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
Taylor Hoffman Wealth Management	21,610	$2.09M	0.95%	–	–
Jackson Hole Capital Partners, LLC	21,624	$2.09M	0.86%	–	–
Physicians Financial Services, Inc.	21,774	$2.10M	0.90%	–	–
Nicholas Hoffman & Company, LLC.	21,830	$2.11M	0.42%	–	–
Global Wealth Management Investment Advisory, Inc.	21,860	$2.11M	0.76%	–	–
Citizens Financial Group Inc	22,065	$2.13M	0.11%	–	–
IFG Advisory, LLC	22,067	$2.13M	0.27%	–	–
Salem Investment Counselors Inc	22,141	$2.14M	0.13%	–	–
Jump Financial, LLC	22,162	$2.14M	0.20%	–	–
CCLA Investment Management Ltd	22,199	$2.14M	0.04%	–	–
Pinnacle Associates Ltd	22,244	$2.15M	0.04%	–	–
TSP Capital Management Group, LLC	22,377	$2.16M	0.76%	–	–
Veritable, L.P.	22,416	$2.16M	0.04%	–	–
Lee Danner & Bass Inc	22,473	$2.17M	0.21%	–	–
Trust Co of Toledo NA	22,514	$2.17M	0.39%	–	–
Advisor Partners LLC	22,620	$2.18M	0.16%	–	–
American Assets Investment Management, LLC	22,666	$2.19M	0.30%	–	–
Private Harbour Investment Management & Counsel, LLC	22,671	$2.19M	1.99%	–	–
Journey Advisory Group, LLC	22,702	$2.19M	0.77%	–	–
Tokio Marine Asset Management Co Ltd	22,867	$2.21M	0.23%	–	–
Icon Advisers Inc	22,900	$2.21M	0.35%	–	–
Pegasus Asset Management, Inc.	23,070	$2.23M	1.13%	–	–
Wade G W & Inc	23,102	$2.23M	0.12%	–	–
Roosevelt Investment Group LLC	23,250	$2.24M	0.15%	–	–
Old North State Trust, LLC	23,264	$2.25M	1.78%	–	–
Columbia Asset Management	22,574	$2.25M	0.41%	–	–
Vestmark Advisory Solutions, Inc.	23,307	$2.25M	0.20%	–	–
Cetera Advisors LLC	23,354	$2.25M	0.06%	–	–
Kingsview Wealth Management, LLC	23,553	$2.27M	0.13%	–	–
BP PLC	23,564	$2.27M	0.08%	–	–
Silvercrest Asset Management Group LLC	23,792	$2.30M	0.02%	–	–
Chemung Canal Trust Co	23,853	$2.30M	0.46%	–	–
Simmons Bank	23,884	$2.31M	0.17%	–	–
Bank of Hawaii	23,889	$2.31M	0.14%	–	–
First Bank & Trust	24,051	$2.32M	1.17%	–	–
Murphy Capital Management Inc	24,283	$2.34M	0.29%	–	–
Mechanics Bank Trust Department	24,322	$2.35M	0.40%	–	–
Acadian Asset Management LLC	24,379	$2.35M	0.01%	–	–
Private Asset Management Inc	24,430	$2.36M	0.33%	–	–
Kingfisher Capital LLC	24,529	$2.37M	0.66%	–	–
Canandaigua National Corp	24,597	$2.37M	0.40%	–	–
Covington Capital Management	24,689	$2.38M	0.10%	–	–
Duality Advisers, LP	24,832	$2.40M	0.21%	–	–
Coldstream Capital Management Inc	24,839	$2.40M	0.14%	–	–
Integrated Advisors Network LLC	24,847	$2.40M	0.22%	–	–
Wright Investors Service Inc	24,856	$2.40M	0.73%	–	–
IBM Retirement Fund	24,981	$2.41M	0.17%	–	–
Caldwell Trust Co	24,987	$2.41M	0.34%	–	–
National Asset Management, Inc.	25,081	$2.42M	0.09%	–	–
Quinn Opportunity Partners LLC	25,094	$2.42M	0.15%	–	–
