Duke Energy CORP
DUK- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0001326160
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.
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
- 2,258
- +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
- 928 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrity Alliance, LLC. | 4,178 | $509.6K | 0.02% | +4,178 | New |
| Saxony Capital Management, LLC | 4,180 | $509.9K | 0.45% | −13−0.3% | Reduced |
| Trueblood Wealth Management, LLC | 4,212 | $513.8K | 0.24% | −65−1.5% | Reduced |
| Transce3nd, LLC | 4,215 | $513.9K | 0.23% | +150+3.7% | Added |
| Allegheny Financial Group LTD | 4,215 | $514.2K | 0.13% | −32−0.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,248 | $518.1K | 0.36% | +500+13.3% | Added |
| Accurate Wealth Management, LLC | 4,359 | $518.5K | 0.10% | −75−1.7% | Reduced |
| WBH Advisory Inc | 4,264 | $520.1K | 0.05% | −207−4.6% | Reduced |
| New Republic Capital, LLC | 4,285 | $522.7K | 0.23% | +592+16.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,288 | $523.0K | 0.06% | +82+1.9% | Added |
| Sunbelt Securities, Inc. | 4,288 | $523.0K | 0.05% | −408−8.7% | Reduced |
| LVM Capital Management Ltd | 4,294 | $524.0K | 0.06% | −18−0.4% | Reduced |
| Choate Investment Advisors | 4,314 | $526.2K | 0.01% | −674−13.5% | Reduced |
| Tiemann Investment Advisors, LLC | 4,323 | $527.3K | 0.24% | −50−1.1% | Reduced |
| Hodges Capital Management Inc. | 4,373 | $533.0K | 0.05% | −50−1.1% | Reduced |
| McDonough Capital Management, Inc | 4,371 | $533.2K | 0.35% | −191−4.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,375 | $533.6K | 0.35% | +4,375 | New |
| Quantitative Investment Management, LLC | 4,413 | $538.0K | 0.05% | −37,284−89.4% | Reduced |
| AlphaCore Capital LLC | 4,413 | $538.1K | 0.05% | +657+17.5% | Added |
| Joel Isaacson & Co., LLC | 4,428 | $540.1K | 0.02% | +831+23.1% | Added |
| Hancock Whitney Corp | 4,436 | $541.1K | 0.02% | +68+1.6% | Added |
| Verity & Verity, LLC | 4,460 | $544.0K | 0.05% | −1,256−22.0% | Reduced |
| Aprio Wealth Management, LLC | 4,468 | $545.0K | 0.07% | +686+18.1% | Added |
| Hummer Financial Advisory Services Inc | 4,474 | $545.7K | 0.44% | 00.0% | Unchanged |
| Level Wealth Management LLC | 4,477 | $546.0K | 0.36% | −531−10.6% | Reduced |
| Flputnam Investment Management Co | 4,477 | $546.1K | 0.01% | −230−4.9% | Reduced |
| Douglas Lane & Associates, LLC | 4,484 | $546.9K | 0.01% | +736+19.6% | Added |
| Wealthquest Corp | 4,487 | $547.3K | 0.05% | −73−1.6% | Reduced |
| TBH Global Asset Management, LLC | 4,488 | $547.4K | 0.11% | +33+0.7% | Added |
| Argus Investors' Counsel, Inc. | 4,490 | $547.6K | 0.42% | +152+3.5% | Added |
| Strategies Wealth Advisors, LLC | 4,503 | $549.2K | 0.07% | +1,397+45.0% | Added |
| Venturi Wealth Management, LLC | 4,504 | $549.3K | 0.03% | +326+7.8% | Added |
| Salomon & Ludwin, LLC | 4,528 | $552.3K | 0.06% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,528 | $552.3K | 0.27% | +13+0.3% | Added |
| Calton & Associates, Inc. | 4,546 | $554.4K | 0.13% | +4,546 | New |
| Diversify Wealth Management, LLC | 4,559 | $554.8K | 0.04% | −505−10.0% | Reduced |
| Doheny Asset Management | 4,553 | $555.0K | 0.43% | 00.0% | Unchanged |
| Associated Banc-Corp | 4,555 | $555.7K | 0.02% | −293−6.0% | Reduced |
| Citizens Business Bank | 4,563 | $556.5K | 0.12% | +2,898+174.1% | Added |
| D.B. Root & Company, LLC | 4,564 | $556.7K | 0.18% | +9+0.2% | Added |
| Novak & Powell Financial Services, Inc. | 4,578 | $558.3K | 0.35% | +4+0.1% | Added |
| Greatmark Investment Partners, Inc. | 4,591 | $560.0K | 0.08% | +200+4.6% | Added |
| Prairie Sky Financial Group LLC | 4,596 | $560.6K | 0.33% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 4,598 | $560.9K | 0.20% | 00.0% | Unchanged |
| Capital Square, LLC | 4,606 | $561.8K | 0.33% | +308+7.2% | Added |
| Davis R M Inc | 4,610 | $562.3K | 0.01% | −176−3.7% | Reduced |
