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
- 2,270
- +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
- 746 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 |
|---|---|---|---|---|---|
| Ameriflex Group, Inc. | 3,644 | $423.7K | 0.22% | +478+15.1% | Added |
| Financial Advisors Network, Inc. | 3,592 | $423.9K | 0.06% | +431+13.6% | Added |
| Garner Asset Management Corp | 3,594 | $424.1K | 0.20% | −385−9.7% | Reduced |
| VSM Wealth Advisory, LLC | 3,597 | $424.4K | 0.14% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 3,600 | $424.8K | 0.03% | −80−2.2% | Reduced |
| Quad-Cities Investment Group, LLC | 3,602 | $425.1K | 0.19% | +7+0.2% | Added |
| Qsemble Capital Management, LP | 3,607 | $425.6K | 0.04% | +3,607 | New |
| Am Investment Strategies LLC | 3,616 | $426.0K | 0.10% | +22+0.6% | Added |
| BayBridge Capital Group, LLC | 3,611 | $426.1K | 0.27% | +56+1.6% | Added |
| American National Bank | 3,624 | $427.6K | 0.04% | +3,327+1,120.2% | Added |
| Birchcreek Wealth Management, LLC | 3,635 | $428.9K | 0.24% | 00.0% | Unchanged |
| Strategic Wealth Designers | 3,642 | $429.8K | 0.62% | +299+8.9% | Added |
| Xcel Wealth Management, LLC | 3,647 | $430.4K | 0.12% | +508+16.2% | Added |
| Sage Mountain Advisors LLC | 3,648 | $430.5K | 0.03% | −196−5.1% | Reduced |
| First Western Trust Bank | 3,651 | $430.8K | 0.02% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 432,588 | $432.6K | 0.34% | +428,922+11,700.0% | Added |
| Waddell & Associates, LLC | 3,673 | $433.4K | 0.05% | −53−1.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,675 | $433.6K | 0.04% | +128+3.6% | Added |
| Absher Wealth Management, LLC | 3,689 | $435.3K | 0.05% | −80−2.1% | Reduced |
| WSFS Capital Management, LLC | 3,711 | $437.9K | 0.02% | +1,784+92.6% | Added |
| Lake Street Financial LLC | 3,717 | $438.6K | 0.06% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 3,718 | $438.7K | 0.38% | −250−6.3% | Reduced |
| Objectivity Squared, LLC | 3,720 | $439.0K | 0.30% | +2+0.1% | Added |
| Genesis Private Wealth, LLC | 3,725 | $439.6K | 0.21% | −12−0.3% | Reduced |
| Beacon Capital Management, LLC | 3,726 | $439.7K | 0.06% | −72−1.9% | Reduced |
| Fairfield, Bush & Co. | 3,734 | $440.6K | 0.25% | −100−2.6% | Reduced |
| Ferguson Wellman Capital Management, Inc | 3,735 | $440.7K | 0.01% | −2,280−37.9% | Reduced |
| Quent Capital, LLC | 3,749 | $442.3K | 0.04% | +756+25.3% | Added |
| Brandywine Oak Private Wealth LLC | 3,761 | $443.8K | 0.04% | +30+0.8% | Added |
| King Wealth | 3,774 | $445.0K | 0.06% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 3,777 | $445.7K | 0.09% | +14+0.4% | Added |
| Archetype Wealth Partners | 3,780 | $446.0K | 0.06% | +106+2.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 3,794 | $447.7K | 0.07% | +3,794 | New |
| Octavia Wealth Advisors, LLC | 3,802 | $448.6K | 0.05% | −1,063−21.8% | Reduced |
| Conning Inc. | 3,809 | $449.5K | 0.02% | −218−5.4% | Reduced |
| Campion Asset Management LLC | 3,815 | $450.2K | 0.34% | −148−3.7% | Reduced |
| OmniStar Financial Group, Inc. | 3,818 | $450.6K | 0.34% | +20+0.5% | Added |
| Peak Financial Advisors LLC | 3,821 | $450.9K | 0.23% | +3,821 | New |
| Arbor Investment Advisors, LLC | 3,831 | $452.0K | 0.06% | +11+0.3% | Added |
| NCM Capital Management, LLC | 3,831 | $452.0K | 0.19% | 00.0% | Unchanged |
| IFC Advisors LLC | 3,834 | $452.4K | 0.08% | +4+0.1% | Added |
| Park Place Capital Corp | 3,813 | $453.3K | 0.10% | −144−3.6% | Reduced |
| Evergreen Capital Management LLC | 3,843 | $453.5K | 0.01% | +237+6.6% | Added |
| Signature Estate & Investment Advisors LLC | 3,847 | $454.0K | 0.01% | −28−0.7% | Reduced |
| Wendell David Associates Inc | 3,873 | $457.0K | 0.05% | +71+1.9% | Added |
| Clarius Group, LLC | 3,876 | $457.4K | 0.03% | −288−6.9% | Reduced |
| Breakwater Capital Group | 3,880 | $457.8K | 0.07% | −2−0.1% | Reduced |
| Fulcrum Equity Management | 3,893 | $459.4K | 0.47% | +25+0.6% | Added |
