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 |
|---|---|---|---|---|---|
| Gen-Wealth Partners Inc | 572 | $69.8K | 0.03% | −55−8.8% | Reduced |
| Bellevue Asset Management, LLC | 578 | $70.5K | 0.04% | +1+0.2% | Added |
| Boyd Watterson Asset Management LLC | 586 | $71.5K | 0.02% | −89−13.2% | Reduced |
| 1248 Management, LLC | 587 | $71.6K | 0.03% | +587 | New |
| Foster Dykema Cabot & Partners, LLC | 598 | $72.9K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 599 | $73.1K | 0.01% | −41−6.4% | Reduced |
| Park Square Financial Group, LLC | 611 | $74.5K | 0.06% | −5−0.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 627 | $76.5K | 0.03% | +1+0.2% | Added |
| PFS Partners, LLC | 628 | $76.6K | 0.04% | +5+0.8% | Added |
| Wellington Shields Capital Management, LLC | 630 | $76.8K | 0.01% | −19−2.9% | Reduced |
| ORG Partners LLC | 637 | $77.1K | 0.02% | −597−48.4% | Reduced |
| LRI Investments, LLC | 635 | $77.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 636 | $77.6K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 640 | $78.1K | 0.07% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 654 | $79.8K | 0.02% | +5+0.8% | Added |
| Edmond de Rothschild Holding S.A. | 667 | $81.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 686 | $84.0K | 0.00% | +267+63.7% | Added |
| LGT Financial Advisors LLC | 720 | $87.9K | 0.27% | +6+0.8% | Added |
| Luken Investment Analytics, LLC | 721 | $87.9K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 734 | $89.5K | 0.02% | −40−5.2% | Reduced |
| Rise Advisors, LLC | 735 | $89.7K | 0.04% | +300+69.0% | Added |
| Canopy Partners, LLC | 739 | $90.1K | 0.04% | +79+12.0% | Added |
| Princeton Global Asset Management LLC | 740 | $90.3K | 0.02% | −449−37.8% | Reduced |
| Wiser Advisor Group LLC | 753 | $91.8K | 0.14% | −1,043−58.1% | Reduced |
| Westside Investment Management, Inc. | 760 | $92.7K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 763 | $93.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 767 | $93.6K | 0.03% | +50+7.0% | Added |
| Fourth Dimension Wealth, LLC | 768 | $93.7K | 0.05% | +100+15.0% | Added |
| ZynergyRetirementPlanningLLC | 872 | $93.9K | 0.07% | +872 | New |
| C M Bidwell & Associates Ltd | 776 | $94.6K | 0.06% | +40+5.4% | Added |
| Western Pacific Wealth Management, LP | 783 | $95.5K | 0.09% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 789 | $96.2K | 0.04% | −240−23.3% | Reduced |
| WPG Advisers, LLC | 798 | $97.3K | 0.09% | −157−16.4% | Reduced |
| GKV Capital Management Co., Inc. | 800 | $97.6K | 0.05% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 800 | $97.6K | 0.03% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 862 | $101.3K | 0.07% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 851 | $103.8K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 869 | $105.9K | 0.01% | −667−43.4% | Reduced |
| Addison Advisors LLC | 870 | $106.1K | 0.03% | −228−20.8% | Reduced |
| Capital Advisors, Ltd. LLC | 877 | $107.0K | 0.01% | −19−2.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 880 | $107.3K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 914 | $111.0K | 0.03% | +86+10.4% | Added |
| Acropolis Investment Management, LLC | 932 | $113.7K | 0.01% | +932 | New |
| Key Financial Inc | 941 | $114.8K | 0.02% | −250−21.0% | Reduced |
| Bangor Savings Bank | 941 | $114.8K | 0.01% | −185−16.4% | Reduced |
| Capula Management Ltd | 954 | $116.4K | 0.00% | +954 | New |
| Kozak & Associates, Inc. | 981 | $118.3K | 0.03% | +9+0.9% | Added |
| Missouri Trust & Investment Co | 971 | $118.4K | 0.04% | −100−9.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 977 | $119.2K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 999 | $121.8K | 0.03% | −1−0.1% | Reduced |
