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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 2,731 | $320.0K | 0.01% | +575+26.7% | Added |
| Redhawk Wealth Advisors, Inc. | 2,731 | $320.1K | 0.04% | −837−23.5% | Reduced |
| Sovran Advisors, LLC | 2,695 | $320.5K | 0.03% | +133+5.2% | Added |
| Private Capital Management, LLC | 2,737 | $320.9K | 0.03% | 00.0% | Unchanged |
| Connecticut Capital Management Group, LLC | 2,739 | $321.0K | 0.31% | +2,739 | New |
| Tandem Investment Advisors, Inc. | 2,744 | $321.6K | 0.01% | +2,744 | New |
| Treasure Coast Financial Planning | 2,745 | $321.7K | 0.17% | +2,745 | New |
| BXM Wealth LLC | 6,263 | $322.0K | 0.25% | +2,198+54.1% | Added |
| BayBridge Capital Group, LLC | 2,752 | $322.6K | 0.20% | −14−0.5% | Reduced |
| Ellis Investment Partners, LLC | 2,754 | $322.9K | 0.06% | +423+18.1% | Added |
| Beverly Hills Private Wealth, LLC | 2,755 | $322.9K | 0.06% | −89−3.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 2,755 | $323.0K | 0.07% | 00.0% | Unchanged |
| VARCOV Co. | 2,760 | $323.5K | 0.13% | +2,760 | New |
| Meadowbrook Wealth Management, LLC | 2,761 | $323.6K | 0.37% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,763 | $324.0K | 0.04% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 2,764 | $324.0K | 0.09% | +1,115+67.6% | Added |
| Lloyd Advisory Services, LLC. | 2,765 | $324.0K | 0.13% | −179−6.1% | Reduced |
| Pflug Koory, LLC | 2,765 | $324.1K | 0.15% | +71+2.6% | Added |
| Rosenberg Matthew Hamilton | 2,766 | $324.2K | 0.07% | −274−9.0% | Reduced |
| Asset Allocation & Management Company, LLC | 2,775 | $325.0K | 0.13% | 00.0% | Unchanged |
| Clarius Group, LLC | 2,774 | $325.1K | 0.02% | −10.0% | Reduced |
| Meriwether Wealth & Planning, LLC | 2,774 | $325.1K | 0.18% | −451−14.0% | Reduced |
| Uniting Wealth Partners, LLC | 2,774 | $325.2K | 0.10% | −95−3.3% | Reduced |
| Resonant Capital Advisors, LLC | 2,777 | $325.5K | 0.02% | −145−5.0% | Reduced |
| First Western Trust Bank | 2,779 | $325.7K | 0.02% | −858−23.6% | Reduced |
| Generation Capital Management LLC | 2,785 | $326.4K | 0.21% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 2,787 | $326.6K | 0.11% | −11−0.4% | Reduced |
| First Citizens Financial Corp | 2,789 | $326.9K | 0.16% | −383−12.1% | Reduced |
| Traynor Capital Management, Inc. | 2,790 | $327.0K | 0.02% | +426+18.0% | Added |
| Centennial Bank | 2,791 | $327.1K | 0.13% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,796 | $327.7K | 0.11% | +250+9.8% | Added |
| Chelsea Counsel Co | 2,801 | $328.3K | 0.14% | +50+1.8% | Added |
| 71 West Capital Partners | 2,813 | $329.7K | 0.02% | +2,813 | New |
| Alpine Bank Wealth Management | 2,822 | $330.8K | 0.05% | −30−1.1% | Reduced |
| Richardson Financial Services Inc. | 2,916 | $330.8K | 0.21% | +34+1.2% | Added |
| Market Street Wealth Management Advisors LLC | 2,826 | $331.2K | 0.05% | −295−9.5% | Reduced |
| Transcend Wealth Collective, LLC | 2,830 | $331.7K | 0.03% | −289−9.3% | Reduced |
| Wealthcare Capital Partners, LLC | 2,849 | $334.0K | 0.16% | +20+0.7% | Added |
| Knuff & Co LLC | 2,858 | $335.0K | 0.10% | 00.0% | Unchanged |
| Investor's Fiduciary Advisor Network, LLC | 2,861 | $335.0K | 0.07% | +3+0.1% | Added |
| Choate Investment Advisors | 2,864 | $335.7K | 0.01% | −312−9.8% | Reduced |
| Baker Avenue Asset Management, LP | 2,864 | $335.7K | 0.01% | −1,953−40.5% | Reduced |
| Southern Financial Group, LLC | 2,875 | $337.0K | 0.10% | +2,875 | New |
| Prostatis Group LLC | 2,878 | $337.3K | 0.08% | +18+0.6% | Added |
| PCB Capital LLC | 2,879 | $337.4K | 0.54% | +2,879 | New |
| Blackston Financial Advisory Group, LLC | 2,881 | $337.7K | 0.21% | −58−2.0% | Reduced |
| Shayne & Co., LLC | 2,882 | $337.8K | 0.10% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,886 | $338.0K | 0.15% | −32−1.1% | Reduced |
| Palisade Capital Management LLC | 2,886 | $338.3K | 0.01% | +2,886 | New |
