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
- 2,258
- +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
- 928 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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 3,525 | $429.9K | 0.04% | +147+4.4% | Added |
| Harold Davidson & Associates Inc. | 3,531 | $430.7K | 0.24% | +520+17.3% | Added |
| Aldebaran Financial Inc. | 3,535 | $431.2K | 0.53% | −13−0.4% | Reduced |
| Clayton Financial Group LLC | 3,537 | $431.4K | 0.16% | +3+0.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,547 | $432.6K | 0.04% | +3,547 | New |
| Sterling Investment Counsel, LLC | 3,554 | $433.5K | 0.15% | +291+8.9% | Added |
| BayBridge Capital Group, LLC | 3,555 | $433.5K | 0.31% | −7,247−67.1% | Reduced |
| Camden Capital, LLC | 3,557 | $433.9K | 0.05% | +177+5.2% | Added |
| ERTS Wealth Advisors, LLC | 3,569 | $435.3K | 0.08% | −113−3.1% | Reduced |
| FLC Capital Advisors | 3,570 | $435.4K | 0.10% | 00.0% | Unchanged |
| BXM Wealth LLC | 3,571 | $435.5K | 0.52% | −17−0.5% | Reduced |
| Marietta Investment Partners LLC | 3,581 | $436.8K | 0.11% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 3,594 | $438.0K | 0.11% | +7+0.2% | Added |
| Secure Asset Management, LLC | 3,593 | $438.2K | 0.09% | +1,402+64.0% | Added |
| Quad-Cities Investment Group, LLC | 3,595 | $438.5K | 0.22% | +7+0.2% | Added |
| VSM Wealth Advisory, LLC | 3,597 | $438.7K | 0.16% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,606 | $439.8K | 0.01% | +299+9.0% | Added |
| Objectivity Squared, LLC | 3,718 | $442.2K | 0.37% | +2+0.1% | Added |
| Diversify Advisory Services, LLC | 3,636 | $442.4K | 0.03% | −106−2.8% | Reduced |
| Goepper Burkhardt LLC | 3,634 | $443.2K | 0.18% | −20−0.5% | Reduced |
| Birchcreek Wealth Management, LLC | 3,635 | $443.4K | 0.28% | 00.0% | Unchanged |
| Keel Point, LLC | 3,640 | $443.9K | 0.03% | +410+12.7% | Added |
| First Western Trust Bank | 3,651 | $445.3K | 0.02% | 00.0% | Unchanged |
| Brighton Securities Corp. | 3,663 | $446.8K | 0.22% | +12+0.3% | Added |
| Horan Securities, Inc. | 3,664 | $446.9K | 0.17% | +129+3.6% | Added |
| Broadwater Capital Management LLC | 3,666 | $447.1K | 0.35% | 00.0% | Unchanged |
| Archetype Wealth Partners | 3,674 | $448.0K | 0.07% | +1,232+50.5% | Added |
| Patriot Investment Management Inc. | 3,680 | $448.9K | 0.03% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 3,695 | $450.7K | 0.20% | +1,641+79.9% | Added |
| Lake Street Financial LLC | 3,717 | $453.4K | 0.07% | +275+8.0% | Added |
| Waddell & Associates, LLC | 3,726 | $454.5K | 0.06% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 3,729 | $454.9K | 0.04% | −25,102−87.1% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,731 | $455.0K | 0.04% | −59−1.6% | Reduced |
| Alps Advisors Inc | 3,735 | $455.6K | 0.00% | +1,068+40.0% | Added |
| Acorn Financial Advisory Services Inc | 3,735 | $455.6K | 0.08% | +490+15.1% | Added |
| Genesis Private Wealth, LLC | 3,737 | $455.8K | 0.24% | −22−0.6% | Reduced |
| World Equity Group, Inc. | 3,821 | $456.1K | 0.13% | +582+18.0% | Added |
| Meridian Investment Counsel Inc. | 3,745 | $456.8K | 0.13% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,758 | $458.4K | 0.09% | −128−3.3% | Reduced |
| Meriwether Wealth & Planning, LLC | 3,759 | $458.5K | 0.30% | +118+3.2% | Added |
| BIP Wealth, LLC | 3,762 | $458.8K | 0.03% | +32+0.9% | Added |
| Brass Tax Wealth Management, Inc | 3,763 | $458.9K | 0.10% | +325+9.5% | Added |
| Absher Wealth Management, LLC | 3,769 | $459.7K | 0.06% | +58+1.6% | Added |
| King Wealth | 3,774 | $460.0K | 0.07% | +254+7.2% | Added |
| Clearwater Capital Advisors, LLC | 3,775 | $460.4K | 0.04% | −1,109−22.7% | Reduced |
| Mayfair Advisory Group, LLC | 3,778 | $460.8K | 0.27% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,798 | $463.3K | 0.06% | +76+2.0% | Added |
| OmniStar Financial Group, Inc. | 3,798 | $463.4K | 0.37% | −617−14.0% | Reduced |
