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 |
|---|---|---|---|---|---|
| Estabrook Capital Management | 58,789 | $6.94M | 1.07% | +6,024+11.4% | Added |
| Allianz Asset Management GmbH | 58,876 | $6.95M | 0.01% | +4,010+7.3% | Added |
| Prospera Financial Services Inc | 59,549 | $7.03M | 0.13% | −2,961−4.7% | Reduced |
| Principal Street Partners, LLC | 59,785 | $7.05M | 0.69% | +5,475+10.1% | Added |
| Teachers Retirement System of the State of Kentucky | 60,633 | $7.16M | 0.06% | +990+1.7% | Added |
| KBC Group NV | 60,663 | $7.16M | 0.02% | +1,057+1.8% | Added |
| Sone Capital Management, LLC | 60,688 | $7.16M | 0.66% | −104,402−63.2% | Reduced |
| Janus Henderson Group PLC | 60,980 | $7.19M | 0.00% | −45,661−42.8% | Reduced |
| BCM Advisors, LLC | 60,366 | $7.21M | 1.54% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 61,849 | $7.30M | 0.37% | +55,534+879.4% | Added |
| Atria Investments LLC | 62,038 | $7.32M | 0.09% | +6,798+12.3% | Added |
| Cary Street Partners Financial LLC | 62,054 | $7.32M | 0.21% | +2,934+5.0% | Added |
| Welch & Forbes LLC | 62,075 | $7.32M | 0.09% | +1,005+1.6% | Added |
| Capital Investment Advisors, LLC | 62,083 | $7.33M | 0.13% | +3,166+5.4% | Added |
| Patten & Patten Inc | 62,895 | $7.42M | 0.48% | −217−0.3% | Reduced |
| First PREMIER Bank | 63,588 | $7.50M | 1.82% | −130.0% | Reduced |
| Holocene Advisors, LP | 64,218 | $7.58M | 0.02% | +42,356+193.7% | Added |
| Zions Bancorporation, National Association | 64,366 | $7.60M | 0.41% | −280−0.4% | Reduced |
| Reliant Investment Partners, LLC | 64,516 | $7.61M | 6.64% | −579−0.9% | Reduced |
| Washington Trust Bank | 64,754 | $7.64M | 0.64% | +2,804+4.5% | Added |
| Cincinnati Casualty Co | 66,300 | $7.82M | 4.14% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 66,647 | $7.86M | 0.07% | +1,055+1.6% | Added |
| Farmers & Merchants Investments Inc | 66,696 | $7.87M | 0.23% | +303+0.5% | Added |
| Oregon Public Employees Retirement Fund | 67,071 | $7.91M | 0.14% | +400+0.6% | Added |
| Glenmede Investment Management, LP | 67,701 | $7.99M | 0.04% | +67,701 | New |
| Strategic Wealth Partners, Ltd. | 67,722 | $7.99M | 0.63% | +67,722 | New |
| Windward Capital Management Co | 67,744 | $7.99M | 0.68% | −1,547−2.2% | Reduced |
| Jefferies Financial Group Inc. | 68,028 | $8.03M | 0.13% | −28,618−29.6% | Reduced |
| Strategic Advisors LLC | 68,212 | $8.05M | 1.58% | +221+0.3% | Added |
| NewSquare Capital LLC | 69,322 | $8.07M | 0.60% | +3,278+5.0% | Added |
| Meyer Handelman Co | 69,730 | $8.23M | 0.27% | −842−1.2% | Reduced |
| Metis Global Partners, LLC | 70,112 | $8.27M | 0.21% | +4,692+7.2% | Added |
| Commerzbank Aktiengesellschaft | 70,637 | $8.34M | 0.19% | +6,415+10.0% | Added |
| NEOS Investment Management LLC | 71,343 | $8.42M | 0.10% | +14,264+25.0% | Added |
| Camden National Bank | 71,636 | $8.45M | 1.22% | −1,413−1.9% | Reduced |
| Advocate Group LLC | 71,885 | $8.48M | 1.52% | −849−1.2% | Reduced |
| New England Asset Management Inc | 71,945 | $8.49M | 1.32% | +380+0.5% | Added |
| Tectonic Advisors LLC | 72,923 | $8.60M | 0.50% | +7,143+10.9% | Added |
| Swiss Life Asset Management Ltd | 73,519 | $8.68M | 0.05% | +10,953+17.5% | Added |
| Kestra Private Wealth Services, LLC | 73,765 | $8.70M | 0.13% | +2,347+3.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 73,948 | $8.73M | 0.27% | −45−0.1% | Reduced |
| Agf Management Ltd | 74,377 | $8.78M | 0.04% | −23,786−24.2% | Reduced |
| HB Wealth Management, LLC | 74,467 | $8.79M | 0.07% | +1,660+2.3% | Added |
| Churchill Management Corp | 74,778 | $8.82M | 0.10% | −456−0.6% | Reduced |
| Man Group plc | 74,990 | $8.85M | 0.02% | −183,074−70.9% | Reduced |
| Pacer Advisors, Inc. | 75,745 | $8.94M | 0.02% | +24,056+46.5% | Added |
| Private Advisor Group, LLC | 76,869 | $9.07M | 0.05% | +2,162+2.9% | Added |
| BTG Pactual Asset Management US LLC | 77,542 | $9.15M | 1.23% | +27,046+53.6% | Added |
| Alley Investment Management Company, LLC | 77,910 | $9.19M | 1.11% | +843+1.1% | Added |
| Romano Brothers and Company | 77,972 | $9.20M | 1.14% | −1,422−1.8% | Reduced |
| Bell Bank | 78,607 | $9.28M | 0.43% | −9,022−10.3% | Reduced |
