Duke Energy CORP - Common Stock (DUK)

Historical Holders from Q1 2014 to Q4 2025

Type / Class: Equity / Common Stock
Symbol: DUK on NYSE
Shares outstanding: 778,419,640
Price per share: $117.21
All holders as of 30 Sep 2025: Q3 2025
Total 13F shares as of 30 Sep 2025: 531,901,934
Total reported value: $65,805,995,229
% of total 13F portfolios: 0.06%
Share change: +883,612
Value change: +$121,308,927
Avg buy value change: +0.01%
Avg sell value change: -0%
Number of holders: 2,293
Price from insider filings: $123.80

Reported Shares, Excluding Options vs Price

Reported Value, Excluding Options

Total Investors

Significant Owners of Duke Energy CORP - Common Stock (DUK) based on Schedule 13D/G filings

Filer	Ownership	Change %	Holdings Value	Net Change	Nb Shares	Change %	Reporting Name	Report Period
VANGUARD GROUP INC	10%		$9,626,715,688		77,841,964		The Vanguard Group	28 Nov 2025

As of 30 Sep 2025, Duke Energy CORP - Common Stock (DUK) has 2,293 institutional shareholders filing 13F forms. They hold 531,901,934 shares. of 778,419,640 outstanding shares (68%) .

Top 25 institutional shareholders own 47% of the company.

Filer	Ownership	Nb Shares	Share Change %	Portfolio %	Holdings Value
VANGUARD GROUP INC	9.8%	76,301,165	+0.77%	0.14%	$9,442,269,169
BlackRock, Inc.	8.6%	67,245,096	+0.64%	0.15%	$8,321,580,670
STATE STREET CORP	5.4%	42,257,762	+1.4%	0.18%	$5,229,398,048
GEODE CAPITAL MANAGEMENT, LLC	2.4%	19,062,258	+2%	0.15%	$2,361,628,241
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	2.2%	16,869,572	-1.8%	0.65%	$2,087,609,537
WELLINGTON MANAGEMENT GROUP LLP	1.7%	13,045,528	-1.4%	0.28%	$1,614,384,090
FMR LLC	1.7%	12,933,992	-3.3%	0.08%	$1,600,581,472
MORGAN STANLEY	1.6%	12,451,834	+1.5%	0.09%	$1,540,914,925
GQG Partners LLC	1.3%	10,327,052	-4.9%	2%	$1,277,976,815
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.1%	8,872,752	+2.1%	0.18%	$1,097,691,591
BANK OF AMERICA CORP /DE/	1.1%	8,472,710	+4.1%	0.08%	$1,048,497,859
ROYAL BANK OF CANADA	1.1%	8,324,921	-0.35%	0.18%	$1,030,210,000
NORTHERN TRUST CORP	1%	7,758,700	+0.41%	0.12%	$960,139,126
FRANKLIN RESOURCES INC	0.94%	7,281,986	+4.1%	0.23%	$901,145,716
Legal & General Group Plc	0.81%	6,335,657	-0.04%	0.18%	$784,037,558
Nuveen, LLC	0.79%	6,121,891	+15%	0.2%	$757,584,012
RAYMOND JAMES FINANCIAL INC	0.68%	5,317,557	-0.25%	0.21%	$658,047,214
GOLDMAN SACHS GROUP INC	0.68%	5,261,838	+7.9%	0.09%	$651,152,342
Capital Research Global Investors	0.65%	5,033,225	+0.25%	0.12%	$622,861,594
Bank of New York Mellon Corp	0.63%	4,875,039	+0.35%	0.11%	$603,286,136
Invesco Ltd.	0.57%	4,474,852	-3.9%	0.09%	$553,762,988
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC	0.56%	4,341,992	-12%	0.12%	$537,321,512
JPMORGAN CHASE & CO	0.53%	4,115,743	+18%	0.03%	$509,323,628
WELLS FARGO & COMPANY/MN	0.47%	3,648,295	+1.5%	0.09%	$451,476,458
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	0.46%	3,569,308	0%	0.37%	$441,701,865

Institutional Holders of Duke Energy CORP - Common Stock (DUK) across Reporting Periods

