Skip to content
Disclosery

DUK DUKE ENERGY CORP NEW

Follow

COM (common), issuer CIK 1326160

2,233 managers (2,272 13F filers) reported a position in DUK shares at 2025-06-30, 531,873,273 shares in all. 125 filers opened a position and 119 filers sold out during the quarter.

Managers
2,233
13F filers
2,272
New
125
Added
1,031
Reduced
747
Sold out
119
Shares held by filers
531,873,273

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BIP Wealth, LLC2,789$329K0.02%-97313F-HRTimeline
Generation Capital Management LLC2,785$329K0.26%013F-HRTimeline
BXM Wealth LLC2,777$328K0.39%-79413F-HRTimeline
Asset Allocation & Management Company, …2,775$327K0.15%013F-HRTimeline
CONNABLE OFFICE INC2,766$326K0.03%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,763$326K0.07%new13F-HRTimeline
Horizon Investment Services, LLC2,760$326K0.14%+113F-HRTimeline
Clearstead Trust, LLC2,740$323K0.06%-41013F-HRTimeline
Private Capital Management, LLC2,737$323K0.03%013F-HRTimeline
SkyView Investment Advisors, LLC2,758$322K0.05%-213F-HRTimeline
Proficio Capital Partners LLC2,727$322K0.02%+9913F-HRTimeline
BRIGHTON SECURITIES CORP.2,724$321K0.18%-93913F-HRTimeline
Kathmere Capital Management, LLC2,724$321K0.02%+31413F-HRTimeline
Carl P. Sherr & Co., LLC2,721$321K0.16%013F-HRTimeline
D'Orazio & Associates, Inc.2,721$321K0.05%+16413F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,711$320K0.17%+2613F-HRTimeline
GERMAN AMERICAN BANCORP, INC.2,709$320K0.03%new13F-HRTimeline
Bayforest Capital Ltd2,702$319K0.14%-4,64113F-HRTimeline
CHELSEA COUNSEL CO2,701$319K0.16%013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC2,700$319K0.08%-11,10013F-HRTimeline
BURNS J W & CO INC/NY2,691$318K0.04%013F-HRTimeline
SpringVest Wealth Management LLC2,689$317K0.26%-22513F-HRTimeline
Cravens & Co Advisors, LLC2,683$317K0.24%+5613F-HRTimeline
Cooper Financial Group2,681$316K0.04%-4,48813F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC2,663$314K0.03%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.2,660$314K0.04%+1213F-HRTimeline
Everstar Asset Management, LLC2,650$313K0.19%-3,33013F-HRTimeline
Oxbow Advisors, LLC2,649$313K0.03%013F-HRTimeline
Kozak & Associates, Inc.2,656$311K0.06%+1,67513F-HRTimeline
F/m Investments LLC2,630$310K0.01%-1313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.2,603$309K0.21%-2013F-HRTimeline
Elmwood Wealth Management, Inc.2,620$309K0.12%+913F-HRTimeline
Hobbs Group Advisors, LLC2,620$309K0.11%013F-HRTimeline
Pflug Koory, LLC2,615$309K0.16%013F-HRTimeline
Spinnaker Investment Group, LLC2,615$309K0.07%-2313F-HRTimeline
Partnership Wealth Management, LLC2,612$308K0.25%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,611$308K0.02%-46613F-HRTimeline
LEIGH BALDWIN & CO., LLC2,607$308K0.2%new13F-HRTimeline
Citizens National Bank Trust Department2,592$306K0.06%-1513F-HRTimeline
M.E. ALLISON & CO., INC.2,592$306K0.25%+20513F-HRTimeline
Sather Financial Group Inc2,590$306K0.02%new13F-HRTimeline
Capital Advantage, Inc.2,589$306K0.05%+15013F-HRTimeline
Pallas Capital Advisors LLC2,589$305K0.01%-1,42413F-HRTimeline
Capital Advisors Wealth Management, LLC2,588$305K0.05%+6913F-HRTimeline
Wealth Quarterback LLC2,587$305K0.14%+13713F-HRTimeline
