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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 2,222 | $270.0K | 0.01% | −385−14.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,324 | $270.3K | 0.12% | +14+0.6% | Added |
| City State Bank | 2,217 | $270.4K | 0.09% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 2,220 | $270.7K | 0.14% | +7+0.3% | Added |
| Berry Wealth Group, LP | 2,222 | $271.0K | 0.21% | +2,222 | New |
| Intergy Private Wealth, LLC | 2,223 | $271.1K | 0.10% | +110+5.2% | Added |
| M. Kraus & Co | 2,229 | $271.9K | 0.08% | 00.0% | Unchanged |
| Summit X, LLC | 2,231 | $272.1K | 0.06% | −27−1.2% | Reduced |
| Perennial Investment Advisors, LLC | 2,232 | $272.3K | 0.03% | +129+6.1% | Added |
| Peak Planning Group, LLC | 2,235 | $272.6K | 0.11% | +192+9.4% | Added |
| Matrix Private Capital Group LLC | 2,237 | $272.9K | 0.16% | −11−0.5% | Reduced |
| Gleason Group, Inc. | 2,239 | $273.1K | 0.05% | −157−6.6% | Reduced |
| Severin Investments, LLC | 2,239 | $273.1K | 0.27% | +109+5.1% | Added |
| Manske Wealth Management | 2,248 | $274.2K | 0.10% | +102+4.8% | Added |
| Sanders Morris Harris LLC | 2,250 | $274.4K | 0.04% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 2,256 | $275.2K | 0.01% | +427+23.3% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,264 | $276.0K | 0.10% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 2,264 | $276.2K | 0.17% | +216+10.5% | Added |
| Papp L Roy & Associates | 2,266 | $276.4K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,268 | $276.6K | 0.14% | +90+4.1% | Added |
| Vantage Financial Partners, LLC | 2,270 | $276.9K | 0.07% | −19−0.8% | Reduced |
| Monticello Wealth Management, LLC | 2,276 | $277.6K | 0.02% | +10.0% | Added |
| McLean Asset Management Corp | 2,395 | $277.7K | 0.09% | −186−7.2% | Reduced |
| Sentinus, LLC | 2,277 | $277.7K | 0.08% | −142−5.9% | Reduced |
| TrueWealth Advisors, LLC | 2,278 | $277.9K | 0.09% | −15−0.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,278 | $278.0K | 0.05% | +112+5.2% | Added |
| Wrapmanager Inc | 2,283 | $278.5K | 0.07% | −193−7.8% | Reduced |
| Bath Savings Trust Co | 2,287 | $278.9K | 0.03% | +25+1.1% | Added |
| Hurlow Wealth Management Group, Inc. | 2,287 | $279.0K | 0.09% | +2+0.1% | Added |
| Sunpointe, LLC | 2,290 | $279.3K | 0.15% | +13+0.6% | Added |
| Slagle Financial, LLC | 2,294 | $279.8K | 0.12% | −309−11.9% | Reduced |
| Virtue Capital Management, LLC | 2,298 | $280.0K | 0.03% | +269+13.3% | Added |
| First Financial Corp | 2,301 | $280.7K | 0.14% | −220−8.7% | Reduced |
| Mainsail Asset Management, LLC | 2,301 | $280.7K | 0.19% | +31+1.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 2,307 | $281.0K | 0.13% | −567−19.7% | Reduced |
| Bridge Creek Capital Management LLC | 2,307 | $281.4K | 0.09% | 00.0% | Unchanged |
| Abel Hall, LLC | 2,308 | $281.5K | 0.17% | +2,308 | New |
| Pinnacle Bancorp, Inc. | 2,317 | $282.6K | 0.09% | +25+1.1% | Added |
| Pettinga Financial Advisors, LLC | 2,317 | $282.6K | 0.07% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,328 | $283.9K | 0.02% | −9−0.4% | Reduced |
| Front Row Advisors LLC | 2,342 | $285.7K | 0.11% | −968−29.2% | Reduced |
| Sivia Capital Partners, LLC | 2,344 | $285.9K | 0.13% | +91+4.0% | Added |
| Peoples Bank | 2,349 | $286.5K | 0.19% | −416−15.0% | Reduced |
| Kraematon Investment Advisors, Inc | 2,349 | $286.5K | 0.29% | −321−12.0% | Reduced |
| Patron Partners Advisors, LLC | 2,357 | $287.5K | 0.16% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,365 | $288.4K | 0.19% | +4+0.2% | Added |
| FSB Premier Wealth Management, Inc. | 2,382 | $290.5K | 0.11% | −294−11.0% | Reduced |
| Kennebec Savings Bank | 2,385 | $290.9K | 0.31% | −1,136−32.3% | Reduced |
| Consolidated Planning Corp | 2,387 | $291.1K | 0.04% | −368−13.4% | Reduced |
| M.E. Allison & Co., Inc. | 2,387 | $291.3K | 0.29% | +2+0.1% | Added |
