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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 601,797 | $73.4M | 0.10% | +16,499+2.8% | Added |
| Millennium Management LLC | 597,146 | $72.8M | 0.07% | −1,023,360−63.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 590,400 | $72.0M | 1.06% | −21,762−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 558,351 | $67.6M | 0.12% | −39,222−6.6% | Reduced |
| Fort Washington Investment Advisors Inc | 554,073 | $67.6M | 0.41% | −11,551−2.0% | Reduced |
| Two Sigma Investments, LP | 538,226 | $65.6M | 0.14% | −395,340−42.3% | Reduced |
| Clark Capital Management Group, Inc. | 526,533 | $64.2M | 0.46% | +91,474+21.0% | Added |
| Advisors Capital Management, LLC | 494,838 | $60.4M | 0.93% | +118,517+31.5% | Added |
| Old Republic International Corporation | 492,231 | $60.0M | 2.33% | −68,500−12.2% | Reduced |
| Cetera Investment Advisers | 491,396 | $59.9M | 0.12% | +47,126+10.6% | Added |
| Soroban Capital Partners LP | 485,677 | $59.2M | 0.84% | +485,677 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 459,252 | $56.0M | 0.12% | +459,252 | New |
| SEI Investments Co | 454,354 | $55.4M | 0.07% | −134,185−22.8% | Reduced |
| Two Sigma Advisers, LP | 452,500 | $55.2M | 0.12% | −24,900−5.2% | Reduced |
| Brandywine Global Investment Management, LLC | 445,048 | $54.3M | 0.39% | −22,633−4.8% | Reduced |
| Epoch Investment Partners, Inc. | 444,601 | $54.2M | 0.28% | −22,482−4.8% | Reduced |
| State of Wisconsin Investment Board | 433,473 | $52.9M | 0.14% | +6,502+1.5% | Added |
| Great West Life Assurance Co | 423,254 | $51.7M | 0.09% | +630+0.1% | Added |
| Prudential Financial Inc | 420,895 | $51.3M | 0.07% | −8,222−1.9% | Reduced |
| Captrust Financial Advisors | 418,872 | $51.1M | 0.13% | +15,391+3.8% | Added |
| Vaughan David Investments LLC | 414,012 | $50.5M | 1.18% | +3,183+0.8% | Added |
| T. Rowe Price Investment Management, Inc. | 408,930 | $49.9M | 0.03% | +408,930 | New |
| Chevy Chase Trust Holdings, Inc. | 408,688 | $49.8M | 0.16% | +1,442+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 408,499 | $49.8M | 0.14% | +34,769+9.3% | Added |
| US Bancorp | 396,360 | $48.3M | 0.06% | +3,108+0.8% | Added |
| Worldquant Millennium Advisors LLC | 379,662 | $46.3M | 0.29% | +333,828+728.3% | Added |
| Standard Life Aberdeen plc | 381,116 | $46.2M | 0.09% | +17,977+5.0% | Added |
| Asset Management One Co.,Ltd. | 377,905 | $46.1M | 0.16% | +10,284+2.8% | Added |
| Edgar Lomax Co | 372,841 | $45.5M | 2.84% | +227,485+156.5% | Added |
| Crawford Investment Counsel Inc | 360,382 | $44.0M | 0.78% | +1,225+0.3% | Added |
| Pictet Asset Management Holding SA | 357,518 | $43.6M | 0.05% | −6,762−1.9% | Reduced |
| Renaissance Technologies LLC | 356,050 | $43.4M | 0.07% | −428,249−54.6% | Reduced |
| Treasurer of the State of North Carolina | 353,232 | $43.1M | 0.17% | +13,780+4.1% | Added |
| Advisor Group Holdings, Inc. | 350,319 | $42.8M | 0.10% | +13,045+3.9% | Added |
| TD Asset Management Inc | 345,143 | $42.1M | 0.04% | −11,759−3.3% | Reduced |
| Energy Income Partners, LLC | 342,939 | $41.8M | 0.80% | +6,904+2.1% | Added |
| MML Investors Services, LLC | 342,529 | $41.8M | 0.14% | +23,069+7.2% | Added |
| M&T Bank Corp | 336,319 | $41.0M | 0.15% | −18,493−5.2% | Reduced |
| Foundry Partners, LLC | 329,922 | $40.2M | 2.13% | +55,670+20.3% | Added |
| Cerity Partners LLC | 329,593 | $40.2M | 0.08% | +30,023+10.0% | Added |
| Gabelli Funds LLC | 327,000 | $39.9M | 0.30% | −1,800−0.5% | Reduced |
| Creative Planning | 325,261 | $39.7M | 0.04% | +15,200+4.9% | Added |
| Heritage Wealth Advisors | 324,092 | $39.5M | 2.00% | +7,364+2.3% | Added |
| Public Employees Retirement System of Ohio | 320,602 | $39.1M | 0.14% | −19,094−5.6% | Reduced |
| CI Private Wealth, LLC | 320,418 | $39.1M | 0.06% | +685+0.2% | Added |
| Resona Asset Management Co.,Ltd. | 320,396 | $39.0M | 0.23% | +18,689+6.2% | Added |
| Fifth Third Bancorp | 312,210 | $38.1M | 0.14% | +15,747+5.3% | Added |
| Stephens Inc | 295,210 | $36.0M | 0.53% | +18,231+6.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 291,667 | $35.6M | 0.12% | +20,942+7.7% | Added |
