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 |
|---|---|---|---|---|---|
| VisionPoint Advisory Group, LLC | 2,265 | $267.3K | 0.06% | +2,265 | New |
| TrueWealth Advisors, LLC | 2,266 | $267.4K | 0.08% | −12−0.5% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 2,280 | $269.0K | 0.05% | −139−5.7% | Reduced |
| Elyxium Wealth, LLC | 2,280 | $269.0K | 0.10% | +2,280 | New |
| Monticello Wealth Management, LLC | 2,287 | $269.9K | 0.02% | +11+0.5% | Added |
| Hurlow Wealth Management Group, Inc. | 2,287 | $269.9K | 0.08% | 00.0% | Unchanged |
| Warm Springs Advisors Inc. | 2,291 | $270.3K | 0.23% | −414−15.3% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,291 | $270.3K | 0.17% | +166+7.8% | Added |
| Total Clarity Wealth Management, Inc. | 2,291 | $270.3K | 0.08% | +2,291 | New |
| Victory Financial Group, LLC | 2,295 | $270.8K | 0.04% | +2,295 | New |
| MUFG Securities EMEA plc | 2,297 | $271.0K | 0.01% | +2,297 | New |
| Mainsail Asset Management, LLC | 2,301 | $271.5K | 0.17% | 00.0% | Unchanged |
| United Advisor Group, LLC | 2,306 | $272.1K | 0.05% | +226+10.9% | Added |
| Bridge Creek Capital Management LLC | 2,307 | $272.2K | 0.08% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 2,312 | $272.8K | 0.05% | −507−18.0% | Reduced |
| Consolidated Portfolio Review Corp | 2,314 | $273.1K | 0.04% | −106−4.4% | Reduced |
| Sivia Capital Partners, LLC | 2,316 | $273.3K | 0.09% | −28−1.2% | Reduced |
| Gateway Wealth Partners, LLC | 2,316 | $273.3K | 0.05% | +2,316 | New |
| Peoples Bank | 2,324 | $274.2K | 0.18% | −25−1.1% | Reduced |
| Buttonwood Financial Advisors Inc. | 2,326 | $274.4K | 0.11% | −327−12.3% | Reduced |
| First United Bank Trust | 2,327 | $274.6K | 0.10% | +710+43.9% | Added |
| Angeles Wealth Management, LLC | 2,330 | $274.9K | 0.02% | +204+9.6% | Added |
| Summit X, LLC | 2,331 | $275.0K | 0.05% | +100+4.5% | Added |
| Salvus Wealth Management, LLC | 2,335 | $275.6K | 0.16% | +71+3.1% | Added |
| Cornerstone Management, Inc. | 2,337 | $275.8K | 0.05% | +2,337 | New |
| Scott Marsh Financial, LLC | 2,340 | $276.1K | 0.10% | +2,340 | New |
| Front Row Advisors LLC | 2,342 | $276.4K | 0.10% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 2,346 | $276.8K | 0.03% | −95−3.9% | Reduced |
| Sunpointe, LLC | 2,348 | $277.1K | 0.11% | +58+2.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,365 | $277.3K | 0.11% | +41+1.8% | Added |
| Rexford Capital Inc | 2,351 | $277.4K | 0.23% | +2,351 | New |
| Curat Global, LLC | 2,354 | $277.7K | 0.27% | +311+15.2% | Added |
| Tyler-Stone Wealth Management | 2,360 | $278.5K | 0.04% | −95−3.9% | Reduced |
| Kraematon Investment Advisors, Inc | 2,366 | $279.2K | 0.26% | +17+0.7% | Added |
| Tilia Fiduciary Partners, Inc. | 2,369 | $279.6K | 0.17% | +4+0.2% | Added |
| Miller Financial Services LLC | 2,371 | $279.7K | 0.36% | −77−3.1% | Reduced |
| Colonial River Wealth Management, LLC | 2,372 | $280.3K | 0.12% | −32−1.3% | Reduced |
| Rossmore Private Capital | 2,377 | $280.5K | 0.03% | −210−8.1% | Reduced |
| First Financial Bankshares Inc | 2,378 | $280.6K | 0.01% | +326+15.9% | Added |
| Advus Financial Partners, LLC | 2,379 | $280.8K | 0.07% | −286−10.7% | Reduced |
| Sentinus, LLC | 2,381 | $281.0K | 0.07% | +104+4.6% | Added |
| Westbourne Investments, Inc. | 2,389 | $281.9K | 0.15% | +2,389 | New |
| HORAN Wealth, LLC | 2,389 | $281.9K | 0.09% | +2,389 | New |
| Joule Financial, LLC | 2,395 | $282.6K | 0.09% | +10.0% | Added |
| Weatherly Asset Management L. P. | 2,395 | $282.7K | 0.02% | −74−3.0% | Reduced |
| FDx Advisors, Inc. | 2,398 | $283.0K | 0.09% | −56−2.3% | Reduced |
| Alternative Investment Advisors, LLC. | 2,397 | $283.0K | 0.14% | +177+8.0% | Added |
| Tradition Wealth Management, LLC | 2,399 | $283.1K | 0.02% | +71+3.0% | Added |
