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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 15,833 | $1.86M | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 15,864 | $1.86M | 0.14% | −763−4.6% | Reduced |
| Symphony Financial, Ltd. Co. | 15,809 | $1.86M | 0.25% | +72+0.5% | Added |
| Cornerstone Wealth Management, LLC | 15,975 | $1.87M | 0.10% | +1,037+6.9% | Added |
| Bradley Foster & Sargent Inc | 16,035 | $1.88M | 0.03% | −304−1.9% | Reduced |
| Meridian Wealth Management, LLC | 16,040 | $1.88M | 0.07% | +1,515+10.4% | Added |
| Precedent Wealth Partners, LLC | 16,119 | $1.89M | 0.40% | +1,205+8.1% | Added |
| Northcape Wealth Management, LLC | 16,120 | $1.89M | 0.53% | −34−0.2% | Reduced |
| Allianz Asset Management GmbH | 16,236 | $1.90M | 0.00% | −38,522−70.3% | Reduced |
| Advisory Alpha, LLC | 16,234 | $1.90M | 0.05% | −697−4.1% | Reduced |
| Oak Harbor Wealth Partners, LLC | 16,237 | $1.90M | 0.46% | +1,292+8.6% | Added |
| Orleans Capital Management Corp | 16,238 | $1.90M | 1.18% | −1,006−5.8% | Reduced |
| Essex Financial Services, Inc. | 16,387 | $1.92M | 0.11% | +155+1.0% | Added |
| Marks Group Wealth Management, Inc | 16,408 | $1.92M | 0.18% | +1,946+13.5% | Added |
| Advisor OS, LLC | 16,575 | $1.94M | 0.16% | +211+1.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 16,629 | $1.95M | 0.21% | −299−1.8% | Reduced |
| Heritage Wealth Management, Inc. | 16,671 | $1.95M | 0.54% | +20.0% | Added |
| Alaethes Wealth LLC | 16,705 | $1.96M | 0.55% | +29+0.2% | Added |
| Clear Trail Advisors, LLC | 16,775 | $1.97M | 0.46% | +16,775 | New |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,791 | $1.97M | 0.14% | +1,270+8.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 16,240 | $1.98M | 0.28% | +50.0% | Added |
| Ipswich Investment Management Co., Inc. | 16,890 | $1.98M | 0.46% | −219−1.3% | Reduced |
| London Co of Virginia | 16,961 | $1.99M | 0.01% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 17,046 | $2.00M | 0.95% | +48+0.3% | Added |
| Smith, Moore & Co. | 17,159 | $2.01M | 0.15% | −715−4.0% | Reduced |
| Courier Capital LLC | 17,186 | $2.01M | 0.11% | +58+0.3% | Added |
| V. M. Manning & Co., Inc. | 17,192 | $2.02M | 2.03% | −2,202−11.4% | Reduced |
| Meeder Advisory Services, Inc. | 17,254 | $2.02M | 0.09% | −797−4.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,298 | $2.03M | 0.59% | −114−0.7% | Reduced |
| SWS Partners | 17,310 | $2.03M | 0.49% | +550+3.3% | Added |
| IHT Wealth Management, LLC | 17,330 | $2.03M | 0.05% | +272+1.6% | Added |
| Donaldson Capital Management, LLC | 17,362 | $2.03M | 0.06% | +26+0.1% | Added |
| Drake & Associates, LLC | 17,404 | $2.04M | 0.41% | −6,391−26.9% | Reduced |
| Wagner Wealth Management, LLC | 17,407 | $2.04M | 0.43% | +540+3.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17,414 | $2.04M | 0.24% | −417−2.3% | Reduced |
| Norden Group LLC | 17,455 | $2.05M | 0.20% | −1,735−9.0% | Reduced |
| Strategic Blueprint, LLC | 17,470 | $2.05M | 0.12% | −6,779−28.0% | Reduced |
| TSP Capital Management Group, LLC | – | $2.06M | 0.50% | – | – |
| Skopos Labs, Inc. | 17,570 | $2.06M | 0.10% | +4,269+32.1% | Added |
| RDA Financial Network | 17,619 | $2.07M | 0.50% | +603+3.5% | Added |
| TCG Advisory Services, LLC | 17,655 | $2.07M | 0.06% | +674+4.0% | Added |
| Tower Research Capital LLC (TRC) | 17,855 | $2.09M | 0.05% | +6,616+58.9% | Added |
| Rodgers Brothers Inc. | 17,878 | $2.10M | 0.25% | −3,714−17.2% | Reduced |
| Delta Global Management LP | 17,893 | $2.10M | 0.15% | −2,386−11.8% | Reduced |
| Berkeley Capital Partners, LLC | 17,909 | $2.10M | 0.49% | −3,484−16.3% | Reduced |
| Indie Asset Partners, LLC | 17,933 | $2.10M | 2.34% | +14,114+369.6% | Added |
| Marino, Stram & Associates LLC | 18,051 | $2.12M | 0.38% | +235+1.3% | Added |
| TD Waterhouse Canada Inc. | 18,107 | $2.12M | 0.01% | −3,754−17.2% | Reduced |
| Wolff Wiese Magana LLC | 18,147 | $2.13M | 1.16% | +1,286+7.6% | Added |
| LVW Advisors, LLC | 18,156 | $2.13M | 0.22% | −1,437−7.3% | Reduced |
