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Livermore
Livermore
ZHEN

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.

Other share classesDUKBDUKUDUK.PA

13F holders, Q3 2025

Institutional positions in Duke Energy CORP as of Sep 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
2,332
+96 vs. Q2 2025
Shares held
532.0M
+987.6K (+0.2%) vs. Q2 2025
Total value
$65.9B
+$3.26B (+5.2%) vs. Q2 2025
New holders
182
1,049 more added
Sold out
86
756 more reduced

35 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 2,332 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ3 2025: $65.9B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q2 2025.

Institutions holding DUK in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd1,019$3810.00%−245−19.4%Reduced
Breakwater Investment Management4$4950.00%+4New
Bear Mountain Capital, Inc.4$5130.00%+4New
Cornerstone Planning Group LLC2$5260.00%−154−98.7%Reduced
Hurley Capital, LLC5$6190.00%+5New
E Fund Management (Hong Kong) Co., Ltd.5$6190.00%+5New
IMA Wealth, Inc.6$7430.00%00.0%Unchanged
HFM Investment Advisors, LLC7$8660.00%00.0%Unchanged
Picton Mahoney Asset Management10$1.00K0.00%00.0%Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.10$1.24K0.00%−2,535−99.6%Reduced
Valued Wealth Advisors LLC10$1.27K0.00%+1+11.1%Added
Trifecta Capital Advisors, LLC13$1.61K0.00%−297−95.8%Reduced
Strengthening Families & Communities, LLC13$1.61K0.00%00.0%Unchanged
DecisionPoint Financial, LLC14$1.71K0.00%00.0%Unchanged
Avalon Trust Co14$1.73K0.00%+14New
Mountain Hill Investment Partners Corp.15$1.90K0.00%00.0%Unchanged
Quaker Wealth Management, LLC16$1.98K0.00%00.0%Unchanged
Clarity Asset Management, Inc.16$1.98K0.00%+16New
Evolution Wealth Management Inc.18$2.23K0.00%+18New
Advanced Portfolio Management, LLC20$2.48K0.01%+20New
Texas Capital Bancshares Inc21$2.60K0.00%+21New
Harvest Fund Management Co., Ltd23$3.00K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC25$3.09K0.00%−25−50.0%Reduced
Winnow Wealth LLC25$3.10K0.00%−75−75.0%Reduced
Rialto Wealth Management, LLC27$3.34K0.00%+1+3.8%Added
Eukles Asset Management28$3.46K0.00%00.0%Unchanged
Inlight Wealth Management, LLC30$3.71K0.00%+30New
Team Financial Group, LLC30$3.75K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC33$4.08K0.00%+7+26.9%Added
Rakuten Securities, Inc.33$4.08K0.00%+2+6.5%Added
Consultiva Wealth Management, Corp.34$4.21K0.01%00.0%Unchanged
PayPay Securities Corp34$4.24K0.15%+34New
Principia Wealth Advisory, LLC36$4.46K0.00%+5+16.1%Added
HighMark Wealth Management LLC37$4.58K0.00%+32+640.0%Added
North Capital, Inc.39$4.83K0.00%+23+143.8%Added
Carolina Wealth Advisors, LLC40$4.95K0.00%−23−36.5%Reduced
Clean Yield Group42$5.20K0.00%+42New
Groupe la Francaise50$5.23K0.00%+50New
Thompson Investment Management, Inc.44$5.45K0.00%+44New
Clark Wealth Partners50$5.86K0.00%+11+28.2%Added
Transce3nd, LLC52$5.91K0.05%−4,039−98.7%Reduced
Ameliora Wealth Management Ltd.50$6.19K0.00%00.0%Unchanged
Granite FO LLC50$6.19K0.00%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC51$6.31K0.01%00.0%Unchanged
