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 |
|---|---|---|---|---|---|
| Novem Group | 3,030 | $369.6K | 0.05% | +246+8.8% | Added |
| Midland Wealth Advisors LLC | 3,031 | $369.7K | 0.02% | −1,519−33.4% | Reduced |
| Alpine Bank Wealth Management | 3,031 | $369.7K | 0.06% | +3,031 | New |
| Revolve Wealth Partners, LLC | 3,034 | $370.1K | 0.05% | +84+2.8% | Added |
| Pure Financial Advisors, Inc. | 3,037 | $370.4K | 0.01% | +564+22.8% | Added |
| Jackson Wealth Management, LLC | 3,043 | $371.0K | 0.05% | 00.0% | Unchanged |
| Exchange Bank | 3,045 | $371.4K | 0.30% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,051 | $372.1K | 0.16% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 3,089 | $372.8K | 0.21% | +20+0.7% | Added |
| Atlas Wealth Partners, LLC | 3,057 | $373.0K | 0.46% | +475+18.4% | Added |
| LSP Investment Advisors, LLC | 3,060 | $373.2K | 0.32% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 3,068 | $374.2K | 0.25% | −305−9.0% | Reduced |
| Union Savings Bank | 3,073 | $374.8K | 0.18% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,077 | $375.3K | 0.02% | 00.0% | Unchanged |
| Texas Bank & Trust Co | 3,081 | $375.8K | 0.16% | −4−0.1% | Reduced |
| MCF Advisors LLC | 3,082 | $375.9K | 0.03% | −114−3.6% | Reduced |
| Meridian Wealth Partners, LLC | 3,087 | $376.5K | 0.06% | −84−2.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,089 | $376.7K | 0.11% | +175+6.0% | Added |
| Channel Wealth LLC | 3,094 | $377.3K | 0.12% | +22+0.7% | Added |
| Means Investment Co., Inc. | 3,096 | $377.6K | 0.04% | −385−11.1% | Reduced |
| Westhampton Capital, LLC | 3,097 | $377.7K | 0.21% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,104 | $378.5K | 0.17% | +242+8.5% | Added |
| Spears Abacus Advisors LLC | 3,105 | $378.7K | 0.01% | −469−13.1% | Reduced |
| Univest Financial Corp | 3,105 | $378.7K | 0.02% | −259−7.7% | Reduced |
| City National Bank of Florida | 3,106 | $378.8K | 0.34% | +332+12.0% | Added |
| Norris Perne & French LLP | 3,116 | $380.1K | 0.03% | −80−2.5% | Reduced |
| Evoke Wealth, LLC | 3,131 | $381.8K | 0.01% | +581+22.8% | Added |
| Xcel Wealth Management, LLC | 3,139 | $382.9K | 0.12% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,144 | $383.5K | 0.09% | −485−13.4% | Reduced |
| Atlantic Trust, LLC | 3,150 | $384.2K | 0.09% | −187−5.6% | Reduced |
| Fagan Associates, Inc. | 3,150 | $384.2K | 0.06% | −27−0.8% | Reduced |
| Summit Asset Management, LLC | 3,155 | $384.8K | 0.07% | −800−20.2% | Reduced |
| McGowan Group Asset Management, Inc. | 3,159 | $385.3K | 0.05% | +83+2.7% | Added |
| Financial Advisors Network, Inc. | 3,161 | $385.6K | 0.06% | +81+2.6% | Added |
| BKM Wealth Management, LLC | 3,163 | $385.9K | 0.16% | −10.0% | Reduced |
| Ameriflex Group, Inc. | 3,166 | $386.2K | 0.16% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3,166 | $386.2K | 0.08% | +64+2.1% | Added |
| 44 Wealth Management LLC | 3,167 | $386.3K | 0.14% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 3,168 | $386.4K | 0.15% | +491+18.3% | Added |
| Marathon Capital Management | 3,172 | $386.9K | 0.10% | −100−3.1% | Reduced |
| Beaton Management Co. Inc. | 3,171 | $387.0K | 0.20% | −134−4.1% | Reduced |
| Sawgrass Asset Management LLC | 3,177 | $387.5K | 0.05% | −98−3.0% | Reduced |
| Live Oak Investment Partners | 3,178 | $387.6K | 0.31% | – | – |
| Baker Boyer National Bank | 3,179 | $387.7K | 0.14% | 00.0% | Unchanged |
| St Germain D J Co Inc | 3,180 | $387.9K | 0.02% | −1,438−31.1% | Reduced |
| North Star Investment Management Corp. | 3,182 | $388.1K | 0.03% | 00.0% | Unchanged |
| Burney Co | 3,192 | $389.3K | 0.01% | −195−5.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,194 | $389.6K | 0.01% | −3,476−52.1% | Reduced |
| Bestgate Wealth Advisors, LLC | 3,198 | $390.0K | 0.81% | −23−0.7% | Reduced |
| Charles Schwab Trust Co | 3,207 | $391.2K | 0.03% | +200+6.7% | Added |