| Larson Financial Group LLC | 4,640 | $565.9K | 0.03% | −216−4.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,640 | $566.0K | 0.41% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 4,648 | $566.9K | 0.05% | +115+2.5% | Added |
| Americana Partners, LLC | 4,652 | $567.4K | 0.02% | −155−3.2% | Reduced |
| Avidian Wealth Solutions, LLC | 4,656 | $567.9K | 0.03% | +1,103+31.0% | Added |
| MEMBERS Trust Co | 4,660 | $568.4K | 0.02% | +162+3.6% | Added |
| Traphagen Investment Advisors LLC | 4,665 | $569.0K | 0.06% | +23+0.5% | Added |
| Asset Advisors Investment Management, LLC | 4,673 | $570.0K | 0.06% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 4,670 | $570.0K | 0.10% | −2,833−37.8% | Reduced |
| Callan Capital, LLC | 4,676 | $570.3K | 0.04% | +733+18.6% | Added |
| Howard Capital Management Inc. | 4,725 | $576.3K | 0.01% | −532−10.1% | Reduced |
| XML Financial, LLC | 4,731 | $577.0K | 0.05% | −139−2.9% | Reduced |
| Spinnaker Trust | 4,731 | $577.0K | 0.04% | −87−1.8% | Reduced |
| Blue Fin Capital, Inc. | 4,769 | $581.7K | 0.11% | +196+4.3% | Added |
| Trust Point Inc. | 4,770 | $581.8K | 0.05% | −2,450−33.9% | Reduced |
| Walker Asset Management, LLC | 4,778 | $582.7K | 0.35% | −298−5.9% | Reduced |
| Apella Capital, LLC | 5,010 | $582.7K | 0.02% | −47−0.9% | Reduced |
| Northstar Advisory Group, LLC | 4,779 | $582.9K | 0.38% | −250−5.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,795 | $584.8K | 0.05% | −384−7.4% | Reduced |
| Wolff Financial Management LLC | 4,810 | $587.0K | 0.16% | 00.0% | Unchanged |
| Hendershot Investments Inc. | 4,814 | $587.1K | 0.08% | +9+0.2% | Added |
| Firethorn Wealth Partners, LLC | 4,816 | $587.4K | 0.28% | −241−4.8% | Reduced |
| Bard Financial Services, Inc. | 4,855 | $592.2K | 0.07% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 4,865 | $593.4K | 0.07% | −34−0.7% | Reduced |
| Cypress Wealth Services, LLC | 4,866 | $593.6K | 0.12% | −187−3.7% | Reduced |
| Syon Capital LLC | 4,868 | $593.7K | 0.05% | +1,057+27.7% | Added |
| Financial Security Advisor, Inc. | 4,868 | $593.8K | 0.15% | +6+0.1% | Added |
| Novus Advisors, LLC | 4,870 | $594.0K | 0.60% | −113−2.3% | Reduced |
| HHM Wealth Advisors, LLC | 4,870 | $594.0K | 0.08% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 4,869 | $594.0K | 0.27% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,875 | $594.6K | 0.07% | +4,875 | New |
| Costello Asset Management, INC | 4,892 | $596.7K | 0.24% | +433+9.7% | Added |
| Crews Bank & Trust | 4,893 | $596.8K | 0.10% | +25+0.5% | Added |
| Edge Financial Advisors LLC | 4,896 | $597.1K | 0.38% | +43+0.9% | Added |
| Gladstone Institutional Advisory LLC | 4,908 | $598.6K | 0.03% | −1,064−17.8% | Reduced |
| Sierra Summit Advisors LLC | 4,918 | $599.8K | 0.13% | −51−1.0% | Reduced |
| Roberts Glore & Co Inc | 4,930 | $601.3K | 0.18% | +86+1.8% | Added |
| Washington Capital Management Inc | 4,930 | $601.3K | 0.48% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,931 | $601.4K | 0.01% | −808−14.1% | Reduced |
| Hudock, Inc. | 4,944 | $603.0K | 0.11% | +9+0.2% | Added |
| Charter Trust Co | 4,950 | $603.8K | 0.04% | +180+3.8% | Added |
| Destination Wealth Management | 4,985 | $608.0K | 0.02% | +9+0.2% | Added |
| KPP Advisory Services LLC | 4,986 | $608.2K | 0.12% | +760+18.0% | Added |
| NewEdge Wealth, LLC | 4,995 | $609.2K | 0.01% | −958−16.1% | Reduced |
| Corps Capital Advisors, LLC | 5,000 | $609.9K | 0.64% | −1,743−25.8% | Reduced |
| Broyhill Asset Management | 5,003 | $610.2K | 0.50% | 00.0% | Unchanged |
| Roundview Capital LLC | 5,017 | $611.9K | 0.04% | −258−4.9% | Reduced |
| Hudson Value Partners, LLC | 5,040 | $614.7K | 0.23% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,050 | $615.9K | 0.22% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 5,059 | $617.1K | 0.51% | −6−0.1% | Reduced |
| Graypoint LLC | 5,065 | $617.7K | 0.04% | −86−1.7% | Reduced |
| WealthPlan Investment Management, LLC | 5,081 | $619.7K | 0.06% | −29−0.6% | Reduced |
| Catalyst Financial Partners LLC | 5,090 | $620.8K | 0.11% | +88+1.8% | Added |
| Cyndeo Wealth Partners, LLC | 5,110 | $623.3K | 0.04% | −248−4.6% | Reduced |