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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 51,272 | $6.05M | 0.10% | +36,094+237.8% | Added |
| Prudential PLC | 51,165 | $6.04M | 0.04% | +248+0.5% | Added |
| Concurrent Investment Advisors, LLC | 51,086 | $6.03M | 0.12% | +5,753+12.7% | Added |
| Covington Investment Advisors Inc. | 50,931 | $6.01M | 0.86% | +108+0.2% | Added |
| United Capital Financial Advisers, LLC | 50,841 | $6.00M | 0.05% | +5,796+12.9% | Added |
| Merit Financial Group, LLC | 50,801 | $5.99M | 0.07% | +8,108+19.0% | Added |
| Pinebridge Investments, L.P. | 50,636 | $5.98M | 0.05% | −144,926−74.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 50,595 | $5.97M | 0.03% | +27,127+115.6% | Added |
| Capital Fund Management S.A. | 50,457 | $5.95M | 0.07% | −65,519−56.5% | Reduced |
| Kingsview Wealth Management, LLC | 50,253 | $5.93M | 0.10% | +6,375+14.5% | Added |
| Mariner Investment Group LLC | 50,000 | $5.90M | 2.13% | +50,000 | New |
| Family Legacy, Inc. | 49,857 | $5.88M | 1.91% | +224+0.5% | Added |
| Ellsworth Advisors, LLC | 49,698 | $5.86M | 1.43% | −281−0.6% | Reduced |
| River Road Asset Management, LLC | 48,183 | $5.86M | 0.07% | −41,447−46.2% | Reduced |
| Pinnacle Financial Partners Inc | 49,493 | $5.84M | 0.12% | −77,926−61.2% | Reduced |
| Kentucky Retirement Systems | 49,454 | $5.84M | 0.17% | −3,241−6.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 49,310 | $5.82M | 0.84% | −631−1.3% | Reduced |
| Moors & Cabot, Inc. | 49,116 | $5.80M | 0.27% | −2,148−4.2% | Reduced |
| Adviser Investments LLC | 49,100 | $5.79M | 0.07% | −52,034−51.5% | Reduced |
| Resources Investment Advisors, LLC. | 49,039 | $5.79M | 0.06% | −163−0.3% | Reduced |
| Quadcap Wealth Management, LLC | 48,856 | $5.76M | 0.73% | +1,918+4.1% | Added |
| Benjamin Edwards Inc | 48,778 | $5.76M | 0.07% | +3,152+6.9% | Added |
| Eliot Finkel Investment Counsel, LLC | 48,449 | $5.72M | 3.68% | −685−1.4% | Reduced |
| Benedict Financial Advisors Inc | 48,367 | $5.71M | 1.29% | +138+0.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 48,361 | $5.71M | 0.44% | −297−0.6% | Reduced |
| Central Trust Co | 48,050 | $5.67M | 0.13% | −659−1.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 47,422 | $5.60M | 0.34% | +47,422 | New |
| Philadelphia Trust Co | 47,297 | $5.58M | 0.43% | +413+0.9% | Added |
| South State Corp. | 47,276 | $5.58M | 0.24% | −1,000−2.1% | Reduced |
| Chicago Partners Investment Group LLC | 46,657 | $5.58M | 0.16% | +763+1.7% | Added |
| Stratos Wealth Partners, LTD. | 47,191 | $5.57M | 0.08% | +3,373+7.7% | Added |
| Whitener Capital Management, Inc. | 47,015 | $5.55M | 1.47% | +1,237+2.7% | Added |
| Hartford Investment Management Co | 46,866 | $5.53M | 0.18% | −464−1.0% | Reduced |
| Alberta Investment Management Corp | 46,200 | $5.45M | 0.04% | +600+1.3% | Added |
| Semmax Financial Advisors Inc. | 43,456 | $5.45M | 1.40% | +1,113+2.6% | Added |
| Jackson Hole Capital Partners, LLC | 46,052 | $5.43M | 1.00% | +1,535+3.4% | Added |
| Lido Advisors, LLC | 45,835 | $5.41M | 0.03% | +7,918+20.9% | Added |
| Boston Research & Management Inc | 45,760 | $5.40M | 1.28% | +953+2.1% | Added |
| Providence Capital Advisors, LLC | 45,597 | $5.38M | 0.99% | +6,786+17.5% | Added |
| Johnson Investment Counsel Inc | 45,343 | $5.35M | 0.05% | −6,901−13.2% | Reduced |
| Wasatch Advisors Inc | 45,276 | $5.34M | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 44,839 | $5.29M | 0.10% | +4,707+11.7% | Added |
| Ausbil Investment Management Ltd | 44,190 | $5.21M | 3.06% | +44,190 | New |
| Highland Capital Management, LLC | 44,150 | $5.21M | 0.28% | −30−0.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 43,647 | $5.15M | 0.01% | −98,529−69.3% | Reduced |
| Advisors Asset Management, Inc. | 43,613 | $5.15M | 0.09% | +667+1.6% | Added |
| Balyasny Asset Management LLC | 43,384 | $5.12M | 0.01% | +35,288+435.9% | Added |
| Global Retirement Partners, LLC | 43,148 | $5.09M | 0.13% | +43,148 | New |
| RSM US Wealth Management LLC | 43,093 | $5.08M | 0.07% | +592+1.4% | Added |
