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 |
|---|---|---|---|---|---|
| Sittner & Nelson, LLC | 3,051 | $360.0K | 0.14% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,056 | $360.6K | 0.02% | −26−0.8% | Reduced |
| Wimmer Associates 1, LLC | 3,056 | $360.6K | 0.18% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 3,060 | $361.1K | 0.26% | 00.0% | Unchanged |
| Waycross Partners, LLC | 3,061 | $361.2K | 0.03% | +3,061 | New |
| Magnolia Capital Advisors LLC | 3,071 | $362.3K | 0.09% | +554+22.0% | Added |
| Market Street Wealth Management Advisors LLC | 3,078 | $363.2K | 0.06% | +62+2.1% | Added |
| Texas Bank & Trust Co | 3,081 | $363.6K | 0.14% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 3,070 | $364.9K | 0.07% | +220+7.7% | Added |
| Westhampton Capital, LLC | 3,097 | $365.4K | 0.19% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 3,107 | $366.6K | 0.05% | +20+0.6% | Added |
| Spears Abacus Advisors LLC | 3,112 | $367.2K | 0.01% | +7+0.2% | Added |
| Norris Perne & French LLP | 3,116 | $367.7K | 0.03% | 00.0% | Unchanged |
| Channel Wealth LLC | 3,117 | $367.8K | 0.10% | +23+0.7% | Added |
| New Hampshire Trust | 3,126 | $368.9K | 0.08% | +102+3.4% | Added |
| Enterprise Financial Services Corp | 3,129 | $369.2K | 0.20% | +108+3.6% | Added |
| West Paces Advisors Inc. | 3,139 | $370.4K | 0.08% | −5−0.2% | Reduced |
| Means Investment Co., Inc. | 3,143 | $370.8K | 0.04% | +47+1.5% | Added |
| Fagan Associates, Inc. | 3,150 | $371.7K | 0.06% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,160 | $372.9K | 0.08% | +493+18.5% | Added |
| Atlas Wealth Partners, LLC | 3,157 | $373.0K | 0.43% | +100+3.3% | Added |
| McGowan Group Asset Management, Inc. | 3,161 | $373.0K | 0.05% | +2+0.1% | Added |
| BKM Wealth Management, LLC | 3,163 | $373.3K | 0.15% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 3,167 | $373.7K | 0.13% | 00.0% | Unchanged |
| Union Savings Bank | 3,073 | $373.8K | 0.17% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 3,168 | $373.8K | 0.04% | −9−0.3% | Reduced |
| Beaton Management Co. Inc. | 3,171 | $374.0K | 0.18% | 00.0% | Unchanged |
| First Citizens Financial Corp | 3,172 | $374.3K | 0.21% | −255−7.4% | Reduced |
| Marathon Capital Management | 3,172 | $374.3K | 0.10% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,175 | $374.6K | 0.06% | +20+0.6% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,177 | $374.8K | 0.06% | +227+7.7% | Added |
| Baker Boyer National Bank | 3,179 | $375.1K | 0.13% | 00.0% | Unchanged |
| MKT Advisors LLC | 3,165 | $376.2K | 0.15% | +20+0.6% | Added |
| North Star Investment Management Corp. | 3,190 | $376.4K | 0.03% | +8+0.3% | Added |
| Burney Co | 3,192 | $376.7K | 0.01% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 3,196 | $377.1K | 0.13% | +92+3.0% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,011 | $378.4K | 0.28% | +3,011 | New |
| CVFG LLC | 3,216 | $379.5K | 0.30% | −34−1.0% | Reduced |
| Syntegra Private Wealth Group, LLC | 3,217 | $379.6K | 0.04% | +707+28.2% | Added |
| Walter & Keenan Financial Consulting Co | 3,217 | $379.6K | 0.11% | +128+4.1% | Added |
| William B. Walkup & Associates, Inc. | 3,226 | $380.7K | 0.22% | −115−3.4% | Reduced |
| VestGen Advisors, LLC | 3,229 | $381.0K | 0.02% | +696+27.5% | Added |
| Timonier Family Office, LTD. | 3,237 | $382.0K | 0.14% | +2+0.1% | Added |
| Pine Harbor Wealth Management, LLC | 3,237 | $382.0K | 0.13% | +2+0.1% | Added |
| Accel Wealth Management | 3,242 | $382.6K | 0.13% | +445+15.9% | Added |
| LBMC Investment Advisors, LLC | 3,243 | $382.7K | 0.03% | +10.0% | Added |
| MWA Asset Management | 3,253 | $383.9K | 0.23% | −7−0.2% | Reduced |
| Sterling Investment Counsel, LLC | 3,263 | $385.0K | 0.23% | −291−8.2% | Reduced |
| Duncker Streett & Co Inc | 3,265 | $385.2K | 0.07% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 3,282 | $387.3K | 0.05% | −215−6.1% | Reduced |
