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 |
|---|---|---|---|---|---|
| Titleist Asset Management, LLC | 2,813 | $348.1K | 0.03% | −24−0.8% | Reduced |
| Legacy Trust | 2,820 | $349.0K | 0.07% | +2,820 | New |
| World Equity Group, Inc. | 2,821 | $349.1K | 0.08% | −502−15.1% | Reduced |
| NorthStar Asset Management LLC | 2,822 | $349.2K | 0.17% | +14+0.5% | Added |
| Leigh Baldwin & Co., LLC | 2,824 | $349.5K | 0.20% | +217+8.3% | Added |
| Salvus Wealth Management, LLC | 2,826 | $349.7K | 0.20% | +491+21.0% | Added |
| Wealthcare Capital Partners, LLC | 2,829 | $350.1K | 0.16% | +7+0.2% | Added |
| IFC Advisors LLC | 2,839 | $351.3K | 0.06% | −995−26.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 2,844 | $352.0K | 0.06% | −13−0.5% | Reduced |
| Triad Wealth Partners, LLC | 2,848 | $352.4K | 0.05% | +658+30.0% | Added |
| West Chester Capital Advisors, Inc | 2,852 | $352.9K | 0.18% | −20−0.7% | Reduced |
| Alpine Bank Wealth Management | 2,852 | $352.9K | 0.05% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 2,858 | $353.0K | 0.12% | 00.0% | Unchanged |
| Holcombe Financial, Inc. | 2,853 | $353.1K | 0.25% | 00.0% | Unchanged |
| Mason & Associates, LLC | 2,995 | $353.4K | 0.09% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,858 | $353.7K | 0.10% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 2,858 | $353.7K | 0.30% | 00.0% | Unchanged |
| Prostatis Group LLC | 2,860 | $353.9K | 0.09% | −103−3.5% | Reduced |
| Adams Wealth Management | 2,865 | $354.5K | 0.08% | −458−13.8% | Reduced |
| CacheTech Inc. | 2,865 | $354.5K | 0.07% | −458−13.8% | Reduced |
| Monticello Wealth Management, LLC | 2,973 | $354.9K | 0.02% | +686+30.0% | Added |
| Uniting Wealth Partners, LLC | 2,869 | $355.0K | 0.08% | +882+44.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,872 | $355.4K | 0.00% | +7+0.2% | Added |
| Shayne & Co., LLC | 2,882 | $356.6K | 0.11% | −20−0.7% | Reduced |
| Richardson Financial Services Inc. | 2,882 | $356.7K | 0.22% | +279+10.7% | Added |
| Magnolia Capital Advisors LLC | 2,889 | $357.5K | 0.09% | −182−5.9% | Reduced |
| New Hampshire Trust | 2,897 | $358.5K | 0.07% | −229−7.3% | Reduced |
| Sequent Asset Management, LLC | 2,918 | $361.1K | 0.17% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,922 | $361.6K | 0.06% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 2,922 | $361.6K | 0.02% | +858+41.6% | Added |
| Chiron Capital Management, LLC | 2,924 | $361.8K | 0.31% | −794−21.4% | Reduced |
| Financial Symmetry Inc | 2,939 | $363.7K | 0.16% | +52+1.8% | Added |
| Van Strum & Towne Inc. | 2,939 | $363.7K | 0.11% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 2,939 | $363.7K | 0.22% | −66−2.2% | Reduced |
| Lloyd Advisory Services, LLC. | 2,944 | $364.2K | 0.17% | +476+19.3% | Added |
| Revolve Wealth Partners, LLC | 2,953 | $365.5K | 0.04% | +117+4.1% | Added |
| Beirne Wealth Consulting Services, LLC | 2,953 | $365.5K | 0.09% | +414+16.3% | Added |
| MKT Advisors LLC | 2,988 | $365.7K | 0.14% | −177−5.6% | Reduced |
| Acorns Advisers, LLC | 2,955 | $366.0K | 0.00% | +490+19.9% | Added |
| D'Orazio & Associates, Inc. | 2,970 | $367.5K | 0.05% | +249+9.2% | Added |
| Clear Creek Financial Management, LLC | 2,978 | $368.6K | 0.03% | +632+26.9% | Added |
| CFO4Life Group, LLC | 2,979 | $368.7K | 0.05% | −18−0.6% | Reduced |
| Acorn Financial Advisory Services Inc | 2,986 | $369.5K | 0.06% | −54−1.8% | Reduced |
| Centurion Wealth Management LLC | 2,991 | $370.2K | 0.08% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 3,000 | $371.3K | 0.06% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,002 | $371.5K | 0.19% | −127−4.1% | Reduced |
| Texas Bank & Trust Co | 3,008 | $372.2K | 0.14% | −73−2.4% | Reduced |
| JB Capital LLC | 3,011 | $372.6K | 0.02% | −33−1.1% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,021 | $373.0K | 0.27% | +10+0.3% | Added |
