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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; 2,491 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: 1,797 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,898 institutionsQ1 2024: 1,904 institutionsQ2 2024: 1,968 institutionsQ3 2024: 2,064 institutionsQ4 2024: 2,192 institutionsQ1 2025: 2,258 institutionsQ2 2025: 2,270 institutionsQ3 2025: 2,331 institutionsQ4 2025: 2,399 institutionsQ1 2026: 2,484 institutionsQ2 2026: 2,491 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 20262,491$68.9B
Q1 20262,484$70.8B
Q4 20252,399$62.9B
Q3 20252,331$65.9B
Q2 20252,270$62.7B
Q1 20252,258$64.2B
Q4 20242,192$55.0B
Q3 20242,064$58.7B
Q2 20241,968$50.5B
Q1 20241,904$48.4B
Q4 20231,898$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 20221,797$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
Nepsis, Inc.15,311$1.48M0.47%––
Soltis Investment Advisors LLC15,315$1.48M0.27%––
Segall Bryant & Hamill, LLC15,401$1.49M0.01%––
First Dallas Securities Inc.15,416$1.49M1.27%––
Laurel Wealth Advisors, Inc.15,467$1.49M0.23%––
Heritage Trust Co15,467$1.49M0.23%––
Gables Capital Management Inc.15,527$1.50M0.83%––
Trust Co of Vermont15,643$1.51M0.11%––
Good Life Advisors, LLC15,684$1.51M0.31%––
Dixon Hubard Feinour & Brown Inc15,720$1.52M0.36%––
Patton Albertson Miller Group, LLC15,743$1.52M0.37%––
Moloney Securities Asset Management, LLC15,762$1.52M0.30%––
Neville Rodie & Shaw Inc15,819$1.53M0.13%––
United Bank15,875$1.53M1.08%––
Sound View Wealth Advisors Group, LLC15,968$1.54M0.36%––
Franklin Street Advisors Inc16,016$1.55M0.14%––
Cubist Systematic Strategies, LLC16,013$1.55M0.02%––
Palladium Partners LLC16,080$1.55M0.08%––
Ingalls & Snyder LLC16,087$1.55M0.07%––
WealthTrust Axiom LLC16,097$1.55M0.53%––
American Portfolios Advisors16,323$1.58M0.07%––
Sheaff Brock Investment Advisors, LLC16,368$1.58M0.17%––
Seven Springs Wealth Group, LLC16,415$1.58M0.75%––
Lakeview Capital Partners, LLC16,499$1.59M0.68%––
Financial Architects, Inc16,527$1.59M0.25%––
Cornerstone Wealth Group, LLC15,886$1.61M0.33%––
Wealthspire Advisors, LLC16,669$1.61M0.04%––
Paloma Partners Management Co16,701$1.61M0.05%––
Engineers Gate Manager LP16,700$1.61M0.08%––
Comerica Securities,inc.16,720$1.61M0.12%––
Wealthstreet Investment Advisors, LLC16,777$1.62M0.16%––
Brown Brothers Harriman & Co16,901$1.63M0.01%––
Buckhead Capital Management LLC16,967$1.64M0.38%––
Altavista Wealth Management, Inc.17,003$1.64M0.40%––
Cornell Pochily Investment Advisors, Inc.17,092$1.65M0.79%––
Stock Yards Bank & Trust Co17,111$1.65M0.11%––
FourThought Financial, LLC17,203$1.66M0.24%––
SWS Partners17,218$1.66M1.14%––
Los Angeles Capital Management LLC17,250$1.67M0.01%––
First City Capital Management, Inc.16,542$1.67M0.97%––
Smith, Moore & Co.17,593$1.70M0.27%––
Jane Street Group, LLC17,609$1.70M0.00%––
Evermay Wealth Management LLC17,657$1.70M0.34%––
Shelton Capital Management17,680$1.71M0.06%––
Shoker Investment Counsel, Inc.17,789$1.72M0.90%––
First Manhattan Co17,879$1.73M0.01%––
Premier Fund Managers Ltd18,000$1.73M0.07%––
ZWJ Investment Counsel Inc17,979$1.74M0.11%––
Ipswich Investment Management Co., Inc.18,002$1.74M0.49%––
Bailard, Inc.18,026$1.74M0.06%––
IFP Advisors, Inc18,117$1.75M0.03%––
Sumitomo Life Insurance Co18,153$1.75M0.07%––
Bradley Foster & Sargent Inc18,338$1.77M0.04%––
Old Dominion Capital Management Inc18,341$1.77M0.41%––
AMG National Trust Bank18,346$1.77M0.06%––
Connor, Clark & Lunn Investment Management Ltd.18,390$1.77M0.01%––
KMG Fiduciary Partners, LLC18,625$1.80M0.35%––
Jaffetilchin Investment Partners, LLC18,657$1.80M0.21%––
Everence Capital Management Inc18,704$1.80M0.16%––
NTV Asset Management LLC18,726$1.81M0.33%––
Community Bank of Raymore19,001$1.83M0.60%––
BerganKDV Wealth Management, LLC19,009$1.83M0.24%––
Commerzbank Aktiengesellschaft19,150$1.85M0.13%––
WealthShield Partners, LLC19,175$1.85M0.34%––
Successful Portfolios LLC19,182$1.85M1.22%––
Naples Global Advisors, LLC19,242$1.86M0.28%––
Pettyjohn, Wood & White, Inc19,259$1.86M0.44%––
Heritage Investors Management Corp19,330$1.87M0.08%––
London Co of Virginia19,333$1.87M0.01%––
Lincoln National Corp19,368$1.87M0.05%––
Beech Hill Advisors, Inc.19,370$1.87M0.78%––
Rockefeller Capital Management L.P.19,409$1.87M0.01%––
Federation des caisses Desjardins du Quebec19,413$1.87M0.02%––
Graves-Light Private Wealth Management, Inc.19,664$1.90M0.33%––
Aspire Private Capital, LLC19,717$1.90M0.67%––
Shepherd Financial Partners LLC19,740$1.91M0.42%––
Wedbush Securities Inc19,819$1.91M0.11%––
Guardian Investment Management19,925$1.92M1.54%––
Parsec Financial Management, Inc.20,046$1.94M0.10%––
FinTrust Capital Advisors, LLC20,074$1.94M0.56%––
Norway Savings Bank20,093$1.94M1.02%––
Valeo Financial Advisors, LLC20,122$1.94M0.09%––
Excalibur Management Corp20,191$1.95M0.96%––
FDx Advisors, Inc.20,227$1.95M0.07%––
Miller Howard Investments Inc20,260$1.96M0.08%––
Tdam USA Inc.20,323$1.96M0.12%––
Proequities, Inc.20,513$1.98M0.14%––
Boston Private Wealth LLC20,537$1.98M0.03%––
Avantax Planning Partners, Inc.20,704$2.00M0.10%––
Merit Financial Group, LLC20,731$2.00M0.21%––
Teza Capital Management LLC20,755$2.00M0.40%––
Kentucky Retirement Systems Insurance Trust Fund20,904$2.02M0.22%––
LS Investment Advisors, LLC21,108$2.04M0.11%––
Woodard & Co Asset Management Group Inc21,136$2.04M1.30%––
HNP Capital LLC21,167$2.04M0.61%––
Strategic Wealth Advisors Group, LLC21,220$2.05M0.11%––
Principle Wealth Partners LLC21,217$2.05M0.25%––
Vectors Research Management, LLC21,266$2.05M0.57%––
Bank Ozk21,513$2.08M0.96%––
Strategy Asset Managers LLC21,596$2.08M0.48%––