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 |
|---|---|---|---|---|---|
| DB&C Advisors, LLC | 7,846 | $919.6K | 1.15% | +7,846 | New |
| Essex Savings Bank | 7,882 | $923.8K | 0.20% | +268+3.5% | Added |
| Birch Hill Investment Advisors LLC | 7,888 | $924.6K | 0.04% | 00.0% | Unchanged |
| Caption Management, LLC | 7,900 | $926.0K | 0.04% | +7,900 | New |
| Sound Income Strategies, LLC | 7,798 | $929.7K | 0.04% | +6,003+334.4% | Added |
| Croban | 7,942 | $930.8K | 0.45% | +115+1.5% | Added |
| Wulff, Hansen & Co. | 7,950 | $931.8K | 0.78% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 7,964 | $933.5K | 0.11% | −6−0.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 7,980 | $935.3K | 0.14% | −7−0.1% | Reduced |
| Chapin Davis, Inc. | 8,010 | $938.9K | 0.22% | +30+0.4% | Added |
| MidWestOne Financial Group, Inc. | 8,029 | $941.0K | 0.10% | +171+2.2% | Added |
| International Assets Investment Management, LLC | 8,032 | $941.5K | 0.06% | −3,613−31.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,047 | $943.2K | 0.02% | −38,746−82.8% | Reduced |
| Fiduciary Group LLC | 8,106 | $950.1K | 0.08% | +510+6.7% | Added |
| Rehmann Capital Advisory Group | 8,207 | $950.2K | 0.05% | −195−2.3% | Reduced |
| Checchi Capital Advisers, LLC | 8,117 | $951.4K | 0.06% | −132−1.6% | Reduced |
| Sawyer & Company, Inc | 8,124 | $952.2K | 0.34% | −50−0.6% | Reduced |
| Huntleigh Advisors, Inc. | 8,128 | $952.8K | 0.16% | +174+2.2% | Added |
| Fisher Asset Management, LLC | 8,136 | $953.7K | 0.00% | +1,309+19.2% | Added |
| Pathfinder Wealth Consulting, Inc. | 8,149 | $955.1K | 0.60% | +8,149 | New |
| Reaves W H & Co Inc | 8,164 | $956.9K | 0.02% | −91,295−91.8% | Reduced |
| Intrust Bank NA | 8,174 | $958.1K | 0.08% | +277+3.5% | Added |
| HM Payson & Co | 8,191 | $960.1K | 0.01% | −532−6.1% | Reduced |
| Guardian Wealth Advisors, LLC | 8,201 | $961.2K | 0.06% | +475+6.1% | Added |
| RiverFront Investment Group, LLC | 8,208 | $962.1K | 0.02% | +567+7.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,212 | $962.5K | 0.03% | −12,153−59.7% | Reduced |
| Huber Capital Management LLC | 8,217 | $963.1K | 0.14% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 8,225 | $964.1K | 0.01% | +91+1.1% | Added |
| Harbour Trust & Investment Management Co | 8,250 | $967.0K | 0.10% | +320+4.0% | Added |
| Cape Investment Advisory, Inc. | 8,281 | $970.6K | 0.30% | +4,851+141.4% | Added |
| Constant Guidance Financial LLC | 8,300 | $972.8K | 0.68% | +8,300 | New |
| Gibbs Wealth Management | 8,345 | $974.7K | 0.24% | −2,173−20.7% | Reduced |
| Aviance Capital Partners, LLC | 8,323 | $975.5K | 0.11% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 8,395 | $984.0K | 0.18% | −127−1.5% | Reduced |
| Sumitomo Life Insurance Co | 8,403 | $984.9K | 0.03% | +55+0.7% | Added |
| Parsons Capital Management Inc | 8,428 | $987.8K | 0.05% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 8,432 | $988.3K | 0.06% | −2,646−23.9% | Reduced |
| Kanawha Capital Management LLC | 8,470 | $992.8K | 0.07% | −552−6.1% | Reduced |
| SCS Capital Management LLC | 8,513 | $997.9K | 0.01% | +182+2.2% | Added |
| Neville Rodie & Shaw Inc | 8,515 | $998.0K | 0.07% | −66−0.8% | Reduced |
| Wills Financial Group LLC | 8,543 | $1.00M | 0.38% | +1,388+19.4% | Added |
| Cura Wealth Advisors, LLC | 8,545 | $1.00M | 0.38% | +8,545 | New |
| Cassaday & Co Wealth Management LLC | 8,563 | $1.00M | 0.02% | −40−0.5% | Reduced |
| West Family Investments, Inc. | 8,566 | $1.00M | 0.24% | −1,102−11.4% | Reduced |
| PeakShares LLC | 8,568 | $1.00M | 0.98% | +8,568 | New |
| Moneta Group Investment Advisors LLC | 8,601 | $1.01M | 0.01% | +439+5.4% | Added |
| Great Valley Advisor Group, Inc. | 8,627 | $1.01M | 0.02% | +87+1.0% | Added |
| Foster Victor Wealth Advisors, LLC | 8,485 | $1.01M | 0.06% | −1,456−14.6% | Reduced |
| Horizon Financial Services, LLC | 8,690 | $1.02M | 0.46% | −570−6.2% | Reduced |
