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 |
|---|---|---|---|---|---|
| Lazari Capital Management, Inc. | 2,545 | $310.4K | 0.13% | +15+0.6% | Added |
| Riverbend Wealth Management, LLC | 2,546 | $310.6K | 0.28% | +22+0.9% | Added |
| Hamilton Point Investment Advisors, LLC | 2,551 | $311.1K | 0.06% | +51+2.0% | Added |
| EntryPoint Capital, LLC | 2,554 | $311.5K | 0.14% | +2,554 | New |
| American Money Management, LLC | 2,556 | $311.8K | 0.06% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,557 | $311.8K | 0.05% | −189−6.9% | Reduced |
| Indiana Trust & Investment Management CO | 2,562 | $312.5K | 0.11% | +415+19.3% | Added |
| Centurion Wealth Management LLC | 2,904 | $312.8K | 0.10% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,574 | $314.0K | 0.00% | −27−1.0% | Reduced |
| First Nebraska Trust Co | 2,578 | $314.4K | 0.03% | −15−0.6% | Reduced |
| Opal Wealth Advisors, LLC | 2,578 | $314.5K | 0.10% | +412+19.0% | Added |
| Rossmore Private Capital | 2,587 | $315.5K | 0.04% | −844−24.6% | Reduced |
| Citizens National Bank Trust Department | 2,607 | $318.0K | 0.07% | −175−6.3% | Reduced |
| Elmwood Wealth Management, Inc. | 2,611 | $318.5K | 0.13% | −100−3.7% | Reduced |
| Partnership Wealth Management, LLC | 2,612 | $318.6K | 0.27% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,615 | $319.0K | 0.18% | −11−0.4% | Reduced |
| Royal Capital Wealth Management, LLC | 2,618 | $319.3K | 0.22% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,620 | $319.6K | 0.12% | −348−11.7% | Reduced |
| Richardson Financial Services Inc. | 2,623 | $319.9K | 0.24% | +38+1.5% | Added |
| Cravens & Co Advisors, LLC | 2,627 | $320.4K | 0.25% | +3+0.1% | Added |
| Proficio Capital Partners LLC | 2,628 | $320.5K | 0.02% | +13+0.5% | Added |
| Lokken Investment Group LLC | 2,633 | $321.2K | 0.14% | +84+3.3% | Added |
| Spinnaker Investment Group, LLC | 2,638 | $321.8K | 0.07% | +10.0% | Added |
| F/M Investments LLC | 2,643 | $322.1K | 0.01% | −881−25.0% | Reduced |
| Griffin Asset Management, Inc. | 2,648 | $323.0K | 0.04% | +11+0.4% | Added |
| Van Cleef Asset Management,Inc | 2,649 | $323.1K | 0.04% | −100−3.6% | Reduced |
| Oxbow Advisors, LLC | 2,649 | $323.1K | 0.03% | +2,649 | New |
| MBB Public Markets I LLC | 2,651 | $323.3K | 0.04% | +2,651 | New |
| Buttonwood Financial Advisors Inc. | 2,653 | $323.5K | 0.14% | −46−1.7% | Reduced |
| Titleist Asset Management, LLC | 2,655 | $323.8K | 0.04% | −229−7.9% | Reduced |
| Advus Financial Partners, LLC | 2,665 | $325.0K | 0.09% | +228+9.4% | Added |
| Drive Wealth Management, LLC | 2,667 | $325.2K | 0.08% | +561+26.6% | Added |
| Ritter Daniher Financial Advisory LLC | 2,676 | $326.4K | 0.09% | +2+0.1% | Added |
| May Hill Capital, LLC | 2,681 | $327.0K | 0.12% | +17+0.6% | Added |
| Rosenberg Matthew Hamilton | 2,682 | $327.1K | 0.08% | −3−0.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2,685 | $327.5K | 0.18% | 00.0% | Unchanged |
| Burns J W & Co Inc | 2,691 | $328.2K | 0.04% | −666−19.8% | Reduced |
| Bridgewater Advisors Inc. | 2,702 | $328.9K | 0.03% | +2,702 | New |
| Chelsea Counsel Co | 2,701 | $329.4K | 0.18% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,702 | $329.6K | 0.13% | −596−18.1% | Reduced |
| Fortress Wealth Group, LLC | 2,709 | $329.6K | 0.16% | +8+0.3% | Added |
| Warm Springs Advisors Inc. | 2,705 | $329.9K | 0.33% | +100+3.8% | Added |
| Carl P. Sherr & Co., LLC | 2,721 | $331.9K | 0.18% | 00.0% | Unchanged |
| RDA Financial Network | 2,727 | $332.6K | 0.10% | +2,727 | New |
| Fiduciary Financial Group, LLC | 2,850 | $333.0K | 0.07% | +102+3.7% | Added |
| Robertson Stephens Wealth Management, LLC | 2,730 | $333.0K | 0.01% | −166−5.7% | Reduced |
| Blossom Wealth Management | 2,735 | $333.6K | 0.67% | −25−0.9% | Reduced |
| Private Capital Management, LLC | 2,737 | $333.9K | 0.04% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 2,755 | $336.0K | 0.21% | +333+13.7% | Added |
