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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 4,258 | $499.2K | 0.02% | −181−4.1% | Reduced |
| Live Oak Investment Partners | 4,277 | $501.3K | 0.31% | +512+13.6% | Added |
| Salomon & Ludwin, LLC | 4,327 | $505.4K | 0.04% | −125−2.8% | Reduced |
| KPP Advisory Services LLC | 4,314 | $505.6K | 0.07% | −53−1.2% | Reduced |
| Marshall Wace, LLP | 4,325 | $506.9K | 0.00% | +4,325 | New |
| Steigerwald, Gordon & Koch Inc. | 4,340 | $508.7K | 0.05% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 4,370 | $512.2K | 0.18% | +4,370 | New |
| Hantz Financial Services, Inc. | 4,374 | $513.0K | 0.01% | +993+29.4% | Added |
| Saxony Capital Management, LLC | 4,393 | $514.9K | 0.32% | +206+4.9% | Added |
| Hodges Capital Management Inc. | 4,396 | $515.3K | 0.04% | +23+0.5% | Added |
| Bayban | 4,415 | $517.5K | 0.46% | +4,415 | New |
| Destination Wealth Management | 4,444 | $520.9K | 0.01% | +97+2.2% | Added |
| Argus Investors' Counsel, Inc. | 4,448 | $521.4K | 0.42% | −38−0.8% | Reduced |
| TBH Global Asset Management, LLC | 4,465 | $523.3K | 0.09% | +110+2.5% | Added |
| Citizens Business Bank | 4,468 | $523.7K | 0.09% | −10.0% | Reduced |
| Hummer Financial Advisory Services Inc | 4,474 | $524.4K | 0.37% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 4,478 | $524.9K | 0.01% | −137−3.0% | Reduced |
| Aspiriant, LLC | 4,484 | $525.7K | 0.02% | +1,143+34.2% | Added |
| Virtu Financial LLC | 4,516 | $529.0K | 0.02% | −27−0.6% | Reduced |
| Interchange Capital Partners, LLC | 4,525 | $530.4K | 0.10% | +667+17.3% | Added |
| Denali Advisors LLC | 4,531 | $531.1K | 0.06% | +799+21.4% | Added |
| Doheny Asset Management | 4,553 | $534.0K | 0.33% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,564 | $534.9K | 0.21% | +13+0.3% | Added |
| Holistic Planning, LLC | 4,571 | $535.8K | 0.11% | +306+7.2% | Added |
| Novak & Powell Financial Services, Inc. | 4,588 | $537.7K | 0.28% | +4+0.1% | Added |
| Washington Capital Management Inc | 4,595 | $538.6K | 0.44% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,605 | $540.0K | 0.35% | −50−1.1% | Reduced |
| Bedel Financial Consulting, Inc. | 4,620 | $541.5K | 0.06% | +1,135+32.6% | Added |
| Radnor Capital Management, LLC | 4,626 | $542.2K | 0.08% | −44−0.9% | Reduced |
| Trust Point Inc. | 4,633 | $543.0K | 0.04% | −74−1.6% | Reduced |
| Gateway Investment Advisers LLC | 4,636 | $543.4K | 0.01% | +395+9.3% | Added |
| Princeton Capital Management LLC | 4,641 | $544.0K | 0.14% | +39+0.8% | Added |
| Hudson Value Partners, LLC | 4,625 | $544.3K | 0.16% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4,647 | $544.7K | 0.10% | +2,833+156.2% | Added |
| Accurate Wealth Management, LLC | 4,673 | $545.8K | 0.07% | +260+5.9% | Added |
| Marathon Strategic Advisors, LLC | 4,666 | $546.9K | 0.42% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 4,673 | $547.7K | 0.05% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 4,683 | $548.9K | 0.19% | +39+0.8% | Added |
| RB Capital Management, LLC | 4,683 | $548.9K | 0.11% | −270−5.5% | Reduced |
| Level Wealth Management LLC | 4,684 | $549.0K | 0.28% | +204+4.6% | Added |
| Southland Equity Partners LLC | 4,698 | $550.7K | 0.11% | −95−2.0% | Reduced |
| Blue Fin Capital, Inc. | 4,720 | $553.3K | 0.09% | +51+1.1% | Added |
| D.B. Root & Company, LLC | 4,760 | $558.0K | 0.14% | +422+9.7% | Added |
| Hudock, Inc. | 4,762 | $558.2K | 0.08% | 00.0% | Unchanged |
| Grant Private Wealth Management Inc | 4,772 | $559.3K | 0.34% | −183−3.7% | Reduced |
| Gilman Hill Asset Management, LLC | 4,791 | $561.6K | 0.09% | +2,146+81.1% | Added |
| Patton Albertson Miller Group, LLC | 4,808 | $563.5K | 0.07% | +303+6.7% | Added |
| Wolff Financial Management LLC | 4,810 | $563.8K | 0.13% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,816 | $564.5K | 0.15% | −50−1.0% | Reduced |
