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, 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 | 2,491 | $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, 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 |
|---|---|---|---|---|---|
| Crewe Advisors LLC | 5,200 | $613.6K | 0.09% | +56+1.1% | Added |
| St. Louis Trust Co | 5,207 | $614.4K | 0.08% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 5,219 | $615.9K | 0.11% | 00.0% | Unchanged |
| MBA Advisors LLC | 5,254 | $620.0K | 0.29% | +55+1.1% | Added |
| Headinvest, LLC | 5,278 | $622.8K | 0.13% | −992−15.8% | Reduced |
| Catalyst Financial Partners LLC | 5,285 | $623.6K | 0.07% | +195+3.8% | Added |
| Agate Pass Investment Management, LLC | 5,297 | $625.0K | 0.26% | −100−1.9% | Reduced |
| Intrua Financial, LLC | 5,300 | $625.5K | 0.09% | −174−3.2% | Reduced |
| NBT Bank N A | 5,309 | $626.5K | 0.04% | −724−12.0% | Reduced |
| Register Financial Advisors LLC | 5,313 | $627.0K | 0.27% | −148−2.7% | Reduced |
| Howard Capital Management Inc. | 5,315 | $627.2K | 0.01% | +590+12.5% | Added |
| Aspen Investment Management Inc | 5,319 | $628.0K | 0.26% | +450+9.2% | Added |
| Capital Analysts, LLC | 5,330 | $629.0K | 0.02% | −172−3.1% | Reduced |
| BCGM Wealth Management, LLC | 5,331 | $629.0K | 0.18% | +12+0.2% | Added |
| Graypoint LLC | 5,350 | $631.3K | 0.04% | +285+5.6% | Added |
| Apexium Financial, LP | 5,368 | $633.5K | 0.03% | +130+2.5% | Added |
| Claris Financial LLC | 5,397 | $636.8K | 0.48% | −1,287−19.3% | Reduced |
| Personal Cfo Solutions, LLC | 5,409 | $638.2K | 0.12% | −617−10.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 5,428 | $640.5K | 0.00% | +2,600+91.9% | Added |
| Hendershot Investments Inc. | 5,444 | $642.4K | 0.09% | +630+13.1% | Added |
| Tudor Financial Inc. | 5,444 | $642.4K | 0.36% | +85+1.6% | Added |
| Verus Capital Partners, LLC | 5,451 | $643.2K | 0.06% | +329+6.4% | Added |
| Spire Wealth Management | 5,468 | $645.2K | 0.02% | −1,699−23.7% | Reduced |
| Aprio Wealth Management, LLC | 5,469 | $645.4K | 0.07% | +1,001+22.4% | Added |
| Edge Financial Advisors LLC | 5,471 | $645.5K | 0.34% | +575+11.7% | Added |
| Almanack Investment Partners, LLC. | 5,474 | $645.9K | 0.10% | +1,716+45.7% | Added |
| Retirement Planning Co of New England, Inc. | 5,479 | $646.5K | 0.29% | −11−0.2% | Reduced |
| MEMBERS Trust Co | 5,485 | $647.2K | 0.02% | +825+17.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 5,487 | $647.5K | 0.11% | +3,626+194.8% | Added |
| Clifford Swan Investment Counsel LLC | 5,504 | $649.5K | 0.02% | −330−5.7% | Reduced |
| Alpha Cubed Investments, LLC | 5,514 | $650.7K | 0.02% | −34−0.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 5,534 | $653.0K | 0.04% | +424+8.3% | Added |
| Palogic Value Management, L.P. | 5,537 | $653.4K | 0.27% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 5,543 | $654.1K | 0.02% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,545 | $654.3K | 0.19% | −186−3.2% | Reduced |
| Spinnaker Trust | 5,551 | $655.0K | 0.04% | +820+17.3% | Added |
| Quest 10 Wealth Builders, Inc. | 5,553 | $655.3K | 0.64% | +252+4.8% | Added |
| Diversify Advisory Services, LLC | 5,266 | $655.5K | 0.03% | +1,630+44.8% | Added |
| XML Financial, LLC | 5,576 | $658.0K | 0.06% | +845+17.9% | Added |
| Investment Advisory Services Inc | 5,589 | $659.5K | 0.22% | 00.0% | Unchanged |
| First Financial Group Corp | 5,589 | $659.5K | 0.64% | +20.0% | Added |
| E&G Advisors, LP | 5,600 | $660.8K | 0.17% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 5,605 | $661.4K | 0.46% | +5,605 | New |
| SBI Securities Co., Ltd. | 5,609 | $661.9K | 0.02% | −765−12.0% | Reduced |
| Sonora Investment Management Group, LLC | 5,622 | $663.5K | 0.05% | +356+6.8% | Added |
| TFG Advisers LLC | 5,635 | $664.9K | 0.23% | +273+5.1% | Added |
| Bridgewater Advisors Inc. | 5,633 | $666.1K | 0.05% | +2,931+108.5% | Added |
| Garrett Wealth Advisory Group, LLC | 5,672 | $669.3K | 0.14% | +46+0.8% | Added |
