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 |
|---|---|---|---|---|---|
| Keudell/Morrison Wealth Management | 6,360 | $745.5K | 0.16% | +6,360 | New |
| Armstrong Advisory Group, Inc | 6,365 | $746.1K | 0.05% | +63+1.0% | Added |
| Diligent Investors, LLC | 6,379 | $747.7K | 0.18% | −92−1.4% | Reduced |
| Calton & Associates, Inc. | 6,405 | $750.7K | 0.11% | +309+5.1% | Added |
| Stockman Wealth Management, Inc. | 6,429 | $753.5K | 0.09% | −25−0.4% | Reduced |
| Schmidt P J Investment Management Inc | 6,437 | $754.4K | 0.12% | −30−0.5% | Reduced |
| Future Financial Wealth Managment LLC | 6,312 | $754.6K | 0.51% | +120+1.9% | Added |
| Cross Staff Investments Inc | 6,449 | $755.9K | 0.46% | 00.0% | Unchanged |
| Goepper Burkhardt LLC | 6,452 | $756.2K | 0.25% | +200+3.2% | Added |
| Clarion Wealth Managment Partners, LLC | 6,455 | $756.6K | 0.70% | +236+3.8% | Added |
| Monument Capital Management | 6,460 | $757.2K | 0.19% | +167+2.7% | Added |
| Keel Point, LLC | 6,470 | $758.4K | 0.05% | +1,275+24.5% | Added |
| John G Ullman & Associates Inc | 6,480 | $759.5K | 0.10% | +77+1.2% | Added |
| Themes Management Co LLC | 6,488 | $760.5K | 0.60% | +6,488 | New |
| GTS Securities LLC | 6,493 | $761.0K | 0.03% | −5,482−45.8% | Reduced |
| Mechanics Financial Corp | 6,534 | $765.9K | 0.28% | −180−2.7% | Reduced |
| Soltis Investment Advisors LLC | 6,542 | $766.8K | 0.05% | +187+2.9% | Added |
| Flputnam Investment Management Co | 6,544 | $767.0K | 0.01% | +1,678+34.5% | Added |
| United Bank | 6,545 | $767.1K | 0.10% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 6,552 | $768.0K | 0.39% | +130+2.0% | Added |
| Capital Square, LLC | 6,556 | $768.4K | 0.39% | +1,187+22.1% | Added |
| WealthPoint Financial, LLC | 6,581 | $771.4K | 0.67% | +6,581 | New |
| Shepherd Kaplan Krochuk, LLC | 6,590 | $772.4K | 0.64% | −275−4.0% | Reduced |
| Howard Capital Management Inc. | 6,604 | $774.1K | 0.01% | +27+0.4% | Added |
| AdvisorNet Financial, Inc | 6,615 | $775.4K | 0.04% | +230+3.6% | Added |
| Claris Financial LLC | 6,634 | $777.5K | 0.41% | +36+0.5% | Added |
| Coppell Advisory Solutions LLC | 6,629 | $780.1K | 0.08% | −101−1.5% | Reduced |
| Thompson David Blair | 6,669 | $781.7K | 0.45% | +6,669 | New |
| Legacy Wealth Asset Management, LLC | 6,677 | $782.6K | 0.19% | +66+1.0% | Added |
| Carret Asset Management, LLC | 6,688 | $783.9K | 0.07% | 00.0% | Unchanged |
| Challenger Wealth Management | 6,745 | $790.6K | 0.60% | +20+0.3% | Added |
| Nilsine Partners, LLC | 6,751 | $791.3K | 0.07% | +272+4.2% | Added |
| Avidian Wealth Solutions, LLC | 6,780 | $794.7K | 0.03% | +41+0.6% | Added |
| Farringdon Capital, Ltd. | 6,798 | $796.8K | 0.20% | −14,465−68.0% | Reduced |
| Capital Advisors Inc | 6,821 | $799.5K | 0.01% | −202−2.9% | Reduced |
| KLCM Advisors, Inc. | 6,827 | $800.2K | 0.07% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 6,840 | $801.7K | 0.11% | 00.0% | Unchanged |
| Washington Trust Co | 6,867 | $804.9K | 0.03% | +698+11.3% | Added |
| GW Henssler & Associates Ltd | 6,871 | $805.3K | 0.04% | −78−1.1% | Reduced |
| Manchester Capital Management LLC | 6,872 | $805.5K | 0.11% | +73+1.1% | Added |
| BancorpSouth Bank | 6,910 | $809.9K | 0.05% | −325−4.5% | Reduced |
| Gryphon Financial Partners LLC | 6,918 | $810.9K | 0.09% | +175+2.6% | Added |
| BIP Wealth, LLC | 6,924 | $811.6K | 0.03% | +4,127+147.6% | Added |
| Adapt Wealth Advisors, LLC | 6,925 | $811.7K | 0.28% | +172+2.5% | Added |
| Sapient Capital LLC | 6,898 | $811.8K | 0.01% | +342+5.2% | Added |
| LVM Capital Management Ltd | 6,941 | $814.0K | 0.08% | +2,693+63.4% | Added |
| First National Bank & Trust Co of Newtown | 6,945 | $814.0K | 0.15% | −178−2.5% | Reduced |
| Lantz Financial LLC | 6,969 | $816.8K | 0.17% | +150+2.2% | Added |
| Ameritas Investment Partners, Inc. | 6,972 | $817.2K | 0.02% | −308−4.2% | Reduced |
| Persium Advisors, LLC | 6,989 | $819.2K | 0.60% | +351+5.3% | Added |
