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Disclosery

DUK DUKE ENERGY CORP NEW

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COM (common), issuer CIK 1326160

Filings received so far for Q3 2026: 125 13F filers report a position in DUK shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Oak Grove Capital LLC278,361$31.7M1.89%+65,75013F-HRTimeline
Mn Services Vermogensbeheer B.V.226,806$25.9M0.19%013F-HRTimeline
CapWealth Advisors, LLC215,220$24.5M1.85%+1,36713F-HRTimeline
Farther Finance Advisors, LLC96,972$11.1M0.08%+20,06713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP81,282$9.27M0.65%+41713F-HRTimelineGroup
SCHAPER BENZ & WISE INVESTMENT COUNSEL …59,651$6.8M0.45%+2,10713F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC49,769$5.67M1.13%+6913F-HRTimeline
Iowa State Bank38,090$4.34M0.73%-4,41113F-HRTimeline
Avidian Wealth Enterprises, LLC32,553$3.71M0.1%+3,67613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST25,922$2.96M0.27%+1,82613F-HRTimeline
GAMMA Investing LLC25,043$2.86M0.1%-61513F-HRTimeline
MFA WEALTH ADVISORS, LLC24,873$2.84M0.48%+19513F-HRTimeline
MassMutual Private Wealth & Trust, FSB22,997$2.62M0.07%-63013F-HRTimeline
Bank & Trust Co22,503$2.57M1.61%-6613F-HRTimeline
Hardin Capital Partners, LLC22,434$2.56M1.25%+58513F-HRTimeline
Wedmont Private Capital18,409$2.15M0.05%+1,19013F-HRTimeline
Ledgewood Wealth Advisors, LLC18,404$2.1M1.16%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.17,002$1.94M0.18%-17913F-HRTimeline
Apella Capital, LLC16,768$1.94M0.02%+1,18313F-HRTimeline
Valeo Financial Advisors, LLC16,699$1.9M0.04%+36513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…15,894$1.81M0.16%-93413F-HRTimelineGroup
O'Keefe Stevens Advisory, Inc.13,678$1.56M0.32%+1,68013F-HRTimeline
PARK NATIONAL CORP /OH/13,673$1.56M0.04%+19013F-HRTimeline
CX Institutional13,592$1.55M0.04%+6,37213F-HRTimeline
Successful Portfolios LLC13,382$1.52M0.7%-2,02513F-HRTimeline
DOLIVER ADVISORS, LP12,674$1.44M0.32%+2613F-HRTimeline
Everhart Financial Group, Inc.11,861$1.35M0.08%-60713F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC11,544$1.32M0.4%-13913F-HRTimeline
Greenfield Savings Bank11,052$1.26M0.48%-10013F-HRTimeline
Roxbury Financial LLC10,720$1.22M0.94%+3713F-HRTimeline
CoreCap Advisors, LLC10,639$1.21M0.03%+1,64513F-HRTimeline
Dickmeyer Boyce Financial Management, I…10,199$1.16M0.6%-25613F-HRTimeline
STABLEFORD CAPITAL II LLC10,158$1.16M0.4%+1,00913F-HRTimeline
Atlas Brown,Inc.9,160$1.04M0.28%-8513F-HRTimeline
Persium Advisors, LLC8,703$992K0.52%+52913F-HRTimeline
Venture Visionary Partners LLC8,305$947K0.02%+1,06113F-HRTimeline
NEVILLE RODIE & SHAW INC7,915$902K0.06%013F-HRTimeline
Monument Capital Management7,674$875K0.18%+53713F-HRTimeline
Violich Capital Management, Inc.7,383$842K0.09%-82513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC7,003$798K0.01%-50113F-HRTimelineGroup
STEPH & CO6,869$783K0.2%+12313F-HRTimeline
EASTERN BANK6,829$779K0.01%+71213F-HRTimeline
Legacy Wealth Asset Management, LLC6,660$759K0.17%+2013F-HRTimeline
TrueWealth Advisors, LLC6,588$751K0.17%+47813F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.6,482$739K0.38%-14113F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…6,453$736K0.53%+86613F-HRTimeline
Bank of New Hampshire6,133$699K0.15%-4613F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…6,112$697K0.06%013F-HRTimelineGroup
DIVERSIFIED MANAGEMENT INC6,092$695K0.12%new13F-HRTimeline
Bill Few Associates, Inc.5,822$664K0.14%+16513F-HRTimeline
SAPIENT CAPITAL LLC5,764$657K0.01%-2613F-HRTimeline
Castleview Partners, LLC5,761$657K0.29%+90913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,673$647K0.04%-60213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION5,495$626K0.05%-8413F-HRTimeline
Douglas Lane & Associates, LLC5,421$618K0.01%-39913F-HRTimeline
Decker Wealth Management LLC5,276$602K0.12%-20013F-HRTimeline
Allen Mooney & Barnes Investment Adviso…4,717$538K0.08%-2513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC4,672$533K0.01%-2313F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.4,448$507K0.39%013F-HRTimeline
