Duke Energy CORP

DUK

Exchange: NYSE
Industry: Electric & Other Services Combined
SEC CIK: 0001326160

SEC filings (opens in a new tab)

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.

Other share classesDUKB DUKU DUK.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

Value heldQ1 2021: $46.6B

Institutions holding DUK and their total value by quarter
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, 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
Institution	Shares	Value	% of portfolio	Change in shares	Action
Allred Capital Management, LLC	10,998	$1.06M	0.48%	–	–
Scotia Capital Inc.	11,033	$1.06M	0.01%	–	–
Blueshift Asset Management, LLC	11,045	$1.07M	0.11%	–	–
We Are One Seven, LLC	11,087	$1.07M	0.18%	–	–
American National Registered Investment Advisor, Inc.	11,147	$1.08M	0.42%	–	–
Resource Management, LLC	11,165	$1.08M	0.13%	–	–
Marble Harbor Investment Counsel, LLC	11,193	$1.08M	0.15%	–	–
Independence Bank of Kentucky	11,286	$1.09M	0.53%	–	–
Massmutual Trust Co FSB	11,290	$1.09M	0.05%	–	–
Arete Wealth Advisors, LLC	11,380	$1.10M	0.14%	–	–
Haverford Trust Co	11,388	$1.10M	0.01%	–	–
Cadence Bank NA	11,421	$1.10M	0.35%	–	–
West Chester Capital Advisors, Inc	11,467	$1.11M	0.95%	–	–
Bellecapital International Ltd.	11,463	$1.11M	0.35%	–	–
Horizon Financial Services, LLC	11,502	$1.11M	0.97%	–	–
Greenleaf Trust	11,584	$1.12M	0.01%	–	–
Belpointe Asset Management LLC	11,654	$1.13M	0.10%	–	–
Williams Jones Wealth Management, LLC.	11,733	$1.13M	0.02%	–	–
Snowden Capital Advisors LLC	11,744	$1.13M	0.07%	–	–
Earnest Partners LLC	11,755	$1.14M	0.01%	–	–
Washington Trust Co	11,795	$1.14M	0.03%	–	–
Wealth Dimensions Group, Ltd.	11,820	$1.14M	0.89%	–	–
Savant Capital, LLC	11,832	$1.14M	0.06%	–	–
Sawyer & Company, Inc	11,835	$1.14M	0.57%	–	–
GSB Wealth Management, LLC	11,859	$1.15M	0.38%	–	–
TCF National Bank	11,861	$1.15M	0.13%	–	–
Global Retirement Partners, LLC	11,908	$1.15M	0.13%	–	–
Fiduciary Trust Co	11,990	$1.16M	0.02%	–	–
Man Group plc	12,063	$1.17M	0.01%	–	–
Rodgers Brothers Inc.	12,133	$1.17M	0.24%	–	–
United Bank	12,195	$1.18M	0.16%	–	–
Benjamin F. Edwards & Company, Inc.	12,197	$1.18M	0.06%	–	–
Selective Wealth Management, Inc.	12,212	$1.18M	1.07%	–	–
MTM Investment Management, LLC	12,279	$1.19M	0.67%	–	–
Waddell & Reed Financial Inc	12,304	$1.19M	0.00%	–	–
Wolff Wiese Magana LLC	12,316	$1.19M	0.93%	–	–
Northeast Financial Consultants Inc	12,372	$1.19M	0.09%	–	–
DuPont Capital Management Corp	12,458	$1.20M	0.03%	–	–
Gofen & Glossberg LLC	12,480	$1.21M	0.03%	–	–
RSM US Wealth Management LLC	12,484	$1.21M	0.08%	–	–
Certified Advisory Corp	12,559	$1.21M	0.31%	–	–
Essex Financial Services, Inc.	12,645	$1.22M	0.22%	–	–
Ameritas Investment Partners, Inc.	12,670	$1.22M	0.05%	–	–
Forte Capital LLC	12,680	$1.22M	0.19%	–	–
Donaldson Capital Management, LLC	12,943	$1.25M	0.07%	–	–
Grove Bank & Trust	13,005	$1.25M	0.30%	–	–
Peoples Financial Services Corp.	13,051	$1.26M	0.55%	–	–
