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Livermore
Livermore
ZHEN

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.

Other share classesDUKBDUKUDUK.PA

13F holders, Q4 2025

Institutional positions in Duke Energy CORP as of Dec 31, 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
2,400
+115 vs. Q3 2025
Shares held
536.9M
+5.52M (+1.0%) vs. Q3 2025
Total value
$62.9B
−$2.85B (−4.3%) vs. Q3 2025
New holders
264
1,008 more added
Sold out
149
828 more reduced

47 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 2,400 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ4 2025: $62.9B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q3 2025.

Institutions holding DUK in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Reflection Asset Management0$10.00%0New
ROSS\JOHNSON & Associates LLC1$1170.00%+1New
Arcadia Investment Management Corp1$1180.00%+1New
HFM Investment Advisors, LLC5$5870.00%−2−28.6%Reduced
Atlantic Private Wealth, LLC5$5910.00%+5New
Y.D. More Investments Ltd1,841$6760.00%+822+80.7%Added
Quattro Advisors LLC6$7120.00%+6New
Atlas Capital Advisors LLC7$8200.00%+7New
Gunpowder Capital Management, LLC dba Oliver Wealth Management7$8200.00%+7New
Picton Mahoney Asset Management10$1.17K0.00%00.0%Unchanged
Strive Financial Group ,LLC10$1.17K0.00%+10New
Valued Wealth Advisors LLC12$1.45K0.00%+2+20.0%Added
Merited Wealth, LLC15$1.76K0.00%+15New
Mountain Hill Investment Partners Corp.16$1.82K0.00%+1+6.7%Added
Osbon Capital Management LLC16$1.88K0.00%+16New
Curio Wealth, LLC17$2.00K0.00%+17New
Strengthening Families & Communities, LLC18$2.12K0.00%+5+38.5%Added
1015 Capital Partners, LLC22$2.58K0.00%+22New
Rialto Wealth Management, LLC24$2.81K0.00%−3−11.1%Reduced
Minot DeBlois Advisors LLC25$2.93K0.00%00.0%Unchanged
Fairway Wealth LLC25$2.93K0.00%+25New
Winnow Wealth LLC25$2.95K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd23$3.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.26$3.05K0.00%−30−53.6%Reduced
Clayton Financial Group LLC26$3.05K0.00%+26New
Inlight Wealth Management, LLC30$3.52K0.00%00.0%Unchanged
JDM Financial Group LLC30$3.52K0.00%+30New
Team Financial Group, LLC31$3.59K0.00%+1+3.3%Added
Networth Advisors, LLC31$3.63K0.00%+31New
GPS Wealth Strategies Group, LLC32$3.75K0.00%−927−96.7%Reduced
Consultiva Wealth Management, Corp.34$3.98K0.01%00.0%Unchanged
IFC & Insurance Marketing, Inc.36$4.00K0.00%+36New
HighMark Wealth Management LLC37$4.34K0.00%00.0%Unchanged
O'Domhnaill Enterprises, Inc.38$4.45K0.00%+38New
DecisionPoint Financial, LLC39$4.57K0.00%+25+178.6%Added
Carolina Wealth Advisors, LLC40$4.69K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC40$4.69K0.00%+4+11.1%Added
Clean Yield Group42$4.92K0.00%00.0%Unchanged
Quaker Wealth Management, LLC42$4.92K0.00%+26+162.5%Added
Ogorek Anthony Joseph45$5.00K0.00%−47−51.1%Reduced
E Fund Management (Hong Kong) Co., Ltd.42$5.02K0.00%+37+740.0%Added
PayPay Securities Corp43$5.04K0.15%+9+26.5%Added
