Skip to main content

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
Stuart Chaussee & Associates, Inc.583$56.0K0.02%––
Disciplined Investments, LLC583$56.0K0.03%––
RWM Asset Management, LLC578$56.0K0.01%––
Estate Counselors, LLC591$57.0K0.01%––
Jackson, Grant Investment Advisers, Inc.590$57.0K0.03%––
Laffer Tengler Investments596$57.5K0.02%––
Centerpoint Advisors, LLC619$60.0K0.04%––
Westside Investment Management, Inc.636$61.0K0.00%––
ShoreHaven Wealth Partners, LLC636$61.0K0.03%––
Pinebridge Investments, L.P.644$62.0K0.00%––
Private Ocean, LLC640$62.0K0.01%––
Perkins Coie Trust Co661$64.0K0.02%––
Sargent Bickham Lagudis LLC665$64.0K0.01%––
Edmond de Rothschild Holding S.A.667$64.0K0.00%––
TFC Financial Management667$64.0K0.03%––
Rockbridge Investment Management, LCC679$65.0K0.01%––
JJJ Advisors Inc.712$69.0K0.03%––
Larson Financial Group LLC716$69.0K0.02%––
Horrell Capital Management, Inc.750$72.0K0.03%––
Clearview Wealth Advisors LLC756$73.0K0.05%––
Lee Financial Co768$74.0K0.02%––
Johnson Midwest Financial, LLC765$74.0K0.08%––
Prestige Wealth Management Group LLC779$75.0K0.02%––
Fieldpoint Private Securities, LLC792$76.0K0.02%––
Banco de Sabadell, S.A800$77.0K0.01%––
Evoke Wealth, LLC795$77.0K0.00%––
Heritage Wealth Management, LLC796$77.0K0.04%––
Migdal Insurance & Financial Holdings Ltd.819$79.0K0.00%––
Lindbrook Capital, LLC823$79.0K0.02%––
RMR Wealth Builders814$79.0K0.02%––
Ade, LLC816$79.0K0.08%––
Prentice Wealth Management LLC816$79.0K0.04%––
Cranbrook Wealth Management, LLC833$80.0K0.02%––
Gemmer Asset Management LLC833$80.0K0.01%––
Ellis Investment Partners, LLC833$80.0K0.02%––
RBA Wealth Management, LLC858$82.8K0.07%––
Allworth Financial LP872$84.0K0.00%––
Cary Street Partner Investment Advisory LLC28,302$84.0K0.03%––
Freedman Financial Associates, Inc.873$84.0K0.07%––
American State Bank (Iowa)874$84.4K0.07%––
CVA Family Office, LLC912$88.0K0.03%––
Manchester Capital Management LLC917$89.0K0.01%––
Bellevue Asset Management, LLC933$90.0K0.06%––
S.A. Mason LLC1,004$97.0K0.07%––
Capital Advisory Group Advisory Services, LLC1,022$99.0K0.04%––
Ci Investments Inc.1,060$102.0K0.00%––
Key Financial Inc1,056$102.0K0.07%––
Coastal Capital Group, Inc.1,067$103.0K0.03%––
Piscataqua Savings Bank1,065$103.0K0.09%––
Webster Bank, N. A.1,083$104.0K0.01%––
Erste Asset Management GmbH1,091$105.0K0.00%––
Leonteq Securities AG1,102$106.4K0.01%––
Sound Income Strategies, LLC1,116$107.7K0.02%––
Brewin Dolphin Ltd1,144$110.4K0.01%––
Atticus Wealth Management, LLC1,163$112.0K0.05%––
Leelyn Smith, LLC1,167$113.0K0.03%––
AllSquare Wealth Management LLC1,182$114.0K0.07%––
TCI Wealth Advisors, Inc.1,217$117.0K0.05%––
Baystate Wealth Management LLC1,245$120.0K0.01%––
Toth Financial Advisory Corp1,257$121.0K0.02%––
Compagnie Lombard Odier SCmA1,250$121.0K0.00%––
Adalta Capital Management LLC1,256$121.0K0.07%––
Princeton Global Asset Management LLC1,300$125.0K0.04%––
Reilly Financial Advisors, LLC1,306$126.0K0.01%––
Berman Capital Advisors, LLC1,338$129.0K0.03%––
Vestor Capital, LLC1,353$131.0K0.01%––
Simon Quick Advisors, LLC1,379$133.0K0.04%––
Phoenix Wealth Advisors1,398$135.0K0.11%––
Valley National Advisers Inc1,408$136.0K0.03%––
Grandview Asset Management LLC1,430$138.0K0.07%––
Plante Moran Financial Advisors, LLC1,435$139.0K0.04%––
D'Orazio & Associates, Inc.1,442$139.0K0.04%––
Versant Capital Management, Inc1,479$143.0K0.05%––
CX Institutional1,489$144.0K0.01%––
C M Bidwell & Associates Ltd1,500$145.0K0.11%––
Tradition Wealth Management, LLC1,505$145.0K0.03%––
Crescent Capital Consulting, LLC1,531$147.0K0.03%––
Adirondack Trust Co1,530$148.0K0.08%––
Atwood & Palmer Inc1,549$150.0K0.01%––
Firestone Capital Management1,552$150.0K0.05%––
Paradigm, Strategies in Wealth Management, LLC1,583$153.0K0.15%––
HHM Wealth Advisors, LLC1,713$165.0K0.05%––
Tradewinds Capital Management, LLC1,725$167.0K0.03%––
Wealthcare Advisory Partners LLC1,729$167.0K0.01%––
Center for Financial Planning, Inc.1,732$167.0K0.04%––
AlphaMark Advisors, LLC1,758$170.0K0.06%––
Sittner & Nelson, LLC1,766$170.0K0.13%––
Liberty Wealth Management LLC1,891$176.0K0.09%––
M&R Capital Management Inc1,847$178.0K0.04%––
Horan Securities, Inc.1,858$179.0K0.15%––
Smithfield Trust Co1,873$180.0K0.01%––
Silvant Capital Management LLC1,886$182.0K0.03%––
MV Capital Management, Inc.1,907$184.0K0.03%––
Kistler-Tiffany Companies, LLC1,946$188.0K0.05%––
Pinnacle Bancorp, Inc.1,956$189.0K0.09%––
Barrett Asset Management, LLC1,994$192.0K0.01%––
Valley Brook Capital Group1,999$192.0K0.17%––
SG3 Management, LLC2,000$193.0K0.06%––
Ritter Daniher Financial Advisory, LLC2,027$196.0K0.16%––
Mercer Capital Advisers, Inc.2,053$198.0K0.11%––