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 |
|---|---|---|---|---|---|
| Goldstein Advisors, LLC | 1,944 | $229.4K | 0.03% | +17+0.9% | Added |
| Semus Wealth Partners LLC | 1,946 | $229.6K | 0.15% | −58−2.9% | Reduced |
| Tritonpoint Wealth, LLC | 1,952 | $230.4K | 0.02% | +45+2.4% | Added |
| E Fund Management Co., Ltd. | 1,954 | $230.6K | 0.01% | −496−20.2% | Reduced |
| White Pine Capital LLC | 1,954 | $230.6K | 0.07% | +1,954 | New |
| NBW Capital LLC | 1,955 | $230.7K | 0.05% | +153+8.5% | Added |
| Truepoint, Inc. | 1,956 | $230.8K | 0.01% | +1,956 | New |
| Meridian Financial, LLC | 1,956 | $230.8K | 0.15% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 1,958 | $231.0K | 0.08% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 1,961 | $231.3K | 0.08% | +1,961 | New |
| Sovran Advisors, LLC | 1,997 | $232.3K | 0.02% | +240+13.7% | Added |
| Strategic Investment Solutions, Inc. | 1,975 | $233.1K | 0.07% | +7+0.4% | Added |
| Armstrong, Fleming & Moore, Inc | 1,981 | $233.8K | 0.13% | +1,981 | New |
| Consolidated Planning Corp | 1,981 | $233.8K | 0.03% | −406−17.0% | Reduced |
| XTX Topco Ltd | 1,983 | $234.0K | 0.01% | +1,983 | New |
| Uniting Wealth Partners, LLC | 1,987 | $234.5K | 0.09% | +3+0.2% | Added |
| Lawson Kroeker Investment Management Inc | 1,991 | $234.9K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 1,993 | $235.2K | 0.00% | +1,993 | New |
| Westover Capital Advisors, LLC | 2,000 | $236.0K | 0.05% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 2,000 | $236.0K | 0.21% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 2,006 | $237.0K | 0.03% | +2,006 | New |
| Johnson Financial Group, Inc. | 2,009 | $237.1K | 0.01% | −6,178−75.5% | Reduced |
| Atlantic Family Wealth, LLC | 2,009 | $237.1K | 0.21% | −6−0.3% | Reduced |
| Philip James Wealth Mangement, LLC | 2,012 | $237.4K | 0.03% | +8+0.4% | Added |
| Ferguson Shapiro LLC | 2,015 | $237.8K | 0.08% | +2,015 | New |
| Tower Wealth Partners, Inc. | 2,016 | $237.9K | 0.14% | +170+9.2% | Added |
| LaSalle St. Investment Advisors, LLC | 2,023 | $238.0K | 0.07% | +174+9.4% | Added |
| Patron Partners Advisors, LLC | 2,017 | $238.0K | 0.12% | −340−14.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,017 | $238.0K | 0.03% | +2,017 | New |
| Chung Wu Investment Group, LLC | 2,018 | $238.1K | 0.25% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 2,019 | $238.2K | 0.15% | 00.0% | Unchanged |
| tru Independence LLC | 2,023 | $238.7K | 0.07% | +71+3.6% | Added |
| Virtue Capital Management, LLC | 2,025 | $238.9K | 0.04% | −273−11.9% | Reduced |
| Legacy Private Trust Co. | 2,025 | $238.9K | 0.02% | −175−8.0% | Reduced |
| Van Hulzen Asset Management, LLC | 2,026 | $239.1K | 0.02% | +45+2.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 2,026 | $239.1K | 0.13% | −10.0% | Reduced |
| Clearwater Capital Advisors, LLC | 2,027 | $239.2K | 0.02% | −1,748−46.3% | Reduced |
| Onefund, LLC | 2,030 | $240.0K | 0.17% | −18−0.9% | Reduced |
| Boothbay Fund Management, LLC | 2,045 | $241.3K | 0.01% | −1,233−37.6% | Reduced |
| OneAscent Wealth Management LLC | 2,051 | $242.0K | 0.09% | −746−26.7% | Reduced |
| Wellspring Financial Advisors, LLC | 2,057 | $242.7K | 0.02% | +2,057 | New |
| Resonant Capital Advisors, LLC | 2,064 | $243.6K | 0.02% | +2,064 | New |
| Pioneer Trust Bank N A | 2,066 | $243.8K | 0.06% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,066 | $243.8K | 0.00% | +373+22.0% | Added |
| Pinnacle Bancorp, Inc. | 2,069 | $244.1K | 0.08% | −248−10.7% | Reduced |
| Sand Hill Global Advisors, LLC | 2,074 | $244.7K | 0.01% | +408+24.5% | Added |
| Peddock Capital Advisors, LLC | 2,075 | $244.8K | 0.06% | 00.0% | Unchanged |
| bLong Financial, LLC | 2,084 | $245.9K | 0.19% | 00.0% | Unchanged |
| Abound Financial, LLC | 2,086 | $246.1K | 0.11% | +16+0.8% | Added |
