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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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 |
|---|---|---|---|---|---|
| Proffitt & Goodson Inc | 162 | $20.0K | 0.00% | +2+1.3% | Added |
| Guerra Advisors Inc | 164 | $20.2K | 0.01% | +164 | New |
| ESL Trust Services, LLC | 164 | $20.3K | 0.00% | +33+25.2% | Added |
| DHJJ Financial Advisors, Ltd. | 165 | $20.4K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 167 | $20.7K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 168 | $20.8K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 169 | $20.9K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 171 | $21.2K | 0.01% | −266−60.9% | Reduced |
| Hallmark Capital Management Inc | 171 | $21.2K | 0.00% | +171 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 168 | $21.4K | 0.00% | −72−30.0% | Reduced |
| American Capital Advisory, LLC | 181 | $22.4K | 0.01% | −2−1.1% | Reduced |
| 1 North Wealth Services LLC | 183 | $22.6K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 183 | $22.6K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 187 | $23.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 186 | $23.0K | 0.01% | +57+44.2% | Added |
| MPWM Advisory Solutions, LLC | 187 | $23.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 190 | $23.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 190 | $23.5K | 0.01% | 00.0% | Unchanged |
| Corundum Trust Company, INC | 191 | $23.6K | 0.05% | +191 | New |
| Financial Freedom, LLC | 192 | $23.8K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 194 | $24.0K | 0.02% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 197 | $24.4K | 0.01% | +197 | New |
| Strategic Advocates LLC | 197 | $24.4K | 0.01% | +197 | New |
| S&T Bank | 200 | $24.8K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 206 | $25.5K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 207 | $25.6K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 207 | $25.6K | 0.00% | +1+0.5% | Added |
| Perritt Capital Management Inc | 209 | $25.9K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 221 | $27.4K | 0.01% | +1+0.5% | Added |
| Kerr Financial Planning Corp | 221 | $27.4K | 0.04% | +221 | New |
| Bradley & Co. Private Wealth Management, LLC | 222 | $27.5K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 222 | $27.5K | 0.01% | +12+5.7% | Added |
| N.E.W. Advisory Services LLC | 223 | $27.6K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 223 | $27.6K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 233 | $28.8K | 0.02% | +233 | New |
| Park Square Financial Group, LLC | 236 | $29.2K | 0.13% | −389−62.2% | Reduced |
| Prestige Wealth Management Group LLC | 238 | $29.5K | 0.01% | +1+0.4% | Added |
| Legacy Wealth Managment, LLC | 240 | $29.7K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 243 | $30.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 248 | $30.7K | 0.01% | −73−22.7% | Reduced |
| Vermillion Wealth Management, Inc. | 250 | $30.9K | 0.01% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 250 | $30.9K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 253 | $31.3K | 0.03% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 258 | $31.9K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 261 | $32.3K | 0.01% | +1+0.4% | Added |
| Access Investment Management LLC | 262 | $32.4K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 263 | $32.5K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 266 | $32.9K | 0.00% | +266 | New |
| Wiser Advisor Group LLC | 275 | $34.0K | 0.04% | +275 | New |
| Bare Financial Services, Inc | 280 | $34.6K | 0.01% | +190+211.1% | Added |
| Abound Wealth Management | 280 | $34.7K | 0.01% | −10−3.4% | Reduced |
| CKW Financial Group | 288 | $35.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 286 | $35.4K | 0.01% | 00.0% | Unchanged |
| Peck Wealth Management, LLC | 300 | $37.1K | 0.04% | +300 | New |
| Bell Investment Advisors, Inc | 308 | $38.1K | 0.01% | −12−3.8% | Reduced |
| CGC Financial Services, LLC | 308 | $38.1K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 318 | $39.4K | 0.13% | +318 | New |
| Meeder Asset Management Inc | 319 | $39.5K | 0.00% | +319 | New |
| WFA Asset Management Corp | 347 | $40.0K | 0.02% | +2+0.6% | Added |
| Anfield Capital Management, LLC | 325 | $40.2K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 325 | $40.2K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 331 | $41.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 333 | $41.2K | 0.02% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 339 | $41.9K | 0.03% | +3+0.9% | Added |
| Tidemark, LLC | 346 | $42.9K | 0.01% | −29−7.7% | Reduced |
| Toth Financial Advisory Corp | 347 | $42.9K | 0.00% | +1+0.3% | Added |
| First Community Trust NA | 348 | $43.1K | 0.03% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 353 | $43.7K | 0.03% | −45−11.3% | Reduced |
| FWL Investment Management, LLC | 369 | $45.7K | 0.01% | +45+13.9% | Added |
| Midwest Capital Advisors, LLC | 370 | $45.8K | 0.02% | +3+0.8% | Added |
| Bellevue Asset Management, LLC | 372 | $46.1K | 0.02% | −207−35.8% | Reduced |
| Tortoise Investment Management, LLC | 402 | $49.7K | 0.00% | +30+8.1% | Added |
| Delta Asset Management LLC | 413 | $51.1K | 0.00% | −5−1.2% | Reduced |
| Pin Oak Investment Advisors Inc | 417 | $51.6K | 0.04% | −39−8.6% | Reduced |
| Horrell Capital Management, Inc. | 429 | $53.1K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 430 | $53.2K | 0.01% | +100+30.3% | Added |
| Pineridge Advisors LLC | 432 | $53.5K | 0.02% | +47+12.2% | Added |
| Wealth Watch Advisors, INC | 443 | $54.8K | 0.02% | +443 | New |
| ORG Wealth Partners, LLC | 443 | $55.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 445 | $55.0K | 0.01% | +88+24.6% | Added |
| Lowe Wealth Advisors, LLC | 452 | $55.9K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 487 | $60.3K | 0.02% | −4−0.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 491 | $60.8K | 0.01% | +4+0.8% | Added |
| Covestor Ltd | 492 | $61.0K | 0.03% | −51−9.4% | Reduced |
| BankPlus Trust Department | 494 | $61.1K | 0.02% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $61.9K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 500 | $61.9K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 504 | $62.3K | 0.06% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 507 | $62.7K | 0.01% | −142−21.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 514 | $63.6K | 0.01% | 00.0% | Unchanged |
| Motco | 521 | $64.5K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 538 | $66.6K | 0.00% | +538 | New |
| CoreFirst Bank & Trust | 542 | $67.1K | 0.04% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 553 | $68.0K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 559 | $69.5K | 0.05% | +2+0.4% | Added |
| Bruce G. Allen Investments, LLC | 562 | $69.5K | 0.05% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 563 | $69.7K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 570 | $70.5K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 586 | $72.5K | 0.02% | 00.0% | Unchanged |
| 1248 Management, LLC | 587 | $72.6K | 0.04% | 00.0% | Unchanged |