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 |
|---|---|---|---|---|---|
| Novare Capital Management LLC | 12,850 | $1.52M | 0.12% | +493+4.0% | Added |
| Weaver Capital Management LLC | 12,854 | $1.52M | 0.37% | −608−4.5% | Reduced |
| Kennondale Capital Management LLC | 12,865 | $1.52M | 1.55% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 12,873 | $1.52M | 0.51% | −342−2.6% | Reduced |
| Brooks, Moore & Associates, Inc. | 12,507 | $1.52M | 0.82% | −75−0.6% | Reduced |
| First County Bank | 12,965 | $1.53M | 0.82% | −1,846−12.5% | Reduced |
| ZWJ Investment Counsel Inc | 12,994 | $1.53M | 0.06% | −97−0.7% | Reduced |
| Focus Financial Network, Inc. | 13,069 | $1.54M | 0.06% | +1,039+8.6% | Added |
| Trust Investment Advisors | 13,118 | $1.55M | 0.94% | −2,470−15.8% | Reduced |
| SRS Capital Advisors, Inc. | 13,180 | $1.56M | 0.07% | +4,414+50.4% | Added |
| Aviva PLC | 13,213 | $1.56M | 0.00% | +539+4.3% | Added |
| WCG Wealth Advisors LLC | 13,234 | $1.56M | 0.10% | +13,234 | New |
| LOM Asset Management Ltd | 13,237 | $1.56M | 0.53% | +13,237 | New |
| Convergence Financial, LLC | 13,264 | $1.57M | 0.27% | +459+3.6% | Added |
| Ashton Thomas Private Wealth, LLC | 13,276 | $1.57M | 0.06% | −6,282−32.1% | Reduced |
| Ethic Inc. | 13,413 | $1.57M | 0.03% | +250+1.9% | Added |
| Ci Investments Inc. | 13,314 | $1.57M | 0.01% | +1,886+16.5% | Added |
| Exencial Wealth Advisors, LLC | 13,319 | $1.57M | 0.06% | −1,788−11.8% | Reduced |
| RNC Capital Management LLC | 13,424 | $1.58M | 0.08% | +47+0.4% | Added |
| Toroso Investments, LLC | 13,426 | $1.58M | 0.01% | −1,645−10.9% | Reduced |
| Alpha Omega Wealth Management LLC | 13,461 | $1.59M | 0.28% | −511−3.7% | Reduced |
| Bellecapital International Ltd. | 13,556 | $1.60M | 0.28% | +1,004+8.0% | Added |
| Mather Group, LLC. | 13,604 | $1.61M | 0.02% | +21+0.2% | Added |
| Meridian Financial Partners LLC | 13,665 | $1.61M | 0.76% | +78+0.6% | Added |
| Jacobi Capital Management LLC | 13,723 | $1.62M | 0.11% | +248+1.8% | Added |
| Ontario Teachers Pension Plan Board | 13,773 | $1.63M | 0.03% | +13,773 | New |
| MainStreet Investment Advisors LLC | 13,788 | $1.63M | 0.23% | +13,788 | New |
| NTV Asset Management LLC | 13,824 | $1.63M | 0.19% | −235−1.7% | Reduced |
| Twin City Private Wealth, LLC | 13,825 | $1.63M | 1.33% | +1,375+11.0% | Added |
| SWP Investment Management LLC | 13,831 | $1.63M | 1.93% | +137+1.0% | Added |
| Cullen/Frost Bankers, Inc. | 13,844 | $1.63M | 0.02% | −165−1.2% | Reduced |
| Skopos Labs, Inc. | 13,880 | $1.64M | 0.21% | +1,845+15.3% | Added |
| MSH Capital Advisors LLC | 13,880 | $1.64M | 0.47% | +34+0.2% | Added |
| Smartleaf Asset Management LLC | 14,020 | $1.64M | 0.14% | −698−4.7% | Reduced |
| Hanson & Doremus Investment Management | 13,919 | $1.64M | 0.22% | −2,510−15.3% | Reduced |
| Qtron Investments LLC | 13,919 | $1.64M | 0.21% | −1,260−8.3% | Reduced |
| Precedent Wealth Partners, LLC | 13,953 | $1.65M | 0.40% | +1,710+14.0% | Added |
| Perigon Wealth Management, LLC | 14,012 | $1.65M | 0.04% | +1,275+10.0% | Added |
| Alaethes Wealth LLC | 14,051 | $1.66M | 0.50% | +14,051 | New |
| Atomi Financial Group, Inc. | 14,094 | $1.66M | 0.06% | −535−3.7% | Reduced |
| Providence First Trust Co | 14,182 | $1.67M | 0.59% | +128+0.9% | Added |
| Marks Group Wealth Management, Inc | 14,196 | $1.68M | 0.16% | −712−4.8% | Reduced |
| Grandview Asset Management LLC | 14,227 | $1.68M | 0.54% | +92+0.7% | Added |
| Ethos Financial Group, LLC | 14,248 | $1.68M | 0.14% | +1,534+12.1% | Added |
| Meridian Wealth Management, LLC | 14,266 | $1.68M | 0.07% | +233+1.7% | Added |
| Armor Investment Advisors, LLC | 14,365 | $1.70M | 0.64% | −803−5.3% | Reduced |
| Wealth Dimensions Group, Ltd. | 14,389 | $1.70M | 0.37% | −68−0.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 14,487 | $1.71M | 0.31% | +400+2.8% | Added |
| Inspire Trust Co, N.A. | 14,500 | $1.71M | 0.35% | +2,500+20.8% | Added |
| Burke & Herbert Bank & Trust Co | 14,502 | $1.71M | 0.38% | +1,629+12.7% | Added |
