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 |
|---|---|---|---|---|---|
| St. Louis Trust Co | 5,207 | $610.3K | 0.07% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 5,234 | $613.0K | 0.14% | −20,079−79.3% | Reduced |
| Archetype Wealth Partners | 5,248 | $615.0K | 0.08% | −675−11.4% | Reduced |
| XML Financial, LLC | 5,260 | $616.5K | 0.05% | −316−5.7% | Reduced |
| Register Financial Advisors LLC | 5,267 | $617.4K | 0.24% | −48−0.9% | Reduced |
| First National Advisers, LLC | 5,292 | $620.3K | 0.09% | −4,311−44.9% | Reduced |
| Crewe Advisors LLC | 5,301 | $621.3K | 0.06% | +54+1.0% | Added |
| Wilkins Investment Counsel Inc | 5,309 | $622.3K | 0.09% | +140+2.7% | Added |
| Impact Partnership Wealth, LLC | 5,309 | $622.3K | 0.08% | +5,309 | New |
| Atalanta Sosnoff Capital, LLC | 5,313 | $622.7K | 0.01% | +1,967+58.8% | Added |
| Quest 10 Wealth Builders, Inc. | 5,321 | $623.6K | 0.56% | −92−1.7% | Reduced |
| First Financial Bank - Trust Division | 5,334 | $625.2K | 0.05% | +285+5.6% | Added |
| High Point Wealth Management, LLC | 5,340 | $625.9K | 0.59% | +5,340 | New |
| Catalyst Financial Partners LLC | 5,351 | $627.2K | 0.07% | −54−1.0% | Reduced |
| BCGM Wealth Management, LLC | 5,353 | $627.4K | 0.16% | +12+0.2% | Added |
| Pursuit Wealth Management LLC | 5,379 | $630.5K | 0.54% | +5,379 | New |
| Tudor Financial Inc. | 5,400 | $633.0K | 0.32% | −49−0.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,416 | $634.8K | 0.25% | −181−3.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 5,418 | $635.1K | 0.02% | −83−1.5% | Reduced |
| Alpha Cubed Investments, LLC | 5,420 | $635.3K | 0.02% | +55+1.0% | Added |
| MBA Advisors LLC | 5,428 | $636.2K | 0.26% | 00.0% | Unchanged |
| First Financial Group Corp | 5,429 | $636.4K | 0.54% | +50+0.9% | Added |
| MEMBERS Trust Co | 5,453 | $639.1K | 0.02% | −9−0.2% | Reduced |
| MJP Associates Inc | 5,457 | $639.6K | 0.08% | −243−4.3% | Reduced |
| Finivi Inc. | 5,473 | $641.5K | 0.37% | −196−3.5% | Reduced |
| Decker Wealth Management LLC | 5,476 | $641.8K | 0.14% | +5,476 | New |
| Diversify Advisory Services, LLC | 5,405 | $644.4K | 0.02% | +314+6.2% | Added |
| Verus Capital Partners, LLC | 5,501 | $644.8K | 0.04% | −402−6.8% | Reduced |
| E&G Advisors, LP | 5,505 | $645.2K | 0.14% | −200−3.5% | Reduced |
| Apella Capital, LLC | 5,511 | $646.0K | 0.01% | +151+2.8% | Added |
| Palogic Value Management, L.P. | 5,537 | $649.0K | 0.28% | 00.0% | Unchanged |
| Spinnaker Trust | 5,551 | $650.6K | 0.03% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 5,592 | $655.4K | 0.04% | −137−2.4% | Reduced |
| Rithm Capital Corp. | 5,600 | $656.4K | 1.53% | +600+12.0% | Added |
| Ashton Thomas Securities, LLC | 5,632 | $660.1K | 0.13% | −77−1.3% | Reduced |
| Cypress Wealth Services, LLC | 5,647 | $661.9K | 0.09% | +599+11.9% | Added |
| Charter Trust Co | 5,648 | $662.0K | 0.04% | −610−9.7% | Reduced |
| Joel Isaacson & Co., LLC | 5,669 | $664.5K | 0.02% | +930+19.6% | Added |
| Independence Bank of Kentucky | 5,670 | $664.6K | 0.08% | +28+0.5% | Added |
| Silverlake Wealth Management LLC | 5,675 | $665.1K | 0.15% | +179+3.3% | Added |
| Kuhn & Co Investment Counsel | 5,676 | $665.3K | 0.44% | +31+0.5% | Added |
| SBI Securities Co., Ltd. | 5,688 | $666.7K | 0.02% | −28−0.5% | Reduced |
| Vista Investment Partners II, LLC | 5,717 | $670.1K | 0.29% | −52−0.9% | Reduced |
| Eastern Bank | 5,725 | $671.0K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 5,733 | $672.0K | 0.16% | 00.0% | Unchanged |
| Tannin Capital LLC | 5,744 | $673.3K | 0.60% | +5,744 | New |
| Wellington Shields & Co., LLC | 5,749 | $673.8K | 0.17% | −82−1.4% | Reduced |
| V-Square Quantitative Management LLC | 5,753 | $674.3K | 0.07% | +5,753 | New |
| Garrett Wealth Advisory Group, LLC | 5,764 | $675.5K | 0.13% | +48+0.8% | Added |
| High Net Worth Advisory Group LLC | 5,763 | $675.6K | 0.16% | −870−13.1% | Reduced |
