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 |
|---|---|---|---|---|---|
| Ewa, LLC | 1,866 | $227.6K | 0.08% | +1,866 | New |
| Benin Management CORP | 1,868 | $227.8K | 0.06% | 00.0% | Unchanged |
| Norman Fields, Gottscho Capital Management, LLC | 1,868 | $228.0K | 0.08% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 1,872 | $228.0K | 0.06% | +1,872 | New |
| Crew Capital Management, Ltd. | 1,873 | $228.4K | 0.19% | +1,873 | New |
| KC Investment Advisors, LLC | 1,876 | $228.8K | 0.05% | −284−13.1% | Reduced |
| Infinity Wealth Counsel, LLC | 1,877 | $228.9K | 0.25% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,878 | $229.1K | 0.02% | +530+39.3% | Added |
| Mezzasalma Advisors, LLC | 1,878 | $229.1K | 0.08% | +1,878 | New |
| LifePlan Investment Advisors, Inc. | 1,881 | $229.4K | 0.13% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,885 | $229.9K | 0.02% | +1,885 | New |
| Silvant Capital Management LLC | 1,886 | $230.0K | 0.01% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 1,892 | $230.8K | 0.05% | +1,892 | New |
| Gilman Hill Asset Management, LLC | 1,895 | $231.1K | 0.04% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,896 | $231.3K | 0.12% | +1,896 | New |
| MV Capital Management, Inc. | 1,896 | $231.3K | 0.02% | +16+0.9% | Added |
| Tritonpoint Wealth, LLC | 1,907 | $232.5K | 0.02% | +1,907 | New |
| Sound Income Strategies, LLC | 1,907 | $232.6K | 0.01% | +384+25.2% | Added |
| Cypress Asset Management Inc | 1,908 | $232.7K | 0.06% | −267−12.3% | Reduced |
| Kagan Cocozza Asset Management | 1,908 | $232.7K | 0.19% | −60−3.0% | Reduced |
| Harbor Investment Advisory, LLC | 1,909 | $232.8K | 0.02% | +176+10.2% | Added |
| William Allan, LLC | 1,910 | $233.0K | 0.15% | +1,910 | New |
| Eads & Heald Wealth Management | 1,924 | $235.0K | 0.12% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,927 | $235.0K | 0.03% | +1,927 | New |
| WSFS Capital Management, LLC | 1,927 | $235.1K | 0.01% | +1,927 | New |
| Greenline Partners, LLC | 1,928 | $235.2K | 0.03% | +28+1.5% | Added |
| Liberty Wealth Management LLC | 1,933 | $235.7K | 0.05% | −83−4.1% | Reduced |
| AlTi Global, Inc. | 1,935 | $236.1K | 0.01% | −213−9.9% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,939 | $236.4K | 0.18% | +1+0.1% | Added |
| Second Half Financial Partners, LLC | 1,942 | $236.9K | 0.12% | −30−1.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,946 | $237.4K | 0.02% | +41+2.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,955 | $238.0K | 0.11% | −73−3.6% | Reduced |
| tru Independence LLC | 1,952 | $238.1K | 0.07% | +20+1.0% | Added |
| Rappaport Reiches Capital Management, LLC | 1,953 | $238.2K | 0.06% | +1,953 | New |
| Plato Investment Management Ltd | 1,935 | $238.6K | 0.02% | 00.0% | Unchanged |
| Meridian Financial, LLC | 1,956 | $238.6K | 0.17% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,216 | $238.8K | 0.08% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,958 | $238.8K | 0.08% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,968 | $240.0K | 0.07% | +36+1.9% | Added |
| Aventura Private Wealth, LLC | 1,975 | $240.9K | 0.13% | +14+0.7% | Added |
| West Branch Capital LLC | 1,978 | $241.3K | 0.08% | −56−2.8% | Reduced |
| GeoWealth Management, LLC | 1,979 | $241.4K | 0.01% | −289−12.7% | Reduced |
| Charter Oak Capital Management, LLC | 1,980 | $241.5K | 0.02% | +18+0.9% | Added |
| Van Hulzen Asset Management, LLC | 1,981 | $241.6K | 0.02% | −2−0.1% | Reduced |
| SFMG, LLC | 1,981 | $241.6K | 0.02% | +16+0.8% | Added |
| Uniting Wealth Partners, LLC | 1,984 | $241.9K | 0.12% | +4+0.2% | Added |
| Lawson Kroeker Investment Management Inc | 1,991 | $242.8K | 0.04% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 1,991 | $242.8K | 0.05% | +1,991 | New |
| Westover Capital Advisors, LLC | 2,000 | $243.9K | 0.05% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 2,000 | $243.9K | 0.25% | 00.0% | Unchanged |
