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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Ritter Daniher Financial Advisory LLC | 2,448 | $302.9K | 0.05% | +2+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 2,449 | $303.1K | 0.13% | +578+30.9% | Added |
| FRG Family Wealth Advisors LLC | 2,450 | $303.2K | 0.05% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 2,461 | $304.5K | 0.02% | +131+5.6% | Added |
| North Star Asset Management Inc | 2,467 | $305.3K | 0.01% | +3+0.1% | Added |
| Capula Management Ltd | 2,469 | $305.5K | 0.00% | +1,578+177.1% | Added |
| Cromwell Holdings LLC | 2,469 | $305.5K | 0.16% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 2,474 | $306.1K | 0.16% | −495−16.7% | Reduced |
| Fountainhead AM, LLC | 2,482 | $307.2K | 0.04% | −65−2.6% | Reduced |
| Lockerman Financial Group, Inc. | 2,484 | $307.4K | 0.39% | +62+2.6% | Added |
| Grandfield & Dodd, LLC | 2,485 | $307.5K | 0.02% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,490 | $308.1K | 0.03% | +250+11.2% | Added |
| M.E. Allison & Co., Inc. | 2,490 | $308.1K | 0.21% | −102−3.9% | Reduced |
| Maltin Wealth Management, Inc. | 2,500 | $309.4K | 0.13% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 2,503 | $309.7K | 0.24% | −41−1.6% | Reduced |
| Washington Trust Advisors, Inc. | 2,505 | $310.0K | 0.02% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 2,505 | $310.0K | 0.20% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 2,515 | $311.3K | 0.26% | +2,515 | New |
| Intergy Private Wealth, LLC | 2,519 | $311.7K | 0.10% | +336+15.4% | Added |
| Blossom Wealth Management | 2,530 | $313.1K | 0.51% | +85+3.5% | Added |
| Castleview Partners, LLC | 2,532 | $313.3K | 0.17% | +268+11.8% | Added |
| Hobbs Group Advisors, LLC | 2,534 | $313.6K | 0.10% | −86−3.3% | Reduced |
| Versant Capital Management, Inc | 2,540 | $314.3K | 0.04% | +53+2.1% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,546 | $315.1K | 0.11% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 2,553 | $315.9K | 0.11% | +20+0.8% | Added |
| LCM Capital Management Inc | 2,558 | $316.6K | 0.15% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 2,566 | $317.5K | 0.09% | +2,566 | New |
| Royal Capital Wealth Management, LLC | 2,568 | $317.8K | 0.19% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 2,576 | $318.8K | 0.09% | +75+3.0% | Added |
| First Nebraska Trust Co | 2,578 | $319.0K | 0.03% | 00.0% | Unchanged |
| F/M Investments LLC | 2,579 | $319.2K | 0.01% | −51−1.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 2,583 | $319.6K | 0.05% | +10.0% | Added |
| PSI Advisors, LLC | 2,583 | $319.6K | 0.08% | +100+4.0% | Added |
| Capital Advantage, Inc. | 2,589 | $320.4K | 0.05% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,589 | $320.4K | 0.05% | +117+4.7% | Added |
| J. Team Financial, Inc. | 2,591 | $320.6K | 0.33% | +2,591 | New |
| Citizens National Bank Trust Department | 2,592 | $320.8K | 0.06% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 2,592 | $320.8K | 0.06% | +2,592 | New |
| Barnes Wealth Management Group, Inc | 2,592 | $320.8K | 0.18% | +35+1.4% | Added |
| Sovran Advisors, LLC | 2,562 | $320.8K | 0.03% | +565+28.3% | Added |
| RFG - Bristol Wealth Advisors, LLC | 2,593 | $320.9K | 0.09% | −422−14.0% | Reduced |
| Univest Financial Corp | 2,594 | $321.0K | 0.02% | −289−10.0% | Reduced |
| AlTi Global, Inc. | 2,600 | $321.8K | 0.01% | +96+3.8% | Added |
| Wealth Quarterback LLC | 2,601 | $321.9K | 0.12% | +14+0.5% | Added |
| Everpar Advisors LLC | 2,601 | $321.9K | 0.13% | +496+23.6% | Added |
| White Pine Capital LLC | 2,603 | $322.1K | 0.09% | +649+33.2% | Added |
| Partnership Wealth Management, LLC | 2,612 | $323.2K | 0.25% | 00.0% | Unchanged |
| Banyan Capital Management, Inc. | 2,618 | $324.0K | 0.15% | +2,618 | New |
| Rossmore Private Capital | 2,622 | $324.4K | 0.03% | +245+10.3% | Added |
| William Allan, LLC | 2,627 | $325.1K | 0.18% | +717+37.5% | Added |
