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 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 1,726 | $203.7K | 0.04% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,727 | $203.8K | 0.03% | +5+0.3% | Added |
| Binnacle Investments Inc | 1,733 | $204.5K | 0.13% | +108+6.6% | Added |
| Country Trust Bank | 1,734 | $204.6K | 0.00% | +114+7.0% | Added |
| Aventura Private Wealth, LLC | 1,735 | $204.7K | 0.09% | −240−12.2% | Reduced |
| Ironsides Asset Advisors, LLC | 1,736 | $204.9K | 0.06% | −23−1.3% | Reduced |
| Strata Wealth Advisors, LLC | 1,742 | $205.6K | 0.06% | +6+0.3% | Added |
| Zhang Financial LLC | 1,743 | $205.7K | 0.01% | +1+0.1% | Added |
| Newman Dignan & Sheerar, Inc. | 1,744 | $205.8K | 0.05% | +1,744 | New |
| Chesapeake Wealth Management | 1,748 | $206.3K | 0.07% | −15−0.9% | Reduced |
| Kieckhefer Group LLC | 1,748 | $206.3K | 0.11% | 00.0% | Unchanged |
| Idaho Trust Bank | 1,748 | $206.3K | 0.07% | +1,748 | New |
| Moseley Investment Management Inc | 1,748 | $206.3K | 0.07% | +5+0.3% | Added |
| Fragasso Group Inc. | 1,751 | $206.6K | 0.01% | +1,751 | New |
| Petix & Botte Co | 1,752 | $206.7K | 0.05% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 1,755 | $207.1K | 0.02% | +8+0.5% | Added |
| Compass Wealth Management, LLC | 1,759 | $207.6K | 0.11% | +1,759 | New |
| Bullock Wealth Management Group | 1,748 | $207.8K | 0.11% | −65−3.6% | Reduced |
| PKS Advisory Services, LLC | 1,773 | $208.6K | 0.05% | +1,773 | New |
| Wedge Capital Management L L P | 1,768 | $208.6K | 0.00% | +95+5.7% | Added |
| Mill Creek Capital Advisors, LLC | 1,772 | $209.1K | 0.00% | −235−11.7% | Reduced |
| Sax Wealth Advisors, LLC | 1,773 | $209.3K | 0.01% | +29+1.7% | Added |
| Alteri Wealth LLC | 1,779 | $209.9K | 0.08% | −57−3.1% | Reduced |
| DGS Capital Management, LLC | 1,779 | $210.0K | 0.04% | +1,779 | New |
| Eads & Heald Wealth Management | 1,780 | $210.0K | 0.10% | −144−7.5% | Reduced |
| Eagle Capital Management, LLC | 1,781 | $210.0K | 0.09% | +1,781 | New |
| Mattern Wealth Management LLC | 1,780 | $210.0K | 0.04% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 1,781 | $210.2K | 0.16% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,789 | $211.1K | 0.12% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,790 | $211.2K | 0.01% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 1,790 | $211.3K | 0.16% | −310−14.8% | Reduced |
| Lifeworks Advisors, LLC | 1,792 | $211.5K | 0.03% | −2−0.1% | Reduced |
| Jessup Wealth Management, Inc | 1,795 | $211.8K | 0.08% | +2+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 1,799 | $212.3K | 0.05% | +19+1.1% | Added |
| Revere Asset Management, Inc | 1,800 | $212.4K | 0.10% | −600−25.0% | Reduced |
| Ostrum Asset Management | 1,801 | $212.5K | 0.01% | −52−2.8% | Reduced |
| 180 Wealth Advisors, LLC | 1,808 | $213.3K | 0.03% | −42−2.3% | Reduced |
| Tradewinds Capital Management, LLC | 1,809 | $213.5K | 0.05% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 1,811 | $213.7K | 0.03% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 1,811 | $213.7K | 0.10% | +3+0.2% | Added |
| Beacon Financial Advisory LLC | 1,814 | $214.1K | 0.06% | −7,354−80.2% | Reduced |
| Stephens Consulting, LLC | 1,815 | $214.2K | 0.05% | +28+1.6% | Added |
| Reyes Financial Architecture, Inc. | 1,822 | $215.0K | 0.19% | −5−0.3% | Reduced |
| Leelyn Smith, LLC | 1,822 | $215.0K | 0.04% | +7+0.4% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 1,818 | $215.0K | 0.07% | −50−2.7% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 1,824 | $215.2K | 0.01% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,828 | $216.0K | 0.00% | +1,828 | New |
| Sentry LLC | 1,831 | $216.1K | 0.04% | +86+4.9% | Added |
| Tranquility Partners, LLC | 1,833 | $216.3K | 0.08% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,836 | $216.7K | 0.03% | −97−5.0% | Reduced |
