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 |
|---|---|---|---|---|---|
| TruWealth Advisors, LLC | 4,783 | $591.9K | 0.03% | +4,783 | New |
| XTX Topco Ltd | 4,785 | $592.1K | 0.03% | +2,802+141.3% | Added |
| Southland Equity Partners LLC | 4,793 | $593.1K | 0.12% | +412+9.4% | Added |
| HHM Wealth Advisors, LLC | 4,796 | $593.5K | 0.07% | −39−0.8% | Reduced |
| Wolff Financial Management LLC | 4,810 | $595.2K | 0.14% | −15−0.3% | Reduced |
| Baker Avenue Asset Management, LP | 4,817 | $596.0K | 0.01% | +410+9.3% | Added |
| Sunbelt Securities, Inc. | 4,840 | $598.9K | 0.04% | +144+3.1% | Added |
| Walker Asset Management, LLC | 4,850 | $600.2K | 0.34% | +36+0.7% | Added |
| Costello Asset Management, INC | 4,857 | $601.1K | 0.20% | −39−0.8% | Reduced |
| Tyche Wealth Partners LLC | 4,858 | $601.2K | 0.11% | −30−0.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,858 | $601.2K | 0.05% | −26−0.5% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,861 | $601.5K | 0.03% | +100+2.1% | Added |
| Roberts Glore & Co Inc | 4,866 | $602.1K | 0.16% | +10.0% | Added |
| Flputnam Investment Management Co | 4,866 | $602.2K | 0.01% | +46+1.0% | Added |
| Waterloo Capital, L.P. | 4,878 | $603.6K | 0.04% | +161+3.4% | Added |
| Investment Advisory Services Inc | 4,883 | $604.3K | 0.19% | −706−12.6% | Reduced |
| Southeast Asset Advisors Inc. | 4,889 | $605.0K | 0.07% | −28−0.6% | Reduced |
| Financial Security Advisor, Inc. | 4,897 | $606.0K | 0.13% | +14+0.3% | Added |
| Roundview Capital LLC | 4,915 | $608.3K | 0.04% | 00.0% | Unchanged |
| RB Capital Management, LLC | 4,953 | $612.9K | 0.13% | −158−3.1% | Reduced |
| Grant Private Wealth Management Inc | 4,955 | $613.2K | 0.38% | −19,460−79.7% | Reduced |
| Venturi Wealth Management, LLC | 4,957 | $613.4K | 0.03% | +146+3.0% | Added |
| Spire Wealth Management | 4,969 | $614.9K | 0.02% | −499−9.1% | Reduced |
| Adirondack Trust Co | 4,977 | $615.9K | 0.21% | +914+22.5% | Added |
| Code Waechter LLC | 4,821 | $616.2K | 0.40% | +30+0.6% | Added |
| Premier Path Wealth Partners, LLC | 4,988 | $617.3K | 0.08% | +292+6.2% | Added |
| Rithm Capital Corp. | 5,000 | $618.8K | 1.25% | 00.0% | Unchanged |
| Broyhill Asset Management | 5,003 | $619.1K | 0.54% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 5,008 | $619.7K | 0.14% | −50−1.0% | Reduced |
| WealthPlan Investment Management, LLC | 5,012 | $620.2K | 0.04% | +71+1.4% | Added |
| Sierra Summit Advisors LLC | 5,038 | $623.5K | 0.10% | +73+1.5% | Added |
| Cypress Wealth Services, LLC | 5,048 | $624.6K | 0.10% | +82+1.7% | Added |
| First Financial Bank - Trust Division | 5,049 | $624.8K | 0.05% | +323+6.8% | Added |
| Pettinga Financial Advisors, LLC | 5,050 | $624.9K | 0.12% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 4,995 | $625.5K | 0.07% | −75−1.5% | Reduced |
| Childress Capital Advisors, LLC | 5,055 | $625.6K | 0.11% | +489+10.7% | Added |
| Diversify Advisory Services, LLC | 5,091 | $629.6K | 0.02% | −175−3.3% | Reduced |
| Petra Financial Advisors Inc | 5,088 | $629.7K | 0.37% | +12+0.2% | Added |
| Probity Advisors, Inc. | 5,112 | $632.6K | 0.10% | −61−1.2% | Reduced |
| Bill Few Associates, Inc. | 5,113 | $632.8K | 0.16% | +9+0.2% | Added |
| Busey Wealth Management | 5,144 | $636.6K | 0.02% | +208+4.2% | Added |
| Crews Bank & Trust | 5,146 | $636.8K | 0.09% | +113+2.2% | Added |
| Cordatus Wealth Management LLC | 5,162 | $638.7K | 0.15% | +28+0.5% | Added |
| Aspen Investment Management Inc | 5,161 | $639.0K | 0.25% | −158−3.0% | Reduced |
| Wilkins Investment Counsel Inc | 5,169 | $639.7K | 0.09% | +300+6.2% | Added |
| CVA Family Office, LLC | 5,170 | $639.8K | 0.08% | +20+0.4% | Added |
| City National Bank of Florida | 5,185 | $641.6K | 0.42% | +778+17.7% | Added |
| Keel Point, LLC | 5,195 | $642.8K | 0.04% | +467+9.9% | Added |
| Agate Pass Investment Management, LLC | 5,197 | $643.1K | 0.24% | −100−1.9% | Reduced |
