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Livermore
Livermore
ZHEN

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.

Other share classesDUKBDUKUDUK.PA

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.

Institutional holdersQ3 2025: 2,332 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ3 2025: $65.9B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q2 2025.

Institutions holding DUK in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Deseret Mutual Benefit Administrators1,448$179.2K0.08%−54−3.6%Reduced
Valley National Advisers Inc1,466$181.0K0.03%+4+0.3%Added
MeadowBrook Investment Advisors LLC1,463$181.0K0.16%−30−2.0%Reduced
Hager Investment Management Services, LLC1,480$183.2K0.10%−170−10.3%Reduced
McIlrath & Eck, LLC1,499$185.5K0.02%−3−0.2%Reduced
Morse Asset Management, Inc1,500$185.6K0.04%00.0%Unchanged
IMG Wealth Management, Inc.1,617$200.1K0.14%00.0%Unchanged
First Foundation Advisors1,617$200.1K0.01%+1,617New
ForthRight Wealth Management, LLC1,617$200.1K0.06%+1,617New
Stone Run Capital, LLC1,621$200.6K0.08%+1,621New
Spectrum Wealth Advisory Group, LLC1,624$201.0K0.08%+1,624New
American Trust1,629$201.6K0.02%+1,629New
Crew Capital Management, Ltd.1,631$201.8K0.14%+1,631New
Cadent Capital Advisors, LLC1,631$201.9K0.05%+1,631New
Phoenix Wealth Advisors1,632$202.0K0.08%+1,632New
First American Trust, FSB1,635$202.4K0.01%−249−13.2%Reduced
Traveka Wealth, LLC1,645$203.6K0.09%+1,645New
Wrapmanager Inc1,647$203.8K0.06%−598−26.6%Reduced
Mirador Capital Partners LP1,647$203.8K0.03%+1,647New
Global Assets Advisory, LLC1,649$204.1K0.06%+1,649New
White Knight Strategic Wealth Advisors, LLC1,650$204.2K0.16%+1,650New
Sepio Capital, LP1,651$204.3K0.01%+1,651New
Barrett & Company, Inc.1,651$204.3K0.07%00.0%Unchanged
SkyOak Wealth, LLC1,652$204.4K0.04%+1,652New
YHB Investment Advisors, Inc.1,652$204.5K0.01%+1,652New
Woodley Farra Manion Portfolio Management Inc1,656$204.9K0.01%+1,656New
Allianz SE1,666$206.2K0.00%00.0%Unchanged
Gould Asset Management LLC1,666$206.2K0.04%+1,666New
Morris Retirement Advisors, LLC1,666$206.2K0.09%+1,666New
VSM Wealth Advisory, LLC1,669$206.5K0.06%−1,928−53.6%Reduced
Worth Asset Management, LLC1,672$206.9K0.09%+1,672New
Mallini Complete Financial Planning LLC–$207.2K0.17%–New
Rather & Kittrell, Inc.1,676$207.4K0.04%+1,676New
Argentarii, LLC1,676$207.4K0.09%+1,676New
Atlas Private Wealth Advisors1,677$207.5K0.05%−2,420−59.1%Reduced
Wedge Capital Management L L P1,681$208.0K0.00%−87−4.9%Reduced
Frisch Financial Group, Inc.1,684$208.4K0.05%+1,684New
Eagle Rock Investment Company, LLC1,685$208.5K0.03%+1,685New
Richwood Investment Advisors, LLC1,685$208.5K0.16%+1,685New
Old Mission Investment Co LLC1,689$209.0K0.05%+1,689New
MBE Wealth Management, LLC1,693$209.5K0.09%+1,693New
IVC Wealth Advisors LLC1,695$209.8K0.09%+1,695New
Warren Street Wealth Advisors, LLC1,696$209.9K0.06%+1,696New
Northern Oak Wealth Management Inc1,700$210.4K0.03%00.0%Unchanged
Douglass Winthrop Advisors, LLC1,703$210.7K0.00%+1,703New
180 Wealth Advisors, LLC1,704$210.9K0.03%−104−5.8%Reduced
Wilkins Miller Wealth Management, LLC1,707$211.3K0.13%+10+0.6%Added
