Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesDUKBDUKUDUK.PA

Q2 2025 vs. Q1 2025

How the institutions holding Duke Energy CORP changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of DUK: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2,258272,270+39
Shares526.6M1.73M531.9M+7.01M (+1.3%)
Value$64.2B$211.0M$62.7B−$1.31B (−2.0%)

27 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (158)

Institutions that held Duke Energy CORP at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 158 by value.

Institutions new to DUK in Q2 2025
InstitutionSharesValue% of portfolio
Aventail Capital Group, LP488,341$57.6M2.56%
Jennison Associates LLC413,178$48.8M0.03%
CSM Advisors, LLC327,625$38.7M1.13%
Voloridge Investment Management, LLC181,216$21.4M0.08%
Cinctive Capital Management LP178,971$21.1M1.18%
Linden Advisors LP161,120$19.0M0.12%
Adams Diversified Equity Fund, Inc.150,000$17.7M0.63%
UBS Oconnor LLC144,040$17.0M0.46%
Midwest Trust Co128,858$15.2M0.21%
Greystone Financial Group, LLC83,186$9.82M1.62%
Strategic Wealth Partners, Ltd.67,722$7.99M0.63%
Glenmede Investment Management, LP67,701$7.99M0.04%
Mizuho Securities USA LLC53,710$6.34M0.14%
Mariner Investment Group LLC50,000$5.90M2.13%
Punch & Associates Investment Management, Inc.47,422$5.60M0.34%
Ausbil Investment Management Ltd44,190$5.21M3.06%
Global Retirement Partners, LLC43,148$5.09M0.13%
Eventide Asset Management, LLC36,199$4.50M0.08%
Walleye Capital LLC37,791$4.46M0.04%
Vise Technologies, Inc.37,021$4.37M0.18%
Lombard Odier Asset Management (USA) Corp36,246$4.28M1.07%
Canada Post Corp Registered Pension Plan34,665$4.09M0.24%
Richard Bernstein Advisors LLC28,398$3.35M0.08%
Winton Group Ltd26,300$3.10M0.16%
Coastal Bridge Advisors, LLC26,284$3.10M0.26%
V. M. Manning & Co., Inc.19,394$2.38M2.63%
Parallax Volatility Advisers, L.P.18,507$2.18M0.09%
Y-Intercept (Hong Kong) Ltd16,661$1.97M0.05%
Keeler Thomas Management LLC15,879$1.87M0.81%
Symphony Financial, Ltd. Co.14,945$1.77M0.23%
Alaethes Wealth LLC14,051$1.66M0.50%
MainStreet Investment Advisors LLC13,788$1.63M0.23%
Ontario Teachers Pension Plan Board13,773$1.63M0.03%
LOM Asset Management Ltd13,237$1.56M0.53%
WCG Wealth Advisors LLC13,234$1.56M0.10%
USA Financial Portformulas Corp10,302$1.22M0.21%
Elm Partners Management LLC9,132$1.08M0.06%
Wetherby Asset Management Inc9,129$1.08M0.05%
BCS Private Wealth Management, Inc.8,970$1.06M0.40%
Maridea Wealth Management LLC8,863$1.05M0.27%
Violich Capital Management, Inc.8,838$1.04M0.15%
Wolverine Asset Management LLC8,753$1.03M0.02%
ISAM Funds (UK) Ltd8,142$960.8K0.21%
Nebula Research & Development LLC8,082$953.7K0.08%
Signal Advisors Wealth, LLC7,735$912.6K0.07%
Voleon Capital Management LP7,478$882.4K0.05%
Brevan Howard Capital Management LP7,401$873.3K0.01%
Brian Low Financial Group, LLC6,769$798.8K0.75%
Cobler Capital Management, LLC6,241$788.3K0.92%
Inceptionr LLC6,428$758.5K0.18%
Monument Capital Management6,293$742.6K0.19%
Perpetual Ltd6,245$736.9K0.01%
Clarion Wealth Managment Partners, LLC6,100$719.8K0.79%
North Dallas Bank & Trust Co5,814$686.1K0.52%
WESPAC Advisors, LLC5,605$661.4K0.46%
National Wealth Management Group, LLC4,953$584.5K0.33%
Catalytic Wealth RIA, LLC4,824$569.2K0.05%
Centiva Capital, LP4,745$559.9K0.04%
Strathmore Capital Advisors, Inc.4,415$517.4K0.23%
MQS Management LLC4,087$482.3K0.27%
Rogco, LP3,986$470.3K0.18%
Lantern Wealth Advisors, LLC3,920$462.6K0.28%
Lafayette Investments, Inc.3,904$460.7K0.09%
Peak Financial Advisors LLC3,821$450.9K0.23%
University of Texas/Texas Am Investment Managment Co3,794$447.7K0.07%
Qsemble Capital Management, LP3,607$425.6K0.04%
Fiera Capital Corp3,526$416.1K0.00%
West Tower Group, LLC3,400$401.2K0.87%
Adams Wealth Management3,323$392.1K0.07%
CacheTech Inc.3,323$392.1K0.07%
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co3,011$378.4K0.28%
Waycross Partners, LLC3,061$361.2K0.03%
Charter Capital Management, LLC3,042$358.9K0.21%
Financial Symmetry Inc2,887$340.6K0.18%
111 Capital2,797$330.0K0.06%
Connable Office Inc2,766$326.4K0.03%
Farmers & Merchants Trust Co of Long Beach2,763$326.0K0.07%
German American Bancorp, Inc.2,709$319.7K0.03%
Quest Investment Management LLC2,663$314.2K0.03%
Leigh Baldwin & Co., LLC2,607$307.7K0.20%
Sather Financial Group Inc2,590$305.6K0.02%
Barnes Wealth Management Group, Inc2,557$301.7K0.18%
Family Legacy Financial Solutions, LLC2,544$300.2K0.25%
Fortem Financial Group, LLC2,501$295.1K0.10%
Banco Santander, S.A.2,447$288.7K0.00%
Westbourne Investments, Inc.2,389$281.9K0.15%
HORAN Wealth, LLC2,389$281.9K0.09%
Rexford Capital Inc2,351$277.4K0.23%
Scott Marsh Financial, LLC2,340$276.1K0.10%
Cornerstone Management, Inc.2,337$275.8K0.05%
Gateway Wealth Partners, LLC2,316$273.3K0.05%
MUFG Securities EMEA plc2,297$271.0K0.01%
Victory Financial Group, LLC2,295$270.8K0.04%
Total Clarity Wealth Management, Inc.2,291$270.3K0.08%
Elyxium Wealth, LLC2,280$269.0K0.10%
VisionPoint Advisory Group, LLC2,265$267.3K0.06%
Cultivar Capital, Inc.2,235$263.7K0.19%
Kestra Investment Management, LLC2,181$257.4K0.00%
Inscription Capital, LLC2,169$256.0K0.04%
Hilltop National Bank2,137$252.2K0.07%