Hamilton Point Investment Advisors, LLC2,582$305K0.05%+3113F-HRTimeline
Berry Wealth Group, LP2,581$305K0.21%+35913F-HRTimeline
First Nebraska Trust Co2,578$304K0.03%013F-HRTimeline
Foster Group, Inc.2,578$304K0.01%+7613F-HRTimeline
Royal Capital Wealth Management, LLC2,568$303K0.2%-5013F-HRTimeline
LCM Capital Management Inc2,558$302K0.16%+4213F-HRTimeline
Barnes Wealth Management Group, Inc2,557$302K0.18%new13F-HRTimeline
OBSIDIAN CIO, LLC2,547$301K0.04%+47913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,545$300K0.04%+26713F-HRTimeline
Town & Country Bank & Trust CO dba Firs…2,546$300K0.11%-15613F-HRTimeline
Family Legacy Financial Solutions, LLC2,544$300K0.25%13F-HRTimeline
Beirne Wealth Consulting Services, LLC2,539$300K0.1%+713F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,533$299K0.11%-1213F-HRTimeline
Washington Trust Advisors, Inc.2,505$296K0.02%013F-HRTimeline
Schulz Wealth, LTD.2,505$296K0.22%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,504$296K0.01%+56913F-HRTimelineGroup
FORTEM FINANCIAL GROUP, LLC2,501$295K0.1%new13F-HRTimeline
Maltin Wealth Management, Inc.2,500$295K0.13%013F-HRTimeline
Versant Capital Management, Inc2,487$293K0.04%+3413F-HRTimeline
GRANDFIELD & DODD, LLC2,485$293K0.02%013F-HRTimeline
PSI Advisors, LLC2,483$293K0.14%-41813F-HRTimeline
EntryPoint Capital, LLC2,482$293K0.15%-7213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,413$292K0.33%013F-HRTimeline
Fortis Capital Advisors, LLC2,474$292K0.05%+2613F-HRTimeline
LexAurum Advisors, LLC2,472$292K0.05%-1413F-HRTimeline
Cromwell Holdings LLC2,469$291K0.18%013F-HRTimeline
Lloyd Advisory Services, LLC.2,468$291K0.14%-513F-HRTimeline
Acorns Advisers, LLC2,465$291K<0.01%+68013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,464$291K0.01%+213F-HRTimeline
FRG Family Wealth Advisors LLC2,450$289K0.05%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.2,447$289K<0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Ritter Daniher Financial Advisory LLC /…2,446$289K0.07%-23013F-HRTimeline
Blossom Wealth Management2,445$289K0.51%-29013F-HRTimeline
Red Wave Investments LLC2,423$286K0.09%-5313F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,422$286K0.38%013F-HRTimeline
McLean Asset Management Corp2,441$286K0.08%+4613F-HRTimeline
Lokken Investment Group LLC2,421$286K0.11%-21213F-HRTimeline
COZAD ASSET MANAGEMENT INC2,416$285K0.02%-713F-HR/ATimeline
Diversified Enterprises, LLC2,416$285K0.02%+613F-HRTimeline
Koss-Olinger Consulting, LLC2,416$285K0.02%+313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,414$285K0.1%+61313F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC2,409$284K0.14%+913F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,406$284K0.03%013F-HRTimeline
Apriem Advisors2,400$283K0.03%013F-HRTimeline
Tradition Wealth Management, LLC2,399$283K0.02%+7113F-HRTimeline
Alternative Investment Advisors, LLC.2,397$283K0.14%+17713F-HRTimeline
FDx Advisors, Inc.2,398$283K0.09%-5613F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,395$283K0.02%-7413F-HRTimeline
Joule Financial, LLC2,395$283K0.09%+113F-HRTimeline
WESTBOURNE INVESTMENTS, INC.2,389$282K0.15%new13F-HRTimeline
HORAN Wealth, LLC2,389$282K0.09%13F-HRTimeline
Rothschild Wealth LLC2,381$281K0.07%+10413F-HRTimeline
