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, 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
- 2,270
- +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
- 746 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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Choate Investment Advisors | 4,314 | $509.1K | 0.01% | 00.0% | Unchanged |
| Associated Banc-Corp | 4,331 | $511.1K | 0.01% | −224−4.9% | Reduced |
| Studio Investment Management LLC | 4,345 | $512.7K | 0.10% | −1,453−25.1% | Reduced |
| Hodges Capital Management Inc. | 4,373 | $516.0K | 0.05% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 4,381 | $517.0K | 0.11% | +214+5.1% | Added |
| Strathmore Capital Advisors, Inc. | 4,415 | $517.4K | 0.23% | +4,415 | New |
| New Republic Capital, LLC | 4,405 | $519.8K | 0.18% | +120+2.8% | Added |
| Baker Avenue Asset Management, LP | 4,407 | $520.0K | 0.01% | +592+15.5% | Added |
| City National Bank of Florida | 4,407 | $520.0K | 0.38% | +1,301+41.9% | Added |
| Davis R M Inc | 4,415 | $521.0K | 0.01% | −195−4.2% | Reduced |
| Bank of Hawaii | 4,418 | $521.3K | 0.03% | −3,263−42.5% | Reduced |
| Diversify Wealth Management, LLC | 4,193 | $521.9K | 0.03% | −366−8.0% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,435 | $523.3K | 0.31% | +60+1.4% | Added |
| Beese Fulmer Investment Management, Inc. | 4,445 | $524.5K | 0.04% | −203−4.4% | Reduced |
| TBH Global Asset Management, LLC | 4,464 | $526.7K | 0.11% | −24−0.5% | Reduced |
| Gateway Investment Advisers LLC | 4,466 | $527.0K | 0.01% | −465−9.4% | Reduced |
| Accurate Wealth Management, LLC | 4,463 | $527.4K | 0.08% | +104+2.4% | Added |
| Hummer Financial Advisory Services Inc | 4,474 | $527.9K | 0.40% | 00.0% | Unchanged |
| Level Wealth Management LLC | 4,478 | $528.5K | 0.31% | +10.0% | Added |
| Citizens Business Bank | 4,481 | $528.8K | 0.10% | −82−1.8% | Reduced |
| Argus Investors' Counsel, Inc. | 4,490 | $529.8K | 0.38% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,511 | $532.3K | 0.02% | −397−8.1% | Reduced |
| Avidian Wealth Solutions, LLC | 4,537 | $535.4K | 0.02% | −119−2.6% | Reduced |
| O'Rourke & Company, Inc | 4,540 | $535.7K | 0.25% | +12+0.3% | Added |
| Charles Schwab Trust Co | 4,540 | $535.7K | 0.04% | +1,333+41.6% | Added |
| PFG Advisors | 4,540 | $535.8K | 0.03% | +437+10.7% | Added |
| Doheny Asset Management | 4,553 | $537.0K | 0.38% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 4,555 | $537.5K | 0.04% | +420+10.2% | Added |
| Childress Capital Advisors, LLC | 4,566 | $538.8K | 0.14% | +1,298+39.7% | Added |
| Traphagen Investment Advisors LLC | 4,566 | $538.8K | 0.05% | −99−2.1% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,581 | $540.6K | 0.38% | +3+0.1% | Added |
| Greatmark Investment Partners, Inc. | 4,591 | $541.7K | 0.07% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 4,596 | $542.3K | 0.30% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4,596 | $542.4K | 0.07% | +531+13.1% | Added |
| Princeton Capital Management LLC | 4,599 | $542.7K | 0.16% | +10.0% | Added |
| Pinnacle West Asset Management, Inc. | 4,635 | $547.0K | 0.38% | −5−0.1% | Reduced |
| Bard Financial Services, Inc. | 4,655 | $549.3K | 0.07% | −200−4.1% | Reduced |
| Radnor Capital Management, LLC | 4,670 | $551.0K | 0.09% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 4,673 | $551.4K | 0.05% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 4,683 | $552.0K | 0.07% | +270+6.1% | Added |
| Premier Path Wealth Partners, LLC | 4,696 | $554.1K | 0.08% | +715+18.0% | Added |
| Gradient Investments LLC | 4,711 | $555.9K | 0.01% | +1,257+36.4% | Added |
| Waterloo Capital, L.P. | 4,717 | $556.7K | 0.04% | −426−8.3% | Reduced |
| First Financial Bank - Trust Division | 4,726 | $557.7K | 0.05% | −651−12.1% | Reduced |
| Keel Point, LLC | 4,728 | $557.9K | 0.04% | +1,088+29.9% | Added |
| Good Steward Wealth Advisors,LLC | 4,737 | $559.0K | 0.44% | −2,306−32.7% | Reduced |
| Centiva Capital, LP | 4,745 | $559.9K | 0.04% | +4,745 | New |
| Capital Square, LLC | 4,767 | $560.0K | 0.30% | +161+3.5% | Added |