| Cornerstone Wealth Management, LLC | 14,550 | $1.72M | 0.10% | +252+1.8% | Added |
| King Luther Capital Management Corp | 14,585 | $1.72M | 0.01% | +300+2.1% | Added |
| Diversified Trust Co | 14,610 | $1.72M | 0.04% | +3,180+27.8% | Added |
| Private Wealth Partners, LLC | 14,655 | $1.73M | 0.13% | −52−0.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.74M | 0.21% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 14,757 | $1.74M | 0.12% | +14+0.1% | Added |
| Agp Franklin, LLC | 14,817 | $1.75M | 0.92% | +1,251+9.2% | Added |
| Bull Street Advisors, LLC | 14,823 | $1.75M | 0.84% | 00.0% | Unchanged |
| Wedmont Private Capital | 14,929 | $1.75M | 0.07% | +575+4.0% | Added |
| WealthTrust Axiom LLC | 14,830 | $1.75M | 0.51% | −676−4.4% | Reduced |
| Park National Corp | 14,839 | $1.75M | 0.06% | −230−1.5% | Reduced |
| Citizens Financial Group Inc | 14,850 | $1.75M | 0.03% | +3,868+35.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,886 | $1.76M | 0.02% | −2,135−12.5% | Reduced |
| Patrick Mauro Investment Advisor, INC. | 14,913 | $1.76M | 1.00% | −5,991−28.7% | Reduced |
| Northcape Wealth Management, LLC | 14,923 | $1.76M | 0.54% | −91−0.6% | Reduced |
| Capital Investment Counsel, Inc | 14,947 | $1.76M | 0.23% | +993+7.1% | Added |
| Symphony Financial, Ltd. Co. | 14,945 | $1.77M | 0.23% | +14,945 | New |
| Gibson Wealth Advisors LLC | 15,000 | $1.77M | 1.32% | +2,000+15.4% | Added |
| AssuredPartners Investment Advisors, LLC | 15,036 | $1.77M | 0.43% | −2,649−15.0% | Reduced |
| Plan Group Financial, LLC | 15,066 | $1.78M | 0.58% | +1,899+14.4% | Added |
| Prosperity Consulting Group, LLC | 15,132 | $1.79M | 0.13% | −598−3.8% | Reduced |
| Landscape Capital Management, L.L.C. | 15,164 | $1.79M | 0.14% | +7,562+99.5% | Added |
| Earnest Partners LLC | 15,175 | $1.79M | 0.01% | +578+4.0% | Added |
| Summit Global Investments | 15,194 | $1.79M | 0.11% | +8,068+113.2% | Added |
| Integrated Advisors Network LLC | 15,213 | $1.80M | 0.08% | −700−4.4% | Reduced |
| Rahlfs Capital, LLC | 15,216 | $1.80M | 1.64% | −200−1.3% | Reduced |
| Cornerstone Capital, Inc. | 15,264 | $1.80M | 0.19% | −7,115−31.8% | Reduced |
| Confluence Wealth Services, Inc. | 15,287 | $1.80M | 0.10% | −15−0.1% | Reduced |
| TownSquare Capital, LLC | 15,300 | $1.81M | 0.18% | −108,079−87.6% | Reduced |
| GAM Holding AG | 15,388 | $1.82M | 0.13% | +39+0.3% | Added |
| First National Trust Co | 15,436 | $1.82M | 0.07% | −210−1.3% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 15,521 | $1.83M | 0.15% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 15,531 | $1.83M | 0.42% | +546+3.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,578 | $1.84M | 0.01% | +6,030+63.2% | Added |
| Tower Bridge Advisors | 15,703 | $1.85M | 0.20% | +3,175+25.3% | Added |
| Private Trust Co NA | 15,810 | $1.87M | 0.18% | +238+1.5% | Added |
| Wealthcare Advisory Partners LLC | 15,810 | $1.87M | 0.04% | +130+0.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 15,833 | $1.87M | 0.02% | 00.0% | Unchanged |
| Ballast, Inc. | 15,849 | $1.87M | 0.49% | +67+0.4% | Added |
| Keeler Thomas Management LLC | 15,879 | $1.87M | 0.81% | +15,879 | New |
| Mission Wealth Management, LP | 15,896 | $1.88M | 0.04% | +56+0.4% | Added |
| Advisory Alpha, LLC | 15,902 | $1.88M | 0.06% | −71−0.4% | Reduced |
| Donaldson Capital Management, LLC | 15,932 | $1.88M | 0.07% | −2,303−12.6% | Reduced |
| Advisor OS, LLC | 15,957 | $1.88M | 0.19% | +2,173+15.8% | Added |
| Jeppson Wealth Management, LLC | 15,972 | $1.88M | 0.65% | −194−1.2% | Reduced |
| SWS Partners | 16,076 | $1.90M | 0.51% | −686−4.1% | Reduced |
| Meeder Advisory Services, Inc. | 16,106 | $1.90M | 0.10% | +1,446+9.9% | Added |
| Lineweaver Wealth Advisors, LLC | 16,113 | $1.90M | 0.30% | +1,177+7.9% | Added |
| Hartford Funds Management Co LLC | 16,132 | $1.90M | 0.16% | +584+3.8% | Added |
| Oak Harbor Wealth Partners, LLC | 16,136 | $1.90M | 0.51% | −887−5.2% | Reduced |