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 |
|---|---|---|---|---|---|
| Bridges Investment Management Inc | 6,217 | $758.3K | 0.01% | +35+0.6% | Added |
| Hills Bank & Trust Co | 6,221 | $758.8K | 0.05% | +182+3.0% | Added |
| Carret Asset Management, LLC | 6,238 | $760.8K | 0.09% | 00.0% | Unchanged |
| Finward Bancorp | 6,255 | $762.9K | 0.66% | −45−0.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,257 | $763.2K | 0.36% | −333−5.1% | Reduced |
| AA Financial Advisors, LLC | 6,270 | $764.7K | 0.19% | +181+3.0% | Added |
| Headinvest, LLC | 6,270 | $764.8K | 0.15% | +15+0.2% | Added |
| Northwest Bancshares, Inc. | 6,282 | $766.2K | 0.14% | −25−0.4% | Reduced |
| Fidelis Capital Partners, LLC | 6,399 | $767.0K | 0.08% | +74+1.2% | Added |
| Mitchell Sinkler & Starr | 6,292 | $767.4K | 0.21% | −490−7.2% | Reduced |
| Edgewood Management LLC | 6,302 | $768.7K | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,315 | $770.2K | 0.05% | +68+1.1% | Added |
| Ossiam | 6,319 | $770.7K | 0.01% | −8,525−57.4% | Reduced |
| Schmidt P J Investment Management Inc | 6,337 | $772.9K | 0.14% | −766−10.8% | Reduced |
| Moody National Bank Trust Division | 6,357 | $775.4K | 0.08% | +662+11.6% | Added |
| Kapstone Financial Advisors LLC | 6,358 | $775.5K | 0.44% | 00.0% | Unchanged |
| Dearborn Partners LLC | 6,365 | $776.3K | 0.04% | −24−0.4% | Reduced |
| SBI Securities Co., Ltd. | 6,374 | $777.4K | 0.03% | −173−2.6% | Reduced |
| Moneta Group Investment Advisors LLC | 6,384 | $778.6K | 0.01% | −70−1.1% | Reduced |
| Financial Management Professionals, Inc. | 6,426 | $783.8K | 0.10% | +156+2.5% | Added |
| Whittier Trust Co | 6,453 | $787.1K | 0.01% | −1,546−19.3% | Reduced |
| Optimum Investment Advisors | 6,468 | $788.9K | 0.37% | −500−7.2% | Reduced |
| Crescent Sterling, Ltd. | 6,478 | $790.1K | 0.81% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 6,492 | $791.8K | 0.11% | +525+8.8% | Added |
| Venture Visionary Partners LLC | 6,494 | $792.1K | 0.03% | +772+13.5% | Added |
| Rithm Capital Corp. | 6,500 | $792.8K | 1.77% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 6,531 | $796.6K | 0.12% | +98+1.5% | Added |
| Sandy Spring Bank | 6,542 | $797.9K | 0.03% | −296−4.3% | Reduced |
| West Michigan Advisors, LLC | 6,543 | $798.0K | 0.26% | +3,389+107.5% | Added |
| Kanawha Capital Management LLC | 6,560 | $800.1K | 0.06% | +31+0.5% | Added |
| Aviance Capital Partners, LLC | 6,561 | $800.2K | 0.11% | −464−6.6% | Reduced |
| Diligent Investors, LLC | 6,561 | $800.2K | 0.19% | −849−11.5% | Reduced |
| CX Institutional | 6,587 | $803.0K | 0.03% | +673+11.4% | Added |
| Stratos Wealth Advisors, LLC | 6,588 | $803.6K | 0.04% | −2,149−24.6% | Reduced |
| Washington Trust Co | 6,625 | $808.1K | 0.03% | −412−5.9% | Reduced |
| West Family Investments, Inc. | 6,636 | $809.4K | 0.30% | −387−5.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,685 | $815.4K | 0.23% | −129−1.9% | Reduced |
| Hengehold Capital Management LLC | 6,688 | $815.7K | 0.08% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 6,694 | $816.5K | 0.21% | +6,694 | New |
| Wealth Management Associates, Inc. | 6,712 | $818.7K | 0.35% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6,725 | $820.2K | 0.10% | +246+3.8% | Added |
| Smith Thornton Advisors LLC | 6,732 | $821.1K | 0.51% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 6,735 | $821.5K | 0.39% | +38+0.6% | Added |
| Adapt Wealth Advisors, LLC | 6,736 | $821.5K | 0.40% | −209−3.0% | Reduced |
| AdvisorNet Financial, Inc | 6,752 | $823.5K | 0.06% | +809+13.6% | Added |
| Visionary Horizons, LLC | 6,756 | $824.0K | 0.58% | −1,247−15.6% | Reduced |
| AXA S.A. | 6,775 | $826.3K | 0.00% | +6,775 | New |
| Cross Staff Investments Inc | 6,781 | $827.1K | 0.62% | 00.0% | Unchanged |
| Paradigm Capital Management, LLC | 6,832 | $833.0K | 0.85% | +35+0.5% | Added |
| Wills Financial Group LLC | 6,838 | $834.1K | 0.37% | +6,838 | New |
