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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| CWM, LLC | 185,910 | $21.9M | 0.08% | +145,289+357.7% | Added |
| IFM Investors Pty Ltd | 184,348 | $21.8M | 0.21% | +14,522+8.6% | Added |
| Quantinno Capital Management LP | 183,956 | $21.7M | 0.09% | +53,227+40.7% | Added |
| Bokf, NA | 183,242 | $21.6M | 0.35% | −2,175−1.2% | Reduced |
| Oppenheimer Asset Management Inc. | 182,539 | $21.5M | 0.25% | −1,642−0.9% | Reduced |
| Voloridge Investment Management, LLC | 181,216 | $21.4M | 0.08% | +181,216 | New |
| Allworth Financial LP | 180,987 | $21.4M | 0.10% | +78,022+75.8% | Added |
| Cinctive Capital Management LP | 178,971 | $21.1M | 1.18% | +178,971 | New |
| Calamos Advisors LLC | 178,657 | $21.1M | 0.09% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 175,880 | $20.8M | 0.06% | +13,504+8.3% | Added |
| Bruce & Co., Inc. | 175,816 | $20.7M | 6.73% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 174,179 | $20.6M | 0.10% | +4,902+2.9% | Added |
| Daiwa Securities Group Inc. | 173,620 | $20.5M | 0.08% | −1,359−0.8% | Reduced |
| Woodmont Investment Counsel LLC | 172,398 | $20.3M | 1.34% | −335−0.2% | Reduced |
| Greenland Capital Management LP | 171,574 | $20.2M | 2.61% | +77,314+82.0% | Added |
| Steward Partners Investment Advisory, LLC | 168,806 | $19.9M | 0.16% | −751−0.4% | Reduced |
| Clarity Financial LLC | 168,368 | $19.9M | 2.14% | +3,181+1.9% | Added |
| NorthCrest Asset Manangement, LLC | 167,932 | $19.7M | 0.53% | −10,046−5.6% | Reduced |
| Retirement Systems of Alabama | 166,784 | $19.7M | 0.07% | +300.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 165,000 | $19.5M | 0.16% | +25,000+17.9% | Added |
| Panagora Asset Management Inc | 164,685 | $19.4M | 0.09% | −11,523−6.5% | Reduced |
| GWM Advisors LLC | 163,598 | $19.3M | 0.10% | +3,247+2.0% | Added |
| O'Shaughnessy Asset Management, LLC | 163,088 | $19.2M | 0.13% | +18,985+13.2% | Added |
| Linden Advisors LP | 161,120 | $19.0M | 0.12% | +161,120 | New |
| Brinker Capital Investments, LLC | 161,012 | $19.0M | 0.16% | +3,478+2.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 160,786 | $19.0M | 0.15% | +11,461+7.7% | Added |
| Tiaa Trust, National Association | 159,356 | $18.8M | 0.05% | +4,548+2.9% | Added |
| Verition Fund Management LLC | 157,206 | $18.6M | 0.11% | −14,187−8.3% | Reduced |
| Amalgamated Bank | 153,418 | $18.1M | 0.14% | +379+0.2% | Added |
| Investment Management Corp of Ontario | 152,491 | $18.0M | 0.26% | +48,264+46.3% | Added |
| Gotham Asset Management, LLC | 151,990 | $17.9M | 0.11% | +32,880+27.6% | Added |
| Assenagon Asset Management S.A. | 150,528 | $17.8M | 0.03% | −471,607−75.8% | Reduced |
| Canal Insurance CO | 150,166 | $17.7M | 3.97% | 00.0% | Unchanged |
| Adams Diversified Equity Fund, Inc. | 150,000 | $17.7M | 0.63% | +150,000 | New |
| Willis Investment Counsel | 149,982 | $17.7M | 1.04% | +17,750+13.4% | Added |
| Laurel Wealth Advisors LLC | 149,736 | $17.7M | 2.64% | −3,670−2.4% | Reduced |
| Nissay Asset Management Corp | 144,337 | $17.0M | 0.10% | −4,489−3.0% | Reduced |
| UBS Oconnor LLC | 144,040 | $17.0M | 0.46% | +144,040 | New |
| Synovus Financial Corp | 141,816 | $16.7M | 0.20% | +876+0.6% | Added |
| ARS Wealth Advisors Group, LLC | 140,792 | $16.6M | 1.92% | +1,983+1.4% | Added |
| SIR Capital Management, L.P. | 139,224 | $16.4M | 1.47% | +19,024+15.8% | Added |
| ProShare Advisors LLC | 138,092 | $16.3M | 0.03% | +15,942+13.1% | Added |
| Oppenheimer & Co Inc | 137,749 | $16.3M | 0.21% | +42,307+44.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 137,110 | $16.2M | 0.06% | −28,748−17.3% | Reduced |
| Colonial Trust Advisors | 135,977 | $16.0M | 1.33% | +2,788+2.1% | Added |
| Cadinha & Co LLC | 135,635 | $16.0M | 2.66% | +131,772+3,411.1% | Added |
| South Dakota Investment Council | 135,586 | $16.0M | 0.31% | 00.0% | Unchanged |
| Independent Advisor Alliance | 135,282 | $16.0M | 0.46% | +223+0.2% | Added |
| CWA Asset Management Group, LLC | 133,783 | $15.8M | 0.67% | −1,927−1.4% | Reduced |
| Vestcor Inc | 133,495 | $15.8M | 0.48% | +18,057+15.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 130,682 | $15.4M | 0.43% | −24,800−16.0% | Reduced |
