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 |
|---|---|---|---|---|---|
| Bryn Mawr Trust Co | 30,156 | $3.56M | 0.06% | −723−2.3% | Reduced |
| Snowden Capital Advisors LLC | 30,189 | $3.56M | 0.11% | −1,299−4.1% | Reduced |
| Slocum, Gordon & Co LLP | 30,190 | $3.56M | 2.87% | −600−1.9% | Reduced |
| Farther Finance Advisors, LLC | 30,233 | $3.57M | 0.07% | +11,435+60.8% | Added |
| Shepherd Financial Partners LLC | 30,237 | $3.57M | 0.38% | +189+0.6% | Added |
| KKM Financial LLC | 30,282 | $3.57M | 1.24% | +6,821+29.1% | Added |
| Argyle Capital Management Inc. | 30,393 | $3.59M | 1.30% | −481−1.6% | Reduced |
| Banque Pictet & Cie SA | 30,400 | $3.59M | 0.04% | +400+1.3% | Added |
| Trilogy Capital Inc. | 30,681 | $3.62M | 0.18% | +25,243+464.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 30,734 | $3.63M | 0.04% | −38,280−55.5% | Reduced |
| Integrated Wealth Concepts LLC | 30,738 | $3.63M | 0.04% | +23+0.1% | Added |
| DRW Securities, LLC | 31,158 | $3.68M | 0.26% | +28,170+942.8% | Added |
| Equitable Holdings, Inc. | 31,205 | $3.68M | 0.03% | +5,678+22.2% | Added |
| Schnieders Capital Management LLC | 31,238 | $3.69M | 0.65% | +315+1.0% | Added |
| FourThought Financial Partners, LLC | 31,249 | $3.69M | 0.36% | +2,927+10.3% | Added |
| Fulton Bank, N.A. | 31,351 | $3.70M | 0.14% | −795−2.5% | Reduced |
| Carson Advisory Inc. | 31,421 | $3.71M | 2.36% | +20.0% | Added |
| Trustmark National Bank Trust Department | 31,449 | $3.71M | 0.26% | −40−0.1% | Reduced |
| Simmons Bank | 31,467 | $3.71M | 0.26% | −246−0.8% | Reduced |
| Dynamic Advisor Solutions LLC | 31,683 | $3.74M | 0.12% | +6,095+23.8% | Added |
| PFG Investments, LLC | 31,731 | $3.74M | 0.22% | +322+1.0% | Added |
| Lynch & Associates | 31,737 | $3.75M | 0.75% | +795+2.6% | Added |
| Stock Yards Bank & Trust Co | 31,937 | $3.77M | 0.13% | −2,430−7.1% | Reduced |
| Pinnacle Associates Ltd | 32,000 | $3.78M | 0.05% | −1,300−3.9% | Reduced |
| Close Asset Management Ltd | 32,032 | $3.78M | 0.11% | −1,165−3.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 32,142 | $3.79M | 0.45% | +4,080+14.5% | Added |
| Salem Investment Counselors Inc | 32,162 | $3.80M | 0.12% | −277−0.9% | Reduced |
| Bailard, Inc. | 32,201 | $3.80M | 0.09% | +402+1.3% | Added |
| AE Wealth Management LLC | 32,296 | $3.81M | 0.03% | +2,279+7.6% | Added |
| Sowell Financial Services LLC | 32,352 | $3.82M | 0.16% | −244−0.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 32,425 | $3.83M | 0.15% | +1,162+3.7% | Added |
| Townsend Asset Management Corp | 32,496 | $3.83M | 1.39% | −762−2.3% | Reduced |
| American Assets Investment Management, LLC | 32,666 | $3.85M | 0.31% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 32,702 | $3.86M | 0.01% | −4,920−13.1% | Reduced |
| Royal Fund Management, LLC | 32,708 | $3.86M | 0.41% | +44+0.1% | Added |
| Axxcess Wealth Management, LLC | 32,860 | $3.88M | 0.09% | +319+1.0% | Added |
| Banque Cantonale Vaudoise | 32,898 | $3.88M | 0.16% | +399+1.2% | Added |
| Caldwell Trust Co | 33,048 | $3.90M | 0.39% | +1,166+3.7% | Added |
| EP Wealth Advisors, LLC | 33,081 | $3.90M | 0.03% | +4,084+14.1% | Added |
| Pure Financial Advisors, Inc. | 33,088 | $3.90M | 0.07% | +30,051+989.5% | Added |
| NBC Securities, Inc. | 33,162 | $3.91M | 0.32% | +203+0.6% | Added |
| GWN Securities Inc. | 32,990 | $3.92M | 0.73% | −4,672−12.4% | Reduced |
| Bahl & Gaynor Inc | 33,197 | $3.92M | 0.02% | −1,024−3.0% | Reduced |
| Farmers National Bank | 33,264 | $3.93M | 1.04% | +319+1.0% | Added |
| Townsend & Associates, Inc | 32,762 | $3.93M | 0.39% | −5,705−14.8% | Reduced |
| Sagespring Wealth Partners, LLC | 33,557 | $3.96M | 0.09% | +3,023+9.9% | Added |
| Plimoth Trust Co LLC | 33,805 | $3.99M | 0.96% | +747+2.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 34,162 | $4.03M | 1.75% | −57−0.2% | Reduced |
| Rothschild Investment LLC | 34,257 | $4.04M | 0.25% | +578+1.7% | Added |
| Norinchukin Bank, The | 34,359 | $4.05M | 0.06% | +194+0.6% | Added |
