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 |
|---|---|---|---|---|---|
| LifePlan Financial, LLC | 9,999 | $1.18M | 0.98% | +469+4.9% | Added |
| OneAscent Financial Services LLC | 9,975 | $1.18M | 0.08% | +2,254+29.2% | Added |
| Winthrop Capital Management, LLC | 10,028 | $1.18M | 0.30% | +48+0.5% | Added |
| Gables Capital Management Inc. | 10,054 | $1.19M | 0.56% | −2,512−20.0% | Reduced |
| SPC Financial, Inc. | 10,076 | $1.19M | 0.10% | +101+1.0% | Added |
| Northstar Financial Companies, Inc. | 10,089 | $1.19M | 1.24% | +2,760+37.7% | Added |
| My Legacy Advisors, LLC | 10,128 | $1.20M | 0.43% | +21+0.2% | Added |
| Haverford Trust Co | 10,197 | $1.20M | 0.01% | −605−5.6% | Reduced |
| Chicago Trust Co NA | 10,221 | $1.21M | 0.17% | +4,193+69.6% | Added |
| Chesley Taft & Associates LLC | 10,230 | $1.21M | 0.05% | +1,615+18.7% | Added |
| Chicago Capital, LLC | 10,263 | $1.21M | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 10,282 | $1.21M | 0.02% | +429+4.4% | Added |
| First National Corp | 10,287 | $1.21M | 0.24% | −414−3.9% | Reduced |
| Whalerock Point Partners, LLC | 10,297 | $1.22M | 0.26% | +170+1.7% | Added |
| USA Financial Portformulas Corp | 10,302 | $1.22M | 0.21% | +10,302 | New |
| Cresset Asset Management, LLC | 10,381 | $1.22M | 0.01% | −3,699−26.3% | Reduced |
| Roxbury Financial LLC | 10,392 | $1.23M | 1.19% | +55+0.5% | Added |
| Atlas Brown,Inc. | 10,404 | $1.23M | 0.39% | −389−3.6% | Reduced |
| Rollins Financial Advisors, LLC | 10,433 | $1.23M | 0.20% | −106−1.0% | Reduced |
| Hayek Kallen Investment Management | 10,462 | $1.23M | 0.42% | +413+4.1% | Added |
| Phillips Wealth Planners LLC | 10,642 | $1.24M | 1.12% | +579+5.8% | Added |
| Taylor Hoffman Capital Management LLC | 10,518 | $1.24M | 0.42% | −173−1.6% | Reduced |
| Valmark Advisers, Inc. | 10,578 | $1.25M | 0.02% | +1,124+11.9% | Added |
| Reuter James Wealth Management, LLC | 10,636 | $1.26M | 0.20% | −194−1.8% | Reduced |
| Invesco, LLC | 10,645 | $1.26M | 0.47% | −907−7.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,649 | $1.26M | 0.14% | −516−4.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 10,698 | $1.26M | 0.03% | +2,783+35.2% | Added |
| Cherokee Insurance Co | 10,700 | $1.26M | 0.55% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 10,726 | $1.27M | 0.88% | +361+3.5% | Added |
| Clearbridge Investments, LLC | 10,728 | $1.27M | 0.00% | −1,100−9.3% | Reduced |
| Beech Hill Advisors, Inc. | 10,760 | $1.27M | 0.57% | −1,615−13.1% | Reduced |
| First City Capital Management, Inc. | 10,788 | $1.27M | 0.73% | −65−0.6% | Reduced |
| Keystone Financial Group | 10,798 | $1.27M | 0.11% | +300+2.9% | Added |
| Tocqueville Asset Management L.P. | 10,807 | $1.28M | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10,811 | $1.28M | 0.16% | −888−7.6% | Reduced |
| Nomura Holdings Inc | 10,873 | $1.28M | 0.01% | +5,403+98.8% | Added |
| Newbridge Financial Services Group, Inc. | 10,874 | $1.28M | 0.21% | −1,789−14.1% | Reduced |
| Insigneo Advisory Services, LLC | 10,882 | $1.28M | 0.11% | +550+5.3% | Added |
| Parallel Advisors, LLC | 10,923 | $1.29M | 0.03% | +1,384+14.5% | Added |
| Outfitter Financial LLC | 11,000 | $1.30M | 1.11% | +1,560+16.5% | Added |
| 1st Source Bank | 11,042 | $1.30M | 0.07% | −190−1.7% | Reduced |
| Nepsis, Inc. | 11,061 | $1.31M | 0.36% | −3,690−25.0% | Reduced |
| Allen Wealth Management, LLC | 11,152 | $1.32M | 0.92% | −155−1.4% | Reduced |
| GTS Securities LLC | 11,153 | $1.32M | 0.06% | −11,822−51.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 11,180 | $1.32M | 0.11% | +9,074+430.9% | Added |
| LMG Wealth Partners, LLC | 11,224 | $1.32M | 0.27% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 11,252 | $1.33M | 0.04% | +121+1.1% | Added |
| National Asset Management, Inc. | 11,265 | $1.33M | 0.06% | −57,733−83.7% | Reduced |
| LS Investment Advisors, LLC | 11,360 | $1.34M | 0.20% | +1,141+11.2% | Added |
