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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; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.

Other share classesDUKBDUKUDUK.PA

13F holders, Q1 2021

Institutional positions in Duke Energy CORP as of Mar 31, 2021. 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
1,632
No complete 13F data for Q4 2020
Shares held
483.2M
No complete 13F data for Q4 2020
Total value
$46.6B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 1,632 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ1 2021: $46.6B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Duke Energy CORP.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding DUK in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
New Capital Management LP1$00.00%––
Financial Perspectives, Inc16,217$1680.01%––
KB Financial Partners, LLC15$1.00K0.00%––
JCIC Asset Management Inc.24$2.00K0.00%––
RPG Investment Advisory, LLC20$2.00K0.00%––
Baldwin Brothers Inc33$3.00K0.00%––
Transamerica Financial Advisors, Inc.24$3.00K0.07%––
Clear Perspectives Financial Planning, LLC26$3.00K0.00%––
Delta Asset Management LLC37$4.00K0.00%––
Standard Family Office LLC41$4.00K0.00%––
Mine & Arao Wealth Creation & Management, LLC.50$5.00K0.00%––
Northwest Investment Counselors, LLC64$6.00K0.00%––
TD Capital Management LLC61$6.00K0.00%––
Winch Advisory Services, LLC65$6.00K0.00%––
Ironwood Financial, llc60$6.00K0.00%––
Avion Wealth67$6.00K0.00%––
TSFG, LLC58$6.00K0.00%––
Stonebridge Financial Planning Group, LLC66$6.00K0.00%––
Ten Capital Wealth Advisors, LLC81$7.00K0.00%––
Smith Asset Management Group LP81$8.00K0.00%––
Proffitt & Goodson Inc78$8.00K0.00%––
Westchester Capital Management, Inc.84$8.00K0.00%––
Benjamin Edwards Inc83$8.00K0.01%––
Filbrandt Wealth Management, LLC83$8.00K0.00%––
Truehand, Inc93$9.00K0.01%––
Cribstone Capital Management, LLC97$9.00K0.01%––
Aua Capital Management, LLC100$10.0K0.01%––
Burleson & Company, LLC118$11.0K0.00%––
Fiduciary Planning LLC119$11.0K0.02%––
Raffa Wealth Management, LLC114$11.0K0.00%––
CSat Investment Advisory, L.P.128$12.0K0.01%––
Macroview Investment Management LLC126$12.0K0.02%––
Lowe Wealth Advisors, LLC133$13.0K0.01%––
Spectrum Management Group, LLC140$14.0K0.00%––
Lenox Wealth Advisors, LLC145$14.0K0.00%––
Syverson Strege & Co144$14.0K0.01%––
Evolution Wealth Advisors, LLC143$14.0K0.00%––
Sterling Financial Planning, Inc.147$14.0K0.01%––
Orion Capital Management LLC150$14.0K0.01%––
Howe & Rusling Inc160$15.0K0.00%––
Wealthcare Capital Management LLC164$16.0K0.00%––
Riverview Trust Co164$16.0K0.02%––
Retirement Group, LLC161$16.0K0.01%––
Rocky Mountain Advisers, LLC175$17.0K0.02%––
Halpern Financial, Inc.182$17.6K0.01%––
Arcadia Investment Management Corp188$18.0K0.00%––
Focused Wealth Management, Inc193$19.0K0.00%––
Hoover Financial Advisors, Inc.185$19.0K0.00%––
Resolute Partners Group273$20.0K0.00%––
MBM Wealth Consultants, LLC220$21.0K0.01%––
Atlas Private Wealth Advisors214$21.0K0.01%––
GPS Wealth Strategies Group, LLC235$22.0K0.01%––
Professional Financial Advisors, LLC231$22.0K0.01%––
Pacifica Partners Inc.229$22.0K0.02%––
Lipe & Dalton243$23.0K0.01%––
Cowa, LLC235$23.0K0.01%––
Highlander Capital Management, LLC252$24.0K0.01%––
Meridian Wealth Partners, LLC251$24.0K0.01%––
SOA Wealth Advisors, LLC.255$24.0K0.01%––
Capital Advisors, Ltd. LLC264$25.0K0.00%––
Eukles Asset Management260$25.0K0.02%––
Joseph P. Lucia & Associates, LLC266$26.0K0.01%––
Sage Private Wealth Group, LLC267$26.0K0.04%––
Global Trust Asset Management, LLC276$27.0K0.01%––
Savior LLC282$27.0K0.03%––
MPS Loria Financial Planners, LLC300$28.0K0.01%––
Brand Asset Management Group, Inc.289$28.0K0.01%––
Abundance Wealth Counselors290$28.0K0.01%––
Global Financial Private Client, LLC300$28.9K0.02%––
Edge Wealth Management LLC300$29.0K0.01%––
Corbenic Partners LLC313$30.0K0.01%––
St. Johns Investment Management Company, LLC311$30.0K0.02%––
Atlas Private Wealth Management309$30.0K0.02%––
Cutler Group LP330$31.0K0.00%––
Regal Wealth Group, Inc.320$31.0K0.02%––
Arlington Partners LLC332$32.0K0.01%––
Lountzis Asset Management, LLC333$32.1K0.02%––
John W. Brooker & Co., CPAs346$33.0K0.02%––
Tortoise Investment Management, LLC350$34.0K0.01%––
Mascoma Wealth Management LLC362$35.0K0.02%––
Canton Hathaway, LLC366$35.0K0.01%––
Acima Private Wealth, LLC368$36.0K0.02%––
Human Investing LLC398$38.0K0.01%––
McIlrath & Eck, LLC399$39.0K0.01%––
PrairieView Partners, LLC400$39.0K0.01%––
Regency Capital Management Inc.400$39.0K0.04%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA420$40.5K0.06%––
Financial Enhancement Group LLC437$42.0K0.01%––
Kelly Financial Services LLC441$42.6K0.03%––
Total Clarity Wealth Management, Inc.475$46.0K0.03%––
Atlas Capital Advisors LLC484$46.7K0.01%––
Robbins Farley LLC450$47.0K0.04%––
Tucker Asset Management LLC497$48.0K0.03%––
Tarbox Family Office, Inc.500$48.0K0.01%––
Farmers & Merchants Trust Co of Chambersburg PA511$49.0K0.04%––
AGF Investments LLC514$50.0K0.01%––
Cascade Investment Advisors, Inc.535$51.6K0.03%––
Investment Research & Advisory Group, Inc.550$53.0K0.04%––
Alpha Paradigm Partners, LLC551$53.0K0.02%––
Bay Harbor Wealth Management, LLC561$54.0K0.02%––