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 |
|---|---|---|---|---|---|
| SC&H Financial Advisors, Inc. | 1,650 | $201.2K | 0.04% | +1,650 | New |
| Hager Investment Management Services, LLC | 1,650 | $201.3K | 0.14% | −131−7.4% | Reduced |
| Barrett & Company, Inc. | 1,651 | $201.4K | 0.09% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,652 | $201.5K | 0.04% | +1,652 | New |
| Mallini Complete Financial Planning LLC | – | $201.6K | 0.19% | – | New |
| Herold Advisors, Inc. | 1,655 | $201.9K | 0.04% | +1,655 | New |
| Brookwood Investment Group LLC | 1,656 | $202.0K | 0.03% | +1,656 | New |
| Running Point Capital Advisors, LLC | 1,657 | $202.1K | 0.06% | +1,657 | New |
| Whipplewood Advisors, LLC | 1,535 | $202.3K | 0.12% | −101−6.2% | Reduced |
| Advyzon Investment Management, LLC | 1,662 | $202.7K | 0.07% | +1,662 | New |
| Saxon Interests, Inc. | 1,664 | $203.0K | 0.09% | +1,664 | New |
| Net Worth Advisory Group | 1,664 | $203.0K | 0.06% | +1,664 | New |
| Allianz SE | 1,666 | $203.2K | 0.01% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 1,666 | $203.2K | 0.01% | +1,666 | New |
| Gould Asset Management LLC | 1,666 | $203.2K | 0.04% | +1,666 | New |
| Regatta Capital Group, LLC | 1,668 | $203.4K | 0.04% | +1,668 | New |
| Oxford Financial Group Ltd | 1,672 | $203.9K | 0.01% | +1,672 | New |
| Worth Asset Management, LLC | 1,672 | $203.9K | 0.11% | +1,672 | New |
| Hantz Financial Services, Inc. | 1,669 | $204.0K | 0.00% | +1,669 | New |
| Wedge Capital Management L L P | 1,673 | $204.1K | 0.00% | +1,673 | New |
| Woodley Farra Manion Portfolio Management Inc | 1,676 | $204.4K | 0.01% | −262−13.5% | Reduced |
| Eagle Rock Investment Company, LLC | 1,685 | $205.5K | 0.04% | +1,685 | New |
| Richwood Investment Advisors, LLC | 1,685 | $205.5K | 0.17% | +1,685 | New |
| Wilkins Miller Wealth Management, LLC | 1,690 | $206.2K | 0.16% | +1,690 | New |
| Blue Oak Capital, LLC | 1,692 | $206.4K | 0.11% | +1,692 | New |
| Miracle Mile Advisors, LLC | 1,693 | $206.5K | 0.00% | +1,693 | New |
| Capital Advisory Group Advisory Services, LLC | 1,694 | $206.7K | 0.08% | +1,694 | New |
| Northern Oak Wealth Management Inc | 1,700 | $207.3K | 0.03% | +1,700 | New |
| Phoenix Wealth Advisors | 1,702 | $207.6K | 0.09% | +1,702 | New |
| ZRC Wealth Management, LLC | 1,709 | $208.4K | 0.09% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 1,711 | $208.7K | 0.03% | +1,711 | New |
| Key Client Fiduciary Advisors, LLC | 1,715 | $209.2K | 0.10% | −212−11.0% | Reduced |
| Capital Performance Advisors LLP | 1,718 | $209.5K | 0.05% | +1,718 | New |
| Fullcircle Wealth LLC | 1,738 | $209.7K | 0.09% | −308−15.1% | Reduced |
| Signet Financial Management, LLC | 1,722 | $210.0K | 0.03% | +1,722 | New |
| Old Second National Bank of Aurora | 1,726 | $210.5K | 0.05% | −100−5.5% | Reduced |
| Strategic Investment Advisors | 1,726 | $210.6K | 0.02% | +1,726 | New |
| Hughes Financial Services, LLC | 1,742 | $210.9K | 0.04% | +1,742 | New |
| Horizon Wealth Management, LLC | 1,731 | $211.1K | 0.04% | +1,731 | New |
| Strata Wealth Advisors, LLC | 1,736 | $211.7K | 0.07% | +1,736 | New |
| Zhang Financial LLC | 1,742 | $212.4K | 0.01% | −231−11.7% | Reduced |
| Moseley Investment Management Inc | 1,743 | $212.5K | 0.08% | +1,743 | New |
| Sax Wealth Advisors, LLC | 1,744 | $212.7K | 0.02% | +1,744 | New |
| Sentry LLC | 1,745 | $212.9K | 0.04% | +1,745 | New |
| Compass Ion Advisors, LLC | 1,747 | $213.1K | 0.03% | −179−9.3% | Reduced |
| Kieckhefer Group LLC | 1,748 | $213.2K | 0.15% | 00.0% | Unchanged |
| Petix & Botte Co | 1,752 | $213.7K | 0.06% | +1,752 | New |
| Curran Financial Partners, LLC | 1,754 | $214.0K | 0.05% | −298−14.5% | Reduced |
| Sovran Advisors, LLC | 1,757 | $214.0K | 0.03% | +1,757 | New |