| City National Bank of Florida | 5,778 | $677.2K | 0.44% | +593+11.4% | Added |
| Freestone Capital Holdings, LLC | 5,780 | $677.5K | 0.02% | +1,362+30.8% | Added |
| Busey Wealth Management | 5,830 | $683.3K | 0.02% | +686+13.3% | Added |
| Cornerstone Advisory, LLC | 5,830 | $683.3K | 0.07% | +16+0.3% | Added |
| JFS Wealth Advisors, LLC | 5,837 | $684.2K | 0.04% | +409+7.5% | Added |
| Cfo Capital Management LLC | 5,843 | $684.8K | 0.51% | +5,843 | New |
| Glen Eagle Advisors, LLC | 5,865 | $687.4K | 0.09% | −115−1.9% | Reduced |
| McMillan Office, Inc. | 5,865 | $687.4K | 0.08% | +5,865 | New |
| Nations Financial Group Inc, | 5,868 | $687.9K | 0.04% | −43−0.7% | Reduced |
| NWF Advisory Services Inc. | 5,874 | $688.5K | 0.08% | −122−2.0% | Reduced |
| Zacks Investment Management | 5,912 | $692.9K | 0.01% | −1,431−19.5% | Reduced |
| Finward Bancorp | 5,943 | $696.6K | 0.54% | −105−1.7% | Reduced |
| Stephenson National Bank & Trust | 5,950 | $697.4K | 0.20% | −805−11.9% | Reduced |
| Passumpsic Savings Bank | 5,955 | $698.0K | 0.38% | +5,955 | New |
| Aspen Wealth Strategies, LLC | 5,974 | $700.2K | 0.38% | +3+0.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $703.3K | 0.18% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 6,013 | $704.8K | 0.25% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 6,022 | $705.8K | 0.03% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 6,025 | $706.1K | 0.14% | −554−8.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,034 | $707.3K | 0.03% | −2,342−28.0% | Reduced |
| Bank of New Hampshire | 6,035 | $707.4K | 0.16% | 00.0% | Unchanged |
| Aegis Wealth Management LLC | 6,043 | $708.3K | 0.40% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 6,048 | $708.9K | 0.05% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 6,051 | $709.2K | 0.32% | 00.0% | Unchanged |
| Roundview Capital LLC | 6,061 | $710.4K | 0.04% | +1,146+23.3% | Added |
| Moody National Bank Trust Division | 6,074 | $711.9K | 0.07% | +332+5.8% | Added |
| Corsicana & Co. | 6,084 | $713.1K | 0.40% | 00.0% | Unchanged |
| United Bank | 6,089 | $713.7K | 0.24% | −54−0.9% | Reduced |
| Financial Management Professionals, Inc. | 6,116 | $716.8K | 0.07% | −14−0.2% | Reduced |
| Crescent Sterling, Ltd. | 6,118 | $717.1K | 0.74% | +25+0.4% | Added |
| Caldwell Sutter Capital, Inc. | 6,138 | $719.4K | 0.31% | −18−0.3% | Reduced |
| Bearing Point Capital, LLC | 6,151 | $721.0K | 0.11% | +75+1.2% | Added |
| McDaniel Terry & Co | 6,153 | $721.2K | 0.06% | +25+0.4% | Added |
| Northwest Bancshares, Inc. | 6,157 | $721.7K | 0.14% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 6,161 | $722.2K | 0.19% | −30.0% | Reduced |
| Visionary Horizons, LLC | 6,168 | $723.0K | 0.37% | −74−1.2% | Reduced |
| Brian Low Financial Group, LLC | 6,240 | $731.4K | 0.52% | −1,966−24.0% | Reduced |
| Parkside Financial Bank & Trust | 6,241 | $731.5K | 0.05% | +130+2.1% | Added |
| 3Chopt Investment Partners, LLC | 6,255 | $733.1K | 0.16% | −97−1.5% | Reduced |
| Paradigm Capital Management, LLC | 6,259 | $734.0K | 0.68% | +25+0.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 6,264 | $734.2K | 0.40% | −11−0.2% | Reduced |
| CoreCap Advisors, LLC | 6,267 | $734.5K | 0.03% | +687+12.3% | Added |
| Dorsey & Whitney Trust CO LLC | 6,270 | $734.9K | 0.04% | −158−2.5% | Reduced |
| XY Planning Network, Inc. | 6,293 | $737.6K | 0.13% | +6,293 | New |
| Spinnaker Investment Group, LLC | 6,297 | $738.1K | 0.13% | −20.0% | Reduced |
| Edgewood Management LLC | 6,302 | $738.7K | 0.00% | 00.0% | Unchanged |
| Dearborn Partners LLC | 6,328 | $741.7K | 0.04% | −67−1.0% | Reduced |
| Golden State Wealth Management, LLC | 6,344 | $743.6K | 0.08% | +1,789+39.3% | Added |
| NorthRock Partners, LLC | 6,344 | $743.7K | 0.01% | −6,364−50.1% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 6,359 | $745.3K | 0.61% | +74+1.2% | Added |