTimeline
ABOUND FINANCIAL, LLC2,070$252K0.13%+1613F-HRTimeline
OBSIDIAN CIO, LLC2,068$252K0.04%+2213F-HRTimeline
PIONEER TRUST BANK N A/OR2,066$252K0.07%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,062$251K<0.01%+213F-HRTimelineGroup
Mechanics Financial Corp2,057$251K0.11%013F-HRTimeline
Shilanski & Associates, Inc.2,056$251K0.08%-1613F-HRTimeline
First Financial Bankshares Inc2,052$250K0.01%013F-HRTimeline
LETKO, BROSSEAU & ASSOCIATES INC2,050$250K0.01%-2,05013F-HRTimeline
CYBER HORNET ETFs LLC2,048$250K0.25%+213F-HRTimeline
Global Assets Advisory, LLC2,138$249K0.05%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC2,041$249K0.07%013F-HRTimeline
Stokes Family Office, LLC2,039$249K0.03%-27313F-HRTimeline
Towne Trust Company, N.A2,030$248K0.09%+94813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.2,027$247K0.14%+1213F-HRTimeline
Taylor Financial Group, Inc.2,019$246K0.17%new13F-HRTimeline
Chung Wu Investment Group, LLC2,018$246K0.29%013F-HRTimeline
Castleview Partners, LLC2,016$246K0.17%-13813F-HRTimeline
ATLANTIC FAMILY WEALTH, LLC2,015$246K0.23%+12413F-HRTimeline
Mill Creek Capital Advisors, LLC2,007$245K0.01%new13F-HRTimeline
Semus Wealth Partners LLC2,004$244K0.17%+1613F-HRTimeline
Philip James Wealth Mangement, LLC2,004$244K0.03%-17813F-HRTimeline
Bremer Bank National Association2,001$244K0.04%013F-HRTimeline
Westover Capital Advisors, LLC2,000$244K0.05%013F-HRTimeline
Graver Capital Management, LLC2,000$244K0.25%013F-HRTimeline
LAWSON KROEKER INVESTMENT MANAGEMENT IN…1,991$243K0.04%013F-HRTimeline
Liberty Capital Management, Inc.1,991$243K0.05%new13F-HRTimeline
Uniting Wealth Partners, LLC1,984$242K0.12%+413F-HRTimeline
SFMG, LLC1,981$242K0.02%+1613F-HRTimeline
Van Hulzen Asset Management, LLC1,981$242K0.02%-213F-HRTimeline
Charter Oak Capital Management, LLC1,980$242K0.02%+1813F-HRTimeline
GeoWealth Management, LLC1,979$241K0.01%-28913F-HRTimeline
West Branch Capital LLC1,978$241K0.08%-5613F-HRTimeline
Aventura Private Wealth, LLC1,975$241K0.13%+1413F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,968$240K0.07%+3613F-HRTimeline
Provident Wealth Management, LLC1,958$239K0.08%013F-HRTimeline
Darwin Wealth Management, LLC2,216$239K0.08%013F-HRTimeline
Meridian Financial Advisors, LLC1,956$239K0.17%013F-HRTimeline
Plato Investment Management Ltd1,935$239K0.02%013F-HRTimeline
Rappaport Reiches Capital Management, L…1,953$238K0.06%new13F-HRTimeline
tru Independence LLC1,952$238K0.07%+2013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,955$238K0.11%-7313F-HRTimeline
Pine Valley Investments Ltd Liability Co1,946$237K0.02%+4113F-HRTimeline
Second Half Financial Partners, LLC1,942$237K0.12%-3013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,939$236K0.18%+113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.1,935$236K0.01%-21313F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC1,933$236K0.05%-8313F-HR/ATimeline
Greenline Partners, LLC1,928$235K0.04%+2813F-HRTimeline