Duke Energy CORP

DUK

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0001326160

SEC filings (opens in a new tab)

No open-market purchases or sales by Duke Energy CORP insiders were filed in the last 90 days; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.

Other share classesDUKB DUKU DUK.PA

13F holders, Q1 2025

Institutional positions in Duke Energy CORP as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders: 2,259; +108 vs. Q4 2024
Shares held: 526.6M; +21.0M (+4.2%) vs. Q4 2024
Total value: $64.2B; +$9.74B (+17.9%) vs. Q4 2024
New holders: 229; 929 more added
Sold out: 121; 775 more reduced

42 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting DUK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 2,259 institutions

Value heldQ1 2025: $64.2B

Institutions holding DUK and their total value by quarter
Quarter	Holders	Value
Q2 2026	2,492	$68.9B
Q1 2026	2,485	$70.8B
Q4 2025	2,400	$62.9B
Q3 2025	2,332	$65.9B
Q2 2025	2,271	$62.7B
Q1 2025	2,259	$64.2B
Q4 2024	2,193	$55.0B
Q3 2024	2,065	$58.7B
Q2 2024	1,969	$50.5B
Q1 2024	1,905	$48.4B
Q4 2023	1,899	$48.7B
Q3 2023	1,779	$43.9B
Q2 2023	1,798	$44.1B
Q1 2023	1,807	$47.3B
Q4 2022	1,822	$50.9B
Q3 2022	1,747	$45.4B
Q2 2022	1,798	$52.3B
Q1 2022	1,834	$53.7B
Q4 2021	1,781	$50.4B
Q3 2021	1,630	$46.6B
Q2 2021	1,644	$47.6B
Q1 2021	1,632	$46.6B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q4 2024.

