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, 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
- 2,331
- +96 vs. Q2 2025
- Shares held
- 532.0M
- +987.7K (+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
- 755 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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Park Place Capital Corp | 3,871 | $479.0K | 0.10% | +58+1.5% | Added |
| Breakwater Capital Group | 3,880 | $480.1K | 0.07% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 3,882 | $480.3K | 0.03% | +3,882 | New |
| L2 Asset Management, LLC | 3,884 | $480.6K | 0.07% | +407+11.7% | Added |
| Alliance Wealth Advisors, LLC | 3,889 | $481.3K | 0.11% | −4−0.1% | Reduced |
| Alta Advisers Ltd | 3,900 | $482.6K | 0.15% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,902 | $482.9K | 0.04% | +153+4.1% | Added |
| Almanack Investment Partners, LLC. | 3,902 | $482.9K | 0.07% | −1,572−28.7% | Reduced |
| Lafayette Investments, Inc. | 3,914 | $484.4K | 0.09% | +10+0.3% | Added |
| Fulcrum Equity Management | 3,919 | $485.0K | 0.49% | +26+0.7% | Added |
| Lantern Wealth Advisors, LLC | 3,920 | $485.1K | 0.26% | 00.0% | Unchanged |
| Marotta Asset Management | 3,965 | $485.2K | 0.09% | +10.0% | Added |
| McDonough Capital Management, Inc | 3,929 | $486.2K | 0.24% | −213−5.1% | Reduced |
| Tiemann Investment Advisors, LLC | 3,940 | $487.6K | 0.19% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,982 | $492.8K | 0.02% | +271+7.3% | Added |
| Peak Financial Advisors LLC | 3,983 | $492.9K | 0.24% | +162+4.2% | Added |
| Westmount Partners, LLC | 4,034 | $493.7K | 0.13% | −23−0.6% | Reduced |
| Brass Tax Wealth Management, Inc | 3,994 | $494.2K | 0.08% | +217+5.7% | Added |
| Bayforest Capital Ltd | 4,004 | $495.5K | 0.24% | +1,302+48.2% | Added |
| One Capital Management, LLC | 4,011 | $496.4K | 0.02% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 4,015 | $496.9K | 0.04% | +342+9.3% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,048 | $500.9K | 0.26% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 4,048 | $500.9K | 0.04% | +373+10.1% | Added |
| Firethorn Wealth Partners, LLC | 4,051 | $501.3K | 0.20% | +19+0.5% | Added |
| Knollwood Investment Advisory, LLC | 4,055 | $501.8K | 0.05% | −87−2.1% | Reduced |
| BXM Wealth LLC | 4,065 | $503.0K | 0.48% | +1,288+46.4% | Added |
| Blueshift Asset Management, LLC | 4,069 | $503.5K | 0.16% | −85−2.0% | Reduced |
| Holocene Advisors, LP | 4,074 | $504.2K | 0.00% | −60,144−93.7% | Reduced |
| McCollum Christoferson Group LLC | 4,079 | $504.8K | 0.14% | +4,079 | New |
| Ontario Teachers Pension Plan Board | 4,085 | $505.5K | 0.01% | −9,688−70.3% | Reduced |
| Diversify Wealth Management, LLC | 4,095 | $506.4K | 0.03% | −98−2.3% | Reduced |
| Fairfield, Bush & Co. | 4,114 | $509.1K | 0.26% | +380+10.2% | Added |
| CMG Global Holdings, LLC | 3,960 | $509.5K | 0.25% | 00.0% | Unchanged |
| Truvestments Capital LLC | 4,133 | $511.5K | 0.09% | +103+2.6% | Added |
| Park Edge Advisors, LLC | 4,153 | $513.9K | 0.12% | +4,153 | New |
| PDS Planning, Inc | 4,156 | $514.3K | 0.04% | +166+4.2% | Added |
| Douglas Lane & Associates, LLC | 4,174 | $516.5K | 0.01% | −51−1.2% | Reduced |
| Investment Partners Asset Management, Inc. | 4,178 | $517.0K | 0.34% | 00.0% | Unchanged |
| Associated Banc-Corp | 4,185 | $517.9K | 0.01% | −146−3.4% | Reduced |
| Saxony Capital Management, LLC | 4,187 | $518.2K | 0.34% | +10.0% | Added |
| Meridian Investment Counsel Inc. | 4,190 | $518.5K | 0.13% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 4,214 | $521.6K | 0.10% | −18−0.4% | Reduced |
| Trueblood Wealth Management, LLC | 4,220 | $522.2K | 0.20% | +4+0.1% | Added |
| Rogco, LP | 4,224 | $522.7K | 0.18% | +238+6.0% | Added |
| David Loasby | 4,170 | $523.6K | 0.04% | +57+1.4% | Added |
| LBMC Investment Advisors, LLC | 4,235 | $524.1K | 0.03% | +992+30.6% | Added |
| WBH Advisory Inc | 4,241 | $524.8K | 0.04% | +178+4.4% | Added |
| St Germain D J Co Inc | 4,241 | $524.8K | 0.02% | −30−0.7% | Reduced |
