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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 7,792 | $919.4K | 0.03% | −920−10.6% | Reduced |
| Heritage Investors Management Corp | 7,795 | $920.0K | 0.03% | +134+1.7% | Added |
| Blue Rock Wealth Management LLC | 7,821 | $922.9K | 0.64% | +10.0% | Added |
| Wulff, Hansen & Co. | 7,840 | $925.1K | 0.79% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 7,861 | $927.6K | 0.12% | +1,300+19.8% | Added |
| Rehmann Capital Advisory Group | 7,879 | $929.8K | 0.06% | −391−4.7% | Reduced |
| Birch Hill Investment Advisors LLC | 7,888 | $930.8K | 0.04% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 7,888 | $930.9K | 0.18% | +103+1.3% | Added |
| HM Payson & Co | 7,892 | $931.3K | 0.01% | −26−0.3% | Reduced |
| Intrust Bank NA | 7,896 | $931.7K | 0.08% | −469−5.6% | Reduced |
| Shepherd Kaplan Krochuk, LLC | 7,950 | $938.1K | 0.82% | −118−1.5% | Reduced |
| Scotia Capital Inc. | 7,951 | $938.2K | 0.00% | −2,920−26.9% | Reduced |
| Cape Investment Advisory, Inc. | 7,968 | $940.2K | 0.34% | +400+5.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 7,971 | $940.6K | 0.15% | −57−0.7% | Reduced |
| Horizon Financial Services, LLC | 7,973 | $940.8K | 0.50% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 7,994 | $943.3K | 0.12% | −418−5.0% | Reduced |
| Stephenson National Bank & Trust | 8,013 | $945.5K | 0.31% | −82−1.0% | Reduced |
| First National Bank & Trust Co of Newtown | 8,028 | $947.3K | 0.19% | −50−0.6% | Reduced |
| Nebula Research & Development LLC | 8,082 | $953.7K | 0.08% | +8,082 | New |
| Buck Wealth Strategies, LLC | 8,085 | $954.0K | 0.15% | −553−6.4% | Reduced |
| BCS Wealth Management | 8,095 | $955.0K | 0.21% | +6,333+359.4% | Added |
| BNP Paribas | 8,111 | $959.9K | 0.03% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 8,136 | $960.1K | 0.10% | +2,587+46.6% | Added |
| ISAM Funds (UK) Ltd | 8,142 | $960.8K | 0.21% | +8,142 | New |
| Tower Research Capital LLC (TRC) | 8,144 | $961.0K | 0.03% | −45,418−84.8% | Reduced |
| Reaves W H & Co Inc | 8,164 | $963.4K | 0.02% | −140−1.7% | Reduced |
| Sawyer & Company, Inc | 7,667 | $970.5K | 0.35% | −667−8.0% | Reduced |
| Journey Strategic Wealth LLC | 8,292 | $978.5K | 0.03% | +4,222+103.7% | Added |
| Kovack Advisors, Inc. | 8,308 | $980.3K | 0.10% | −114−1.4% | Reduced |
| Los Angeles Capital Management LLC | 8,310 | $980.6K | 0.00% | −5,500−39.8% | Reduced |
| West Family Investments, Inc. | 8,313 | $980.9K | 0.26% | +1,677+25.3% | Added |
| Foster Victor Wealth Advisors, LLC | 8,417 | $986.2K | 0.07% | +20.0% | Added |
| SCS Capital Management LLC | 8,381 | $988.9K | 0.01% | +294+3.6% | Added |
| Great Valley Advisor Group, Inc. | 8,397 | $990.6K | 0.02% | −884−9.5% | Reduced |
| Thrive Wealth Management, LLC | 8,400 | $991.2K | 0.16% | −20−0.2% | Reduced |
| Parsons Capital Management Inc | 8,428 | $994.5K | 0.06% | −46,666−84.7% | Reduced |
| Guardian Wealth Advisors, LLC | 8,488 | $1.00M | 0.07% | +159+1.9% | Added |
| Avantax Planning Partners, Inc. | 8,502 | $1.00M | 0.03% | −170−2.0% | Reduced |
| Allred Capital Management, LLC | 8,532 | $1.01M | 0.38% | −314−3.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,542 | $1.01M | 0.03% | +558+7.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 8,578 | $1.01M | 0.33% | −58−0.7% | Reduced |
| Sumitomo Life Insurance Co | 8,599 | $1.01M | 0.07% | −620−6.7% | Reduced |
| Gratus Wealth Advisors, LLC | 8,601 | $1.01M | 0.15% | −103−1.2% | Reduced |
| Ancora Advisors, LLC | 8,618 | $1.02M | 0.02% | +269+3.2% | Added |
| Neville Rodie & Shaw Inc | 8,631 | $1.02M | 0.08% | −50−0.6% | Reduced |
| SageView Advisory Group, LLC | 8,687 | $1.02M | 0.04% | −22−0.3% | Reduced |
| First Command Advisory Services, Inc. | 8,693 | $1.03M | 0.01% | +382+4.6% | Added |
| Sculati Wealth Management, LLC | 8,721 | $1.03M | 0.39% | +1,156+15.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 8,745 | $1.03M | 0.12% | +371+4.4% | Added |
