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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Old Point Trust & Financial Services N A | 2,373 | $278.1K | 0.09% | +493+26.2% | Added |
| Miller Financial Services LLC | 2,375 | $278.4K | 0.33% | +2+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 2,375 | $278.4K | 0.07% | −47−1.9% | Reduced |
| First Financial Bankshares Inc | 2,378 | $278.7K | 0.01% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 2,380 | $279.0K | 0.03% | +2,380 | New |
| Pallas Capital Advisors LLC | 2,383 | $279.3K | 0.01% | −273−10.3% | Reduced |
| Sentry Investment Management LLC | 2,385 | $280.0K | 0.18% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,389 | $280.0K | 0.04% | −151−5.9% | Reduced |
| Signature Equity Partners, LLC | 2,390 | $280.1K | 0.15% | +2,390 | New |
| Oversea-Chinese Banking CORP Ltd | 2,399 | $281.2K | 0.01% | +2,399 | New |
| Kraematon Investment Advisors, Inc | 2,399 | $281.2K | 0.22% | +17+0.7% | Added |
| Apriem Advisors | 2,400 | $281.3K | 0.03% | −16−0.7% | Reduced |
| Enterprise Financial Services Corp | 2,412 | $282.7K | 0.14% | −590−19.7% | Reduced |
| Royal Capital Wealth Management, LLC | 2,416 | $283.2K | 0.17% | −152−5.9% | Reduced |
| Cozad Asset Management Inc | 2,416 | $283.2K | 0.02% | 00.0% | Unchanged |
| Red Wave Investments LLC | 2,423 | $284.0K | 0.08% | 00.0% | Unchanged |
| GreatBanc Trust CO | 2,424 | $284.1K | 0.20% | −205−7.8% | Reduced |
| Rexford Capital Inc | 2,425 | $284.2K | 0.22% | +7+0.3% | Added |
| Howard Wealth Management, LLC | 2,427 | $284.5K | 0.12% | +10+0.4% | Added |
| Kera Capital Partners, Inc. | 2,355 | $285.8K | 0.04% | +2,355 | New |
| FRG Family Wealth Advisors LLC | 2,450 | $287.2K | 0.04% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 2,457 | $288.0K | 0.22% | −46−1.8% | Reduced |
| West Chester Capital Advisors, Inc | 2,460 | $288.3K | 0.17% | −392−13.7% | Reduced |
| South Plains Financial, Inc. | 2,465 | $288.9K | 0.17% | +50+2.1% | Added |
| Tradition Wealth Management, LLC | 2,466 | $289.0K | 0.02% | +28+1.1% | Added |
| Cromwell Holdings LLC | 2,469 | $289.4K | 0.16% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,469 | $289.4K | 0.01% | +2+0.1% | Added |
| Evolve Private Wealth, LLC | 2,473 | $289.9K | 0.02% | +2,473 | New |
| Grandfield & Dodd, LLC | 2,485 | $291.3K | 0.02% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,490 | $291.9K | 0.03% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,492 | $292.1K | 0.06% | +80+3.3% | Added |
| Banyan Capital Management, Inc. | 2,493 | $292.2K | 0.13% | −125−4.8% | Reduced |
| Colonial River Wealth Management, LLC | 2,493 | $292.2K | 0.10% | +114+4.8% | Added |
| COFG Advisors, LLC | 2,499 | $292.9K | 0.07% | +2,499 | New |
| Paradigm Asset Management Co LLC | 2,500 | $293.0K | 0.07% | −200−7.4% | Reduced |
| Maltin Wealth Management, Inc. | 2,501 | $293.1K | 0.12% | +10.0% | Added |
| Klingman & Associates, LLC | 2,503 | $293.4K | 0.01% | +233+10.3% | Added |
| Washington Trust Advisors, Inc. | 2,505 | $293.6K | 0.02% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 2,505 | $293.6K | 0.19% | 00.0% | Unchanged |
| Inscription Capital, LLC | 2,511 | $294.3K | 0.03% | +152+6.4% | Added |
| Burney Co | 2,513 | $294.5K | 0.01% | −155−5.8% | Reduced |
| Sunpointe, LLC | 2,513 | $294.5K | 0.10% | +158+6.7% | Added |
| Hilton Head Capital Partners, LLC | 2,514 | $294.7K | 0.17% | +2,514 | New |
| Lazari Capital Management, Inc. | 2,515 | $294.7K | 0.10% | −38−1.5% | Reduced |
| Krilogy Financial LLC | 2,485 | $295.2K | 0.01% | −1,266−33.8% | Reduced |
| Hamilton Point Investment Advisors, LLC | 2,532 | $296.8K | 0.05% | −51−2.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,532 | $296.8K | 0.08% | −61−2.4% | Reduced |
| AlTi Global, Inc. | 2,535 | $297.1K | 0.01% | −65−2.5% | Reduced |
