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 |
|---|---|---|---|---|---|
| Nalls Sherbakoff Group, LLC | 3,097 | $363.0K | 0.26% | +286+10.2% | Added |
| Norris Perne & French LLP | 3,116 | $365.2K | 0.02% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 3,123 | $366.0K | 0.03% | +102+3.4% | Added |
| Griffin Asset Management, Inc. | 3,134 | $367.3K | 0.04% | +462+17.3% | Added |
| William B. Walkup & Associates, Inc. | 3,137 | $367.7K | 0.20% | −87−2.7% | Reduced |
| Magnolia Capital Advisors LLC | 3,138 | $367.8K | 0.08% | +249+8.6% | Added |
| Boston Trust Walden Corp | 3,150 | $369.2K | 0.00% | −68−2.1% | Reduced |
| Spears Abacus Advisors LLC | 3,152 | $369.4K | 0.01% | −5−0.2% | Reduced |
| CWS Financial Advisors, LLC | 3,153 | $369.6K | 0.10% | −49−1.5% | Reduced |
| Charles Schwab Trust Co | 3,154 | $369.7K | 0.02% | −58−1.8% | Reduced |
| West Paces Advisors Inc. | 3,155 | $369.8K | 0.07% | +50+1.6% | Added |
| Park Edge Advisors, LLC | 3,155 | $369.8K | 0.08% | −998−24.0% | Reduced |
| Main Street Financial Solutions, LLC | 3,158 | $370.1K | 0.03% | −2,357−42.7% | Reduced |
| Summit Asset Management, LLC | 3,161 | $370.5K | 0.05% | +22+0.7% | Added |
| BKM Wealth Management, LLC | 3,163 | $370.8K | 0.14% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 3,165 | $371.0K | 0.06% | +717+29.3% | Added |
| McGowan Group Asset Management, Inc. | 3,166 | $371.1K | 0.05% | +2+0.1% | Added |
| 44 Wealth Management LLC | 3,167 | $371.2K | 0.12% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3,169 | $371.4K | 0.19% | −2,973−48.4% | Reduced |
| Sittner & Nelson, LLC | 3,050 | $371.7K | 0.13% | −10.0% | Reduced |
| Beaton Management Co. Inc. | 3,171 | $372.0K | 0.16% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 3,175 | $372.1K | 0.03% | −26−0.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,175 | $372.2K | 0.04% | +8+0.3% | Added |
| Fairvoy Private Wealth, LLC | 3,183 | $373.1K | 0.08% | −5−0.2% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,191 | $374.1K | 0.05% | −115−3.5% | Reduced |
| Ridge Creek Global, Inc | 3,193 | $374.3K | 0.31% | +3,193 | New |
| Fagan Associates, Inc. | 3,197 | $374.7K | 0.05% | +47+1.5% | Added |
| Resurgent Financial Advisors LLC | 3,202 | $375.3K | 0.19% | −1,309−29.0% | Reduced |
| Moss Adams Wealth Advisors LLC | 3,207 | $375.9K | 0.03% | +179+5.9% | Added |
| Birch Financial Group, LLC | 3,210 | $376.3K | 0.21% | +3,210 | New |
| Anchyra Partners LLC | 3,211 | $376.4K | 0.12% | +3,211 | New |
| Cim Investment Mangement Inc | 3,215 | $376.8K | 0.10% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3,225 | $378.0K | 0.19% | +693+27.4% | Added |
| Foster Group, Inc. | 3,227 | $378.2K | 0.01% | +549+20.5% | Added |
| MWA Asset Management | 3,228 | $378.4K | 0.21% | −25−0.8% | Reduced |
| Timonier Family Office, LTD. | 3,240 | $379.7K | 0.12% | +2+0.1% | Added |
| Pine Harbor Wealth Management, LLC | 3,241 | $379.9K | 0.12% | +2+0.1% | Added |
| David Loasby | 3,256 | $380.0K | 0.03% | −914−21.9% | Reduced |
| Cladis Investment Advisory, LLC | 3,247 | $380.6K | 0.21% | −40−1.2% | Reduced |
| Baron Wealth Management LLC | 3,249 | $380.8K | 0.12% | −367−10.1% | Reduced |
| PFG Advisors | 3,253 | $381.3K | 0.02% | −1,303−28.6% | Reduced |
| Sterling Investment Counsel, LLC | 3,543 | $381.7K | 0.11% | +3,543 | New |
| WSFS Capital Management, LLC | 3,257 | $381.8K | 0.02% | −725−18.2% | Reduced |
| Fiduciary Financial Group, LLC | 3,260 | $382.1K | 0.05% | −49−1.5% | Reduced |
| Drive Wealth Management, LLC | 3,279 | $384.4K | 0.08% | −213−6.1% | Reduced |
| Capital Asset Advisory Services LLC | 3,269 | $384.8K | 0.02% | +55+1.7% | Added |
| Resolute Capital, LLC | 3,298 | $386.6K | 0.16% | +3,298 | New |
| Hobbs Group Advisors, LLC | 3,300 | $386.8K | 0.12% | +766+30.2% | Added |
| Evoke Wealth, LLC | 3,304 | $387.3K | 0.01% | −1,129−25.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 3,306 | $387.5K | 0.10% | −217−6.2% | Reduced |
