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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 10,017 | $1.17M | 0.01% | +310+3.2% | Added |
| Winthrop Capital Management, LLC | 10,022 | $1.18M | 0.27% | −151−1.5% | Reduced |
| Intesa Sanpaolo S.p.A. | 10,000 | $1.18M | 0.08% | +10,000 | New |
| Fiduciary Trust Co | 10,062 | $1.18M | 0.01% | −1,726−14.6% | Reduced |
| Ballentine Partners, LLC | 10,071 | $1.18M | 0.02% | −1,942−16.2% | Reduced |
| Chicago Capital, LLC | 10,119 | $1.19M | 0.03% | −144−1.4% | Reduced |
| Retirement Guys Formula LLC | 10,163 | $1.19M | 0.54% | −30−0.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 10,184 | $1.19M | 0.19% | −165−1.6% | Reduced |
| Northstar Financial Companies, Inc. | 10,197 | $1.20M | 0.95% | −2,938−22.4% | Reduced |
| Gables Capital Management Inc. | 10,254 | $1.20M | 0.51% | +350+3.5% | Added |
| Mesirow Financial Investment Management, Inc. | 10,305 | $1.21M | 0.02% | −1,984−16.1% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 10,359 | $1.21M | 0.32% | +460+4.6% | Added |
| Taylor Hoffman Capital Management LLC | 10,375 | $1.22M | 0.37% | +72+0.7% | Added |
| CFS Investment Advisory Services, LLC | 10,446 | $1.22M | 0.09% | +612+6.2% | Added |
| First City Capital Management, Inc. | 10,493 | $1.23M | 0.65% | −295−2.7% | Reduced |
| Roxbury Financial LLC | 10,531 | $1.23M | 1.11% | +88+0.8% | Added |
| Reuter James Wealth Management, LLC | 10,580 | $1.24M | 0.17% | −70−0.7% | Reduced |
| Fortress Private Ledger, LLC | 10,620 | $1.24M | 0.41% | +432+4.2% | Added |
| Eagle Global Advisors LLC | 10,650 | $1.25M | 0.05% | +10,650 | New |
| Formidable Asset Management, LLC | 10,098 | $1.25M | 0.18% | −1,016−9.1% | Reduced |
| OmniStar Financial Group, Inc. | 10,671 | $1.25M | 0.73% | +146+1.4% | Added |
| Trust Co of Virginia | 10,684 | $1.25M | 0.10% | +260+2.5% | Added |
| Cherokee Insurance Co | 10,700 | $1.25M | 0.51% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 10,732 | $1.26M | 0.24% | +285+2.7% | Added |
| LifePlan Financial, LLC | 10,751 | $1.26M | 0.97% | +543+5.3% | Added |
| Balboa Wealth Partners | 10,771 | $1.26M | 0.21% | −306−2.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 10,829 | $1.26M | 0.10% | +10,829 | New |
| Invesco, LLC | 10,794 | $1.27M | 0.43% | +56+0.5% | Added |
| 1st Source Bank | 10,824 | $1.27M | 0.07% | −97−0.9% | Reduced |
| Widmann Financial Services, Inc. | 10,843 | $1.27M | 0.78% | +61+0.6% | Added |
| NovaPoint Capital, LLC | 10,849 | $1.27M | 0.33% | +740+7.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 10,913 | $1.28M | 0.13% | +300+2.8% | Added |
| Insigneo Advisory Services, LLC | 10,962 | $1.28M | 0.09% | +383+3.6% | Added |
| MainStreet Investment Advisors LLC | 10,963 | $1.28M | 0.18% | −2,503−18.6% | Reduced |
| Revisor Wealth Management LLC | 10,984 | $1.29M | 0.35% | +3,835+53.6% | Added |
| Clearbridge Investments, LLC | 11,022 | $1.29M | 0.00% | +494+4.7% | Added |
| Cassia Capital Partners, LLC | 11,047 | $1.29M | 0.70% | −100−0.9% | Reduced |
| National Asset Management, Inc. | 11,104 | $1.30M | 0.06% | +14+0.1% | Added |
| Edge Financial Advisors LLC | 6,664 | $1.30M | 0.55% | +1,178+21.5% | Added |
| Bank Ozk | 11,158 | $1.31M | 0.46% | −198−1.7% | Reduced |
| Candriam Luxembourg S.C.A. | 11,160 | $1.31M | 0.01% | +11,160 | New |
| Parallel Advisors, LLC | 11,179 | $1.31M | 0.02% | −271−2.4% | Reduced |
| Outfitter Financial LLC | 11,215 | $1.31M | 1.03% | +140+1.3% | Added |
| LMG Wealth Partners, LLC | 11,223 | $1.32M | 0.25% | −10.0% | Reduced |
| Keystone Financial Group | 11,227 | $1.32M | 0.10% | +42+0.4% | Added |
| SBI Okasan Asset Management Co.Ltd. | 11,200 | $1.32M | 0.07% | +11,200 | New |
| Independent Financial Group, LLC | 11,248 | $1.32M | 0.03% | −148−1.3% | Reduced |
| Axq Capital, LP | 11,296 | $1.32M | 0.30% | +11,296 | New |
| Paradigm Financial Partners, LLC | 11,304 | $1.32M | 0.13% | +634+5.9% | Added |
