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 |
|---|---|---|---|---|---|
| Meriwether Wealth & Planning, LLC | 3,225 | $399.1K | 0.23% | −104−3.1% | Reduced |
| Latitude Advisors, LLC | 3,228 | $399.5K | 0.18% | −100−3.0% | Reduced |
| Timonier Family Office, LTD. | 3,238 | $400.7K | 0.13% | +10.0% | Added |
| Pine Harbor Wealth Management, LLC | 3,239 | $400.8K | 0.13% | +2+0.1% | Added |
| CVFG LLC | 3,241 | $401.1K | 0.29% | +25+0.8% | Added |
| First Business Financial Services, Inc. | 3,248 | $401.9K | 0.04% | −90−2.7% | Reduced |
| MWA Asset Management | 3,253 | $402.6K | 0.22% | 00.0% | Unchanged |
| Cooper Financial Group | 3,264 | $403.9K | 0.04% | +583+21.7% | Added |
| Muirfield Wealth Advisors LLC | 3,272 | $404.9K | 0.30% | −92−2.7% | Reduced |
| Cladis Investment Advisory, LLC | 3,287 | $406.8K | 0.23% | 00.0% | Unchanged |
| Banco Santander, S.A. | 3,288 | $406.9K | 0.00% | +841+34.4% | Added |
| Opal Wealth Advisors, LLC | 3,294 | $407.7K | 0.11% | −14−0.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,306 | $409.2K | 0.06% | +129+4.1% | Added |
| Fiduciary Financial Group, LLC | 3,309 | $409.5K | 0.06% | +239+7.8% | Added |
| Duncker Streett & Co Inc | 3,315 | $410.2K | 0.07% | +50+1.5% | Added |
| Aspiriant, LLC | 3,341 | $413.5K | 0.01% | −62−1.8% | Reduced |
| Commonwealth Financial Services, LLC | 3,342 | $413.6K | 0.07% | +37+1.1% | Added |
| Atalanta Sosnoff Capital, LLC | 3,346 | $414.1K | 0.01% | −81−2.4% | Reduced |
| Mindset Wealth Management, LLC | 3,350 | $414.6K | 0.11% | −200−5.6% | Reduced |
| Holistic Financial Partners | 3,358 | $415.6K | 0.17% | +18+0.5% | Added |
| Perpetual Ltd | 3,363 | $416.2K | 0.01% | −2,882−46.1% | Reduced |
| Hantz Financial Services, Inc. | 3,381 | $418.0K | 0.01% | +1,117+49.3% | Added |
| OMC Financial Services LTD | 3,385 | $418.8K | 0.16% | +4+0.1% | Added |
| Beacon Investment Advisors LLC | 3,384 | $418.9K | 0.17% | +17+0.5% | Added |
| Davis R M Inc | 3,390 | $419.5K | 0.01% | −1,025−23.2% | Reduced |
| Engineers Gate Manager LP | 3,392 | $419.8K | 0.00% | −9,262−73.2% | Reduced |
| Camden Capital, LLC | 3,393 | $419.9K | 0.03% | −123−3.5% | Reduced |
| Atlas Wealth Partners, LLC | 3,407 | $421.6K | 0.43% | +250+7.9% | Added |
| Secure Asset Management, LLC | 3,453 | $422.6K | 0.07% | +14+0.4% | Added |
| North Star Investment Management Corp. | 3,427 | $424.1K | 0.03% | +237+7.4% | Added |
| USA Financial Portformulas Corp | 3,430 | $424.5K | 0.07% | −6,872−66.7% | Reduced |
| Cape Investment Advisory, Inc. | 3,430 | $424.5K | 0.42% | −4,538−57.0% | Reduced |
| Aldebaran Financial Inc. | 3,435 | $425.1K | 0.43% | −100−2.8% | Reduced |
| Asset Dedication, LLC | 3,441 | $425.8K | 0.03% | +136+4.1% | Added |
| Connable Office Inc | 3,441 | $425.8K | 0.04% | +675+24.4% | Added |
| Asset Planning,Inc | 3,443 | $426.1K | 0.31% | +6+0.2% | Added |
| Marietta Investment Partners LLC | 3,443 | $426.1K | 0.08% | −138−3.9% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,456 | $427.7K | 0.04% | +45+1.3% | Added |
| John Boyer, Inc. | 3,461 | $428.3K | 0.43% | +3,461 | New |
| CRA Financial Services, LLC | 3,467 | $429.0K | 0.06% | +91+2.7% | Added |
| YANKCOM Partnership | 3,468 | $429.2K | 0.19% | +35+1.0% | Added |
| Accel Wealth Management | 3,475 | $430.1K | 0.13% | +233+7.2% | Added |
| Bedel Financial Consulting, Inc. | 3,485 | $431.3K | 0.06% | −537−13.4% | Reduced |
| RKL Wealth Management LLC | 3,488 | $431.7K | 0.04% | +10.0% | Added |
| Drive Wealth Management, LLC | 3,492 | $432.1K | 0.09% | +332+10.5% | Added |
| Alliance Wealth Advisors, LLC | 3,510 | $434.4K | 0.22% | −5−0.1% | Reduced |
| Verus Financial Partners, Inc. | 3,517 | $435.3K | 0.04% | −31−0.9% | Reduced |
| Sandbox Financial Partners, LLC | 3,523 | $436.0K | 0.12% | +51+1.5% | Added |
| Walter & Keenan Financial Consulting Co | 3,523 | $436.0K | 0.12% | +306+9.5% | Added |
