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 |
|---|---|---|---|---|---|
| Linscomb & Williams, Inc. | 90,028 | $10.6M | 0.49% | +97+0.1% | Added |
| Mutual of America Capital Management LLC | 89,121 | $10.5M | 0.11% | −1,105−1.2% | Reduced |
| J.W. Cole Advisors, Inc. | 88,318 | $10.4M | 0.22% | −5,612−6.0% | Reduced |
| Warren Averett Asset Management, LLC | 88,161 | $10.4M | 0.11% | +11,652+15.2% | Added |
| State of Alaska, Department of Revenue | 87,200 | $10.3M | 0.11% | −3,715−4.1% | Reduced |
| Wesbanco Bank Inc | 86,212 | $10.2M | 0.30% | +11,443+15.3% | Added |
| Assetmark, Inc | 84,158 | $9.93M | 0.02% | +36,854+77.9% | Added |
| Woodline Partners LP | 84,074 | $9.92M | 0.05% | +18,514+28.2% | Added |
| Tompkins Financial Corp | 83,796 | $9.89M | 0.91% | −1,859−2.2% | Reduced |
| Rafferty Asset Management, LLC | 83,520 | $9.86M | 0.03% | +13,691+19.6% | Added |
| Greystone Financial Group, LLC | 83,186 | $9.82M | 1.62% | +83,186 | New |
| Intact Investment Management Inc. | 82,700 | $9.76M | 0.33% | −34,400−29.4% | Reduced |
| Anchor Investment Management, LLC | 82,300 | $9.71M | 0.85% | +779+1.0% | Added |
| AMJ Financial Wealth Management | 81,530 | $9.62M | 2.44% | +24,155+42.1% | Added |
| SummitTX Capital, L.P. | 81,502 | $9.62M | 0.43% | +10,367+14.6% | Added |
| New Age Alpha Advisors, LLC | 80,252 | $9.47M | 0.42% | −7,225−8.3% | Reduced |
| Resolution Capital Ltd | 79,634 | $9.40M | 0.19% | +19,639+32.7% | Added |
| Capital Investment Advisory Services, LLC | 79,134 | $9.34M | 0.76% | −267−0.3% | Reduced |
| Edgestream Partners, L.P. | 78,720 | $9.29M | 0.26% | +18,951+31.7% | Added |
| Bell Bank | 78,607 | $9.28M | 0.43% | −9,022−10.3% | Reduced |
| Romano Brothers and Company | 77,972 | $9.20M | 1.14% | −1,422−1.8% | Reduced |
| Alley Investment Management Company, LLC | 77,910 | $9.19M | 1.11% | +843+1.1% | Added |
| BTG Pactual Asset Management US LLC | 77,542 | $9.15M | 1.23% | +27,046+53.6% | Added |
| Private Advisor Group, LLC | 76,869 | $9.07M | 0.05% | +2,162+2.9% | Added |
| Pacer Advisors, Inc. | 75,745 | $8.94M | 0.02% | +24,056+46.5% | Added |
| Man Group plc | 74,990 | $8.85M | 0.02% | −183,074−70.9% | Reduced |
| Churchill Management Corp | 74,778 | $8.82M | 0.10% | −456−0.6% | Reduced |
| HB Wealth Management, LLC | 74,467 | $8.79M | 0.07% | +1,660+2.3% | Added |
| Agf Management Ltd | 74,377 | $8.78M | 0.04% | −23,786−24.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 73,948 | $8.73M | 0.27% | −45−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 73,765 | $8.70M | 0.13% | +2,347+3.3% | Added |
| Swiss Life Asset Management Ltd | 73,519 | $8.68M | 0.05% | +10,953+17.5% | Added |
| Tectonic Advisors LLC | 72,923 | $8.60M | 0.50% | +7,143+10.9% | Added |
| New England Asset Management Inc | 71,945 | $8.49M | 1.32% | +380+0.5% | Added |
| Advocate Group LLC | 71,885 | $8.48M | 1.52% | −849−1.2% | Reduced |
| Camden National Bank | 71,636 | $8.45M | 1.22% | −1,413−1.9% | Reduced |
| NEOS Investment Management LLC | 71,343 | $8.42M | 0.10% | +14,264+25.0% | Added |
| Commerzbank Aktiengesellschaft | 70,637 | $8.34M | 0.19% | +6,415+10.0% | Added |
| Metis Global Partners, LLC | 70,112 | $8.27M | 0.21% | +4,692+7.2% | Added |
| Meyer Handelman Co | 69,730 | $8.23M | 0.27% | −842−1.2% | Reduced |
| NewSquare Capital LLC | 69,322 | $8.07M | 0.60% | +3,278+5.0% | Added |
| Strategic Advisors LLC | 68,212 | $8.05M | 1.58% | +221+0.3% | Added |
| Jefferies Financial Group Inc. | 68,028 | $8.03M | 0.13% | −28,618−29.6% | Reduced |
| Windward Capital Management Co | 67,744 | $7.99M | 0.68% | −1,547−2.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 67,722 | $7.99M | 0.63% | +67,722 | New |
| Glenmede Investment Management, LP | 67,701 | $7.99M | 0.04% | +67,701 | New |
| Oregon Public Employees Retirement Fund | 67,071 | $7.91M | 0.14% | +400+0.6% | Added |
| Farmers & Merchants Investments Inc | 66,696 | $7.87M | 0.23% | +303+0.5% | Added |
| Park Avenue Securities LLC | 66,647 | $7.86M | 0.07% | +1,055+1.6% | Added |