| St. Louis Trust Co | 5,207 | $644.4K | 0.08% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 5,599 | $645.6K | 0.04% | −34−0.6% | Reduced |
| Calamos Wealth Management LLC | 5,230 | $647.2K | 0.02% | +2,529+93.6% | Added |
| Crewe Advisors LLC | 5,247 | $649.3K | 0.06% | +47+0.9% | Added |
| PBMares Wealth Management LLC | 5,270 | $652.1K | 0.11% | +51+1.0% | Added |
| Avestar Capital, LLC | 5,279 | $653.4K | 0.05% | −735−12.2% | Reduced |
| Vista Cima Wealth Management LLC | 5,308 | $656.9K | 0.55% | +5,308 | New |
| Capital Analysts, LLC | 5,310 | $657.0K | 0.02% | −20−0.4% | Reduced |
| NBT Bank N A | 5,315 | $657.7K | 0.04% | +6+0.1% | Added |
| Register Financial Advisors LLC | 5,315 | $657.8K | 0.26% | +20.0% | Added |
| BCGM Wealth Management, LLC | 5,341 | $661.0K | 0.17% | +10+0.2% | Added |
| Headinvest, LLC | 5,352 | $662.3K | 0.14% | +74+1.4% | Added |
| Alpha Cubed Investments, LLC | 5,365 | $664.0K | 0.02% | −149−2.7% | Reduced |
| Capital Square, LLC | 5,369 | $664.5K | 0.34% | +602+12.6% | Added |
| First Financial Group Corp | 5,379 | $665.7K | 0.58% | −210−3.8% | Reduced |
| Octavia Wealth Advisors, LLC | 5,400 | $668.3K | 0.07% | +1,598+42.0% | Added |
| Catalyst Financial Partners LLC | 5,405 | $668.9K | 0.08% | +120+2.3% | Added |
| Quest 10 Wealth Builders, Inc. | 5,413 | $669.9K | 0.62% | −140−2.5% | Reduced |
| JFS Wealth Advisors, LLC | 5,428 | $671.7K | 0.04% | +312+6.1% | Added |
| MBA Advisors LLC | 5,428 | $671.7K | 0.29% | +174+3.3% | Added |
| Apexium Financial, LP | 5,429 | $671.9K | 0.03% | +61+1.1% | Added |
| Hendershot Investments Inc. | 5,444 | $673.7K | 0.08% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 5,445 | $673.8K | 0.39% | −160−2.9% | Reduced |
| Tudor Financial Inc. | 5,449 | $674.3K | 0.36% | +5+0.1% | Added |
| MEMBERS Trust Co | 5,462 | $675.9K | 0.02% | −23−0.4% | Reduced |
| Nwam LLC | 5,265 | $675.9K | 0.04% | −403−7.1% | Reduced |
| Edge Financial Advisors LLC | 5,486 | $678.9K | 0.30% | +15+0.3% | Added |
| Silverlake Wealth Management LLC | 5,496 | $680.1K | 0.17% | −49−0.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,501 | $680.8K | 0.02% | −3−0.1% | Reduced |
| Main Street Financial Solutions, LLC | 5,515 | $682.5K | 0.04% | −893−13.9% | Reduced |
| Apella Capital, LLC | 5,360 | $682.9K | 0.02% | +141+2.7% | Added |
| Palogic Value Management, L.P. | 5,537 | $685.2K | 0.29% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 5,543 | $685.9K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,543 | $685.9K | 0.10% | +5,543 | New |
| Spinnaker Trust | 5,551 | $686.9K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,563 | $688.4K | 0.12% | +154+2.8% | Added |
| XML Financial, LLC | 5,576 | $690.0K | 0.06% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5,580 | $690.6K | 0.03% | +474+9.3% | Added |
| Retirement Planning Co of New England, Inc. | 5,597 | $692.6K | 0.28% | +118+2.2% | Added |
| Pitcairn Co | 5,598 | $692.8K | 0.05% | −397−6.6% | Reduced |
| Independence Bank of Kentucky | 5,642 | $698.2K | 0.09% | −115−2.0% | Reduced |
| Kuhn & Co Investment Counsel | 5,645 | $698.6K | 0.55% | −31−0.5% | Reduced |
| Bridges Investment Management Inc | 5,650 | $699.2K | 0.01% | −87−1.5% | Reduced |
| Finivi Inc. | 5,669 | $701.6K | 0.45% | −7−0.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,680 | $702.8K | 0.01% | +2,372+71.7% | Added |
| MJP Associates Inc | 5,700 | $705.3K | 0.09% | +680+13.5% | Added |
| E&G Advisors, LP | 5,705 | $706.0K | 0.16% | +105+1.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,705 | $706.0K | 0.00% | +277+5.1% | Added |
| Ashton Thomas Securities, LLC | 5,709 | $706.5K | 0.10% | −196−3.3% | Reduced |
| SBI Securities Co., Ltd. | 5,716 | $707.4K | 0.02% | +107+1.9% | Added |
| Garrett Wealth Advisory Group, LLC | 5,716 | $707.4K | 0.14% | +44+0.8% | Added |