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 |
|---|---|---|---|---|---|
| Holderness Investments Co | 40,740 | $4.81M | 1.03% | −410−1.0% | Reduced |
| Daymark Wealth Partners, LLC | 40,793 | $4.81M | 0.18% | +2,623+6.9% | Added |
| Strategy Asset Managers LLC | 40,891 | $4.83M | 0.90% | +4,826+13.4% | Added |
| Nixon Peabody Trust Co | 40,905 | $4.83M | 0.37% | +65+0.2% | Added |
| Louisiana State Employees Retirement System | 41,000 | $4.84M | 0.09% | −700−1.7% | Reduced |
| Leavell Investment Management, Inc. | 41,127 | $4.85M | 0.22% | +488+1.2% | Added |
| Sigma Planning Corp | 41,163 | $4.86M | 0.15% | −3,055−6.9% | Reduced |
| MAI Capital Management | 41,193 | $4.86M | 0.03% | +4,012+10.8% | Added |
| Stablepoint Partners, LLC | 41,260 | $4.87M | 0.83% | +802+2.0% | Added |
| Sky Investment Group LLC | 41,391 | $4.88M | 0.86% | −185−0.4% | Reduced |
| Beacon Financial Group | 41,566 | $4.90M | 0.51% | −2,368−5.4% | Reduced |
| Level Four Advisory Services, LLC | 41,583 | $4.91M | 0.18% | +4,258+11.4% | Added |
| Richard C. Young & CO., LTD. | 41,746 | $4.93M | 0.49% | +736+1.8% | Added |
| Vontobel Holding Ltd. | 41,785 | $4.93M | 0.02% | −748−1.8% | Reduced |
| AXA S.A. | 42,233 | $4.98M | 0.01% | +35,458+523.4% | Added |
| Hudson Valley Investment Advisors Inc | 42,343 | $5.00M | 0.55% | +22,652+115.0% | Added |
| Apollon Wealth Management, LLC | 42,541 | $5.02M | 0.10% | −326−0.8% | Reduced |
| Strategic Planning Group, LLC | 42,806 | $5.05M | 0.82% | +1,915+4.7% | Added |
| Tufton Capital Management | 42,913 | $5.06M | 0.96% | −1,896−4.2% | Reduced |
| Capital & Planning, LLC | 43,012 | $5.08M | 3.45% | +3,144+7.9% | Added |
| AlphaStar Capital Management, LLC | 43,042 | $5.08M | 0.36% | +234+0.5% | Added |
| RSM US Wealth Management LLC | 43,093 | $5.08M | 0.07% | +592+1.4% | Added |
| Global Retirement Partners, LLC | 43,148 | $5.09M | 0.13% | +43,148 | New |
| Balyasny Asset Management LLC | 43,384 | $5.12M | 0.01% | +35,288+435.9% | Added |
| Advisors Asset Management, Inc. | 43,613 | $5.15M | 0.09% | +667+1.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 43,647 | $5.15M | 0.01% | −98,529−69.3% | Reduced |
| Highland Capital Management, LLC | 44,150 | $5.21M | 0.28% | −30−0.1% | Reduced |
| Ausbil Investment Management Ltd | 44,190 | $5.21M | 3.06% | +44,190 | New |
| Principal Securities, Inc. | 44,839 | $5.29M | 0.10% | +4,707+11.7% | Added |
| Wasatch Advisors Inc | 45,276 | $5.34M | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 45,343 | $5.35M | 0.05% | −6,901−13.2% | Reduced |
| Providence Capital Advisors, LLC | 45,597 | $5.38M | 0.99% | +6,786+17.5% | Added |
| Boston Research & Management Inc | 45,760 | $5.40M | 1.28% | +953+2.1% | Added |
| Lido Advisors, LLC | 45,835 | $5.41M | 0.03% | +7,918+20.9% | Added |
| Jackson Hole Capital Partners, LLC | 46,052 | $5.43M | 1.00% | +1,535+3.4% | Added |
| Semmax Financial Advisors Inc. | 43,456 | $5.45M | 1.40% | +1,113+2.6% | Added |
| Alberta Investment Management Corp | 46,200 | $5.45M | 0.04% | +600+1.3% | Added |
| Hartford Investment Management Co | 46,866 | $5.53M | 0.18% | −464−1.0% | Reduced |
| Whitener Capital Management, Inc. | 47,015 | $5.55M | 1.47% | +1,237+2.7% | Added |
| Stratos Wealth Partners, LTD. | 47,191 | $5.57M | 0.08% | +3,373+7.7% | Added |
| Chicago Partners Investment Group LLC | 46,657 | $5.58M | 0.16% | +763+1.7% | Added |
| South State Corp. | 47,276 | $5.58M | 0.24% | −1,000−2.1% | Reduced |
| Philadelphia Trust Co | 47,297 | $5.58M | 0.43% | +413+0.9% | Added |
| Punch & Associates Investment Management, Inc. | 47,422 | $5.60M | 0.34% | +47,422 | New |
| Central Trust Co | 48,050 | $5.67M | 0.13% | −659−1.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 48,361 | $5.71M | 0.44% | −297−0.6% | Reduced |
| Benedict Financial Advisors Inc | 48,367 | $5.71M | 1.29% | +138+0.3% | Added |
| Eliot Finkel Investment Counsel, LLC | 48,449 | $5.72M | 3.68% | −685−1.4% | Reduced |
| Benjamin Edwards Inc | 48,778 | $5.76M | 0.07% | +3,152+6.9% | Added |
| Quadcap Wealth Management, LLC | 48,856 | $5.76M | 0.73% | +1,918+4.1% | Added |
