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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 16,144 | $1.90M | 0.07% | +2,173+15.6% | Added |
| City Holding Co | 16,307 | $1.92M | 0.25% | −47−0.3% | Reduced |
| D. E. Shaw & Co., Inc. | 16,316 | $1.93M | 0.00% | −30,981−65.5% | Reduced |
| StoneX Group Inc. | 16,333 | $1.93M | 0.09% | −968−5.6% | Reduced |
| Bradley Foster & Sargent Inc | 16,367 | $1.93M | 0.03% | +414+2.6% | Added |
| TCG Advisory Services, LLC | 16,395 | $1.93M | 0.07% | +2,937+21.8% | Added |
| Mechanics Bank Trust Department | 16,451 | $1.94M | 0.28% | −1,482−8.3% | Reduced |
| First Manhattan Co | 16,488 | $1.95M | 0.01% | +356+2.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 16,516 | $1.95M | 0.36% | −54−0.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 16,661 | $1.97M | 0.05% | +16,661 | New |
| Ameritas Advisory Services, LLC | 16,667 | $1.97M | 0.10% | −2,732−14.1% | Reduced |
| Heritage Wealth Management, Inc. | 16,687 | $1.97M | 0.64% | −1,013−5.7% | Reduced |
| Simplicity Wealth,LLC | 16,693 | $1.97M | 0.08% | +9,455+130.6% | Added |
| Essex Financial Services, Inc. | 16,730 | $1.97M | 0.13% | +686+4.3% | Added |
| RMB Capital Management, LLC | 16,910 | $2.00M | 0.04% | +533+3.3% | Added |
| London Co of Virginia | 16,961 | $2.00M | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16,998 | $2.01M | 1.24% | −137−0.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,046 | $2.01M | 0.28% | +791+4.9% | Added |
| Spirit of America Management Corp | 17,050 | $2.01M | 0.42% | +1,450+9.3% | Added |
| IHT Wealth Management, LLC | 17,056 | $2.01M | 0.06% | −545−3.1% | Reduced |
| Courier Capital LLC | 17,099 | $2.02M | 0.12% | +1,798+11.8% | Added |
| Fundamentun, LLC | 17,119 | $2.02M | 0.09% | −601−3.4% | Reduced |
| RFG Advisory, LLC | 17,195 | $2.03M | 0.05% | +291+1.7% | Added |
| Callan Family Office, LLC | 17,216 | $2.03M | 0.06% | +9,017+110.0% | Added |
| MUFG Securities Americas Inc. | 17,226 | $2.03M | 0.17% | +3,490+25.4% | Added |
| Green Square Capital Advisors LLC | 17,227 | $2.03M | 0.24% | −1,267−6.9% | Reduced |
| McMahon Financial Advisors, LLC | 17,318 | $2.04M | 0.48% | −1,836−9.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,407 | $2.05M | 0.67% | −31−0.2% | Reduced |
| RMR Wealth Builders | 17,534 | $2.07M | 0.19% | +1,246+7.6% | Added |
| Miller Howard Investments Inc | 17,586 | $2.08M | 0.07% | +937+5.6% | Added |
| TSP Capital Management Group, LLC | – | $2.08M | 0.65% | – | – |
| Siemens Fonds Invest GmbH | 17,639 | $2.08M | 0.12% | −424−2.3% | Reduced |
| Smith, Moore & Co. | 17,696 | $2.09M | 0.18% | −859−4.6% | Reduced |
| Valeo Financial Advisors, LLC | 17,697 | $2.09M | 0.05% | +423+2.4% | Added |
| Bank Ozk | 17,890 | $2.11M | 0.81% | +6,136+52.2% | Added |
| Ipswich Investment Management Co., Inc. | 17,987 | $2.12M | 0.51% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 18,000 | $2.12M | 0.43% | +506+2.9% | Added |
| Argent Advisors, Inc. | 18,069 | $2.13M | 0.66% | +357+2.0% | Added |
| Platform Technology Partners | 18,120 | $2.14M | 0.56% | +837+4.8% | Added |
| Summit Financial, LLC | 18,124 | $2.14M | 0.05% | +6,056+50.2% | Added |
| Good Life Advisors, LLC | 18,139 | $2.14M | 0.13% | −579−3.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 18,166 | $2.14M | 0.49% | +288+1.6% | Added |
| Foundations Investment Advisors, LLC | 18,182 | $2.15M | 0.03% | −490−2.6% | Reduced |
| GAMMA Investing LLC | 18,189 | $2.15M | 0.14% | +4,553+33.4% | Added |
| Moloney Securities Asset Management, LLC | 18,291 | $2.16M | 0.27% | +392+2.2% | Added |
| Wealth Alliance | 18,326 | $2.16M | 0.24% | +703+4.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 18,384 | $2.17M | 0.26% | +433+2.4% | Added |
| Ledgewood Wealth Advisors, LLC | 18,404 | $2.17M | 1.37% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 18,507 | $2.18M | 0.09% | +18,507 | New |
