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 |
|---|---|---|---|---|---|
| Galvin, Gaustad & Stein, LLC | 1,813 | $224.4K | 0.02% | +1,813 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,814 | $224.5K | 0.05% | −600−24.9% | Reduced |
| Redwood Wealth Management Group, LLC | 1,815 | $224.5K | 0.10% | +4+0.2% | Added |
| Motiv8 Investments LLC | 1,824 | $225.7K | 0.12% | +1,824 | New |
| Revere Asset Management, Inc | 1,828 | $226.2K | 0.09% | +28+1.6% | Added |
| Leelyn Smith, LLC | 1,828 | $226.2K | 0.03% | +6+0.3% | Added |
| Sentry LLC | 1,832 | $226.7K | 0.06% | +1+0.1% | Added |
| Meridian Wealth Partners, LLC | 1,832 | $226.7K | 0.03% | −1,275−41.0% | Reduced |
| Terry L. Blaker | 1,832 | $226.7K | 0.01% | +1,832 | New |
| Tranquility Partners, LLC | 1,833 | $226.8K | 0.08% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 1,834 | $226.8K | 0.17% | +1,834 | New |
| Elyxium Wealth, LLC | 1,835 | $227.1K | 0.08% | −445−19.5% | Reduced |
| Tradewinds Capital Management, LLC | 1,835 | $227.1K | 0.05% | +26+1.4% | Added |
| Discipline Wealth Solutions, LLC | 1,837 | $227.3K | 0.06% | +1,837 | New |
| Beaumont Financial Advisors, LLC | 1,837 | $227.3K | 0.02% | −29−1.6% | Reduced |
| Patton Fund Management, Inc. | 1,837 | $227.3K | 0.04% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 1,837 | $227.4K | 0.05% | +23+1.3% | Added |
| Summit Wealth Group LLC | 2,578 | $227.5K | 0.03% | +2,578 | New |
| Strategic Investment Advisors | 1,840 | $227.6K | 0.02% | −7−0.4% | Reduced |
| Liberty Wealth Management LLC | 1,839 | $227.6K | 0.03% | +3+0.2% | Added |
| First Financial Corp | 1,840 | $227.7K | 0.09% | −277−13.1% | Reduced |
| Johnson Financial Group, Inc. | 1,845 | $228.3K | 0.01% | −164−8.2% | Reduced |
| Bender Robert & Associates | 1,848 | $228.7K | 0.05% | 00.0% | Unchanged |
| Country Trust Bank | 1,848 | $228.7K | 0.01% | +114+6.6% | Added |
| Eagle Strategies LLC | 1,848 | $228.7K | 0.03% | −55−2.9% | Reduced |
| Planned Solutions, Inc. | 1,852 | $229.2K | 0.08% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 1,854 | $229.4K | 0.00% | +82+4.6% | Added |
| Regatta Capital Group, LLC | 1,855 | $229.5K | 0.04% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 1,856 | $229.7K | 0.01% | −9−0.5% | Reduced |
| Weaver Consulting Group | 1,860 | $230.1K | 0.06% | +15+0.8% | Added |
| Moseley Investment Management Inc | 1,862 | $230.5K | 0.07% | +114+6.5% | Added |
| Plancorp, LLC | 1,865 | $230.8K | 0.01% | −10−0.5% | Reduced |
| Capital City Trust Co | 1,868 | $231.2K | 0.06% | +1,868 | New |
| Fragasso Group Inc. | 1,874 | $231.5K | 0.01% | +123+7.0% | Added |
| a16z Perennial Management, L.P. | 1,876 | $232.2K | 0.02% | +1,876 | New |
| Infinity Wealth Counsel, LLC | 1,877 | $232.3K | 0.23% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,880 | $232.7K | 0.08% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,885 | $233.3K | 0.02% | +25+1.3% | Added |
| Silvant Capital Management LLC | 1,886 | $233.4K | 0.01% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,886 | $233.4K | 0.13% | −60−3.1% | Reduced |
| Prosperity Financial Group, Inc. | 1,889 | $233.8K | 0.09% | −31−1.6% | Reduced |
| Boothbay Fund Management, LLC | 1,892 | $234.1K | 0.01% | −153−7.5% | Reduced |
| Victory Financial Group, LLC | 1,866 | $234.7K | 0.03% | −429−18.7% | Reduced |
| LifePlan Investment Advisors, Inc. | 1,904 | $235.6K | 0.10% | +26+1.4% | Added |
| Cypress Asset Management Inc | 1,908 | $236.1K | 0.05% | 00.0% | Unchanged |
| Siligmueller & Norvid Wealth Advisors LLC | 1,911 | $236.5K | 0.11% | +1,911 | New |
| Harbor Investment Advisory, LLC | 1,911 | $236.5K | 0.02% | +1+0.1% | Added |
| Second Half Financial Partners, LLC | 1,914 | $236.9K | 0.10% | −18−0.9% | Reduced |
| Plato Investment Management Ltd | 1,935 | $237.6K | 0.02% | 00.0% | Unchanged |
| Brighton Securities Corp. | 1,922 | $237.8K | 0.12% | −802−29.4% | Reduced |
