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
- 2,331
- +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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 594 | $73.5K | 0.00% | +203+51.9% | Added |
| Caitong International Asset Management Co., Ltd | 602 | $74.5K | 0.05% | +602 | New |
| Hemington Wealth Management | 620 | $76.0K | 0.01% | +86+16.1% | Added |
| Guinness Asset Management LTD | 625 | $76.8K | 0.00% | +625 | New |
| Wellington Shields Capital Management, LLC | 630 | $78.0K | 0.01% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 634 | $78.5K | 0.02% | −703−52.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 636 | $78.7K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 640 | $79.2K | 0.05% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 642 | $79.4K | 0.02% | −333−34.2% | Reduced |
| TFC Financial Management | 653 | $80.8K | 0.01% | +300+85.0% | Added |
| Investment Research & Advisory Group, Inc. | 639 | $81.1K | 0.03% | +7+1.1% | Added |
| Edmond de Rothschild Holding S.A. | 667 | $82.5K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 669 | $82.8K | 0.04% | +36+5.7% | Added |
| Friedenthal Financial | 670 | $82.9K | 0.04% | +670 | New |
| Avion Wealth | 688 | $85.0K | 0.02% | −86−11.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 690 | $85.4K | 0.01% | +3+0.4% | Added |
| Wall Street Access Asset Management, LLC | 713 | $88.2K | 0.02% | +713 | New |
| Luken Investment Analytics, LLC | 721 | $89.2K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 733 | $90.7K | 0.20% | +7+1.0% | Added |
| Painted Porch Advisors LLC | 739 | $91.5K | 0.03% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 742 | $91.8K | 0.02% | +425+134.1% | Added |
| ORG Partners LLC | 745 | $92.2K | 0.02% | +70+10.4% | Added |
| Grey Fox Wealth Advisors, LLC | 750 | $92.8K | 0.02% | +750 | New |
| Moisand Fitzgerald Tamayo, LLC | 763 | $94.4K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 764 | $94.5K | 0.01% | +166+27.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 767 | $94.9K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 771 | $95.4K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 775 | $95.9K | 0.01% | +766+8,511.1% | Added |
| New Millennium Group LLC | 777 | $96.2K | 0.04% | −251−24.4% | Reduced |
| Chapman Financial Group, LLC | 780 | $96.5K | 0.07% | −116−12.9% | Reduced |
| Rise Advisors, LLC | 784 | $97.0K | 0.03% | −2−0.3% | Reduced |
| Essential Partners LLC | 784 | $97.0K | 0.03% | +86+12.3% | Added |
| WPG Advisers, LLC | 793 | $98.1K | 0.08% | −1−0.1% | Reduced |
| Louisbourg Investments Inc. | 800 | $99.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 808 | $100.0K | 0.00% | +808 | New |
| Key Financial Inc | 827 | $101.2K | 0.02% | −114−12.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 865 | $107.0K | 0.03% | +865 | New |
| Capital Advisors, Ltd. LLC | 869 | $108.0K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 851 | $108.1K | 0.06% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 880 | $108.9K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 885 | $109.0K | 0.03% | −33−3.6% | Reduced |
| LRI Investments, LLC | 882 | $109.1K | 0.01% | +247+38.9% | Added |
| Investors Research Corp | 900 | $111.4K | 0.02% | −99−9.9% | Reduced |
| GW&K Investment Management, LLC | 916 | $113.0K | 0.00% | +1+0.1% | Added |
| Bangor Savings Bank | 935 | $115.8K | 0.01% | −2−0.2% | Reduced |
| TruNorth Capital Management, LLC | 940 | $116.3K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 951 | $116.4K | 0.04% | +495+108.6% | Added |
| C M Bidwell & Associates Ltd | 941 | $116.4K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 950 | $117.5K | 0.01% | +81+9.3% | Added |
| GPS Wealth Strategies Group, LLC | 959 | $118.7K | 0.01% | −40−4.0% | Reduced |