| Archer Investment Corp | 6,898 | $841.3K | 0.22% | −190−2.7% | Reduced |
| Martingale Asset Management L P | 6,963 | $849.3K | 0.02% | +6,963 | New |
| John G Ullman & Associates Inc | 6,977 | $851.0K | 0.13% | −48−0.7% | Reduced |
| Harbour Trust & Investment Management Co | 6,987 | $852.2K | 0.10% | −1,145−14.1% | Reduced |
| L.M. Kohn & Company | 6,992 | $852.9K | 0.22% | −193−2.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 6,993 | $852.9K | 0.07% | −4,034−36.6% | Reduced |
| V-Square Quantitative Management LLC | 7,010 | $855.0K | 0.12% | −223−3.1% | Reduced |
| McGrath & Associates, Inc. | 7,036 | $858.1K | 1.57% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 7,045 | $859.0K | 0.65% | −157−2.2% | Reduced |
| Good Steward Wealth Advisors,LLC | 7,043 | $859.0K | 0.78% | +7,043 | New |
| Albion Financial Group | 7,046 | $859.4K | 0.06% | −1,323−15.8% | Reduced |
| Fisher Asset Management, LLC | 7,085 | $864.3K | 0.00% | +1,768+33.3% | Added |
| Mayflower Financial Advisors, LLC | 7,099 | $865.8K | 0.13% | +24+0.3% | Added |
| Bigelow Investment Advisors, LLC | 7,123 | $868.8K | 0.41% | +573+8.7% | Added |
| Summit Global Investments | 7,126 | $869.0K | 0.06% | −3,613−33.6% | Reduced |
| Spire Wealth Management | 7,167 | $874.2K | 0.03% | +701+10.8% | Added |
| Cooper Financial Group | 7,169 | $874.4K | 0.12% | −3,032−29.7% | Reduced |
| Delta Financial Group, Inc. | 7,454 | $881.0K | 0.20% | −140−1.8% | Reduced |
| RIA Advisory Group LLC | 7,232 | $882.1K | 0.29% | +2,592+55.9% | Added |
| Simplicity Wealth,LLC | 7,238 | $882.8K | 0.07% | +4,464+160.9% | Added |
| Pittenger & Anderson Inc | 7,250 | $884.3K | 0.03% | +1,900+35.5% | Added |
| Northstar Financial Companies, Inc. | 7,329 | $893.9K | 0.97% | +669+10.0% | Added |
| BancorpSouth Bank | 7,336 | $894.8K | 0.06% | −76−1.0% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 7,340 | $895.3K | 0.26% | +714+10.8% | Added |
| Bayforest Capital Ltd | 7,343 | $895.6K | 0.39% | +7,265+9,314.1% | Added |
| Continuum Advisory, LLC | 7,362 | $897.9K | 0.12% | +401+5.8% | Added |
| NorthRock Partners, LLC | 7,367 | $898.5K | 0.03% | +540+7.9% | Added |
| Keudell/Morrison Wealth Management | 7,431 | $906.4K | 0.21% | +204+2.8% | Added |
| Bearing Point Capital, LLC | 7,505 | $915.4K | 0.19% | +250+3.4% | Added |
| Baldwin Investment Management, LLC | 7,534 | $918.9K | 0.11% | +688+10.0% | Added |
| Marshall Financial Group LLC | 7,543 | $920.0K | 0.20% | −449−5.6% | Reduced |
| Sculati Wealth Management, LLC | 7,565 | $922.7K | 0.37% | +2,990+65.4% | Added |
| Cape Investment Advisory, Inc. | 7,568 | $923.1K | 0.37% | +156+2.1% | Added |
| Fiduciary Group LLC | 7,596 | $926.5K | 0.09% | +50+0.7% | Added |
| Ausdal Financial Partners, Inc. | 7,600 | $926.9K | 0.07% | +1,664+28.0% | Added |
| Landscape Capital Management, L.L.C. | 7,602 | $927.2K | 0.08% | +7,602 | New |
| Essex Savings Bank | 7,623 | $929.8K | 0.23% | −159−2.0% | Reduced |
| Chapin Davis, Inc. | 7,651 | $933.2K | 0.32% | −24−0.3% | Reduced |
| Heritage Investors Management Corp | 7,661 | $934.0K | 0.03% | −1,516−16.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,915 | $934.4K | 0.02% | +1,859+30.7% | Added |
| Cannon Financial Strategists, Inc. | 7,664 | $934.8K | 0.16% | −50−0.6% | Reduced |
| OneAscent Financial Services LLC | 7,721 | $936.0K | 0.06% | +30.0% | Added |
| Bank of Hawaii | 7,681 | $936.9K | 0.05% | −278−3.5% | Reduced |
| Community Bank of Raymore | 7,690 | $937.9K | 0.76% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,741 | $944.0K | 0.18% | −108−1.4% | Reduced |
| Huntleigh Advisors, Inc. | 7,785 | $949.6K | 0.16% | −12−0.2% | Reduced |
| Penserra Capital Management LLC | 7,796 | $950.0K | 0.02% | +5,776+285.9% | Added |
| Capital Advisors Inc | 7,795 | $950.8K | 0.02% | −279−3.5% | Reduced |
| MidWestOne Financial Group, Inc. | 7,802 | $951.5K | 0.14% | +287+3.8% | Added |
| Blue Rock Wealth Management LLC | 7,820 | $953.8K | 0.81% | +2,737+53.8% | Added |