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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Polymer Capital Management (US) LLC | 5,121 | $624.6K | 0.19% | +5,121 | New |
| Verus Capital Partners, LLC | 5,122 | $624.7K | 0.06% | +2,332+83.6% | Added |
| Tyche Wealth Partners LLC | 5,133 | $626.1K | 0.14% | +315+6.5% | Added |
| JFS Wealth Advisors, LLC | 5,140 | $626.9K | 0.04% | −16−0.3% | Reduced |
| Waterloo Capital, L.P. | 5,143 | $627.3K | 0.06% | +915+21.6% | Added |
| Crewe Advisors LLC | 5,144 | $627.4K | 0.09% | +34+0.7% | Added |
| Cordatus Wealth Management LLC | 5,160 | $629.0K | 0.17% | +311+6.4% | Added |
| Grant Private Wealth Management Inc | 5,355 | $629.5K | 0.68% | +2,808+110.2% | Added |
| Centaurus Financial, Inc. | 5,168 | $630.0K | 0.04% | −241−4.5% | Reduced |
| CVA Family Office, LLC | 5,184 | $632.3K | 0.10% | +149+3.0% | Added |
| MBA Advisors LLC | 5,199 | $634.1K | 0.31% | +335+6.9% | Added |
| McKinley Carter Wealth Services, Inc. | 5,203 | $634.6K | 0.04% | +440+9.2% | Added |
| St. Louis Trust Co | 5,207 | $635.1K | 0.09% | +1,874+56.2% | Added |
| PBMares Wealth Management LLC | 5,219 | $636.5K | 0.13% | +333+6.8% | Added |
| Cobblestone Capital Advisors LLC | 5,219 | $636.6K | 0.03% | −1,000−16.1% | Reduced |
| Simon Quick Advisors, LLC | 5,234 | $638.4K | 0.04% | +1,589+43.6% | Added |
| Apexium Financial, LP | 5,238 | $638.8K | 0.04% | −105−2.0% | Reduced |
| GSB Wealth Management, LLC | 5,238 | $638.8K | 0.17% | −94−1.8% | Reduced |
| Nwam LLC | 5,261 | $641.7K | 0.06% | −9−0.2% | Reduced |
| Sonora Investment Management Group, LLC | 5,266 | $642.3K | 0.05% | +531+11.2% | Added |
| Quest 10 Wealth Builders, Inc. | 5,301 | $646.6K | 0.69% | −147−2.7% | Reduced |
| BCGM Wealth Management, LLC | 5,319 | $648.8K | 0.20% | −323−5.7% | Reduced |
| Wilkins Investment Counsel Inc | 5,335 | $650.7K | 0.09% | −230−4.1% | Reduced |
| Probity Advisors, Inc. | 5,352 | $652.8K | 0.13% | +141+2.7% | Added |
| Tudor Financial Inc. | 5,359 | $653.7K | 0.39% | −28−0.5% | Reduced |
| TFG Advisers LLC | 5,362 | $654.0K | 0.24% | +514+10.6% | Added |
| RB Capital Management, LLC | 5,374 | $655.5K | 0.16% | −80−1.5% | Reduced |
| First Financial Bank - Trust Division | 5,377 | $655.8K | 0.06% | −240−4.3% | Reduced |
| Agate Pass Investment Management, LLC | 5,397 | $658.3K | 0.28% | −136−2.5% | Reduced |
| Crestwood Advisors Group LLC | 5,403 | $659.1K | 0.01% | +24+0.4% | Added |
| Transform Wealth, LLC | 5,426 | $661.8K | 0.04% | −342−5.9% | Reduced |
| Trilogy Capital Inc. | 5,438 | $663.3K | 0.03% | +43+0.8% | Added |
| Finivi Inc. | 5,439 | $663.4K | 0.53% | +62+1.2% | Added |
| Register Financial Advisors LLC | 5,461 | $666.1K | 0.35% | +20.0% | Added |
| Nomura Holdings Inc | 5,470 | $667.2K | 0.00% | −26,984−83.1% | Reduced |
| Intrua Financial, LLC | 5,474 | $667.6K | 0.10% | +411+8.1% | Added |
| Retirement Planning Co of New England, Inc. | 5,490 | $669.7K | 0.34% | +91+1.7% | Added |
| Capital Analysts, LLC | 5,502 | $671.0K | 0.03% | −181−3.2% | Reduced |
| Nations Financial Group Inc, | 5,529 | $674.5K | 0.05% | −106−1.9% | Reduced |
| Palogic Value Management, L.P. | 5,537 | $675.3K | 0.30% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 5,543 | $676.1K | 0.02% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 5,548 | $676.7K | 0.03% | +5,548 | New |
| Inspire Advisors, LLC | 5,549 | $676.8K | 0.08% | +5,549 | New |
| Busey Wealth Management | 5,565 | $678.8K | 0.02% | +421+8.2% | Added |
| Vista Investment Partners II, LLC | 5,567 | $679.0K | 0.38% | +1,227+28.3% | Added |
| First Financial Group Corp | 5,587 | $681.5K | 0.77% | +248+4.6% | Added |
| Investment Advisory Services Inc | 5,589 | $681.7K | 0.25% | −45−0.8% | Reduced |
| E&G Advisors, LP | 5,600 | $683.0K | 0.19% | −100−1.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 5,626 | $686.2K | 0.15% | +44+0.8% | Added |
