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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 191,188 | $22.4M | 0.15% | +24,264+14.5% | Added |
| Clarity Financial LLC | 191,138 | $22.4M | 2.07% | +19,071+11.1% | Added |
| Payden & Rygel | 189,690 | $22.2M | 1.55% | −61,200−24.4% | Reduced |
| Stack Financial Management, Inc | 188,312 | $22.1M | 1.68% | −3,927−2.0% | Reduced |
| IFM Investors Pty Ltd | 187,425 | $22.0M | 0.18% | +5,058+2.8% | Added |
| Bollard Group LLC | 187,007 | $21.9M | 0.58% | −54,176−22.5% | Reduced |
| MetLife Investment Management | 186,427 | $21.9M | 0.11% | −6,520−3.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 185,138 | $21.7M | 0.12% | +5,649+3.1% | Added |
| Vestcor Inc | 184,418 | $21.6M | 0.62% | +39,230+27.0% | Added |
| Umb Bank N A | 181,698 | $21.3M | 0.28% | −3,494−1.9% | Reduced |
| Kestra Advisory Services, LLC | 180,792 | $21.2M | 0.09% | +9,618+5.6% | Added |
| Allworth Financial LP | 179,404 | $21.0M | 0.09% | −2,704−1.5% | Reduced |
| Wesbanco Bank Inc | 176,940 | $20.7M | 0.57% | +15,417+9.5% | Added |
| Bokf, NA | 171,820 | $20.1M | 0.31% | −11,124−6.1% | Reduced |
| Calamos Advisors LLC | 171,685 | $20.1M | 0.08% | −6,972−3.9% | Reduced |
| Royal London Asset Management Ltd | 171,565 | $20.1M | 0.04% | −5,562−3.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 169,888 | $19.9M | 0.06% | +169,888 | New |
| Oppenheimer Asset Management Inc. | 169,528 | $19.9M | 0.24% | −8,480−4.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 170,060 | $19.9M | 0.44% | +254+0.1% | Added |
| Forsta Ap-Fonden | 167,300 | $19.6M | 0.12% | −37,400−18.3% | Reduced |
| Tiaa Trust, National Association | 166,300 | $19.5M | 0.05% | +7,144+4.5% | Added |
| Retirement Systems of Alabama | 165,435 | $19.4M | 0.06% | −446−0.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 165,024 | $19.3M | 0.03% | +26,664+19.3% | Added |
| Brinker Capital Investments, LLC | 163,014 | $19.1M | 0.14% | +2,001+1.2% | Added |
| Willis Investment Counsel | 160,282 | $18.8M | 0.97% | 00.0% | Unchanged |
| Bruce & Co., Inc. | 155,816 | $18.3M | 5.66% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 155,430 | $18.2M | 1.14% | +2,347+1.5% | Added |
| Credit Agricole S A | 154,784 | $18.1M | 0.05% | −26,999−14.9% | Reduced |
| Wealthfront Advisers LLC | 153,842 | $18.0M | 0.04% | +15,527+11.2% | Added |
| Laurel Wealth Advisors LLC | 153,286 | $18.0M | 2.38% | −451−0.3% | Reduced |
| QRG Capital Management, Inc. | 150,901 | $17.7M | 0.20% | +6,985+4.9% | Added |
| Canal Insurance CO | 150,166 | $17.6M | 4.27% | 00.0% | Unchanged |
| Adams Diversified Equity Fund, Inc. | 150,000 | $17.6M | 0.58% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 147,762 | $17.3M | 0.06% | +17,883+13.8% | Added |
| ARS Wealth Advisors Group, LLC | 146,222 | $17.1M | 1.55% | +2,974+2.1% | Added |
| ProShare Advisors LLC | 146,098 | $17.1M | 0.03% | +11,260+8.4% | Added |
| Capital Fund Management S.A. | 145,977 | $17.1M | 0.16% | +63,626+77.3% | Added |
| Amalgamated Bank | 143,970 | $16.9M | 0.12% | −7,000−4.6% | Reduced |
| Martingale Asset Management L P | 141,548 | $16.6M | 0.42% | +42,426+42.8% | Added |
| Oppenheimer & Co Inc | 139,808 | $16.4M | 0.23% | −10,618−7.1% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 139,673 | $16.4M | 0.42% | −12,601−8.3% | Reduced |
| British Columbia Investment Management Corp | 137,993 | $16.2M | 0.09% | +26,152+23.4% | Added |
| Independent Advisor Alliance | 137,623 | $16.1M | 0.39% | +939+0.7% | Added |
| Two Sigma Investments, LP | 137,499 | $16.1M | 0.02% | −12,679−8.4% | Reduced |
| Fayez Sarofim & Co | 137,139 | $16.1M | 0.04% | +4,987+3.8% | Added |
| Colonial Trust Advisors | 137,069 | $16.1M | 1.21% | +829+0.6% | Added |
| Qube Research & Technologies Ltd | 136,784 | $16.0M | 0.02% | −881,719−86.6% | Reduced |
| Hudson Bay Capital Management LP | 136,504 | $16.0M | 0.09% | +128,994+1,717.6% | Added |
| Midwest Trust Co | 135,091 | $15.8M | 0.20% | +5,403+4.2% | Added |
| Bank of Nova Scotia | 135,054 | $15.8M | 0.02% | +35,536+35.7% | Added |
