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 |
|---|---|---|---|---|---|
| Eastern Bank | 5,725 | $708.5K | 0.01% | −160−2.7% | Reduced |
| Guyasuta Investment Advisors Inc | 5,729 | $709.0K | 0.04% | 00.0% | Unchanged |
| Monetary Management Group Inc | 5,733 | $709.5K | 0.16% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 5,738 | $710.1K | 0.05% | −10,929−65.6% | Reduced |
| Moody National Bank Trust Division | 5,742 | $710.6K | 0.06% | −470−7.6% | Reduced |
| Vista Investment Partners II, LLC | 5,769 | $713.9K | 0.33% | −5−0.1% | Reduced |
| Cornerstone Advisory, LLC | 5,814 | $719.5K | 0.07% | +61+1.1% | Added |
| Wellington Shields & Co., LLC | 5,831 | $721.5K | 0.19% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5,866 | $724.7K | 0.02% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 5,903 | $730.5K | 0.06% | +452+8.3% | Added |
| Nations Financial Group Inc, | 5,911 | $731.6K | 0.05% | +78+1.3% | Added |
| Archetype Wealth Partners | 5,923 | $733.0K | 0.09% | +2,143+56.7% | Added |
| Kovack Advisors, Inc. | 5,949 | $736.2K | 0.07% | −2,359−28.4% | Reduced |
| NewEdge Wealth, LLC | 5,966 | $738.4K | 0.01% | +1,145+23.8% | Added |
| Aspen Wealth Strategies, LLC | 5,971 | $738.9K | 0.41% | +155+2.7% | Added |
| Glen Eagle Advisors, LLC | 5,980 | $740.0K | 0.10% | −78−1.3% | Reduced |
| NWF Advisory Services Inc. | 5,996 | $742.0K | 0.08% | −277−4.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $742.5K | 0.20% | 00.0% | Unchanged |
| Whittier Trust Co | 6,014 | $743.0K | 0.01% | −339−5.3% | Reduced |
| Wealth Management Associates, Inc. | 6,013 | $744.1K | 0.26% | −499−7.7% | Reduced |
| Waters Parkerson & Co., LLC | 6,022 | $745.2K | 0.04% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 6,034 | $746.7K | 0.04% | −5−0.1% | Reduced |
| Bank of New Hampshire | 6,035 | $746.8K | 0.17% | 00.0% | Unchanged |
| Optas, LLC | 6,040 | $747.5K | 0.13% | +258+4.5% | Added |
| Aegis Wealth Management LLC | 6,043 | $747.8K | 0.40% | +270+4.7% | Added |
| SG Americas Securities, LLC | 6,042 | $748.0K | 0.00% | −240,347−97.5% | Reduced |
| Cidel Asset Management Inc | 6,048 | $748.4K | 0.04% | 00.0% | Unchanged |
| Finward Bancorp | 6,048 | $748.4K | 0.57% | −202−3.2% | Reduced |
| Cobblestone Capital Advisors LLC | 6,050 | $748.7K | 0.04% | −33−0.5% | Reduced |
| Mitchell Sinkler & Starr | 6,051 | $748.8K | 0.34% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 6,076 | $751.9K | 0.13% | −300−4.7% | Reduced |
| Corsicana & Co. | 6,084 | $752.9K | 0.42% | +6,084 | New |
| Crescent Sterling, Ltd. | 6,093 | $754.0K | 0.79% | −260−4.1% | Reduced |
| Calton & Associates, Inc. | 6,096 | $754.3K | 0.11% | +253+4.3% | Added |
| Parkside Financial Bank & Trust | 6,111 | $756.2K | 0.06% | +153+2.6% | Added |
| McDaniel Terry & Co | 6,128 | $758.3K | 0.06% | +35+0.6% | Added |
| Financial Management Professionals, Inc. | 6,130 | $758.6K | 0.08% | +30+0.5% | Added |
| Cyndeo Wealth Partners, LLC | 6,141 | $759.9K | 0.04% | +607+11.0% | Added |
| Ameriflex Group, Inc. | 6,142 | $760.1K | 0.28% | +2,498+68.6% | Added |
| United Bank | 6,143 | $760.2K | 0.26% | +5+0.1% | Added |
| Caldwell Sutter Capital, Inc. | 6,156 | $761.8K | 0.33% | −30−0.5% | Reduced |
| Northwest Bancshares, Inc. | 6,157 | $761.9K | 0.13% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 6,164 | $762.8K | 0.21% | +359+6.2% | Added |
| Washington Trust Co | 6,169 | $763.4K | 0.03% | −722−10.5% | Reduced |
| Future Financial Wealth Managment LLC | 6,192 | $766.3K | 0.48% | −13−0.2% | Reduced |
| Clarion Wealth Managment Partners, LLC | 6,219 | $769.6K | 0.76% | +119+2.0% | Added |
| Paradigm Capital Management, LLC | 6,234 | $771.0K | 0.76% | −598−8.8% | Reduced |
| Visionary Horizons, LLC | 6,242 | $772.4K | 0.43% | −204−3.2% | Reduced |
| Goepper Burkhardt LLC | 6,252 | $773.6K | 0.26% | 00.0% | Unchanged |