Hummer Financial Advisory Services Inc4,274$487K0.32%-20013F-HRTimeline
First Heartland Consultants, Inc.4,270$487K0.03%+95813F-HRTimeline
Investment Partners Asset Management, I…4,185$477K0.26%+713F-HRTimeline
Versant Capital Management, Inc3,990$455K0.04%-35013F-HRTimeline
Beacon Wealthcare LLC3,939$449K0.14%+2,18213F-HRTimeline
Breakwater Capital Group3,937$449K0.05%-10713F-HRTimeline
Meadowbrook Wealth Management, LLC3,911$446K0.47%-52513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,888$443K0.03%+30913F-HRTimeline
Cooper Financial Group3,795$433K0.03%+40313F-HRTimeline
CHAPIN DAVIS, INC.3,651$416K0.08%+20513F-HRTimeline
Grove Bank & Trust3,517$401K0.04%+17513F-HRTimeline
Marotta Asset Management3,266$372K0.06%-19913F-HRTimeline
Financial Symmetry Inc3,266$372K0.12%+32613F-HRTimeline
Exchange Bank3,045$347K0.21%013F-HRTimeline
Rosenberg Matthew Hamilton3,009$343K0.06%-9113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,899$330K0.05%-113F-HRTimeline
First Citizens Financial Corp2,789$318K0.13%013F-HRTimeline
Galvin, Gaustad & Stein, LLC2,656$303K0.02%-7413F-HRTimeline
Heartwood Wealth Advisors LLC2,641$301K0.02%013F-HRTimeline
Gerald Baker Financial Group LLC2,625$299K0.08%013F-HRTimeline
Partnership Wealth Management, LLC2,612$298K0.21%013F-HRTimeline
Shulman DeMeo Asset Management LLC2,556$291K0.06%+1013F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,515$287K0.07%+413F-HRTimeline
Capital Advisors Wealth Management, LLC2,434$278K0.03%-88513F-HRTimeline
YHB Investment Advisors, Inc.2,383$272K0.02%+2613F-HRTimeline
Norman Fields, Gottscho Capital Managem…2,364$270K0.08%-11013F-HRTimeline
CENTRAL BANK & TRUST CO2,253$257K0.04%013F-HRTimeline
M.E. ALLISON & CO., INC.2,175$248K0.14%+213F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX2,118$241K0.05%013F-HRTimeline
Sound Income Strategies, LLC2,028$237K0.01%-69213F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.2,053$234K0.11%-7613F-HR/ATimeline
Legacy Private Trust Co.2,025$231K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC2,010$229K0.06%+7613F-HRTimeline
ROCKLAND TRUST CO1,956$223K0.01%-31613F-HRTimeline
Bullock Wealth Management Group1,875$213K0.09%+413F-HRTimeline
Stokes Capital Advisors, LLC1,805$206K0.05%013F-HRTimeline
Weaver Consulting Group1,799$205K0.04%-713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC1,788$204K0.05%-7013F-HRTimeline
Balefire, LLC1,757$200K0.03%-34013F-HRTimeline
ATWOOD & PALMER INC1,348$154K0.01%013F-HRTimeline
Coastline Trust Co1,266$144K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trust Co1,169$133K0.01%+13513F-HRTimeline
Dakota Community Bank & Trust NA1,026$117K0.34%013F-HRTimeline
Bangor Savings Bank929$106K0.01%-113F-HRTimeline
Byrne Asset Management LLC883$100K0.06%-2513F-HRTimeline
Pacifica Partners Inc.827$94.1K0.03%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.659$75.1K0.01%+28713F-HRTimeline
Planning Strategies Inc.652$74.3K0.04%-113F-HRTimeline
Investors Research Corp600$68.4K0.01%013F-HRTimeline
Horrell Capital Management, Inc.450$51.3K0.03%013F-HRTimeline
FIRST COMMUNITY TRUST NA348$39.7K0.01%013F-HRTimeline
GoalVest Advisory LLC285$32.5K0.01%+8013F-HRTimeline
Olistico Wealth, LLC260$29.7K0.01%013F-HRTimeline
Noble Wealth Management PBC233$26.6K0.01%013F-HRTimeline
Dorato Capital Management216$24.9K0.02%013F-HRTimeline
GK Wealth Management LLC188$21.4K0.01%new13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.171$19.5K<0.01%013F-HRTimelineGroup
Central Pacific Bank - Trust Division140$16K<0.01%013F-HRTimeline
Davis Capital Management126$14.4K0.01%+813F-HRTimeline
ACIMA PRIVATE WEALTH, LLC110$12.5K<0.01%013F-HRTimeline
Polaris Financial Partners106$12K0.01%13F-HRTimeline
General Partner, Inc.101$11.5K0.01%013F-HRTimeline
Aventus Investment Advisors, Inc.100$11.4K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP82$9.35K<0.01%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH66$7.53K<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC28$3.19K<0.01%new13F-HRTimeline