| Alliance Wealth Advisors, LLC | 3,893 | $459.4K | 0.11% | +87+2.3% | Added |
| Centennial Bank | 3,899 | $460.1K | 0.19% | +30+0.8% | Added |
| Alta Advisers Ltd | 3,900 | $460.2K | 0.16% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 3,904 | $460.7K | 0.09% | +3,904 | New |
| Searle & Co. | 3,911 | $461.5K | 0.13% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 3,920 | $462.6K | 0.28% | +3,920 | New |
| Tiemann Investment Advisors, LLC | 3,940 | $464.9K | 0.19% | −383−8.9% | Reduced |
| CMG Global Holdings, LLC | 3,960 | $465.7K | 0.25% | −10−0.3% | Reduced |
| Marotta Asset Management | 3,964 | $467.7K | 0.09% | −63−1.6% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 3,976 | $469.2K | 0.12% | +1,579+65.9% | Added |
| Rogco, LP | 3,986 | $470.3K | 0.18% | +3,986 | New |
| PDS Planning, Inc | 3,990 | $470.9K | 0.04% | +465+13.2% | Added |
| Mayfair Advisory Group, LLC | 3,760 | $471.2K | 0.22% | −18−0.5% | Reduced |
| Wright Investors Service Inc | 3,997 | $471.6K | 0.14% | +120+3.1% | Added |
| One Capital Management, LLC | 4,011 | $473.4K | 0.02% | +7+0.2% | Added |
| Bedel Financial Consulting, Inc. | 4,022 | $474.6K | 0.06% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,030 | $475.5K | 0.10% | +16+0.4% | Added |
| Firethorn Wealth Partners, LLC | 4,032 | $475.7K | 0.21% | −784−16.3% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,048 | $477.7K | 0.27% | −200−4.7% | Reduced |
| RiverFront Investment Group, LLC | 4,048 | $477.7K | 0.01% | +99+2.5% | Added |
| Reynders McVeigh Capital Management, LLC | 4,048 | $478.0K | 0.02% | −105−2.5% | Reduced |
| Horan Securities, Inc. | 4,056 | $478.7K | 0.17% | +392+10.7% | Added |
| Westmount Partners, LLC | 4,057 | $478.8K | 0.13% | +78+2.0% | Added |
| Adirondack Trust Co | 4,063 | $479.4K | 0.17% | −110−2.6% | Reduced |
| WBH Advisory Inc | 4,063 | $479.5K | 0.04% | −201−4.7% | Reduced |
| Verum Partners LLC | 4,079 | $481.3K | 0.11% | +7+0.2% | Added |
| MQS Management LLC | 4,087 | $482.3K | 0.27% | +4,087 | New |
| Transce3nd, LLC | 4,091 | $483.1K | 0.20% | −124−2.9% | Reduced |
| Atlas Private Wealth Advisors | 4,097 | $483.4K | 0.06% | +833+25.5% | Added |
| Aspen Grove Capital, LLC | 4,138 | $488.3K | 0.08% | +215+5.5% | Added |
| Knollwood Investment Advisory, LLC | 4,142 | $488.8K | 0.05% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 4,142 | $488.8K | 0.28% | −229−5.2% | Reduced |
| Americana Partners, LLC | 4,151 | $489.8K | 0.02% | −501−10.8% | Reduced |
| Blueshift Asset Management, LLC | 4,154 | $490.2K | 0.15% | −5,113−55.2% | Reduced |
| Investment Partners Asset Management, Inc. | 4,178 | $493.0K | 0.34% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 4,186 | $493.9K | 0.38% | +6+0.1% | Added |
| Meridian Investment Counsel Inc. | 4,190 | $494.4K | 0.13% | +445+11.9% | Added |
| Aaron Wealth Advisors | 4,209 | $496.7K | 0.05% | +102+2.5% | Added |
| Bank of Jackson Hole Trust | 4,212 | $497.0K | 0.28% | +3,350+388.6% | Added |
| Salomon & Ludwin, LLC | 4,249 | $497.4K | 0.05% | −279−6.2% | Reduced |
| Trueblood Wealth Management, LLC | 4,216 | $497.5K | 0.21% | +4+0.1% | Added |
| Douglas Lane & Associates, LLC | 4,225 | $498.6K | 0.01% | −259−5.8% | Reduced |
| Allegheny Financial Group LTD | 4,232 | $499.4K | 0.11% | +17+0.4% | Added |
| Destination Wealth Management | 4,247 | $501.1K | 0.01% | −738−14.8% | Reduced |
| St Germain D J Co Inc | 4,271 | $504.0K | 0.02% | +1,091+34.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,277 | $504.8K | 0.05% | −11−0.3% | Reduced |
| LVM Capital Management Ltd | 4,278 | $505.0K | 0.05% | −16−0.4% | Reduced |
| David Loasby | 4,113 | $505.6K | 0.04% | +32+0.8% | Added |
| Sunbelt Securities, Inc. | 4,696 | $505.9K | 0.04% | +408+9.5% | Added |
| D.B. Root & Company, LLC | 4,292 | $506.5K | 0.15% | −272−6.0% | Reduced |
| Shell Asset Management Co | 4,305 | $508.0K | 0.02% | +2,806+187.2% | Added |
| Strategies Wealth Advisors, LLC | 4,309 | $508.5K | 0.06% | −194−4.3% | Reduced |