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 |
|---|---|---|---|---|---|
| JT Stratford LLC | 12,595 | $1.48M | 0.19% | +376+3.1% | Added |
| Highview Capital Management LLC | 12,608 | $1.48M | 0.52% | −275−2.1% | Reduced |
| MTM Investment Management, LLC | 12,625 | $1.48M | 0.47% | −267−2.1% | Reduced |
| VestGen Advisors, LLC | 12,705 | $1.49M | 0.06% | +2,351+22.7% | Added |
| Hanson & Doremus Investment Management | 12,713 | $1.49M | 0.18% | −706−5.3% | Reduced |
| HBK Sorce Advisory LLC | 12,281 | $1.50M | 0.03% | +131+1.1% | Added |
| Norway Savings Bank | 12,786 | $1.50M | 0.69% | 00.0% | Unchanged |
| Kennondale Capital Management LLC | 12,865 | $1.51M | 1.11% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 12,900 | $1.51M | 0.06% | +12,900 | New |
| Portside Wealth Group, LLC | 12,932 | $1.52M | 0.21% | +174+1.4% | Added |
| Qtron Investments LLC | 12,983 | $1.52M | 0.20% | −1,563−10.7% | Reduced |
| King Luther Capital Management Corp | 12,996 | $1.52M | 0.01% | −1,467−10.1% | Reduced |
| Twin City Private Wealth, LLC | 13,101 | $1.54M | 1.16% | +698+5.6% | Added |
| Tema ETFs LLC | 13,117 | $1.54M | 0.12% | −36−0.3% | Reduced |
| Alps Advisors Inc | 13,157 | $1.54M | 0.01% | +2,998+29.5% | Added |
| Raleigh Capital Management Inc. | 13,194 | $1.55M | 0.56% | +601+4.8% | Added |
| Aviva PLC | 13,213 | $1.55M | 0.00% | 00.0% | Unchanged |
| Novare Capital Management LLC | 13,220 | $1.55M | 0.12% | +310+2.4% | Added |
| Integrated Wealth Concepts LLC | 13,224 | $1.55M | 0.02% | −19,421−59.5% | Reduced |
| Diversified Trust Co | 13,239 | $1.55M | 0.03% | +733+5.9% | Added |
| Mechanics Bank Trust Department | 13,247 | $1.55M | 0.20% | −367−2.7% | Reduced |
| Alpha Omega Wealth Management LLC | 13,253 | $1.55M | 0.26% | +43+0.3% | Added |
| First Manhattan Co | 13,295 | $1.56M | 0.00% | +103+0.8% | Added |
| Jacobi Capital Management LLC | 13,320 | $1.56M | 0.09% | −126−0.9% | Reduced |
| Orca Wealth Management, LLC | 12,926 | $1.57M | 1.12% | +277+2.2% | Added |
| Golden State Equity Partners | 13,369 | $1.57M | 0.25% | +7,083+112.7% | Added |
| Welch Group, LLC | 13,370 | $1.57M | 0.06% | +549+4.3% | Added |
| Focus Financial Network, Inc. | 13,432 | $1.57M | 0.05% | +215+1.6% | Added |
| NVWM, LLC | 13,432 | $1.57M | 0.34% | −91−0.7% | Reduced |
| Maven Securities LTD | 13,450 | $1.58M | 0.20% | +13,450 | New |
| Williams Jones Wealth Management, LLC. | 13,457 | $1.58M | 0.02% | +582+4.5% | Added |
| Trust Co of Vermont | 13,481 | $1.58M | 0.07% | +470+3.6% | Added |
| Trust Investment Advisors | 13,484 | $1.58M | 0.84% | +82+0.6% | Added |
| Vaughan Nelson Investment Management, L.P. | 13,525 | $1.59M | 0.02% | −12,325−47.7% | Reduced |
| Hartford Funds Management Co LLC | 13,527 | $1.59M | 0.13% | −298−2.2% | Reduced |
| Dakota Wealth Management | 13,552 | $1.59M | 0.03% | −2,982−18.0% | Reduced |
| ROI Financial Advisors, LLC | 13,567 | $1.59M | 0.91% | +978+7.8% | Added |
| Exencial Wealth Advisors, LLC | 13,640 | $1.60M | 0.05% | +329+2.5% | Added |
| Cornerstone Planning, LLC | 14,129 | $1.60M | 0.37% | +14,129 | New |
| LOM Asset Management Ltd | 13,681 | $1.60M | 0.46% | +275+2.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 13,728 | $1.61M | 0.84% | −88−0.6% | Reduced |
| Armor Investment Advisors, LLC | 13,730 | $1.61M | 0.59% | −3,511−20.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 13,736 | $1.61M | 0.32% | −342−2.4% | Reduced |
| Modern Wealth Management, LLC | 13,803 | $1.62M | 0.03% | +1,277+10.2% | Added |
| Park National Corp | 13,965 | $1.64M | 0.05% | −379−2.6% | Reduced |
| Weaver Capital Management LLC | 13,966 | $1.64M | 0.35% | +2,289+19.6% | Added |
| Ci Investments Inc. | 14,087 | $1.65M | 0.01% | +2,571+22.3% | Added |
| Aaron Wealth Advisors | 14,117 | $1.65M | 0.09% | +3,640+34.7% | Added |
| MSH Capital Advisors LLC | 14,121 | $1.66M | 0.35% | +238+1.7% | Added |
| NTV Asset Management LLC | 14,184 | $1.66M | 0.18% | +11+0.1% | Added |
