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; 2,492 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
- 2,271
- +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
- 747 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 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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 |
|---|---|---|---|---|---|
| Financial Freedom, LLC | 192 | $22.7K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 194 | $22.9K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 196 | $23.1K | 0.02% | −62−24.0% | Reduced |
| Park Circle Co | 200 | $23.6K | 0.02% | 00.0% | Unchanged |
| S&T Bank | 200 | $23.6K | 0.01% | +42+26.6% | Added |
| Kathleen S. Wright Associates Inc. | 206 | $24.3K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 206 | $24.3K | 0.00% | +1+0.5% | Added |
| Tower Trust & Investment Co | 207 | $24.4K | 0.02% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 209 | $24.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 210 | $24.8K | 0.01% | −2−0.9% | Reduced |
| Magnetar Financial LLC | 223 | $25.7K | 0.00% | −9,279−97.7% | Reduced |
| Main Street Group, LTD | 220 | $25.9K | 0.01% | −114−34.1% | Reduced |
| Atticus Wealth Management, LLC | 221 | $26.1K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 222 | $26.2K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 223 | $26.3K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 223 | $26.3K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 226 | $26.7K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 230 | $27.0K | 0.01% | +55+31.4% | Added |
| Prestige Wealth Management Group LLC | 237 | $28.0K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 240 | $28.3K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 240 | $28.3K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 240 | $28.3K | 0.01% | +240 | New |
| Lipe & Dalton | 243 | $29.0K | 0.02% | −100−29.2% | Reduced |
| Mascoma Wealth Management LLC | 249 | $29.4K | 0.01% | +87+53.7% | Added |
| Vermillion Wealth Management, Inc. | 250 | $29.5K | 0.01% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 250 | $29.5K | 0.01% | +250 | New |
| Financial Network Wealth Advisors LLC | 253 | $29.9K | 0.04% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 258 | $30.4K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 260 | $30.7K | 0.01% | +80+44.4% | Added |
| Access Investment Management LLC | 262 | $30.9K | 0.01% | +262 | New |
| Sachetta, LLC | 263 | $31.0K | 0.01% | +36+15.9% | Added |
| Sierra Ocean, LLC | 273 | $32.3K | 0.02% | −152−35.8% | Reduced |
| Private Wealth Management Group, LLC | 286 | $33.7K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 288 | $34.0K | 0.00% | +4+1.4% | Added |
| CKW Financial Group | 288 | $34.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 290 | $34.2K | 0.01% | −28−8.8% | Reduced |
| Scarborough Advisors, LLC | 291 | $34.4K | 0.01% | +291 | New |
| WFA Asset Management Corp | 345 | $34.6K | 0.02% | +2+0.6% | Added |
| IAG Wealth Partners, LLC | 300 | $35.4K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 308 | $36.3K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 310 | $36.6K | 0.01% | +297+2,284.6% | Added |
| Global Wealth Strategies & Associates | 317 | $37.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 320 | $37.8K | 0.01% | −12−3.6% | Reduced |
| Winch Advisory Services, LLC | 321 | $37.9K | 0.01% | +3+0.9% | Added |
| FWL Investment Management, LLC | 324 | $38.2K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 325 | $38.4K | 0.03% | −75−18.8% | Reduced |
| Anfield Capital Management, LLC | 325 | $38.4K | 0.01% | +313+2,608.3% | Added |
| Hoey Investments, Inc | 330 | $38.9K | 0.01% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 330 | $38.9K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 331 | $39.0K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 332 | $39.2K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 333 | $39.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 333 | $39.3K | 0.02% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 336 | $39.6K | 0.03% | +3+0.9% | Added |
| Toth Financial Advisory Corp | 346 | $40.9K | 0.00% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 347 | $41.0K | 0.00% | +178+105.3% | Added |
| First Community Trust NA | 348 | $41.1K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 353 | $41.6K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 357 | $42.0K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 365 | $43.1K | 0.00% | +365 | New |
| Midwest Capital Advisors, LLC | 367 | $43.3K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 372 | $43.9K | 0.00% | +10+2.8% | Added |
| Tidemark, LLC | 375 | $44.3K | 0.01% | +1+0.3% | Added |
| Pineridge Advisors LLC | 385 | $45.4K | 0.02% | +4+1.0% | Added |
| Total Investment Management Inc | 389 | $45.9K | 0.01% | +389 | New |
| Leonteq Securities AG | 391 | $46.1K | 0.00% | +231+144.4% | Added |
| 1620 Investment Advisors, Inc. | 398 | $47.0K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 418 | $49.3K | 0.00% | −12−2.8% | Reduced |
| Horrell Capital Management, Inc. | 429 | $50.7K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 437 | $51.6K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 443 | $52.8K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 456 | $53.3K | 0.02% | +101+28.5% | Added |
| Lowe Wealth Advisors, LLC | 452 | $53.3K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 456 | $55.0K | 0.05% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 487 | $57.5K | 0.01% | −247−33.7% | Reduced |
| Boyd Watterson Asset Management LLC | 491 | $57.9K | 0.02% | −95−16.2% | Reduced |
| BankPlus Trust Department | 494 | $58.3K | 0.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $59.0K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 500 | $59.0K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 504 | $59.4K | 0.06% | −279−35.6% | Reduced |
| Olistico Wealth, LLC | 510 | $60.2K | 0.03% | +250+96.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 497 | $60.6K | 0.02% | +497 | New |
| Stuart Chaussee & Associates, Inc. | 514 | $60.7K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 523 | $61.7K | 0.02% | +523 | New |
| Twin Peaks Wealth Advisors, LLC | 497 | $61.8K | 0.02% | +497 | New |
| Hemington Wealth Management | 534 | $63.0K | 0.01% | +13+2.5% | Added |
| Motco | 521 | $63.4K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 542 | $64.0K | 0.04% | +542 | New |
| Centerpoint Advisors, LLC | 553 | $65.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 543 | $65.0K | 0.04% | +9+1.7% | Added |
| Bruce G. Allen Investments, LLC | 562 | $66.3K | 0.05% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 563 | $66.4K | 0.03% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 557 | $67.0K | 0.05% | +2+0.4% | Added |
| Fortis Group Advisors, LLC | 570 | $67.3K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 579 | $68.3K | 0.03% | +1+0.2% | Added |
| Gen-Wealth Partners Inc | 586 | $69.1K | 0.03% | +14+2.4% | Added |
| 1248 Management, LLC | 587 | $69.3K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 598 | $70.6K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 625 | $73.7K | 0.05% | +14+2.3% | Added |
| Wellington Shields Capital Management, LLC | 630 | $74.3K | 0.01% | 00.0% | Unchanged |