| Charter Trust Co | 6,258 | $774.4K | 0.05% | +1,308+26.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 6,275 | $776.5K | 0.45% | −245−3.8% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 6,285 | $777.7K | 0.77% | −7−0.1% | Reduced |
| Golden State Equity Partners | 6,286 | $777.9K | 0.13% | +228+3.8% | Added |
| Monument Capital Management | 6,293 | $778.8K | 0.19% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 6,299 | $779.5K | 0.15% | +3,684+140.9% | Added |
| Armstrong Advisory Group, Inc | 6,302 | $779.8K | 0.05% | −37−0.6% | Reduced |
| Edgewood Management LLC | 6,302 | $779.9K | 0.00% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 6,352 | $786.1K | 0.18% | −76−1.2% | Reduced |
| Soltis Investment Advisors LLC | 6,355 | $786.5K | 0.05% | +2,955+86.9% | Added |
| AdvisorNet Financial, Inc | 6,385 | $790.1K | 0.04% | −226−3.4% | Reduced |
| Centaurus Financial, Inc. | 6,389 | $791.0K | 0.04% | +1,225+23.7% | Added |
| Dearborn Partners LLC | 6,395 | $791.4K | 0.04% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 6,403 | $792.4K | 0.11% | −429−6.3% | Reduced |
| Smith Thornton Advisors LLC | 6,422 | $794.7K | 0.42% | −85−1.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,428 | $795.5K | 0.04% | +40+0.6% | Added |
| Clear Street Markets LLC | 6,441 | $797.1K | 0.26% | +5,918+1,131.5% | Added |
| Cross Staff Investments Inc | 6,449 | $798.1K | 0.56% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 6,454 | $798.7K | 0.10% | +35+0.5% | Added |
| Schmidt P J Investment Management Inc | 6,467 | $800.3K | 0.13% | +130+2.1% | Added |
| Optimum Investment Advisors | 6,468 | $800.4K | 0.32% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,471 | $800.8K | 0.20% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 6,479 | $801.8K | 0.07% | +731+12.7% | Added |
| Sapient Capital LLC | 6,556 | $805.1K | 0.01% | +25+0.4% | Added |
| Sonora Investment Management Group, LLC | 6,529 | $807.9K | 0.06% | +907+16.1% | Added |
| United Bank | 6,545 | $809.9K | 0.10% | −3,000−31.4% | Reduced |
| International Private Wealth Advisors LLC | 6,545 | $810.0K | 0.51% | +3,054+87.5% | Added |
| San Luis Wealth Advisors LLC | 6,553 | $811.0K | 0.15% | +809+14.1% | Added |
| Howard Capital Management Inc. | 6,577 | $813.9K | 0.01% | +1,262+23.7% | Added |
| Marshall Financial Group LLC | 6,579 | $814.2K | 0.16% | −575−8.0% | Reduced |
| Claris Financial LLC | 6,598 | $816.5K | 0.46% | +1,201+22.3% | Added |
| Aprio Wealth Management, LLC | 6,609 | $817.9K | 0.08% | +1,140+20.8% | Added |
| Legacy Wealth Asset Management, LLC | 6,611 | $818.1K | 0.20% | −16−0.2% | Reduced |
| High Net Worth Advisory Group LLC | 6,633 | $820.9K | 0.20% | −870−11.6% | Reduced |
| Persium Advisors, LLC | 6,638 | $821.5K | 0.62% | +267+4.2% | Added |
| Buck Wealth Strategies, LLC | 6,659 | $824.1K | 0.11% | −1,426−17.6% | Reduced |
| Coppell Advisory Solutions LLC | 6,730 | $826.5K | 0.09% | +492+7.9% | Added |
| Carret Asset Management, LLC | 6,688 | $827.6K | 0.08% | 00.0% | Unchanged |
| Mechanics Financial Corp | 6,714 | $830.9K | 0.31% | +232+3.6% | Added |
| Hengehold Capital Management LLC | 6,715 | $831.0K | 0.07% | +27+0.4% | Added |
| Challenger Wealth Management | 6,725 | $832.2K | 0.65% | −3,162−32.0% | Reduced |
| Avidian Wealth Solutions, LLC | 6,739 | $834.0K | 0.03% | +2,202+48.5% | Added |
| Venture Visionary Partners LLC | 6,742 | $834.4K | 0.03% | −105−1.5% | Reduced |
| Gryphon Financial Partners LLC | 6,743 | $834.4K | 0.10% | −616−8.4% | Reduced |
| Adapt Wealth Advisors, LLC | 6,753 | $835.7K | 0.31% | +103+1.5% | Added |
| Stephenson National Bank & Trust | 6,755 | $835.9K | 0.26% | −1,258−15.7% | Reduced |
| Stratos Wealth Advisors, LLC | 6,783 | $839.5K | 0.04% | −38−0.6% | Reduced |
| Manchester Capital Management LLC | 6,799 | $841.4K | 0.11% | −26−0.4% | Reduced |
| Lantz Financial LLC | 6,819 | $843.9K | 0.19% | +779+12.9% | Added |
| KLCM Advisors, Inc. | 6,827 | $844.8K | 0.08% | −395−5.5% | Reduced |
| Fisher Asset Management, LLC | 6,827 | $844.9K | 0.00% | +1,125+19.7% | Added |