| Verdence Capital Advisors LLC | 18,513 | $2.18M | 0.15% | +676+3.8% | Added |
| Signaturefd, LLC | 18,548 | $2.19M | 0.04% | +905+5.1% | Added |
| Nicholas Hoffman & Company, LLC. | 18,582 | $2.19M | 0.06% | +358+2.0% | Added |
| Pacitti Group Inc. | 18,676 | $2.20M | 0.96% | +871+4.9% | Added |
| Union Bancaire Privee, UBP SA | 23,003 | $2.21M | 0.04% | −35,572−60.7% | Reduced |
| Compagnie Lombard Odier SCmA | 18,750 | $2.21M | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 18,868 | $2.23M | 0.15% | +1,650+9.6% | Added |
| Old Port Advisors | 18,944 | $2.24M | 0.61% | +1,244+7.0% | Added |
| Greenleaf Trust | 18,955 | $2.24M | 0.02% | −229−1.2% | Reduced |
| Wedbush Securities Inc | 19,003 | $2.24M | 0.08% | +1,772+10.3% | Added |
| Fifth Third Wealth Advisors LLC | 19,024 | $2.24M | 0.09% | +5,516+40.8% | Added |
| Norden Group LLC | 19,055 | $2.25M | 0.24% | +233+1.2% | Added |
| BKD Wealth Advisors, LLC | 19,136 | $2.26M | 0.05% | −189−1.0% | Reduced |
| Dakota Wealth Management | 19,164 | $2.26M | 0.05% | −3,075−13.8% | Reduced |
| Harbor Capital Advisors, Inc. | 19,182 | $2.26M | 0.10% | −112−0.6% | Reduced |
| Certified Advisory Corp | 19,203 | $2.27M | 0.24% | +26+0.1% | Added |
| Parr McKnight Wealth Management Group, LLC | 19,244 | $2.27M | 0.31% | +164+0.9% | Added |
| M Holdings Securities, Inc. | 19,498 | $2.28M | 0.39% | +9,318+91.5% | Added |
| Advanced Asset Management Advisors Inc | 19,349 | $2.28M | 0.62% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 19,390 | $2.29M | 0.21% | +1,118+6.1% | Added |
| Stamos Capital Partners, L.P. | 19,425 | $2.29M | 0.41% | +3,305+20.5% | Added |
| Wolverine Trading, LLC | 19,624 | $2.29M | 0.06% | +7,867+66.9% | Added |
| Dover Advisors, LLC | 19,588 | $2.31M | 1.02% | −897−4.4% | Reduced |
| Cannon Wealth Management Services, LLC | 19,597 | $2.31M | 1.89% | −1,469−7.0% | Reduced |
| Summit Trail Advisors, LLC | 19,665 | $2.32M | 0.04% | +3,144+19.0% | Added |
| Successful Portfolios LLC | 19,701 | $2.32M | 1.43% | −60.0% | Reduced |
| Davis Investment Partners, LLC | 19,598 | $2.33M | 0.83% | +831+4.4% | Added |
| Te Ahumairangi Investment Management Ltd | 19,909 | $2.35M | 0.42% | +960+5.1% | Added |
| Measured Risk Portfolios, Inc. | 20,015 | $2.36M | 2.64% | −678−3.3% | Reduced |
| V. M. Manning & Co., Inc. | 19,394 | $2.38M | 2.63% | +19,394 | New |
| Kingswood Wealth Advisors, LLC | 20,210 | $2.38M | 0.19% | −224−1.1% | Reduced |
| Clarkston Capital Partners, LLC | 20,210 | $2.38M | 0.05% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 20,237 | $2.39M | 0.16% | +30+0.1% | Added |
| Vectors Research Management, LLC | 20,308 | $2.40M | 0.82% | −221−1.1% | Reduced |
| Brown Brothers Harriman & Co | 20,678 | $2.44M | 0.02% | +697+3.5% | Added |
| TD Waterhouse Canada Inc. | 20,549 | $2.44M | 0.02% | −13,615−39.9% | Reduced |
| Adalta Capital Management LLC | 20,696 | $2.44M | 1.23% | +265+1.3% | Added |
| LVW Advisors, LLC | 20,746 | $2.45M | 0.27% | +1,100+5.6% | Added |
| Trexquant Investment LP | 20,768 | $2.45M | 0.03% | −16,186−43.8% | Reduced |
| Asio Capital, LLC | 20,800 | $2.45M | 0.41% | +2,411+13.1% | Added |
| Delta Global Management LP | 20,833 | $2.46M | 0.16% | −93−0.4% | Reduced |
| Ti-Trust, Inc | 20,855 | $2.46M | 1.65% | +40+0.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 20,989 | $2.48M | 0.17% | −1,455−6.5% | Reduced |
| Berkeley Capital Partners, LLC | 21,120 | $2.49M | 0.63% | −835−3.8% | Reduced |
| Hardin Capital Partners, LLC | 21,100 | $2.51M | 1.47% | −141−0.7% | Reduced |
| Vestor Capital, LLC | 11,951 | $2.51M | 0.24% | +10,565+762.3% | Added |
| Harbour Investments, Inc. | 21,371 | $2.52M | 0.06% | −330−1.5% | Reduced |
| apricus wealth, LLC | 21,711 | $2.56M | 1.49% | +1,060+5.1% | Added |
| Lee Danner & Bass Inc | 21,712 | $2.56M | 0.20% | −725−3.2% | Reduced |
| Mutual Advisors, LLC | 21,396 | $2.57M | 0.06% | +2,052+10.6% | Added |
| Armis Advisers, LLC | 21,854 | $2.57M | 0.20% | +500+2.3% | Added |