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; 2,492 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
- 2,400
- +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
- 828 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 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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 |
|---|---|---|---|---|---|
| Richard W. Paul & Associates, LLC | 149 | $17.5K | 0.01% | +2+1.4% | Added |
| Optima Capital LLC | 149 | $17.5K | 0.01% | +149 | New |
| POM Investment Strategies, LLC | 150 | $17.6K | 0.01% | +41+37.6% | Added |
| Raffa Wealth Management, LLC | 152 | $17.8K | 0.00% | +14+10.1% | Added |
| MidAtlantic Capital Management, Inc. | 155 | $18.2K | 0.01% | +155 | New |
| Rocky Mountain Advisers, LLC | 155 | $18.2K | 0.01% | +55+55.0% | Added |
| Robinswood Financial LLC | 155 | $18.2K | 0.01% | +1+0.6% | Added |
| Orion Capital Management LLC | 159 | $18.6K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 159 | $18.7K | 0.02% | −116−42.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 165 | $19.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 165 | $19.3K | 0.01% | +132+400.0% | Added |
| Essential Partners LLC | 167 | $19.6K | 0.01% | −617−78.7% | Reduced |
| Howard Hughes Medical Institute | 167 | $19.6K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 169 | $19.8K | 0.01% | 00.0% | Unchanged |
| Blueline Advisors LLC | 170 | $19.9K | 0.02% | +170 | New |
| Hallmark Capital Management Inc | 171 | $20.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 168 | $20.2K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 173 | $20.3K | 0.01% | +55+46.6% | Added |
| Highline Wealth Partners LLC | 174 | $20.4K | 0.01% | −12−6.5% | Reduced |
| Elequin Capital LP | 174 | $20.4K | 0.00% | +174 | New |
| Mascoma Wealth Management LLC | 176 | $20.6K | 0.00% | +14+8.6% | Added |
| CDKV Holdings LLC | 178 | $20.9K | 0.02% | +178 | New |
| Financial Connections Group, Inc. | 187 | $21.0K | 0.01% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 181 | $21.3K | 0.02% | +181 | New |
| TD Capital Management LLC | 182 | $21.3K | 0.00% | +61+50.4% | Added |
| Ankerstar Wealth, LLC | 182 | $21.4K | 0.02% | +182 | New |
| 1 North Wealth Services LLC | 183 | $21.4K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 183 | $21.4K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 183 | $21.4K | 0.01% | +2+1.1% | Added |
| ORG Wealth Partners, LLC | 185 | $21.8K | 0.01% | −258−58.2% | Reduced |
| MPWM Advisory Solutions, LLC | 187 | $21.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 190 | $22.3K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 190 | $22.3K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 192 | $22.5K | 0.01% | −69−26.4% | Reduced |
| Financial Freedom, LLC | 192 | $22.5K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 193 | $22.6K | 0.00% | +193 | New |
| Millstone Evans Group, LLC | 194 | $22.7K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 195 | $22.9K | 0.01% | +27+16.1% | Added |
| S&T Bank | 196 | $23.0K | 0.01% | −4−2.0% | Reduced |
| Deane Retirement Strategies, Inc. | 197 | $23.1K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 200 | $23.4K | 0.01% | +66+49.3% | Added |
| Ares Financial Consulting, LLC | 200 | $23.4K | 0.02% | +200 | New |
| Modus Advisors, LLC | 205 | $24.0K | 0.01% | +205 | New |
| NorthAvenue LLC | 206 | $24.1K | 0.02% | +206 | New |
| SOA Wealth Advisors, LLC. | 208 | $24.4K | 0.00% | +1+0.5% | Added |
| Basso Capital Management, L.P. | 212 | $24.8K | 0.01% | +212 | New |
| Evolution Wealth Management Inc. | 218 | $25.6K | 0.02% | +200+1,111.1% | Added |
| Dorato Capital Management | 216 | $25.6K | 0.02% | +216 | New |