| Resources Investment Advisors, LLC. | 49,039 | $5.79M | 0.06% | −163−0.3% | Reduced |
| Adviser Investments LLC | 49,100 | $5.79M | 0.07% | −52,034−51.5% | Reduced |
| Moors & Cabot, Inc. | 49,116 | $5.80M | 0.27% | −2,148−4.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 49,310 | $5.82M | 0.84% | −631−1.3% | Reduced |
| Kentucky Retirement Systems | 49,454 | $5.84M | 0.17% | −3,241−6.2% | Reduced |
| Pinnacle Financial Partners Inc | 49,493 | $5.84M | 0.12% | −77,926−61.2% | Reduced |
| River Road Asset Management, LLC | 48,183 | $5.86M | 0.07% | −41,447−46.2% | Reduced |
| Ellsworth Advisors, LLC | 49,698 | $5.86M | 1.43% | −281−0.6% | Reduced |
| Family Legacy, Inc. | 49,857 | $5.88M | 1.91% | +224+0.5% | Added |
| Mariner Investment Group LLC | 50,000 | $5.90M | 2.13% | +50,000 | New |
| Kingsview Wealth Management, LLC | 50,253 | $5.93M | 0.10% | +6,375+14.5% | Added |
| Capital Fund Management S.A. | 50,457 | $5.95M | 0.07% | −65,519−56.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 50,595 | $5.97M | 0.03% | +27,127+115.6% | Added |
| Pinebridge Investments, L.P. | 50,636 | $5.98M | 0.05% | −144,926−74.1% | Reduced |
| Merit Financial Group, LLC | 50,801 | $5.99M | 0.07% | +8,108+19.0% | Added |
| United Capital Financial Advisers, LLC | 50,841 | $6.00M | 0.05% | +5,796+12.9% | Added |
| Covington Investment Advisors Inc. | 50,931 | $6.01M | 0.86% | +108+0.2% | Added |
| Concurrent Investment Advisors, LLC | 51,086 | $6.03M | 0.12% | +5,753+12.7% | Added |
| Prudential PLC | 51,165 | $6.04M | 0.04% | +248+0.5% | Added |
| Horizon Investments, LLC | 51,272 | $6.05M | 0.10% | +36,094+237.8% | Added |
| ProVise Management Group, LLC | 51,414 | $6.07M | 0.48% | −1,123−2.1% | Reduced |
| TD Private Client Wealth LLC | 51,460 | $6.07M | 0.15% | −169−0.3% | Reduced |
| Clearstead Advisors, LLC | 51,711 | $6.10M | 0.09% | +846+1.7% | Added |
| Farmers Trust Co | 51,955 | $6.13M | 1.14% | −58−0.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 52,068 | $6.14M | 2.57% | −602−1.1% | Reduced |
| Sterling Capital Management LLC | 52,159 | $6.15M | 0.09% | +246+0.5% | Added |
| Money Concepts Capital Corp | 52,372 | $6.18M | 0.41% | +1,039+2.0% | Added |
| Red Door Wealth Management, LLC | 52,610 | $6.21M | 0.74% | +5,038+10.6% | Added |
| HGK Asset Management Inc | 53,070 | $6.26M | 1.07% | +1,294+2.5% | Added |
| UniSuper Management Pty Ltd | 53,169 | $6.27M | 0.04% | −955−1.8% | Reduced |
| Clough Capital Partners L P | 53,352 | $6.30M | 0.63% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 53,710 | $6.34M | 0.14% | +53,710 | New |
| Geneos Wealth Management Inc. | 53,809 | $6.35M | 0.16% | +5,291+10.9% | Added |
| Beacon Pointe Advisors, LLC | 53,841 | $6.35M | 0.07% | +1,622+3.1% | Added |
| Smith, Salley & Associates | 54,212 | $6.40M | 0.37% | +2,455+4.7% | Added |
| CIBC Private Wealth Group, LLC | 54,249 | $6.40M | 0.01% | −102,395−65.4% | Reduced |
| Coldstream Capital Management Inc | 54,300 | $6.41M | 0.10% | −287−0.5% | Reduced |
| GF Fund Management Co. Ltd. | 54,371 | $6.42M | 0.13% | −3,728−6.4% | Reduced |
| KMG Fiduciary Partners, LLC | 54,777 | $6.46M | 0.48% | −35−0.1% | Reduced |
| Dean Investment Associates, LLC | 55,286 | $6.52M | 0.96% | +544+1.0% | Added |
| Advisory Services Network, LLC | 53,634 | $6.52M | 0.11% | +883+1.7% | Added |
| Intech Investment Management LLC | 55,384 | $6.54M | 0.06% | +21,438+63.2% | Added |
| Beacon Investment Advisory Services, Inc. | 55,725 | $6.58M | 0.29% | +4,371+8.5% | Added |
| Founders Financial Alliance, LLC | 55,747 | $6.58M | 1.50% | +232+0.4% | Added |
| Argent Trust Co | 55,874 | $6.59M | 0.25% | +3,905+7.5% | Added |
| Pathway Financial Advisers, LLC | 56,892 | $6.71M | 2.17% | −630−1.1% | Reduced |
| Colonial Trust Co | 57,363 | $6.77M | 0.99% | −718−1.2% | Reduced |
| GLOBALT Investments LLC | 58,206 | $6.87M | 0.26% | −3,051−5.0% | Reduced |
| Savant Capital, LLC | 58,288 | $6.88M | 0.05% | −249−0.4% | Reduced |
| Brown Advisory Inc | 58,715 | $6.93M | 0.01% | +1,840+3.2% | Added |