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 |
|---|---|---|---|---|---|
| Investment Research & Advisory Group, Inc. | 632 | $74.7K | 0.03% | +5+0.8% | Added |
| PFS Partners, LLC | 633 | $74.7K | 0.04% | +5+0.8% | Added |
| Ryan Investment Management, Inc. | 634 | $74.8K | 0.05% | +634 | New |
| LRI Investments, LLC | 635 | $74.9K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 636 | $75.0K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 649 | $76.6K | 0.01% | −5−0.8% | Reduced |
| Fairscale Capital, LLC | 640 | $77.8K | 0.06% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 667 | $78.7K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 673 | $79.4K | 0.07% | −845−55.7% | Reduced |
| ORG Partners LLC | 675 | $80.2K | 0.02% | +38+6.0% | Added |
| Beaird Harris Wealth Management, LLC | 687 | $81.1K | 0.01% | +164+31.4% | Added |
| Essential Partners LLC | 698 | $82.4K | 0.03% | +698 | New |
| Luken Investment Analytics, LLC | 721 | $85.1K | 0.04% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 726 | $85.8K | 0.22% | +6+0.8% | Added |
| Painted Porch Advisors LLC | 739 | $87.2K | 0.04% | −50−6.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 763 | $90.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 767 | $90.5K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 771 | $91.0K | 0.02% | +204+36.0% | Added |
| Avion Wealth | 774 | $91.0K | 0.02% | +188+32.1% | Added |
| Rise Advisors, LLC | 786 | $92.8K | 0.04% | +51+6.9% | Added |
| WPG Advisers, LLC | 794 | $93.7K | 0.08% | −4−0.5% | Reduced |
| Louisbourg Investments Inc. | 800 | $94.4K | 0.02% | 00.0% | Unchanged |
| Canopy Partners, LLC | 800 | $94.4K | 0.03% | +61+8.3% | Added |
| Global Trust Asset Management, LLC | 807 | $95.2K | 0.05% | +500+162.9% | Added |
| Plante Moran Financial Advisors, LLC | 869 | $102.5K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 869 | $103.0K | 0.01% | −8−0.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 880 | $103.8K | 0.03% | 00.0% | Unchanged |
| Capula Management Ltd | 891 | $105.1K | 0.00% | −63−6.6% | Reduced |
| Chapman Financial Group, LLC | 896 | $105.7K | 0.09% | +896 | New |
| Holos Integrated Wealth LLC | 851 | $106.6K | 0.06% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 918 | $108.0K | 0.03% | +4+0.4% | Added |
| GW&K Investment Management, LLC | 915 | $108.0K | 0.00% | +229+33.4% | Added |
| South Plains Financial, Inc. | 919 | $108.4K | 0.08% | +900+4,736.8% | Added |
| Bangor Savings Bank | 937 | $110.6K | 0.01% | −4−0.4% | Reduced |
| TruNorth Capital Management, LLC | 940 | $110.9K | 0.02% | −428−31.3% | Reduced |
| Key Financial Inc | 941 | $111.0K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 941 | $111.0K | 0.06% | +165+21.3% | Added |
| Westside Investment Management, Inc. | 941 | $111.2K | 0.02% | +181+23.8% | Added |
| Virtus ETF Advisers LLC | 963 | $113.6K | 0.07% | +428+80.0% | Added |
| Headlands Technologies LLC | 968 | $114.2K | 0.01% | +968 | New |
| Hartford Financial Management Inc. | 975 | $115.0K | 0.03% | −17,208−94.6% | Reduced |
| Investors Research Corp | 999 | $117.9K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 999 | $117.9K | 0.01% | +22+2.3% | Added |
| Copia Wealth Management | 1,017 | $120.0K | 0.10% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,018 | $120.1K | 0.08% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,027 | $121.2K | 0.54% | −377−26.9% | Reduced |
| New Millennium Group LLC | 1,028 | $121.3K | 0.07% | −72−6.5% | Reduced |
| GHP Investment Advisors, Inc. | 1,028 | $121.3K | 0.01% | +508+97.7% | Added |
| Piscataqua Savings Bank | 1,029 | $121.4K | 0.10% | 00.0% | Unchanged |
| Advantage Trust Co | 1,029 | $121.4K | 0.06% | +630+157.9% | Added |