Thompson Investment Management, Inc.44$5.16K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC48$5.63K0.00%+15+45.5%Added
Three Bearings Fiduciary Advisors, Inc.47$5.70K0.01%+47New
Ameliora Wealth Management Ltd.50$5.86K0.00%00.0%Unchanged
Clark Wealth Partners50$5.86K0.00%00.0%Unchanged
Granite FO LLC50$5.86K0.00%00.0%Unchanged
Transce3nd, LLC50$6.01K0.05%−2−3.8%Reduced
Stone House Investment Management, LLC55$6.45K0.00%+4+7.8%Added
IMA Wealth, Inc.56$6.56K0.00%+50+833.3%Added
Legacy Bridge, LLC56$6.56K0.00%+56New
Penserra Capital Management LLC66$7.00K0.00%00.0%Unchanged
Activest Wealth Management63$7.38K0.00%−159−71.6%Reduced
MRP Capital Investments, LLC63$7.38K0.01%00.0%Unchanged
Seneschal Advisors, LLC65$7.62K0.01%00.0%Unchanged
Vision Retirement, LLC68$8.01K0.00%+68New
Investors Portfolio Services LLC70$8.18K0.01%+70New
RHL Group, LLC72$8.44K0.01%+72New
Aspect Partners, LLC73$8.56K0.00%+10+15.9%Added
Cedar Mountain Advisors, LLC75$8.79K0.00%00.0%Unchanged
USAdvisors Wealth Management, LLC10,000$9.00K0.00%00.0%Unchanged
Birchwood Financial Partners, Inc.78$9.11K0.01%+78New
Davidson Capital Management Inc.79$9.26K0.00%+79New
Wilkerson Advisory Group LLC86$10.1K0.00%+86New
Rachor Investment Advisory Services, LLC87$10.2K0.01%+87New
WestEnd Advisors, LLC89$10.4K0.00%−1−1.1%Reduced
Davis Capital Management91$10.7K0.01%−5−5.2%Reduced
Entrust Financial LLC91$10.7K0.01%+91New
Maseco LLP93$10.9K0.00%−173−65.0%Reduced
Compass Financial Services Inc93$10.9K0.00%00.0%Unchanged
Guinness Atkinson Asset Management Inc93$10.9K0.01%+93New
Beutel, Goodman & Co Ltd.100$11.0K0.00%00.0%Unchanged
Atomic Invest LLC95$11.2K0.01%+95New
Lavaca Capital LLC100$11.7K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$11.7K0.00%00.0%Unchanged
Graney & King, LLC100$11.7K0.01%00.0%Unchanged
EFG International AG100$11.7K0.00%+100New
General Partner, Inc.101$11.8K0.01%00.0%Unchanged
WealthCollab, LLC102$12.0K0.00%+10+10.9%Added
Comprehensive Financial Planning, Inc.104$12.2K0.01%00.0%Unchanged
Core Alternative Capital104$12.2K0.00%−32−23.5%Reduced
Imprint Wealth LLC107$12.5K0.06%−211−66.4%Reduced
IAG Wealth Partners, LLC108$12.7K0.00%00.0%Unchanged
Red Tortoise LLC109$12.8K0.01%00.0%Unchanged
J.Safra Asset Management Corp110$12.9K0.00%00.0%Unchanged
Acima Private Wealth, LLC110$12.9K0.00%00.0%Unchanged
Caitlin John, LLC116$13.6K0.01%+51+78.5%Added
True Wealth Design, LLC118$13.8K0.00%−16−11.9%Reduced
Chesapeake Asset Management LLC119$13.9K0.01%00.0%Unchanged
Elevated Capital Advisors, LLC120$14.1K0.00%+120New
Sankala Group LLC112$14.7K0.01%+112New
Sfam, LLC129$15.1K0.01%+129New
CBIZ Investment Advisory Services, LLC130$15.2K0.00%+12+10.2%Added
ESL Trust Services, LLC131$15.4K0.00%−33−20.1%Reduced
Frazier Financial Advisors, LLC137$16.1K0.01%00.0%Unchanged
High Note Wealth, LLC138$16.2K0.00%+16+13.1%Added
Park Square Financial Group, LLC153$16.5K0.10%−83−35.2%Reduced
Kilter Group LLC142$16.6K0.01%+43+43.4%Added
Ramirez Asset Management, Inc.144$16.9K0.00%00.0%Unchanged