| Heartwood Wealth Advisors LLC | 3,021 | $373.8K | 0.03% | 00.0% | Unchanged |
| May Hill Capital, LLC | 3,022 | $374.0K | 0.11% | +141+4.9% | Added |
| Moss Adams Wealth Advisors LLC | 3,028 | $374.8K | 0.03% | +17+0.6% | Added |
| Berkshire Asset Management LLC | 3,030 | $374.9K | 0.02% | +138+4.8% | Added |
| Novem Group | 3,034 | $375.5K | 0.04% | +5+0.2% | Added |
| First Heartland Consultants, Inc. | 3,038 | $375.9K | 0.03% | +39+1.3% | Added |
| Cascade Investment Group, Inc. | 3,039 | $376.1K | 0.25% | +29+1.0% | Added |
| Bestgate Wealth Advisors, LLC | 3,040 | $376.2K | 0.66% | −158−4.9% | Reduced |
| Rosenberg Matthew Hamilton | 3,040 | $376.2K | 0.08% | 00.0% | Unchanged |
| Charter Capital Management, LLC | 3,042 | $376.4K | 0.20% | 00.0% | Unchanged |
| Baker Boyer National Bank | 3,042 | $376.4K | 0.13% | −137−4.3% | Reduced |
| Exchange Bank | 3,045 | $376.8K | 0.26% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,051 | $377.5K | 0.14% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,056 | $378.2K | 0.18% | 00.0% | Unchanged |
| LSP Investment Advisors, LLC | 3,060 | $378.7K | 0.23% | 00.0% | Unchanged |
| Waycross Partners, LLC | 3,061 | $378.8K | 0.03% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 3,068 | $379.6K | 0.05% | +480+18.5% | Added |
| Means Investment Co., Inc. | 3,079 | $381.0K | 0.03% | −64−2.0% | Reduced |
| Syntegra Private Wealth Group, LLC | 3,086 | $381.9K | 0.04% | −131−4.1% | Reduced |
| MCF Advisors LLC | 3,096 | $383.1K | 0.02% | +40+1.3% | Added |
| Westhampton Capital, LLC | 3,097 | $383.3K | 0.19% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3,105 | $384.2K | 0.08% | −34−1.1% | Reduced |
| Norris Perne & French LLP | 3,116 | $385.6K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,119 | $386.0K | 0.03% | +109+3.6% | Added |
| Market Street Wealth Management Advisors LLC | 3,121 | $386.2K | 0.06% | +43+1.4% | Added |
| Summit Asset Management, LLC | 3,139 | $388.5K | 0.06% | −36−1.1% | Reduced |
| Channel Wealth LLC | 3,139 | $388.5K | 0.10% | +22+0.7% | Added |
| Fagan Associates, Inc. | 3,150 | $389.8K | 0.05% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,152 | $390.1K | 0.01% | −165−5.0% | Reduced |
| Spears Abacus Advisors LLC | 3,157 | $390.7K | 0.01% | +45+1.4% | Added |
| Marathon Capital Management | 3,162 | $391.3K | 0.09% | −10−0.3% | Reduced |
| BKM Wealth Management, LLC | 3,163 | $391.5K | 0.14% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 3,164 | $391.5K | 0.05% | +3+0.1% | Added |
| Onyx Bridge Wealth Group LLC | 3,167 | $391.9K | 0.04% | +363+12.9% | Added |
| 44 Wealth Management LLC | 3,167 | $391.9K | 0.13% | 00.0% | Unchanged |
| Signal Advisors Wealth, LLC | 3,168 | $392.0K | 0.04% | −4,567−59.0% | Reduced |
| Beaton Management Co. Inc. | 3,171 | $392.0K | 0.18% | 00.0% | Unchanged |
| CNB Bank | 3,169 | $392.2K | 0.16% | +208+7.0% | Added |
| First Citizens Financial Corp | 3,172 | $392.5K | 0.19% | 00.0% | Unchanged |
| Choate Investment Advisors | 3,176 | $393.0K | 0.01% | −1,138−26.4% | Reduced |
| Fairvoy Private Wealth, LLC | 3,188 | $394.5K | 0.09% | −150−4.5% | Reduced |
| Fourth Dimension Wealth, LLC | 3,191 | $394.9K | 0.15% | +1,849+137.8% | Added |
| Kathmere Capital Management, LLC | 3,201 | $396.1K | 0.03% | +477+17.5% | Added |
| CWS Financial Advisors, LLC | 3,202 | $396.2K | 0.11% | +152+5.0% | Added |
| Charles Schwab Trust Co | 3,212 | $397.5K | 0.03% | −1,328−29.3% | Reduced |
| Capital Asset Advisory Services LLC | 3,214 | $397.7K | 0.02% | −282−8.1% | Reduced |
| Cim Investment Mangement Inc | 3,215 | $397.9K | 0.11% | −3,293−50.6% | Reduced |
| Jackson Wealth Management, LLC | 3,214 | $398.0K | 0.04% | +171+5.6% | Added |
| Boston Trust Walden Corp | 3,218 | $398.2K | 0.00% | +300+10.3% | Added |
| William B. Walkup & Associates, Inc. | 3,224 | $399.0K | 0.21% | −2−0.1% | Reduced |
| L.M. Kohn & Company | 3,225 | $399.1K | 0.48% | −3,475−51.9% | Reduced |