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 |
|---|---|---|---|---|---|
| Pioneer Trust Bank N A | 2,066 | $255.7K | 0.06% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 2,066 | $255.7K | 0.00% | +238+13.0% | Added |
| Financial Consulate, Inc | 2,068 | $256.0K | 0.04% | +2,068 | New |
| Peddock Capital Advisors, LLC | 2,075 | $256.8K | 0.06% | 00.0% | Unchanged |
| bLong Financial, LLC | 2,084 | $257.9K | 0.18% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 2,085 | $258.0K | 0.01% | −96−4.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,090 | $258.6K | 0.17% | +161+8.3% | Added |
| Tucker Asset Management LLC | 2,091 | $258.8K | 0.08% | −69−3.2% | Reduced |
| Optimize Financial Inc | 2,092 | $258.9K | 0.13% | −77−3.6% | Reduced |
| Winthrop Advisory Group LLC | 2,100 | $259.9K | 0.02% | −17−0.8% | Reduced |
| Abound Financial, LLC | 2,101 | $260.0K | 0.10% | +15+0.7% | Added |
| Longboard Asset Management, LP | 2,101 | $260.0K | 0.42% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,105 | $260.5K | 0.05% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 2,108 | $260.9K | 0.08% | +150+7.7% | Added |
| Eisler Capital Management Ltd. | 2,123 | $261.1K | 0.01% | +1,776+511.8% | Added |
| Onefund, LLC | 2,113 | $261.5K | 0.17% | +83+4.1% | Added |
| DGS Capital Management, LLC | 2,118 | $262.2K | 0.05% | +339+19.1% | Added |
| Essex Investment Management Co LLC | 2,122 | $262.6K | 0.04% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 2,126 | $263.1K | 0.02% | +2,126 | New |
| RIA Advisory Group LLC | 2,135 | $264.2K | 0.07% | +2,135 | New |
| Signet Financial Management, LLC | 2,135 | $264.2K | 0.03% | +408+23.6% | Added |
| Hilltop National Bank | 2,137 | $264.5K | 0.07% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,139 | $264.7K | 0.08% | +8+0.4% | Added |
| Smithfield Trust Co | 2,156 | $266.0K | 0.01% | −66−3.0% | Reduced |
| Auxano Advisors, LLC | 2,152 | $266.3K | 0.06% | +3+0.1% | Added |
| Obsidian Personal Planning Solutions LLC | 2,154 | $267.7K | 0.09% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,164 | $268.0K | 0.08% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2,182 | $270.0K | 0.04% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 2,182 | $270.0K | 0.06% | −81−3.6% | Reduced |
| Capital Planning Advisors, LLC | 2,184 | $270.3K | 0.04% | −6−0.3% | Reduced |
| Joel Adams & Associates, Inc. | 2,189 | $270.9K | 0.22% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 2,201 | $272.4K | 0.14% | 00.0% | Unchanged |
| Ewa, LLC | 2,203 | $272.6K | 0.08% | +82+3.9% | Added |
| tru Independence LLC | 2,207 | $273.1K | 0.07% | +184+9.1% | Added |
| Clark Financial Services Group Inc | 2,218 | $274.5K | 0.15% | +282+14.6% | Added |
| Chilton Investment Co LLC | 2,219 | $274.6K | 0.01% | +2,219 | New |
| Perennial Investment Advisors, LLC | 2,223 | $275.1K | 0.02% | +87+4.1% | Added |
| FSB Premier Wealth Management, Inc. | 2,224 | $275.2K | 0.09% | +7+0.3% | Added |
| M. Kraus & Co | 2,229 | $275.9K | 0.08% | 00.0% | Unchanged |
| City State Bank | 2,232 | $276.2K | 0.08% | +15+0.7% | Added |
| Kennebec Savings Bank | 2,235 | $276.6K | 0.25% | −25−1.1% | Reduced |
| Manske Wealth Management | 2,240 | $277.3K | 0.09% | +10.0% | Added |
| Van Cleef Asset Management,Inc | 2,249 | $278.3K | 0.03% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 2,256 | $279.2K | 0.01% | −355−13.6% | Reduced |
| Slagle Financial, LLC | 2,269 | $280.8K | 0.10% | +19+0.8% | Added |
| Joule Financial, LLC | 2,269 | $280.8K | 0.08% | −126−5.3% | Reduced |
| Klingman & Associates, LLC | 2,270 | $280.9K | 0.01% | +2,270 | New |
| Gleason Group, Inc. | 2,278 | $281.9K | 0.03% | +19+0.8% | Added |
| Severin Investments, LLC | 2,280 | $282.1K | 0.25% | +25+1.1% | Added |
| Buttonwood Financial Advisors Inc. | 2,286 | $282.8K | 0.10% | −40−1.7% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,291 | $283.5K | 0.17% | 00.0% | Unchanged |
