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 |
|---|---|---|---|---|---|
| Sigma Investment Counselors Inc | 2,611 | $308.1K | 0.02% | −466−15.1% | Reduced |
| Partnership Wealth Management, LLC | 2,612 | $308.2K | 0.25% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 2,615 | $308.6K | 0.07% | −23−0.9% | Reduced |
| Pflug Koory, LLC | 2,615 | $308.6K | 0.16% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,620 | $309.2K | 0.11% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 2,620 | $309.2K | 0.12% | +9+0.3% | Added |
| Richardson Financial Services Inc. | 2,603 | $309.3K | 0.21% | −20−0.8% | Reduced |
| F/M Investments LLC | 2,630 | $310.3K | 0.01% | −13−0.5% | Reduced |
| Kozak & Associates, Inc. | 2,656 | $311.2K | 0.06% | +1,675+170.7% | Added |
| Oxbow Advisors, LLC | 2,649 | $312.6K | 0.03% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 2,650 | $312.7K | 0.19% | −3,330−55.7% | Reduced |
| Griffin Asset Management, Inc. | 2,660 | $313.9K | 0.04% | +12+0.5% | Added |
| Quest Investment Management LLC | 2,663 | $314.2K | 0.03% | +2,663 | New |
| Cooper Financial Group | 2,681 | $316.3K | 0.04% | −4,488−62.6% | Reduced |
| Cravens & Co Advisors, LLC | 2,683 | $316.6K | 0.24% | +56+2.1% | Added |
| SpringVest Wealth Management LLC | 2,689 | $317.3K | 0.26% | −225−7.7% | Reduced |
| Burns J W & Co Inc | 2,691 | $317.5K | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 2,700 | $318.6K | 0.08% | −11,100−80.4% | Reduced |
| Calamos Wealth Management LLC | 2,701 | $318.7K | 0.01% | −170−5.9% | Reduced |
| Chelsea Counsel Co | 2,701 | $318.7K | 0.16% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 2,702 | $318.8K | 0.14% | −4,641−63.2% | Reduced |
| German American Bancorp, Inc. | 2,709 | $319.7K | 0.03% | +2,709 | New |
| Mark Sheptoff Financial Planning, LLC | 2,711 | $319.9K | 0.17% | +26+1.0% | Added |
| D'Orazio & Associates, Inc. | 2,721 | $321.0K | 0.05% | +164+6.4% | Added |
| Carl P. Sherr & Co., LLC | 2,721 | $321.1K | 0.16% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,724 | $321.4K | 0.02% | +314+13.0% | Added |
| Brighton Securities Corp. | 2,724 | $321.4K | 0.18% | −939−25.6% | Reduced |
| Proficio Capital Partners LLC | 2,727 | $321.8K | 0.02% | +99+3.8% | Added |
| SkyView Investment Advisors, LLC | 2,758 | $322.0K | 0.05% | −2−0.1% | Reduced |
| Private Capital Management, LLC | 2,737 | $323.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,740 | $323.3K | 0.06% | −410−13.0% | Reduced |
| Horizon Investment Services, LLC | 2,760 | $325.7K | 0.14% | +10.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,763 | $326.0K | 0.07% | +2,763 | New |
| Connable Office Inc | 2,766 | $326.4K | 0.03% | +2,766 | New |
| Asset Allocation & Management Company, LLC | 2,775 | $327.0K | 0.15% | 00.0% | Unchanged |
| BXM Wealth LLC | 2,777 | $327.7K | 0.39% | −794−22.2% | Reduced |
| Generation Capital Management LLC | 2,785 | $328.6K | 0.26% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,789 | $329.1K | 0.02% | −973−25.9% | Reduced |
| Nalls Sherbakoff Group, LLC | 2,795 | $329.8K | 0.24% | +17+0.6% | Added |
| Peachtree Investment Partners, LLC | 2,796 | $330.0K | 0.13% | −372−11.7% | Reduced |
| 111 Capital | 2,797 | $330.0K | 0.06% | +2,797 | New |
| Onyx Bridge Wealth Group LLC | 2,804 | $330.9K | 0.04% | +8+0.3% | Added |
| Invst, LLC | 2,808 | $331.4K | 0.04% | +12+0.4% | Added |
| NorthStar Asset Management LLC | 2,808 | $331.4K | 0.17% | +53+1.9% | Added |
| Wealthcare Capital Partners, LLC | 2,822 | $333.0K | 0.17% | +10+0.4% | Added |
| Forum Financial Management, LP | 2,826 | $333.5K | 0.01% | +764+37.1% | Added |
| Revolve Wealth Partners, LLC | 2,836 | $334.7K | 0.04% | −198−6.5% | Reduced |
| Titleist Asset Management, LLC | 2,837 | $334.7K | 0.03% | +182+6.9% | Added |
| Stanley-Laman Group, Ltd. | 2,840 | $335.1K | 0.05% | +386+15.7% | Added |