| Fayez Sarofim & Co | 130,440 | $15.4M | 0.04% | +77,880+148.2% | Added |
| Midwest Trust Co | 128,858 | $15.2M | 0.21% | +128,858 | New |
| Susquehanna International Group, LLP | 128,382 | $15.1M | 0.02% | +59,894+87.5% | Added |
| Oak Grove Capital LLC | 128,150 | $15.1M | 3.48% | +48,160+60.2% | Added |
| Utah Retirement Systems | 127,359 | $15.0M | 0.16% | −427−0.3% | Reduced |
| Beck Mack & Oliver LLC | 125,965 | $14.9M | 0.28% | −400−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 125,984 | $14.9M | 0.03% | −50,583−28.6% | Reduced |
| Wealthfront Advisers LLC | 125,548 | $14.8M | 0.04% | −7,418−5.6% | Reduced |
| Brookstone Capital Management | 124,988 | $14.7M | 0.19% | +3,416+2.8% | Added |
| Xponance, Inc. | 124,299 | $14.7M | 0.12% | +12,248+10.9% | Added |
| USS Investment Management Ltd | 124,291 | $14.7M | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 123,362 | $14.6M | 0.01% | −8,552−6.5% | Reduced |
| Guardian Partners Inc. | 123,782 | $14.5M | 1.30% | −1,227−1.0% | Reduced |
| British Columbia Investment Management Corp | 122,257 | $14.4M | 0.08% | −25,475−17.2% | Reduced |
| Kettle Hill Capital Management, LLC | 121,801 | $14.4M | 3.33% | +18,880+18.3% | Added |
| JustInvest LLC | 120,768 | $14.3M | 0.16% | +16,632+16.0% | Added |
| Randolph Co Inc | 120,743 | $14.2M | 1.46% | +104,096+625.3% | Added |
| Worldquant Millennium Advisors LLC | 120,378 | $14.2M | 0.07% | −259,284−68.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 119,856 | $14.1M | 1.00% | −991−0.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 118,200 | $13.9M | 0.13% | +5,879+5.2% | Added |
| Silvercrest Asset Management Group LLC | 118,179 | $13.9M | 0.09% | −33,015−21.8% | Reduced |
| Azimuth Capital Investment Management LLC | 117,373 | $13.9M | 0.52% | +24,509+26.4% | Added |
| Yousif Capital Management, LLC | 116,032 | $13.7M | 0.15% | −78−0.1% | Reduced |
| Hudson Bay Capital Management LP | 115,836 | $13.7M | 0.09% | −24,430−17.4% | Reduced |
| Stonebridge Capital Advisors LLC | 114,550 | $13.5M | 1.03% | −1,361−1.2% | Reduced |
| Hennessy Advisors Inc | 114,387 | $13.5M | 0.45% | +2,500+2.2% | Added |
| iA Global Asset Management Inc. | 112,489 | $13.3M | 0.20% | −48,175−30.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 112,340 | $13.3M | 0.12% | +4,665+4.3% | Added |
| Avantax Advisory Services, Inc. | 111,040 | $13.1M | 0.07% | +3,447+3.2% | Added |
| New York Life Investment Management LLC | 105,786 | $12.5M | 0.12% | +2,072+2.0% | Added |
| United Asset Strategies, Inc. | 105,602 | $12.5M | 1.06% | +103,127+4,166.7% | Added |
| Pathstone Holdings, LLC | 105,238 | $12.4M | 0.05% | +4,122+4.1% | Added |
| Boyer & Corporon Wealth Management, LLC | 105,189 | $12.4M | 3.94% | +13,921+15.3% | Added |
| Oak Harvest Investment Services | 103,358 | $12.2M | 1.53% | +42,731+70.5% | Added |
| Employees Retirement System of Texas | 102,775 | $12.1M | 0.10% | +8,437+8.9% | Added |
| FineMark National Bank & Trust | 102,156 | $12.1M | 0.41% | −724−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 101,257 | $11.9M | 0.04% | −33,260−24.7% | Reduced |
| Public Employees Retirement Association of Colorado | 101,223 | $11.9M | 0.05% | −1,092−1.1% | Reduced |
| Bogart Wealth, LLC | 100,889 | $11.9M | 0.51% | +1,914+1.9% | Added |
| First Citizens Bank & Trust Co | 99,587 | $11.8M | 0.21% | +11,205+12.7% | Added |
| CIBC World Markets Inc. | 98,564 | $11.6M | 0.03% | −50,807−34.0% | Reduced |
| CCM Investment Advisers LLC | 98,412 | $11.6M | 1.25% | +715+0.7% | Added |
| CIBC World Markets Corp | 97,803 | $11.5M | 0.08% | +4,362+4.7% | Added |
| Lowe Brockenbrough & Co Inc | 95,768 | $11.3M | 0.64% | −1,323−1.4% | Reduced |
| Virginia Retirement Systems Et Al | 93,900 | $11.1M | 0.08% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 93,841 | $11.1M | 0.01% | +22,607+31.7% | Added |
| Blair William & Co | 93,445 | $11.0M | 0.03% | +2,257+2.5% | Added |
| Janney Capital Management LLC | 92,809 | $11.0M | 0.71% | −454−0.5% | Reduced |
| Biondo Investment Advisors, LLC | 92,773 | $10.9M | 1.44% | +2,160+2.4% | Added |