| Timonier Family Office, LTD. | 3,235 | $394.6K | 0.17% | −137−4.1% | Reduced |
| Pine Harbor Wealth Management, LLC | 3,235 | $394.6K | 0.16% | +2+0.1% | Added |
| Lindbrook Capital, LLC | 3,240 | $395.2K | 0.04% | +40+1.3% | Added |
| LBMC Investment Advisors, LLC | 3,242 | $395.5K | 0.03% | +10.0% | Added |
| CVFG LLC | 3,250 | $396.4K | 0.36% | +186+6.1% | Added |
| Holistic Financial Partners | 3,253 | $396.8K | 0.19% | +3,253 | New |
| Cim Investment Mangement Inc | 3,259 | $397.5K | 0.09% | −3−0.1% | Reduced |
| MWA Asset Management | 3,260 | $397.6K | 0.28% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 3,264 | $398.1K | 0.06% | −1,030−24.0% | Reduced |
| Duncker Streett & Co Inc | 3,265 | $398.2K | 0.08% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,268 | $398.6K | 0.12% | +193+6.3% | Added |
| Boothbay Fund Management, LLC | 3,278 | $399.8K | 0.01% | +3,278 | New |
| Soltis Investment Advisors LLC | 3,283 | $400.4K | 0.04% | −51−1.5% | Reduced |
| Cladis Investment Advisory, LLC | 3,287 | $400.9K | 0.29% | −10.0% | Reduced |
| Capital Asset Advisory Services LLC | 3,340 | $402.1K | 0.02% | −457−12.0% | Reduced |
| Mindset Wealth Management, LLC | 3,300 | $402.5K | 0.16% | +1,000+43.5% | Added |
| Commonwealth Financial Services, LLC | 3,301 | $402.6K | 0.08% | −36−1.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 3,302 | $402.7K | 0.01% | +492+17.5% | Added |
| L2 Asset Management, LLC | 3,304 | $403.0K | 0.08% | +325+10.9% | Added |
| Beacon Investment Advisors LLC | 3,305 | $403.2K | 0.19% | +124+3.9% | Added |
| CWS Financial Advisors, LLC | 3,308 | $403.5K | 0.13% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,315 | $404.4K | 0.07% | −588−15.1% | Reduced |
| First Business Financial Services, Inc. | 3,316 | $404.5K | 0.04% | −250−7.0% | Reduced |
| Quotient Wealth Partners, LLC | 3,317 | $404.6K | 0.01% | +221+7.1% | Added |
| Muirfield Wealth Advisors LLC | 3,323 | $405.3K | 0.34% | +28+0.8% | Added |
| Latitude Advisors, LLC | 3,328 | $405.9K | 0.24% | −541−14.0% | Reduced |
| Prostatis Group LLC | 3,330 | $406.2K | 0.13% | −300−8.3% | Reduced |
| Flagship Harbor Advisors, LLC | 3,332 | $406.4K | 0.02% | −924−21.7% | Reduced |
| William B. Walkup & Associates, Inc. | 3,341 | $407.5K | 0.25% | 00.0% | Unchanged |
| Fairvoy Private Wealth, LLC | 3,342 | $407.6K | 0.11% | +70+2.1% | Added |
| Strategic Wealth Designers | 3,343 | $407.8K | 0.71% | −83,083−96.1% | Reduced |
| CNB Bank | 3,350 | $408.6K | 0.21% | −1,034−23.6% | Reduced |
| CRA Financial Services, LLC | 3,360 | $409.8K | 0.07% | 00.0% | Unchanged |
| OMC Financial Services LTD | 3,378 | $412.0K | 0.18% | +4+0.1% | Added |
| RKL Wealth Management LLC | 3,404 | $415.2K | 0.04% | +3,404 | New |
| YANKCOM Partnership | 3,412 | $416.2K | 0.23% | −1,752−33.9% | Reduced |
| Resurgent Financial Advisors LLC | 3,426 | $417.9K | 0.25% | −100−2.8% | Reduced |
| First Citizens Financial Corp | 3,427 | $418.0K | 0.24% | 00.0% | Unchanged |
| Asset Planning,Inc | 3,431 | $418.5K | 0.33% | +5+0.1% | Added |
| Flaharty Asset Management, LLC | 3,446 | $420.3K | 0.06% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 3,447 | $420.4K | 0.15% | +9+0.3% | Added |
| Gradient Investments LLC | 3,454 | $421.2K | 0.01% | +1,003+40.9% | Added |
| Code Waechter LLC | 3,456 | $422.0K | 0.35% | +3,456 | New |
| TRUE Private Wealth Advisors | 3,470 | $423.3K | 0.05% | +170+5.2% | Added |
| Grove Bank & Trust | 3,472 | $423.5K | 0.06% | −2,331−40.2% | Reduced |
| Birch Financial Group, LLC | 3,478 | $424.2K | 0.38% | +3,478 | New |
| Verus Financial Partners, Inc. | 3,523 | $424.5K | 0.05% | +2+0.1% | Added |
| Alliance Wealth Advisors, LLC | 3,488 | $425.4K | 0.25% | −54−1.5% | Reduced |
| Freestone Capital Holdings, LLC | 3,488 | $425.4K | 0.02% | +1,143+48.7% | Added |
| Mosaic Family Wealth Partners, LLC | 3,497 | $426.6K | 0.06% | +207+6.3% | Added |