| Horizon Investment Services, LLC | 2,759 | $336.6K | 0.16% | −52−1.8% | Reduced |
| SkyView Investment Advisors, LLC | 2,760 | $337.0K | 0.05% | +2,760 | New |
| First Heartland Consultants, Inc. | 2,769 | $337.7K | 0.03% | −50−1.8% | Reduced |
| Interchange Capital Partners, LLC | 2,771 | $337.9K | 0.09% | +28+1.0% | Added |
| Asset Allocation & Management Company, LLC | 2,775 | $338.0K | 0.17% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2,774 | $338.3K | 0.05% | +2,774 | New |
| Nalls Sherbakoff Group, LLC | 2,778 | $338.8K | 0.28% | +2,778 | New |
| Generation Capital Management LLC | 2,785 | $339.7K | 0.31% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 2,787 | $339.9K | 0.04% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 2,794 | $340.8K | 0.09% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 2,796 | $341.0K | 0.05% | +64+2.3% | Added |
| OneAscent Wealth Management LLC | 2,797 | $341.0K | 0.15% | −171−5.8% | Reduced |
| Invst, LLC | 2,796 | $341.0K | 0.05% | −258−8.4% | Reduced |
| Accel Wealth Management | 2,797 | $341.2K | 0.12% | −263−8.6% | Reduced |
| Mason & Associates, LLC | 2,812 | $343.0K | 0.10% | +3+0.1% | Added |
| Wealthcare Capital Partners, LLC | 2,812 | $343.0K | 0.18% | +64+2.3% | Added |
| Community Financial Services Group, LLC | 2,819 | $343.8K | 0.07% | −1,700−37.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,820 | $344.0K | 0.05% | +14+0.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,828 | $344.9K | 0.00% | −266,526−99.0% | Reduced |
| Optas, LLC | 2,830 | $345.2K | 0.06% | +221+8.5% | Added |
| International Private Wealth Advisors LLC | 2,833 | $345.5K | 0.33% | +94+3.4% | Added |
| Wimmer Associates 1, LLC | 3,056 | $345.5K | 0.18% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,852 | $347.9K | 0.12% | +1,388+94.8% | Added |
| Holcombe Financial, Inc. | 2,853 | $348.0K | 0.29% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 2,897 | $348.6K | 0.02% | −8−0.3% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,859 | $348.7K | 0.04% | +764+36.5% | Added |
| Investors Asset Management of Georgia Inc | 2,862 | $349.0K | 0.18% | −83−2.8% | Reduced |
| Calamos Wealth Management LLC | 2,871 | $350.2K | 0.02% | +42+1.5% | Added |
| West Chester Capital Advisors, Inc | 2,888 | $352.2K | 0.20% | −203−6.6% | Reduced |
| Ellis Investment Partners, LLC | 2,895 | $353.1K | 0.07% | +415+16.7% | Added |
| PSI Advisors, LLC | 2,901 | $353.8K | 0.12% | −2,112−42.1% | Reduced |
| Advisor Resource Council | 2,906 | $354.4K | 0.03% | +2,906 | New |
| SpringVest Wealth Management LLC | 2,914 | $355.4K | 0.29% | −105−3.5% | Reduced |
| Boston Trust Walden Corp | 2,918 | $355.9K | 0.00% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,918 | $355.9K | 0.20% | +2,918 | New |
| Central Bank & Trust Co | 2,922 | $356.4K | 0.06% | +204+7.5% | Added |
| Van Strum & Towne Inc. | 2,939 | $358.5K | 0.12% | +2,939 | New |
| Transcend Wealth Collective, LLC | 2,948 | $359.6K | 0.03% | −199−6.3% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 2,950 | $359.8K | 0.06% | −95−3.1% | Reduced |
| Uncommon Cents Investing LLC | 2,970 | $362.3K | 0.11% | −5−0.2% | Reduced |
| DRW Securities, LLC | 2,988 | $364.4K | 0.03% | +2,988 | New |
| Quent Capital, LLC | 2,993 | $365.1K | 0.04% | +86+3.0% | Added |
| Walter Public Investments Inc. | 3,000 | $365.9K | 0.07% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,000 | $365.9K | 0.05% | +3,000 | New |
| JB Capital LLC | 3,003 | $366.2K | 0.02% | +133+4.6% | Added |
| Cascade Investment Group, Inc. | 3,010 | $367.1K | 0.28% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 3,012 | $367.4K | 0.12% | +103+3.5% | Added |
| MKT Advisors LLC | 3,145 | $367.5K | 0.17% | −150−4.6% | Reduced |
| Market Street Wealth Management Advisors LLC | 3,016 | $367.8K | 0.06% | +110+3.8% | Added |
| Enterprise Financial Services Corp | 3,021 | $368.5K | 0.22% | −107−3.4% | Reduced |
| New Hampshire Trust | 3,024 | $368.8K | 0.08% | −919−23.3% | Reduced |