Quadrant Private Wealth Management, LLC1,711$211.8K0.04%+1,711New
Crown Wealth Group, LLC1,712$211.9K0.06%+1,712New
Heritage Trust Co1,713$212.0K0.02%+1,713New
Key Client Fiduciary Advisors, LLC1,717$212.5K0.07%+2+0.1%Added
Facet Wealth, Inc.1,722$213.1K0.00%+1,722New
Fortitude Advisory Group L.L.C.1,724$213.3K0.11%−65−3.6%Reduced
West Branch Capital LLC1,724$213.3K0.06%−114−6.2%Reduced
Ledyard National Bank1,724$213.3K0.02%+1,724New
Jessup Wealth Management, Inc1,732$214.3K0.08%−63−3.5%Reduced
Compass Ion Advisors, LLC1,732$214.4K0.02%−23−1.3%Reduced
Hobart Private Capital, LLC1,733$214.4K0.04%+1,733New
Wingate Wealth Advisors, Inc.1,733$214.5K0.15%+1,733New
Ironsides Asset Advisors, LLC1,736$214.9K0.06%00.0%Unchanged
Bullock Wealth Management Group1,758$215.1K0.11%+10+0.6%Added
ZRC Wealth Management, LLC1,740$215.3K0.08%+31+1.8%Added
Hughes Financial Services, LLC1,753$215.5K0.03%+4+0.2%Added
Newman Dignan & Sheerar, Inc.1,744$215.8K0.05%00.0%Unchanged
Zhang Financial LLC1,744$215.9K0.01%+1+0.1%Added
Ostrum Asset Management1,747$216.2K0.01%−54−3.0%Reduced
Idaho Trust Bank1,748$216.3K0.07%00.0%Unchanged
Kieckhefer Group LLC1,748$216.3K0.10%00.0%Unchanged
New Covenant Trust Company, N.A.1,748$216.3K0.20%+1,748New
Fullcircle Wealth LLC1,748$216.5K0.08%00.0%Unchanged
Petix & Botte Co1,752$216.8K0.05%00.0%Unchanged
Mitchell Capital Management Co1,753$216.9K0.04%+1,753New
Nordwand Advisors, LLC1,755$217.2K0.03%+1,755New
Old Second National Bank of Aurora1,756$217.3K0.04%+30+1.7%Added
Strathmore Capital Advisors, Inc.1,759$217.6K0.09%−2,656−60.2%Reduced
Compass Wealth Management, LLC1,759$217.7K0.10%00.0%Unchanged
Kagan Cocozza Asset Management1,766$218.5K0.17%−132−7.0%Reduced
Safeguard Investment Advisory Group, LLC1,766$218.6K0.05%−33−1.8%Reduced
Fieldview Capital Management, LLC1,768$218.8K0.04%+1,768New
Moody Aldrich Partners LLC1,772$219.3K0.04%+1,772New
Gsa Capital Partners LLP1,774$220.0K0.02%−1,550−46.6%Reduced
Norman Fields, Gottscho Capital Management, LLC1,774$220.0K0.07%−44−2.4%Reduced
Eads & Heald Wealth Management1,775$220.0K0.11%−5−0.3%Reduced
Eagle Capital Management, LLC1,781$220.0K0.08%00.0%Unchanged
Philip James Wealth Mangement, LLC1,778$220.0K0.03%−234−11.6%Reduced
Mattern Wealth Management LLC1,780$220.3K0.04%00.0%Unchanged
Charter Research & Investment Group, Inc.1,781$220.4K0.15%00.0%Unchanged
Stephens Consulting, LLC1,787$221.1K0.08%−28−1.5%Reduced
TCI Wealth Advisors, Inc.1,791$221.6K0.01%+1+0.1%Added
James J. Burns & Company, LLC1,796$222.3K0.03%−61−3.3%Reduced
Alteri Wealth LLC1,797$222.4K0.08%+18+1.0%Added
WealthTrust Asset Management, LLC1,798$222.5K0.15%+8+0.4%Added
Jones Road Capital Management, L.P.1,800$222.8K0.24%+1,800New
Spirepoint Private Client, LLC1,800$222.8K0.02%+1,800New
Chesapeake Wealth Management1,802$223.0K0.07%+54+3.1%Added
Brucke Financial, Inc.1,796$223.3K0.13%−144−7.4%Reduced
Reyes Financial Architecture, Inc.1,804$223.3K0.15%−18−1.0%Reduced
Robertson Stephens Wealth Management, LLC1,806$223.6K0.01%−1,054−36.9%Reduced
Sound Income Strategies, LLC1,795$223.9K0.01%−5,146−74.1%Reduced
J.P. Marvel Investment Advisors, LLC1,811$224.1K0.03%00.0%Unchanged