| Wolverine Asset Management LLC | 8,753 | $1.03M | 0.02% | +8,753 | New |
| Crowley Wealth Management, Inc. | 8,681 | $1.03M | 0.94% | +25+0.3% | Added |
| Violich Capital Management, Inc. | 8,838 | $1.04M | 0.15% | +8,838 | New |
| KCM Investment Advisors LLC | 8,862 | $1.05M | 0.04% | +941+11.9% | Added |
| Maridea Wealth Management LLC | 8,863 | $1.05M | 0.27% | +8,863 | New |
| Checchi Capital Advisers, LLC | 8,884 | $1.05M | 0.07% | −566−6.0% | Reduced |
| Western Wealth Management, LLC | 8,912 | $1.05M | 0.06% | +311+3.6% | Added |
| Continuum Advisory, LLC | 8,963 | $1.06M | 0.13% | +1,601+21.7% | Added |
| BCS Private Wealth Management, Inc. | 8,970 | $1.06M | 0.40% | +8,970 | New |
| Dogwood Wealth Management LLC | 9,125 | $1.06M | 0.52% | +3,152+52.8% | Added |
| First Dallas Securities Inc. | 9,018 | $1.06M | 0.42% | −1,041−10.3% | Reduced |
| Trust Co of Virginia | 9,020 | $1.06M | 0.09% | +252+2.9% | Added |
| JBR Co Financial Management Inc | 9,062 | $1.07M | 0.53% | −966−9.6% | Reduced |
| Danske Bank A/S | 9,087 | $1.07M | 0.00% | +1,213+15.4% | Added |
| Field & Main Bank | 9,118 | $1.08M | 0.35% | −105−1.1% | Reduced |
| Wetherby Asset Management Inc | 9,129 | $1.08M | 0.05% | +9,129 | New |
| Elm Partners Management LLC | 9,132 | $1.08M | 0.06% | +9,132 | New |
| GW Henssler & Associates Ltd | 9,183 | $1.08M | 0.06% | +912+11.0% | Added |
| Segment Wealth Management, LLC | 9,197 | $1.09M | 0.07% | +73+0.8% | Added |
| EverSource Wealth Advisors, LLC | 9,218 | $1.09M | 0.05% | −4,502−32.8% | Reduced |
| Keynote Financial Services LLC | 9,254 | $1.09M | 0.73% | 00.0% | Unchanged |
| Stableford Capital II LLC | 9,119 | $1.09M | 0.41% | +132+1.5% | Added |
| NorthRock Partners, LLC | 9,277 | $1.09M | 0.03% | +1,910+25.9% | Added |
| Belpointe Asset Management LLC | 9,292 | $1.10M | 0.05% | −1,116−10.7% | Reduced |
| Peoples Financial Services Corp. | 9,312 | $1.10M | 0.54% | −7−0.1% | Reduced |
| First National Advisers, LLC | 9,341 | $1.10M | 0.16% | +275+3.0% | Added |
| Journey Advisory Group, LLC | 9,379 | $1.11M | 0.09% | −15−0.2% | Reduced |
| Grimes & Company, Inc. | 9,400 | $1.11M | 0.03% | +40+0.4% | Added |
| Sollinda Capital Management LLC | 9,408 | $1.11M | 0.29% | +30.0% | Added |
| Procyon Private Wealth Partners, LLC | 9,505 | $1.12M | 0.11% | +600+6.7% | Added |
| Kellett Schaffner Wealth Advisors LLC | 9,514 | $1.12M | 0.73% | +40.0% | Added |
| United Bank | 9,545 | $1.13M | 0.13% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 9,576 | $1.13M | 0.51% | +16+0.2% | Added |
| MBL Wealth, LLC | 9,578 | $1.13M | 0.11% | +477+5.2% | Added |
| Ingalls & Snyder LLC | 9,609 | $1.13M | 0.04% | −1,005−9.5% | Reduced |
| Delta Financial Advisors LLC | 9,612 | $1.13M | 0.40% | −394−3.9% | Reduced |
| Balboa Wealth Partners | 9,618 | $1.13M | 0.23% | +179+1.9% | Added |
| O'Keefe Stevens Advisory, Inc. | 9,670 | $1.14M | 0.32% | +1,598+19.8% | Added |
| Corundum Group, Inc. | 9,672 | $1.14M | 0.50% | +161+1.7% | Added |
| CFS Investment Advisory Services, LLC | 9,674 | $1.14M | 0.09% | +43+0.4% | Added |
| Kavar Capital Partners Group, LLC | 9,695 | $1.14M | 0.16% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 9,719 | $1.15M | 0.17% | +338+3.6% | Added |
| Fca Corp | 9,746 | $1.15M | 0.34% | +125+1.3% | Added |
| Verity Asset Management, Inc. | 9,782 | $1.15M | 0.55% | +113+1.2% | Added |
| Harmony Asset Management LLC | 9,798 | $1.16M | 0.43% | −6,558−40.1% | Reduced |
| Cassia Capital Partners, LLC | 9,821 | $1.16M | 0.70% | −229−2.3% | Reduced |
| Retirement Guys Formula LLC | 9,834 | $1.16M | 0.44% | +776+8.6% | Added |
| Ransom Advisory, Ltd | 9,837 | $1.16M | 0.55% | −675−6.4% | Reduced |
| Pines Wealth Management, LLC | 9,940 | $1.17M | 0.41% | +135+1.4% | Added |
| Challenger Wealth Management | 9,887 | $1.17M | 0.81% | +44+0.4% | Added |
| Martingale Asset Management L P | 9,893 | $1.17M | 0.03% | +2,930+42.1% | Added |