| Abel Hall, LLC | 1,927 | $238.5K | 0.10% | +6+0.3% | Added |
| TCTC Holdings, LLC | 1,928 | $238.6K | 0.01% | −328−14.5% | Reduced |
| Sax Wealth Advisors, LLC | 1,928 | $238.6K | 0.01% | +155+8.7% | Added |
| KC Investment Advisors, LLC | 1,875 | $238.8K | 0.07% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 1,938 | $239.0K | 0.01% | −180−8.5% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 1,938 | $239.8K | 0.05% | −342−15.0% | Reduced |
| MV Capital Management, Inc. | 1,941 | $240.2K | 0.02% | +63+3.4% | Added |
| Ferguson Shapiro LLC | 1,949 | $241.2K | 0.08% | −66−3.3% | Reduced |
| American Money Management, LLC | 1,949 | $241.2K | 0.04% | +54+2.8% | Added |
| Meridian Financial, LLC | 1,956 | $242.1K | 0.14% | 00.0% | Unchanged |
| Consolidated Planning Corp | 1,960 | $242.6K | 0.03% | −21−1.1% | Reduced |
| Fortis Capital Advisors, LLC | 1,966 | $243.3K | 0.04% | −508−20.5% | Reduced |
| MGB Wealth Management, LLC | 1,969 | $243.6K | 0.07% | +8+0.4% | Added |
| Hazlett, Burt & Watson, Inc. | 1,970 | $244.0K | 0.09% | +128+6.9% | Added |
| Community Financial Services Group, LLC | 1,981 | $245.1K | 0.04% | −331−14.3% | Reduced |
| Armstrong, Fleming & Moore, Inc | 1,981 | $245.2K | 0.12% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,983 | $245.4K | 0.06% | +8+0.4% | Added |
| Tower Wealth Partners, Inc. | 1,984 | $245.5K | 0.13% | −32−1.6% | Reduced |
| Benin Management CORP | 1,984 | $245.5K | 0.06% | +116+6.2% | Added |
| Atlantic Family Wealth, LLC | 1,989 | $246.1K | 0.19% | −20−1.0% | Reduced |
| Tred Avon Family Wealth, LLC | 1,990 | $246.2K | 0.08% | +1,990 | New |
| Lawson Kroeker Investment Management Inc | 1,991 | $246.4K | 0.04% | 00.0% | Unchanged |
| Old National Bancorp | 1,993 | $246.6K | 0.00% | 00.0% | Unchanged |
| Founders Grove Wealth Partners, LLC | 1,996 | $247.0K | 0.06% | +136+7.3% | Added |
| Van Hulzen Asset Management, LLC | 1,998 | $247.3K | 0.02% | −28−1.4% | Reduced |
| Westover Capital Advisors, LLC | 2,000 | $247.5K | 0.05% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 2,000 | $247.5K | 0.21% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 2,000 | $247.5K | 0.03% | +56+2.9% | Added |
| McLean Asset Management Corp | 1,992 | $247.7K | 0.05% | −449−18.4% | Reduced |
| Sentinel Trust Co Lba | 2,006 | $248.0K | 0.03% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 2,009 | $248.6K | 0.14% | −10−0.5% | Reduced |
| Oxford Financial Group Ltd | 2,010 | $248.7K | 0.01% | +2,010 | New |
| LaSalle St. Investment Advisors, LLC | 2,016 | $249.0K | 0.04% | −7−0.3% | Reduced |
| Patron Partners Advisors, LLC | 2,017 | $249.6K | 0.11% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 2,018 | $249.7K | 0.21% | 00.0% | Unchanged |
| Gries Financial LLC | 2,019 | $249.9K | 0.04% | +148+7.9% | Added |
| UMA Financial Services, Inc. | 2,020 | $250.0K | 0.04% | +597+42.0% | Added |
| Canal Capital Management, LLC | 2,021 | $250.1K | 0.04% | −123−5.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 2,022 | $250.2K | 0.13% | −4−0.2% | Reduced |
| Tritonpoint Wealth, LLC | 2,023 | $250.3K | 0.02% | +71+3.6% | Added |
| Legacy Private Trust Co. | 2,025 | $250.6K | 0.01% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 2,026 | $250.7K | 0.18% | +91+4.7% | Added |
| Clearwater Capital Advisors, LLC | 2,027 | $250.8K | 0.02% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 2,035 | $251.8K | 0.08% | −16−0.8% | Reduced |
| Sunbeam Capital Management, LLC | 2,040 | $252.5K | 0.16% | +2,040 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,046 | $253.1K | 0.03% | +29+1.4% | Added |
| Shilanski & Associates, Inc. | 2,055 | $254.3K | 0.07% | +111+5.7% | Added |
| Wellspring Financial Advisors, LLC | 2,057 | $254.6K | 0.02% | 00.0% | Unchanged |
| Balance Wealth, LLC | 2,065 | $255.5K | 0.06% | +207+11.1% | Added |
| Binnacle Investments Inc | 2,065 | $255.5K | 0.15% | +332+19.2% | Added |