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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
Bank of Nova Scotia Trust Co3,200$309.0K0.03%––
MONECO Advisors, LLC3,210$310.0K0.15%––
Rossmore Private Capital3,219$311.0K0.06%––
Rockland Trust Co3,227$312.0K0.02%––
Intersect Capital LLC3,228$312.0K0.06%––
Putnam Investments LLC3,246$313.0K0.00%––
Nwam LLC3,247$313.0K0.03%––
Ledyard National Bank3,250$314.0K0.03%––
XML Financial, LLC3,250$314.0K0.08%––
Winfield Associates, Inc.3,263$315.0K0.13%––
Lake Street Advisors Group, LLC3,263$315.0K0.03%––
Gladstone Institutional Advisory LLC3,261$315.0K0.05%––
Bridgeworth, LLC3,281$317.0K0.10%––
Bridges Investment Management Inc3,295$318.0K0.01%––
Flputnam Investment Management Co3,294$318.0K0.01%––
Winthrop Advisory Group LLC3,295$318.0K0.08%––
Wills Financial Group, Inc.3,313$319.0K0.15%––
Hallmark Capital Management Inc3,318$320.0K0.03%––
Eisler Capital (UK) Ltd.3,311$320.0K0.14%––
AlphaStar Capital Management, LLC3,324$321.0K0.05%––
St. Louis Trust Co3,333$322.0K0.08%––
TFG Advisers LLC3,331$322.0K0.17%––
Mayfair Advisory Group, LLC3,378$325.0K0.58%––
Pitcairn Co3,384$326.0K0.02%––
Advisory Alpha, LLC3,381$326.0K0.03%––
Fagan Associates, Inc.3,378$326.0K0.08%––
Parallax Volatility Advisers, L.P.3,397$328.0K0.00%––
Gray Wealth Management Inc.3,400$328.0K0.21%––
J.P. Marvel Investment Advisors, LLC3,410$329.0K0.08%––
Spotlight Asset Group, Inc.3,417$330.0K0.12%––
Claro Advisors LLC3,434$331.0K0.17%––
Boltwood Capital Management3,445$333.0K0.15%––
Hotaling Investment Management, LLC3,453$333.0K0.15%––
Weatherly Asset Management L. P.3,457$334.0K0.05%––
Hexagon Capital Partners LLC3,463$334.0K0.09%––
Renasant Bank3,476$335.0K0.27%––
Detalus Advisors, LLC3,470$335.0K0.20%––
Berkshire Asset Management LLC3,478$336.0K0.02%––
Biltmore Capital Advisors LLC3,495$337.0K0.07%––
Market Street Wealth Management Advisors LLC3,494$337.0K0.20%––
Michael B. Yongue3,489$337.0K0.27%––
Edgemoor Investment Advisors, Inc.3,530$341.0K0.03%––
Equitable Trust Co3,535$342.0K0.03%––
Mark Stevens3,560$344.0K0.04%––
Wimmer Associates 1, LLC3,562$344.0K0.19%––
Ausdal Financial Partners, Inc.3,559$344.0K0.06%––
Wealth Management Associates, Inc.3,583$345.9K0.22%––
Westwood Holdings Group Inc.3,589$346.0K0.00%––
Ridgewood Investments LLC3,586$346.0K0.21%––
Boston Trust Walden Corp3,608$348.0K0.00%––
Diversified Portfolios, Inc.3,615$349.0K0.11%––
Patriot Financial Group Insurance Agency, LLC3,621$349.0K0.08%––
IronBridge Private Wealth, LLC3,614$349.0K0.22%––
Isthmus Partners, LLC3,624$350.0K0.06%––
44 Wealth Management LLC3,627$350.0K0.15%––
TrinityPoint Wealth, LLC3,635$351.0K0.08%––
McKinley Carter Wealth Services, Inc.3,656$353.0K0.03%––
Financial Management Professionals, Inc.3,652$353.0K0.09%––
NorthRock Partners, LLC3,658$353.0K0.03%––
Davis R M Inc3,701$357.0K0.01%––
River Wealth Advisors LLC3,694$357.0K0.07%––
Lighthouse Financial Advisors, Inc.3,710$358.0K0.11%––
Change Path, LLC3,701$358.0K0.03%––
Sigma Investment Counselors Inc3,714$359.0K0.03%––
Raab & Moskowitz Asset Management LLC3,729$359.0K0.14%––
Cooper Financial Group3,717$359.0K0.08%––
Milestone Advisory Partners3,726$360.0K0.19%––
Strategic Wealth Designers3,741$361.0K0.17%––
Greatmark Investment Partners, Inc.3,760$363.0K0.07%––
Lantz Financial LLC3,775$364.0K0.21%––
BDO Wealth Advisors, LLC3,789$366.0K0.04%––
KLCM Advisors, Inc.3,799$367.0K0.08%––
McRae Capital Management Inc3,810$368.0K0.09%––
AdvisorNet Financial, Inc3,809$368.0K0.03%––
Pacific Wealth Strategies Group, Inc.3,808$368.0K0.15%––
King Wealth3,822$369.0K0.08%––
Parkside Financial Bank & Trust3,868$374.0K0.11%––
Asset Dedication, LLC3,867$374.0K0.08%––
Arrow Financial Corp3,913$377.0K0.05%––
BancorpSouth Bank3,902$377.0K0.06%––
Garrett Wealth Advisory Group, LLC3,908$377.0K0.27%––
JustInvest LLC3,910$377.0K0.06%––
Associated Banc-Corp4,675$378.0K0.02%––
Douglas Lane & Associates, LLC3,914$378.0K0.01%––
Pflug Koory, LLC3,913$378.0K0.21%––
Capital Analysts, LLC3,931$379.0K0.03%––
Tatro Capital, LLC3,938$380.0K0.29%––
Prio Wealth Limited Partnership3,950$381.0K0.01%––
Charter Trust Co3,941$381.0K0.04%––
Almanack Investment Partners, LLC.3,945$381.0K0.04%––
Traphagen Investment Advisors LLC2,760$381.7K0.07%––
Capital Asset Advisory Services LLC3,959$382.0K0.06%––
Allen Capital Group, LLC3,972$383.0K0.09%––
Reaves W H & Co Inc3,974$384.0K0.01%––
Garrett Investment Advisors LLC3,977$384.0K0.14%––
Rikoon Group, LLC3,986$385.0K0.10%––
KC Investment Advisors, LLC3,992$385.0K0.36%––
Osborne Partners Capital Management, LLC3,995$386.0K0.04%––
BBVA USA Bancshares, Inc.4,003$386.0K0.02%––
Wiley Bros.-Aintree Capital, LLC4,010$387.0K0.28%––