| Arkadios Wealth Advisors | 34,394 | $4.06M | 0.12% | +2,832+9.0% | Added |
| Seven Springs Wealth Group, LLC | 34,524 | $4.07M | 1.01% | +2,302+7.1% | Added |
| Trust Co of Toledo NA | 34,591 | $4.08M | 0.45% | −362−1.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 34,665 | $4.09M | 0.24% | +34,665 | New |
| Cornerstone Advisors, LLC | 34,800 | $4.11M | 0.14% | +4,200+13.7% | Added |
| Marco Investment Management LLC | 34,839 | $4.11M | 0.34% | +323+0.9% | Added |
| Physicians Financial Services, Inc. | 34,973 | $4.13M | 1.23% | +4,611+15.2% | Added |
| Financial Advisory Service, Inc. | 34,992 | $4.13M | 0.31% | +1,641+4.9% | Added |
| Morton Community Bank | 35,132 | $4.15M | 1.03% | +950+2.8% | Added |
| Shelton Capital Management | 35,672 | $4.21M | 0.10% | −181−0.5% | Reduced |
| Twin Capital Management Inc | 35,715 | $4.21M | 0.45% | +433+1.2% | Added |
| Atria Wealth Solutions, Inc. | 35,979 | $4.24M | 0.10% | −56,125−60.9% | Reduced |
| Ronald Blue Trust, Inc. | 35,971 | $4.24M | 0.05% | +1,185+3.4% | Added |
| New Mexico Educational Retirement Board | 36,060 | $4.25M | 0.14% | 00.0% | Unchanged |
| Lombard Odier Asset Management (USA) Corp | 36,246 | $4.28M | 1.07% | +36,246 | New |
| Vinva Investment Management Ltd | 36,695 | $4.29M | 0.11% | +13,666+59.3% | Added |
| SevenBridge Financial Group, LLC | 34,582 | $4.30M | 0.76% | +5,294+18.1% | Added |
| Pegasus Asset Management, Inc. | 36,667 | $4.33M | 1.48% | +751+2.1% | Added |
| Elo Mutual Pension Insurance Co | 36,843 | $4.35M | 0.09% | −2,945−7.4% | Reduced |
| Vise Technologies, Inc. | 37,021 | $4.37M | 0.18% | +37,021 | New |
| Csenge Advisory Group | 37,167 | $4.38M | 0.23% | +375+1.0% | Added |
| Sequoia Financial Advisors, LLC | 37,108 | $4.38M | 0.03% | +1,280+3.6% | Added |
| Nisa Investment Advisors, LLC | 37,154 | $4.38M | 0.02% | +1,047+2.9% | Added |
| Constitution Capital LLC | 37,179 | $4.39M | 2.24% | +3,775+11.3% | Added |
| Andrew Hill Investment Advisors, Inc. | 37,541 | $4.43M | 3.56% | −222−0.6% | Reduced |
| Crossmark Global Holdings, Inc. | 37,593 | $4.44M | 0.07% | −4,579−10.9% | Reduced |
| IFG Advisory, LLC | 37,659 | $4.44M | 0.22% | +1,495+4.1% | Added |
| Walleye Capital LLC | 37,791 | $4.46M | 0.04% | +37,791 | New |
| Maryland State Retirement & Pension System | 37,813 | $4.46M | 0.10% | +1,733+4.8% | Added |
| MONECO Advisors, LLC | 38,049 | $4.49M | 0.42% | −781−2.0% | Reduced |
| Eventide Asset Management, LLC | 36,199 | $4.50M | 0.08% | +36,199 | New |
| First Bank & Trust | 38,206 | $4.51M | 0.80% | −190−0.5% | Reduced |
| Atlantic Union Bankshares Corp | 38,260 | $4.51M | 0.10% | +5,128+15.5% | Added |
| Tokio Marine Asset Management Co Ltd | 38,276 | $4.52M | 0.17% | +1,117+3.0% | Added |
| Natixis | 38,531 | $4.55M | 0.02% | +2,063+5.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 38,558 | $4.55M | 0.85% | −4,061−9.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 38,719 | $4.57M | 0.08% | +500+1.3% | Added |
| Aull & Monroe Investment Management Corp | 38,770 | $4.57M | 2.45% | −4,159−9.7% | Reduced |
| Cincinnati Financial Corp | 38,784 | $4.58M | 0.10% | 00.0% | Unchanged |
| Regions Financial Corp | 38,935 | $4.59M | 0.03% | −800−2.0% | Reduced |
| Principle Wealth Partners LLC | 38,949 | $4.60M | 0.29% | −1,287−3.2% | Reduced |
| Steel Peak Wealth Management LLC | 38,966 | $4.60M | 0.18% | −1,320−3.3% | Reduced |
| Profund Advisors LLC | 39,076 | $4.61M | 0.17% | +8,510+27.8% | Added |
| Virginia Wealth Management Group, Inc. | 39,165 | $4.62M | 2.81% | +64+0.2% | Added |
| Bragg Financial Advisors, Inc | 39,320 | $4.64M | 0.17% | +1,682+4.5% | Added |
| Gulf International Bank (UK) Ltd | 39,645 | $4.68M | 0.17% | −4,187−9.6% | Reduced |
| Occidental Asset Management, LLC | 39,931 | $4.71M | 0.65% | +291+0.7% | Added |
| one8zero8, LLC | 40,126 | $4.73M | 1.12% | −7,485−15.7% | Reduced |
| Securian Asset Management, Inc | 40,517 | $4.78M | 0.14% | −508−1.2% | Reduced |
| Peapack Gladstone Financial Corp | 40,564 | $4.79M | 0.07% | +147+0.4% | Added |