| Joule Financial, LLC | 2,394 | $292.0K | 0.10% | +50+2.1% | Added |
| Allegiance Financial Group Advisory Services LLC | 2,397 | $292.3K | 0.09% | +2,397 | New |
| Revere Asset Management, Inc | 2,400 | $292.7K | 0.32% | −890−27.1% | Reduced |
| Apriem Advisors | 2,400 | $292.7K | 0.03% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 2,400 | $292.8K | 0.16% | +7+0.3% | Added |
| Colonial River Wealth Management, LLC | 2,404 | $293.2K | 0.16% | −83−3.3% | Reduced |
| Tucker Asset Management LLC | 2,405 | $293.3K | 0.10% | −157−6.1% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,406 | $293.5K | 0.03% | −100−4.0% | Reduced |
| Kathmere Capital Management, LLC | 2,410 | $293.9K | 0.02% | +2,410 | New |
| Diversified Enterprises, LLC | 2,410 | $293.9K | 0.02% | +2,410 | New |
| Koss-Olinger Consulting, LLC | 2,413 | $294.0K | 0.02% | +2,413 | New |
| Partners Wealth Management, LLC | 2,413 | $294.3K | 0.33% | −133−5.2% | Reduced |
| Horan Capital Advisors, LLC. | 2,414 | $294.4K | 0.10% | +310+14.7% | Added |
| Yelin Lapidot Holdings Management Ltd. | 2,419 | $295.0K | 0.06% | −734−23.3% | Reduced |
| Consolidated Portfolio Review Corp | 2,420 | $295.2K | 0.05% | +10.0% | Added |
| Lockerman Financial Group, Inc. | 2,422 | $295.4K | 0.45% | +22+0.9% | Added |
| Cozad Asset Management Inc | 2,423 | $295.5K | 0.03% | +233+10.6% | Added |
| Triad Wealth Partners, LLC | 2,431 | $296.5K | 0.09% | +328+15.6% | Added |
| Clear Creek Financial Management, LLC | 2,441 | $297.7K | 0.03% | +86+3.7% | Added |
| Fortis Capital Advisors, LLC | 2,448 | $298.6K | 0.06% | +287+13.3% | Added |
| Miller Financial Services LLC | 2,448 | $298.6K | 0.43% | −555−18.5% | Reduced |
| E Fund Management Co., Ltd. | 2,450 | $298.8K | 0.01% | +577+30.8% | Added |
| FRG Family Wealth Advisors LLC | 2,450 | $298.8K | 0.06% | −10−0.4% | Reduced |
| Wealth Quarterback LLC | 2,450 | $298.9K | 0.17% | +14+0.6% | Added |
| FDx Advisors, Inc. | 2,454 | $299.0K | 0.10% | −31−1.2% | Reduced |
| Versant Capital Management, Inc | 2,453 | $299.2K | 0.05% | +1,355+123.4% | Added |
| Stanley-Laman Group, Ltd. | 2,454 | $299.3K | 0.05% | +47+2.0% | Added |
| Tyler-Stone Wealth Management | 2,455 | $299.5K | 0.05% | −135−5.2% | Reduced |
| VeraBank, N.A. | 2,462 | $300.3K | 0.08% | −12−0.5% | Reduced |
| North Star Asset Management Inc | 2,462 | $300.3K | 0.01% | −158−6.0% | Reduced |
| Weatherly Asset Management L. P. | 2,469 | $301.1K | 0.03% | +10.0% | Added |
| Cromwell Holdings LLC | 2,469 | $301.1K | 0.19% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,473 | $301.7K | 0.15% | −157−6.0% | Reduced |
| United Asset Strategies, Inc. | 2,475 | $301.8K | 0.03% | −332−11.8% | Reduced |
| Red Wave Investments LLC | 2,476 | $302.0K | 0.11% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 2,485 | $303.1K | 0.02% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,486 | $303.2K | 0.06% | −26−1.0% | Reduced |
| Joel Adams & Associates, Inc. | 2,489 | $303.6K | 0.27% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,500 | $304.9K | 0.08% | 00.0% | Unchanged |
| Maltin Wealth Management, Inc. | 2,500 | $304.9K | 0.14% | +2,500 | New |
| Foster Group, Inc. | 2,502 | $305.2K | 0.01% | +154+6.6% | Added |
| Eagle Strategies LLC | 2,504 | $305.4K | 0.05% | +2,504 | New |
| Washington Trust Advisors, Inc. | 2,505 | $305.5K | 0.03% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 2,505 | $305.5K | 0.23% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,510 | $306.1K | 0.04% | +25+1.0% | Added |
| LCM Capital Management Inc | 2,516 | $306.9K | 0.18% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 2,517 | $307.0K | 0.08% | −35−1.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,519 | $307.3K | 0.05% | +104+4.3% | Added |
| Beirne Wealth Consulting Services, LLC | 2,532 | $308.9K | 0.11% | +7+0.3% | Added |
| VestGen Advisors, LLC | 2,533 | $309.0K | 0.01% | +2,533 | New |