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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
Exane Derivatives2,084$201.2K0.06%––
Lowe Brockenbrough & Co Inc2,091$202.0K0.02%––
Country Trust Bank2,095$202.0K0.01%––
Pathstone Family Office, LLC2,087$202.0K0.01%––
Bel Air Investment Advisors LLC2,107$203.0K0.01%––
Lokken Investment Group LLC2,106$203.0K0.18%––
Wealthquest Corp2,114$204.0K0.04%––
Shulman DeMeo Asset Management LLC7,888$204.0K0.06%––
McMillion Capital Management Inc2,122$205.0K0.12%––
Archford Capital Strategies, LLC2,067$206.0K0.05%––
McDonald Partners LLC2,144$207.0K0.05%––
Kalos Management, Inc.2,023$207.0K0.06%––
Advisor OS, LLC2,170$208.0K0.05%––
Dividend Assets Capital, LLC2,166$209.0K0.04%––
Polaris Wealth Advisory Group, LLC2,144$209.0K0.01%––
Institutional & Family Asset Management, LLC2,169$209.0K0.04%––
Barnett & Company, Inc.2,179$210.0K0.11%––
Arkfeld Wealth Strategies, L.L.C.2,148$210.0K0.13%––
Column Capital Advisors, LLC2,187$211.0K0.05%––
West Paces Advisors Inc.2,190$211.4K0.08%––
Papp L Roy & Associates2,200$212.0K0.03%––
Cubic Asset Management, LLC2,200$212.0K0.06%––
WMS Partners, LLC2,199$212.0K0.05%––
Lumature Wealth Partners, LLC2,194$212.0K0.11%––
Clearstead Advisors, LLC2,209$213.0K0.02%––
M&G Investment Management Ltd2,193$213.0K0.00%––
Capital Financial Planning, LLC2,203$213.0K0.09%––
Provident Wealth Management, LLC2,207$213.0K0.24%––
Matrix Private Capital Group LLC2,206$213.0K0.13%––
Capital Advantage, Inc.2,212$214.0K0.06%––
TCTC Holdings, LLC2,234$215.0K0.01%––
Summit Asset Management, LLC2,225$215.0K0.07%––
Capital One Financial Corp2,237$216.0K0.03%––
Liberty Capital Management, Inc.2,237$216.0K0.07%––
Reilly Herbert Faulkner III2,239$216.0K0.07%––
Pratt Collard Advisory Partners LLC2,233$216.0K0.15%––
Delta Financial Advisors LLC3,550$217.0K0.10%––
Stokes Family Office, LLC2,245$217.0K0.03%––
Washington Trust Bank2,261$218.0K0.03%––
Central Bank & Trust Co2,255$218.0K0.04%––
United Asset Strategies, Inc.2,272$219.0K0.03%––
Pacitti Group Inc.2,288$220.0K0.15%––
Chesapeake Wealth Management2,287$221.0K0.07%––
CFM Wealth Partners LLC2,288$221.0K0.07%––
Loveless Wealth Management LLC2,300$222.0K0.15%––
Axiom Investment Management LLC2,310$223.0K0.18%––
Charter Research & Investment Group, Inc.2,325$224.0K0.20%––
Cypress Wealth Services, LLC2,325$224.0K0.05%––
Frisch Financial Group, Inc.2,319$224.0K0.08%––
Westshore Wealth, LLC2,320$224.0K0.13%––
Norris Perne & French LLP2,335$225.0K0.02%––
Woodley Farra Manion Portfolio Management Inc2,328$225.0K0.02%––
Foresight Wealth Management, LLC2,346$226.0K0.11%––
Kayne Anderson Rudnick Investment Management LLC2,352$227.0K0.00%––
GM Advisory Group, Inc.2,353$227.0K0.03%––
Sage Rhino Capital LLC2,353$227.0K0.07%––
Fca Corp2,362$228.0K0.07%––
Valmark Advisers, Inc.2,360$228.0K0.00%––
Boston Common Asset Management, LLC2,364$228.0K0.01%––
Oarsman Capital, Inc.2,366$228.0K0.10%––
Radnor Capital Management, LLC2,360$228.0K0.07%––
Southland Equity Partners LLC2,368$228.6K0.13%––
Shilanski & Associates, Inc.2,373$229.0K0.12%––
Essex Investment Management Co LLC2,384$230.0K0.03%––
Bangor Savings Bank2,384$230.0K0.03%––
Sullivan, Bruyette, Speros & Blaney, LLC2,396$231.0K0.01%––
PDS Planning, Inc2,405$232.0K0.07%––
Klingman & Associates, LLC2,412$233.0K0.02%––
Gleason Group, Inc.2,412$233.0K0.09%––
Duff & Phelps Investment Management Co2,420$234.0K0.00%––
Wealth Alliance Advisory Group, LLC2,428$234.0K0.12%––
Foundations Investment Advisors, LLC2,391$234.0K0.01%––
S&CO Inc2,438$235.0K0.02%––
Proficio Capital Partners LLC2,432$235.0K0.03%––
Brandywine Oak Private Wealth LLC2,446$236.0K0.03%––
FRG Family Wealth Advisors LLC2,450$236.0K0.05%––
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,452$237.0K0.02%––
San Francisco Sentry Investment Group (Ca)2,449$237.0K0.10%––
Family Management Corp2,465$238.0K0.07%––
Private Capital Group, LLC2,468$238.0K0.06%––
Middleton & Co Inc2,481$239.0K0.03%––
ClearBridge Investments Ltd2,481$239.0K0.01%––
Aveo Capital Partners, LLC2,471$239.0K0.06%––
Legacy Financial Advisors, Inc.2,478$239.0K0.07%––
Bickling Financial Services, Inc.2,472$239.0K0.12%––
Stone Run Capital, LLC2,487$240.0K0.09%––
Redhawk Wealth Advisors, Inc.2,483$240.0K0.06%––
Mezzasalma Advisors, LLC2,487$240.0K0.15%––
Shayne & Co., LLC2,500$241.0K0.14%––
VeraBank, N.A.2,501$241.0K0.16%––
Evergreen Capital Management LLC2,507$242.0K0.01%––
Buckingham Capital Management, Inc.2,503$242.0K0.04%––
MCF Advisors LLC2,510$242.0K0.03%––
Annex Advisory Services, LLC2,523$243.0K0.02%––
Epstein & White Financial LLC2,507$243.0K0.07%––
Eads & Heald Wealth Management2,528$244.0K0.13%––
Bank of the West2,541$245.0K0.03%––
Farmers & Merchants Trust Co of Long Beach2,537$245.0K0.08%––
BCGM Wealth Management, LLC2,419$245.0K0.17%––
Keeler Thomas Management LLC2,550$246.0K0.13%––