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 |
|---|---|---|---|---|---|
| Linscomb & Williams, Inc. | 92,107 | $10.8M | 0.45% | +680+0.7% | Added |
| Janney Capital Management LLC | 89,746 | $10.5M | 0.66% | −1,567−1.7% | Reduced |
| Private Advisor Group, LLC | 89,501 | $10.5M | 0.05% | +11,428+14.6% | Added |
| Oregon Public Employees Retirement Fund | 89,020 | $10.4M | 0.13% | +100+0.1% | Added |
| Vinva Investment Management Ltd | 88,505 | $10.4M | 0.13% | +41,389+87.8% | Added |
| Alley Investment Management Company, LLC | 87,409 | $10.2M | 1.20% | −609−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 92,571 | $10.2M | 0.25% | +2,464+2.7% | Added |
| Acadian Asset Management LLC | 86,272 | $10.1M | 0.02% | +83,511+3,024.7% | Added |
| Rafferty Asset Management, LLC | 85,635 | $10.0M | 0.03% | +3,774+4.6% | Added |
| Tectonic Advisors LLC | 85,469 | $10.0M | 0.53% | +6,400+8.1% | Added |
| Metis Global Partners, LLC | 84,276 | $9.88M | 0.23% | +2,347+2.9% | Added |
| Mutual of America Capital Management LLC | 83,489 | $9.79M | 0.10% | −788−0.9% | Reduced |
| HB Wealth Management, LLC | 83,468 | $9.78M | 0.06% | −1,726−2.0% | Reduced |
| Tompkins Financial Corp | 83,234 | $9.76M | 0.76% | +406+0.5% | Added |
| Intact Investment Management Inc. | 82,800 | $9.70M | 0.28% | +700+0.9% | Added |
| Anchor Investment Management, LLC | 82,786 | $9.70M | 0.79% | +450+0.5% | Added |
| Capital Investment Advisory Services, LLC | 82,182 | $9.63M | 0.68% | +2,651+3.3% | Added |
| Glenmede Trust Co NA | 81,012 | $9.50M | 0.05% | +81,012 | New |
| Romano Brothers and Company | 80,822 | $9.47M | 1.08% | −633−0.8% | Reduced |
| Loomis Sayles & Co L P | 80,430 | $9.43M | 0.01% | +4,950+6.6% | Added |
| Benjamin Edwards Inc | 79,891 | $9.36M | 0.10% | +1,859+2.4% | Added |
| Advisors Management Group Inc | 78,293 | $9.18M | 1.67% | +51,088+187.8% | Added |
| Tower Bridge Advisors | 78,049 | $9.15M | 0.92% | +54,597+232.8% | Added |
| Bell Bank | 77,541 | $9.09M | 0.39% | −1,743−2.2% | Reduced |
| Swiss Life Asset Management Ltd | 77,352 | $9.07M | 0.05% | +832+1.1% | Added |
| State of Alaska, Department of Revenue | 77,272 | $9.06M | 0.10% | −5,690−6.9% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 76,744 | $9.00M | 0.25% | +1,742+2.3% | Added |
| Advocate Group LLC | 75,070 | $8.80M | 1.42% | +4,104+5.8% | Added |
| Edgestream Partners, L.P. | 74,912 | $8.78M | 0.25% | −39,620−34.6% | Reduced |
| Strategic Wealth Designers | 74,570 | $8.74M | 1.07% | −23,039−23.6% | Reduced |
| Investment Management Corp of Ontario | 74,461 | $8.73M | 0.12% | +16,197+27.8% | Added |
| Kestra Private Wealth Services, LLC | 72,876 | $8.54M | 0.11% | −593−0.8% | Reduced |
| Camden National Bank | 72,866 | $8.54M | 1.17% | +820+1.1% | Added |
| New Age Alpha Advisors, LLC | 72,510 | $8.50M | 0.37% | −1,648−2.2% | Reduced |
| Visionary Wealth Advisors | 71,393 | $8.37M | 0.38% | +1,505+2.2% | Added |
| Pacer Advisors, Inc. | 70,723 | $8.29M | 0.02% | +5,136+7.8% | Added |
| KBC Group NV | 70,369 | $8.25M | 0.02% | +5,804+9.0% | Added |
| Commerzbank Aktiengesellschaft | 69,145 | $8.10M | 0.16% | +4,562+7.1% | Added |
| Northside Capital Management, LLC | 68,152 | $7.99M | 0.69% | 00.0% | Unchanged |
| Agf Management Ltd | 67,979 | $7.97M | 0.03% | +655+1.0% | Added |
| Mediolanum International Funds Ltd | 67,682 | $7.96M | 0.08% | +47,768+239.9% | Added |
| Strategic Advisors LLC | 67,814 | $7.95M | 1.24% | −377−0.6% | Reduced |
| Washington Trust Bank | 67,795 | $7.95M | 0.56% | +2,738+4.2% | Added |
| New England Asset Management Inc | 66,435 | $7.79M | 1.02% | −6,000−8.3% | Reduced |
| Cincinnati Casualty Co | 66,300 | $7.77M | 3.94% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 65,495 | $7.68M | 0.28% | +8,124+14.2% | Added |
| Thompson Siegel & Walmsley LLC | 64,669 | $7.58M | 0.13% | +200+0.3% | Added |
| Capital Investment Advisors, LLC | 64,147 | $7.52M | 0.11% | +2,018+3.2% | Added |
| Horizon Investments, LLC | 63,652 | $7.46M | 0.09% | +111+0.2% | Added |