| Verum Partners LLC | 3,310 | $388.0K | 0.08% | −251−7.0% | Reduced |
| Duncker Streett & Co Inc | 3,315 | $388.5K | 0.07% | 00.0% | Unchanged |
| Camden Capital, LLC | 3,320 | $389.2K | 0.02% | −73−2.2% | Reduced |
| Grove Bank & Trust | 3,342 | $391.7K | 0.04% | −200−5.6% | Reduced |
| Perpetual Ltd | 3,342 | $391.7K | 0.01% | −21−0.6% | Reduced |
| Aldebaran Financial Inc. | 3,335 | $392.5K | 0.36% | −100−2.9% | Reduced |
| Triad Wealth Partners, LLC | 3,354 | $393.2K | 0.04% | +506+17.8% | Added |
| Latitude Advisors, LLC | 3,359 | $393.7K | 0.17% | +131+4.1% | Added |
| Gateway Wealth Partners, LLC | 3,359 | $393.7K | 0.04% | +981+41.3% | Added |
| Steel Peak Wealth Management LLC | 3,370 | $395.0K | 0.01% | −33,545−90.9% | Reduced |
| Baker Boyer National Bank | 3,382 | $396.4K | 0.12% | +340+11.2% | Added |
| OMC Financial Services LTD | 3,388 | $397.1K | 0.15% | +3+0.1% | Added |
| CRA Financial Services, LLC | 3,389 | $397.2K | 0.05% | −78−2.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,393 | $397.7K | 0.04% | −63−1.8% | Reduced |
| Fourth Dimension Wealth, LLC | 3,397 | $398.1K | 0.15% | +206+6.5% | Added |
| Catalytic Wealth RIA, LLC | 3,400 | $398.5K | 0.01% | −10,553−75.6% | Reduced |
| Fortem Financial Group, LLC | 3,400 | $398.5K | 0.11% | +824+32.0% | Added |
| First Heartland Consultants, Inc. | 3,410 | $399.7K | 0.03% | +372+12.2% | Added |
| Beacon Investment Advisors LLC | 3,413 | $400.1K | 0.16% | +29+0.9% | Added |
| Opal Wealth Advisors, LLC | 3,432 | $402.3K | 0.10% | +138+4.2% | Added |
| Holistic Financial Partners | 3,433 | $402.4K | 0.15% | +75+2.2% | Added |
| Connable Office Inc | 3,441 | $403.3K | 0.04% | 00.0% | Unchanged |
| First Nebraska Trust Co | 3,443 | $403.6K | 0.04% | +865+33.6% | Added |
| Asset Planning,Inc | 3,449 | $404.2K | 0.28% | +6+0.2% | Added |
| Virtue Capital Management, LLC | 3,444 | $404.5K | 0.06% | −8,365−70.8% | Reduced |
| Marotta Asset Management | 3,460 | $405.5K | 0.08% | −505−12.7% | Reduced |
| North Star Investment Management Corp. | 3,467 | $406.4K | 0.03% | +40+1.2% | Added |
| Campion Asset Management LLC | 3,471 | $406.8K | 0.28% | −158−4.4% | Reduced |
| Sax Wealth Advisors, LLC | 3,472 | $407.0K | 0.02% | +1,544+80.1% | Added |
| Accel Wealth Management | 3,473 | $407.1K | 0.11% | −2−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 3,477 | $407.5K | 0.19% | −33−0.9% | Reduced |
| YANKCOM Partnership | 3,480 | $407.9K | 0.17% | +12+0.3% | Added |
| Van Diest Capital, LLC | 3,483 | $408.3K | 0.61% | +3,483 | New |
| OpenArc Corporate Advisory, LLC | 3,484 | $408.4K | 0.01% | +3,484 | New |
| John Boyer, Inc. | 3,491 | $409.2K | 0.42% | +30+0.9% | Added |
| Sandbox Financial Partners, LLC | 3,495 | $409.6K | 0.11% | −28−0.8% | Reduced |
| Westhampton Capital, LLC | 3,503 | $410.6K | 0.19% | +406+13.1% | Added |
| King Wealth | 3,512 | $412.0K | 0.05% | −254−6.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,517 | $412.2K | 0.01% | +365+11.6% | Added |
| Clear Creek Financial Management, LLC | 3,519 | $412.5K | 0.03% | +541+18.2% | Added |
| Acorns Advisers, LLC | 3,532 | $414.0K | 0.00% | +577+19.5% | Added |
| Ferguson Wellman Capital Management, Inc | 3,541 | $415.0K | 0.01% | −142−3.9% | Reduced |
| Garner Asset Management Corp | 3,567 | $418.0K | 0.16% | −228−6.0% | Reduced |
| Verus Financial Partners, Inc. | 3,519 | $418.0K | 0.04% | +2+0.1% | Added |
| Absher Wealth Management, LLC | 3,567 | $418.1K | 0.05% | −122−3.3% | Reduced |
| Mindset Wealth Management, LLC | 3,570 | $418.5K | 0.11% | +220+6.6% | Added |
| Investors Asset Management of Georgia Inc | 3,586 | $420.3K | 0.17% | −9−0.3% | Reduced |
| TRUE Private Wealth Advisors | 3,587 | $420.4K | 0.04% | +9+0.3% | Added |
| Harold Davidson & Associates Inc. | 3,599 | $421.8K | 0.19% | −75−2.0% | Reduced |
| CVFG LLC | 3,599 | $421.9K | 0.29% | +358+11.0% | Added |