| Bremer Bank National Association | 2,001 | $244.1K | 0.04% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,004 | $244.4K | 0.03% | −178−8.2% | Reduced |
| Semus Wealth Partners LLC | 2,004 | $244.4K | 0.17% | +16+0.8% | Added |
| Mill Creek Capital Advisors, LLC | 2,007 | $244.8K | 0.01% | +2,007 | New |
| Atlantic Family Wealth, LLC | 2,015 | $245.8K | 0.23% | +124+6.6% | Added |
| Castleview Partners, LLC | 2,016 | $245.9K | 0.17% | −138−6.4% | Reduced |
| Chung Wu Investment Group, LLC | 2,018 | $246.1K | 0.29% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 2,019 | $246.3K | 0.17% | +2,019 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,027 | $247.3K | 0.14% | +12+0.6% | Added |
| Old Point Trust & Financial Services N A | 2,030 | $247.6K | 0.09% | +948+87.6% | Added |
| Stokes Family Office, LLC | 2,039 | $248.7K | 0.03% | −273−11.8% | Reduced |
| Founders Grove Wealth Partners, LLC | 2,041 | $248.9K | 0.07% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,138 | $249.3K | 0.05% | +2,138 | New |
| Onefund, LLC | 2,048 | $249.8K | 0.25% | +2+0.1% | Added |
| Letko, Brosseau & Associates Inc | 2,050 | $250.0K | 0.01% | −2,050−50.0% | Reduced |
| First Financial Bankshares Inc | 2,052 | $250.3K | 0.01% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 2,056 | $250.7K | 0.08% | −16−0.8% | Reduced |
| Mechanics Financial Corp | 2,057 | $250.9K | 0.11% | 00.0% | Unchanged |
| Forum Financial Management, LP | 2,062 | $251.4K | 0.00% | +2+0.1% | Added |
| Pioneer Trust Bank N A | 2,066 | $252.0K | 0.07% | +2,066 | New |
| Fountainhead AM, LLC | 2,068 | $252.2K | 0.04% | +22+1.1% | Added |
| Abound Financial, LLC | 2,070 | $252.5K | 0.13% | +16+0.8% | Added |
| Stone Run Capital, LLC | 2,071 | $252.6K | 0.11% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 2,075 | $253.1K | 0.06% | +16+0.8% | Added |
| United Advisor Group, LLC | 2,080 | $253.7K | 0.05% | −1,091−34.4% | Reduced |
| Winthrop Advisory Group LLC | 2,083 | $254.1K | 0.03% | −12−0.6% | Reduced |
| bLong Financial, LLC | 2,084 | $254.2K | 0.23% | 00.0% | Unchanged |
| Heritage Trust Co | 2,097 | $255.8K | 0.03% | −372−15.1% | Reduced |
| WealthTrust Asset Management, LLC | 2,100 | $256.2K | 0.19% | +8+0.4% | Added |
| Longboard Asset Management, LP | 2,101 | $256.3K | 0.75% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 2,102 | $256.4K | 0.03% | +2,102 | New |
| Penobscot Investment Management Company, Inc. | 2,106 | $256.9K | 0.02% | +2,106 | New |
| Pring Turner Capital Group Inc | 2,107 | $257.0K | 0.16% | +173+8.9% | Added |
| Redhawk Wealth Advisors, Inc. | 2,114 | $257.8K | 0.03% | +18+0.9% | Added |
| Legacy Capital Wealth Partners, LLC | 2,114 | $257.9K | 0.06% | +119+6.0% | Added |
| Auxano Advisors, LLC | 2,119 | $258.5K | 0.07% | +25+1.2% | Added |
| Essex Investment Management Co LLC | 2,122 | $258.8K | 0.05% | −6−0.3% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,125 | $259.2K | 0.17% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 2,125 | $259.2K | 0.03% | +268+14.4% | Added |
| Angeles Wealth Management, LLC | 2,126 | $259.3K | 0.02% | +162+8.2% | Added |
| Curat Global, LLC | 2,043 | $259.7K | 0.32% | +2,043 | New |
| Everpar Advisors LLC | 2,129 | $259.7K | 0.14% | +2,129 | New |
| Canal Capital Management, LLC | 2,138 | $260.8K | 0.04% | −4,442−67.5% | Reduced |
| Capital Advantage, Inc. | 2,439 | $262.8K | 0.05% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 2,154 | $262.8K | 0.12% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,268 | $265.0K | 0.18% | −678−23.0% | Reduced |
| Roble, Belko & Company, Inc | 2,182 | $266.0K | 0.04% | 00.0% | Unchanged |
| Optimize Financial Inc | 2,183 | $266.3K | 0.10% | +2,183 | New |
| Capital Planning Advisors, LLC | 2,197 | $268.0K | 0.04% | +13+0.6% | Added |
| Legacy Private Trust Co. | 2,200 | $268.3K | 0.02% | +2,200 | New |