| Meyer Handelman Co | 63,340 | $7.42M | 0.23% | −1,560−2.4% | Reduced |
| HGK Asset Management Inc | 63,317 | $7.42M | 1.10% | +1,600+2.6% | Added |
| Windward Capital Management Co | 63,298 | $7.42M | 0.59% | −4,259−6.3% | Reduced |
| Welch & Forbes LLC | 63,205 | $7.41M | 0.09% | −83−0.1% | Reduced |
| UniSuper Management Pty Ltd | 63,141 | $7.40M | 0.04% | +548+0.9% | Added |
| Global Retirement Partners, LLC | 62,821 | $7.36M | 0.13% | +14,365+29.6% | Added |
| Concurrent Investment Advisors, LLC | 62,701 | $7.35M | 0.08% | +11,742+23.0% | Added |
| First Horizon Corp | 62,679 | $7.35M | 0.33% | +1,942+3.2% | Added |
| Reliant Investment Partners, LLC | 62,479 | $7.32M | 5.75% | −931−1.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 62,352 | $7.31M | 0.28% | +3,640+6.2% | Added |
| Kingsview Wealth Management, LLC | 62,308 | $7.30M | 0.11% | +8,761+16.4% | Added |
| Cyndeo Wealth Partners, LLC | 62,164 | $7.29M | 0.39% | +56,023+912.3% | Added |
| Walleye Capital LLC | 62,076 | $7.28M | 0.04% | +15,586+33.5% | Added |
| KMG Fiduciary Partners, LLC | 62,057 | $7.27M | 0.52% | +1,695+2.8% | Added |
| Savant Capital, LLC | 61,723 | $7.23M | 0.04% | +1,757+2.9% | Added |
| Strategic Planning Group, LLC | 61,678 | $7.23M | 0.93% | +5,959+10.7% | Added |
| Teachers Retirement System of the State of Kentucky | 60,633 | $7.11M | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 60,587 | $7.10M | 1.63% | −2,464−3.9% | Reduced |
| Atria Investments LLC | 60,499 | $7.09M | 0.08% | +635+1.1% | Added |
| Mizuho Securities USA LLC | 56,624 | $7.02M | 0.12% | −130.0% | Reduced |
| Lido Advisors, LLC | 56,870 | $7.00M | 0.03% | +2,939+5.4% | Added |
| Vontobel Holding Ltd. | 59,520 | $6.98M | 0.02% | −138−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 59,360 | $6.96M | 0.28% | +1,539+2.7% | Added |
| Allstate Corp | 59,097 | $6.93M | 0.09% | +30,543+107.0% | Added |
| Harbour Investments, Inc. | 59,067 | $6.92M | 0.14% | +38,352+185.1% | Added |
| Adviser Investments LLC | 58,944 | $6.91M | 0.08% | +6,476+12.3% | Added |
| Founders Financial Alliance, LLC | 58,251 | $6.83M | 1.29% | +966+1.7% | Added |
| Patten & Patten Inc | 58,191 | $6.82M | 0.40% | −3,823−6.2% | Reduced |
| Estabrook Capital Management | 57,530 | $6.74M | 0.99% | −668−1.1% | Reduced |
| Pathway Financial Advisers, LLC | 57,382 | $6.73M | 1.95% | −114−0.2% | Reduced |
| Prospera Financial Services Inc | 57,281 | $6.72M | 0.11% | −2,427−4.1% | Reduced |
| Colonial Trust Co | 57,302 | $6.72M | 0.90% | −757−1.3% | Reduced |
| Smith, Salley & Associates | 56,806 | $6.66M | 0.33% | +2,184+4.0% | Added |
| Red Door Wealth Management, LLC | 56,791 | $6.66M | 0.69% | +1,586+2.9% | Added |
| BCM Advisors, LLC | 56,086 | $6.59M | 1.26% | −280−0.5% | Reduced |
| Argent Trust Co | 56,007 | $6.56M | 0.23% | +626+1.1% | Added |
| Money Concepts Capital Corp | 55,713 | $6.53M | 0.37% | +3,133+6.0% | Added |
| United Capital Financial Advisers, LLC | 55,620 | $6.52M | 0.04% | +3,110+5.9% | Added |
| Farmers & Merchants Investments Inc | 55,233 | $6.47M | 0.18% | −1,930−3.4% | Reduced |
| Principal Securities, Inc. | 54,941 | $6.44M | 0.10% | +4,112+8.1% | Added |
| Brown Advisory Inc | 54,842 | $6.43M | 0.01% | −1,890−3.3% | Reduced |
| Coldstream Capital Management Inc | 54,741 | $6.42M | 0.08% | −1,215−2.2% | Reduced |
| Principal Street Partners, LLC | 54,502 | $6.39M | 1.08% | −797−1.4% | Reduced |
| Stratos Wealth Partners, LTD. | 54,308 | $6.37M | 0.07% | −225−0.4% | Reduced |
| Csenge Advisory Group | 54,111 | $6.34M | 0.29% | +5,017+10.2% | Added |
| Pinebridge Investments LLC | 53,971 | $6.33M | 0.05% | +53,971 | New |
| Farther Finance Advisors, LLC | 53,861 | $6.31M | 0.07% | +12,219+29.3% | Added |
| Merit Financial Group, LLC | 53,859 | $6.31M | 0.05% | +2,197+4.3% | Added |
| Consolidated Planning Corp | 53,710 | $6.30M | 0.64% | +51,750+2,640.3% | Added |
| Clough Capital Partners L P | 53,352 | $6.25M | 0.56% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 53,111 | $6.23M | 1.42% | +4,626+9.5% | Added |