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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

2,289 managers (2,330 13F filers) reported a position in DUK shares at 2025-09-30, 532,038,555 shares in all. 161 filers opened a position and 87 filers sold out during the quarter.

Managers
2,289
13F filers
2,330
New
161
Added
1,049
Reduced
756
Sold out
87
Shares held by filers
532,038,555

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC2,797$346K0.02%+813F-HRTimeline
Composition Wealth, LLC2,797$346K0.01%+73113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,794$346K<0.01%-3213F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/2,791$345K0.14%-1,10813F-HRTimelineGroup
SEARLE & CO.2,786$345K0.09%-1,12513F-HRTimeline
Generation Capital Management LLC2,785$345K0.25%013F-HRTimeline
Pine Valley Investments Ltd Liability Co2,777$344K0.02%+55113F-HRTimeline
Clarius Group, LLC2,775$343K0.02%-1,10113F-HRTimeline
Asset Allocation & Management Company, …2,775$343K0.14%013F-HRTimeline
BayBridge Capital Group, LLC2,766$342K0.22%-84513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,763$342K0.11%+88613F-HRTimeline
SkyView Investment Advisors, LLC2,763$342K0.04%+513F-HRTimeline
Carl P. Sherr & Co., LLC2,761$342K0.16%+4013F-HRTimeline
Meadowbrook Wealth Management, LLC2,761$342K0.36%13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,761$341K<0.01%-3,11213F-HRTimelineGroup
Raab & Moskowitz Asset Management LLC2,755$341K0.08%-13913F-HRTimeline
Elmwood Wealth Management, Inc.2,753$341K0.12%+13313F-HRTimeline
Virtue Capital Management, LLC11,809$340K0.05%+9,78413F-HR/ATimeline
CHELSEA COUNSEL CO2,751$340K0.15%+5013F-HRTimeline
Horizon Investment Services, LLC2,740$339K0.13%-2013F-HRTimeline
Clearstead Trust, LLC2,740$339K0.06%013F-HRTimeline
Private Capital Management, LLC2,737$339K0.03%013F-HRTimeline
Indiana Trust & Investment Management Co2,713$336K0.1%-14013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC2,700$334K0.08%013F-HRTimeline
Pflug Koory, LLC2,694$333K0.16%+7913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,692$333K0.02%-33913F-HRTimeline
Sather Financial Group Inc2,686$332K0.02%+9613F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC2,685$332K0.16%-2613F-HRTimeline
Foster Group, Inc.2,678$331K0.01%+10013F-HRTimeline
SpringVest Wealth Management LLC2,674$331K0.24%-1513F-HRTimeline
QUEST INVESTMENT MANAGEMENT LLC2,674$331K0.03%+1113F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.2,672$331K0.04%+1213F-HRTimeline
Pinnacle Bancorp, Inc.2,671$331K0.1%+60213F-HRTimeline
BURNEY CO/2,668$330K0.01%-52413F-HRTimeline
Cravens & Co Advisors, LLC2,662$329K0.22%-2113F-HRTimeline
Pallas Capital Advisors LLC2,656$329K0.01%+6713F-HRTimeline
Terril Brothers, Inc.2,649$328K0.1%new13F-HRTimeline
Oxbow Advisors, LLC2,649$328K0.03%013F-HRTimeline
Allegiance Financial Group Advisory Ser…2,649$328K0.08%-1,32713F-HRTimeline
Strata Wealth Advisors, LLC2,646$327K0.09%+90413F-HRTimeline
Gilman Hill Asset Management, LLC2,645$327K0.05%+75013F-HRTimeline
FLOW TRADERS U.S. LLC2,639$327K0.01%new13F-HRTimeline
Kozak & Associates, Inc.2,611$327K0.06%-4513F-HRTimeline
BURNS J W & CO INC/NY2,641$327K0.04%-5013F-HRTimeline