| Salvus Wealth Management, LLC | 2,892 | $339.0K | 0.19% | +66+2.3% | Added |
| Revolve Wealth Partners, LLC | 2,895 | $339.3K | 0.04% | −58−2.0% | Reduced |
| Holcombe Financial, Inc. | 2,896 | $339.4K | 0.21% | +43+1.5% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 2,898 | $339.7K | 0.32% | +2,898 | New |
| May Hill Capital, LLC | 2,899 | $339.8K | 0.09% | −123−4.1% | Reduced |
| Miracle Mile Advisors, LLC | 2,903 | $340.3K | 0.00% | +106+3.8% | Added |
| Leigh Baldwin & Co., LLC | 2,911 | $341.0K | 0.22% | +87+3.1% | Added |
| Legacy Trust | 2,928 | $343.2K | 0.06% | +108+3.8% | Added |
| Cascade Investment Group, Inc. | 2,939 | $344.5K | 0.23% | −100−3.3% | Reduced |
| Van Strum & Towne Inc. | 2,939 | $344.5K | 0.10% | 00.0% | Unchanged |
| Financial Symmetry Inc | 2,939 | $344.5K | 0.14% | 00.0% | Unchanged |
| Good Steward Wealth Advisors,LLC | 2,949 | $345.7K | 0.23% | −591−16.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,952 | $346.0K | 0.10% | +189+6.8% | Added |
| Monticello Wealth Management, LLC | 2,954 | $346.2K | 0.02% | −19−0.6% | Reduced |
| CNB Bank | 2,956 | $346.5K | 0.14% | −213−6.7% | Reduced |
| MKT Advisors LLC | 2,977 | $347.8K | 0.12% | −11−0.4% | Reduced |
| Sovereign Financial Group, Inc. | 2,968 | $347.9K | 0.06% | +376+14.5% | Added |
| Cooper Financial Group | 2,974 | $348.6K | 0.04% | −290−8.9% | Reduced |
| Z3 Capital Partners, LLC | 2,975 | $348.7K | 0.08% | +2,975 | New |
| Approach Retirement Advisors, LLC | 2,976 | $348.8K | 0.30% | +2,976 | New |
| Adams Wealth Management | 2,977 | $348.9K | 0.07% | +112+3.9% | Added |
| CacheTech Inc. | 2,977 | $348.9K | 0.06% | +112+3.9% | Added |
| Alliance Wealth Advisors, LLC | 2,978 | $349.1K | 0.08% | −911−23.4% | Reduced |
| D'Orazio & Associates, Inc. | 2,979 | $349.1K | 0.04% | +9+0.3% | Added |
| NorthStar Asset Management LLC | 2,982 | $349.5K | 0.16% | +160+5.7% | Added |
| United Advisor Group, LLC | 2,982 | $349.5K | 0.04% | +177+6.3% | Added |
| Novem Group | 2,985 | $349.8K | 0.04% | −49−1.6% | Reduced |
| Wimmer Associates 1, LLC | 2,993 | $350.8K | 0.16% | −63−2.1% | Reduced |
| Texas Bank & Trust Co | 2,998 | $351.4K | 0.13% | −10−0.3% | Reduced |
| Centurion Wealth Management LLC | 3,000 | $351.6K | 0.08% | +9+0.3% | Added |
| Alta Advisers Ltd | 3,000 | $351.6K | 0.13% | −900−23.1% | Reduced |
| Walter Public Investments Inc. | 3,000 | $351.6K | 0.06% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 3,011 | $353.0K | 0.62% | −29−1.0% | Reduced |
| Acorn Financial Advisory Services Inc | 3,021 | $354.1K | 0.05% | +35+1.2% | Added |
| Spire Wealth Management | 3,022 | $354.2K | 0.01% | −1,947−39.2% | Reduced |
| Benin Management CORP | 3,034 | $355.6K | 0.08% | +1,050+52.9% | Added |
| Exchange Bank | 3,045 | $356.9K | 0.25% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 3,043 | $357.0K | 0.03% | −171−5.3% | Reduced |
| Patriot Investment Management Inc. | 3,050 | $357.5K | 0.02% | −517−14.5% | Reduced |
| FLC Capital Advisors | 3,060 | $358.7K | 0.07% | −515−14.4% | Reduced |
| LSP Investment Advisors, LLC | 3,060 | $358.7K | 0.19% | 00.0% | Unchanged |
| Waycross Partners, LLC | 3,061 | $358.8K | 0.03% | 00.0% | Unchanged |
| Allegiance Financial Group Advisory Services LLC | 3,066 | $359.3K | 0.08% | +417+15.7% | Added |
| First Business Financial Services, Inc. | 3,073 | $360.2K | 0.03% | −175−5.4% | Reduced |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,031 | $361.4K | 0.25% | +10+0.3% | Added |
| Means Investment Co., Inc. | 3,087 | $361.8K | 0.03% | +8+0.3% | Added |
| Syntegra Private Wealth Group, LLC | 3,091 | $362.3K | 0.03% | +5+0.2% | Added |
| Union Savings Bank | 3,093 | $362.5K | 0.16% | +3,093 | New |
| Muirfield Wealth Advisors LLC | 3,094 | $362.6K | 0.27% | −178−5.4% | Reduced |
| Signal Advisors Wealth, LLC | 3,094 | $362.6K | 0.03% | −74−2.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 3,097 | $363.0K | 0.05% | +29+0.9% | Added |