| Ironsides Asset Advisors, LLC | 1,759 | $214.6K | 0.06% | −795−31.1% | Reduced |
| Acadian Asset Management LLC | 1,765 | $215.0K | 0.00% | −221−11.1% | Reduced |
| BCS Wealth Management | 1,762 | $215.0K | 0.06% | +1,762 | New |
| Chesapeake Wealth Management | 1,763 | $215.0K | 0.08% | +1,763 | New |
| Fortitude Advisory Group L.L.C. | 1,789 | $215.3K | 0.15% | +1,789 | New |
| First American Trust, FSB | 1,766 | $215.4K | 0.02% | +1,766 | New |
| Clark Financial Services Group Inc | 1,770 | $215.8K | 0.15% | +1,770 | New |
| Safeguard Investment Advisory Group, LLC | 1,780 | $217.1K | 0.06% | +1,780 | New |
| Mattern Wealth Management LLC | 1,780 | $217.1K | 0.05% | +1,780 | New |
| Charter Research & Investment Group, Inc. | 1,781 | $217.2K | 0.17% | +1,781 | New |
| Stephens Consulting, LLC | 1,787 | $218.0K | 0.05% | −52−2.8% | Reduced |
| Acorns Advisers, LLC | 1,785 | $218.0K | 0.00% | +1,785 | New |
| Crown Wealth Group, LLC | 1,788 | $218.1K | 0.11% | +1,788 | New |
| TCI Wealth Advisors, Inc. | 1,790 | $218.3K | 0.02% | −250−12.3% | Reduced |
| Jessup Wealth Management, Inc | 1,793 | $218.6K | 0.09% | +1,793 | New |
| Lifeworks Advisors, LLC | 1,794 | $218.8K | 0.04% | +1,794 | New |
| James J. Burns & Company, LLC | 1,796 | $219.1K | 0.04% | +1,796 | New |
| Bullock Wealth Management Group | 1,813 | $219.5K | 0.12% | −36−1.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,801 | $219.7K | 0.09% | +4+0.2% | Added |
| NBW Capital LLC | 1,802 | $219.8K | 0.05% | +1,802 | New |
| Cary Street Partner Investment Advisory LLC | 1,806 | $220.3K | 0.13% | +192+11.9% | Added |
| Redwood Wealth Management Group, LLC | 1,808 | $220.5K | 0.11% | +1,808 | New |
| Michael B. Yongue | 1,809 | $220.6K | 0.28% | +1,809 | New |
| Tradewinds Capital Management, LLC | 1,809 | $220.6K | 0.06% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,829 | $220.7K | 0.02% | +1,829 | New |
| J.P. Marvel Investment Advisors, LLC | 1,811 | $220.9K | 0.04% | +1,811 | New |
| Leelyn Smith, LLC | 1,815 | $221.4K | 0.04% | +1,815 | New |
| Annex Advisory Services, LLC | 1,820 | $222.0K | 0.01% | +1,820 | New |
| Obermeyer Wood Investment Counsel, LLLP | 1,824 | $222.5K | 0.01% | +1,824 | New |
| Gries Financial LLC | 1,826 | $222.7K | 0.04% | +1,826 | New |
| Reyes Financial Architecture, Inc. | 1,827 | $222.8K | 0.16% | +83+4.8% | Added |
| Aufman Associates Inc | 1,828 | $223.0K | 0.15% | +1,828 | New |
| Tranquility Partners, LLC | 1,833 | $223.6K | 0.09% | +1,833 | New |
| Alteri Wealth LLC | 1,836 | $223.9K | 0.10% | −207−10.1% | Reduced |
| Weaver Consulting Group | 1,842 | $224.6K | 0.07% | +1,842 | New |
| LaSalle St. Investment Advisors, LLC | 1,849 | $225.0K | 0.05% | +1,849 | New |
| Tower Wealth Partners, Inc. | 1,846 | $225.2K | 0.12% | +1,846 | New |
| Bender Robert & Associates | 1,848 | $225.4K | 0.06% | +1,848 | New |
| Beacon Wealthcare LLC | 1,848 | $225.4K | 0.09% | +1,848 | New |
| Holistic Planning, LLC | 1,850 | $225.6K | 0.08% | +1,850 | New |
| 180 Wealth Advisors, LLC | 1,850 | $225.6K | 0.04% | +1,850 | New |
| Planned Solutions, Inc. | 1,852 | $225.9K | 0.09% | +1,852 | New |
| Ostrum Asset Management | 1,853 | $226.0K | 0.01% | −49−2.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,856 | $226.4K | 0.00% | −151,177−98.8% | Reduced |
| Adell Harriman & Carpenter Inc | 1,856 | $226.4K | 0.02% | +1,856 | New |
| Plancorp, LLC | 1,856 | $226.4K | 0.01% | +1,856 | New |
| Mainstay Capital Management LLC | 1,858 | $226.7K | 0.03% | +1,858 | New |
| Balance Wealth, LLC | 1,859 | $226.7K | 0.15% | +1,859 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 1,861 | $227.0K | 0.06% | +1,861 | New |
| Sherbrooke Park Advisers LLC | 1,862 | $227.1K | 0.11% | −3,411−64.7% | Reduced |
| BCJ Capital Management, LLC | 1,864 | $227.4K | 0.02% | +1,864 | New |