| Cladis Investment Advisory, LLC | 3,287 | $387.9K | 0.24% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,305 | $390.0K | 0.03% | +1,912+137.3% | Added |
| Commonwealth Financial Services, LLC | 3,305 | $390.0K | 0.08% | +4+0.1% | Added |
| Bestgate Wealth Advisors, LLC | 3,198 | $390.0K | 0.81% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 3,308 | $390.3K | 0.01% | −4,896−59.7% | Reduced |
| Opal Wealth Advisors, LLC | 3,308 | $390.4K | 0.11% | +730+28.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,317 | $391.4K | 0.01% | +123+3.9% | Added |
| Gsa Capital Partners LLP | 3,324 | $392.0K | 0.03% | −7,136−68.2% | Reduced |
| Adams Wealth Management | 3,323 | $392.1K | 0.07% | +3,323 | New |
| CacheTech Inc. | 3,323 | $392.1K | 0.07% | +3,323 | New |
| World Equity Group, Inc. | 3,323 | $392.1K | 0.11% | −498−13.0% | Reduced |
| Latitude Advisors, LLC | 3,328 | $392.7K | 0.20% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 3,329 | $392.8K | 0.25% | −430−11.4% | Reduced |
| Beacon Investment Advisors LLC | 3,367 | $393.7K | 0.17% | +62+1.9% | Added |
| Fairvoy Private Wealth, LLC | 3,338 | $393.9K | 0.10% | −4−0.1% | Reduced |
| First Business Financial Services, Inc. | 3,338 | $393.9K | 0.04% | +22+0.7% | Added |
| Holistic Financial Partners | 3,340 | $394.1K | 0.17% | +87+2.7% | Added |
| Muirfield Wealth Advisors LLC | 3,364 | $397.0K | 0.32% | +41+1.2% | Added |
| Freestone Capital Holdings, LLC | 3,370 | $397.7K | 0.01% | −118−3.4% | Reduced |
| CRA Financial Services, LLC | 3,376 | $398.4K | 0.06% | +16+0.5% | Added |
| OMC Financial Services LTD | 3,381 | $399.0K | 0.16% | +3+0.1% | Added |
| Soltis Investment Advisors LLC | 3,400 | $401.2K | 0.03% | +117+3.6% | Added |
| West Tower Group, LLC | 3,400 | $401.2K | 0.87% | +3,400 | New |
| Aspiriant, LLC | 3,403 | $401.6K | 0.01% | −414−10.8% | Reduced |
| Uncommon Cents Investing LLC | 3,409 | $402.3K | 0.11% | +439+14.8% | Added |
| Relyea Zuckerberg Hanson LLC | 3,411 | $402.6K | 0.05% | +591+21.0% | Added |
| Mainstay Capital Management LLC | 3,416 | $403.2K | 0.02% | +1,558+83.9% | Added |
| Atalanta Sosnoff Capital, LLC | 3,427 | $404.4K | 0.01% | +125+3.8% | Added |
| YANKCOM Partnership | 3,433 | $405.1K | 0.20% | +21+0.6% | Added |
| Asset Planning,Inc | 3,437 | $405.6K | 0.31% | +6+0.2% | Added |
| Secure Asset Management, LLC | 3,439 | $405.8K | 0.08% | −154−4.3% | Reduced |
| Sandbox Financial Partners, LLC | 3,472 | $409.7K | 0.13% | +25+0.7% | Added |
| Verity & Verity, LLC | 3,475 | $410.1K | 0.04% | −985−22.1% | Reduced |
| L2 Asset Management, LLC | 3,477 | $410.3K | 0.07% | +173+5.2% | Added |
| RKL Wealth Management LLC | 3,487 | $411.4K | 0.04% | +83+2.4% | Added |
| International Private Wealth Advisors LLC | 3,491 | $411.9K | 0.35% | +658+23.2% | Added |
| Quotient Wealth Partners, LLC | 3,495 | $412.4K | 0.01% | +178+5.4% | Added |
| Alliance Wealth Advisors, LLC | 3,515 | $414.8K | 0.23% | +27+0.8% | Added |
| Camden Capital, LLC | 3,516 | $414.8K | 0.04% | −41−1.2% | Reduced |
| Flagship Harbor Advisors, LLC | 3,521 | $415.5K | 0.02% | +189+5.7% | Added |
| Capital Asset Advisory Services LLC | 3,496 | $415.5K | 0.02% | +156+4.7% | Added |
| Verus Financial Partners, Inc. | 3,548 | $415.7K | 0.04% | +25+0.7% | Added |
| Fiera Capital Corp | 3,526 | $416.1K | 0.00% | +3,526 | New |
| Aldebaran Financial Inc. | 3,535 | $417.1K | 0.46% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,542 | $418.0K | 0.05% | +70+2.0% | Added |
| Mindset Wealth Management, LLC | 3,550 | $418.9K | 0.14% | +250+7.6% | Added |
| Wealthquest Corp | 3,565 | $420.7K | 0.03% | −922−20.5% | Reduced |
| Holistic Planning, LLC | 3,566 | $420.8K | 0.12% | +1,716+92.8% | Added |
| TRUE Private Wealth Advisors | 3,572 | $421.4K | 0.05% | +102+2.9% | Added |
| FLC Capital Advisors | 3,575 | $421.9K | 0.09% | +5+0.1% | Added |