| Everpar Advisors LLC | 2,538 | $297.5K | 0.11% | −63−2.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,552 | $299.2K | 0.09% | −401−13.6% | Reduced |
| Terril Brothers, Inc. | 2,564 | $300.5K | 0.08% | −85−3.2% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 2,570 | $301.2K | 0.13% | +2,570 | New |
| Elmwood Wealth Management, Inc. | 2,573 | $301.6K | 0.10% | −180−6.5% | Reduced |
| Providence First Trust Co | 2,577 | $302.1K | 0.10% | −11,905−82.2% | Reduced |
| PSI Advisors, LLC | 2,583 | $302.8K | 0.08% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,583 | $302.8K | 0.03% | +698+37.0% | Added |
| Clearwave Capital, LLC | 2,585 | $303.0K | 0.22% | +2,585 | New |
| WBI Investments | 2,587 | $303.2K | 0.08% | +2,587 | New |
| Capital Advantage, Inc. | 2,589 | $303.5K | 0.04% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,592 | $303.8K | 0.05% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 2,593 | $304.4K | 0.20% | −69−2.6% | Reduced |
| A4 Wealth Advisors LLC | 2,597 | $304.4K | 0.26% | +82+3.3% | Added |
| Univest Financial Corp | 2,602 | $305.0K | 0.02% | +8+0.3% | Added |
| J. Team Financial, Inc. | 2,603 | $305.1K | 0.30% | +12+0.5% | Added |
| Barnes Wealth Management Group, Inc | 2,610 | $305.9K | 0.16% | +18+0.7% | Added |
| Kozak & Associates, Inc. | 2,620 | $306.0K | 0.06% | +9+0.3% | Added |
| Partnership Wealth Management, LLC | 2,612 | $306.2K | 0.22% | 00.0% | Unchanged |
| Burns J W & Co Inc | 2,614 | $306.4K | 0.03% | −27−1.0% | Reduced |
| Strata Wealth Advisors, LLC | 2,615 | $306.5K | 0.09% | −31−1.2% | Reduced |
| LCM Capital Management Inc | 2,618 | $306.9K | 0.15% | +60+2.3% | Added |
| Rossmore Private Capital | 2,622 | $307.3K | 0.03% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 2,623 | $307.4K | 0.11% | +22+0.8% | Added |
| Perennial Investment Advisors, LLC | 2,635 | $308.8K | 0.02% | +412+18.5% | Added |
| F/M Investments LLC | 2,639 | $309.3K | 0.01% | +60+2.3% | Added |
| Sather Financial Group Inc | 2,642 | $309.7K | 0.02% | −44−1.6% | Reduced |
| CFO4Life Group, LLC | 2,645 | $310.0K | 0.04% | −334−11.2% | Reduced |
| Oxbow Advisors, LLC | 2,649 | $310.5K | 0.03% | 00.0% | Unchanged |
| Sentinus, LLC | 2,653 | $311.0K | 0.03% | +244+10.1% | Added |
| Invst, LLC | 2,662 | $312.0K | 0.03% | +30+1.1% | Added |
| Coquina Private Wealth LLC | 2,663 | $312.1K | 0.25% | +2,663 | New |
| Van Hulzen Asset Management, LLC | 2,663 | $312.2K | 0.02% | +665+33.3% | Added |
| Pinnacle Bancorp, Inc. | 2,671 | $313.1K | 0.09% | 00.0% | Unchanged |
| Mason & Associates, LLC | 2,672 | $313.2K | 0.07% | −323−10.8% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,675 | $313.5K | 0.02% | −102−3.7% | Reduced |
| SpringVest Wealth Management LLC | 2,681 | $314.2K | 0.22% | +7+0.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,685 | $314.7K | 0.15% | 00.0% | Unchanged |
| Searle & Co. | 2,686 | $314.8K | 0.08% | −100−3.6% | Reduced |
| Berkshire Asset Management LLC | 2,686 | $314.8K | 0.01% | −344−11.4% | Reduced |
| Horizon Investment Services, LLC | 2,691 | $315.4K | 0.11% | −49−1.8% | Reduced |
| William Allan, LLC | 2,694 | $315.8K | 0.18% | +67+2.6% | Added |
| LBMC Investment Advisors, LLC | 2,695 | $315.9K | 0.02% | −1,540−36.4% | Reduced |
| Channel Wealth LLC | 2,699 | $316.4K | 0.08% | −440−14.0% | Reduced |
| Belleair Asset Management, LLC | 2,700 | $316.5K | 0.30% | +2,700 | New |
| Smith Asset Management Co., LLC | 2,703 | $316.8K | 0.26% | −155−5.4% | Reduced |
| Carl P. Sherr & Co., LLC | 2,611 | $316.8K | 0.14% | −150−5.4% | Reduced |
| Atlantic Trust, LLC | 2,705 | $317.1K | 0.05% | −35−1.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,707 | $317.4K | 0.00% | −165−5.7% | Reduced |
| Winthrop Advisory Group LLC | 2,718 | $318.4K | 0.03% | +618+29.4% | Added |
| IFC Advisors LLC | 2,717 | $318.5K | 0.05% | −122−4.3% | Reduced |
| Indiana Trust & Investment Management CO | 2,718 | $318.6K | 0.09% | +5+0.2% | Added |