| Howard Capital Management Group, LLC | 1,048 | $123.7K | 0.01% | −100−8.7% | Reduced |
| Webster Bank, N. A. | 1,059 | $125.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,082 | $127.7K | 0.07% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 1,086 | $128.1K | 0.04% | −19−1.7% | Reduced |
| WFA of San Diego, LLC | 1,087 | $128.2K | 0.09% | +1,087 | New |
| Coastline Trust Co | 1,100 | $129.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,124 | $132.6K | 0.02% | +384+51.9% | Added |
| Missouri Trust & Investment Co | 1,140 | $134.5K | 0.04% | +169+17.4% | Added |
| First Pacific Financial | 1,149 | $135.6K | 0.02% | +915+391.0% | Added |
| Nemes Rush Group LLC | 1,166 | $137.6K | 0.01% | +10+0.9% | Added |
| Icon Wealth Advisors, LLC | 1,204 | $142.1K | 0.01% | +87+7.8% | Added |
| Smallwood Wealth Investment Management, LLC | 1,204 | $142.2K | 0.08% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,215 | $143.4K | 0.07% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,233 | $145.5K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,250 | $147.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,263 | $149.0K | 0.07% | −48−3.7% | Reduced |
| Rossby Financial, LCC | 1,292 | $152.5K | 0.06% | −206−13.8% | Reduced |
| Arlington Trust Co LLC | 1,307 | $154.2K | 0.03% | −288−18.1% | Reduced |
| Kimelman & Baird, LLC | 1,332 | $157.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,335 | $157.5K | 0.05% | −100−7.0% | Reduced |
| Goodman Advisory Group, LLC | 1,337 | $157.8K | 0.05% | −29,324−95.6% | Reduced |
| Fourth Dimension Wealth, LLC | 1,342 | $158.3K | 0.07% | +574+74.7% | Added |
| Redmont Wealth Advisors LLC | 1,347 | $158.9K | 0.23% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,360 | $160.5K | 0.00% | −220−13.9% | Reduced |
| Center for Financial Planning, Inc. | 1,370 | $161.7K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1,378 | $162.6K | 0.10% | +40+3.0% | Added |
| Traub Capital Management LLC | 1,394 | $164.5K | 0.15% | +1,394 | New |
| Vision Financial Markets LLC | 1,395 | $164.6K | 0.16% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,395 | $164.6K | 0.01% | +1,385+13,850.0% | Added |
| Private Wealth Asset Management, LLC | 1,408 | $166.1K | 0.02% | +85+6.4% | Added |
| Alerus Financial NA | 1,409 | $166.3K | 0.01% | +1,409 | New |
| UMA Financial Services, Inc. | 1,423 | $167.9K | 0.03% | +71+5.3% | Added |
| Medallion Wealth Advisors, LLC | 1,418 | $168.2K | 0.07% | −16−1.1% | Reduced |
| Valley National Advisers Inc | 1,462 | $172.0K | 0.03% | +3+0.2% | Added |
| Addison Advisors LLC | 1,481 | $174.8K | 0.04% | +611+70.2% | Added |
| MeadowBrook Investment Advisors LLC | 1,493 | $176.2K | 0.16% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,500 | $177.0K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,502 | $177.2K | 0.02% | −33−2.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,502 | $177.2K | 0.08% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 1,617 | $190.8K | 0.15% | +252+18.5% | Added |
| Hager Investment Management Services, LLC | 1,650 | $194.7K | 0.12% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,651 | $194.9K | 0.07% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,659 | $195.8K | 0.11% | +124+8.1% | Added |
| Allianz SE | 1,666 | $196.6K | 0.00% | 00.0% | Unchanged |
| Wilkins Miller Wealth Management, LLC | 1,697 | $200.3K | 0.14% | +7+0.4% | Added |
| Northern Oak Wealth Management Inc | 1,700 | $200.6K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,709 | $201.7K | 0.08% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 1,715 | $202.4K | 0.08% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 1,719 | $202.8K | 0.03% | +8+0.5% | Added |
| Saxon Interests, Inc. | 1,664 | $203.0K | 0.09% | 00.0% | Unchanged |