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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 2,026 | $237.5K | 0.03% | +6+0.3% | Added |
| Canal Capital Management, LLC | 2,027 | $237.5K | 0.03% | +6+0.3% | Added |
| TMB Capital Partners, LLC | 2,028 | $237.7K | 0.08% | +2,028 | New |
| Kestra Investment Management, LLC | 2,033 | $238.3K | 0.01% | −52−2.5% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,035 | $238.5K | 0.08% | −189−8.5% | Reduced |
| Commonwealth Retirement Investments LLC | 2,038 | $238.9K | 0.08% | +2,038 | New |
| Ponta Wealth Partners, LLC | 2,042 | $239.3K | 0.22% | +2,042 | New |
| Hanlon Investment Management, Inc. | 2,043 | $239.5K | 0.13% | +2,043 | New |
| Brucke Financial, Inc. | 2,045 | $239.7K | 0.13% | +249+13.9% | Added |
| Hazlett, Burt & Watson, Inc. | 2,038 | $240.0K | 0.08% | +68+3.5% | Added |
| Xxi Wealth, LLC | 2,052 | $240.5K | 0.15% | +2,052 | New |
| GF Fund Management Co. Ltd. | 2,054 | $240.7K | 0.00% | +2,054 | New |
| Hilltop National Bank | 2,055 | $240.9K | 0.06% | −82−3.8% | Reduced |
| Inceptionr LLC | 2,055 | $240.9K | 0.07% | −9,146−81.7% | Reduced |
| Eads & Heald Wealth Management | 2,059 | $241.3K | 0.12% | +284+16.0% | Added |
| Goldstein Advisors, LLC | 2,062 | $241.7K | 0.03% | +62+3.1% | Added |
| Liberty Wealth Management LLC | 2,062 | $241.7K | 0.03% | +223+12.1% | Added |
| Ossiam | 2,069 | $242.5K | 0.00% | −56,175−96.4% | Reduced |
| Peddock Capital Advisors, LLC | 2,075 | $243.2K | 0.05% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 2,078 | $243.6K | 0.08% | −61−2.9% | Reduced |
| Founders Grove Wealth Partners, LLC | 2,086 | $244.5K | 0.05% | +90+4.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,104 | $244.5K | 0.08% | −276−11.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 2,090 | $245.0K | 0.15% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 2,097 | $245.8K | 0.26% | −233−10.0% | Reduced |
| Severin Investments, LLC | 2,099 | $246.0K | 0.22% | −181−7.9% | Reduced |
| ARS Investment Partners, LLC | 2,100 | $246.2K | 0.01% | +2,100 | New |
| Longboard Asset Management, LP | 2,101 | $246.3K | 1.57% | 00.0% | Unchanged |
| Ewa, LLC | 2,102 | $246.4K | 0.06% | −101−4.6% | Reduced |
| SHP Wealth Management | 2,106 | $246.7K | 0.02% | +2,106 | New |
| Liberty Capital Management, Inc. | 2,105 | $246.7K | 0.05% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 2,108 | $247.1K | 0.07% | 00.0% | Unchanged |
| Balance Wealth, LLC | 2,114 | $247.8K | 0.08% | +49+2.4% | Added |
| Facet Wealth, Inc. | 2,061 | $247.8K | 0.00% | +339+19.7% | Added |
| Aigen Investment Management, LP | 2,117 | $248.1K | 0.06% | −8,024−79.1% | Reduced |
| Optimize Financial Inc | 2,120 | $248.5K | 0.13% | +28+1.3% | Added |
| Essex Investment Management Co LLC | 2,122 | $248.7K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 2,128 | $249.5K | 0.01% | +322+17.8% | Added |
| Signet Financial Management, LLC | 2,132 | $249.9K | 0.03% | −3−0.1% | Reduced |
| Quest Investment Management LLC | 2,136 | $250.4K | 0.03% | −538−20.1% | Reduced |
| Auxano Advisors, LLC | 2,149 | $251.9K | 0.05% | −3−0.1% | Reduced |
| Meramec Financial Planners, LLC | 2,072 | $252.5K | 0.10% | +2,072 | New |
| Rockland Trust Co | 2,158 | $252.9K | 0.01% | +2,158 | New |
| Clearwater Capital Advisors, LLC | 2,159 | $253.1K | 0.02% | +132+6.5% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,164 | $254.0K | 0.07% | 00.0% | Unchanged |
| Blossom Wealth Management | 2,175 | $254.9K | 0.42% | −355−14.0% | Reduced |
| Chilton Investment Co LLC | 2,179 | $255.4K | 0.01% | −40−1.8% | Reduced |
| Roble, Belko & Company, Inc | 2,182 | $256.0K | 0.03% | 00.0% | Unchanged |
| Joel Adams & Associates, Inc. | 2,189 | $256.6K | 0.19% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 2,191 | $256.8K | 0.05% | +9+0.4% | Added |
