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
- 2,399
- +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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Kagan Cocozza Asset Management | 1,781 | $208.8K | 0.15% | +15+0.8% | Added |
| Redwood Wealth Management Group, LLC | 1,783 | $209.0K | 0.09% | −32−1.8% | Reduced |
| Eagle Capital Management, LLC | 1,781 | $209.0K | 0.08% | 00.0% | Unchanged |
| KFA Private Wealth Group, LLC | 1,783 | $209.0K | 0.05% | +1,783 | New |
| Philip James Wealth Mangement, LLC | 1,786 | $209.4K | 0.02% | +8+0.4% | Added |
| Stephens Consulting, LLC | 1,789 | $209.7K | 0.07% | +2+0.1% | Added |
| Patron Partners Advisors, LLC | 1,792 | $210.0K | 0.09% | −225−11.2% | Reduced |
| Legacy Advisors, LLC | 1,792 | $210.0K | 0.02% | +1,792 | New |
| Sharp Financial Services, LLC | 1,795 | $210.4K | 0.11% | +1,795 | New |
| Wedge Capital Management L L P | 1,797 | $210.6K | 0.00% | +116+6.9% | Added |
| Summitry LLC | 1,797 | $210.6K | 0.01% | +1,797 | New |
| Revere Asset Management, Inc | 1,800 | $211.0K | 0.07% | −28−1.5% | Reduced |
| Strategic Investment Advisors | 1,802 | $211.2K | 0.02% | −38−2.1% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 1,811 | $212.3K | 0.03% | 00.0% | Unchanged |
| Sunbeam Capital Management, LLC | 1,814 | $212.6K | 0.13% | −226−11.1% | Reduced |
| Capital City Trust Co | 1,825 | $213.9K | 0.05% | −43−2.3% | Reduced |
| Advyzon Investment Management, LLC | 1,825 | $213.9K | 0.02% | +1,825 | New |
| Marin Bay Wealth Advisors, LLC | 1,826 | $214.0K | 0.12% | +1,826 | New |
| Crew Capital Management, Ltd. | 1,831 | $214.6K | 0.14% | +200+12.3% | Added |
| Sentry LLC | 1,832 | $214.8K | 0.06% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,833 | $214.8K | 0.08% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 1,833 | $214.8K | 0.02% | +1,833 | New |
| Leelyn Smith, LLC | 1,835 | $215.0K | 0.03% | +7+0.4% | Added |
| Tradewinds Capital Management, LLC | 1,835 | $215.1K | 0.05% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 1,837 | $215.3K | 0.03% | 00.0% | Unchanged |
| American Money Management, LLC | 1,839 | $215.5K | 0.03% | −110−5.6% | Reduced |
| Old National Bancorp | 1,840 | $215.7K | 0.00% | −153−7.7% | Reduced |
| Plancorp, LLC | 1,842 | $215.9K | 0.01% | −23−1.2% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 1,840 | $216.0K | 0.01% | +1,840 | New |
| a16z Perennial Management, L.P. | 1,847 | $216.5K | 0.02% | −29−1.5% | Reduced |
| Country Trust Bank | 1,848 | $216.6K | 0.00% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 1,849 | $216.8K | 0.04% | +1,849 | New |
| Weaver Consulting Group | 1,851 | $216.9K | 0.05% | −9−0.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,851 | $217.0K | 0.34% | +1,851 | New |
| Collaborative Wealth Managment Inc. | 1,852 | $217.1K | 0.08% | +1,852 | New |
| Meridian Wealth Partners, LLC | 1,857 | $217.7K | 0.03% | +25+1.4% | Added |
| Galvin, Gaustad & Stein, LLC | 1,857 | $217.7K | 0.02% | +44+2.4% | Added |
| Cypress Asset Management Inc | 1,858 | $217.8K | 0.05% | −50−2.6% | Reduced |
| Hobart Private Capital, LLC | 1,866 | $218.7K | 0.04% | +133+7.7% | Added |
| KC Investment Advisors, LLC | 1,866 | $218.7K | 0.05% | −9−0.5% | Reduced |
| Discipline Wealth Solutions, LLC | 1,874 | $219.6K | 0.04% | +37+2.0% | Added |
| Infinity Wealth Counsel, LLC | 1,877 | $220.0K | 0.20% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 1,879 | $220.2K | 0.07% | +27+1.5% | Added |
| Crown Wealth Group, LLC | 1,882 | $220.6K | 0.06% | +170+9.9% | Added |
| Eagle Strategies LLC | 1,884 | $220.8K | 0.03% | +36+1.9% | Added |
| Silvant Capital Management LLC | 1,886 | $221.1K | 0.01% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,896 | $222.3K | 0.10% | −85−4.3% | Reduced |
| LifePlan Investment Advisors, Inc. | 1,902 | $222.9K | 0.09% | −2−0.1% | Reduced |
| Seeds Investor LLC | 1,902 | $223.0K | 0.04% | +1,902 | New |