| AlphaStar Capital Management, LLC | 43,042 | $5.08M | 0.36% | +234+0.5% | Added |
| Capital & Planning, LLC | 43,012 | $5.08M | 3.45% | +3,144+7.9% | Added |
| Tufton Capital Management | 42,913 | $5.06M | 0.96% | −1,896−4.2% | Reduced |
| Strategic Planning Group, LLC | 42,806 | $5.05M | 0.82% | +1,915+4.7% | Added |
| Apollon Wealth Management, LLC | 42,541 | $5.02M | 0.10% | −326−0.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 42,343 | $5.00M | 0.55% | +22,652+115.0% | Added |
| AXA S.A. | 42,233 | $4.98M | 0.01% | +35,458+523.4% | Added |
| Vontobel Holding Ltd. | 41,785 | $4.93M | 0.02% | −748−1.8% | Reduced |
| Richard C. Young & CO., LTD. | 41,746 | $4.93M | 0.49% | +736+1.8% | Added |
| Level Four Advisory Services, LLC | 41,583 | $4.91M | 0.18% | +4,258+11.4% | Added |
| Beacon Financial Group | 41,566 | $4.90M | 0.51% | −2,368−5.4% | Reduced |
| Sky Investment Group LLC | 41,391 | $4.88M | 0.86% | −185−0.4% | Reduced |
| Stablepoint Partners, LLC | 41,260 | $4.87M | 0.83% | +802+2.0% | Added |
| MAI Capital Management | 41,193 | $4.86M | 0.03% | +4,012+10.8% | Added |
| Sigma Planning Corp | 41,163 | $4.86M | 0.15% | −3,055−6.9% | Reduced |
| Leavell Investment Management, Inc. | 41,127 | $4.85M | 0.22% | +488+1.2% | Added |
| Louisiana State Employees Retirement System | 41,000 | $4.84M | 0.09% | −700−1.7% | Reduced |
| Nixon Peabody Trust Co | 40,905 | $4.83M | 0.37% | +65+0.2% | Added |
| Strategy Asset Managers LLC | 40,891 | $4.83M | 0.90% | +4,826+13.4% | Added |
| Daymark Wealth Partners, LLC | 40,793 | $4.81M | 0.18% | +2,623+6.9% | Added |
| Holderness Investments Co | 40,740 | $4.81M | 1.03% | −410−1.0% | Reduced |
| Peapack Gladstone Financial Corp | 40,564 | $4.79M | 0.07% | +147+0.4% | Added |
| Securian Asset Management, Inc | 40,517 | $4.78M | 0.14% | −508−1.2% | Reduced |
| one8zero8, LLC | 40,126 | $4.73M | 1.12% | −7,485−15.7% | Reduced |
| Occidental Asset Management, LLC | 39,931 | $4.71M | 0.65% | +291+0.7% | Added |
| Gulf International Bank (UK) Ltd | 39,645 | $4.68M | 0.17% | −4,187−9.6% | Reduced |
| Bragg Financial Advisors, Inc | 39,320 | $4.64M | 0.17% | +1,682+4.5% | Added |
| Virginia Wealth Management Group, Inc. | 39,165 | $4.62M | 2.81% | +64+0.2% | Added |
| Profund Advisors LLC | 39,076 | $4.61M | 0.17% | +8,510+27.8% | Added |
| Steel Peak Wealth Management LLC | 38,966 | $4.60M | 0.18% | −1,320−3.3% | Reduced |
| Principle Wealth Partners LLC | 38,949 | $4.60M | 0.29% | −1,287−3.2% | Reduced |
| Regions Financial Corp | 38,935 | $4.59M | 0.03% | −800−2.0% | Reduced |
| Cincinnati Financial Corp | 38,784 | $4.58M | 0.10% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 38,770 | $4.57M | 2.45% | −4,159−9.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 38,719 | $4.57M | 0.08% | +500+1.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 38,558 | $4.55M | 0.85% | −4,061−9.5% | Reduced |
| Natixis | 38,531 | $4.55M | 0.02% | +2,063+5.7% | Added |
| Tokio Marine Asset Management Co Ltd | 38,276 | $4.52M | 0.17% | +1,117+3.0% | Added |
| Atlantic Union Bankshares Corp | 38,260 | $4.51M | 0.10% | +5,128+15.5% | Added |
| First Bank & Trust | 38,206 | $4.51M | 0.80% | −190−0.5% | Reduced |
| Eventide Asset Management, LLC | 36,199 | $4.50M | 0.08% | +36,199 | New |
| MONECO Advisors, LLC | 38,049 | $4.49M | 0.42% | −781−2.0% | Reduced |
| Maryland State Retirement & Pension System | 37,813 | $4.46M | 0.10% | +1,733+4.8% | Added |
| Walleye Capital LLC | 37,791 | $4.46M | 0.04% | +37,791 | New |
| IFG Advisory, LLC | 37,659 | $4.44M | 0.22% | +1,495+4.1% | Added |
| Crossmark Global Holdings, Inc. | 37,593 | $4.44M | 0.07% | −4,579−10.9% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 37,541 | $4.43M | 3.56% | −222−0.6% | Reduced |
| Constitution Capital LLC | 37,179 | $4.39M | 2.24% | +3,775+11.3% | Added |
| Nisa Investment Advisors, LLC | 37,154 | $4.38M | 0.02% | +1,047+2.9% | Added |
| Sequoia Financial Advisors, LLC | 37,108 | $4.38M | 0.03% | +1,280+3.6% | Added |
| Csenge Advisory Group | 37,167 | $4.38M | 0.23% | +375+1.0% | Added |