Sold out (119)

Institutions that held Duke Energy CORP at the end of Q1 2025 and filed for Q2 2025 without it.

Showing the largest 100 of 119 by value.

Institutions that sold out of DUK in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Corebridge Financial, Inc.173,075$21.1M
Citadel Advisors LLC141,150$17.2M
Jump Financial, LLC134,626$16.4M
Financial Counselors Inc129,736$15.8M
Alaska Permanent Fund Corp63,385$7.73M
Capitolis Liquid Global Markets LLC62,900$7.67M
Arrowstreet Capital, Limited Partnership62,567$7.63M
Kempen Capital Management N.V.57,671$7.03M
L & S Advisors Inc33,842$4.13M
Tradewinds, LLC.25,813$3.15M
Dark Forest Capital Management LP24,953$3.04M
Occudo Quantitative Strategies LP24,964$2.98M
Allstate Corp23,891$2.91M
Abc Arbitrage SA23,748$2.90M
Marshall Investment Management, LLC21,422$2.61M
Carolinas Wealth Consulting LLC18,483$2.25M
United Services Automobile Association18,495$2.21M
Jain Global LLC13,534$1.65M
Graham Capital Management, L.P.12,862$1.57M
Eagle Global Advisors LLC11,190$1.36M
Dynamic Technology Lab Private Ltd10,620$1.29M
Jane Street Group, LLC10,557$1.29M
Oak Thistle LLC9,992$1.22M
NovaPoint Capital, LLC8,778$1.07M
Hexagon Capital Partners LLC8,511$1.04M
Friedenthal Financial8,226$1.00M
Legacy Advisors, LLC8,030$979.4K
RIA Advisory Group LLC7,232$882.1K
Groesbeck Investment Management Corp5,733$699.0K
Simon Quick Advisors, LLC5,234$638.4K
Polymer Capital Management (US) LLC5,121$624.6K
Corps Capital Advisors, LLC5,000$609.9K
Novus Advisors, LLC4,870$594.0K
IronBridge Private Wealth, LLC3,903$476.0K
Point72 (DIFC) Ltd3,729$454.9K
ERTS Wealth Advisors, LLC3,569$435.3K
Clayton Financial Group LLC3,537$431.4K
Birch Financial Group, LLC3,478$424.2K
Flaharty Asset Management, LLC3,446$420.3K
Fiducient Advisors LLC3,000$365.9K
Advisor Resource Council2,906$354.4K
Prelude Capital Management, LLC2,125$259.2K
Pring Turner Capital Group Inc2,107$257.0K
RTD Financial Advisors, Inc.2,102$256.4K
Heritage Trust Co2,097$255.8K
Stone Run Capital, LLC2,071$252.6K
Letko, Brosseau & Associates Inc2,050$250.0K
Global Assets Advisory, LLC2,138$249.3K
SFMG, LLC1,981$241.6K
Charter Oak Capital Management, LLC1,980$241.5K
Greenline Partners, LLC1,928$235.2K
Capital Management Associates, Inc1,892$230.8K
Mezzasalma Advisors, LLC1,878$229.1K
Crew Capital Management, Ltd.1,873$228.4K
Frisch Financial Group, Inc.1,872$228.0K
BCJ Capital Management, LLC1,864$227.4K
Sherbrooke Park Advisers LLC1,862$227.1K
Jacobs Levy Equity Management, Inc1,856$226.4K
Beacon Wealthcare LLC1,848$225.4K
Aufman Associates Inc1,828$223.0K
Annex Advisory Services, LLC1,820$222.0K
Michael B. Yongue1,809$220.6K
Crown Wealth Group, LLC1,788$218.1K
Curran Financial Partners, LLC1,754$214.0K