| Copia Wealth Management | 1,017 | $124.0K | 0.11% | +933+1,110.7% | Added |
| Byrne Asset Management LLC | 1,018 | $124.2K | 0.09% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,029 | $125.5K | 0.11% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 1,037 | $126.5K | 0.15% | +907+697.7% | Added |
| Webster Bank, N. A. | 1,059 | $129.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,082 | $132.0K | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 1,100 | $134.2K | 0.02% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,100 | $134.2K | 0.09% | +3+0.3% | Added |
| Cutler Capital Management, LLC | 1,105 | $134.8K | 0.05% | +55+5.2% | Added |
| Icon Wealth Advisors, LLC | 1,117 | $136.2K | 0.01% | −217−16.3% | Reduced |
| Quarry LP | 1,121 | $136.7K | 0.04% | +1,121 | New |
| Richards, Merrill & Peterson, Inc. | 1,136 | $138.6K | 0.07% | +98+9.4% | Added |
| Howard Capital Management Group, LLC | 1,148 | $140.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,156 | $141.0K | 0.02% | −30−2.5% | Reduced |
| Atala Financial Inc | 1,202 | $146.6K | 0.11% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,204 | $146.9K | 0.09% | +1,204 | New |
| Ruedi Wealth Management, Inc. | 1,207 | $147.2K | 0.05% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,215 | $148.2K | 0.08% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,233 | $150.4K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,250 | $152.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,311 | $159.9K | 0.08% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,323 | $161.4K | 0.02% | +1,323 | New |
| Kimelman & Baird, LLC | 1,332 | $162.5K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1,338 | $163.2K | 0.12% | +1,338 | New |
| Redmont Wealth Advisors LLC | 1,347 | $164.3K | 0.32% | +1,347 | New |
| UMA Financial Services, Inc. | 1,352 | $164.9K | 0.03% | +6+0.4% | Added |
| IMG Wealth Management, Inc. | 1,365 | $166.5K | 0.15% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,368 | $166.9K | 0.04% | +428+45.5% | Added |
| Center for Financial Planning, Inc. | 1,370 | $167.1K | 0.02% | −38−2.7% | Reduced |
| Vestor Capital, LLC | 1,386 | $169.0K | 0.01% | −1−0.1% | Reduced |
| Asset Dedication, LLC | 1,393 | $169.9K | 0.01% | +13+0.9% | Added |
| Vision Financial Markets LLC | 1,395 | $170.1K | 0.19% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,404 | $171.2K | 0.83% | −41−2.8% | Reduced |
| Medallion Wealth Advisors, LLC | 1,434 | $174.1K | 0.08% | −326−18.5% | Reduced |
| Fortitude Family Office, LLC | 1,435 | $175.0K | 0.06% | −217−13.1% | Reduced |
| Valley National Advisers Inc | 1,459 | $177.0K | 0.03% | −23−1.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,661 | $179.0K | 0.06% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1,498 | $179.5K | 0.08% | −370−19.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,493 | $182.1K | 0.17% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,500 | $183.0K | 0.05% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,499 | $183.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,502 | $183.2K | 0.09% | −45−2.9% | Reduced |
| Safe Harbor Fiduciary, LLC | 1,518 | $185.2K | 0.19% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,535 | $187.2K | 0.02% | +280+22.3% | Added |
| Catalyst Capital Advisors LLC | 1,580 | $192.7K | 0.00% | −377−19.3% | Reduced |
| Arlington Trust Co LLC | 1,595 | $194.5K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 1,617 | $197.2K | 0.07% | 00.0% | Unchanged |
| Country Trust Bank | 1,620 | $197.6K | 0.00% | −210−11.5% | Reduced |
| Binnacle Investments Inc | 1,625 | $198.2K | 0.14% | +1,625 | New |
| YHB Investment Advisors, Inc. | 1,643 | $200.4K | 0.02% | +1,643 | New |