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
- 2,259
- +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.
| 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 |
|---|---|---|---|---|---|
| DT Investment Partners, LLC | 190 | $23.2K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 192 | $23.4K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 194 | $23.7K | 0.02% | 00.0% | Unchanged |
| Park Circle Co | 200 | $24.4K | 0.02% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $24.4K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 205 | $25.0K | 0.01% | −49−19.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 206 | $25.1K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 207 | $25.3K | 0.02% | +207 | New |
| Perritt Capital Management Inc | 209 | $25.5K | 0.01% | −33−13.6% | Reduced |
| WestEnd Advisors, LLC | 212 | $25.8K | 0.00% | −4,015−95.0% | Reduced |
| Activest Wealth Management | 212 | $25.9K | 0.01% | +105+98.1% | Added |
| Atticus Wealth Management, LLC | 221 | $27.0K | 0.01% | −500−69.3% | Reduced |
| Wayfinding Financial, LLC | 227 | $27.0K | 0.01% | +227 | New |
| Bradley & Co. Private Wealth Management, LLC | 222 | $27.1K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 223 | $27.2K | 0.00% | +223 | New |
| JNBA Financial Advisors | 223 | $27.2K | 0.00% | −53−19.2% | Reduced |
| St. Johns Investment Management Company, LLC | 226 | $27.6K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 227 | $27.7K | 0.01% | −125−35.5% | Reduced |
| First Pacific Financial | 234 | $28.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 237 | $28.9K | 0.01% | +2+0.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 240 | $29.1K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 240 | $29.3K | 0.02% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 244 | $29.8K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 250 | $30.5K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 253 | $30.9K | 0.04% | +198+360.0% | Added |
| SIMA Wealth Partners, LLC | 258 | $31.4K | 0.03% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 258 | $31.5K | 0.03% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 260 | $31.8K | 0.02% | −20−7.1% | Reduced |
| WFA Asset Management Corp | 343 | $33.2K | 0.02% | −5−1.4% | Reduced |
| Kessler Investment Group, LLC | 282 | $34.4K | 0.02% | −62,526−99.6% | Reduced |
| Chilton Capital Management LLC | 284 | $34.6K | 0.00% | −47−14.2% | Reduced |
| Private Wealth Management Group, LLC | 286 | $34.9K | 0.01% | −135−32.1% | Reduced |
| WealthTrak Capital Management LLC | 286 | $34.9K | 0.03% | +10+3.6% | Added |
| CKW Financial Group | 288 | $35.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 290 | $35.4K | 0.01% | 00.0% | Unchanged |
| American National Bank | 297 | $36.2K | 0.00% | +297 | New |
| IAG Wealth Partners, LLC | 300 | $36.6K | 0.01% | −74−19.8% | Reduced |
| Nova Wealth Management, Inc. | 304 | $37.1K | 0.03% | +22+7.8% | Added |
| Saudi Central Bank | 304 | $37.1K | 0.20% | +304 | New |
| Global Trust Asset Management, LLC | 307 | $37.4K | 0.02% | −102−24.9% | Reduced |
| Global Financial Private Client, LLC | 307 | $37.4K | 0.01% | +10+3.4% | Added |
| CGC Financial Services, LLC | 308 | $37.6K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 317 | $38.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 318 | $38.8K | 0.01% | −336−51.4% | Reduced |
| Winch Advisory Services, LLC | 318 | $38.8K | 0.01% | +2+0.6% | Added |
| FSC Wealth Advisors, LLC | 324 | $39.5K | 0.03% | +3+0.9% | Added |
| FWL Investment Management, LLC | 324 | $39.5K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 331 | $40.0K | 0.01% | −140−29.7% | Reduced |
| Montag & Caldwell, LLC | 330 | $40.3K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 330 | $40.3K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 332 | $40.5K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 332 | $40.5K | 0.01% | +64+23.9% | Added |
| Orion Capital Management LLC | 333 | $40.6K | 0.02% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 333 | $40.6K | 0.02% | 00.0% | Unchanged |
| Main Street Group, LTD | 334 | $40.6K | 0.02% | −21−5.9% | Reduced |
| Redwood Park Advisors LLC | 333 | $40.6K | 0.03% | 00.0% | Unchanged |
| Lipe & Dalton | 343 | $42.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 346 | $42.2K | 0.01% | +83+31.6% | Added |
| First Community Trust NA | 348 | $42.4K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 353 | $43.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 357 | $44.0K | 0.01% | +279+357.7% | Added |
| Pacifica Partners Inc. | 355 | $44.1K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 362 | $44.2K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 367 | $44.8K | 0.03% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 368 | $44.9K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 374 | $45.7K | 0.02% | −108−22.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 376 | $45.9K | 0.00% | +376 | New |
| Pineridge Advisors LLC | 381 | $46.5K | 0.02% | +3+0.8% | Added |
| 1620 Investment Advisors, Inc. | 398 | $48.6K | 0.04% | 00.0% | Unchanged |
| Advantage Trust Co | 399 | $48.7K | 0.03% | −665−62.5% | Reduced |
| Hopwood Financial Services, Inc. | 400 | $48.8K | 0.04% | −100−20.0% | Reduced |
| Capital A Wealth Management, LLC | 403 | $49.2K | 0.05% | −222−35.5% | Reduced |
| Sierra Ocean, LLC | 425 | $51.9K | 0.04% | +135+46.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 424 | $52.0K | 0.05% | +424 | New |
| Horrell Capital Management, Inc. | 429 | $52.3K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 430 | $52.4K | 0.00% | −50−10.4% | Reduced |
| FSA Wealth Management LLC | 437 | $53.3K | 0.02% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 441 | $53.8K | 0.08% | +441 | New |
| ORG Wealth Partners, LLC | 443 | $53.8K | 0.02% | +443 | New |
| Pin Oak Investment Advisors Inc | 456 | $54.0K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 452 | $55.1K | 0.02% | +17+3.9% | Added |
| PFG Private Wealth Management, LLC | 486 | $59.3K | 0.03% | +20+4.3% | Added |
| BankPlus Trust Department | 494 | $60.3K | 0.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $61.0K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 500 | $61.0K | 0.04% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 500 | $61.0K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 514 | $62.7K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 586 | $63.0K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 521 | $63.0K | 0.01% | +79+17.9% | Added |
| GHP Investment Advisors, Inc. | 520 | $63.4K | 0.00% | −54−9.4% | Reduced |
| Motco | 521 | $63.5K | 0.01% | +21+4.2% | Added |
| Beaird Harris Wealth Management, LLC | 523 | $63.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 534 | $65.0K | 0.04% | +98+22.5% | Added |
| Virtus ETF Advisers LLC | 535 | $65.3K | 0.04% | +535 | New |
| Centerpoint Advisors, LLC | 553 | $67.0K | 0.02% | −408−42.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 555 | $67.7K | 0.07% | +2+0.4% | Added |
| Bruce G. Allen Investments, LLC | 562 | $68.5K | 0.05% | −9−1.6% | Reduced |
| Flagship Wealth Advisors, LLC | 563 | $68.7K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 567 | $69.2K | 0.02% | +1+0.2% | Added |
| Fortis Group Advisors, LLC | 570 | $69.5K | 0.01% | 00.0% | Unchanged |