| Alpine Bank Wealth Management | 2,852 | $336.5K | 0.05% | −179−5.9% | Reduced |
| Holcombe Financial, Inc. | 2,853 | $336.7K | 0.25% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,853 | $336.7K | 0.11% | +291+11.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 2,858 | $337.0K | 0.13% | +551+23.9% | Added |
| Beverly Hills Private Wealth, LLC | 2,857 | $337.2K | 0.06% | −309−9.8% | Reduced |
| Smith Asset Management Co., LLC | 2,858 | $337.2K | 0.29% | −658−18.7% | Reduced |
| Knuff & Co LLC | 2,858 | $337.2K | 0.11% | +6+0.2% | Added |
| Robertson Stephens Wealth Management, LLC | 2,860 | $337.5K | 0.01% | +130+4.8% | Added |
| Fortress Wealth Group, LLC | 2,722 | $338.0K | 0.16% | +13+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,865 | $338.1K | 0.00% | +291+11.3% | Added |
| West Chester Capital Advisors, Inc | 2,872 | $338.9K | 0.17% | −16−0.6% | Reduced |
| May Hill Capital, LLC | 2,881 | $339.9K | 0.11% | +200+7.5% | Added |
| Univest Financial Corp | 2,883 | $340.2K | 0.02% | −222−7.1% | Reduced |
| Financial Symmetry Inc | 2,887 | $340.6K | 0.18% | +2,887 | New |
| Berkshire Asset Management LLC | 2,892 | $341.3K | 0.02% | −5−0.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,894 | $341.5K | 0.08% | +100+3.6% | Added |
| Campbell & CO Investment Adviser LLC | 2,897 | $341.8K | 0.02% | −4,096−58.6% | Reduced |
| Evoke Wealth, LLC | 2,899 | $342.1K | 0.01% | −232−7.4% | Reduced |
| Shayne & Co., LLC | 2,902 | $342.4K | 0.11% | +402+16.1% | Added |
| Sequent Asset Management, LLC | 2,918 | $344.3K | 0.27% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 2,918 | $344.3K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,922 | $344.8K | 0.06% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,928 | $345.5K | 0.16% | +66+2.3% | Added |
| Interchange Capital Partners, LLC | 2,929 | $345.6K | 0.08% | +158+5.7% | Added |
| Van Strum & Towne Inc. | 2,939 | $346.8K | 0.11% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2,954 | $348.6K | 0.07% | +59+2.0% | Added |
| Harold Davidson & Associates Inc. | 2,956 | $348.8K | 0.23% | −575−16.3% | Reduced |
| CNB Bank | 2,961 | $349.4K | 0.17% | −389−11.6% | Reduced |
| Prostatis Group LLC | 2,963 | $349.6K | 0.10% | −367−11.0% | Reduced |
| Peak Planning Group, LLC | 2,969 | $350.3K | 0.22% | +734+32.8% | Added |
| Live Oak Investment Partners | 2,990 | $352.8K | 0.27% | −188−5.9% | Reduced |
| Centurion Wealth Management LLC | 2,991 | $352.9K | 0.10% | +87+3.0% | Added |
| Mason & Associates, LLC | 2,995 | $353.4K | 0.09% | +183+6.5% | Added |
| CFO4Life Group, LLC | 2,997 | $353.6K | 0.06% | −318−9.6% | Reduced |
| First Heartland Consultants, Inc. | 2,999 | $353.8K | 0.03% | +230+8.3% | Added |
| Walter Public Investments Inc. | 3,000 | $354.0K | 0.06% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 3,005 | $354.6K | 0.22% | −63−2.1% | Reduced |
| Cascade Investment Group, Inc. | 3,010 | $355.2K | 0.25% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,010 | $355.2K | 0.03% | +62+2.1% | Added |
| Moss Adams Wealth Advisors LLC | 3,011 | $355.3K | 0.03% | +152+5.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 3,015 | $355.7K | 0.11% | +3+0.1% | Added |
| Heartwood Wealth Advisors LLC | 3,021 | $356.5K | 0.04% | +234+8.4% | Added |
| Novem Group | 3,029 | $357.4K | 0.05% | −10.0% | Reduced |
| Midland Wealth Advisors LLC | 3,031 | $357.7K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3,040 | $358.7K | 0.08% | +358+13.3% | Added |
| Acorn Financial Advisory Services Inc | 3,040 | $358.7K | 0.06% | −695−18.6% | Reduced |
| Charter Capital Management, LLC | 3,042 | $358.9K | 0.21% | +3,042 | New |
| Jackson Wealth Management, LLC | 3,043 | $359.0K | 0.04% | 00.0% | Unchanged |
| JB Capital LLC | 3,044 | $359.2K | 0.02% | +41+1.4% | Added |
| Exchange Bank | 3,045 | $359.3K | 0.28% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 3,050 | $360.0K | 0.10% | −258−7.8% | Reduced |