| Beech Hill Advisors, Inc. | 11,345 | $1.33M | 0.64% | +120+1.1% | Added |
| Cascades Capital Asset Management, LLC | 11,347 | $1.33M | 0.56% | −1,343−10.6% | Reduced |
| Segment Wealth Management, LLC | 11,351 | $1.33M | 0.08% | +680+6.4% | Added |
| TownSquare Capital, LLC | 11,352 | $1.33M | 0.30% | −143−1.2% | Reduced |
| Greenfield Savings Bank | 11,356 | $1.33M | 0.56% | −368−3.1% | Reduced |
| Ausdal Financial Partners, Inc. | 11,366 | $1.33M | 0.06% | −16−0.1% | Reduced |
| NewEdge Wealth, LLC | 11,374 | $1.33M | 0.02% | +5,408+90.6% | Added |
| Phillips Wealth Planners LLC | 11,185 | $1.34M | 1.07% | +373+3.4% | Added |
| LCNB Corp | 11,432 | $1.34M | 0.45% | +80+0.7% | Added |
| LS Investment Advisors, LLC | 11,445 | $1.34M | 0.19% | +650+6.0% | Added |
| Scotia Capital Inc. | 11,532 | $1.35M | 0.01% | +454+4.1% | Added |
| Valmark Advisers, Inc. | 11,537 | $1.35M | 0.02% | +101+0.9% | Added |
| Savvy Advisors, Inc. | 11,706 | $1.37M | 0.04% | +4,319+58.5% | Added |
| Concord Asset Management, LLC | 11,781 | $1.38M | 0.24% | −296−2.5% | Reduced |
| Chesley Taft & Associates LLC | 11,796 | $1.38M | 0.05% | +1,541+15.0% | Added |
| LongView Wealth Management | 11,850 | $1.38M | 0.33% | +26+0.2% | Added |
| Claro Advisors LLC | 11,803 | $1.38M | 0.19% | −62−0.5% | Reduced |
| Mystic Asset Management, Inc. | 11,844 | $1.39M | 0.31% | −370−3.0% | Reduced |
| First County Bank | 11,869 | $1.39M | 0.74% | −550−4.4% | Reduced |
| Harmony Asset Management LLC | 11,903 | $1.40M | 0.47% | +970+8.9% | Added |
| Everhart Financial Group, Inc. | 11,932 | $1.40M | 0.13% | −313−2.6% | Reduced |
| Allen Wealth Management, LLC | 11,952 | $1.40M | 0.84% | +1,012+9.3% | Added |
| Marble Harbor Investment Counsel, LLC | 11,958 | $1.40M | 0.15% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 11,965 | $1.40M | 0.00% | −30,363−71.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 11,973 | $1.40M | 0.03% | +942+8.5% | Added |
| Bellecapital International Ltd. | 11,986 | $1.40M | 0.25% | +106+0.9% | Added |
| Vestmark Advisory Solutions, Inc. | 11,999 | $1.41M | 0.02% | +6,319+111.3% | Added |
| Excalibur Management Corp | 12,014 | $1.41M | 0.51% | +20+0.2% | Added |
| MBL Wealth, LLC | 12,017 | $1.41M | 0.11% | +2,204+22.5% | Added |
| Burkett Financial Services, LLC | 12,049 | $1.41M | 0.48% | +60+0.5% | Added |
| ZWJ Investment Counsel Inc | 12,064 | $1.41M | 0.05% | −35−0.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 12,111 | $1.42M | 0.11% | −109−0.9% | Reduced |
| Cornercap Investment Counsel Inc | 12,199 | $1.43M | 0.70% | −164−1.3% | Reduced |
| SWP Investment Management LLC | 12,229 | $1.43M | 1.04% | −2,949−19.4% | Reduced |
| TCW Group Inc | 12,231 | $1.43M | 0.01% | +12,231 | New |
| Souders Financial Advisors | 12,257 | $1.44M | 0.16% | +38+0.3% | Added |
| Continuum Advisory, LLC | 12,270 | $1.44M | 0.14% | −155−1.2% | Reduced |
| Pullen Investment Management, LLC | 12,283 | $1.44M | 0.76% | −87−0.7% | Reduced |
| Earnest Partners LLC | 12,304 | $1.44M | 0.01% | −1,344−9.8% | Reduced |
| Patten Group, Inc. | 12,361 | $1.45M | 0.27% | +40.0% | Added |
| Allen Capital Group, LLC | 12,371 | $1.45M | 0.13% | −135−1.1% | Reduced |
| Doliver Advisors, LP | 12,433 | $1.46M | 0.36% | +4,556+57.8% | Added |
| Columbia Asset Management | 12,434 | $1.46M | 0.26% | +457+3.8% | Added |
| Safe Harbor Fiduciary, LLC | 12,446 | $1.46M | 1.29% | +12,446 | New |
| Drucker Wealth 3.0, LLC | 12,467 | $1.46M | 0.26% | −1,117−8.2% | Reduced |
| Richard Bernstein Advisors LLC | 12,486 | $1.46M | 0.04% | −1,372−9.9% | Reduced |
| Voya Financial Advisors, Inc. | 12,478 | $1.47M | 0.14% | +74+0.6% | Added |
| Premier Fund Managers Ltd | 12,500 | $1.47M | 0.08% | +2,500+25.0% | Added |
| Concord Wealth Partners | 12,568 | $1.47M | 0.19% | −306−2.4% | Reduced |
| Change Path, LLC | 12,574 | $1.47M | 0.04% | −419−3.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 12,582 | $1.47M | 0.72% | +150+1.2% | Added |