Institutions holding DUK in Q1 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Meeder Asset Management Inc	1	$122	0.00%	−384−99.7%	Reduced
Brown, Lisle/Cummings, Inc.	1	$122	0.00%	+1	New
Bellwether Advisors, LLC	1	$122	0.00%	+1	New
Legacy Bridge, LLC	1	$174	0.00%	+1	New
HFM Investment Advisors, LLC	3	$366	0.00%	+3	New
Y.D. More Investments Ltd	1,231	$404	0.00%	−51−4.0%	Reduced
Bare Financial Services, Inc	4	$488	0.00%	+4	New
Ridgewood Investments LLC	5	$610	0.00%	−20−80.0%	Reduced
HighMark Wealth Management LLC	5	$610	0.00%	00.0%	Unchanged
Caitong International Asset Management Co., Ltd	7	$854	0.00%	−579−98.8%	Reduced
Blume Capital Management, Inc.	7	$854	0.00%	+7	New
Picton Mahoney Asset Management	10	$1.00K	0.00%	−4,992−99.8%	Reduced
Valued Wealth Advisors LLC	9	$1.11K	0.00%	00.0%	Unchanged
Strengthening Families & Communities, LLC	10	$1.22K	0.00%	00.0%	Unchanged
Osterweis Capital Management Inc	10	$1.22K	0.00%	+10	New
Anfield Capital Management, LLC	12	$1.46K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	13	$1.58K	0.00%	+13	New
Trifecta Capital Advisors, LLC	13	$1.59K	0.00%	00.0%	Unchanged
ROSS\JOHNSON & Associates LLC	15	$1.83K	0.03%	+15	New
Mountain Hill Investment Partners Corp.	15	$1.84K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	16	$1.95K	0.00%	+1+6.7%	Added
North Capital, Inc.	16	$1.95K	0.00%	+16	New
Transamerica Financial Advisors, Inc.	12	$2.00K	0.00%	−1−7.7%	Reduced
South Plains Financial, Inc.	19	$2.32K	0.00%	−130−87.2%	Reduced
Guardian Wealth Management, Inc.	21	$2.58K	0.00%	00.0%	Unchanged
Creekmur Asset Management LLC	22	$2.68K	0.00%	−16−42.1%	Reduced
Garde Capital, Inc.	23	$2.81K	0.00%	+23	New
Investment Management Corp	24	$2.93K	0.00%	00.0%	Unchanged
Winnow Wealth LLC	25	$2.95K	0.00%	+9+56.3%	Added
Community Bank, N.A.	27	$3.29K	0.00%	00.0%	Unchanged
Eukles Asset Management	28	$3.42K	0.00%	00.0%	Unchanged
Uniplan Investment Counsel, Inc.	32	$3.96K	0.00%	+32	New
Principia Wealth Advisory, LLC	35	$4.07K	0.00%	+12+52.2%	Added
Synergy Investment Management, LLC	34	$4.15K	0.00%	00.0%	Unchanged
Consultiva Wealth Management, Corp.	34	$4.15K	0.01%	00.0%	Unchanged
Bernard Wealth Management Corp.	37	$4.51K	0.00%	+37	New
Clark Wealth Partners	39	$4.76K	0.00%	+39	New
Stone House Investment Management, LLC	45	$5.49K	0.00%	+45	New
Iron Horse Wealth Management, LLC	49	$5.98K	0.00%	+49	New
Ameliora Wealth Management Ltd.	50	$6.10K	0.00%	00.0%	Unchanged
Minot DeBlois Advisors LLC	50	$6.10K	0.01%	00.0%	Unchanged
Granite FO LLC	50	$6.10K	0.00%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	50	$6.10K	0.00%	+50	New
Robinswood Financial LLC	53	$6.58K	0.00%	00.0%	Unchanged
Marshall & Sterling Wealth Advisors Inc.	61	$7.44K	0.01%	+61	New
Parkworth Wealth Management, Inc.	61	$7.45K	0.01%	−200−76.6%	Reduced
Carolina Wealth Advisors, LLC	63	$7.68K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	63	$7.68K	0.00%	00.0%	Unchanged
MRP Capital Investments, LLC	63	$7.68K	0.01%	00.0%	Unchanged
Evolution Advisers, Inc.	71	$8.00K	0.00%	+27+61.4%	Added
DiNuzzo Private Wealth, Inc.	66	$8.05K	0.00%	−15−18.5%	Reduced
Halbert Hargrove Global Advisors, LLC	67	$8.17K	0.00%	+67	New
USAdvisors Wealth Management, LLC	10,000	$9.00K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	79	$9.64K	0.00%	−209−72.6%	Reduced
Ogorek Anthony Joseph	89	$10.0K	0.00%	+89	New
Accredited Wealth Management, LLC	84	$10.2K	0.01%	+84	New
True Wealth Design, LLC	86	$10.5K	0.00%	+58+207.1%	Added
Davis Capital Management	91	$11.1K	0.01%	00.0%	Unchanged
WealthCollab, LLC	92	$11.2K	0.01%	+63+217.2%	Added
Beutel, Goodman & Co Ltd.	100	$12.0K	0.00%	+100	New
Lavaca Capital LLC	100	$12.2K	0.01%	00.0%	Unchanged
Miller Wealth Advisors, LLC	100	$12.2K	0.01%	00.0%	Unchanged
Graney & King, LLC	100	$12.2K	0.01%	00.0%	Unchanged
General Partner, Inc.	101	$12.3K	0.01%	00.0%	Unchanged
Comprehensive Financial Planning, Inc.	104	$12.7K	0.01%	00.0%	Unchanged
West Financial Advisors, LLC	108	$13.2K	0.00%	00.0%	Unchanged
Red Tortoise LLC	109	$13.3K	0.01%	00.0%	Unchanged
Highline Wealth Partners LLC	111	$13.5K	0.00%	+88+382.6%	Added
Accordant Advisory Group Inc	112	$13.7K	0.01%	00.0%	Unchanged
Raffa Wealth Management, LLC	114	$13.9K	0.00%	00.0%	Unchanged
Promus Capital, LLC	117	$14.3K	0.01%	00.0%	Unchanged
High Note Wealth, LLC	121	$14.8K	0.00%	00.0%	Unchanged
Wood Tarver Financial Group, LLC	122	$14.9K	0.00%	00.0%	Unchanged
ESL Trust Services, LLC	131	$16.0K	0.00%	00.0%	Unchanged
SWAN Capital LLC	134	$16.3K	0.01%	00.0%	Unchanged
Sofos Investments, Inc.	134	$16.3K	0.00%	+134	New
Core Alternative Capital	136	$16.6K	0.00%	−114−45.6%	Reduced
Frazier Financial Advisors, LLC	137	$16.7K	0.01%	00.0%	Unchanged
Cornerstone Planning Group LLC	144	$17.5K	0.00%	+27+23.1%	Added
Ramirez Asset Management, Inc.	144	$17.6K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	148	$18.1K	0.01%	00.0%	Unchanged
Compass Financial Services Inc	150	$18.3K	0.01%	+150	New
Harvest Fund Management Co., Ltd	153	$19.0K	0.00%	+93+155.0%	Added
S&T Bank	158	$19.3K	0.01%	+25+18.8%	Added
Leonteq Securities AG	160	$19.4K	0.00%	−3,272−95.3%	Reduced
Mascoma Wealth Management LLC	162	$19.8K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	165	$20.1K	0.01%	00.0%	Unchanged
Signature Resources Capital Management, LLC	166	$20.2K	0.02%	00.0%	Unchanged
Proathlete Wealth Management LLC	168	$20.5K	0.01%	+168	New
Eisler Capital Management Ltd.	169	$20.6K	0.00%	−5,372−97.0%	Reduced
Briaud Financial Planning, Inc	175	$21.0K	0.01%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	175	$21.3K	0.01%	00.0%	Unchanged
Accent Capital Management, LLC	175	$21.3K	0.01%	+175	New
American Capital Advisory, LLC	180	$22.0K	0.01%	+14+8.4%	Added
Dunhill Financial, LLC	180	$22.0K	0.01%	−15−7.7%	Reduced
Financial Connections Group, Inc.	187	$22.0K	0.01%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	183	$22.3K	0.01%	00.0%	Unchanged
1 North Wealth Services LLC	183	$22.3K	0.01%	+183	New
MPWM Advisory Solutions, LLC	187	$22.8K	0.02%	00.0%	Unchanged
Putney Financial Group LLC	188	$22.9K	0.02%	00.0%	Unchanged