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 |
|---|---|---|---|---|---|
| Purpose Unlimited Inc. | 1,216 | $142.5K | 0.01% | +1,216 | New |
| GGM Financials LLC | 1,217 | $142.7K | 0.07% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,233 | $144.5K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,237 | $145.0K | 0.11% | −2,767−69.1% | Reduced |
| New England Capital Financial Advisors LLC | 1,269 | $148.7K | 0.06% | +1+0.1% | Added |
| Holos Integrated Wealth LLC | 1,271 | $149.3K | 0.08% | +420+49.4% | Added |
| Ostrum Asset Management | 1,312 | $153.8K | 0.01% | −435−24.9% | Reduced |
| Hollencrest Capital Management | 1,317 | $154.3K | 0.01% | +67+5.4% | Added |
| Fortitude Family Office, LLC | 1,326 | $155.4K | 0.04% | −2−0.2% | Reduced |
| Godfrey Financial Associates, Inc. | 1,327 | $155.5K | 0.13% | +1,327 | New |
| Kimelman & Baird, LLC | 1,332 | $156.1K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,334 | $156.4K | 0.04% | +57+4.5% | Added |
| Redmont Wealth Advisors LLC | 1,347 | $157.9K | 0.24% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,348 | $158.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,348 | $158.0K | 0.03% | +159+13.4% | Added |
| Rossby Financial, LCC | 1,365 | $160.0K | 0.05% | +61+4.7% | Added |
| Prosperity Bancshares Inc | 1,366 | $160.1K | 0.14% | +1,366 | New |
| Wealth Preservation Advisors, LLC | 1,381 | $161.9K | 0.08% | 00.0% | Unchanged |
| Vestor Capital, LLC | 51,829 | $162.0K | 0.01% | +50,444+3,642.2% | Added |
| Vision Financial Markets LLC | 1,395 | $163.5K | 0.17% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,395 | $163.5K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 1,402 | $164.4K | 0.09% | +1,402 | New |
| Nemes Rush Group LLC | 1,447 | $169.6K | 0.02% | +272+23.1% | Added |
| Deseret Mutual Benefit Administrators | 1,448 | $169.7K | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,466 | $171.0K | 0.02% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 1,463 | $171.5K | 0.15% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 1,465 | $171.7K | 0.09% | −15−1.0% | Reduced |
| Center for Financial Planning, Inc. | 1,473 | $172.7K | 0.02% | +103+7.5% | Added |
| Private Wealth Asset Management, LLC | 1,479 | $173.4K | 0.02% | +156+11.8% | Added |
| Morse Asset Management, Inc | 1,500 | $175.8K | 0.04% | 00.0% | Unchanged |
| Palladiem, LLC | 1,514 | $178.2K | 0.17% | +1,514 | New |
| Transamerica Financial Advisors, Inc. | 1,533 | $179.7K | 0.02% | +320+26.4% | Added |
| McIlrath & Eck, LLC | 1,535 | $179.9K | 0.02% | +36+2.4% | Added |
| Richards, Merrill & Peterson, Inc. | 1,545 | $181.1K | 0.07% | +1,545 | New |
| ORG Partners LLC | 1,554 | $182.1K | 0.03% | +809+108.6% | Added |
| Elyxium Wealth, LLC | 1,561 | $182.9K | 0.05% | −274−14.9% | Reduced |
| Medallion Wealth Advisors, LLC | 1,588 | $186.2K | 0.06% | +168+11.8% | Added |
| Optiver Holding B.V. | 1,591 | $186.5K | 0.00% | +1,591 | New |
| VSM Wealth Advisory, LLC | 1,594 | $186.9K | 0.06% | −75−4.5% | Reduced |
| West Branch Capital LLC | 1,624 | $190.3K | 0.05% | −100−5.8% | Reduced |
| IMG Wealth Management, Inc. | 1,639 | $192.1K | 0.12% | +22+1.4% | Added |
| Scarborough Advisors, LLC | 1,644 | $192.7K | 0.03% | +387+30.8% | Added |
| Barrett & Company, Inc. | 1,651 | $193.5K | 0.06% | 00.0% | Unchanged |
| Allianz SE | 1,666 | $195.3K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 1,670 | $196.0K | 0.11% | −154−8.4% | Reduced |
| USA Financial Portformulas Corp | 1,673 | $196.1K | 0.04% | −1,757−51.2% | Reduced |
| Fairscale Capital, LLC | 1,691 | $198.2K | 0.13% | +1,051+164.2% | Added |
| FSA Advisors, Inc. | 20,151 | $198.3K | 0.14% | +20,151 | New |
| Walsky Investment Management, Inc. | 1,707 | $200.1K | 0.20% | +1,707 | New |
| Cambient Family Office, LLC | 1,712 | $200.7K | 0.03% | +1,712 | New |
