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 |
|---|---|---|---|---|---|
| Bank Julius Baer & Co. Ltd, Zurich | 181,900 | $22.5M | 0.06% | +6,020+3.4% | Added |
| Credit Agricole S A | 181,783 | $22.5M | 0.07% | +181,783 | New |
| Wiley Bros.-Aintree Capital, LLC | 181,781 | $22.5M | 0.14% | +20,995+13.1% | Added |
| IFM Investors Pty Ltd | 182,367 | $22.4M | 0.20% | −1,981−1.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 179,489 | $22.2M | 0.13% | +16,401+10.1% | Added |
| Calamos Advisors LLC | 178,657 | $22.1M | 0.09% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 178,008 | $22.0M | 0.24% | −4,531−2.5% | Reduced |
| Royal London Asset Management Ltd | 177,127 | $21.9M | 0.05% | −25,307−12.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 175,000 | $21.7M | 0.16% | +10,000+6.1% | Added |
| iA Global Asset Management Inc. | 172,690 | $21.4M | 0.29% | +60,201+53.5% | Added |
| NorthCrest Asset Manangement, LLC | 169,806 | $21.3M | 0.51% | +1,874+1.1% | Added |
| Clarity Financial LLC | 172,067 | $21.3M | 2.11% | +3,699+2.2% | Added |
| Kestra Advisory Services, LLC | 171,174 | $21.2M | 0.10% | −3,005−1.7% | Reduced |
| Silvercrest Asset Management Group LLC | 166,924 | $20.7M | 0.14% | +48,745+41.2% | Added |
| Retirement Systems of Alabama | 165,881 | $20.5M | 0.07% | −903−0.5% | Reduced |
| Wesbanco Bank Inc | 161,523 | $20.0M | 0.56% | +75,311+87.4% | Added |
| Brinker Capital Investments, LLC | 161,013 | $19.9M | 0.15% | +10.0% | Added |
| Citadel Advisors LLC | 160,439 | $19.9M | 0.02% | +160,439 | New |
| Willis Investment Counsel | 160,282 | $19.8M | 1.08% | +10,300+6.9% | Added |
| Tiaa Trust, National Association | 159,156 | $19.7M | 0.05% | −200−0.1% | Reduced |
| Worldquant Millennium Advisors LLC | 156,289 | $19.3M | 0.08% | +35,911+29.8% | Added |
| Bruce & Co., Inc. | 155,816 | $19.3M | 5.97% | −20,000−11.4% | Reduced |
| SIR Capital Management, L.P. | 154,784 | $19.2M | 1.72% | +15,560+11.2% | Added |
| Laurel Wealth Advisors LLC | 153,737 | $19.0M | 2.66% | +4,001+2.7% | Added |
| Woodmont Investment Counsel LLC | 153,083 | $18.9M | 1.25% | −19,315−11.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 152,274 | $18.8M | 0.47% | +21,592+16.5% | Added |
| Amalgamated Bank | 150,970 | $18.7M | 0.13% | −2,448−1.6% | Reduced |
| Oppenheimer & Co Inc | 150,426 | $18.6M | 0.23% | +12,677+9.2% | Added |
| Two Sigma Investments, LP | 150,178 | $18.6M | 0.03% | −75,211−33.4% | Reduced |
| Canal Insurance CO | 150,166 | $18.6M | 3.96% | 00.0% | Unchanged |
| Adams Diversified Equity Fund, Inc. | 150,000 | $18.6M | 0.63% | 00.0% | Unchanged |
| Synovus Financial Corp | 149,310 | $18.5M | 0.21% | +7,494+5.3% | Added |
| Vestcor Inc | 145,188 | $18.0M | 0.54% | +11,693+8.8% | Added |
| QRG Capital Management, Inc. | 143,916 | $17.8M | 0.22% | −71,377−33.2% | Reduced |
| Cadinha & Co LLC | 143,748 | $17.8M | 2.42% | +8,113+6.0% | Added |
| ARS Wealth Advisors Group, LLC | 143,248 | $17.7M | 1.75% | +2,456+1.7% | Added |
| Wealthfront Advisers LLC | 138,315 | $17.1M | 0.04% | +12,767+10.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 138,360 | $17.1M | 0.03% | +12,376+9.8% | Added |
| CWA Asset Management Group, LLC | 137,891 | $17.1M | 0.63% | +4,108+3.1% | Added |
| Independent Advisor Alliance | 136,684 | $16.9M | 0.44% | +1,402+1.0% | Added |
| Colonial Trust Advisors | 136,240 | $16.9M | 1.30% | +263+0.2% | Added |
| ProShare Advisors LLC | 134,838 | $16.7M | 0.03% | −3,254−2.4% | Reduced |
| Cinctive Capital Management LP | 134,763 | $16.7M | 0.83% | −44,208−24.7% | Reduced |
| Nissay Asset Management Corp | 132,634 | $16.4M | 0.09% | −11,703−8.1% | Reduced |
| Fayez Sarofim & Co | 132,152 | $16.4M | 0.04% | +1,712+1.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 129,879 | $16.1M | 0.06% | −7,231−5.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 129,742 | $16.1M | 0.01% | +6,380+5.2% | Added |
| Midwest Trust Co | 129,688 | $16.0M | 0.21% | +830+0.6% | Added |
| JustInvest LLC | 128,860 | $16.0M | 0.16% | +8,092+6.7% | Added |
| Utah Retirement Systems | 128,562 | $15.9M | 0.15% | +1,203+0.9% | Added |