| Guggenheim Capital LLC | 286,627 | $35.0M | 0.33% | +29,289+11.4% | Added |
| CIBC Asset Management Inc | 285,314 | $34.8M | 0.12% | +69,060+31.9% | Added |
| Mn Services Vermogensbeheer B.V. | 284,300 | $34.7M | 0.27% | −19,300−6.4% | Reduced |
| Toronto Dominion Bank | 281,047 | $34.3M | 0.09% | −143,791−33.8% | Reduced |
| Liberty One Investment Management, LLC | 279,555 | $34.1M | 3.45% | −1,365−0.5% | Reduced |
| Nomura Asset Management Co Ltd | 275,784 | $33.6M | 0.10% | +15,237+5.8% | Added |
| Royal London Asset Management Ltd | 267,613 | $32.6M | 0.08% | +13,647+5.4% | Added |
| Exchange Traded Concepts, LLC | 266,337 | $32.5M | 0.58% | +68,939+34.9% | Added |
| State of Tennessee, Treasury Department | 265,144 | $32.3M | 0.12% | −5,343−2.0% | Reduced |
| State of New Jersey Common Pension Fund D | 261,818 | $31.9M | 0.14% | −26,714−9.3% | Reduced |
| Comerica Bank | 258,867 | $31.6M | 0.13% | −6,982−2.6% | Reduced |
| Man Group plc | 258,064 | $31.5M | 0.09% | +125,139+94.1% | Added |
| Van Eck Associates Corp | 255,090 | $31.1M | 0.04% | +14,996+6.2% | Added |
| Commerce Bank | 251,846 | $30.7M | 0.20% | −6,873−2.7% | Reduced |
| Magellan Asset Management Ltd | 251,722 | $30.7M | 0.37% | +1,833+0.7% | Added |
| Payden & Rygel | 248,190 | $30.3M | 2.60% | +8,300+3.5% | Added |
| Forsta Ap-Fonden | 246,300 | $30.0M | 0.23% | −5,200−2.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 244,066 | $29.8M | 2.20% | −900.0% | Reduced |
| FIL Ltd | 236,374 | $28.8M | 0.03% | +116,457+97.1% | Added |
| D.A. Davidson & Co. | 234,464 | $28.6M | 0.23% | +4,948+2.2% | Added |
| STRS Ohio | 229,808 | $28.0M | 0.12% | −5,341−2.3% | Reduced |
| Thomasville National Bank | 228,856 | $27.9M | 2.04% | +5,871+2.6% | Added |
| Yaupon Capital Management LP | 228,495 | $27.9M | 2.04% | +560+0.2% | Added |
| Arizona State Retirement System | 226,702 | $27.7M | 0.18% | +4,063+1.8% | Added |
| Sabal Trust CO | 222,325 | $27.1M | 1.51% | −2,328−1.0% | Reduced |
| Huntington National Bank | 216,314 | $26.4M | 0.19% | +12,947+6.4% | Added |
| Davenport & Co LLC | 215,545 | $26.3M | 0.16% | +4,293+2.0% | Added |
| State of Michigan Retirement System | 210,536 | $25.7M | 0.15% | +900+0.4% | Added |
| Teacher Retirement System of Texas | 208,625 | $25.4M | 0.11% | +76,880+58.4% | Added |
| Mercer Global Advisors Inc | 208,294 | $25.4M | 0.06% | +19,811+10.5% | Added |
| Bollard Group LLC | 207,968 | $25.4M | 0.67% | +1,678+0.8% | Added |
| Public Sector Pension Investment Board | 207,443 | $25.3M | 0.11% | −77,975−27.3% | Reduced |
| First Horizon Advisors, Inc. | 207,140 | $25.3M | 0.71% | +160,562+344.7% | Added |
| Godsey & Gibb Associates | 204,405 | $24.9M | 2.45% | +2,220+1.1% | Added |
| DekaBank Deutsche Girozentrale | 207,862 | $24.7M | 0.05% | −429−0.2% | Reduced |
| MetLife Investment Management | 201,473 | $24.6M | 0.13% | −2,972−1.5% | Reduced |
| QRG Capital Management, Inc. | 201,257 | $24.5M | 0.25% | +18,065+9.9% | Added |
| Pinebridge Investments, L.P. | 195,562 | $23.9M | 0.19% | −15,172−7.2% | Reduced |
| Stack Financial Management, Inc | 194,867 | $23.8M | 1.98% | −3,533−1.8% | Reduced |
| CapWealth Advisors, LLC | 193,298 | $23.6M | 2.56% | +5,260+2.8% | Added |
| Sanctuary Advisors, LLC | 191,777 | $23.4M | 0.16% | +1,885+1.0% | Added |
| APG Asset Management N.V. | 206,973 | $23.4M | 0.07% | −35,797−14.7% | Reduced |
| Umb Bank N A | 189,598 | $23.1M | 0.38% | +557+0.3% | Added |
| Bokf, NA | 185,417 | $22.6M | 0.40% | +13,051+7.6% | Added |
| Oppenheimer Asset Management Inc. | 184,181 | $22.5M | 0.28% | +242+0.1% | Added |
| Rockefeller Capital Management L.P. | 184,160 | $22.5M | 0.06% | +32,549+21.5% | Added |
| Illinois Municipal Retirement Fund | 181,035 | $22.1M | 0.32% | −90,780−33.4% | Reduced |
| Calamos Advisors LLC | 178,657 | $21.8M | 0.10% | +1,990+1.1% | Added |
| Czech National Bank | 178,235 | $21.7M | 0.20% | +10,745+6.4% | Added |
| NorthCrest Asset Manangement, LLC | 177,978 | $21.7M | 0.66% | +2,823+1.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 176,567 | $21.5M | 0.05% | −54,800−23.7% | Reduced |