First Financial Bankshares Inc2,378$281K0.01%+32613F-HRTimeline
Rossmore Private Capital2,377$280K0.03%-21013F-HRTimeline
Colonial River Investments, LLC2,372$280K0.12%-3213F-HRTimeline
Miller Financial Services LLC2,371$280K0.36%-7713F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.2,369$280K0.17%+413F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC2,366$279K0.26%+1713F-HRTimeline
Tyler-Stone Wealth Management2,360$279K0.04%-9513F-HRTimeline
Curat Global, LLC2,354$278K0.27%+31113F-HR/ATimeline
REXFORD CAPITAL INC2,351$277K0.23%13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.2,365$277K0.11%+4113F-HRTimeline
Sunpointe, LLC2,348$277K0.11%+5813F-HRTimeline
Clear Creek Financial Management, LLC2,346$277K0.03%-9513F-HRTimeline
Front Row Advisors LLC2,342$276K0.1%013F-HRTimeline
Scott Marsh Financial, LLC2,340$276K0.1%13F-HRTimeline
Cornerstone Management, Inc.2,337$276K0.05%new13F-HRTimeline
Salvus Wealth Management, LLC2,335$276K0.16%+7113F-HRTimeline
Summit X, LLC2,331$275K0.05%+10013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,330$275K0.02%+20413F-HRTimelineGroup
FIRST UNITED BANK & TRUST2,327$275K0.1%+71013F-HRTimeline
Buttonwood Financial Advisors Inc.2,326$274K0.11%-32713F-HRTimeline
Peoples Bank/KS2,324$274K0.18%-2513F-HRTimeline
Gateway Wealth Partners, LLC2,316$273K0.05%new13F-HRTimeline
Sivia Capital Partners, LLC2,316$273K0.09%-2813F-HR/ATimeline
Consolidated Portfolio Review Corp2,314$273K0.04%-10613F-HRTimeline
Community Financial Services Group, LLC2,312$273K0.05%-50713F-HRTimeline
Bridge Creek Capital Management LLC2,307$272K0.08%013F-HRTimeline
United Advisor Group, LLC2,306$272K0.05%+22613F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,301$272K0.17%013F-HRTimeline
MUFG Securities EMEA plc2,297$271K0.01%new13F-HR/ATimeline
VICTORY FINANCIAL GROUP, LLC2,295$271K0.04%new13F-HRTimeline
Total Clarity Wealth Management, Inc.2,291$270K0.08%new13F-HRTimeline
Nicholson Wealth Management Group, LLC2,291$270K0.17%+16613F-HRTimeline
Warm Springs Advisors Inc.2,291$270K0.23%-41413F-HRTimeline
Hurlow Wealth Management Group, Inc.2,287$270K0.08%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC2,287$270K0.02%+1113F-HRTimeline
Elyxium Wealth, LLC2,280$269K0.1%new13F-HRTimeline
Yelin Lapidot Holdings Management Ltd.in group Yelin Lapidot Holdings Manage…2,280$269K0.05%-13913F-HRTimelineGroup
TrueWealth Advisors, LLC2,266$267K0.08%-1213F-HRTimeline
Balefire, LLC2,265$267K0.06%new13F-HRTimeline
Castleview Partners, LLC2,264$267K0.17%+24813F-HRTimeline
Vantage Financial Partners, LLC2,263$267K0.06%-713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,264$267K<0.01%+59513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kennebec Savings Bank2,260$267K0.26%-12513F-HRTimeline
Gleason Group, Inc.2,259$267K0.03%+2013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC2,256$266K0.01%013F-HRTimelineGroup
Severin Investments, LLC2,255$266K0.25%+1613F-HRTimeline
SANDERS MORRIS HARRIS LLC2,250$266K0.06%013F-HRTimeline
Slagle Financial, LLC2,250$265K0.11%-4413F-HRTimeline
Van Cleef Asset Management,Inc2,249$265K0.03%-40013F-HRTimeline
WRAPMANAGER INC2,245$265K0.06%-3813F-HRTimeline
L. Roy Papp & Associates, LLP2,240$264K0.03%-2613F-HRTimeline
