Public ownership evidence

Duke Energy Corporation (DUK) Ownership Disclosures

Read DUK insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-08T20:41:28.000Z

Recent Form 4 activity

2026-10-082026-10-06Kesner Idalene FayA303Not reported
2026-09-302026-09-28Mullen Joyce AA1,066Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Alternative Investment Advisors, LLC.2026-06-302026-09-011,668$211,230None
Cornerstone Financial Management LLC2026-06-302026-08-29234$29,620None
Cornerstone Financial Management LLC2026-03-312026-08-29312$40,853None
Cornerstone Financial Management LLC2025-12-312026-08-29239$28,013None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2968,998$8,415,757None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2938,104$4,647,440Call
Advisors Asset Management, Inc.2021-12-312026-08-2837,579$3,942,037None
Advisors Asset Management, Inc.2022-12-312026-08-2844,783$4,612,201None
Advisors Asset Management, Inc.2020-06-302026-08-2870,885$5,663,003None
Advisors Asset Management, Inc.2022-06-302026-08-2836,619$3,926,000None
Advisors Asset Management, Inc.2021-09-302026-08-2838,274$3,735,000None
Corient Private Wealth LP2026-06-302026-08-2815,831$2,004,025None
Corient Private Wealth LP2026-06-302026-08-28287,615$36,406,438None
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co2026-06-302026-08-283,458$431,152None
BOSTON RESEARCH & MANAGEMENT INC2025-12-312026-08-2845,407$5,322,155None
HORAN Wealth, LLC2026-06-302026-08-277,531$953,319None
Principia Wealth Advisory, LLC2026-06-302026-08-2758$7,342None
Principia Wealth Advisory, LLC2026-03-312026-08-2746$6,023None
Schulz Wealth, LTD.2026-06-302026-08-272,505$317,083None
Advisors Asset Management, Inc.2024-03-312026-08-2735,340$3,417,731None
Advisors Asset Management, Inc.2025-03-312026-08-2742,946$5,238,124None
Advisors Asset Management, Inc.2022-09-302026-08-2738,496$3,581,000None
Advisors Asset Management, Inc.2020-12-312026-08-2767,336$6,165,000None
Advisors Asset Management, Inc.2022-03-312026-08-2736,472$4,072,464None
Advisors Asset Management, Inc.2023-06-302026-08-2745,198$4,056,069None
Advisors Asset Management, Inc.2023-09-302026-08-2742,145$3,719,718None
Advisors Asset Management, Inc.2023-03-312026-08-2746,464$4,482,382None
Advisors Asset Management, Inc.2021-03-312026-08-2744,461$4,291,820None
Advisors Asset Management, Inc.2021-06-302026-08-2738,679$3,818,000None
Advisors Asset Management, Inc.2020-09-302026-08-2768,969$6,107,895None
Advisors Asset Management, Inc.2025-09-302026-08-2742,829$5,300,089None
Advisors Asset Management, Inc.2023-12-312026-08-2738,206$3,707,510None
WILLIAM JOHN SEMPOLINSKI2026-03-312026-08-272,020$264,499None
WILLIAM JOHN SEMPOLINSKI2025-12-312026-08-271,780$208,634None
Dakota Wealth Management2025-09-302026-08-2716,534$2,046,048None
Dakota Wealth Management2025-12-312026-08-2713,552$1,588,430None
Dakota Wealth Management2026-03-312026-08-2713,981$1,830,701None
BOSTON RESEARCH & MANAGEMENT INC2026-03-312026-08-2745,712$5,985,530None
Advus Financial Partners, LLC2026-06-302026-08-261,942$245,859None
Advus Financial Partners, LLC2026-03-312026-08-261,879$246,085None
Advus Financial Partners, LLC2025-12-312026-08-262,129$249,485None
Advus Financial Partners, LLC2025-09-302026-08-262,336$289,081None
Advus Financial Partners, LLC2025-06-302026-08-262,379$280,768None
Advus Financial Partners, LLC2025-03-312026-08-262,665$324,995None
Advus Financial Partners, LLC2024-12-312026-08-262,437$262,528None
Advus Financial Partners, LLC2024-09-302026-08-262,426$279,694None
Advus Financial Partners, LLC2024-06-302026-08-262,503$250,872None
Advus Financial Partners, LLC2024-03-312026-08-262,548$246,429None
Advus Financial Partners, LLC2023-12-312026-08-262,455$238,203None
Advus Financial Partners, LLC2022-06-302026-08-262,036$218,302None

90-day public filing window, up to 50 source positions.

Alternative Investment Advisors, LLC. ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

Ro Khanna2026-10-082026-09-25purchase$1,001 - $15,000

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.