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, 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
- 2,399
- +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
- 827 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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quad-Cities Investment Group, LLC | 3,602 | $422.1K | 0.17% | −7−0.2% | Reduced |
| DGS Capital Management, LLC | 3,609 | $423.0K | 0.07% | +1,491+70.4% | Added |
| Uncommon Cents Investing LLC | 3,609 | $423.0K | 0.10% | +40+1.1% | Added |
| Brandywine Oak Private Wealth LLC | 3,611 | $423.3K | 0.04% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 3,612 | $423.3K | 0.01% | −206−5.4% | Reduced |
| Forum Financial Management, LP | 3,614 | $423.6K | 0.01% | +820+29.3% | Added |
| Elite Wealth Management, Inc. | 3,615 | $423.7K | 0.12% | +3,615 | New |
| Mosaic Family Wealth Partners, LLC | 3,632 | $425.6K | 0.05% | −2−0.1% | Reduced |
| Birchcreek Wealth Management, LLC | 3,635 | $426.1K | 0.21% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 3,635 | $426.1K | 0.03% | −810−18.2% | Reduced |
| Xcel Wealth Management, LLC | 3,637 | $426.3K | 0.11% | −10−0.3% | Reduced |
| Bank of Hawaii | 3,647 | $427.5K | 0.02% | −771−17.5% | Reduced |
| Clear Street Markets LLC | 3,656 | $428.5K | 0.08% | −2,785−43.2% | Reduced |
| NCM Capital Management, LLC | 3,657 | $428.6K | 0.16% | −174−4.5% | Reduced |
| Wright Investors Service Inc | 3,659 | $428.9K | 0.13% | −112−3.0% | Reduced |
| EntryPoint Capital, LLC | 3,660 | $429.0K | 0.17% | +3,660 | New |
| Am Investment Strategies LLC | 3,657 | $429.0K | 0.09% | +7+0.2% | Added |
| Broadwater Capital Management LLC | 3,666 | $429.7K | 0.32% | 00.0% | Unchanged |
| Wealthquest Corp | 3,667 | $429.8K | 0.03% | +3,667 | New |
| White Pine Capital LLC | 3,668 | $429.9K | 0.12% | +1,065+40.9% | Added |
| Waddell & Associates, LLC | 3,673 | $430.5K | 0.03% | −342−8.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,674 | $430.6K | 0.00% | +1,230+50.3% | Added |
| Genesis Private Wealth, LLC | 3,677 | $431.0K | 0.13% | +22+0.6% | Added |
| GSB Wealth Management, LLC | 3,679 | $431.2K | 0.10% | −1,329−26.5% | Reduced |
| Atlas Wealth Partners, LLC | 3,682 | $431.6K | 0.47% | +275+8.1% | Added |
| Traphagen Investment Advisors LLC | 3,688 | $432.3K | 0.04% | −1,001−21.3% | Reduced |
| Two Sigma Securities, LLC | 3,694 | $433.0K | 0.06% | −1,849−33.4% | Reduced |
| Secure Asset Management, LLC | 3,701 | $433.8K | 0.07% | +248+7.2% | Added |
| Laurel Oak Wealth Management, LLC | 3,721 | $436.1K | 0.07% | +3,721 | New |
| Objectivity Squared, LLC | 3,724 | $436.5K | 0.24% | +2+0.1% | Added |
| SG Trading Solutions, LLC | 3,734 | $438.0K | 0.10% | +3,734 | New |
| Lake Street Financial LLC | 3,737 | $438.0K | 0.05% | +120+3.3% | Added |
| Tiemann Investment Advisors, LLC | 3,740 | $438.4K | 0.17% | −200−5.1% | Reduced |
| McDonough Capital Management, Inc | 3,753 | $440.0K | 0.22% | −176−4.5% | Reduced |
| Sawgrass Asset Management LLC | 3,754 | $440.0K | 0.06% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,760 | $441.6K | 0.17% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 3,770 | $441.9K | 0.04% | +957+34.0% | Added |
| Aspen Grove Capital, LLC | 3,785 | $443.7K | 0.08% | +63+1.7% | Added |
| Wendell David Associates Inc | 3,790 | $444.0K | 0.05% | −83−2.1% | Reduced |
| Park Place Capital Corp | 3,833 | $449.3K | 0.09% | −38−1.0% | Reduced |
| JB Capital LLC | 3,837 | $449.7K | 0.02% | +826+27.4% | Added |
| Conning Inc. | 3,839 | $450.0K | 0.02% | +30+0.8% | Added |
| Focused Wealth Management, Inc | 3,842 | $450.3K | 0.05% | +245+6.8% | Added |
| Arbor Investment Advisors, LLC | 3,848 | $451.1K | 0.06% | −7,038−64.7% | Reduced |
| Thayer Financial, L.L.C. | 3,850 | $451.3K | 0.48% | +3,850 | New |
| Oakworth Capital, Inc. | 3,856 | $452.0K | 0.02% | −782−16.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,875 | $454.0K | 0.02% | +8+0.2% | Added |
| Optas, LLC | 3,881 | $454.9K | 0.07% | −2,159−35.7% | Reduced |