| Whipplewood Advisors, LLC | 985 | $121.9K | 0.08% | −674−40.6% | Reduced |
| Dakota Community Bank & Trust NA | 1,007 | $124.6K | 0.49% | −20−1.9% | Reduced |
| Turning Point Benefit Group, Inc. | 1,019 | $124.7K | 0.08% | +1,019 | New |
| Copia Wealth Management | 1,017 | $125.9K | 0.09% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,018 | $126.0K | 0.08% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,028 | $127.2K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,029 | $127.3K | 0.10% | 00.0% | Unchanged |
| Advantage Trust Co | 1,029 | $127.3K | 0.06% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,048 | $129.7K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,058 | $130.9K | 0.05% | −677−39.0% | Reduced |
| WFA of San Diego, LLC | 1,087 | $134.5K | 0.09% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,090 | $134.9K | 0.04% | −50−4.4% | Reduced |
| Canopy Partners, LLC | 1,091 | $135.0K | 0.05% | +291+36.4% | Added |
| JPL Wealth Management, LLC | 1,092 | $135.1K | 0.03% | +1,092 | New |
| Coastline Trust Co | 1,100 | $136.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,123 | $138.5K | 0.02% | +182+19.3% | Added |
| Webster Bank, N. A. | 1,121 | $138.7K | 0.01% | +62+5.9% | Added |
| Alerus Financial NA | 1,154 | $142.8K | 0.01% | −255−18.1% | Reduced |
| First Pacific Financial | 1,157 | $143.2K | 0.02% | +8+0.7% | Added |
| Nemes Rush Group LLC | 1,175 | $145.5K | 0.01% | +9+0.8% | Added |
| Princeton Global Asset Management LLC | 1,189 | $147.1K | 0.02% | +65+5.8% | Added |
| Chilton Capital Management LLC | 1,191 | $147.4K | 0.00% | +903+313.5% | Added |
| Icon Wealth Advisors, LLC | 1,204 | $149.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 1,205 | $149.1K | 0.08% | +1+0.1% | Added |
| Global Trust Asset Management, LLC | 1,212 | $150.0K | 0.07% | +405+50.2% | Added |
| Transamerica Financial Advisors, Inc. | 1,213 | $150.1K | 0.01% | +1,201+10,008.3% | Added |
| S.A. Mason LLC | 1,215 | $150.4K | 0.07% | 00.0% | Unchanged |
| GGM Financials LLC | 1,217 | $150.7K | 0.08% | +1,217 | New |
| Cutler Capital Management, LLC | 1,219 | $150.9K | 0.05% | +133+12.2% | Added |
| AllSquare Wealth Management LLC | 1,232 | $152.5K | 0.08% | +150+13.9% | Added |
| Cranbrook Wealth Management, LLC | 1,233 | $152.6K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,250 | $154.7K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,257 | $155.5K | 0.03% | +966+332.0% | Added |
| Aster Capital Management (DIFC) Ltd | 1,263 | $156.3K | 0.08% | +1,263 | New |
| New England Capital Financial Advisors LLC | 1,268 | $156.9K | 0.07% | +5+0.4% | Added |
| Addison Advisors LLC | 1,277 | $158.0K | 0.04% | −204−13.8% | Reduced |
| Rossby Financial, LCC | 1,304 | $159.6K | 0.05% | +12+0.9% | Added |
| Catalyst Capital Advisors LLC | 1,303 | $161.2K | 0.00% | −57−4.2% | Reduced |
| Arlington Trust Co LLC | 1,307 | $161.7K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1,323 | $163.7K | 0.02% | −85−6.0% | Reduced |
| Fortitude Family Office, LLC | 1,328 | $164.3K | 0.04% | −7−0.5% | Reduced |
| Kimelman & Baird, LLC | 1,332 | $164.8K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1,347 | $166.7K | 0.23% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,348 | $166.8K | 0.01% | −530−28.2% | Reduced |
| Center for Financial Planning, Inc. | 1,370 | $169.5K | 0.02% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 1,381 | $170.9K | 0.10% | +3+0.2% | Added |
| Vestor Capital, LLC | 1,385 | $171.0K | 0.01% | −10,566−88.4% | Reduced |
| Osterweis Capital Management Inc | 1,395 | $172.6K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 1,395 | $172.6K | 0.15% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1,420 | $175.8K | 0.06% | +2+0.1% | Added |