| Gateway Investment Advisers LLC | 4,241 | $524.8K | 0.01% | −225−5.0% | Reduced |
| LVM Capital Management Ltd | 4,248 | $526.0K | 0.05% | −30−0.7% | Reduced |
| Holistic Planning, LLC | 4,265 | $527.8K | 0.14% | +699+19.6% | Added |
| Fulton Breakefield Broenniman LLC | 4,337 | $536.7K | 0.03% | −218−4.8% | Reduced |
| D.B. Root & Company, LLC | 4,338 | $536.9K | 0.14% | +46+1.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,340 | $537.1K | 0.05% | +63+1.5% | Added |
| Destination Wealth Management | 4,347 | $537.9K | 0.01% | +100+2.4% | Added |
| TBH Global Asset Management, LLC | 4,355 | $538.9K | 0.11% | −109−2.4% | Reduced |
| New Republic Capital, LLC | 4,359 | $539.4K | 0.17% | −46−1.0% | Reduced |
| KPP Advisory Services LLC | 4,367 | $540.4K | 0.08% | −619−12.4% | Reduced |
| Hodges Capital Management Inc. | 4,373 | $541.2K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,418 | $546.7K | 0.02% | +1,048+31.1% | Added |
| Bank of Hawaii | 4,418 | $546.7K | 0.03% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,433 | $548.6K | 0.01% | +1,534+52.9% | Added |
| Gladstone Institutional Advisory LLC | 4,439 | $549.4K | 0.02% | −72−1.6% | Reduced |
| Salomon & Ludwin, LLC | 4,452 | $550.0K | 0.05% | +203+4.8% | Added |
| Beese Fulmer Investment Management, Inc. | 4,445 | $550.1K | 0.04% | 00.0% | Unchanged |
| Citizens Business Bank | 4,469 | $553.0K | 0.09% | −12−0.3% | Reduced |
| Hummer Financial Advisory Services Inc | 4,474 | $553.7K | 0.40% | 00.0% | Unchanged |
| Level Wealth Management LLC | 4,480 | $554.4K | 0.29% | +20.0% | Added |
| Argus Investors' Counsel, Inc. | 4,486 | $555.1K | 0.44% | −4−0.1% | Reduced |
| Patton Albertson Miller Group, LLC | 4,505 | $557.5K | 0.07% | −315−6.5% | Reduced |
| Shell Asset Management Co | 4,513 | $558.0K | 0.06% | +208+4.8% | Added |
| Resurgent Financial Advisors LLC | 4,511 | $558.2K | 0.27% | −592−11.6% | Reduced |
| Greatmark Investment Partners, Inc. | 4,516 | $558.9K | 0.07% | −75−1.6% | Reduced |
| Virtu Financial LLC | 4,543 | $562.0K | 0.03% | +4,543 | New |
| Doheny Asset Management | 4,553 | $563.0K | 0.36% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,551 | $563.2K | 0.24% | +11+0.2% | Added |
| Golden State Wealth Management, LLC | 4,555 | $563.7K | 0.06% | −41−0.9% | Reduced |
| PFG Advisors | 4,556 | $563.9K | 0.02% | +16+0.4% | Added |
| Accurate Wealth Management, LLC | 4,413 | $564.1K | 0.08% | −50−1.1% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,584 | $567.3K | 0.30% | +3+0.1% | Added |
| Washington Capital Management Inc | 4,595 | $568.6K | 0.41% | −335−6.8% | Reduced |
| Princeton Capital Management LLC | 4,602 | $569.5K | 0.15% | +3+0.1% | Added |
| Evergreen Capital Management LLC | 4,615 | $571.1K | 0.01% | +772+20.1% | Added |
| Flagship Harbor Advisors, LLC | 4,625 | $572.3K | 0.02% | +1,104+31.4% | Added |
| Hudson Value Partners, LLC | 4,625 | $572.3K | 0.18% | −415−8.2% | Reduced |
| Oakworth Capital, Inc. | 4,638 | $574.0K | 0.03% | −148−3.1% | Reduced |
| Northstar Advisory Group, LLC | 4,644 | $574.6K | 0.23% | −135−2.8% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,655 | $576.0K | 0.37% | +20+0.4% | Added |
| Bard Financial Services, Inc. | 4,655 | $576.1K | 0.06% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 4,666 | $577.4K | 0.46% | +4,666 | New |
| Blue Fin Capital, Inc. | 4,669 | $577.8K | 0.09% | −100−2.1% | Reduced |
| Radnor Capital Management, LLC | 4,670 | $577.9K | 0.09% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 4,673 | $578.3K | 0.05% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 4,681 | $579.3K | 0.02% | +2,574+122.2% | Added |
| Traphagen Investment Advisors LLC | 4,689 | $580.2K | 0.05% | +123+2.7% | Added |
| Trust Point Inc. | 4,707 | $582.5K | 0.05% | −75−1.6% | Reduced |
| Strategies Wealth Advisors, LLC | 4,723 | $584.4K | 0.06% | +414+9.6% | Added |
| Bank of Jackson Hole Trust | 4,737 | $586.2K | 0.29% | +525+12.5% | Added |
| Joel Isaacson & Co., LLC | 4,739 | $586.5K | 0.02% | −262−5.2% | Reduced |
| Hudock, Inc. | 4,762 | $589.4K | 0.09% | −214−4.3% | Reduced |