Invst, LLC2,632$326K0.04%-17613F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…2,632$326K0.07%-13113F-HRTimeline
GreatBanc Trust CO2,629$325K0.22%13F-HRTimeline
William Allan Corp2,627$325K0.18%+71713F-HRTimeline
Rossmore Private Capital2,622$324K0.03%+24513F-HRTimeline
BANYAN CAPITAL MANAGEMENT, INC.2,618$324K0.15%new13F-HRTimeline
Partnership Wealth Management, LLC2,612$323K0.25%013F-HRTimeline
WHITE PINE CAPITAL LLC2,603$322K0.09%+64913F-HRTimeline
EVERPAR ADVISORS LLC2,601$322K0.13%+49613F-HRTimeline
Wealth Quarterback LLC2,601$322K0.12%+1413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.2,600$322K0.01%+9613F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp2,594$321K0.02%-28913F-HRTimelineGroup
RFG - Bristol Wealth Advisors, LLC2,593$321K0.09%-42213F-HRTimeline
Sovran Advisors, LLC2,562$321K0.03%+56513F-HRTimeline
Barnes Wealth Management Group, Inc2,592$321K0.18%+3513F-HRTimeline
Citizens National Bank Trust Department2,592$321K0.06%013F-HRTimeline
Sovereign Financial Group, Inc.2,592$321K0.06%new13F-HRTimeline
J. Team Financial, Inc.2,591$321K0.33%13F-HRTimeline
Capital Advantage, Inc.2,589$320K0.05%013F-HRTimeline
LexAurum Advisors, LLC2,589$320K0.05%+11713F-HRTimeline
PSI Advisors, LLC2,583$320K0.08%+10013F-HRTimeline
Hamilton Point Investment Advisors, LLC2,583$320K0.05%+113F-HRTimeline
F/m Investments LLC2,579$319K0.01%-5113F-HRTimeline
First Nebraska Trust Co2,578$319K0.03%013F-HRTimeline
FORTEM FINANCIAL GROUP, LLC2,576$319K0.09%+7513F-HRTimeline
Royal Capital Wealth Management, LLC2,568$318K0.19%013F-HRTimeline
Capital Management Associates, Inc2,566$318K0.09%new13F-HRTimeline
LCM Capital Management Inc2,558$317K0.15%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,553$316K0.11%+2013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…2,546$315K0.11%013F-HRTimeline
Versant Capital Management, Inc2,540$314K0.04%+5313F-HRTimeline
Hobbs Group Advisors, LLC2,534$314K0.1%-8613F-HRTimeline
Castleview Partners, LLC2,532$313K0.17%+26813F-HRTimeline
Blossom Wealth Management2,530$313K0.51%+8513F-HRTimeline
Intergy Private Wealth, LLC2,519$312K0.1%+33613F-HRTimeline
A4 Wealth Advisors LLC2,515$311K0.26%13F-HRTimeline
Washington Trust Advisors, Inc.2,505$310K0.02%013F-HRTimeline
Schulz Wealth, LTD.2,505$310K0.2%013F-HRTimeline
Family Legacy Financial Solutions, LLC2,503$310K0.24%-4113F-HRTimeline
Maltin Wealth Management, Inc.2,500$309K0.13%013F-HRTimeline
M.E. ALLISON & CO., INC.2,490$308K0.21%-10213F-HRTimeline
L. Roy Papp & Associates, LLP2,490$308K0.03%+25013F-HRTimeline
GRANDFIELD & DODD, LLC2,485$308K0.02%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.2,484$307K0.39%+6213F-HRTimeline
OBSIDIAN CIO, LLC2,482$307K0.04%-6513F-HRTimeline
Peak Planning Group, LLC2,474$306K0.16%-49513F-HRTimeline
Cromwell Holdings LLC2,469$306K0.16%013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd2,469$306K<0.01%+1,57813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
NORTH STAR ASSET MANAGEMENT INC2,467$305K0.01%+313F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,461$305K0.02%+13113F-HRTimelineGroup
FRG Family Wealth Advisors LLC2,450$303K0.05%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…2,448$303K0.05%+213F-HRTimeline
