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 |
|---|---|---|---|---|---|
| Future Financial Wealth Managment LLC | 6,205 | $732.2K | 0.50% | +26+0.4% | Added |
| Moody National Bank Trust Division | 6,212 | $733.0K | 0.07% | −145−2.3% | Reduced |
| Cim Investment Mangement Inc | 6,508 | $734.5K | 0.14% | +3,249+99.7% | Added |
| Perpetual Ltd | 6,245 | $736.9K | 0.01% | +6,245 | New |
| Finward Bancorp | 6,250 | $737.5K | 0.58% | −5−0.1% | Reduced |
| Goepper Burkhardt LLC | 6,252 | $737.7K | 0.27% | +2,618+72.0% | Added |
| NWF Advisory Services Inc. | 6,273 | $740.3K | 0.09% | −219−3.4% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 6,292 | $742.4K | 0.84% | −3,033−32.5% | Reduced |
| Monument Capital Management | 6,293 | $742.6K | 0.19% | +6,293 | New |
| Edgewood Management LLC | 6,302 | $743.6K | 0.00% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 6,337 | $747.8K | 0.13% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 6,339 | $748.0K | 0.06% | −59−0.9% | Reduced |
| Crescent Sterling, Ltd. | 6,353 | $749.7K | 0.84% | −125−1.9% | Reduced |
| Whittier Trust Co | 6,353 | $749.7K | 0.01% | −100−1.5% | Reduced |
| Persium Advisors, LLC | 6,371 | $751.8K | 0.62% | +298+4.9% | Added |
| Bearing Point Capital, LLC | 6,376 | $752.4K | 0.14% | −1,129−15.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,388 | $753.8K | 0.04% | +395+6.6% | Added |
| Dearborn Partners LLC | 6,395 | $754.6K | 0.04% | +30+0.5% | Added |
| Crestwood Advisors Group LLC | 6,406 | $755.9K | 0.01% | +1,003+18.6% | Added |
| Main Street Financial Solutions, LLC | 6,408 | $756.2K | 0.05% | +2,344+57.7% | Added |
| Stockman Wealth Management, Inc. | 6,419 | $757.4K | 0.10% | −112−1.7% | Reduced |
| 3Chopt Investment Partners, LLC | 6,428 | $758.5K | 0.18% | −266−4.0% | Reduced |
| Inceptionr LLC | 6,428 | $758.5K | 0.18% | +6,428 | New |
| Visionary Horizons, LLC | 6,446 | $760.6K | 0.48% | −310−4.6% | Reduced |
| Cross Staff Investments Inc | 6,449 | $761.0K | 0.57% | −332−4.9% | Reduced |
| Optimum Investment Advisors | 6,468 | $763.2K | 0.33% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,471 | $763.6K | 0.18% | −90−1.4% | Reduced |
| Mechanics Financial Corp | 6,482 | $764.9K | 0.33% | +4,425+215.1% | Added |
| Smith Thornton Advisors LLC | 6,507 | $767.9K | 0.44% | −225−3.3% | Reduced |
| Wealth Management Associates, Inc. | 6,512 | $768.4K | 0.30% | −200−3.0% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 6,520 | $769.4K | 0.48% | +506+8.4% | Added |
| Schonfeld Strategic Advisors LLC | 6,529 | $770.4K | 0.01% | −17,037−72.3% | Reduced |
| Sapient Capital LLC | 6,531 | $770.7K | 0.01% | −3,732−36.4% | Reduced |
| Larson Financial Group LLC | 6,565 | $774.6K | 0.03% | +1,925+41.5% | Added |
| AdvisorNet Financial, Inc | 6,611 | $780.1K | 0.05% | −141−2.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,627 | $782.0K | 0.20% | −58−0.9% | Reduced |
| Adapt Wealth Advisors, LLC | 6,650 | $784.7K | 0.35% | −86−1.3% | Reduced |
| Cobler Capital Management, LLC | 6,241 | $788.3K | 0.92% | +6,241 | New |
| Hengehold Capital Management LLC | 6,688 | $789.2K | 0.07% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 6,688 | $789.2K | 0.08% | +450+7.2% | Added |
| L.M. Kohn & Company | 6,700 | $790.6K | 0.21% | −292−4.2% | Reduced |
| Alps Advisors Inc | 6,746 | $796.0K | 0.00% | +3,011+80.6% | Added |
| Keudell/Morrison Wealth Management | 6,758 | $797.5K | 0.18% | −673−9.1% | Reduced |
| Brian Low Financial Group, LLC | 6,769 | $798.8K | 0.75% | +6,769 | New |
| Powers Advisory Group, LLC | 6,775 | $799.5K | 0.35% | +40+0.6% | Added |
| Ausdal Financial Partners, Inc. | 6,794 | $801.7K | 0.05% | −806−10.6% | Reduced |
| Stratos Wealth Advisors, LLC | 6,821 | $805.0K | 0.04% | +233+3.5% | Added |
| Manchester Capital Management LLC | 6,825 | $805.4K | 0.11% | +100+1.5% | Added |
| Paradigm Capital Management, LLC | 6,832 | $806.0K | 0.80% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 6,832 | $806.2K | 0.12% | −145−2.1% | Reduced |