| BFSG, LLC | 14,199 | $1.66M | 0.16% | +1,593+12.6% | Added |
| Burke & Herbert Bank & Trust Co | 14,247 | $1.67M | 0.46% | −166−1.2% | Reduced |
| Confluence Wealth Services, Inc. | 14,260 | $1.67M | 0.07% | −1,027−6.7% | Reduced |
| Victrix Investment Advisors | 14,270 | $1.67M | 0.65% | +567+4.1% | Added |
| Meridian Financial Partners LLC | 14,136 | $1.69M | 0.67% | +307+2.2% | Added |
| WealthTrust Axiom LLC | 14,399 | $1.69M | 0.43% | −199−1.4% | Reduced |
| Convergence Financial, LLC | 14,471 | $1.70M | 0.25% | +890+6.6% | Added |
| Biltmore Family Office, LLC | 14,472 | $1.70M | 0.23% | +2,974+25.9% | Added |
| Private Wealth Partners, LLC | 14,473 | $1.70M | 0.12% | −182−1.2% | Reduced |
| Ethos Financial Group, LLC | 14,520 | $1.70M | 0.13% | −995−6.4% | Reduced |
| RFG Advisory, LLC | 14,526 | $1.70M | 0.03% | −739−4.8% | Reduced |
| Capital Investment Counsel, Inc | 14,572 | $1.71M | 0.20% | +50.0% | Added |
| Cresset Asset Management, LLC | 14,652 | $1.72M | 0.01% | +3,511+31.5% | Added |
| Cullen/Frost Bankers, Inc. | 14,658 | $1.72M | 0.02% | +1,418+10.7% | Added |
| BCS Wealth Management | 14,666 | $1.72M | 0.17% | +7,150+95.1% | Added |
| Bull Street Advisors, LLC | 14,673 | $1.72M | 0.80% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 14,689 | $1.72M | 0.14% | +11,201+321.1% | Added |
| Pettyjohn, Wood & White, Inc | 14,713 | $1.72M | 0.27% | +376+2.6% | Added |
| Integrated Advisors Network LLC | 14,766 | $1.73M | 0.08% | −178−1.2% | Reduced |
| Parcion Private Wealth LLC | 14,789 | $1.73M | 0.11% | −41−0.3% | Reduced |
| Buckingham Strategic Partners | 14,810 | $1.74M | 0.02% | −13,682−48.0% | Reduced |
| Grandview Asset Management LLC | 14,813 | $1.74M | 0.48% | +825+5.9% | Added |
| Capitolis Liquid Global Markets LLC | 14,851 | $1.74M | 0.01% | +14,851 | New |
| Rahlfs Capital, LLC | 14,986 | $1.76M | 1.36% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 14,997 | $1.76M | 0.08% | −248−1.6% | Reduced |
| Gibson Wealth Advisors LLC | 15,000 | $1.76M | 1.21% | 00.0% | Unchanged |
| United Community Bank | 15,108 | $1.77M | 0.67% | −3,936−20.7% | Reduced |
| Center for Wealth Management Advisory | 15,136 | $1.77M | 1.31% | +15,136 | New |
| Ethic Inc. | 15,155 | $1.78M | 0.03% | −14−0.1% | Reduced |
| Silver Oak Securities, Inc | 15,129 | $1.78M | 0.12% | +680+4.7% | Added |
| RMB Capital Management, LLC | 15,202 | $1.78M | 0.03% | −681−4.3% | Reduced |
| InTrack Investment Management Inc | 15,273 | $1.79M | 1.00% | +1,465+10.6% | Added |
| Wedmont Private Capital | 15,423 | $1.79M | 0.06% | −767−4.7% | Reduced |
| Perigon Wealth Management, LLC | 15,333 | $1.80M | 0.03% | +44+0.3% | Added |
| Successful Portfolios LLC | 15,422 | $1.80M | 0.92% | −4,254−21.6% | Reduced |
| First National Trust Co | 15,391 | $1.80M | 0.06% | −892−5.5% | Reduced |
| Trust Co of the South | 15,397 | $1.80M | 0.29% | +7,624+98.1% | Added |
| City Holding Co | 15,413 | $1.81M | 0.22% | −81−0.5% | Reduced |
| Green Square Capital Advisors LLC | 15,471 | $1.81M | 0.19% | −1,756−10.2% | Reduced |
| Mission Wealth Management, LP | 15,485 | $1.81M | 0.04% | −102−0.7% | Reduced |
| Ritholtz Wealth Management | 15,579 | $1.83M | 0.03% | +440+2.9% | Added |
| Cornerstone Capital, Inc. | 15,584 | $1.83M | 0.18% | +320+2.1% | Added |
| Journey Retirement Planning & Investment Management LLC | 15,592 | $1.83M | 0.38% | +15,592 | New |
| MidFirst Bank | 17,445 | $1.83M | 0.15% | +17,445 | New |
| Alchemi Wealth, LLC | 15,607 | $1.83M | 1.00% | +15,607 | New |
| Jeppson Wealth Management, LLC | 15,618 | $1.83M | 0.58% | −39−0.2% | Reduced |
| AssuredPartners Investment Advisors, LLC | 15,690 | $1.84M | 0.27% | +510+3.4% | Added |
| Ameritas Advisory Services, LLC | 15,727 | $1.84M | 0.07% | +9,989+174.1% | Added |
| Agp Franklin, LLC | 15,752 | $1.85M | 0.87% | +224+1.4% | Added |
| Ballast, Inc. | 15,790 | $1.85M | 0.43% | +11+0.1% | Added |