Eudaimonia Partners, LLC	25,138	$2.43M	0.50%	–	–
Optimal Asset Management, Inc.	25,277	$2.44M	0.32%	–	–
Vontobel Holding Ltd.	25,308	$2.44M	0.02%	–	–
Argent Trust Co	25,402	$2.45M	0.17%	–	–
Seeyond	25,453	$2.46M	0.25%	–	–
World Asset Management Inc	24,556	$2.47M	0.22%	–	–
City Holding Co	25,787	$2.49M	0.47%	–	–
Triangle Securities Wealth Management	25,961	$2.51M	0.91%	–	–
Rowland & Co Investment Counsel	26,009	$2.51M	0.66%	–	–
Constitution Capital LLC	26,020	$2.51M	1.66%	–	–
First Horizon Corp	26,047	$2.51M	0.24%	–	–
Providence Capital Advisors, LLC	26,050	$2.52M	0.92%	–	–
Orleans Capital Management Corp	26,135	$2.52M	1.71%	–	–
Hanson & Doremus Investment Management	26,163	$2.53M	0.58%	–	–
Focus Financial Network, Inc.	26,387	$2.55M	0.30%	–	–
Point72 Asset Management, L.P.	26,600	$2.57M	0.01%	–	–
Spectrum Asset Management, Inc. (NB/CA)	26,820	$2.59M	0.80%	–	–
Murphy, Middleton, Hinkle & Parker, Inc.	26,935	$2.60M	1.51%	–	–
Brandywine Global Investment Management, LLC	27,160	$2.62M	0.02%	–	–
Peapack Gladstone Financial Corp	27,244	$2.63M	0.07%	–	–
Cigna Investments Inc	27,412	$2.65M	0.18%	–	–
Cullen/Frost Bankers, Inc.	27,475	$2.65M	0.06%	–	–
ProVise Management Group, LLC	27,587	$2.66M	0.29%	–	–
Jones Road Capital Management, L.P.	27,700	$2.67M	1.99%	–	–
Zions Bancorporation, N.A.	27,739	$2.68M	0.30%	–	–
Spire Wealth Management	28,031	$2.68M	0.07%	–	–
Vaughan Nelson Investment Management, L.P.	27,775	$2.68M	0.03%	–	–
Park National Corp	27,846	$2.69M	0.12%	–	–
Bragg Financial Advisors, Inc	27,973	$2.70M	0.18%	–	–
6 Meridian	28,017	$2.70M	0.23%	–	–
Bahl & Gaynor Inc	28,049	$2.71M	0.02%	–	–
Community Financial Services Group, LLC	28,163	$2.72M	0.81%	–	–
Kestra Private Wealth Services, LLC	28,342	$2.74M	0.19%	–	–
Level Four Advisory Services, LLC	28,417	$2.74M	0.21%	–	–
Wilbanks Smith & Thomas Asset Management LLC	28,519	$2.75M	0.12%	–	–
Banque Cantonale Vaudoise	28,626	$2.76M	0.14%	–	–
Prospera Financial Services Inc	28,626	$2.77M	0.16%	–	–
Townsend Asset Management Corp	28,770	$2.78M	1.72%	–	–
Montag A & Associates Inc	29,105	$2.81M	0.16%	–	–
Resources Management Corp	29,446	$2.84M	0.43%	–	–
Cypress Capital Group	29,760	$2.87M	0.41%	–	–
HC Financial Advisors Inc	29,843	$2.88M	1.76%	–	–
Banque Pictet & Cie SA	30,000	$2.90M	0.04%	–	–
Sheets Smith Wealth Management	30,180	$2.91M	0.43%	–	–
Worldquant Millennium Advisors LLC	30,318	$2.93M	0.06%	–	–
Covington Investment Advisors Inc.	30,357	$2.93M	0.71%	–	–
Home Federal Bank of Tennessee	30,502	$2.94M	1.11%	–	–
Citizens Business Bank	30,557	$2.95M	0.41%	–	–
Agf Investments Inc.	30,798	$2.97M	0.02%	–	–
Homrich & Berg	30,906	$2.98M	0.08%	–	–