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 |
|---|---|---|---|---|---|
| Wulff, Hansen & Co. | 7,840 | $956.2K | 0.87% | +165+2.1% | Added |
| Danske Bank A/S | 7,874 | $960.4K | 0.00% | +887+12.7% | Added |
| Arete Wealth Advisors, LLC | 7,889 | $962.0K | 0.07% | −630−7.4% | Reduced |
| Birch Hill Investment Advisors LLC | 7,888 | $962.1K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 7,918 | $965.8K | 0.02% | +1,059+15.4% | Added |
| KCM Investment Advisors LLC | 7,921 | $966.2K | 0.03% | +541+7.3% | Added |
| Madden Securities Corp | 7,924 | $966.5K | 0.38% | 00.0% | Unchanged |
| Alamea Verwaltungs GmbH | 7,924 | $966.5K | 0.84% | +7,924 | New |
| Horizon Financial Services, LLC | 7,973 | $972.4K | 0.54% | −84−1.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 7,984 | $973.9K | 0.03% | −66−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 7,985 | $973.9K | 0.03% | −334−4.0% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 8,028 | $979.2K | 0.16% | +17+0.2% | Added |
| Legacy Advisors, LLC | 8,030 | $979.4K | 0.10% | +5,818+263.0% | Added |
| Mediolanum International Funds Ltd | 8,238 | $983.7K | 0.01% | +1,374+20.0% | Added |
| Shepherd Kaplan Krochuk, LLC | 8,068 | $984.1K | 0.84% | +39+0.5% | Added |
| O'Keefe Stevens Advisory, Inc. | 8,072 | $984.5K | 0.32% | +1,573+24.2% | Added |
| First National Bank & Trust Co of Newtown | 8,078 | $985.3K | 0.21% | 00.0% | Unchanged |
| SCS Capital Management LLC | 8,087 | $986.4K | 0.01% | +8,087 | New |
| Stephenson National Bank & Trust | 8,095 | $987.3K | 0.35% | −695−7.9% | Reduced |
| Balyasny Asset Management LLC | 8,096 | $987.5K | 0.00% | −991,596−99.2% | Reduced |
| BNP Paribas | 8,111 | $991.1K | 0.04% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 8,169 | $996.5K | 0.28% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8,187 | $998.6K | 0.05% | +662+8.8% | Added |
| Callan Family Office, LLC | 8,199 | $1.00M | 0.07% | −4,023−32.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,204 | $1.00M | 0.03% | +4,658+131.4% | Added |
| Foster Victor Wealth Advisors, LLC | 8,415 | $1.00M | 0.08% | −433−4.9% | Reduced |
| Friedenthal Financial | 8,226 | $1.00M | 0.60% | +8,226 | New |
| Rehmann Capital Advisory Group | 8,270 | $1.01M | 0.06% | +929+12.7% | Added |
| GW Henssler & Associates Ltd | 8,271 | $1.01M | 0.06% | +6,333+326.8% | Added |
| Financial Partners Group, LLC | 8,276 | $1.01M | 0.44% | −680−7.6% | Reduced |
| Reaves W H & Co Inc | 8,304 | $1.01M | 0.03% | +1,089+15.1% | Added |
| First Command Advisory Services, Inc. | 8,311 | $1.01M | 0.01% | +1,408+20.4% | Added |
| Guardian Wealth Advisors, LLC | 8,329 | $1.02M | 0.08% | −172−2.0% | Reduced |
| Sawyer & Company, Inc | 8,334 | $1.02M | 0.41% | −583−6.5% | Reduced |
| Cascades Capital Asset Management, LLC | 8,331 | $1.02M | 0.55% | +172+2.1% | Added |
| Ancora Advisors, LLC | 8,349 | $1.02M | 0.02% | +10.0% | Added |
| Intrust Bank NA | 8,365 | $1.02M | 0.10% | −333−3.8% | Reduced |
| Frank, Rimerman Advisors LLC | 8,368 | $1.02M | 0.08% | +26+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 8,374 | $1.02M | 0.14% | −468−5.3% | Reduced |
| Archford Capital Strategies, LLC | 8,412 | $1.03M | 0.15% | −43−0.5% | Reduced |
| Thrive Wealth Management, LLC | 8,420 | $1.03M | 0.20% | −128−1.5% | Reduced |
| Kovack Advisors, Inc. | 8,422 | $1.03M | 0.11% | −608−6.7% | Reduced |
| Everhart Financial Group, Inc. | 8,434 | $1.03M | 0.14% | +956+12.8% | Added |
| EPG Wealth Management LLC | 8,479 | $1.03M | 0.29% | +129+1.5% | Added |
| Hexagon Capital Partners LLC | 8,511 | $1.04M | 0.20% | +367+4.5% | Added |
| KLCM Advisors, Inc. | 8,554 | $1.04M | 0.12% | +590+7.4% | Added |
| Western Wealth Management, LLC | 8,601 | $1.05M | 0.07% | −510−5.6% | Reduced |
| Chesley Taft & Associates LLC | 8,615 | $1.05M | 0.05% | −150−1.7% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 8,636 | $1.05M | 0.37% | −82−0.9% | Reduced |