| Patton Fund Management, Inc. | 1,837 | $216.8K | 0.05% | +1,837 | New |
| West Branch Capital LLC | 1,838 | $216.9K | 0.06% | −140−7.1% | Reduced |
| Fullcircle Wealth LLC | 1,748 | $217.0K | 0.08% | +10+0.6% | Added |
| Founders Financial Securities LLC | 1,841 | $217.2K | 0.02% | +12+0.7% | Added |
| Weaver Consulting Group | 1,845 | $217.7K | 0.06% | +3+0.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,842 | $218.0K | 0.09% | −113−5.8% | Reduced |
| Strategic Investment Advisors | 1,847 | $218.0K | 0.02% | +121+7.0% | Added |
| Bender Robert & Associates | 1,848 | $218.1K | 0.05% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,852 | $218.5K | 0.08% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,854 | $218.8K | 0.03% | −920−33.2% | Reduced |
| Regatta Capital Group, LLC | 1,855 | $218.8K | 0.04% | +187+11.2% | Added |
| Hughes Financial Services, LLC | 1,749 | $219.0K | 0.04% | +7+0.4% | Added |
| James J. Burns & Company, LLC | 1,857 | $219.1K | 0.04% | +61+3.4% | Added |
| Balance Wealth, LLC | 1,858 | $219.2K | 0.13% | −1−0.1% | Reduced |
| Founders Grove Wealth Partners, LLC | 1,860 | $219.5K | 0.06% | −181−8.9% | Reduced |
| Stokes Family Office, LLC | 1,860 | $219.5K | 0.02% | −179−8.8% | Reduced |
| Adell Harriman & Carpenter Inc | 1,865 | $220.1K | 0.01% | +9+0.5% | Added |
| Beaumont Financial Advisors, LLC | 1,866 | $220.2K | 0.02% | −19−1.0% | Reduced |
| Benin Management CORP | 1,868 | $220.4K | 0.06% | 00.0% | Unchanged |
| Gries Financial LLC | 1,871 | $220.8K | 0.04% | +45+2.5% | Added |
| Cary Street Partner Investment Advisory LLC | 1,871 | $220.8K | 0.11% | +65+3.6% | Added |
| KC Investment Advisors, LLC | 1,875 | $221.3K | 0.08% | −1−0.1% | Reduced |
| Plancorp, LLC | 1,875 | $221.3K | 0.01% | +19+1.0% | Added |
| Infinity Wealth Counsel, LLC | 1,877 | $221.5K | 0.22% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,877 | $221.6K | 0.08% | +183+10.8% | Added |
| MV Capital Management, Inc. | 1,878 | $221.6K | 0.02% | −18−0.9% | Reduced |
| LifePlan Investment Advisors, Inc. | 1,878 | $221.6K | 0.11% | −3−0.2% | Reduced |
| Atwood & Palmer Inc | 1,878 | $221.6K | 0.01% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,878 | $221.7K | 0.04% | +160+9.3% | Added |
| Old Point Trust & Financial Services N A | 1,880 | $221.8K | 0.08% | −150−7.4% | Reduced |
| First American Trust, FSB | 1,884 | $222.3K | 0.02% | +118+6.7% | Added |
| Silvant Capital Management LLC | 1,886 | $222.5K | 0.01% | 00.0% | Unchanged |
| American Money Management, LLC | 1,895 | $223.6K | 0.04% | −661−25.9% | Reduced |
| Gilman Hill Asset Management, LLC | 1,895 | $223.6K | 0.04% | 00.0% | Unchanged |
| Kagan Cocozza Asset Management | 1,898 | $224.0K | 0.17% | −10−0.5% | Reduced |
| Eagle Strategies LLC | 1,903 | $224.5K | 0.03% | −601−24.0% | Reduced |
| Integrity Alliance, LLC. | 1,903 | $224.6K | 0.01% | −2,275−54.5% | Reduced |
| Cypress Asset Management Inc | 1,908 | $225.1K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,910 | $225.4K | 0.02% | +1+0.1% | Added |
| William Allan, LLC | 1,910 | $225.4K | 0.13% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,929 | $226.3K | 0.16% | −10−0.5% | Reduced |
| Prosperity Financial Group, Inc. | 1,920 | $226.6K | 0.10% | +24+1.3% | Added |
| Abel Hall, LLC | 1,921 | $226.7K | 0.10% | −387−16.8% | Reduced |
| Plato Investment Management Ltd | 1,935 | $227.5K | 0.02% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,930 | $227.8K | 0.05% | +268+16.1% | Added |
| Second Half Financial Partners, LLC | 1,932 | $228.0K | 0.11% | −10−0.5% | Reduced |
| Riverbend Wealth Management, LLC | 1,935 | $228.4K | 0.17% | −611−24.0% | Reduced |
| Clark Financial Services Group Inc | 1,936 | $228.4K | 0.14% | +166+9.4% | Added |
| Brucke Financial, Inc. | 1,940 | $228.9K | 0.16% | +1,940 | New |
| Shilanski & Associates, Inc. | 1,944 | $229.4K | 0.07% | −112−5.4% | Reduced |