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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 21,930 | $2.59M | 0.03% | +1,234+6.0% | Added |
| Creative Financial Designs Inc | 21,931 | $2.59M | 0.19% | −557−2.5% | Reduced |
| Sound View Wealth Advisors Group, LLC | 21,958 | $2.59M | 0.19% | −458−2.0% | Reduced |
| Iowa State Bank | 22,022 | $2.60M | 0.52% | −592−2.6% | Reduced |
| Birmingham Capital Management Co Inc | 22,113 | $2.61M | 1.15% | −5,240−19.2% | Reduced |
| AMG National Trust Bank | 22,239 | $2.62M | 0.07% | +3,789+20.5% | Added |
| Kentucky Trust Co | 22,431 | $2.65M | 1.52% | −343−1.5% | Reduced |
| Drake & Associates, LLC | 22,480 | $2.65M | 0.65% | +10,047+80.8% | Added |
| Concord Asset Management, LLC | 22,609 | $2.67M | 0.40% | +5,124+29.3% | Added |
| Concord Wealth Partners | 22,609 | $2.67M | 0.39% | +9,197+68.6% | Added |
| Resources Management Corp | 22,623 | $2.67M | 0.36% | −305−1.3% | Reduced |
| Cornerstone Wealth Group, LLC | 22,620 | $2.67M | 0.20% | +1,574+7.5% | Added |
| BLB&B Advisors, LLC | 22,675 | $2.68M | 0.13% | −863−3.7% | Reduced |
| Bank & Trust Co | 22,726 | $2.68M | 2.12% | +117+0.5% | Added |
| Wealthspire Advisors, LLC | 22,729 | $2.68M | 0.02% | −32−0.1% | Reduced |
| Forte Capital LLC | 22,988 | $2.71M | 0.29% | −209−0.9% | Reduced |
| Ossiam | 23,263 | $2.75M | 0.03% | +16,944+268.1% | Added |
| Sargent Investment Group, LLC | 21,928 | $2.75M | 0.37% | +13,074+147.7% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 22,531 | $2.75M | 1.54% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 23,442 | $2.77M | 0.35% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 23,453 | $2.77M | 0.06% | +1,997+9.3% | Added |
| Stiles Financial Services Inc | 23,463 | $2.77M | 0.96% | +797+3.5% | Added |
| Federation des caisses Desjardins du Quebec | 23,521 | $2.77M | 0.01% | +756+3.3% | Added |
| Segall Bryant & Hamill, LLC | 23,583 | $2.78M | 0.04% | 00.0% | Unchanged |
| Home Federal Bank of Tennessee | 23,585 | $2.78M | 0.79% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 23,671 | $2.79M | 1.18% | +232+1.0% | Added |
| Drucker Wealth 3.0, LLC | 24,080 | $2.82M | 0.54% | −6,891−22.2% | Reduced |
| Woodard & Co Asset Management Group Inc | 23,913 | $2.82M | 0.52% | +1,119+4.9% | Added |
| Strategic Blueprint, LLC | 23,923 | $2.82M | 0.14% | +2,000+9.1% | Added |
| Wealth Group, Ltd. | 23,942 | $2.83M | 2.80% | −2,840−10.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 24,082 | $2.84M | 0.04% | −3,102−11.4% | Reduced |
| Cullinan Associates Inc | 24,244 | $2.86M | 0.19% | −668−2.7% | Reduced |
| Aspire Private Capital, LLC | 24,269 | $2.86M | 0.67% | −194−0.8% | Reduced |
| 1832 Asset Management L.P. | 24,371 | $2.88M | 0.01% | +6,164+33.9% | Added |
| Jarislowsky, Fraser Ltd | 24,383 | $2.88M | 0.02% | 00.0% | Unchanged |
| Empowered Funds, LLC | 24,399 | $2.88M | 0.03% | +1,237+5.3% | Added |
| Orleans Capital Management Corp | 24,404 | $2.88M | 1.53% | +130+0.5% | Added |
| Grant Private Wealth Management Inc | 24,415 | $2.88M | 1.63% | +19,060+355.9% | Added |
| Shoker Investment Counsel, Inc. | 24,503 | $2.89M | 0.91% | −70.0% | Reduced |
| Naples Global Advisors, LLC | 24,685 | $2.91M | 0.25% | −76−0.3% | Reduced |
| IFP Advisors, Inc | 23,662 | $2.92M | 0.08% | +531+2.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,795 | $2.93M | 0.05% | +114+0.5% | Added |
| Evercore Wealth Management, LLC | 24,810 | $2.93M | 0.05% | −26−0.1% | Reduced |
| Wexford Capital LP | 24,821 | $2.93M | 0.82% | +3,955+19.0% | Added |
| Equitable Trust Co | 24,918 | $2.94M | 0.15% | −316−1.3% | Reduced |
| Everence Capital Management Inc | 24,994 | $2.95M | 0.19% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 24,998 | $2.95M | 1.93% | +419+1.7% | Added |
| Live Oak Private Wealth LLC | 25,055 | $2.96M | 0.44% | −423−1.7% | Reduced |
| United Community Bank | 25,161 | $2.97M | 1.02% | +335+1.3% | Added |
| Hamel Associates, Inc. | 25,214 | $2.98M | 1.01% | +4,330+20.7% | Added |