Horizon Wealth Management, LLC1,731$211.1K
Phoenix Wealth Advisors1,702$207.6K
Blue Oak Capital, LLC1,692$206.4K
Eagle Rock Investment Company, LLC1,685$205.5K
Richwood Investment Advisors, LLC1,685$205.5K
Woodley Farra Manion Portfolio Management Inc1,676$204.4K
Oxford Financial Group Ltd1,672$203.9K
Worth Asset Management, LLC1,672$203.9K
Gould Asset Management LLC1,666$203.2K
Net Worth Advisory Group1,664$203.0K
Running Point Capital Advisors, LLC1,657$202.1K
Brookwood Investment Group LLC1,656$202.0K
Herold Advisors, Inc.1,655$201.9K
Mallini Complete Financial Planning LLC–$201.6K
SkyOak Wealth, LLC1,652$201.5K
SC&H Financial Advisors, Inc.1,650$201.2K
YHB Investment Advisors, Inc.1,643$200.4K
Glass Jacobson Investment Advisors llc1,661$179.0K
Ruedi Wealth Management, Inc.1,207$147.2K
Atala Financial Inc1,202$146.6K
Richards, Merrill & Peterson, Inc.1,136$138.6K
Quarry LP1,121$136.7K
POM Investment Strategies, LLC1,037$126.5K
Acropolis Investment Management, LLC932$113.7K
GKV Capital Management Co., Inc.800$97.6K
ZynergyRetirementPlanningLLC872$93.9K
Wiser Advisor Group LLC753$91.8K
Stonebridge Financial Group, LLC599$73.1K
Trivant Custom Portfolio Group, LLC500$61.0K
PFG Private Wealth Management, LLC486$59.3K
E Fund Management (Hong Kong) Co., Ltd.424$52.0K
Capital A Wealth Management, LLC403$49.2K
BOK Financial Private Wealth, Inc.376$45.9K
FSC Wealth Advisors, LLC324$39.5K
Global Financial Private Client, LLC307$37.4K
Saudi Central Bank304$37.1K

Not filed for Q2 2025 yet (27)

Institutions that held Duke Energy CORP at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding DUK in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Maple-Brown Abbott Ltd659,883$80.5M
Foundry Partners, LLC329,922$40.2M
Sabal Trust CO222,325$27.1M
Orion Portfolio Solutions, LLC157,534$19.2M
Rakuten Investment Management, Inc.70,830$8.46M
Glenmede Trust Co NA69,219$8.44M
Mizuho Securities USA LLC62,134$7.58M
Credit Agricole S A32,500$3.96M
Griffith & Werner, Inc.23,535$2.87M
CAPROCK Group, Inc.14,842$1.81M
Morningstar Investment Services LLC14,339$1.75M
Sheaff Brock Investment Advisors, LLC10,959$1.34M
Schechter Investment Advisors, LLC10,848$1.32M
Marcum Wealth, LLC9,573$1.17M
Delta Financial Group, Inc.7,454$881.0K
Sandy Spring Bank6,542$797.9K
Centre Asset Management, LLC5,908$721.0K
Transform Wealth, LLC5,426$661.8K
Callan Capital, LLC4,676$570.3K
Lindbrook Capital, LLC3,240$395.2K
Grant/GrossMendelsohn, LLC3,089$372.8K
Horan Capital Advisors, LLC.2,414$294.4K
Bremer Bank National Association2,001$244.1K
Rappaport Reiches Capital Management, LLC1,953$238.2K
Nova Wealth Management, Inc.304$37.1K
Sofos Investments, Inc.134$16.3K
Davis Capital Management91$11.1K