| South Dakota Investment Council | 126,241 | $15.6M | 0.30% | −9,345−6.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 125,095 | $15.5M | 0.12% | +6,895+5.8% | Added |
| Beck Mack & Oliver LLC | 125,065 | $15.5M | 0.28% | −900−0.7% | Reduced |
| USS Investment Management Ltd | 124,291 | $15.4M | 0.07% | 00.0% | Unchanged |
| Randolph Co Inc | 122,067 | $15.1M | 1.47% | +1,324+1.1% | Added |
| Guardian Partners Inc. | 123,153 | $15.1M | 1.28% | −629−0.5% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 121,138 | $15.0M | 1.02% | +1,282+1.1% | Added |
| Brookstone Capital Management | 120,496 | $14.9M | 0.18% | −4,492−3.6% | Reduced |
| United Capital Management of KS, Inc. | 117,297 | $14.5M | 1.97% | +117,297 | New |
| Azimuth Capital Investment Management LLC | 116,696 | $14.4M | 0.52% | −677−0.6% | Reduced |
| Xponance, Inc. | 116,196 | $14.4M | 0.11% | −8,103−6.5% | Reduced |
| Oak Grove Capital LLC | 114,750 | $14.2M | 3.07% | −13,400−10.5% | Reduced |
| Stonebridge Capital Advisors LLC | 114,703 | $14.2M | 1.01% | +153+0.1% | Added |
| Edgestream Partners, L.P. | 114,532 | $14.2M | 0.41% | +35,812+45.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 114,466 | $14.2M | 0.11% | +2,126+1.9% | Added |
| British Columbia Investment Management Corp | 111,841 | $13.8M | 0.08% | −10,416−8.5% | Reduced |
| CIBC Bancorp USA Inc. | 111,430 | $13.8M | 0.08% | +111,430 | New |
| Boyer & Corporon Wealth Management, LLC | 109,510 | $13.6M | 4.06% | +4,321+4.1% | Added |
| Susquehanna International Group, LLP | 109,446 | $13.5M | 0.02% | −18,936−14.7% | Reduced |
| Yousif Capital Management, LLC | 108,636 | $13.4M | 0.14% | −7,396−6.4% | Reduced |
| Pathstone Holdings, LLC | 108,078 | $13.4M | 0.05% | +2,840+2.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 108,033 | $13.4M | 0.04% | +6,776+6.7% | Added |
| Assetmark, Inc | 107,894 | $13.4M | 0.03% | +23,736+28.2% | Added |
| United Asset Strategies, Inc. | 107,596 | $13.3M | 1.07% | +1,994+1.9% | Added |
| Oak Harvest Investment Services | 107,053 | $13.2M | 1.55% | +3,695+3.6% | Added |
| New York Life Investment Management LLC | 105,648 | $13.1M | 0.11% | −138−0.1% | Reduced |
| FineMark National Bank & Trust | 104,019 | $12.9M | 0.42% | +1,863+1.8% | Added |
| NEOS Investment Management LLC | 103,402 | $12.8M | 0.10% | +32,059+44.9% | Added |
| Woodline Partners LP | 102,772 | $12.7M | 0.06% | +18,698+22.2% | Added |
| Aventail Capital Group, LP | 100,000 | $12.4M | 0.59% | −388,341−79.5% | Reduced |
| CCM Investment Advisers LLC | 99,823 | $12.4M | 1.22% | +1,411+1.4% | Added |
| Bogart Wealth, LLC | 99,663 | $12.3M | 0.50% | −1,226−1.2% | Reduced |
| Bank of Nova Scotia | 99,518 | $12.3M | 0.02% | −117,385−54.1% | Reduced |
| Hennessy Advisors Inc | 99,487 | $12.3M | 0.43% | −14,900−13.0% | Reduced |
| Reaves W H & Co Inc | 99,459 | $12.3M | 0.22% | +91,295+1,118.3% | Added |
| Public Employees Retirement Association of Colorado | 99,390 | $12.3M | 0.05% | −1,833−1.8% | Reduced |
| Kettle Hill Capital Management, LLC | 99,258 | $12.3M | 2.76% | −22,543−18.5% | Reduced |
| Martingale Asset Management L P | 99,122 | $12.3M | 0.31% | +89,229+901.9% | Added |
| Lowe Brockenbrough & Co Inc | 98,583 | $12.2M | 0.63% | +2,815+2.9% | Added |
| Greenland Capital Management LP | 98,540 | $12.2M | 1.79% | −73,034−42.6% | Reduced |
| Strategic Wealth Designers | 97,609 | $12.1M | 1.02% | +93,967+2,580.1% | Added |
| First Citizens Bank & Trust Co | 96,574 | $12.0M | 0.26% | −3,013−3.0% | Reduced |
| Blair William & Co | 96,299 | $11.9M | 0.03% | +2,854+3.1% | Added |
| Panagora Asset Management Inc | 95,817 | $11.9M | 0.05% | −68,868−41.8% | Reduced |
| Virginia Retirement Systems Et Al | 93,900 | $11.6M | 0.08% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 93,766 | $11.6M | 1.80% | +10,580+12.7% | Added |
| Biondo Investment Advisors, LLC | 93,677 | $11.6M | 1.45% | +904+1.0% | Added |
| Warren Averett Asset Management, LLC | 93,645 | $11.6M | 0.12% | +5,484+6.2% | Added |
| Linscomb & Williams, Inc. | 91,427 | $11.3M | 0.49% | +1,399+1.6% | Added |
| Janney Capital Management LLC | 91,313 | $11.3M | 0.70% | −1,496−1.6% | Reduced |