| Investment Advisory Services Inc | 4,823 | $565.3K | 0.18% | −60−1.2% | Reduced |
| Childress Capital Advisors, LLC | 4,831 | $566.2K | 0.09% | −224−4.4% | Reduced |
| Tyche Wealth Partners LLC | 4,834 | $566.6K | 0.09% | −24−0.5% | Reduced |
| Sunbelt Securities, Inc. | 4,840 | $567.3K | 0.04% | 00.0% | Unchanged |
| Code Waechter LLC | 4,846 | $568.0K | 0.36% | +25+0.5% | Added |
| Costello Asset Management, INC | 4,859 | $569.5K | 0.19% | +20.0% | Added |
| Centaurus Financial, Inc. | 4,882 | $572.0K | 0.03% | −1,507−23.6% | Reduced |
| Walker Asset Management, LLC | 4,888 | $572.9K | 0.31% | +38+0.8% | Added |
| Capital Performance Advisors LLP | 4,890 | $573.2K | 0.04% | +2,528+107.0% | Added |
| Greatmark Investment Partners, Inc. | 4,896 | $573.9K | 0.07% | +380+8.4% | Added |
| Southeast Asset Advisors Inc. | 4,896 | $573.9K | 0.05% | +7+0.1% | Added |
| Financial Security Advisor, Inc. | 4,918 | $576.5K | 0.11% | +21+0.4% | Added |
| Rogco, LP | 4,921 | $576.8K | 0.19% | +697+16.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,927 | $577.5K | 0.04% | +69+1.4% | Added |
| TruWealth Advisors, LLC | 4,930 | $577.9K | 0.03% | +147+3.1% | Added |
| Smith Chas P & Associates Pa Cpas | 4,934 | $578.3K | 0.03% | +4,934 | New |
| SeaCrest Wealth Management, LLC | 4,995 | $580.4K | 0.06% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4,954 | $580.6K | 0.03% | −3−0.1% | Reduced |
| WealthPlan Investment Management, LLC | 4,983 | $584.1K | 0.04% | −29−0.6% | Reduced |
| Adirondack Trust Co | 4,990 | $584.8K | 0.19% | +13+0.3% | Added |
| McKinley Carter Wealth Services, Inc. | 4,994 | $585.4K | 0.03% | +133+2.7% | Added |
| Probity Advisors, Inc. | 4,997 | $585.7K | 0.09% | −115−2.2% | Reduced |
| HHM Wealth Advisors, LLC | 5,000 | $586.0K | 0.07% | +204+4.3% | Added |
| Broyhill Asset Management | 5,003 | $586.4K | 0.52% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 5,018 | $588.2K | 0.06% | −382−7.1% | Reduced |
| Premier Path Wealth Partners, LLC | 5,023 | $588.7K | 0.08% | +35+0.7% | Added |
| Indivisible Partners | 5,030 | $589.6K | 0.06% | +5,030 | New |
| Pettinga Financial Advisors, LLC | 5,050 | $591.9K | 0.11% | 00.0% | Unchanged |
| Crews Bank & Trust | 5,054 | $592.4K | 0.08% | −92−1.8% | Reduced |
| Nwam LLC | 5,001 | $593.2K | 0.03% | −264−5.0% | Reduced |
| Intrua Financial, LLC | 5,071 | $594.4K | 0.07% | −2,483−32.9% | Reduced |
| Leonteq Securities AG | 5,076 | $595.0K | 0.03% | +4,482+754.5% | Added |
| Headinvest, LLC | 5,078 | $595.2K | 0.12% | −274−5.1% | Reduced |
| CVA Family Office, LLC | 5,083 | $595.8K | 0.07% | −87−1.7% | Reduced |
| NBT Bank N A | 5,089 | $596.5K | 0.04% | −226−4.3% | Reduced |
| Petra Financial Advisors Inc | 5,103 | $598.1K | 0.35% | +15+0.3% | Added |
| Bill Few Associates, Inc. | 5,123 | $600.5K | 0.15% | +10+0.2% | Added |
| Frec Markets, Inc. | 5,131 | $601.4K | 0.18% | +5,131 | New |
| OneAscent Financial Services LLC | 5,134 | $601.8K | 0.06% | −4,670−47.6% | Reduced |
| Bridges Investment Management Inc | 5,136 | $602.0K | 0.01% | −514−9.1% | Reduced |
| Personal Cfo Solutions, LLC | 5,137 | $602.1K | 0.10% | −426−7.7% | Reduced |
| Bridgewater Advisors Inc. | 5,499 | $602.9K | 0.04% | −100−1.8% | Reduced |
| Avestar Capital, LLC | 5,146 | $603.2K | 0.04% | −133−2.5% | Reduced |
| Hendershot Investments Inc. | 5,153 | $604.0K | 0.08% | −291−5.3% | Reduced |
| Sierra Summit Advisors LLC | 5,153 | $604.0K | 0.09% | +115+2.3% | Added |
| Capital Analysts, LLC | 5,153 | $604.0K | 0.02% | −157−3.0% | Reduced |
| Aspen Investment Management Inc | 5,161 | $605.0K | 0.18% | 00.0% | Unchanged |
| PCM Encore, LLC | 5,162 | $605.0K | 0.13% | +5,162 | New |
| Sage Mountain Advisors LLC | 5,176 | $606.7K | 0.03% | −2,167−29.5% | Reduced |
| Cordatus Wealth Management LLC | 5,180 | $607.0K | 0.14% | +18+0.3% | Added |
| Agate Pass Investment Management, LLC | 5,197 | $609.1K | 0.23% | 00.0% | Unchanged |