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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; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.

Other share classesDUKBDUKUDUK.PA

13F holders, Q2 2025

Institutional positions in Duke Energy CORP as of Jun 30, 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
2,271
+39 vs. Q1 2025
Shares held
531.9M
+7.01M (+1.3%) vs. Q1 2025
Total value
$62.7B
−$1.31B (−2.0%) vs. Q1 2025
New holders
158
1,030 more added
Sold out
119
747 more reduced

27 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 2,271 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ2 2025: $62.7B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q1 2025.

Institutions holding DUK in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bellwether Advisors, LLC1$1180.00%00.0%Unchanged
Y.D. More Investments Ltd1,264$4380.00%+33+2.7%Added
HighMark Wealth Management LLC5$5900.00%00.0%Unchanged
IMA Wealth, Inc.6$7080.00%+6New
HFM Investment Advisors, LLC7$8260.00%+4+133.3%Added
Picton Mahoney Asset Management10$1.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.9$1.06K0.00%−7−43.8%Reduced
Valued Wealth Advisors LLC9$1.08K0.00%00.0%Unchanged
Pandora Wealth, Inc.10$1.18K0.00%+10New
Transamerica Financial Advisors, Inc.12$1.41K0.00%00.0%Unchanged
Evergreen Private Wealth LLC13$1.53K0.00%+13New
Strengthening Families & Communities, LLC13$1.54K0.00%+3+30.0%Added
DecisionPoint Financial, LLC14$1.67K0.00%+14New
Mountain Hill Investment Partners Corp.15$1.80K0.00%00.0%Unchanged
North Capital, Inc.16$1.89K0.00%00.0%Unchanged
Quaker Wealth Management, LLC16$1.89K0.00%+16New
Garde Capital, Inc.23$2.71K0.00%00.0%Unchanged
Investment Management Corp24$2.83K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd23$3.00K0.00%−130−85.0%Reduced
Bay Harbor Wealth Management, LLC26$3.07K0.00%+13+100.0%Added
Rialto Wealth Management, LLC26$3.07K0.00%+26New
Kessler Investment Group, LLC27$3.19K0.00%−255−90.4%Reduced
Decker Retirement Planning Inc.27$3.19K0.00%+27New
Eukles Asset Management28$3.30K0.00%00.0%Unchanged
Team Financial Group, LLC30$3.55K0.00%+30New
Rakuten Securities, Inc.31$3.66K0.00%−48−60.8%Reduced
Principia Wealth Advisory, LLC31$3.66K0.00%−4−11.4%Reduced
Consultiva Wealth Management, Corp.34$4.01K0.01%00.0%Unchanged
Clark Wealth Partners39$4.60K0.00%00.0%Unchanged
Stone House Investment Management, LLC45$5.31K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC49$5.78K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC50$5.90K0.01%00.0%Unchanged
Granite FO LLC50$5.90K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.50$5.90K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC51$6.02K0.01%−390−88.4%Reduced
Robinswood Financial LLC54$6.42K0.00%+1+1.9%Added
WestEnd Advisors, LLC55$6.45K0.00%−157−74.1%Reduced
WealthTrak Capital Management LLC55$6.49K0.01%−231−80.8%Reduced
Penserra Capital Management LLC63$7.00K0.00%−7,733−99.2%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna61$7.20K0.00%+61New
Parkworth Wealth Management, Inc.62$7.27K0.01%+1+1.6%Added
MRP Capital Investments, LLC63$7.43K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC63$7.43K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.66$7.79K0.00%00.0%Unchanged
GFG Capital, LLC70$8.26K0.00%+70New
Mowery & Schoenfeld Wealth Management, LLC70$8.26K0.01%+70New
Marshall & Sterling Wealth Advisors Inc.74$8.73K0.01%+13+21.3%Added
Silicon Valley Capital Partners74$8.73K0.00%+74New
USAdvisors Wealth Management, LLC10,000$9.00K0.00%00.0%Unchanged
Creekmur Asset Management LLC78$9.18K0.00%+56+254.5%Added
Kilter Group LLC79$9.32K0.00%+79New
Putney Financial Group LLC80$9.44K0.01%−108−57.4%Reduced
Accredited Wealth Management, LLC84$9.91K0.01%00.0%Unchanged
Ogorek Anthony Joseph89$10.0K0.00%00.0%Unchanged
Bare Financial Services, Inc90$10.6K0.00%+86+2,150.0%Added
WealthCollab, LLC92$10.9K0.01%00.0%Unchanged
Compass Financial Services Inc93$11.0K0.01%−57−38.0%Reduced
Beutel, Goodman & Co Ltd.100$11.0K0.00%00.0%Unchanged
Accordant Advisory Group Inc100$11.8K0.01%−12−10.7%Reduced
Lavaca Capital LLC100$11.8K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$11.8K0.01%00.0%Unchanged
Graney & King, LLC100$11.8K0.01%00.0%Unchanged
Winnow Wealth LLC100$11.8K0.01%+75+300.0%Added
Trust Co100$11.8K0.00%+100New
General Partner, Inc.101$11.9K0.01%00.0%Unchanged
Comprehensive Financial Planning, Inc.104$12.3K0.01%00.0%Unchanged
True Wealth Design, LLC107$12.6K0.00%+21+24.4%Added
West Financial Advisors, LLC108$12.7K0.00%00.0%Unchanged
Red Tortoise LLC109$12.9K0.01%00.0%Unchanged
Acima Private Wealth, LLC110$13.0K0.00%−258−70.1%Reduced
Raffa Wealth Management, LLC114$13.5K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC122$14.0K0.00%00.0%Unchanged
High Note Wealth, LLC121$14.3K0.00%00.0%Unchanged
TD Capital Management LLC121$14.3K0.00%+121New
CBIZ Investment Advisory Services, LLC127$15.0K0.00%+77+154.0%Added
Highline Wealth Partners LLC129$15.2K0.00%+18+16.2%Added
ESL Trust Services, LLC131$15.5K0.00%00.0%Unchanged
SWAN Capital LLC134$15.8K0.01%00.0%Unchanged
Financial Gravity Companies, Inc.134$15.8K0.00%+134New
Core Alternative Capital136$16.0K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC137$16.2K0.01%00.0%Unchanged
Ramirez Asset Management, Inc.144$17.0K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC147$17.3K0.01%−1−0.7%Reduced
Proffitt & Goodson Inc160$18.9K0.00%+160New
Mid-American Wealth Advisory Group, Inc.161$19.0K0.01%+161New
Cornerstone Planning Group LLC156$19.3K0.00%+12+8.3%Added
DHJJ Financial Advisors, Ltd.165$19.5K0.01%00.0%Unchanged
Howard Hughes Medical Institute167$19.7K0.01%+167New
Proathlete Wealth Management LLC168$19.8K0.01%00.0%Unchanged
Aspect Partners, LLC168$19.8K0.01%+105+166.7%Added
Signature Resources Capital Management, LLC169$19.9K0.01%+3+1.8%Added
Rocky Mountain Advisers, LLC175$20.6K0.01%00.0%Unchanged
Accent Capital Management, LLC175$20.6K0.01%00.0%Unchanged
1 North Wealth Services LLC183$21.6K0.01%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.183$21.6K0.01%00.0%Unchanged
American Capital Advisory, LLC183$21.6K0.01%+3+1.7%Added
Financial Connections Group, Inc.187$22.0K0.01%00.0%Unchanged
MPWM Advisory Solutions, LLC187$22.1K0.01%00.0%Unchanged
DT Investment Partners, LLC190$22.4K0.00%00.0%Unchanged
Solstein Capital, LLC190$22.4K0.01%+190New