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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
Chelsea Counsel Co2,555$247.0K0.12%––
Allegheny Financial Group LTD2,560$247.0K0.18%––
Independent Financial Group, LLC2,568$247.9K0.03%––
Becker Capital Management Inc2,573$248.0K0.01%––
Cobblestone Capital Advisors LLC2,567$248.0K0.02%––
Mairs & Power Inc2,574$248.0K0.00%––
Indiana Trust & Investment Management CO2,564$248.0K0.13%––
Beirne Wealth Consulting Services, LLC2,573$248.0K0.15%––
PBMares Wealth Management LLC2,568$248.0K0.20%––
Strategic Wealth Management Group, LLC2,578$249.0K0.10%––
Beck Bode, LLC2,575$249.0K0.08%––
DRW Securities, LLC2,591$250.0K0.09%––
Red Wave Investments LLC2,595$250.0K0.10%––
Sutton Wealth Advisors Inc.2,593$250.3K0.10%––
Joel Isaacson & Co., LLC2,605$251.0K0.02%––
Cable Hill Partners, LLC2,601$251.0K0.07%––
Asset Advisors Investment Management, LLC2,582$252.0K0.03%––
Bender Robert & Associates2,626$253.0K0.08%––
Van Cleef Asset Management,Inc2,645$255.0K0.04%––
Regent Peak Wealth Advisors LLC2,650$255.0K0.08%––
Nicolet Bankshares Inc2,652$256.0K0.07%––
Yorktown Management & Research Co Inc2,650$256.0K0.21%––
Reynders McVeigh Capital Management, LLC2,647$256.0K0.02%––
Tiedemann Advisors, LLC2,666$256.0K0.01%––
Adviser Investments LLC2,656$256.0K0.02%––
Providence First Trust Co2,666$257.0K0.13%––
Charter Oak Capital Management, LLC2,662$257.0K0.04%––
Bordeaux Wealth Advisors LLC2,666$257.0K0.18%––
Interchange Capital Partners, LLC2,663$257.0K0.14%––
Harvey Investment Co LLC2,675$258.0K0.04%––
Foster Victor Wealth Advisors, LLC2,625$259.0K0.05%––
Baker Ellis Asset Management LLC2,697$260.0K0.06%––
Bath Savings Trust Co2,693$260.0K0.03%––
Moseley Investment Management Inc2,714$262.0K0.15%––
Domani Wealth, LLC2,735$264.0K0.05%––
Childress Capital Advisors, LLC2,739$264.0K0.12%––
Tectonic Advisors LLC2,744$264.0K0.07%––
BFT Financial Group, LLC2,747$265.0K0.08%––
Mirabella Financial Services LLP2,739$265.0K0.08%––
Berkshire Bank2,753$266.0K0.07%––
Cadinha & Co LLC2,774$268.0K0.04%––
Newbridge Financial Services Group, Inc.2,789$269.0K0.20%––
Mainstay Capital Management LLC2,799$270.0K0.08%––
Novare Capital Management LLC2,814$272.0K0.03%––
Telemus Capital, LLC2,804$272.0K0.02%––
Gryphon Financial Partners LLC2,822$272.0K0.06%––
Fulcrum Equity Management2,819$272.0K0.11%––
Live Oak Private Wealth LLC2,821$272.0K0.07%––
Qtron Investments LLC2,825$273.0K0.08%––
180 Wealth Advisors, LLC2,666$274.0K0.07%––
Covenant Partners, LLC2,852$275.0K0.11%––
StrategIQ Financial Group, LLC2,845$275.0K0.06%––
Northstar Advisory Group, LLC2,845$275.0K0.21%––
Hourglass Capital, LLC2,856$276.0K0.07%––
Investors Asset Management of Georgia Inc2,874$277.0K0.16%––
Towerpoint Wealth, LLC2,870$277.0K0.13%––
Maverick Capital LtdSuperinvestorMaverick Capital2,877$278.0K0.00%––
Birchcreek Wealth Management, LLC2,885$278.0K0.29%––
MJP Associates Inc2,894$279.0K0.11%––
CapWealth Advisors, LLC2,888$279.0K0.03%––
Insight Wealth Strategies, LLC2,887$279.0K0.04%––
Grant/GrossMendelsohn, LLC2,779$279.0K0.22%––
Mosaic Family Wealth, LLC2,902$280.0K0.09%––
CRA Financial Services, LLC2,901$280.0K0.11%––
Lloyd Advisory Services, LLC.2,904$280.0K0.15%––
Echo Street Capital Management LLC2,928$283.0K0.00%––
Old Second National Bank of Aurora2,943$284.0K0.08%––
Peachtree Investment Partners, LLC2,957$285.0K0.16%––
Citizens National Bank Trust Department2,953$285.0K0.09%––
Cornerstone Management, Inc.2,956$285.3K0.08%––
Sun Life Financial INC2,958$286.0K0.02%––
MainStreet Investment Advisors LLC2,961$286.0K0.02%––
Edge Capital Group, LLC2,973$287.0K0.02%––
MBL Wealth, LLC2,983$288.0K0.10%––
Pittenger & Anderson Inc3,000$290.0K0.02%––
Morse Asset Management, Inc3,000$290.0K0.07%––
AXA S.A.3,048$295.0K0.00%––
Fma Advisory Inc3,055$295.0K0.09%––
Field & Main Bank3,090$298.0K0.21%––
David Loasby3,084$298.0K0.04%––
Burns J W & Co Inc3,099$299.0K0.05%––
Letko, Brosseau & Associates Inc3,100$299.0K0.00%––
Aspiriant, LLC3,107$299.0K0.02%––
Abbrea Capital, LLC3,095$299.0K0.05%––
Beaton Management Co. Inc.3,101$299.0K0.21%––
Hurlow Wealth Management Group, Inc.3,095$299.0K0.22%––
Rock Creek Group, LP3,109$300.0K0.05%––
West Branch Capital LLC3,107$300.0K0.18%––
Town & Country Bank & Trust CO dba First Bankers Trust CO3,117$301.0K0.13%––
Hoylecohen, LLC3,126$302.0K0.03%––
Sanders Morris Harris LLC3,142$303.0K0.06%––
Stephenson National Bank & Trust3,147$304.0K0.21%––
Meridian Investment Counsel Inc.3,145$304.0K0.12%––
Octavia Wealth Advisors, LLC3,149$304.0K0.09%––
tru Independence LLC3,156$305.0K0.06%––
Apriem Advisors3,165$306.0K0.05%––
Verus Financial Partners, Inc.3,130$306.0K0.05%––
Rosenberg Matthew Hamilton3,166$306.0K0.17%––
Harbor Financial Services, LLC3,188$308.0K0.14%––
Am Investment Strategies LLC3,194$308.0K0.09%––