| Savvy Advisors, Inc. | 3,800 | $463.4K | 0.05% | +402+11.8% | Added |
| Wendell David Associates Inc | 3,802 | $464.0K | 0.05% | −1,438−27.4% | Reduced |
| Alliance Wealth Advisors, LLC | 3,806 | $464.2K | 0.12% | −246−6.1% | Reduced |
| Marotta Asset Management | 4,027 | $464.3K | 0.09% | +45+1.1% | Added |
| Baker Avenue Asset Management, LP | 3,815 | $465.4K | 0.01% | −524−12.1% | Reduced |
| Aspiriant, LLC | 3,817 | $465.6K | 0.02% | +74+2.0% | Added |
| Arbor Investment Advisors, LLC | 3,820 | $466.0K | 0.06% | −255−6.3% | Reduced |
| IFC Advisors LLC | 3,830 | $467.1K | 0.10% | −134−3.4% | Reduced |
| NCM Capital Management, LLC | 3,831 | $467.2K | 0.21% | −198−4.9% | Reduced |
| Fairfield, Bush & Co. | 3,834 | $467.6K | 0.30% | +400+11.6% | Added |
| Sage Mountain Advisors LLC | 3,844 | $468.9K | 0.03% | +3,844 | New |
| Cadinha & Co LLC | 3,863 | $471.2K | 0.10% | −300−7.2% | Reduced |
| Fulcrum Equity Management | 3,868 | $471.8K | 0.52% | +26+0.7% | Added |
| Centennial Bank | 3,869 | $471.9K | 0.22% | −360−8.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,875 | $472.6K | 0.01% | +714+22.6% | Added |
| Wright Investors Service Inc | 3,877 | $472.9K | 0.16% | −371−8.7% | Reduced |
| Breakwater Capital Group | 3,882 | $473.5K | 0.08% | +900+30.2% | Added |
| Alta Advisers Ltd | 3,900 | $475.7K | 0.20% | +1,400+56.0% | Added |
| IronBridge Private Wealth, LLC | 3,903 | $476.0K | 0.19% | 00.0% | Unchanged |
| David Loasby | 4,081 | $476.8K | 0.05% | +1,367+50.4% | Added |
| Searle & Co. | 3,911 | $477.0K | 0.14% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,923 | $478.6K | 0.09% | +124+3.3% | Added |
| CMG Global Holdings, LLC | 3,970 | $479.2K | 0.31% | −56−1.4% | Reduced |
| RiverFront Investment Group, LLC | 3,949 | $481.7K | 0.01% | −126−3.1% | Reduced |
| Park Place Capital Corp | 3,957 | $482.7K | 0.13% | −70−1.7% | Reduced |
| Campion Asset Management LLC | 3,963 | $483.4K | 0.37% | −105−2.6% | Reduced |
| Chiron Capital Management, LLC | 3,968 | $484.0K | 0.44% | −686−14.7% | Reduced |
| Garner Asset Management Corp | 3,979 | $485.3K | 0.21% | −189−4.5% | Reduced |
| Westmount Partners, LLC | 3,979 | $485.3K | 0.15% | +25+0.6% | Added |
| Premier Path Wealth Partners, LLC | 3,981 | $485.6K | 0.08% | +8+0.2% | Added |
| Avestar Capital, LLC | 3,987 | $486.3K | 0.05% | −591−12.9% | Reduced |
| Patton Albertson Miller Group, LLC | 3,995 | $487.3K | 0.07% | −606−13.2% | Reduced |
| One Capital Management, LLC | 4,004 | $488.4K | 0.02% | −6−0.1% | Reduced |
| Pallas Capital Advisors LLC | 4,013 | $489.5K | 0.02% | +557+16.1% | Added |
| Truvestments Capital LLC | 4,014 | $489.6K | 0.11% | +1,318+48.9% | Added |
| Conning Inc. | 4,027 | $491.2K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,022 | $494.5K | 0.07% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 4,064 | $495.7K | 0.04% | −1,821−30.9% | Reduced |
| Golden State Wealth Management, LLC | 4,065 | $495.9K | 0.07% | +23+0.6% | Added |
| Journey Strategic Wealth LLC | 4,070 | $496.4K | 0.02% | −23−0.6% | Reduced |
| Verum Partners LLC | 4,072 | $496.7K | 0.13% | +100+2.5% | Added |
| PFG Advisors | 4,103 | $500.4K | 0.03% | +211+5.4% | Added |
| Aaron Wealth Advisors | 4,107 | $500.9K | 0.06% | +306+8.1% | Added |
| Zacks Investment Management | 4,108 | $501.1K | 0.00% | +84+2.1% | Added |
| Fulton Breakefield Broenniman LLC | 4,135 | $504.4K | 0.04% | −1,216−22.7% | Reduced |
| MJP Associates Inc | 4,141 | $505.1K | 0.09% | +741+21.8% | Added |
| Knollwood Investment Advisory, LLC | 4,142 | $505.2K | 0.06% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 4,153 | $507.0K | 0.03% | +17+0.4% | Added |
| Clarius Group, LLC | 4,164 | $507.9K | 0.03% | −5−0.1% | Reduced |
| Southland Equity Partners LLC | 4,167 | $508.3K | 0.12% | +151+3.8% | Added |
| Adirondack Trust Co | 4,173 | $509.0K | 0.20% | −352−7.8% | Reduced |
| Investment Partners Asset Management, Inc. | 4,178 | $509.6K | 0.40% | 00.0% | Unchanged |