| Kuhn & Co Investment Counsel | 5,676 | $669.8K | 0.51% | 00.0% | Unchanged |
| Finivi Inc. | 5,676 | $669.8K | 0.45% | +237+4.4% | Added |
| Savvy Advisors, Inc. | 5,687 | $671.0K | 0.04% | +1,887+49.7% | Added |
| Fisher Asset Management, LLC | 5,702 | $672.8K | 0.00% | −1,383−19.5% | Reduced |
| Guyasuta Investment Advisors Inc | 5,729 | $676.0K | 0.04% | −136−2.3% | Reduced |
| Monetary Management Group Inc | 5,733 | $676.5K | 0.17% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,737 | $677.0K | 0.01% | −480−7.7% | Reduced |
| San Luis Wealth Advisors LLC | 5,744 | $678.0K | 0.15% | −380−6.2% | Reduced |
| Nilsine Partners, LLC | 5,748 | $678.3K | 0.07% | +117+2.1% | Added |
| Cornerstone Advisory, LLC | 5,753 | $678.8K | 0.07% | −199−3.3% | Reduced |
| Independence Bank of Kentucky | 5,757 | $679.3K | 0.10% | −76−1.3% | Reduced |
| Financial Partners Group, LLC | 5,760 | $679.7K | 0.25% | −2,516−30.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,762 | $679.9K | 0.04% | −137−2.3% | Reduced |
| Vista Investment Partners II, LLC | 5,774 | $681.3K | 0.33% | +207+3.7% | Added |
| Optas, LLC | 5,782 | $682.3K | 0.13% | +2,952+104.3% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,785 | $682.7K | 0.04% | −25−0.4% | Reduced |
| EPG Wealth Management LLC | 5,805 | $684.9K | 0.21% | −2,674−31.5% | Reduced |
| North Dallas Bank & Trust Co | 5,814 | $686.1K | 0.52% | +5,814 | New |
| Aspen Wealth Strategies, LLC | 5,816 | $686.3K | 0.41% | −146−2.4% | Reduced |
| Nwam LLC | 5,668 | $687.4K | 0.04% | +407+7.7% | Added |
| Wellington Shields & Co., LLC | 5,831 | $688.0K | 0.19% | +200+3.6% | Added |
| Nations Financial Group Inc, | 5,833 | $688.4K | 0.05% | +304+5.5% | Added |
| Calton & Associates, Inc. | 5,843 | $689.4K | 0.12% | +1,297+28.5% | Added |
| Acadian Asset Management LLC | 5,873 | $692.0K | 0.00% | +4,108+232.7% | Added |
| Whittier Trust Co of Nevada Inc | 5,866 | $692.2K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 5,885 | $694.4K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 5,905 | $696.8K | 0.17% | −87−1.5% | Reduced |
| AlphaCore Capital LLC | 5,912 | $697.6K | 0.03% | +1,499+34.0% | Added |
| Parkside Financial Bank & Trust | 5,958 | $703.0K | 0.08% | +127+2.2% | Added |
| Aegis Wealth Management LLC | 5,773 | $704.1K | 0.42% | 00.0% | Unchanged |
| Pitcairn Co | 5,995 | $707.4K | 0.05% | −7,352−55.1% | Reduced |
| ICONIQ Capital, LLC | 5,997 | $707.6K | 0.01% | +129+2.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $708.0K | 0.20% | 00.0% | Unchanged |
| Avestar Capital, LLC | 6,014 | $709.7K | 0.05% | +2,027+50.8% | Added |
| Waters Parkerson & Co., LLC | 6,022 | $710.5K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 6,035 | $712.1K | 0.18% | +140+2.4% | Added |
| Hills Bank & Trust Co | 6,039 | $712.6K | 0.04% | −182−2.9% | Reduced |
| Brighton Jones LLC | 6,039 | $712.6K | 0.02% | +161+2.7% | Added |
| Lantz Financial LLC | 6,040 | $712.7K | 0.18% | +52+0.9% | Added |
| Cidel Asset Management Inc | 6,048 | $713.7K | 0.04% | −148−2.4% | Reduced |
| Mitchell Sinkler & Starr | 6,051 | $714.0K | 0.34% | −241−3.8% | Reduced |
| Glen Eagle Advisors, LLC | 6,058 | $714.8K | 0.11% | +318+5.5% | Added |
| Golden State Equity Partners | 6,058 | $714.8K | 0.13% | −3,513−36.7% | Reduced |
| Cobblestone Capital Advisors LLC | 6,083 | $717.8K | 0.04% | +864+16.6% | Added |
| McDaniel Terry & Co | 6,093 | $719.0K | 0.06% | −24−0.4% | Reduced |
| Clarion Wealth Managment Partners, LLC | 6,100 | $719.8K | 0.79% | +6,100 | New |
| Financial Management Professionals, Inc. | 6,100 | $719.8K | 0.08% | −326−5.1% | Reduced |
| United Bank | 6,138 | $724.3K | 0.28% | −26−0.4% | Reduced |
| Northwest Bancshares, Inc. | 6,157 | $726.5K | 0.13% | −125−2.0% | Reduced |
| Coppell Advisory Solutions LLC | 6,238 | $729.4K | 0.09% | +96+1.6% | Added |
| Caldwell Sutter Capital, Inc. | 6,186 | $729.9K | 0.33% | −71−1.1% | Reduced |
| Legacy Financial Advisors, Inc. | 6,188 | $730.2K | 0.11% | +112+1.8% | Added |