Manske Wealth Management2,239$264K0.09%-913F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,268$264K0.15%013F-HRTimeline
CULTIVAR CAPITAL, INC.2,235$264K0.19%new13F-HRTimeline
M. Kraus & Co2,229$263K0.08%013F-HRTimeline
Smithfield Trust Co2,222$263K0.01%013F-HRTimeline
Pine Valley Investments Ltd Liability Co2,226$263K0.02%+28013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,217$262K0.09%-16513F-HRTimeline
City State Bank2,217$262K0.08%013F-HRTimeline
Bath Savings Trust Co2,209$261K0.03%-7813F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,201$260K0.15%-3613F-HRTimeline
Capital Planning Advisors, LLC2,190$258K0.04%-713F-HRTimeline
Triad Wealth Partners, LLC2,190$258K0.05%-24113F-HRTimeline
Joel Adams & Associates, Inc.2,189$258K0.23%-30013F-HRTimeline
Legacy Capital Wealth Partners, LLC2,187$258K0.06%+7313F-HRTimeline
Intergy Private Wealth, LLC2,183$258K0.09%-4013F-HRTimeline
Roble, Belko & Company, Inc2,182$257K0.04%013F-HRTimeline
Inscription Capital, LLC2,169$256K0.04%new13F-HRTimeline
OPTIMIZE FINANCIAL INC.2,169$256K0.16%-1413F-HRTimeline
MBB PUBLIC MARKETS I LLC2,166$256K0.03%-48513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,164$255K0.08%-10013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,160$255K0.08%-24513F-HRTimeline
Alhambra Investment Management LLC2,155$254K0.13%-11313F-HRTimeline
Obsidian Personal Planning Solutions LLC2,154$254K0.1%013F-HRTimeline
Auxano Advisors, LLC2,149$254K0.06%+3013F-HRTimeline
Canal Capital Management, LLC2,144$253K0.04%+613F-HRTimeline
Hilltop National Bank2,137$252K0.07%13F-HRTimeline
Perennial Investment Advisors, LLC2,136$252K0.02%-9613F-HRTimeline
Darwin Wealth Management, LLC2,131$252K0.09%-8513F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,122$250K0.05%013F-HRTimeline
EWA, LLC2,121$250K0.08%+25513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,118$250K0.02%-4,01313F-HRTimeline
Redhawk Wealth Advisors, Inc.2,118$250K0.03%+413F-HRTimeline
Winthrop Advisory Group LLC2,117$250K0.02%+3413F-HRTimeline
FIRST FINANCIAL CORP /IN/2,117$250K0.11%-18413F-HRTimeline
GeoWealth Management, LLC2,107$249K0.01%+12813F-HRTimeline
Liberty Capital Management, Inc.2,105$248K0.05%+11413F-HRTimeline
EVERPAR ADVISORS LLC2,105$248K0.11%-2413F-HRTimeline
Longboard Asset Management, LP2,101$248K0.62%013F-HRTimeline
ABOUND FINANCIAL, LLC2,086$246K0.11%+1613F-HRTimeline
bLong Financial, LLC2,084$246K0.19%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,075$245K0.06%013F-HRTimeline
Sand Hill Global Advisors, LLC2,074$245K0.01%+40813F-HRTimeline
Pinnacle Bancorp, Inc.2,069$244K0.08%-24813F-HRTimeline
PIONEER TRUST BANK N A/OR2,066$244K0.06%013F-HRTimeline
Composition Wealth, LLC2,066$244K<0.01%+37313F-HRTimeline
Resonant Capital Advisors, LLC2,064$244K0.02%new13F-HRTimeline
Wellspring Financial Advisors, LLC2,057$243K0.02%new13F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC2,045$241K0.01%-1,23313F-HRTimeline
CYBER HORNET ETFs LLC2,030$240K0.17%-1813F-HRTimeline
Clearwater Capital Advisors, LLC2,027$239K0.02%-1,74813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.2,026$239K0.13%-113F-HRTimeline
Van Hulzen Asset Management, LLC2,026$239K0.02%+4513F-HRTimeline