| Longboard Asset Management, LP | 2,101 | $247.9K | 0.62% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,105 | $248.4K | 0.11% | −24−1.1% | Reduced |
| Liberty Capital Management, Inc. | 2,105 | $248.4K | 0.05% | +114+5.7% | Added |
| GeoWealth Management, LLC | 2,107 | $248.6K | 0.01% | +128+6.5% | Added |
| First Financial Corp | 2,117 | $249.8K | 0.11% | −184−8.0% | Reduced |
| Winthrop Advisory Group LLC | 2,117 | $249.8K | 0.02% | +34+1.6% | Added |
| Redhawk Wealth Advisors, Inc. | 2,118 | $249.9K | 0.03% | +4+0.2% | Added |
| Thoroughbred Financial Services, LLC | 2,118 | $250.0K | 0.02% | −4,013−65.5% | Reduced |
| Ewa, LLC | 2,121 | $250.3K | 0.08% | +255+13.7% | Added |
| Essex Investment Management Co LLC | 2,122 | $250.4K | 0.05% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,131 | $251.5K | 0.09% | −85−3.8% | Reduced |
| Perennial Investment Advisors, LLC | 2,136 | $252.1K | 0.02% | −96−4.3% | Reduced |
| Hilltop National Bank | 2,137 | $252.2K | 0.07% | +2,137 | New |
| Canal Capital Management, LLC | 2,144 | $253.0K | 0.04% | +6+0.3% | Added |
| Auxano Advisors, LLC | 2,149 | $253.6K | 0.06% | +30+1.4% | Added |
| Obsidian Personal Planning Solutions LLC | 2,154 | $254.2K | 0.10% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,155 | $254.3K | 0.13% | −113−5.0% | Reduced |
| Tucker Asset Management LLC | 2,160 | $254.9K | 0.08% | −245−10.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,164 | $255.0K | 0.08% | −100−4.4% | Reduced |
| MBB Public Markets I LLC | 2,166 | $255.6K | 0.03% | −485−18.3% | Reduced |
| Optimize Financial Inc | 2,169 | $255.9K | 0.16% | −14−0.6% | Reduced |
| Inscription Capital, LLC | 2,169 | $256.0K | 0.04% | +2,169 | New |
| Roble, Belko & Company, Inc | 2,182 | $257.0K | 0.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,181 | $257.4K | 0.00% | +2,181 | New |
| Intergy Private Wealth, LLC | 2,183 | $257.6K | 0.09% | −40−1.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,187 | $258.1K | 0.06% | +73+3.5% | Added |
| Joel Adams & Associates, Inc. | 2,189 | $258.3K | 0.23% | −300−12.1% | Reduced |
| Triad Wealth Partners, LLC | 2,190 | $258.4K | 0.05% | −241−9.9% | Reduced |
| Capital Planning Advisors, LLC | 2,190 | $258.4K | 0.04% | −7−0.3% | Reduced |
| Matrix Private Capital Group LLC | 2,201 | $259.7K | 0.15% | −36−1.6% | Reduced |
| Bath Savings Trust Co | 2,209 | $260.7K | 0.03% | −78−3.4% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,217 | $261.6K | 0.09% | −165−6.9% | Reduced |
| City State Bank | 2,217 | $261.6K | 0.08% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,226 | $262.7K | 0.02% | +280+14.4% | Added |
| Smithfield Trust Co | 2,222 | $263.0K | 0.01% | 00.0% | Unchanged |
| M. Kraus & Co | 2,229 | $263.0K | 0.08% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 2,235 | $263.7K | 0.19% | +2,235 | New |
| Sentry Investment Management LLC | 2,268 | $264.0K | 0.15% | 00.0% | Unchanged |
| Manske Wealth Management | 2,239 | $264.2K | 0.09% | −9−0.4% | Reduced |
| Papp L Roy & Associates | 2,240 | $264.3K | 0.03% | −26−1.1% | Reduced |
| Wrapmanager Inc | 2,245 | $264.9K | 0.06% | −38−1.7% | Reduced |
| Van Cleef Asset Management,Inc | 2,249 | $265.4K | 0.03% | −400−15.1% | Reduced |
| Slagle Financial, LLC | 2,250 | $265.4K | 0.11% | −44−1.9% | Reduced |
| Sanders Morris Harris LLC | 2,250 | $265.5K | 0.06% | 00.0% | Unchanged |
| Severin Investments, LLC | 2,255 | $266.1K | 0.25% | +16+0.7% | Added |
| TCTC Holdings, LLC | 2,256 | $266.2K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,259 | $266.5K | 0.03% | +20+0.9% | Added |
| Kennebec Savings Bank | 2,260 | $266.7K | 0.26% | −125−5.2% | Reduced |
| Hantz Financial Services, Inc. | 2,264 | $267.0K | 0.00% | +595+35.7% | Added |
| Vantage Financial Partners, LLC | 2,263 | $267.1K | 0.06% | −7−0.3% | Reduced |
| Castleview Partners, LLC | 2,264 | $267.2K | 0.17% | +248+12.3% | Added |