| Fiera Capital Corp | 3,526 | $436.3K | 0.00% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 3,540 | $438.1K | 0.30% | −1,197−25.3% | Reduced |
| Grove Bank & Trust | 3,542 | $438.3K | 0.05% | 00.0% | Unchanged |
| Verum Partners LLC | 3,561 | $440.7K | 0.09% | −518−12.7% | Reduced |
| Patriot Investment Management Inc. | 3,567 | $441.4K | 0.03% | −33−0.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,568 | $441.6K | 0.05% | +1,450+68.5% | Added |
| Uncommon Cents Investing LLC | 3,569 | $441.7K | 0.11% | +160+4.7% | Added |
| FLC Capital Advisors | 3,575 | $442.4K | 0.09% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 3,578 | $442.9K | 0.05% | +6+0.2% | Added |
| Investors Asset Management of Georgia Inc | 3,595 | $444.8K | 0.19% | +667+22.8% | Added |
| Landscape Capital Management, L.L.C. | 3,596 | $445.0K | 0.03% | −11,568−76.3% | Reduced |
| Focused Wealth Management, Inc | 3,597 | $445.1K | 0.05% | +1,743+94.0% | Added |
| Bayesian Capital Management, LP | 3,600 | $445.5K | 0.09% | +3,600 | New |
| Mosaic Family Wealth Partners, LLC | 3,634 | $446.3K | 0.05% | +352+10.7% | Added |
| Quad-Cities Investment Group, LLC | 3,609 | $446.6K | 0.19% | +7+0.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,611 | $446.9K | 0.04% | −150−4.0% | Reduced |
| Baron Wealth Management LLC | 3,616 | $447.5K | 0.15% | +420+13.1% | Added |
| Lake Street Financial LLC | 3,617 | $447.6K | 0.06% | −100−2.7% | Reduced |
| Campion Asset Management LLC | 3,629 | $449.1K | 0.32% | −186−4.9% | Reduced |
| Birchcreek Wealth Management, LLC | 3,635 | $449.8K | 0.23% | 00.0% | Unchanged |
| First Western Trust Bank | 3,637 | $450.1K | 0.02% | −14−0.4% | Reduced |
| Xcel Wealth Management, LLC | 3,647 | $451.4K | 0.12% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 3,650 | $452.0K | 0.10% | +34+0.9% | Added |
| Genesis Private Wealth, LLC | 3,655 | $452.3K | 0.19% | −70−1.9% | Reduced |
| Broadwater Capital Management LLC | 3,666 | $453.7K | 0.33% | −428,922−99.2% | Reduced |
| Harold Davidson & Associates Inc. | 3,674 | $454.7K | 0.21% | +718+24.3% | Added |
| Ferguson Wellman Capital Management, Inc | 3,683 | $455.8K | 0.01% | −52−1.4% | Reduced |
| Absher Wealth Management, LLC | 3,689 | $456.5K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,699 | $457.8K | 0.07% | −27−0.7% | Reduced |
| Objectivity Squared, LLC | 3,722 | $460.6K | 0.27% | +2+0.1% | Added |
| Aspen Grove Capital, LLC | 3,722 | $460.7K | 0.08% | −416−10.1% | Reduced |
| Denali Advisors LLC | 3,732 | $461.8K | 0.05% | +3,732 | New |
| Fortress Wealth Group, LLC | 3,729 | $463.5K | 0.20% | +1,007+37.0% | Added |
| Krilogy Financial LLC | 3,751 | $464.2K | 0.02% | +3,751 | New |
| Sawgrass Asset Management LLC | 3,754 | $464.6K | 0.06% | +586+18.5% | Added |
| Mayfair Advisory Group, LLC | 3,760 | $465.3K | 0.20% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 3,763 | $465.7K | 0.07% | +171+4.8% | Added |
| Live Oak Investment Partners | 3,765 | $465.9K | 0.31% | +775+25.9% | Added |
| King Wealth | 3,766 | $466.0K | 0.06% | −8−0.2% | Reduced |
| Wright Investors Service Inc | 3,771 | $466.7K | 0.14% | −226−5.7% | Reduced |
| Garner Asset Management Corp | 3,795 | $469.7K | 0.19% | +201+5.6% | Added |
| Conning Inc. | 3,809 | $471.4K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,817 | $472.4K | 0.01% | −334−8.0% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,818 | $472.5K | 0.01% | −29−0.8% | Reduced |
| Indie Asset Partners, LLC | 3,819 | $472.6K | 0.63% | +3,819 | New |
| Quotient Wealth Partners, LLC | 3,831 | $474.0K | 0.01% | +336+9.6% | Added |
| NCM Capital Management, LLC | 3,831 | $474.1K | 0.18% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 3,849 | $476.3K | 0.13% | +1,583+69.9% | Added |
| Interchange Capital Partners, LLC | 3,858 | $477.4K | 0.09% | +929+31.7% | Added |
| Reynders McVeigh Capital Management, LLC | 3,867 | $479.0K | 0.02% | −181−4.5% | Reduced |
| Wendell David Associates Inc | 3,873 | $479.0K | 0.05% | 00.0% | Unchanged |