| Warm Springs Advisors Inc. | 2,291 | $283.5K | 0.22% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,297 | $284.3K | 0.16% | −72−3.0% | Reduced |
| Mainsail Asset Management, LLC | 2,301 | $284.7K | 0.12% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 2,416 | $285.0K | 0.02% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 2,307 | $285.5K | 0.08% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 2,311 | $286.0K | 0.14% | +156+7.2% | Added |
| Consolidated Portfolio Review Corp | 2,312 | $286.1K | 0.04% | −2−0.1% | Reduced |
| First United Bank Trust | 2,327 | $288.0K | 0.09% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,328 | $288.1K | 0.08% | +12+0.5% | Added |
| Alternative Investment Advisors, LLC. | 2,329 | $288.2K | 0.13% | −68−2.8% | Reduced |
| Weatherly Asset Management L. P. | 2,329 | $288.3K | 0.02% | −66−2.8% | Reduced |
| Partners Wealth Management, LLC | 2,330 | $288.3K | 0.28% | −83−3.4% | Reduced |
| Ellis Investment Partners, LLC | 2,331 | $288.5K | 0.05% | −623−21.1% | Reduced |
| KFG Wealth Management, LLC | 2,333 | $288.8K | 0.04% | +2,333 | New |
| Cottage Street Advisors LLC | 2,334 | $288.8K | 0.12% | +2,334 | New |
| Cornerstone Management, Inc. | 2,340 | $289.6K | 0.05% | +3+0.1% | Added |
| Front Row Advisors LLC | 2,342 | $289.8K | 0.10% | 00.0% | Unchanged |
| Curat Global, LLC | 2,357 | $291.1K | 0.27% | +3+0.1% | Added |
| Litman Gregory Asset Management LLC | 2,353 | $291.2K | 0.02% | +2,353 | New |
| Cardiff Park Advisors, LLC | 2,354 | $291.3K | 0.02% | +2,354 | New |
| Sunpointe, LLC | 2,355 | $291.4K | 0.11% | +7+0.3% | Added |
| Inscription Capital, LLC | 2,359 | $291.9K | 0.03% | +190+8.8% | Added |
| Cultivar Capital, Inc. | 2,361 | $292.2K | 0.19% | +126+5.6% | Added |
| Capital Performance Advisors LLP | 2,362 | $292.3K | 0.05% | +484+25.8% | Added |
| Traynor Capital Management, Inc. | 2,364 | $292.6K | 0.02% | +2,364 | New |
| Miller Financial Services LLC | 2,373 | $293.6K | 0.34% | +2+0.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,380 | $294.0K | 0.11% | +15+0.6% | Added |
| Gateway Wealth Partners, LLC | 2,378 | $294.2K | 0.04% | +62+2.7% | Added |
| First Financial Bankshares Inc | 2,378 | $294.3K | 0.01% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,379 | $294.4K | 0.11% | +7+0.3% | Added |
| Kraematon Investment Advisors, Inc | 2,382 | $294.8K | 0.25% | +16+0.7% | Added |
| Sentinus, LLC | 2,409 | $298.1K | 0.06% | +28+1.2% | Added |
| VisionPoint Advisory Group, LLC | 2,412 | $298.5K | 0.06% | +147+6.5% | Added |
| South Plains Financial, Inc. | 2,415 | $298.9K | 0.19% | +1,496+162.8% | Added |
| Cozad Asset Management Inc | 2,416 | $299.0K | 0.02% | 00.0% | Unchanged |
| Apriem Advisors | 2,416 | $299.0K | 0.03% | +16+0.7% | Added |
| Sentry Investment Management LLC | 2,385 | $299.0K | 0.20% | +117+5.2% | Added |
| Diversified Enterprises, LLC | 2,417 | $299.1K | 0.02% | +10.0% | Added |
| Howard Wealth Management, LLC | 2,417 | $299.2K | 0.14% | +8+0.3% | Added |
| Rexford Capital Inc | 2,418 | $299.2K | 0.23% | +67+2.8% | Added |
| Lokken Investment Group LLC | 2,422 | $299.7K | 0.10% | +10.0% | Added |
| Total Clarity Wealth Management, Inc. | 2,422 | $299.8K | 0.08% | +131+5.7% | Added |
| Red Wave Investments LLC | 2,423 | $299.8K | 0.09% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,424 | $299.9K | 0.07% | +237+10.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,431 | $300.8K | 0.03% | +25+1.0% | Added |
| 111 Capital | 2,436 | $301.5K | 0.06% | −361−12.9% | Reduced |
| Tradition Wealth Management, LLC | 2,438 | $301.6K | 0.02% | +39+1.6% | Added |
| FDx Advisors, Inc. | 2,428 | $302.0K | 0.09% | +30+1.3% | Added |
| Schonfeld Strategic Advisors LLC | 2,444 | $302.4K | 0.00% | −4,085−62.6% | Reduced |