| Wills Financial Group LLC | 6,842 | $807.3K | 0.35% | +4+0.1% | Added |
| Venture Visionary Partners LLC | 6,847 | $808.0K | 0.03% | +353+5.4% | Added |
| Prossimo Advisors, LLC | 6,871 | $811.0K | 0.65% | −174−2.5% | Reduced |
| Washington Trust Co | 6,891 | $813.1K | 0.03% | +266+4.0% | Added |
| Archer Investment Corp | 6,908 | $815.2K | 0.19% | +10+0.1% | Added |
| Arete Wealth Advisors, LLC | 6,913 | $816.0K | 0.06% | −976−12.4% | Reduced |
| Fidelis Capital Partners, LLC | 6,530 | $817.7K | 0.07% | +131+2.0% | Added |
| Sound Income Strategies, LLC | 6,941 | $819.1K | 0.05% | +5,034+264.0% | Added |
| CX Institutional | 6,953 | $821.0K | 0.03% | +366+5.6% | Added |
| Alamea Verwaltungs GmbH | 7,008 | $826.9K | 0.62% | −916−11.6% | Reduced |
| Capital Advisors Inc | 7,019 | $828.2K | 0.01% | −776−10.0% | Reduced |
| Albion Financial Group | 7,046 | $831.4K | 0.05% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 7,154 | $839.1K | 0.16% | −389−5.2% | Reduced |
| Kapstone Financial Advisors LLC | 7,117 | $839.8K | 0.42% | +759+11.9% | Added |
| Revisor Wealth Management LLC | 7,161 | $846.2K | 0.31% | +3,466+93.8% | Added |
| McGrath & Associates, Inc. | 7,194 | $848.9K | 1.38% | +158+2.2% | Added |
| Madden Securities Corp | 7,221 | $852.1K | 0.29% | −703−8.9% | Reduced |
| KLCM Advisors, Inc. | 7,222 | $852.2K | 0.09% | −1,332−15.6% | Reduced |
| Moneta Group Investment Advisors LLC | 7,240 | $854.3K | 0.01% | +856+13.4% | Added |
| Pittenger & Anderson Inc | 7,250 | $855.5K | 0.03% | 00.0% | Unchanged |
| Zacks Investment Management | 7,271 | $858.0K | 0.01% | +3,163+77.0% | Added |
| Syon Capital LLC | 7,304 | $861.9K | 0.06% | +2,436+50.0% | Added |
| Mayflower Financial Advisors, LLC | 7,315 | $863.1K | 0.12% | +216+3.0% | Added |
| Atlanta Consulting Group Advisors, LLC | 7,317 | $863.4K | 0.24% | −23−0.3% | Reduced |
| Bigelow Investment Advisors, LLC | 7,321 | $863.9K | 0.38% | +198+2.8% | Added |
| Gryphon Financial Partners LLC | 7,359 | $868.4K | 0.11% | +1,201+19.5% | Added |
| AA Financial Advisors, LLC | 7,377 | $870.4K | 0.19% | +1,107+17.7% | Added |
| Brevan Howard Capital Management LP | 7,401 | $873.3K | 0.01% | +7,401 | New |
| West Michigan Advisors, LLC | 7,446 | $878.6K | 0.25% | +903+13.8% | Added |
| Voleon Capital Management LP | 7,478 | $882.4K | 0.05% | +7,478 | New |
| Baldwin Investment Management, LLC | 7,489 | $883.7K | 0.11% | −45−0.6% | Reduced |
| Kanawha Capital Management LLC | 7,489 | $883.7K | 0.07% | +929+14.2% | Added |
| BancorpSouth Bank | 7,494 | $884.3K | 0.06% | +158+2.2% | Added |
| Oak Hill Wealth Advisors, LLC | 7,603 | $884.4K | 0.18% | +1,911+33.6% | Added |
| High Net Worth Advisory Group LLC | 7,503 | $885.5K | 0.23% | −666−8.2% | Reduced |
| Trust Co of the South | 7,551 | $891.0K | 0.16% | −2,639−25.9% | Reduced |
| V-Square Quantitative Management LLC | 7,573 | $893.6K | 0.12% | +563+8.0% | Added |
| Cigna Investments Inc | 7,597 | $896.0K | 0.15% | −144−1.9% | Reduced |
| Fiduciary Group LLC | 7,596 | $896.3K | 0.08% | 00.0% | Unchanged |
| Essex Savings Bank | 7,623 | $899.5K | 0.21% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 7,651 | $902.8K | 0.25% | 00.0% | Unchanged |
| VeraBank, N.A. | 7,682 | $906.5K | 0.18% | +5,220+212.0% | Added |
| Cannon Financial Strategists, Inc. | 7,689 | $907.3K | 0.14% | +25+0.3% | Added |
| Community Bank of Raymore | 7,690 | $907.4K | 0.67% | 00.0% | Unchanged |
| Harbour Trust & Investment Management Co | 7,721 | $911.1K | 0.10% | +734+10.5% | Added |
| Signal Advisors Wealth, LLC | 7,735 | $912.6K | 0.07% | +7,735 | New |
| Ameritas Investment Partners, Inc. | 7,758 | $915.4K | 0.03% | −227−2.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,764 | $916.2K | 0.05% | −8,832−53.2% | Reduced |
| MidWestOne Financial Group, Inc. | 7,771 | $916.9K | 0.12% | −31−0.4% | Reduced |
| Doliver Advisors, LP | 7,778 | $917.8K | 0.25% | −1,558−16.7% | Reduced |