Stone House Investment Management, LLC51$6.31K0.00%+6+13.3%Added
DiNuzzo Private Wealth, Inc.56$6.86K0.00%−10−15.2%Reduced
MRP Capital Investments, LLC63$7.43K0.01%00.0%Unchanged
Aspect Partners, LLC63$7.80K0.00%−105−62.5%Reduced
Palisade Asset Management, LLC63$7.80K0.00%+63New
Penserra Capital Management LLC66$8.00K0.00%+3+4.8%Added
Cloud Capital Management, LLC66$8.00K0.00%+66New
Seneschal Advisors, LLC65$8.04K0.01%+65New
Caitlin John, LLC65$8.06K0.01%+65New
Mowery & Schoenfeld Wealth Management, LLC70$8.66K0.01%00.0%Unchanged
USAdvisors Wealth Management, LLC10,000$9.00K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.74$9.16K0.01%00.0%Unchanged
Cedar Mountain Advisors, LLC75$9.28K0.00%+75New
Creekmur Asset Management LLC78$9.63K0.00%00.0%Unchanged
Ogorek Anthony Joseph92$11.0K0.00%+3+3.4%Added
WestEnd Advisors, LLC90$11.1K0.00%+35+63.6%Added
WealthCollab, LLC92$11.4K0.01%00.0%Unchanged
Compass Financial Services Inc93$11.5K0.01%00.0%Unchanged
Davis Capital Management96$11.9K0.01%+96New
Beutel, Goodman & Co Ltd.100$12.0K0.00%00.0%Unchanged
Kilter Group LLC99$12.3K0.01%+20+25.3%Added
Rocky Mountain Advisers, LLC100$12.4K0.00%−75−42.9%Reduced
Trust Co100$12.4K0.00%00.0%Unchanged
Lavaca Capital LLC100$12.4K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$12.4K0.00%00.0%Unchanged
Accordant Advisory Group Inc100$12.4K0.01%00.0%Unchanged
Graney & King, LLC100$12.4K0.01%00.0%Unchanged
General Partner, Inc.101$12.5K0.01%00.0%Unchanged
Comprehensive Financial Planning, Inc.104$12.9K0.01%00.0%Unchanged
Marquette Asset Management, LLC105$13.0K0.00%+105New
IAG Wealth Partners, LLC108$13.4K0.00%−192−64.0%Reduced
Red Tortoise LLC109$13.5K0.01%00.0%Unchanged
POM Investment Strategies, LLC109$13.5K0.01%+109New
Acima Private Wealth, LLC110$13.6K0.00%00.0%Unchanged
J.Safra Asset Management Corp110$13.6K0.00%+110New
Mma Asset Management LLC114$14.1K0.00%+114New
Promus Capital, LLC117$14.5K0.01%+117New
CBIZ Investment Advisory Services, LLC118$14.6K0.00%−9−7.1%Reduced
Joseph Group Capital Management118$14.6K0.00%+118New
Chesapeake Asset Management LLC119$14.7K0.01%−77−39.3%Reduced
Halbert Hargrove Global Advisors, LLC119$14.7K0.00%+119New
TD Capital Management LLC121$15.0K0.00%00.0%Unchanged
High Note Wealth, LLC122$15.1K0.00%+1+0.8%Added
SWAN Capital LLC134$16.6K0.01%00.0%Unchanged
Accredited Wealth Management, LLC33$16.6K0.01%−51−60.7%Reduced
True Wealth Design, LLC134$16.6K0.01%+27+25.2%Added
Core Alternative Capital136$16.8K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC137$17.0K0.01%00.0%Unchanged
Delos Wealth Advisors, LLC137$17.0K0.01%+137New
Raffa Wealth Management, LLC138$17.1K0.00%+24+21.1%Added
Ramirez Asset Management, Inc.144$17.8K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC147$18.2K0.01%00.0%Unchanged
Robinswood Financial LLC154$19.1K0.01%+100+185.2%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna157$19.4K0.01%+96+157.4%Added
Orion Capital Management LLC159$19.7K0.01%−174−52.3%Reduced
Mascoma Wealth Management LLC162$20.0K0.00%−87−34.9%Reduced