| LCNB Corp | 11,452 | $1.35M | 0.48% | −100−0.9% | Reduced |
| Biltmore Family Office, LLC | 11,462 | $1.35M | 0.23% | 00.0% | Unchanged |
| Columbia Asset Management | 11,472 | $1.35M | 0.27% | −398−3.4% | Reduced |
| Fiduciary Trust Co | 11,515 | $1.36M | 0.02% | +339+3.0% | Added |
| HBK Sorce Advisory LLC | 11,550 | $1.36M | 0.04% | −212−1.8% | Reduced |
| Claro Advisors LLC | 11,642 | $1.37M | 0.23% | −846−6.8% | Reduced |
| International Assets Investment Management, LLC | 11,645 | $1.37M | 0.11% | −3,855−24.9% | Reduced |
| TCW Group Inc | 11,676 | $1.38M | 0.01% | +245+2.1% | Added |
| Greenfield Savings Bank | 11,718 | $1.38M | 0.63% | −114−1.0% | Reduced |
| JT Stratford LLC | 11,791 | $1.39M | 0.21% | +287+2.5% | Added |
| LongView Wealth Management | 11,853 | $1.40M | 0.42% | −947−7.4% | Reduced |
| Modern Wealth Management, LLC | 11,907 | $1.40M | 0.03% | +1,369+13.0% | Added |
| Everhart Financial Group, Inc. | 11,909 | $1.41M | 0.16% | +3,475+41.2% | Added |
| Burkett Financial Services, LLC | 11,926 | $1.41M | 0.51% | +95+0.8% | Added |
| Frank, Rimerman Advisors LLC | 11,954 | $1.41M | 0.09% | +3,586+42.9% | Added |
| Cascades Capital Asset Management, LLC | 11,954 | $1.41M | 0.73% | +3,623+43.5% | Added |
| Marble Harbor Investment Counsel, LLC | 11,958 | $1.41M | 0.15% | −200−1.6% | Reduced |
| Portside Wealth Group, LLC | 11,964 | $1.41M | 0.21% | +377+3.3% | Added |
| Excalibur Management Corp | 11,996 | $1.42M | 0.53% | −245−2.0% | Reduced |
| InTrack Investment Management Inc | 12,000 | $1.42M | 0.95% | +2,707+29.1% | Added |
| Formidable Asset Management, LLC | 11,650 | $1.42M | 0.24% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 12,051 | $1.42M | 0.02% | −200−1.6% | Reduced |
| Raleigh Capital Management Inc. | 12,062 | $1.42M | 0.60% | +212+1.8% | Added |
| Mystic Asset Management, Inc. | 12,124 | $1.43M | 0.35% | +60.0% | Added |
| Paradigm Financial Partners, LLC | 12,148 | $1.43M | 0.16% | +422+3.6% | Added |
| BFSG, LLC | 12,154 | $1.43M | 0.16% | +565+4.9% | Added |
| Souders Financial Advisors | 12,167 | $1.44M | 0.18% | −276−2.2% | Reduced |
| RDA Financial Network | 12,171 | $1.44M | 0.39% | +9,444+346.3% | Added |
| Allen Capital Group, LLC | 12,192 | $1.44M | 0.15% | +31+0.3% | Added |
| Mesirow Financial Investment Management, Inc. | 12,277 | $1.45M | 0.03% | +25+0.2% | Added |
| Pullen Investment Management, LLC | 12,298 | $1.45M | 0.87% | −72−0.6% | Reduced |
| Patten Group, Inc. | 12,333 | $1.46M | 0.31% | +154+1.3% | Added |
| Welch Group, LLC | 12,400 | $1.46M | 0.06% | +81+0.7% | Added |
| Ritholtz Wealth Management | 12,403 | $1.46M | 0.03% | +1,915+18.3% | Added |
| Change Path, LLC | 12,404 | $1.46M | 0.04% | +1,326+12.0% | Added |
| Northeast Financial Consultants Inc | 12,422 | $1.47M | 0.06% | 00.0% | Unchanged |
| NVWM, LLC | 12,459 | $1.47M | 0.35% | −133−1.1% | Reduced |
| Norway Savings Bank | 12,504 | $1.48M | 0.76% | −1,495−10.7% | Reduced |
| Voya Financial Advisors, Inc. | 12,639 | $1.48M | 0.15% | +303+2.5% | Added |
| Silver Oak Securities, Inc | 12,527 | $1.48M | 0.12% | −102−0.8% | Reduced |
| ROI Financial Advisors, LLC | 12,535 | $1.48M | 0.94% | +425+3.5% | Added |
| Cornercap Investment Counsel Inc | 12,568 | $1.48M | 0.77% | −282−2.2% | Reduced |
| Ninepoint Partners LP | 12,573 | $1.48M | 0.29% | +518+4.3% | Added |
| Highview Capital Management LLC | 12,583 | $1.48M | 0.57% | +950+8.2% | Added |
| Gibbs Wealth Management | 12,643 | $1.49M | 0.29% | +502+4.1% | Added |
| Quest Partners LLC | 12,652 | $1.49M | 0.15% | −674−5.1% | Reduced |
| Engineers Gate Manager LP | 12,654 | $1.49M | 0.02% | −8,172−39.2% | Reduced |
| Orca Wealth Management, LLC | 12,701 | $1.50M | 1.26% | +81+0.6% | Added |
| Victrix Investment Advisors | 12,756 | $1.51M | 0.67% | +389+3.1% | Added |
| Trust Co of Vermont | 12,761 | $1.51M | 0.07% | +375+3.0% | Added |
| Mount Yale Investment Advisors, LLC | 12,783 | $1.51M | 0.12% | +328+2.6% | Added |