Mountain Capital Investment Advisors, Inc	12,812	$1.26M	0.63%	–	–
Regentatlantic Capital LLC	13,153	$1.27M	0.04%	–	–
First Horizon Advisors, Inc.	13,173	$1.27M	0.07%	–	–
Fundamentun, LLC	13,196	$1.27M	0.40%	–	–
IHT Wealth Management, LLC	13,211	$1.27M	0.09%	–	–
Quantitative Investment Management, LLC	13,257	$1.28M	0.11%	–	–
Lehman & Derafelo Financial Resources LLC	13,276	$1.28M	0.36%	–	–
Alethea Capital Management, LLC	13,403	$1.29M	0.79%	–	–
Marino, Stram & Associates LLC	13,465	$1.30M	0.51%	–	–
TCW Group Inc	13,480	$1.30M	0.01%	–	–
Livingston Group Asset Management CO (operating as Southport Capital Management)	13,543	$1.31M	0.34%	–	–
HighPoint Advisor Group LLC	13,507	$1.32M	0.15%	–	–
Aigen Investment Management, LP	13,655	$1.32M	0.17%	–	–
First National Trust Co	13,681	$1.32M	0.09%	–	–
Welch Group, LLC	13,688	$1.32M	0.10%	–	–
ARGI Investment Services, LLC	13,721	$1.32M	0.05%	–	–
Dynamic Advisor Solutions LLC	13,872	$1.34M	0.12%	–	–
Hartford Financial Management Inc.	13,915	$1.34M	0.33%	–	–
Private Trust Co NA	14,003	$1.35M	0.22%	–	–
Employers Holdings, Inc.	14,005	$1.35M	0.80%	–	–
Greenline Partners, LLC	14,120	$1.36M	0.30%	–	–
Schmidt P J Investment Management Inc	13,718	$1.37M	0.28%	–	–
Alley Co LLC	14,163	$1.37M	0.27%	–	–
Ashfield Capital Partners, LLC	14,171	$1.37M	0.11%	–	–
Hennion & Walsh Asset Management, Inc.	14,241	$1.38M	0.08%	–	–
Carnegie Capital Asset Management, LLC	14,293	$1.38M	0.06%	–	–
Lido Advisors, LLC	14,304	$1.38M	0.04%	–	–
Jefferies Group LLC	14,310	$1.38M	0.03%	–	–
Parcion Private Wealth LLC	14,363	$1.39M	0.16%	–	–
Paradigm Financial Partners, LLC	14,486	$1.40M	0.38%	–	–
Private Wealth Partners, LLC	14,513	$1.40M	0.15%	–	–
Shell Asset Management Co	14,525	$1.40M	0.03%	–	–
Mutual Advisors, LLC	14,540	$1.40M	0.10%	–	–
Green Square Capital Advisors LLC	14,559	$1.41M	0.46%	–	–
NN Investment Partners Holdings N.V.	14,661	$1.42M	0.01%	–	–
Bull Street Advisors, LLC	14,658	$1.42M	0.80%	–	–
Carolinas Wealth Consulting LLC	14,706	$1.42M	0.35%	–	–
M Holdings Securities, Inc.	14,721	$1.42M	0.13%	–	–
NJ State Employees Deferred Compensation Plan	14,733	$1.42M	0.20%	–	–
Symphony Financial, Ltd. Co.	14,577	$1.42M	0.38%	–	–
Brooks, Moore & Associates, Inc.	14,751	$1.42M	0.96%	–	–
Folger Nolan Fleming Douglas Capital Management, Inc	14,767	$1.43M	0.17%	–	–
Stonebridge Capital Advisors LLC	14,763	$1.43M	0.19%	–	–
International Assets Investment Management, LLC	15,231	$1.43M	0.13%	–	–
Spirit of America Management Corp	14,800	$1.43M	0.34%	–	–
Tower Bridge Advisors	14,932	$1.44M	0.11%	–	–
Rafferty Asset Management, LLC	14,949	$1.44M	0.01%	–	–
Clearbridge Investments, LLC	14,959	$1.44M	0.00%	–	–
Signaturefd, LLC	14,987	$1.45M	0.06%	–	–
Financial Advocates Investment Management	25,346	$1.45M	0.11%	–	–
Aviance Capital Partners, LLC	15,095	$1.46M	0.28%	–	–
Community Bank & Trust, Waco, Texas	15,124	$1.46M	0.49%	–	–
J.W. Cole Advisors, Inc.	15,232	$1.47M	0.14%	–	–