| Archer Investment Corp | 6,989 | $819.2K | 0.18% | +71+1.0% | Added |
| Miramontes Capital, LLC | 7,028 | $823.8K | 0.28% | +7,028 | New |
| McGrath & Associates, Inc. | 7,034 | $824.5K | 1.17% | −60−0.8% | Reduced |
| Inspire Advisors, LLC | 7,061 | $827.6K | 0.08% | −272−3.7% | Reduced |
| Albion Financial Group | 7,084 | $830.3K | 0.05% | −20−0.3% | Reduced |
| Angeles Wealth Management, LLC | 7,085 | $830.4K | 0.05% | +4,624+187.9% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,087 | $830.7K | 0.05% | −499−6.6% | Reduced |
| Stratos Wealth Advisors, LLC | 7,099 | $832.2K | 0.04% | +316+4.7% | Added |
| Gradient Investments LLC | 7,110 | $833.4K | 0.01% | −345−4.6% | Reduced |
| Madden Securities Corp | 7,121 | $834.7K | 0.25% | +100+1.4% | Added |
| Dogwood Wealth Management LLC | 7,129 | $835.6K | 0.37% | −1,172−14.1% | Reduced |
| VeraBank, N.A. | 7,131 | $835.8K | 0.15% | −257−3.5% | Reduced |
| Bowen Hanes & Co Inc | 7,143 | $837.0K | 0.02% | +1,600+28.9% | Added |
| Venture Visionary Partners LLC | 7,011 | $841.7K | 0.03% | +269+4.0% | Added |
| MQS Management LLC | 7,182 | $841.8K | 0.50% | +7,182 | New |
| Abc Arbitrage SA | 7,187 | $842.4K | 0.08% | −8,849−55.2% | Reduced |
| Zinnia Wealth Advisory, LLC | 7,193 | $843.0K | 0.91% | +7,193 | New |
| Legacy Financial Advisors, Inc. | 7,249 | $849.7K | 0.12% | −51−0.7% | Reduced |
| Pittenger & Anderson Inc | 7,250 | $849.8K | 0.03% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 7,272 | $852.3K | 0.13% | −132−1.8% | Reduced |
| Kapstone Financial Advisors LLC | 7,282 | $853.5K | 0.42% | +390+5.7% | Added |
| Cigna Investments Inc | 7,346 | $861.0K | 0.13% | −87−1.2% | Reduced |
| Powers Advisory Group, LLC | 7,354 | $862.0K | 0.32% | +40+0.5% | Added |
| Bigelow Investment Advisors, LLC | 7,373 | $864.2K | 0.34% | +94+1.3% | Added |
| Mayflower Financial Advisors, LLC | 7,377 | $864.6K | 0.10% | +16+0.2% | Added |
| Gratus Wealth Advisors, LLC | 7,400 | $867.4K | 0.12% | −1,130−13.2% | Reduced |
| Graybill Bartz & Assoc Ltd | 7,429 | $870.8K | 0.26% | +7,429 | New |
| Hengehold Capital Management LLC | 7,438 | $871.8K | 0.07% | +723+10.8% | Added |
| West Michigan Advisors, LLC | 7,486 | $877.4K | 0.20% | −156−2.0% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 7,500 | $879.1K | 0.20% | +176+2.4% | Added |
| Whittier Trust Co of Nevada Inc | 7,502 | $883.3K | 0.02% | +1,636+27.9% | Added |
| Aprio Wealth Management, LLC | 7,560 | $886.1K | 0.05% | +951+14.4% | Added |
| Mount Yale Investment Advisors, LLC | 7,569 | $887.1K | 0.04% | −4,917−39.4% | Reduced |
| Journey Advisory Group, LLC | 7,591 | $889.8K | 0.07% | −1,674−18.1% | Reduced |
| Crestwood Advisors Group LLC | 7,615 | $892.5K | 0.01% | −1,413−15.7% | Reduced |
| Harbor Investment Advisory, LLC | 7,620 | $893.2K | 0.07% | +5,709+298.7% | Added |
| San Luis Wealth Advisors LLC | 7,633 | $894.7K | 0.15% | +1,080+16.5% | Added |
| New Republic Capital, LLC | 7,640 | $895.5K | 0.24% | +3,281+75.3% | Added |
| Simplicity Wealth,LLC | 7,660 | $897.9K | 0.05% | −6,194−44.7% | Reduced |
| Hills Bank & Trust Co | 7,663 | $898.2K | 0.05% | +1,629+27.0% | Added |
| North Dallas Bank & Trust Co | 7,666 | $898.5K | 0.59% | +7,666 | New |
| Community Bank of Raymore | 7,690 | $901.3K | 0.61% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 7,714 | $904.1K | 0.03% | −314−3.9% | Reduced |
| Heritage Investors Management Corp | 7,737 | $907.0K | 0.03% | −22−0.3% | Reduced |
| Whittier Trust Co | 7,708 | $907.5K | 0.01% | +1,694+28.2% | Added |
| Larson Financial Group LLC | 7,752 | $908.6K | 0.03% | +8+0.1% | Added |
| Blue Rock Wealth Management LLC | 7,792 | $913.3K | 0.57% | −30−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 7,805 | $914.8K | 0.04% | +133+1.7% | Added |
| Baldwin Investment Management, LLC | 7,826 | $917.3K | 0.10% | −118−1.5% | Reduced |
| Integrity Alliance, LLC. | 7,827 | $917.4K | 0.03% | +913+13.2% | Added |