Period	Reported Shares, Excl. Options	Value, Excl. Options	Value Change	Puts Notional Value	Calls Notional Value	Price (% of par)	Investors
2025 Q4	3,880,962	$455,822,578	+$20,431,962			11,721%	110
2025 Q3	531,901,934	$65,805,995,229	+$121,308,927	$410,511,710	$684,267,775	12,375%	2,293
2025 Q2	531,245,761	$62,665,821,394	+$798,609,265	$389,630,373	$630,357,040	11,800%	2,244
2025 Q1	526,265,617	$64,172,026,403	+$1,918,394,197	$393,232,399	$883,010,193	12,197%	2,224
2024 Q4	510,289,739	$54,989,359,150	+$71,303,821	$348,350,943	$442,707,774	10,774%	2,148
2024 Q3	508,312,763	$58,600,896,835	+$296,569,800	$447,228,376	$565,798,853	11,530%	2,042
2024 Q2	504,862,060	$50,602,751,435	+$419,019,930	$322,792,112	$443,369,303	10,023%	1,936
2024 Q1	501,303,428	$48,441,259,608	-$231,139,323	$279,800,467	$525,161,979	9,671%	1,889
2023 Q4	7,379,853	$716,092,613	+$15,991,382			9,704%	28
2023 Q3	496,859,218	$43,843,498,750	+$481,462,059	$226,123,135	$350,264,960	8,826%	1,746
2023 Q2	488,784,410	$43,855,479,519	+$174,433,850	$204,497,149	$307,138,598	8,974%	1,758
2023 Q1	486,717,802	$46,928,029,659	-$302,468,226	$228,473,729	$496,445,362	9,647%	1,774
2022 Q4	493,093,995	$50,763,753,803	+$757,698,113	$253,926,197	$524,461,519	10,299%	1,781
2022 Q3	469,116,860	$43,645,864,953	-$56,359,579	$217,613,071	$353,232,000	9,302%	1,711
2022 Q2	477,914,733	$51,216,678,977	+$642,005,751	$243,832,178	$416,073,000	10,720.99%	1,765
2022 Q1	471,582,930	$52,609,669,466	+$146,197,893	$218,108,178	$340,388,378	11,165.97%	1,796
2021 Q4	466,470,486	$48,888,359,408	+$301,435,015	$260,416,276	$476,771,480	10,489.94%	1,751
2021 Q3	471,494,036	$45,976,609,575	-$210,206,491	$287,111,026	$373,658,361	9,759%	1,605
2021 Q2	476,023,746	$46,955,340,598	-$153,714,690	$256,125,706	$258,082,000	9,872%	1,620
2021 Q1	477,779,313	$46,080,771,838	+$1,016,285,493	$180,449,066	$300,952,000	9,652.98%	1,604
2020 Q4	459,285,206	$41,996,793,013	+$148,772,100	$232,294,338	$240,734,908	9,155.97%	1,597
2020 Q3	463,032,470	$40,956,706,648	-$289,693,427	$218,960,092	$413,980,370	8,856%	1,491
2020 Q2	397,435,146	$31,783,301,709	-$100,117,637	$250,163,272	$229,514,063	7,989.01%	1,482
2020 Q1	453,401,763	$36,678,098,226	+$299,020,253	$188,543,051	$310,889,000	8,087.99%	1,464
2019 Q4	463,834,084	$42,291,742,612	+$2,613,195,967	$268,037,002	$320,357,000	9,120.98%	1,516
2019 Q3	387,556,961	$37,133,734,104	-$633,910,641,304	$236,085,000	$344,018,000	9,586%	1,424
2019 Q2	432,637,145	$38,164,356,860	+$331,926,350	$192,794,000	$282,303,000	8,824.01%	1,402
2019 Q1	428,935,188	$38,581,496,366	-$198,461,506	$239,382,000	$478,881,000	9,000%	1,419
2018 Q4	430,589,169	$37,137,546,417	+$1,315,329,188	$289,646,000	$391,172,000	8,629.97%	1,362
2018 Q3	413,987,981	$33,110,749,268	+$352,332,974	$192,303,000	$282,031,001	8,001.98%	1,275
2018 Q2	415,749,280	$32,863,128,907	+$383,072,467	$170,283,002	$257,007,009	7,907.99%	1,310
2018 Q1	410,542,807	$31,792,216,987	+$1,117,004,851	$208,190,691	$275,901,310	7,747%	1,295
2017 Q4	397,177,486	$33,382,852,755	-$128,108,760	$213,474,031	$212,133,376	8,410.95%	1,296
2017 Q3	397,290,287	$33,344,702,015	+$632,792,994	$196,886,001	$219,427,000	8,392%	1,183
2017 Q2	386,707,939	$32,328,370,228	+$371,681,586	$188,672,009	$295,760,003	8,359%	1,183
2017 Q1	389,814,196	$31,965,568,220	+$3,723,961,856	$107,245,003	$226,021,014	8,200.99%	1,174
2016 Q4	384,888,357	$29,864,822,422	-$653,309,058	$100,354,000	$215,837,003	7,762%	1,172
2016 Q3	392,140,881	$31,378,371,727	-$86,539,561	$130,370,000	$204,659,000	8,003.98%	1,106
2016 Q2	386,839,300	$33,151,338,263	+$458,821,077	$112,096,000	$233,134,000	8,578.97%	1,117
2016 Q1	387,567,549	$31,228,688,745	+$1,116,736,428	$89,549,000	$216,547,000	8,067.97%	1,082
2015 Q4	367,796,634	$26,262,033,604	-$572,370,704	$88,264,000	$188,133,499	7,138.98%	1,051
2015 Q3	382,106,537	$27,486,024,335	+$534,403,609	$92,000,000	$139,765,000	7,193.99%	1,020
2015 Q2	361,860,912	$25,563,789,645	-$852,299,455	$366,615,000	$323,376,500	7,061.99%	1,014
2015 Q1	391,419,501	$30,076,153,767	-$201,755,082	$78,524,000	$159,615,723	7,678%	1,032
2014 Q4	392,024,865	$32,762,470,110	-$95,222,706	$216,934,000	$216,889,000	8,354.01%	1,040
2014 Q3	391,958,019	$29,303,253,934	+$446,241,537	$126,690,000	$241,063,000	7,476.99%	977
2014 Q2	385,757,822	$28,615,996,814	+$554,552,626	$109,489,000	$210,169,000	7,418.99%	965
2014 Q1	378,164,543	$26,933,309,150	+$622,690,117	$108,119,000	$201,513,000	7,121.99%	967