| Buck Wealth Strategies, LLC | 8,638 | $1.05M | 0.19% | +8,638 | New |
| Crowley Wealth Management, Inc. | 8,656 | $1.06M | 1.01% | −1,059−10.9% | Reduced |
| Avantax Planning Partners, Inc. | 8,672 | $1.06M | 0.04% | −292−3.3% | Reduced |
| Neville Rodie & Shaw Inc | 8,681 | $1.06M | 0.08% | −15−0.2% | Reduced |
| Gratus Wealth Advisors, LLC | 8,704 | $1.06M | 0.17% | −175−2.0% | Reduced |
| SageView Advisory Group, LLC | 8,709 | $1.06M | 0.05% | −712−7.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,712 | $1.06M | 0.03% | −550−5.9% | Reduced |
| SRS Capital Advisors, Inc. | 8,766 | $1.07M | 0.07% | +1,225+16.2% | Added |
| Trust Co of Virginia | 8,768 | $1.07M | 0.10% | −53−0.6% | Reduced |
| NovaPoint Capital, LLC | 8,778 | $1.07M | 0.33% | −15−0.2% | Reduced |
| Financial Advocates Investment Management | 8,810 | $1.07M | 0.08% | +259+3.0% | Added |
| Allred Capital Management, LLC | 8,846 | $1.08M | 0.43% | +134+1.5% | Added |
| Sargent Investment Group, LLC | 8,854 | $1.08M | 0.17% | +1,888+27.1% | Added |
| Procyon Private Wealth Partners, LLC | 8,905 | $1.09M | 0.07% | −645−6.8% | Reduced |
| Stableford Capital II LLC | 8,987 | $1.09M | 0.46% | −504−5.3% | Reduced |
| Retirement Guys Formula LLC | 9,058 | $1.10M | 0.55% | +1,264+16.2% | Added |
| First National Advisers, LLC | 9,066 | $1.11M | 0.18% | −310−3.3% | Reduced |
| MBL Wealth, LLC | 9,101 | $1.11M | 0.11% | +2,456+37.0% | Added |
| Segment Wealth Management, LLC | 9,124 | $1.11M | 0.08% | +929+11.3% | Added |
| Beacon Financial Advisory LLC | 9,168 | $1.12M | 0.34% | +25+0.3% | Added |
| Sumitomo Life Insurance Co | 9,219 | $1.12M | 0.04% | −10.0% | Reduced |
| Field & Main Bank | 9,223 | $1.12M | 0.40% | +288+3.2% | Added |
| Keynote Financial Services LLC | 9,254 | $1.13M | 0.81% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 9,267 | $1.13M | 0.45% | +9,267 | New |
| Great Valley Advisor Group, Inc. | 9,281 | $1.13M | 0.02% | +356+4.0% | Added |
| InTrack Investment Management Inc | 9,293 | $1.13M | 1.03% | +380+4.3% | Added |
| Peoples Financial Services Corp. | 9,319 | $1.14M | 0.55% | −16−0.2% | Reduced |
| Pines Wealth Management, LLC | 9,805 | $1.14M | 0.53% | +61+0.6% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 9,325 | $1.14M | 1.29% | −149−1.6% | Reduced |
| Doliver Advisors, LP | 9,336 | $1.14M | 0.32% | −400−4.1% | Reduced |
| Grimes & Company, Inc. | 9,360 | $1.14M | 0.04% | +387+4.3% | Added |
| Abacus Planning Group, Inc. | 9,381 | $1.14M | 0.20% | +1,414+17.7% | Added |
| Journey Advisory Group, LLC | 9,394 | $1.15M | 0.09% | −1,116−10.6% | Reduced |
| Sollinda Capital Management LLC | 9,405 | $1.15M | 0.32% | −459−4.7% | Reduced |
| Balboa Wealth Partners | 9,439 | $1.15M | 0.28% | +548+6.2% | Added |
| Outfitter Financial LLC | 9,440 | $1.15M | 1.04% | −185−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 9,450 | $1.15M | 0.08% | +418+4.6% | Added |
| Valmark Advisers, Inc. | 9,454 | $1.15M | 0.02% | −539−5.4% | Reduced |
| Magnetar Financial LLC | 9,502 | $1.16M | 0.02% | +9,502 | New |
| Kellett Schaffner Wealth Advisors LLC | 9,510 | $1.16M | 0.80% | +40.0% | Added |
| Corundum Group, Inc. | 9,511 | $1.16M | 0.56% | −5,020−34.5% | Reduced |
| LifePlan Financial, LLC | 9,530 | $1.16M | 1.01% | +1,553+19.5% | Added |
| Parallel Advisors, LLC | 9,539 | $1.16M | 0.03% | +1,255+15.1% | Added |
| United Bank | 9,545 | $1.16M | 0.15% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,548 | $1.16M | 0.00% | −1,227−11.4% | Reduced |
| Fortress Private Ledger, LLC | 9,560 | $1.17M | 0.65% | −459−4.6% | Reduced |
| Golden State Equity Partners | 9,571 | $1.17M | 0.23% | +312+3.4% | Added |
| Marcum Wealth, LLC | 9,573 | $1.17M | 0.10% | +1,505+18.7% | Added |
| Fca Corp | 9,621 | $1.17M | 0.37% | +208+2.2% | Added |
| CFS Investment Advisory Services, LLC | 9,631 | $1.18M | 0.10% | −6−0.1% | Reduced |
| Verity Asset Management, Inc. | 9,669 | $1.18M | 0.48% | +241+2.6% | Added |