| Fundamentun, LLC | 18,368 | $2.15M | 0.09% | +357+2.0% | Added |
| Brandywine Financial Group | 18,385 | $2.15M | 4.68% | +18,385 | New |
| Ledgewood Wealth Advisors, LLC | 18,404 | $2.16M | 1.24% | 00.0% | Unchanged |
| Summit Financial, LLC | 18,458 | $2.16M | 0.03% | −50.0% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 18,458 | $2.16M | 1.65% | −18,253−49.7% | Reduced |
| Canandaigua National Bank & Trust Co | 18,558 | $2.18M | 0.19% | −833−4.3% | Reduced |
| BKD Wealth Advisors, LLC | 18,624 | $2.18M | 0.04% | −612−3.2% | Reduced |
| Argent Advisors, Inc. | 18,626 | $2.18M | 0.61% | −45−0.2% | Reduced |
| Dougherty & Associates, LLC | 18,685 | $2.19M | 1.96% | +18,685 | New |
| Compagnie Lombard Odier SCmA | 18,750 | $2.20M | 0.02% | 00.0% | Unchanged |
| Westpac Banking Corp | 18,760 | $2.20M | 0.14% | −21−0.1% | Reduced |
| Measured Risk Portfolios, Inc. | 18,815 | $2.21M | 2.54% | −1,396−6.9% | Reduced |
| Wealth Alliance | 18,823 | $2.21M | 0.22% | −276−1.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 18,839 | $2.21M | 0.05% | +57+0.3% | Added |
| Plan Group Financial, LLC | 18,864 | $2.21M | 0.57% | +1,425+8.2% | Added |
| Laird Norton Trust Company, LLC | 18,911 | $2.22M | 0.05% | +18,911 | New |
| Westwood Holdings Group Inc. | 18,986 | $2.23M | 0.02% | +935+5.2% | Added |
| Inspire Trust Co, N.A. | 19,000 | $2.23M | 0.37% | +3,000+18.8% | Added |
| Davis Investment Partners, LLC | 19,056 | $2.24M | 0.78% | −292−1.5% | Reduced |
| Private Trust Co NA | 19,142 | $2.24M | 0.20% | +3,158+19.8% | Added |
| Garton & Associates Financial Advisors LLC | 19,156 | $2.25M | 1.26% | +19,156 | New |
| SageView Advisory Group, LLC | 19,199 | $2.25M | 0.08% | −784−3.9% | Reduced |
| McMahon Financial Advisors, LLC | 19,206 | $2.25M | 0.48% | +1,411+7.9% | Added |
| Advanced Asset Management Advisors Inc | 19,349 | $2.27M | 0.62% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 19,408 | $2.27M | 0.00% | +12+0.1% | Added |
| Ieq Capital, LLC | 19,527 | $2.29M | 0.01% | −5,763−22.8% | Reduced |
| Citizens Financial Group Inc | 19,561 | $2.29M | 0.03% | +20.0% | Added |
| Callan Family Office, LLC | 19,574 | $2.29M | 0.05% | +3,140+19.1% | Added |
| Cannon Wealth Management Services, LLC | 19,593 | $2.30M | 1.62% | −70.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 19,598 | $2.30M | 0.13% | −384−1.9% | Reduced |
| Harbor Capital Advisors, Inc. | 19,684 | $2.31M | 0.18% | −28−0.1% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 19,705 | $2.31M | 0.30% | +94+0.5% | Added |
| Miller Howard Investments Inc | 19,801 | $2.32M | 0.07% | +1,448+7.9% | Added |
| Armis Advisers, LLC | 18,358 | $2.33M | 0.26% | −221−1.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 19,861 | $2.33M | 0.48% | +594+3.1% | Added |
| Stamos Capital Partners, L.P. | 19,964 | $2.34M | 0.38% | +6,594+49.3% | Added |
| Atomi Financial Group, Inc. | 20,031 | $2.35M | 0.07% | +4,945+32.8% | Added |
| Valeo Financial Advisors, LLC | 20,050 | $2.35M | 0.05% | −973−4.6% | Reduced |
| Lineweaver Wealth Advisors, LLC | 20,112 | $2.36M | 0.32% | +1,308+7.0% | Added |
| AlphaCore Capital LLC | 20,151 | $2.36M | 0.05% | +10,341+105.4% | Added |
| Clarkston Capital Partners, LLC | 20,210 | $2.37M | 0.05% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 20,277 | $2.38M | 0.07% | −5,457−21.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 20,292 | $2.38M | 0.08% | −1,258−5.8% | Reduced |
| Wedbush Securities Inc | 20,312 | $2.38M | 0.07% | +163+0.8% | Added |
| Old Port Advisors | 20,326 | $2.38M | 0.59% | +546+2.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 20,364 | $2.39M | 0.34% | +1,604+8.6% | Added |
| Certified Advisory Corp | 20,443 | $2.40M | 0.22% | +197+1.0% | Added |
| GAMMA Investing LLC | 20,451 | $2.40M | 0.12% | −901−4.2% | Reduced |
| Lee Danner & Bass Inc | 20,467 | $2.40M | 0.17% | −545−2.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,474 | $2.40M | 0.16% | 00.0% | Unchanged |