Schonfeld Strategic Advisors LLC2,444$302K<0.01%-4,08513F-HRTimeline
FDx Advisors, Inc.2,428$302K0.09%+3013F-HRTimeline
Tradition Wealth Management, LLC2,438$302K0.02%+3913F-HRTimeline
111 Capital2,436$301K0.06%-36113F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,431$301K0.03%+2513F-HRTimeline
Legacy Capital Wealth Partners, LLC2,424$300K0.07%+23713F-HRTimeline
Red Wave Investments LLC2,423$300K0.09%013F-HRTimeline
Total Clarity Wealth Management, Inc.2,422$300K0.08%+13113F-HRTimeline
Lokken Investment Group LLC2,422$300K0.1%+113F-HRTimeline
REXFORD CAPITAL INC2,418$299K0.23%+6713F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC2,417$299K0.14%+813F-HRTimeline
Diversified Enterprises, LLC2,417$299K0.02%+113F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,385$299K0.2%+11713F-HRTimeline
COZAD ASSET MANAGEMENT INC2,416$299K0.02%013F-HRTimeline
Apriem Advisors2,416$299K0.03%+1613F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.2,415$299K0.19%+1,49613F-HRTimeline
Balefire, LLC2,412$298K0.06%+14713F-HRTimeline
Rothschild Wealth LLC2,409$298K0.06%+2813F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC2,382$295K0.25%+1613F-HRTimeline
Colonial River Investments, LLC2,379$294K0.11%+713F-HRTimeline
First Financial Bankshares Inc2,378$294K0.01%013F-HRTimeline
Gateway Wealth Partners, LLC2,378$294K0.04%+6213F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.2,380$294K0.11%+1513F-HRTimeline
Miller Financial Services LLC2,373$294K0.34%+213F-HRTimeline
Traynor Capital Management, Inc.2,364$293K0.02%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC2,362$292K0.05%+48413F-HRTimeline
CULTIVAR CAPITAL, INC.2,361$292K0.19%+12613F-HRTimeline
Inscription Capital, LLC2,359$292K0.03%+19013F-HRTimeline
Sunpointe, LLC2,355$291K0.11%+713F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,354$291K0.02%new13F-HRTimeline
Litman Gregory Wealth Management LLC2,353$291K0.02%new13F-HRTimeline
Curat Global, LLC2,357$291K0.27%+313F-HRTimeline
Front Row Advisors LLC2,342$290K0.1%013F-HRTimeline
Cornerstone Management, Inc.2,340$290K0.05%+313F-HRTimeline
Cottage Street Advisors LLC2,334$289K0.12%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC2,333$289K0.04%new13F-HRTimeline
Ellis Investment Partners, LLC2,331$289K0.05%-62313F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC2,330$288K0.28%-8313F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.2,329$288K0.02%-6613F-HRTimeline
Alternative Investment Advisors, LLC.2,329$288K0.13%-6813F-HRTimeline
Sivia Capital Partners, LLC2,328$288K0.08%+1213F-HRTimeline
FIRST UNITED BANK & TRUST2,327$288K0.09%013F-HRTimeline
Consolidated Portfolio Review Corp2,312$286K0.04%-213F-HRTimeline
Alhambra Investment Management LLC2,311$286K0.14%+15613F-HRTimeline
Bridge Creek Capital Management LLC2,307$285K0.08%013F-HRTimeline
Koss-Olinger Consulting, LLC2,416$285K0.02%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC2,301$285K0.12%013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.2,297$284K0.16%-7213F-HRTimeline
Nicholson Wealth Management Group, LLC2,291$284K0.17%013F-HRTimeline
Warm Springs Advisors Inc.2,291$284K0.22%013F-HRTimeline
Buttonwood Financial Advisors Inc.2,286$283K0.1%-4013F-HRTimeline
Severin Investments, LLC2,280$282K0.25%+2513F-HRTimeline
