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 |
|---|---|---|---|---|---|
| Pin Oak Investment Advisors Inc | 417 | $51.0K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 443 | $51.9K | 0.01% | +443 | New |
| TSFG, LLC | 446 | $52.0K | 0.01% | +1+0.2% | Added |
| Wealth Watch Advisors, INC | 452 | $53.0K | 0.02% | +9+2.0% | Added |
| Kemnay Advisory Services Inc. | 457 | $53.6K | 0.01% | +457 | New |
| Wellington-Altus USA Inc. | 478 | $56.0K | 0.04% | +478 | New |
| Boyd Watterson Asset Management LLC | 479 | $56.1K | 0.02% | −8−1.6% | Reduced |
| Trust Co | 482 | $56.5K | 0.01% | +382+382.0% | Added |
| Covestor Ltd | 486 | $57.0K | 0.03% | −6−1.2% | Reduced |
| Cornerstone National Bank & Trust Co | 487 | $57.1K | 0.02% | +154+46.2% | Added |
| BankPlus Trust Department | 494 | $57.9K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 500 | $58.0K | 0.02% | +500 | New |
| FWL Investment Management, LLC | 495 | $58.0K | 0.01% | +126+34.1% | Added |
| Cherry Tree Wealth Management, LLC | 496 | $58.1K | 0.01% | +5+1.0% | Added |
| Hussman Strategic Advisors, Inc. | 500 | $58.6K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 500 | $58.6K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 504 | $59.0K | 0.06% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 507 | $59.4K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 509 | $59.7K | 0.01% | +509 | New |
| Foster Dykema Cabot & Partners, LLC | 512 | $60.0K | 0.00% | −252−33.0% | Reduced |
| Motco | 521 | $61.1K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 547 | $64.1K | 0.02% | −39−6.7% | Reduced |
| Centerpoint Advisors, LLC | 553 | $65.0K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 560 | $65.6K | 0.00% | −631−53.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 561 | $65.7K | 0.05% | +2+0.4% | Added |
| Bruce G. Allen Investments, LLC | 562 | $65.9K | 0.04% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 563 | $66.0K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 568 | $66.6K | 0.04% | +568 | New |
| Fortis Group Advisors, LLC | 570 | $66.8K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 574 | $67.3K | 0.41% | −159−21.7% | Reduced |
| 1248 Management, LLC | 587 | $68.8K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 600 | $70.3K | 0.01% | −300−33.3% | Reduced |
| Sachetta, LLC | 602 | $70.6K | 0.04% | +339+128.9% | Added |
| New Millennium Group LLC | 604 | $70.8K | 0.03% | −173−22.3% | Reduced |
| Simplex Trading, LLC | 623 | $73.0K | 0.00% | +623 | New |
| Wellington Shields Capital Management, LLC | 630 | $73.8K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 632 | $74.1K | 0.00% | +94+17.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 636 | $74.5K | 0.02% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 639 | $74.9K | 0.01% | +639 | New |
| Hartford Financial Management Inc. | 642 | $75.2K | 0.02% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 654 | $76.7K | 0.05% | −126−16.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 667 | $78.2K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 674 | $79.1K | 0.04% | +5+0.7% | Added |
| GoalVest Advisory LLC | 705 | $82.6K | 0.02% | −66−8.6% | Reduced |
| Wall Street Access Asset Management, LLC | 713 | $83.6K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 704 | $84.3K | 0.03% | +65+10.2% | Added |
| LRI Investments, LLC | 723 | $84.7K | 0.01% | −159−18.0% | Reduced |
| Luken Investment Analytics, LLC | 726 | $85.1K | 0.03% | +5+0.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 763 | $89.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 796 | $93.3K | 0.01% | +21+2.7% | Added |