| Edgestream Partners, L.P. | 78,720 | $9.29M | 0.26% | +18,951+31.7% | Added |
| Capital Investment Advisory Services, LLC | 79,134 | $9.34M | 0.76% | −267−0.3% | Reduced |
| Resolution Capital Ltd | 79,634 | $9.40M | 0.19% | +19,639+32.7% | Added |
| New Age Alpha Advisors, LLC | 80,252 | $9.47M | 0.42% | −7,225−8.3% | Reduced |
| SummitTX Capital, L.P. | 81,502 | $9.62M | 0.43% | +10,367+14.6% | Added |
| AMJ Financial Wealth Management | 81,530 | $9.62M | 2.44% | +24,155+42.1% | Added |
| Anchor Investment Management, LLC | 82,300 | $9.71M | 0.85% | +779+1.0% | Added |
| Intact Investment Management Inc. | 82,700 | $9.76M | 0.33% | −34,400−29.4% | Reduced |
| Greystone Financial Group, LLC | 83,186 | $9.82M | 1.62% | +83,186 | New |
| Rafferty Asset Management, LLC | 83,520 | $9.86M | 0.03% | +13,691+19.6% | Added |
| Tompkins Financial Corp | 83,796 | $9.89M | 0.91% | −1,859−2.2% | Reduced |
| Woodline Partners LP | 84,074 | $9.92M | 0.05% | +18,514+28.2% | Added |
| Assetmark, Inc | 84,158 | $9.93M | 0.02% | +36,854+77.9% | Added |
| Wesbanco Bank Inc | 86,212 | $10.2M | 0.30% | +11,443+15.3% | Added |
| State of Alaska, Department of Revenue | 87,200 | $10.3M | 0.11% | −3,715−4.1% | Reduced |
| Warren Averett Asset Management, LLC | 88,161 | $10.4M | 0.11% | +11,652+15.2% | Added |
| J.W. Cole Advisors, Inc. | 88,318 | $10.4M | 0.22% | −5,612−6.0% | Reduced |
| Mutual of America Capital Management LLC | 89,121 | $10.5M | 0.11% | −1,105−1.2% | Reduced |
| Linscomb & Williams, Inc. | 90,028 | $10.6M | 0.49% | +97+0.1% | Added |
| Biondo Investment Advisors, LLC | 92,773 | $10.9M | 1.44% | +2,160+2.4% | Added |
| Janney Capital Management LLC | 92,809 | $11.0M | 0.71% | −454−0.5% | Reduced |
| Blair William & Co | 93,445 | $11.0M | 0.03% | +2,257+2.5% | Added |
| Loomis Sayles & Co L P | 93,841 | $11.1M | 0.01% | +22,607+31.7% | Added |
| Virginia Retirement Systems Et Al | 93,900 | $11.1M | 0.08% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 95,768 | $11.3M | 0.64% | −1,323−1.4% | Reduced |
| CIBC World Markets Corp | 97,803 | $11.5M | 0.08% | +4,362+4.7% | Added |
| CCM Investment Advisers LLC | 98,412 | $11.6M | 1.25% | +715+0.7% | Added |
| CIBC World Markets Inc. | 98,564 | $11.6M | 0.03% | −50,807−34.0% | Reduced |
| First Citizens Bank & Trust Co | 99,587 | $11.8M | 0.21% | +11,205+12.7% | Added |
| Bogart Wealth, LLC | 100,889 | $11.9M | 0.51% | +1,914+1.9% | Added |
| Public Employees Retirement Association of Colorado | 101,223 | $11.9M | 0.05% | −1,092−1.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 101,257 | $11.9M | 0.04% | −33,260−24.7% | Reduced |
| FineMark National Bank & Trust | 102,156 | $12.1M | 0.41% | −724−0.7% | Reduced |
| Employees Retirement System of Texas | 102,775 | $12.1M | 0.10% | +8,437+8.9% | Added |
| Oak Harvest Investment Services | 103,358 | $12.2M | 1.53% | +42,731+70.5% | Added |
| Boyer & Corporon Wealth Management, LLC | 105,189 | $12.4M | 3.94% | +13,921+15.3% | Added |
| Pathstone Holdings, LLC | 105,238 | $12.4M | 0.05% | +4,122+4.1% | Added |
| United Asset Strategies, Inc. | 105,602 | $12.5M | 1.06% | +103,127+4,166.7% | Added |
| New York Life Investment Management LLC | 105,786 | $12.5M | 0.12% | +2,072+2.0% | Added |
| Avantax Advisory Services, Inc. | 111,040 | $13.1M | 0.07% | +3,447+3.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 112,340 | $13.3M | 0.12% | +4,665+4.3% | Added |
| iA Global Asset Management Inc. | 112,489 | $13.3M | 0.20% | −48,175−30.0% | Reduced |
| Hennessy Advisors Inc | 114,387 | $13.5M | 0.45% | +2,500+2.2% | Added |
| Stonebridge Capital Advisors LLC | 114,550 | $13.5M | 1.03% | −1,361−1.2% | Reduced |
| Hudson Bay Capital Management LP | 115,836 | $13.7M | 0.09% | −24,430−17.4% | Reduced |
| Yousif Capital Management, LLC | 116,032 | $13.7M | 0.15% | −78−0.1% | Reduced |
| Azimuth Capital Investment Management LLC | 117,373 | $13.9M | 0.52% | +24,509+26.4% | Added |
| Silvercrest Asset Management Group LLC | 118,179 | $13.9M | 0.09% | −33,015−21.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 118,200 | $13.9M | 0.13% | +5,879+5.2% | Added |