| M.E. Allison & Co., Inc. | 2,196 | $257.4K | 0.17% | −294−11.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,197 | $257.5K | 0.09% | +2,187+21,870.0% | Added |
| Matrix Private Capital Group LLC | 2,201 | $258.0K | 0.13% | 00.0% | Unchanged |
| Smith Partners Wealth Management, LLC | 2,213 | $259.4K | 0.24% | +2,213 | New |
| Capital Planning Advisors, LLC | 2,216 | $259.7K | 0.03% | +32+1.5% | Added |
| Clark Financial Services Group Inc | 2,235 | $261.1K | 0.14% | +17+0.8% | Added |
| New Hampshire Trust | 2,228 | $261.1K | 0.05% | −669−23.1% | Reduced |
| Onefund, LLC | 2,231 | $261.5K | 0.16% | +118+5.6% | Added |
| Cultivar Capital, Inc. | 2,235 | $262.0K | 0.17% | −126−5.3% | Reduced |
| Adkins Seale Capital Management LLC | 2,236 | $262.1K | 0.26% | +2,236 | New |
| Manske Wealth Management | 2,242 | $262.8K | 0.08% | +2+0.1% | Added |
| Buttonwood Financial Advisors Inc. | 2,243 | $262.9K | 0.09% | −43−1.9% | Reduced |
| Sunflower Bank, N.A. | 2,248 | $263.5K | 0.07% | +2,248 | New |
| Van Cleef Asset Management,Inc | 2,249 | $263.6K | 0.03% | 00.0% | Unchanged |
| Piedmont Capital Management, LLC | 2,250 | $263.7K | 0.17% | +2,250 | New |
| Basecamp Wealth Advisors LLC | 2,252 | $263.9K | 0.06% | +2,252 | New |
| Koss-Olinger Consulting, LLC | 2,250 | $264.0K | 0.02% | −166−6.9% | Reduced |
| Central Bank & Trust Co | 2,253 | $264.1K | 0.04% | −669−22.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,263 | $265.2K | 0.07% | −186−7.6% | Reduced |
| Alhambra Investment Partners LLC | 2,266 | $265.6K | 0.12% | −45−1.9% | Reduced |
| Riverbend Wealth Management, LLC | 2,269 | $266.0K | 0.17% | +243+12.0% | Added |
| KTF Investments, LLC | 2,270 | $266.1K | 0.04% | +2,270 | New |
| Sigma Investment Counselors Inc | 2,273 | $266.4K | 0.01% | +17+0.8% | Added |
| Kennebec Savings Bank | 2,275 | $266.7K | 0.23% | +40+1.8% | Added |
| Joule Financial, LLC | 2,289 | $268.3K | 0.08% | +20+0.9% | Added |
| Warm Springs Advisors Inc. | 2,291 | $268.5K | 0.21% | 00.0% | Unchanged |
| City State Bank | 2,292 | $268.6K | 0.07% | +60+2.7% | Added |
| Sivia Capital Partners, LLC | 2,297 | $269.2K | 0.05% | −31−1.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,298 | $269.4K | 0.15% | +10.0% | Added |
| Gleason Group, Inc. | 2,299 | $269.5K | 0.03% | +21+0.9% | Added |
| Mainsail Asset Management, LLC | 2,301 | $269.7K | 0.12% | 00.0% | Unchanged |
| World Equity Group, Inc. | 2,311 | $270.9K | 0.08% | −510−18.1% | Reduced |
| M. Kraus & Co | 2,312 | $271.0K | 0.08% | +83+3.7% | Added |
| Premier Private Wealth Management LLC | 2,270 | $271.2K | 0.28% | +2,270 | New |
| Intergy Private Wealth, LLC | 2,320 | $271.9K | 0.08% | −199−7.9% | Reduced |
| Gsa Capital Partners LLP | 2,324 | $272.0K | 0.02% | +550+31.0% | Added |
| Legacy Capital Wealth Partners, LLC | 2,322 | $272.2K | 0.06% | −102−4.2% | Reduced |
| First United Bank Trust | 2,327 | $272.7K | 0.09% | 00.0% | Unchanged |
| Arsenal Capital Advisors LLC | 2,329 | $273.0K | 0.19% | +2,329 | New |
| Weatherly Asset Management L. P. | 2,335 | $273.7K | 0.02% | +6+0.3% | Added |
| KFG Wealth Management, LLC | 2,338 | $274.0K | 0.04% | +5+0.2% | Added |
| Veratis Advisors, Inc. | 2,159 | $274.0K | 0.22% | +2,159 | New |
| Front Row Advisors LLC | 2,342 | $274.5K | 0.09% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 2,343 | $274.7K | 0.04% | +3+0.1% | Added |
| Cottage Street Advisors LLC | 2,344 | $274.7K | 0.12% | +10+0.4% | Added |
| Sandro Wealth Management LLC | 2,344 | $274.7K | 0.23% | +2,344 | New |
| Litman Gregory Asset Management LLC | 2,353 | $275.8K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Partners, LLC | 2,357 | $276.3K | 0.07% | +2,357 | New |
| Curat Global, LLC | 2,360 | $276.6K | 0.31% | +3+0.1% | Added |
| Wellspring Financial Advisors, LLC | 2,361 | $276.8K | 0.02% | +304+14.8% | Added |
| Peak Planning Group, LLC | 2,370 | $277.8K | 0.08% | −104−4.2% | Reduced |