Gleason Group, Inc.2,278$282K0.03%+1913F-HRTimeline
Klingman & Associates, LLC2,270$281K0.01%new13F-HRTimeline
Joule Financial, LLC2,269$281K0.08%-12613F-HRTimeline
Slagle Financial, LLC2,269$281K0.1%+1913F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,256$279K0.01%-35513F-HRTimeline
Van Cleef Asset Management,Inc2,249$278K0.03%013F-HRTimeline
Manske Wealth Management2,240$277K0.09%+113F-HRTimeline
Kennebec Savings Bank2,235$277K0.25%-2513F-HRTimeline
City State Bank2,232$276K0.08%+1513F-HRTimeline
M. Kraus & Co2,229$276K0.08%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,224$275K0.09%+713F-HRTimeline
Perennial Investment Advisors, LLC2,223$275K0.02%+8713F-HRTimeline
CHILTON INVESTMENT CO INC.2,219$275K0.01%new13F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …2,218$274K0.15%+28213F-HRTimeline
tru Independence LLC2,207$273K0.07%+18413F-HRTimeline
EWA, LLC2,203$273K0.08%+8213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC2,201$272K0.14%013F-HRTimeline
Joel Adams & Associates, Inc.2,189$271K0.22%013F-HRTimeline
Capital Planning Advisors, LLC2,184$270K0.04%-613F-HRTimeline
Vantage Financial Partners, LLC2,182$270K0.06%-8113F-HRTimeline
Roble, Belko & Company, Inc2,182$270K0.04%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,164$268K0.08%013F-HRTimeline
Obsidian Personal Planning Solutions LLC2,154$268K0.09%013F-HRTimeline
Auxano Advisors, LLC2,152$266K0.06%+313F-HRTimeline
Smithfield Trust Co2,156$266K0.01%-6613F-HRTimeline
Darwin Wealth Management, LLC2,139$265K0.08%+813F-HRTimeline
Hilltop National Bank2,137$264K0.07%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC2,135$264K0.03%+40813F-HRTimeline
RIA Advisory Group LLC2,135$264K0.07%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.2,126$263K0.02%new13F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC2,122$263K0.04%013F-HRTimeline
DGS Capital Management, LLCin group DGS Capital Management, LLC2,118$262K0.05%+33913F-HRTimelineGroup
CYBER HORNET ETFs LLC2,113$261K0.17%+8313F-HRTimeline
Eisler Capital Management Ltd.2,123$261K0.01%+1,77613F-HRTimeline
Provident Wealth Management, LLC2,108$261K0.08%+15013F-HRTimeline
Liberty Capital Management, Inc.2,105$260K0.05%013F-HRTimeline
Longboard Asset Management, LP2,101$260K0.42%013F-HRTimeline
ABOUND FINANCIAL, LLC2,101$260K0.1%+1513F-HRTimeline
Winthrop Advisory Group LLC2,100$260K0.02%-1713F-HRTimeline
OPTIMIZE FINANCIAL INC.2,092$259K0.13%-7713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC2,091$259K0.08%-6913F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC2,090$259K0.17%+16113F-HRTimeline
bLong Financial, LLC2,084$258K0.18%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC2,075$257K0.06%013F-HRTimeline
FINANCIAL CONSULATE, INC2,068$256K0.04%new13F-HRTimeline
PIONEER TRUST BANK N A/OR2,066$256K0.06%013F-HRTimeline
Financial Engines Advisors L.L.C.2,066$256K<0.01%+23813F-HRTimeline
Binnacle Investments Inc2,065$256K0.15%+33213F-HRTimeline
Balance Wealth Partners LLC2,065$256K0.06%+20713F-HRTimeline
Wellspring Financial Advisors, LLC2,057$255K0.02%013F-HRTimeline
Shilanski & Associates, Inc.2,055$254K0.07%+11113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,046$253K0.03%+2913F-HRTimeline