| Koshinski Asset Management, Inc. | 3,882 | $455.0K | 0.03% | 00.0% | Unchanged |
| Breakwater Capital Group | 3,882 | $455.0K | 0.06% | +2+0.1% | Added |
| Fulton Breakefield Broenniman LLC | 3,884 | $455.3K | 0.03% | −453−10.4% | Reduced |
| Financial Advisors Network, Inc. | 3,898 | $456.9K | 0.06% | +135+3.6% | Added |
| Lafayette Investments, Inc. | 3,914 | $458.8K | 0.09% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,924 | $459.9K | 0.03% | +22+0.6% | Added |
| Fortress Wealth Group, LLC | 3,792 | $460.2K | 0.17% | +63+1.7% | Added |
| Fairfield, Bush & Co. | 3,939 | $461.7K | 0.24% | −175−4.3% | Reduced |
| Corundum Group, Inc. | 3,945 | $462.4K | 0.16% | −5,701−59.1% | Reduced |
| Fulcrum Equity Management | 3,947 | $462.7K | 0.44% | +28+0.7% | Added |
| Lantern Wealth Advisors, LLC | 3,959 | $464.0K | 0.25% | +39+1.0% | Added |
| Almanack Investment Partners, LLC. | 3,983 | $466.8K | 0.08% | +81+2.1% | Added |
| Websterrogers Financial Advisors, LLC | 3,989 | $467.6K | 0.14% | +3,989 | New |
| PDS Planning, Inc | 4,000 | $468.8K | 0.03% | −156−3.8% | Reduced |
| Flagship Harbor Advisors, LLC | 4,018 | $471.0K | 0.02% | −607−13.1% | Reduced |
| Peak Financial Advisors LLC | 4,021 | $471.3K | 0.21% | +38+1.0% | Added |
| Allegheny Financial Group LTD | 4,026 | $472.0K | 0.07% | −188−4.5% | Reduced |
| GeoWealth Management, LLC | 4,036 | $473.1K | 0.02% | −645−13.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,048 | $474.5K | 0.24% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 4,055 | $475.3K | 0.04% | 00.0% | Unchanged |
| Davis R M Inc | 4,065 | $476.5K | 0.01% | +675+19.9% | Added |
| Trueblood Wealth Management, LLC | 4,065 | $476.5K | 0.19% | −155−3.7% | Reduced |
| Quotient Wealth Partners, LLC | 4,066 | $476.5K | 0.01% | +235+6.1% | Added |
| Diversified Enterprises, LLC | 4,066 | $476.6K | 0.03% | +1,649+68.2% | Added |
| Firethorn Wealth Partners, LLC | 4,072 | $477.3K | 0.18% | +21+0.5% | Added |
| McCollum Christoferson Group LLC | 4,079 | $478.1K | 0.14% | 00.0% | Unchanged |
| Focused Alpha, LLC | 4,080 | $478.2K | 0.14% | +4,080 | New |
| Jmac Enterprises LLC | 4,100 | $480.6K | 0.09% | +4,100 | New |
| Westmount Partners, LLC | 4,100 | $480.6K | 0.12% | +66+1.6% | Added |
| Nikulski Financial, Inc. | 4,104 | $481.0K | 0.12% | +4,104 | New |
| Calamos Wealth Management LLC | 4,109 | $481.6K | 0.02% | −1,121−21.4% | Reduced |
| CMG Global Holdings, LLC | 3,960 | $484.0K | 0.21% | 00.0% | Unchanged |
| Terry L. Blaker | 4,132 | $484.3K | 0.02% | +2,300+125.5% | Added |
| Marathon Capital Management | 4,141 | $485.4K | 0.10% | +979+31.0% | Added |
| L2 Asset Management, LLC | 4,146 | $486.0K | 0.06% | +262+6.7% | Added |
| Bank of Jackson Hole Trust | 4,149 | $486.3K | 0.23% | −588−12.4% | Reduced |
| Truvestments Capital LLC | 4,150 | $486.4K | 0.09% | +17+0.4% | Added |
| Whalen Wealth Management Inc. | 4,157 | $487.2K | 0.26% | +4,157 | New |
| One Capital Management, LLC | 4,161 | $487.8K | 0.01% | +150+3.7% | Added |
| Douglas Lane & Associates, LLC | 4,174 | $489.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4,175 | $489.4K | 0.08% | +476+12.9% | Added |
| Diversify Wealth Management, LLC | 4,170 | $489.5K | 0.02% | +75+1.8% | Added |
| Investment Partners Asset Management, Inc. | 4,178 | $489.7K | 0.30% | 00.0% | Unchanged |
| Associated Banc-Corp | 4,188 | $490.9K | 0.01% | +3+0.1% | Added |
| Meridian Investment Counsel Inc. | 4,190 | $491.1K | 0.12% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 4,200 | $491.6K | 0.00% | +4,200 | New |
| WBH Advisory Inc | 4,199 | $492.1K | 0.04% | −42−1.0% | Reduced |
| TrueWealth Advisors, LLC | 4,199 | $492.2K | 0.13% | +350+9.1% | Added |
| MCF Advisors LLC | 4,209 | $493.3K | 0.03% | +1,113+35.9% | Added |
| Capital Management Associates, Inc | 4,215 | $494.0K | 0.11% | +1,649+64.3% | Added |
| Caxton Associates LLP | 4,231 | $495.9K | 0.01% | +4,231 | New |
| St Germain D J Co Inc | 4,256 | $498.9K | 0.02% | +15+0.4% | Added |