| GreatBanc Trust CO | 2,629 | $325.3K | 0.22% | +2,629 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,632 | $325.7K | 0.07% | −131−4.7% | Reduced |
| Invst, LLC | 2,632 | $325.8K | 0.04% | −176−6.3% | Reduced |
| Burns J W & Co Inc | 2,641 | $326.8K | 0.04% | −50−1.9% | Reduced |
| Kozak & Associates, Inc. | 2,611 | $326.9K | 0.06% | −45−1.7% | Reduced |
| Flow Traders U.S. LLC | 2,639 | $327.0K | 0.01% | +2,639 | New |
| Gilman Hill Asset Management, LLC | 2,645 | $327.3K | 0.05% | +750+39.6% | Added |
| Strata Wealth Advisors, LLC | 2,646 | $327.4K | 0.09% | +904+51.9% | Added |
| Allegiance Financial Group Advisory Services LLC | 2,649 | $327.8K | 0.08% | −1,327−33.4% | Reduced |
| Oxbow Advisors, LLC | 2,649 | $327.8K | 0.03% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 2,649 | $327.8K | 0.10% | +2,649 | New |
| Pallas Capital Advisors LLC | 2,656 | $328.6K | 0.01% | +67+2.6% | Added |
| Cravens & Co Advisors, LLC | 2,662 | $329.4K | 0.22% | −21−0.8% | Reduced |
| Burney Co | 2,668 | $330.2K | 0.01% | −524−16.4% | Reduced |
| Pinnacle Bancorp, Inc. | 2,671 | $330.5K | 0.10% | +602+29.1% | Added |
| Griffin Asset Management, Inc. | 2,672 | $330.6K | 0.04% | +12+0.5% | Added |
| Quest Investment Management LLC | 2,674 | $330.9K | 0.03% | +11+0.4% | Added |
| SpringVest Wealth Management LLC | 2,674 | $330.9K | 0.24% | −15−0.6% | Reduced |
| Foster Group, Inc. | 2,678 | $331.4K | 0.01% | +100+3.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,685 | $332.3K | 0.16% | −26−1.0% | Reduced |
| Sather Financial Group Inc | 2,686 | $332.4K | 0.02% | +96+3.7% | Added |
| Midland Wealth Advisors LLC | 2,692 | $333.1K | 0.02% | −339−11.2% | Reduced |
| Pflug Koory, LLC | 2,694 | $333.4K | 0.16% | +79+3.0% | Added |
| Paradigm Asset Management Co LLC | 2,700 | $334.1K | 0.08% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 2,713 | $335.7K | 0.10% | −140−4.9% | Reduced |
| Private Capital Management, LLC | 2,737 | $338.8K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2,740 | $339.1K | 0.06% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 2,740 | $339.2K | 0.13% | −20−0.7% | Reduced |
| Chelsea Counsel Co | 2,751 | $340.4K | 0.15% | +50+1.9% | Added |
| Virtue Capital Management, LLC | 11,809 | $340.5K | 0.07% | +9,784+483.2% | Added |
| Elmwood Wealth Management, Inc. | 2,753 | $340.7K | 0.12% | +133+5.1% | Added |
| Raab & Moskowitz Asset Management LLC | 2,755 | $341.0K | 0.08% | −139−4.8% | Reduced |
| Acadian Asset Management LLC | 2,761 | $341.0K | 0.00% | −3,112−53.0% | Reduced |
| Carl P. Sherr & Co., LLC | 2,761 | $341.7K | 0.16% | +40+1.5% | Added |
| Meadowbrook Wealth Management, LLC | 2,761 | $341.7K | 0.36% | +2,761 | New |
| SkyView Investment Advisors, LLC | 2,763 | $342.0K | 0.04% | +5+0.2% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,763 | $342.0K | 0.11% | +886+47.2% | Added |
| BayBridge Capital Group, LLC | 2,766 | $342.3K | 0.22% | −845−23.4% | Reduced |
| Asset Allocation & Management Company, LLC | 2,775 | $343.0K | 0.14% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,775 | $343.4K | 0.02% | −1,101−28.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,777 | $343.7K | 0.02% | +551+24.8% | Added |
| Generation Capital Management LLC | 2,785 | $344.6K | 0.25% | 00.0% | Unchanged |
| Searle & Co. | 2,786 | $344.8K | 0.09% | −1,125−28.8% | Reduced |
| Centennial Bank | 2,791 | $345.4K | 0.14% | −1,108−28.4% | Reduced |
| Forum Financial Management, LP | 2,794 | $345.8K | 0.00% | −32−1.1% | Reduced |
| Miracle Mile Advisors, LLC | 2,797 | $346.1K | 0.01% | +731+35.4% | Added |
| BIP Wealth, LLC | 2,797 | $346.1K | 0.02% | +8+0.3% | Added |
| Peachtree Investment Partners, LLC | 2,798 | $346.2K | 0.12% | +2+0.1% | Added |
| United Advisor Group, LLC | 2,805 | $347.1K | 0.05% | +499+21.6% | Added |
| Nalls Sherbakoff Group, LLC | 2,811 | $347.9K | 0.23% | +16+0.6% | Added |