| Apollon Financial, LLC | 25,304 | $2.99M | 0.62% | +442+1.8% | Added |
| Leo Wealth, LLC | 25,355 | $2.99M | 0.23% | +6,071+31.5% | Added |
| WealthShield Partners, LLC | 25,453 | $3.00M | 0.36% | +80+0.3% | Added |
| We Are One Seven, LLC | 25,541 | $3.01M | 0.10% | +508+2.0% | Added |
| Greenwood Capital Associates LLC | 25,588 | $3.02M | 0.38% | −6,411−20.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 25,804 | $3.04M | 0.00% | +4,070+18.7% | Added |
| Franklin Street Advisors Inc | 25,807 | $3.04M | 0.19% | −416−1.6% | Reduced |
| Buckingham Strategic Partners | 25,846 | $3.05M | 0.04% | −93−0.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 25,850 | $3.05M | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 25,902 | $3.06M | 0.20% | −860−3.2% | Reduced |
| Mill Capital Management, LLC | 26,032 | $3.07M | 0.24% | +60.0% | Added |
| Congress Wealth Management LLC | 27,143 | $3.08M | 0.03% | +1,294+5.0% | Added |
| Mediolanum International Funds Ltd | 26,477 | $3.10M | 0.04% | +18,239+221.4% | Added |
| Stonegate Investment Group, LLC | 26,242 | $3.10M | 0.08% | −68−0.3% | Reduced |
| Coastal Bridge Advisors, LLC | 26,284 | $3.10M | 0.26% | +26,284 | New |
| Winton Group Ltd | 26,300 | $3.10M | 0.16% | +26,300 | New |
| CBOE Vest Financial, LLC | 26,350 | $3.11M | 0.04% | +7,428+39.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 26,373 | $3.11M | 0.07% | +3,764+16.6% | Added |
| Rowland & Co Investment Counsel | 26,550 | $3.13M | 0.65% | −50.0% | Reduced |
| Garrett Investment Advisors LLC | 26,649 | $3.14M | 0.28% | −404−1.5% | Reduced |
| Massmutual Trust Co FSB | 26,703 | $3.15M | 0.08% | +11,453+75.1% | Added |
| Empirical Finance, LLC | 26,778 | $3.16M | 0.17% | +178+0.7% | Added |
| Old North State Trust, LLC | 26,923 | $3.18M | 2.17% | +55+0.2% | Added |
| Chemung Canal Trust Co | 27,173 | $3.21M | 0.67% | −3,408−11.1% | Reduced |
| First National Bank of Omaha | 27,197 | $3.21M | 0.21% | −447−1.6% | Reduced |
| Advisors Management Group Inc | 27,495 | $3.24M | 0.61% | −348−1.2% | Reduced |
| Montag A & Associates Inc | 27,515 | $3.25M | 0.16% | −100−0.4% | Reduced |
| Vident Advisory, LLC | 27,539 | $3.25M | 0.04% | +1,187+4.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 27,545 | $3.25M | 0.20% | −6,429−18.9% | Reduced |
| Sheets Smith Wealth Management | 27,578 | $3.25M | 0.38% | +61+0.2% | Added |
| Bleakley Financial Group, LLC | 27,700 | $3.27M | 0.08% | +1,656+6.4% | Added |
| Premier Fund Managers Ltd | 28,000 | $3.27M | 0.12% | +500+1.8% | Added |
| Old North State Wealth Management, LLC | 27,755 | $3.28M | 1.71% | +1,116+4.2% | Added |
| Cypress Capital Group | 28,032 | $3.31M | 0.41% | −1,403−4.8% | Reduced |
| Fox Hill Wealth Management | 28,157 | $3.32M | 1.71% | +1,112+4.1% | Added |
| HighPoint Advisor Group LLC | 28,186 | $3.33M | 0.18% | +948+3.5% | Added |
| Texas Yale Capital Corp. | 28,229 | $3.33M | 0.11% | −130−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 28,398 | $3.35M | 0.08% | +28,398 | New |
| Ascent Group, LLC | 28,465 | $3.36M | 0.13% | +387+1.4% | Added |
| Boston Private Wealth LLC | 28,542 | $3.37M | 0.18% | +851+3.1% | Added |
| Guardian Capital LP | 28,566 | $3.37M | 0.12% | +1,300+4.8% | Added |
| Logan Capital Management Inc | 28,624 | $3.38M | 0.16% | −5,304−15.6% | Reduced |
| Fiduciary Alliance LLC | 28,647 | $3.38M | 0.25% | +11,754+69.6% | Added |
| Regal Investment Advisors LLC | 28,659 | $3.38M | 0.25% | +3,914+15.8% | Added |
| Ieq Capital, LLC | 28,667 | $3.38M | 0.02% | −21,805−43.2% | Reduced |
| Glenview Trust Co | 28,673 | $3.38M | 0.06% | +9,252+47.6% | Added |
| Triangle Securities Wealth Management | 28,943 | $3.42M | 0.84% | −1,881−6.1% | Reduced |
| Empire Financial Management Company, LLC | 29,168 | $3.44M | 0.99% | +714+2.5% | Added |
| Rice Partnership, LLC | 29,569 | $3.49M | 0.61% | +8,393+39.6% | Added |
| Cohen Capital Management, Inc. | 30,133 | $3.56M | 0.58% | 00.0% | Unchanged |