| Violich Capital Management, Inc. | 8,708 | $1.02M | 0.11% | −130−1.5% | Reduced |
| Alessandra Capital Management, LLC | 8,789 | $1.03M | 0.92% | +8,789 | New |
| Nepsis, Inc. | 8,819 | $1.03M | 0.32% | −345−3.8% | Reduced |
| First Dallas Securities Inc. | 8,827 | $1.03M | 0.38% | −191−2.1% | Reduced |
| Thrive Wealth Management, LLC | 8,827 | $1.03M | 0.15% | +417+5.0% | Added |
| Allred Capital Management, LLC | 8,843 | $1.04M | 0.37% | +203+2.3% | Added |
| Kovack Advisors, Inc. | 8,861 | $1.04M | 0.05% | +2,912+48.9% | Added |
| JBR Co Financial Management Inc | 8,911 | $1.04M | 0.44% | −125−1.4% | Reduced |
| Ingalls & Snyder LLC | 8,927 | $1.05M | 0.04% | −457−4.9% | Reduced |
| International Private Wealth Advisors LLC | 8,956 | $1.05M | 0.66% | +2,411+36.8% | Added |
| Ancora Advisors, LLC | 8,971 | $1.05M | 0.02% | +1,072+13.6% | Added |
| EverSource Wealth Advisors, LLC | 8,977 | $1.05M | 0.04% | −582−6.1% | Reduced |
| Fidelis Capital Partners, LLC | 8,982 | $1.05M | 0.08% | +1,450+19.3% | Added |
| Marble Wealth, LLC | 9,040 | $1.06M | 0.15% | +9,040 | New |
| Sculati Wealth Management, LLC | 9,095 | $1.07M | 0.38% | −335−3.6% | Reduced |
| Sollinda Capital Management LLC | 9,123 | $1.07M | 0.27% | −222−2.4% | Reduced |
| Field & Main Bank | 9,148 | $1.07M | 0.31% | −85−0.9% | Reduced |
| Evermay Wealth Management LLC | 9,160 | $1.07M | 0.12% | −1,099−10.7% | Reduced |
| RIA Advisory Group LLC | 9,175 | $1.08M | 0.26% | +7,040+329.7% | Added |
| Atlas Brown,Inc. | 9,193 | $1.08M | 0.32% | −955−9.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,196 | $1.08M | 0.13% | +440+5.0% | Added |
| BCS Private Wealth Management, Inc. | 9,205 | $1.08M | 0.37% | +160+1.8% | Added |
| Verity Asset Management, Inc. | 9,220 | $1.08M | 0.46% | +10+0.1% | Added |
| First National Bank of Omaha | 9,237 | $1.08M | 0.03% | −17,403−65.3% | Reduced |
| Keynote Financial Services LLC | 9,254 | $1.08M | 0.61% | 00.0% | Unchanged |
| Elm Partners Management LLC | 9,254 | $1.08M | 0.05% | +83+0.9% | Added |
| Peoples Financial Services Corp. | 9,265 | $1.09M | 0.51% | −46−0.5% | Reduced |
| Stableford Capital II LLC | 9,278 | $1.09M | 0.39% | +117+1.3% | Added |
| Advisortrust Partners, LLC | 9,301 | $1.09M | 0.48% | +9,301 | New |
| Syon Capital LLC | 9,308 | $1.09M | 0.05% | −161−1.7% | Reduced |
| Rollins Financial Advisors, LLC | 9,370 | $1.10M | 0.16% | −1,067−10.2% | Reduced |
| Abacus Planning Group, Inc. | 9,384 | $1.10M | 0.15% | −162−1.7% | Reduced |
| Danske Bank A/S | 9,387 | $1.10M | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,394 | $1.10M | 0.04% | +578+6.6% | Added |
| Summit Global Investments | 9,481 | $1.11M | 0.07% | +9,481 | New |
| CX Institutional | 9,506 | $1.11M | 0.03% | +1,052+12.4% | Added |
| Kellett Schaffner Wealth Advisors LLC | 9,522 | $1.12M | 0.64% | +40.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,561 | $1.12M | 0.34% | +1,034+12.1% | Added |
| Ransom Advisory, Ltd | 9,565 | $1.12M | 0.44% | +370+4.0% | Added |
| Grimes & Company, Inc. | 9,568 | $1.12M | 0.03% | +116+1.2% | Added |
| Texas Capital Bank Wealth Management Services Inc | 9,688 | $1.14M | 0.07% | +5,640+139.3% | Added |
| Fca Corp | 9,715 | $1.14M | 0.32% | −556−5.4% | Reduced |
| Moseley Investment Management Inc | 9,749 | $1.14M | 0.35% | +7,887+423.6% | Added |
| Kavar Capital Partners Group, LLC | 9,811 | $1.15M | 0.16% | +16+0.2% | Added |
| Chicago Trust Co NA | 9,827 | $1.15M | 0.18% | −400−3.9% | Reduced |
| Pines Wealth Management, LLC | 9,846 | $1.15M | 0.37% | +49+0.5% | Added |
| Mather Group, LLC. | 9,852 | $1.15M | 0.01% | −4,358−30.7% | Reduced |
| KCM Investment Advisors LLC | 9,872 | $1.16M | 0.04% | +731+8.0% | Added |
| Western Wealth Management, LLC | 9,877 | $1.16M | 0.05% | +1,030+11.6% | Added |
| Journey Strategic Wealth LLC | 9,970 | $1.17M | 0.03% | +644+6.9% | Added |
| Bluebird Wealth Management LLC | 9,996 | $1.17M | 1.09% | +9,996 | New |