| Wellington Shields & Co., LLC | 5,631 | $686.8K | 0.21% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,631 | $686.8K | 0.08% | −49−0.9% | Reduced |
| Armstrong Advisory Group, Inc | 6,398 | $689.3K | 0.06% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 5,676 | $692.3K | 0.58% | 00.0% | Unchanged |
| Oak Hill Wealth Advisors, LLC | 5,692 | $694.2K | 0.16% | +919+19.3% | Added |
| Groesbeck Investment Management Corp | 5,733 | $699.0K | 0.98% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,731 | $699.0K | 0.27% | −214−3.6% | Reduced |
| Monetary Management Group Inc | 5,733 | $699.3K | 0.19% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5,740 | $700.2K | 0.12% | −48−0.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,810 | $703.5K | 0.06% | +269+4.9% | Added |
| Aegis Wealth Management LLC | 5,773 | $704.1K | 0.41% | −30−0.5% | Reduced |
| Studio Investment Management LLC | 5,798 | $707.2K | 0.15% | −5,540−48.9% | Reduced |
| Oakworth Capital, Inc. | 5,800 | $707.4K | 0.05% | −2,299−28.4% | Reduced |
| Parkside Financial Bank & Trust | 5,831 | $711.3K | 0.09% | −216−3.6% | Reduced |
| Independence Bank of Kentucky | 5,833 | $711.5K | 0.11% | +71+1.2% | Added |
| Clifford Swan Investment Counsel LLC | 5,834 | $711.6K | 0.03% | −157−2.6% | Reduced |
| Guyasuta Investment Advisors Inc | 5,865 | $715.4K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,866 | $715.5K | 0.02% | +39+0.7% | Added |
| ICONIQ Capital, LLC | 5,868 | $715.7K | 0.01% | −174−2.9% | Reduced |
| Brighton Jones LLC | 5,878 | $716.9K | 0.02% | −876−13.0% | Reduced |
| Eastern Bank | 5,885 | $717.8K | 0.01% | −62−1.0% | Reduced |
| Bank of New Hampshire | 5,895 | $719.0K | 0.19% | +45+0.8% | Added |
| Smith Chas P & Associates Pa Cpas | 5,899 | $719.5K | 0.04% | +9+0.2% | Added |
| Claris Financial LLC | 6,684 | $720.2K | 0.47% | 00.0% | Unchanged |
| Centre Asset Management, LLC | 5,908 | $721.0K | 0.19% | +187+3.3% | Added |
| Aspen Wealth Strategies, LLC | 5,962 | $727.2K | 0.48% | +63+1.1% | Added |
| Dogwood Wealth Management LLC | 5,973 | $728.6K | 0.38% | +5,973 | New |
| Everstar Asset Management, LLC | 5,980 | $729.4K | 0.48% | +2,880+92.9% | Added |
| Lantz Financial LLC | 5,988 | $730.4K | 0.20% | −23−0.4% | Reduced |
| Ashton Thomas Securities, LLC | 5,992 | $730.9K | 0.20% | +5,992 | New |
| Dorsey & Whitney Trust CO LLC | 5,993 | $731.0K | 0.04% | +274+4.8% | Added |
| Cornerstone Advisory, LLC | 5,952 | $731.8K | 0.09% | −77−1.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $731.8K | 0.23% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 6,014 | $733.5K | 0.50% | −299−4.7% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,015 | $733.6K | 0.01% | +2,036+51.2% | Added |
| Waters Parkerson & Co., LLC | 6,022 | $734.5K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 6,026 | $735.0K | 0.15% | −89−1.5% | Reduced |
| Chicago Trust Co NA | 6,028 | $735.2K | 0.13% | +116+2.0% | Added |
| NBT Bank N A | 6,033 | $735.8K | 0.05% | −220−3.5% | Reduced |
| Persium Advisors, LLC | 6,073 | $740.7K | 0.70% | +159+2.7% | Added |
| Legacy Financial Advisors, Inc. | 6,076 | $741.1K | 0.12% | +188+3.2% | Added |
| McDaniel Terry & Co | 6,117 | $746.0K | 0.07% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 6,131 | $747.0K | 0.05% | +38+0.6% | Added |
| San Luis Wealth Advisors LLC | 6,124 | $747.0K | 0.17% | +6,124 | New |
| Coppell Advisory Solutions LLC | 6,142 | $747.5K | 0.11% | +81+1.3% | Added |
| Gryphon Financial Partners LLC | 6,158 | $751.1K | 0.11% | +597+10.7% | Added |
| United Bank | 6,164 | $751.8K | 0.31% | +303+5.2% | Added |
| Future Financial Wealth Managment LLC | 6,179 | $753.6K | 0.55% | +25+0.4% | Added |
| Cidel Asset Management Inc | 6,196 | $755.7K | 0.05% | −286−4.4% | Reduced |
| CoreCap Advisors, LLC | 6,200 | $756.2K | 0.03% | −911−12.8% | Reduced |
| SeaCrest Wealth Management, LLC | 6,205 | $756.8K | 0.09% | +230+3.8% | Added |