| Wilkins Miller Wealth Management, LLC | 1,713 | $200.8K | 0.12% | +6+0.4% | Added |
| Stonebridge Financial Group, LLC | 1,714 | $200.9K | 0.17% | +1,714 | New |
| Alteri Wealth LLC | 1,718 | $201.3K | 0.07% | −79−4.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 1,719 | $201.5K | 0.04% | −25−1.4% | Reduced |
| IVC Wealth Advisors LLC | 1,720 | $201.6K | 0.09% | +25+1.5% | Added |
| Rather & Kittrell, Inc. | 1,722 | $201.8K | 0.03% | +46+2.7% | Added |
| AlphaGrep UK Ltd | 1,725 | $202.2K | 0.07% | +1,725 | New |
| Old Second National Bank of Aurora | 1,726 | $202.3K | 0.04% | −30−1.7% | Reduced |
| Ruggiero Investments, Inc. | 1,727 | $202.4K | 0.18% | +1,727 | New |
| Warren Street Wealth Advisors, LLC | 1,729 | $202.7K | 0.06% | +33+1.9% | Added |
| Heritage Trust Co | 1,731 | $202.9K | 0.02% | +18+1.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,732 | $203.0K | 0.09% | +8+0.5% | Added |
| Hughes Financial Services, LLC | 1,732 | $203.0K | 0.03% | −21−1.2% | Reduced |
| Wingate Wealth Advisors, Inc. | 1,733 | $203.1K | 0.11% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 1,733 | $203.1K | 0.07% | +1+0.1% | Added |
| Ironsides Asset Advisors, LLC | 1,736 | $203.5K | 0.05% | 00.0% | Unchanged |
| Americana Partners, LLC | 1,740 | $203.9K | 0.01% | −2,077−54.4% | Reduced |
| Bullock Wealth Management Group | 1,742 | $204.2K | 0.10% | −16−0.9% | Reduced |
| Kassira Wealth Management LLC | 1,746 | $204.6K | 0.19% | +1,746 | New |
| Safeguard Investment Advisory Group, LLC | 1,747 | $204.8K | 0.05% | −19−1.1% | Reduced |
| Alternative Investment Advisors, LLC. | 1,746 | $204.9K | 0.09% | −583−25.0% | Reduced |
| Idaho Trust Bank | 1,748 | $204.9K | 0.07% | 00.0% | Unchanged |
| Bender Robert & Associates | 1,748 | $204.9K | 0.04% | −100−5.4% | Reduced |
| Kieckhefer Group LLC | 1,748 | $204.9K | 0.10% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 1,747 | $205.2K | 0.19% | −1−0.1% | Reduced |
| bLong Financial, LLC | 1,751 | $205.2K | 0.14% | −333−16.0% | Reduced |
| Richwood Investment Advisors, LLC | 1,685 | $205.3K | 0.15% | 00.0% | Unchanged |
| Petix & Botte Co | 1,752 | $205.4K | 0.05% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 1,753 | $205.5K | 0.04% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,755 | $205.7K | 0.04% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,755 | $205.7K | 0.01% | −119−6.4% | Reduced |
| Regatta Capital Group, LLC | 1,757 | $205.9K | 0.03% | −98−5.3% | Reduced |
| Tritonpoint Wealth, LLC | 1,757 | $205.9K | 0.02% | −266−13.1% | Reduced |
| Compass Wealth Management, LLC | 1,759 | $206.2K | 0.08% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,762 | $206.5K | 0.07% | +22+1.3% | Added |
| Black Diamond Financial, LLC | 1,762 | $206.6K | 0.02% | +1,762 | New |
| Saxon Interests, Inc. | 1,764 | $206.8K | 0.07% | +1,764 | New |
| Johnson Financial Group, Inc. | 1,768 | $207.2K | 0.01% | −77−4.2% | Reduced |
| Brighton Securities Corp. | 1,769 | $207.3K | 0.10% | −153−8.0% | Reduced |
| S Harris Financial Group, LLC | 1,769 | $207.4K | 0.20% | +1,769 | New |
| First Financial Corp | 1,770 | $207.5K | 0.08% | −70−3.8% | Reduced |
| Moody Aldrich Partners LLC | 1,772 | $207.7K | 0.04% | 00.0% | Unchanged |
| Ledyard National Bank | 1,772 | $207.7K | 0.02% | +48+2.8% | Added |
| Client 1st Advisory Group, LLC | 1,775 | $208.0K | 0.07% | +1,775 | New |
| Compass Ion Advisors, LLC | 1,776 | $208.2K | 0.02% | +44+2.5% | Added |
| Bluedoor Private Wealth, LLC | 1,776 | $208.2K | 0.10% | +1,776 | New |
| Spirepoint Private Client, LLC | 1,780 | $208.6K | 0.02% | −20−1.1% | Reduced |
| Mattern Wealth Management LLC | 1,780 | $208.6K | 0.04% | 00.0% | Unchanged |
| William John Sempolinski | 1,780 | $208.6K | 0.10% | +1,780 | New |
| Charter Research & Investment Group, Inc. | 1,781 | $208.8K | 0.14% | 00.0% | Unchanged |