| McKinley Carter Wealth Services, Inc. | 4,761 | $561.7K | 0.03% | −442−8.5% | Reduced |
| Blue Fin Capital, Inc. | 4,769 | $562.8K | 0.10% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 4,779 | $564.0K | 0.28% | 00.0% | Unchanged |
| Trust Point Inc. | 4,782 | $564.3K | 0.05% | +12+0.3% | Added |
| Oakworth Capital, Inc. | 4,786 | $564.7K | 0.04% | −1,014−17.5% | Reduced |
| Code Waechter LLC | 4,791 | $565.3K | 0.40% | +1,335+38.6% | Added |
| Venturi Wealth Management, LLC | 4,811 | $567.7K | 0.03% | +307+6.8% | Added |
| Walker Asset Management, LLC | 4,814 | $568.1K | 0.33% | +36+0.8% | Added |
| Flputnam Investment Management Co | 4,820 | $568.8K | 0.01% | +343+7.7% | Added |
| Patton Albertson Miller Group, LLC | 4,820 | $568.8K | 0.07% | +825+20.7% | Added |
| Wolff Financial Management LLC | 4,825 | $569.0K | 0.15% | +15+0.3% | Added |
| Catalytic Wealth RIA, LLC | 4,824 | $569.2K | 0.05% | +4,824 | New |
| HHM Wealth Advisors, LLC | 4,835 | $570.5K | 0.07% | −35−0.7% | Reduced |
| Roberts Glore & Co Inc | 4,865 | $574.1K | 0.17% | −65−1.3% | Reduced |
| Wilkins Investment Counsel Inc | 4,869 | $574.5K | 0.08% | −466−8.7% | Reduced |
| Financial Security Advisor, Inc. | 4,883 | $576.2K | 0.13% | +15+0.3% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,884 | $576.3K | 0.05% | +89+1.9% | Added |
| Tyche Wealth Partners LLC | 4,888 | $576.7K | 0.12% | −245−4.8% | Reduced |
| Costello Asset Management, INC | 4,896 | $577.8K | 0.22% | +4+0.1% | Added |
| Roundview Capital LLC | 4,915 | $580.0K | 0.04% | −102−2.0% | Reduced |
| Southeast Asset Advisors Inc. | 4,917 | $580.2K | 0.07% | +42+0.9% | Added |
| Washington Capital Management Inc | 4,930 | $581.7K | 0.43% | 00.0% | Unchanged |
| Busey Wealth Management | 4,936 | $582.4K | 0.02% | −629−11.3% | Reduced |
| WealthPlan Investment Management, LLC | 4,941 | $583.0K | 0.04% | −140−2.8% | Reduced |
| Charter Trust Co | 4,950 | $584.1K | 0.04% | 00.0% | Unchanged |
| National Wealth Management Group, LLC | 4,953 | $584.5K | 0.33% | +4,953 | New |
| Sierra Summit Advisors LLC | 4,965 | $585.9K | 0.10% | +47+1.0% | Added |
| Cypress Wealth Services, LLC | 4,966 | $586.0K | 0.10% | +100+2.1% | Added |
| Hudock, Inc. | 4,976 | $587.3K | 0.09% | +32+0.6% | Added |
| KPP Advisory Services LLC | 4,986 | $588.4K | 0.10% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 4,995 | $589.4K | 0.05% | −3,815−43.3% | Reduced |
| Rithm Capital Corp. | 5,000 | $590.0K | 1.18% | −1,500−23.1% | Reduced |
| Joel Isaacson & Co., LLC | 5,001 | $590.1K | 0.02% | +573+12.9% | Added |
| Broyhill Asset Management | 5,003 | $590.4K | 0.54% | 00.0% | Unchanged |
| MJP Associates Inc | 5,020 | $592.3K | 0.09% | +879+21.2% | Added |
| Crews Bank & Trust | 5,033 | $593.9K | 0.09% | +140+2.9% | Added |
| Hudson Value Partners, LLC | 5,040 | $594.7K | 0.21% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 5,050 | $595.9K | 0.13% | +2,733+118.0% | Added |
| GSB Wealth Management, LLC | 5,058 | $596.8K | 0.15% | −180−3.4% | Reduced |
| SeaCrest Wealth Management, LLC | 5,070 | $598.3K | 0.06% | −1,135−18.3% | Reduced |
| Petra Financial Advisors Inc | 5,076 | $598.9K | 0.38% | +17+0.3% | Added |
| Resurgent Financial Advisors LLC | 5,103 | $602.1K | 0.33% | +1,677+48.9% | Added |
| Bill Few Associates, Inc. | 5,104 | $602.3K | 0.17% | +54+1.1% | Added |
| CoreCap Advisors, LLC | 5,106 | $602.6K | 0.02% | −1,094−17.6% | Reduced |
| RB Capital Management, LLC | 5,111 | $603.1K | 0.14% | −263−4.9% | Reduced |
| JFS Wealth Advisors, LLC | 5,116 | $603.7K | 0.04% | −24−0.5% | Reduced |
| Cordatus Wealth Management LLC | 5,134 | $606.0K | 0.15% | −26−0.5% | Reduced |
| NewEdge Wealth, LLC | 4,821 | $607.1K | 0.01% | −174−3.5% | Reduced |
| CVA Family Office, LLC | 5,150 | $607.7K | 0.09% | −34−0.7% | Reduced |
| Centaurus Financial, Inc. | 5,164 | $609.0K | 0.04% | −4−0.1% | Reduced |
| Probity Advisors, Inc. | 5,173 | $610.4K | 0.11% | −179−3.3% | Reduced |
| Apella Capital, LLC | 5,219 | $612.2K | 0.02% | +209+4.2% | Added |