| Financial Network Wealth Advisors LLC | 220 | $25.8K | 0.03% | −33−13.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 222 | $26.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 223 | $26.1K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 224 | $26.4K | 0.01% | +27+13.7% | Added |
| Triumph Capital Management | 231 | $27.0K | 0.01% | +231 | New |
| Noble Wealth Management PBC | 233 | $27.3K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 221 | $27.3K | 0.04% | 00.0% | Unchanged |
| Lipe & Dalton | 243 | $28.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 239 | $28.0K | 0.03% | +239 | New |
| Avion Wealth | 254 | $29.0K | 0.01% | −434−63.1% | Reduced |
| Vermillion Wealth Management, Inc. | 250 | $29.3K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 250 | $29.3K | 0.00% | +27+12.1% | Added |
| Winch Advisory Services, LLC | 251 | $29.4K | 0.01% | +3+1.2% | Added |
| CoreFirst Bank & Trust | 252 | $29.5K | 0.02% | −290−53.5% | Reduced |
| Wellington Grp LLC | 252 | $29.5K | 0.01% | +252 | New |
| Lodestone Wealth Management LLC | 254 | $29.8K | 0.01% | +254 | New |
| SIMA Wealth Partners, LLC | 258 | $30.2K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 258 | $30.2K | 0.00% | −50−16.2% | Reduced |
| Access Investment Management LLC | 262 | $32.4K | 0.01% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 278 | $32.5K | 0.05% | −2,204−88.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 280 | $32.8K | 0.05% | +210+300.0% | Added |
| Abound Wealth Management | 280 | $32.9K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 283 | $33.2K | 0.01% | +283 | New |
| Cornerstone Planning Group LLC | 277 | $33.3K | 0.01% | +275+13,750.0% | Added |
| Private Wealth Management Group, LLC | 286 | $33.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 287 | $33.6K | 0.01% | +49+20.6% | Added |
| Bare Financial Services, Inc | 289 | $33.9K | 0.01% | +9+3.2% | Added |
| McGuire Capital Advisors Inc | 290 | $34.0K | 0.02% | +290 | New |
| Peck Wealth Management, LLC | 300 | $35.2K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 304 | $35.6K | 0.00% | −15−4.7% | Reduced |
| Advocate Investing Services LLC | 306 | $35.9K | 0.03% | +306 | New |
| CGC Financial Services, LLC | 308 | $36.1K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 310 | $36.3K | 0.01% | −36−10.4% | Reduced |
| Abound Financial, LLC | 323 | $37.9K | 0.01% | −1,778−84.6% | Reduced |
| Legacy Wealth Managment, LLC | 324 | $38.0K | 0.02% | +84+35.0% | Added |
| Olistico Wealth, LLC | 326 | $38.3K | 0.02% | +326 | New |
| Canton Hathaway, LLC | 331 | $38.8K | 0.01% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 342 | $40.1K | 0.03% | +3+0.9% | Added |
| First Community Trust NA | 348 | $40.8K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 351 | $41.1K | 0.00% | +4+1.2% | Added |
| TFC Financial Management | 353 | $41.4K | 0.01% | −300−45.9% | Reduced |
| 1620 Investment Advisors, Inc. | 353 | $41.4K | 0.03% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 362 | $42.4K | 0.04% | +362 | New |
| Midwest Capital Advisors, LLC | 370 | $43.4K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 373 | $43.8K | 0.02% | +1+0.3% | Added |
| Anfield Capital Management, LLC | 379 | $44.4K | 0.01% | +54+16.6% | Added |
| Key Capital Management, INC | 393 | $46.1K | 0.05% | +393 | New |
| Advantage Trust Co | 399 | $46.8K | 0.02% | −630−61.2% | Reduced |
| Hoey Investments, Inc | 400 | $46.9K | 0.01% | −30−7.0% | Reduced |
| Delta Asset Management LLC | 401 | $47.0K | 0.00% | −12−2.9% | Reduced |
| Monetary Solutions, Ltd | 401 | $47.0K | 0.05% | +401 | New |
| Horrell Capital Management, Inc. | 429 | $50.3K | 0.02% | 00.0% | Unchanged |