| CWA Asset Management Group, LLC | 134,121 | $15.7M | 0.57% | −3,770−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 133,983 | $15.7M | 0.01% | +4,241+3.3% | Added |
| Woodline Partners LP | 132,682 | $15.6M | 0.06% | +29,910+29.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 132,530 | $15.5M | 0.04% | +24,497+22.7% | Added |
| Guardian Partners Inc. | 125,364 | $15.3M | 1.22% | +2,211+1.8% | Added |
| Utah Retirement Systems | 128,457 | $15.1M | 0.14% | −105−0.1% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 127,533 | $14.9M | 0.14% | +127,533 | New |
| Cadinha & Co LLC | 126,212 | $14.8M | 2.28% | −17,536−12.2% | Reduced |
| Beck Mack & Oliver LLC | 125,065 | $14.7M | 0.27% | 00.0% | Unchanged |
| South Dakota Investment Council | 124,941 | $14.6M | 0.28% | −1,300−1.0% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 124,500 | $14.6M | 0.12% | −50,500−28.9% | Reduced |
| USS Investment Management Ltd | 124,291 | $14.6M | 0.07% | 00.0% | Unchanged |
| Randolph Co Inc | 123,940 | $14.5M | 1.39% | +1,873+1.5% | Added |
| Assetmark, Inc | 123,669 | $14.5M | 0.03% | +15,775+14.6% | Added |
| JustInvest LLC | 123,481 | $14.5M | 0.14% | −5,379−4.2% | Reduced |
| Xponance, Inc. | 123,340 | $14.5M | 0.11% | +7,144+6.1% | Added |
| Oak Grove Capital LLC | 119,750 | $14.0M | 2.79% | +5,000+4.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 118,813 | $13.9M | 0.12% | −6,282−5.0% | Reduced |
| Brookstone Capital Management | 118,018 | $13.8M | 0.16% | −2,478−2.1% | Reduced |
| Stonebridge Capital Advisors LLC | 117,765 | $13.8M | 0.96% | +3,062+2.7% | Added |
| United Capital Management of KS, Inc. | 116,779 | $13.7M | 1.92% | −518−0.4% | Reduced |
| Azimuth Capital Investment Management LLC | 116,198 | $13.6M | 0.49% | −498−0.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 115,512 | $13.5M | 0.11% | +1,046+0.9% | Added |
| CIBC World Markets Corp | 112,850 | $13.2M | 0.07% | +112,850 | New |
| Boyer & Corporon Wealth Management, LLC | 112,106 | $13.1M | 3.93% | +2,596+2.4% | Added |
| United Asset Strategies, Inc. | 109,335 | $12.8M | 0.99% | +1,739+1.6% | Added |
| FineMark National Bank & Trust | 107,286 | $12.6M | 0.39% | +3,267+3.1% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 106,935 | $12.5M | 0.93% | −14,203−11.7% | Reduced |
| New York Life Investment Management LLC | 106,667 | $12.5M | 0.11% | +1,019+1.0% | Added |
| NEOS Investment Management LLC | 106,334 | $12.5M | 0.07% | +2,932+2.8% | Added |
| Yousif Capital Management, LLC | 103,998 | $12.4M | 0.14% | −4,638−4.3% | Reduced |
| Warren Averett Asset Management, LLC | 105,647 | $12.4M | 0.10% | +12,002+12.8% | Added |
| Pathstone Holdings, LLC | 105,289 | $12.3M | 0.05% | −2,789−2.6% | Reduced |
| Jefferies Financial Group Inc. | 104,920 | $12.3M | 0.10% | +24,650+30.7% | Added |
| CCM Investment Advisers LLC | 103,702 | $12.2M | 1.16% | +3,879+3.9% | Added |
| Rakuten Investment Management, Inc. | 102,299 | $12.0M | 0.04% | +86,113+532.0% | Added |
| Aventail Capital Group, LP | 102,447 | $12.0M | 0.69% | +2,447+2.4% | Added |
| iA Global Asset Management Inc. | 101,918 | $11.9M | 0.15% | −70,772−41.0% | Reduced |
| Bogart Wealth, LLC | 101,665 | $11.9M | 0.48% | +2,002+2.0% | Added |
| Greystone Financial Group, LLC | 100,585 | $11.8M | 1.84% | +6,819+7.3% | Added |
| Lowe Brockenbrough & Co Inc | 99,563 | $11.7M | 0.57% | +980+1.0% | Added |
| Public Employees Retirement Association of Colorado | 99,164 | $11.6M | 0.04% | −226−0.2% | Reduced |
| Nissay Asset Management Corp | 98,331 | $11.5M | 0.06% | −34,303−25.9% | Reduced |
| First Citizens Bank & Trust Co | 98,162 | $11.5M | 0.24% | +1,588+1.6% | Added |
| SageGuard Financial Group, LLC | 96,850 | $11.4M | 1.81% | +96,850 | New |
| Hennessy Advisors Inc | 96,787 | $11.3M | 0.40% | −2,700−2.7% | Reduced |
| Biondo Investment Advisors, LLC | 93,591 | $11.0M | 1.33% | −86−0.1% | Reduced |
| Oak Harvest Investment Services | 93,332 | $10.9M | 1.19% | −13,721−12.8% | Reduced |
| Balyasny Asset Management LLC | 92,184 | $10.8M | 0.02% | +61,375+199.2% | Added |
| Blair William & Co | 92,179 | $10.8M | 0.03% | −4,120−4.3% | Reduced |