| Louisbourg Investments Inc. | 800 | $93.8K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 807 | $94.6K | 0.02% | +65+8.8% | Added |
| Torren Management, LLC | 814 | $95.4K | 0.05% | +814 | New |
| Tower Trust & Investment Co | 819 | $96.0K | 0.06% | +612+295.7% | Added |
| Aquatic Capital Management LLC | 820 | $96.1K | 0.00% | +820 | New |
| Beaird Harris Wealth Management, LLC | 830 | $97.3K | 0.01% | +140+20.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 848 | $99.0K | 0.00% | +40+5.0% | Added |
| GW&K Investment Management, LLC | 862 | $101.0K | 0.00% | −54−5.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 865 | $101.4K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 872 | $102.0K | 0.02% | −13−1.5% | Reduced |
| Key Financial Inc | 876 | $102.7K | 0.02% | +49+5.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 880 | $103.1K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 913 | $107.0K | 0.00% | −115−11.2% | Reduced |
| Pacifica Partners Inc. | 915 | $107.5K | 0.05% | −36−3.8% | Reduced |
| Avanza Fonder AB | 928 | $108.8K | 0.00% | +928 | New |
| C M Bidwell & Associates Ltd | 941 | $110.3K | 0.05% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 946 | $110.9K | 0.03% | −1,145−54.8% | Reduced |
| Capital Advisors, Ltd. LLC | 949 | $111.0K | 0.01% | +80+9.2% | Added |
| Aventura Private Wealth, LLC | 968 | $113.5K | 0.04% | −90−8.5% | Reduced |
| Bangor Savings Bank | 969 | $113.6K | 0.01% | +34+3.6% | Added |
| Asset Dedication, LLC | 976 | $114.4K | 0.01% | −2,465−71.6% | Reduced |
| Guinness Asset Management LTD | 984 | $115.6K | 0.00% | +359+57.4% | Added |
| Whipplewood Advisors, LLC | 992 | $116.3K | 0.07% | +7+0.7% | Added |
| Global Trust Asset Management, LLC | 1,006 | $117.9K | 0.05% | −206−17.0% | Reduced |
| Catalyst Capital Advisors LLC | 1,011 | $118.5K | 0.00% | −292−22.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,014 | $118.8K | 0.01% | +64+6.7% | Added |
| Copia Wealth Management | 1,017 | $119.2K | 0.09% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,018 | $119.3K | 0.07% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 1,025 | $120.2K | 0.04% | −65−6.0% | Reduced |
| Piscataqua Savings Bank | 1,029 | $120.6K | 0.08% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 1,030 | $120.7K | 0.06% | +1,030 | New |
| Dakota Community Bank & Trust NA | 1,037 | $121.5K | 0.42% | +30+3.0% | Added |
| Acumen Wealth Advisors, LLC | 1,040 | $121.9K | 0.04% | +1,040 | New |
| WPG Advisers, LLC | 1,044 | $122.4K | 0.09% | +251+31.7% | Added |
| Howard Capital Management Group, LLC | 1,048 | $122.8K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,059 | $124.1K | 0.01% | −62−5.5% | Reduced |
| Turning Point Benefit Group, Inc. | 1,081 | $126.7K | 0.07% | +62+6.1% | Added |
| DV Equities, LLC | 1,083 | $126.9K | 0.02% | +1,083 | New |
| WFA of San Diego, LLC | 1,087 | $127.3K | 0.09% | 00.0% | Unchanged |
| Coastline Trust Co | 1,100 | $128.9K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,107 | $129.8K | 0.03% | +340+44.3% | Added |
| Canopy Partners, LLC | 1,114 | $130.6K | 0.04% | +23+2.1% | Added |
| Westside Investment Management, Inc. | 1,116 | $130.9K | 0.02% | −7−0.6% | Reduced |
| Bravera Wealth | 1,148 | $134.6K | 0.07% | +1,148 | New |
| Alerus Financial NA | 1,154 | $135.3K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 1,165 | $136.6K | 0.02% | +8+0.7% | Added |
| Smallwood Wealth Investment Management, LLC | 1,172 | $137.4K | 0.07% | −33−2.7% | Reduced |
| Cutler Capital Management, LLC | 1,183 | $138.7K | 0.04% | −36−3.0% | Reduced |
| Havemeyer Place LP | 1,214 | $142.3K | 0.03% | +1,214 | New |
| S.A. Mason LLC | 1,215 | $142.4K | 0.06% | 00.0% | Unchanged |