| Cincinnati Casualty Co | 66,300 | $7.82M | 4.14% | 00.0% | Unchanged |
| Washington Trust Bank | 64,754 | $7.64M | 0.64% | +2,804+4.5% | Added |
| Reliant Investment Partners, LLC | 64,516 | $7.61M | 6.64% | −579−0.9% | Reduced |
| Zions Bancorporation, National Association | 64,366 | $7.60M | 0.41% | −280−0.4% | Reduced |
| Holocene Advisors, LP | 64,218 | $7.58M | 0.02% | +42,356+193.7% | Added |
| First PREMIER Bank | 63,588 | $7.50M | 1.82% | −130.0% | Reduced |
| Patten & Patten Inc | 62,895 | $7.42M | 0.48% | −217−0.3% | Reduced |
| Capital Investment Advisors, LLC | 62,083 | $7.33M | 0.13% | +3,166+5.4% | Added |
| Welch & Forbes LLC | 62,075 | $7.32M | 0.09% | +1,005+1.6% | Added |
| Cary Street Partners Financial LLC | 62,054 | $7.32M | 0.21% | +2,934+5.0% | Added |
| Atria Investments LLC | 62,038 | $7.32M | 0.09% | +6,798+12.3% | Added |
| Visionary Wealth Advisors | 61,849 | $7.30M | 0.37% | +55,534+879.4% | Added |
| BCM Advisors, LLC | 60,366 | $7.21M | 1.54% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 60,980 | $7.19M | 0.00% | −45,661−42.8% | Reduced |
| Sone Capital Management, LLC | 60,688 | $7.16M | 0.66% | −104,402−63.2% | Reduced |
| KBC Group NV | 60,663 | $7.16M | 0.02% | +1,057+1.8% | Added |
| Teachers Retirement System of the State of Kentucky | 60,633 | $7.16M | 0.06% | +990+1.7% | Added |
| Principal Street Partners, LLC | 59,785 | $7.05M | 0.69% | +5,475+10.1% | Added |
| Prospera Financial Services Inc | 59,549 | $7.03M | 0.13% | −2,961−4.7% | Reduced |
| Allianz Asset Management GmbH | 58,876 | $6.95M | 0.01% | +4,010+7.3% | Added |
| Estabrook Capital Management | 58,789 | $6.94M | 1.07% | +6,024+11.4% | Added |
| Brown Advisory Inc | 58,715 | $6.93M | 0.01% | +1,840+3.2% | Added |
| Savant Capital, LLC | 58,288 | $6.88M | 0.05% | −249−0.4% | Reduced |
| GLOBALT Investments LLC | 58,206 | $6.87M | 0.26% | −3,051−5.0% | Reduced |
| Colonial Trust Co | 57,363 | $6.77M | 0.99% | −718−1.2% | Reduced |
| Pathway Financial Advisers, LLC | 56,892 | $6.71M | 2.17% | −630−1.1% | Reduced |
| Argent Trust Co | 55,874 | $6.59M | 0.25% | +3,905+7.5% | Added |
| Founders Financial Alliance, LLC | 55,747 | $6.58M | 1.50% | +232+0.4% | Added |
| Beacon Investment Advisory Services, Inc. | 55,725 | $6.58M | 0.29% | +4,371+8.5% | Added |
| Intech Investment Management LLC | 55,384 | $6.54M | 0.06% | +21,438+63.2% | Added |
| Advisory Services Network, LLC | 53,634 | $6.52M | 0.11% | +883+1.7% | Added |
| Dean Investment Associates, LLC | 55,286 | $6.52M | 0.96% | +544+1.0% | Added |
| KMG Fiduciary Partners, LLC | 54,777 | $6.46M | 0.48% | −35−0.1% | Reduced |
| GF Fund Management Co. Ltd. | 54,371 | $6.42M | 0.13% | −3,728−6.4% | Reduced |
| Coldstream Capital Management Inc | 54,300 | $6.41M | 0.10% | −287−0.5% | Reduced |
| CIBC Private Wealth Group, LLC | 54,249 | $6.40M | 0.01% | −102,395−65.4% | Reduced |
| Smith, Salley & Associates | 54,212 | $6.40M | 0.37% | +2,455+4.7% | Added |
| Beacon Pointe Advisors, LLC | 53,841 | $6.35M | 0.07% | +1,622+3.1% | Added |
| Geneos Wealth Management Inc. | 53,809 | $6.35M | 0.16% | +5,291+10.9% | Added |
| Mizuho Securities USA LLC | 53,710 | $6.34M | 0.14% | +53,710 | New |
| Clough Capital Partners L P | 53,352 | $6.30M | 0.63% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 53,169 | $6.27M | 0.04% | −955−1.8% | Reduced |
| HGK Asset Management Inc | 53,070 | $6.26M | 1.07% | +1,294+2.5% | Added |
| Red Door Wealth Management, LLC | 52,610 | $6.21M | 0.74% | +5,038+10.6% | Added |
| Money Concepts Capital Corp | 52,372 | $6.18M | 0.41% | +1,039+2.0% | Added |
| Sterling Capital Management LLC | 52,159 | $6.15M | 0.09% | +246+0.5% | Added |
| Morgan Dempsey Capital Management LLC | 52,068 | $6.14M | 2.57% | −602−1.1% | Reduced |
| Farmers Trust Co | 51,955 | $6.13M | 1.14% | −58−0.1% | Reduced |
| Clearstead Advisors, LLC | 51,711 | $6.10M | 0.09% | +846+1.7% | Added |
| TD Private Client Wealth LLC | 51,460 | $6.07M | 0.15% | −169−0.3% | Reduced |
| ProVise Management Group, LLC | 51,414 | $6.07M | 0.48% | −1,123−2.1% | Reduced |