| Semus Wealth Partners LLC | 1,903 | $223.0K | 0.12% | +17+0.9% | Added |
| Meridian Financial, LLC | 1,908 | $223.7K | 0.12% | −48−2.5% | Reduced |
| Second Half Financial Partners, LLC | 1,909 | $223.8K | 0.10% | −5−0.3% | Reduced |
| Commonwealth Financial Services, LLC | 1,910 | $223.9K | 0.04% | −1,432−42.8% | Reduced |
| Rockbridge Investment Management, LCC | 1,927 | $225.8K | 0.02% | +1,927 | New |
| TCTC Holdings, LLC | 1,928 | $226.0K | 0.01% | 00.0% | Unchanged |
| Argentarii, LLC | 1,930 | $226.2K | 0.08% | +254+15.2% | Added |
| CrossGen Wealth, LLC | 1,934 | $226.7K | 0.20% | +1,934 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,935 | $226.8K | 0.02% | +1,935 | New |
| Capula Management Ltd | 1,939 | $227.3K | 0.00% | −530−21.5% | Reduced |
| Reyes Financial Architecture, Inc. | 1,939 | $227.3K | 0.14% | +135+7.5% | Added |
| tru Independence LLC | 1,940 | $227.4K | 0.06% | −267−12.1% | Reduced |
| McLean Asset Management Corp | 1,916 | $227.4K | 0.04% | −76−3.8% | Reduced |
| Financial Consulate, Inc | 1,941 | $227.6K | 0.03% | −127−6.1% | Reduced |
| Abel Hall, LLC | 1,942 | $227.6K | 0.05% | +15+0.8% | Added |
| SPWM Advisors LLC | 1,945 | $228.0K | 0.22% | +1,945 | New |
| OneAscent Wealth Management LLC | 1,945 | $228.0K | 0.08% | −90−4.4% | Reduced |
| MV Capital Management, Inc. | 1,947 | $228.2K | 0.02% | +6+0.3% | Added |
| Ferguson Shapiro LLC | 1,949 | $228.4K | 0.07% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,958 | $229.5K | 0.09% | +326+20.0% | Added |
| TCI Wealth Advisors, Inc. | 1,962 | $230.0K | 0.01% | +171+9.5% | Added |
| Fortis Capital Advisors, LLC | 1,969 | $230.8K | 0.03% | +3+0.2% | Added |
| Beaumont Financial Advisors, LLC | 1,977 | $231.7K | 0.02% | +140+7.6% | Added |
| Thoroughbred Financial Services, LLC | 1,979 | $232.0K | 0.01% | +41+2.1% | Added |
| Nicholson Wealth Management Group, LLC | 1,980 | $232.1K | 0.14% | −311−13.6% | Reduced |
| Community Financial Services Group, LLC | 1,981 | $232.2K | 0.04% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 1,982 | $232.4K | 0.07% | +13+0.7% | Added |
| Atlantic Family Wealth, LLC | 1,983 | $232.4K | 0.18% | −6−0.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,985 | $232.6K | 0.02% | −61−3.0% | Reduced |
| Oxford Financial Group Ltd | 1,985 | $232.7K | 0.01% | −25−1.2% | Reduced |
| Legacy Edge Advisors, LLC | 1,987 | $232.9K | 0.03% | +1,987 | New |
| CarsonAllaria Wealth Management, Ltd. | 1,987 | $232.9K | 0.12% | −35−1.7% | Reduced |
| Tred Avon Family Wealth, LLC | 1,990 | $233.2K | 0.08% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,992 | $233.4K | 0.06% | +9+0.5% | Added |
| Tower Wealth Partners, Inc. | 1,995 | $233.9K | 0.13% | +11+0.6% | Added |
| Annex Advisory Services, LLC | 1,996 | $233.9K | 0.00% | −18,652−90.3% | Reduced |
| TrustBank | 1,997 | $234.1K | 0.10% | +1,997 | New |
| Victory Financial Group, LLC | 2,000 | $234.4K | 0.03% | +134+7.2% | Added |
| Pioneer Trust Bank N A | 2,000 | $234.4K | 0.05% | −66−3.2% | Reduced |
| Westover Capital Advisors, LLC | 2,000 | $234.4K | 0.04% | 00.0% | Unchanged |
| Graver Capital Management, LLC | 2,000 | $234.4K | 0.19% | 00.0% | Unchanged |
| Promethium Advisors,llc | 2,000 | $234.4K | 0.13% | +2,000 | New |
| Sentinel Trust Co Lba | 2,006 | $235.0K | 0.02% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 2,009 | $235.5K | 0.14% | 00.0% | Unchanged |
| Wright Wealth LLC | 2,011 | $235.8K | 0.15% | +2,011 | New |
| Kohmann Bosshard Financial Services, LLC | 2,013 | $235.9K | 0.02% | −418−17.2% | Reduced |
| Enclave Advisors LLC | 2,013 | $236.0K | 0.03% | +2,013 | New |
| LaSalle St. Investment Advisors, LLC | 2,014 | $236.0K | 0.04% | −2−0.1% | Reduced |
| Chung Wu Investment Group, LLC | 2,018 | $236.5K | 0.19% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,025 | $237.3K | 0.05% | −1,418−41.2% | Reduced |
| Legacy Private Trust Co. | 2,025 | $237.3K | 0.01% | 00.0% | Unchanged |