| Apriem Advisors | 2,400 | $283.2K | 0.03% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,406 | $283.9K | 0.03% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 2,409 | $284.3K | 0.14% | +9+0.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,414 | $284.9K | 0.10% | +613+34.0% | Added |
| Koss-Olinger Consulting, LLC | 2,416 | $285.1K | 0.02% | +3+0.1% | Added |
| Cozad Asset Management Inc | 2,416 | $285.1K | 0.02% | −7−0.3% | Reduced |
| Diversified Enterprises, LLC | 2,416 | $285.1K | 0.02% | +6+0.2% | Added |
| Lokken Investment Group LLC | 2,421 | $285.7K | 0.11% | −212−8.1% | Reduced |
| McLean Asset Management Corp | 2,441 | $285.7K | 0.08% | +46+1.9% | Added |
| Lockerman Financial Group, Inc. | 2,422 | $285.8K | 0.38% | 00.0% | Unchanged |
| Red Wave Investments LLC | 2,423 | $285.9K | 0.09% | −53−2.1% | Reduced |
| Blossom Wealth Management | 2,445 | $288.5K | 0.51% | −290−10.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,446 | $288.6K | 0.07% | −230−8.6% | Reduced |
| Banco Santander, S.A. | 2,447 | $288.7K | 0.00% | +2,447 | New |
| FRG Family Wealth Advisors LLC | 2,450 | $289.1K | 0.05% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,464 | $290.8K | 0.01% | +2+0.1% | Added |
| Acorns Advisers, LLC | 2,465 | $291.0K | 0.00% | +680+38.1% | Added |
| Lloyd Advisory Services, LLC. | 2,468 | $291.2K | 0.14% | −5−0.2% | Reduced |
| Cromwell Holdings LLC | 2,469 | $291.3K | 0.18% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,472 | $291.7K | 0.05% | −14−0.6% | Reduced |
| Fortis Capital Advisors, LLC | 2,474 | $292.0K | 0.05% | +26+1.1% | Added |
| Partners Wealth Management, LLC | 2,413 | $292.1K | 0.33% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 2,482 | $292.9K | 0.15% | −72−2.8% | Reduced |
| PSI Advisors, LLC | 2,483 | $293.0K | 0.14% | −418−14.4% | Reduced |
| Grandfield & Dodd, LLC | 2,485 | $293.2K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,487 | $293.5K | 0.04% | +34+1.4% | Added |
| Maltin Wealth Management, Inc. | 2,500 | $295.0K | 0.13% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,501 | $295.1K | 0.10% | +2,501 | New |
| AlTi Global, Inc. | 2,504 | $295.5K | 0.01% | +569+29.4% | Added |
| Washington Trust Advisors, Inc. | 2,505 | $295.6K | 0.02% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 2,505 | $295.6K | 0.22% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 2,533 | $299.0K | 0.11% | −12−0.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,539 | $299.6K | 0.10% | +7+0.3% | Added |
| Family Legacy Financial Solutions, LLC | 2,544 | $300.2K | 0.25% | +2,544 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,546 | $300.4K | 0.11% | −156−5.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,545 | $300.5K | 0.04% | +267+11.7% | Added |
| Fountainhead AM, LLC | 2,547 | $300.6K | 0.04% | +479+23.2% | Added |
| Barnes Wealth Management Group, Inc | 2,557 | $301.7K | 0.18% | +2,557 | New |
| LCM Capital Management Inc | 2,558 | $301.8K | 0.16% | +42+1.7% | Added |
| Royal Capital Wealth Management, LLC | 2,568 | $303.0K | 0.20% | −50−1.9% | Reduced |
| Foster Group, Inc. | 2,578 | $304.2K | 0.01% | +76+3.0% | Added |
| First Nebraska Trust Co | 2,578 | $304.2K | 0.03% | 00.0% | Unchanged |
| Berry Wealth Group, LP | 2,581 | $304.5K | 0.21% | +359+16.2% | Added |
| Hamilton Point Investment Advisors, LLC | 2,582 | $304.7K | 0.05% | +31+1.2% | Added |
| Wealth Quarterback LLC | 2,587 | $305.2K | 0.14% | +137+5.6% | Added |
| Capital Advisors Wealth Management, LLC | 2,588 | $305.3K | 0.05% | +69+2.7% | Added |
| Pallas Capital Advisors LLC | 2,589 | $305.5K | 0.01% | −1,424−35.5% | Reduced |
| Capital Advantage, Inc. | 2,589 | $305.5K | 0.05% | +150+6.2% | Added |
| Sather Financial Group Inc | 2,590 | $305.6K | 0.02% | +2,590 | New |
| M.E. Allison & Co., Inc. | 2,592 | $305.7K | 0.25% | +205+8.6% | Added |
| Citizens National Bank Trust Department | 2,592 | $305.9K | 0.06% | −15−0.6% | Reduced |
| Leigh Baldwin & Co., LLC | 2,607 | $307.7K | 0.20% | +2,607 | New |