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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
St Germain D J Co Inc5,078$490.0K0.03%––
Westover Capital Advisors, LLC5,081$490.0K0.17%––
Advisors Capital Management, LLC5,089$491.0K0.02%––
Warren Averett Asset Management, LLC4,820$493.0K0.05%––
Transcend Wealth Collective, LLC5,115$495.0K0.06%––
EPG Wealth Management LLC5,126$495.0K0.24%––
Phocas Financial Corp.5,151$497.0K0.07%––
Claraphi Advisory Network, LLC5,153$497.0K0.14%––
Beacon Pointe Advisors, LLC5,129$497.0K0.03%––
Essex Private Wealth Management, LLC5,147$497.0K0.47%––
Dodge & Cox5,182$500.0K0.00%––
CMG Global Holdings, LLC5,191$501.0K0.43%––
Ballentine Partners, LLC5,199$502.0K0.02%––
Mather Group, LLC.5,197$502.0K0.01%––
Hummer Financial Advisory Services Inc5,196$502.0K0.49%––
Aptus Capital Advisors, LLC5,226$504.0K0.03%––
Tiemann Investment Advisors, LLC5,233$505.0K0.25%––
Visionary Wealth Advisors5,233$505.0K0.05%––
CoreFirst Bank & Trust5,234$505.0K0.35%––
Duncker Streett & Co Inc5,286$510.0K0.10%––
Patriot Investment Management Inc.5,287$510.0K0.05%––
Darwin Advisors, LLC5,310$512.0K0.09%––
Archer Investment Corp5,310$512.6K0.21%––
Procyon Private Wealth Partners, LLC5,338$515.0K0.24%––
Probity Advisors, Inc.5,399$521.0K0.12%––
Absher Wealth Management, LLC5,429$524.0K0.10%––
Sequoia Financial Advisors, LLC5,437$525.0K0.02%––
Glassman Wealth Services5,446$526.0K0.11%––
Costello Asset Management, INC5,447$526.0K0.36%––
First Financial Bank - Trust Division5,463$527.0K0.06%––
Bridgefront Capital, LLC5,484$529.0K0.16%––
Wrapmanager Inc5,537$534.0K0.15%––
Sandy Spring Bank5,540$534.0K0.03%––
Bard Financial Services, Inc.5,535$534.0K0.05%––
Kanawha Capital Management LLC5,538$535.0K0.05%––
Kings Point Capital Management5,557$536.0K0.05%––
Doliver Advisors, LP5,567$537.0K0.20%––
Charles Schwab Trust Co5,600$539.0K0.11%––
Colonial River Wealth Management, LLC5,580$539.0K0.44%––
Personal Cfo Solutions, LLC5,589$540.0K0.12%––
Verity Asset Management, Inc.5,617$542.0K0.32%––
Intrua Financial, LLC5,506$543.0K0.14%––
Edgewood Management LLC5,634$544.0K0.00%––
Wintrust Investments LLC5,677$548.0K0.06%––
Campion Asset Management LLC5,681$548.0K0.41%––
Atlantic Trust, LLC5,702$550.0K0.41%––
Fairfield, Bush & Co.5,712$551.0K0.16%––
Headinvest, LLC5,716$551.0K0.11%––
First Command Bank5,708$551.0K0.12%––
First Command Financial Services, Inc.5,708$551.0K0.12%––
Meridian Wealth Management, LLC5,749$555.0K0.08%––
Burke & Herbert Bank & Trust Co5,755$556.0K0.38%––
Aldebaran Financial Inc.5,779$558.0K0.53%––
Calton & Associates, Inc.5,795$559.0K0.11%––
MEMBERS Trust Co5,791$559.0K0.02%––
Acorn Financial Advisory Services Inc5,806$563.0K0.21%––
Flaharty Asset Management, LLC5,830$563.0K0.13%––
SPC Financial, Inc.5,857$565.0K0.07%––
Hudock, Inc.5,872$566.0K0.18%––
Quadrant Capital Group LLC5,878$567.0K0.09%––
Equitable Holdings, Inc.5,886$568.0K0.01%––
Princeton Capital Management LLC5,894$569.0K0.19%––
Asahi Life Asset Management Co., Ltd.5,890$569.0K0.08%––
V Wealth Advisors LLC5,900$569.0K0.10%––
MBA Advisors LLC5,910$570.0K0.47%––
Sandbox Financial Partners, LLC5,853$571.0K0.47%––
StoneX Group Inc.5,921$572.0K0.10%––
Whalerock Point Partners, LLC5,936$573.0K0.25%––
Lake Street Financial LLC5,942$574.0K0.16%––
LBMC Investment Advisors, LLC5,984$578.0K0.06%––
Supplemental Annuity Collective Trust of NJ6,000$579.0K0.20%––
E&G Advisors, LP6,000$579.0K0.17%––
Fulton Breakefield Broenniman LLC6,007$580.0K0.05%––
Goepper Burkhardt LLC6,015$581.0K0.39%––
Kovack Advisors, Inc.6,042$583.0K0.08%––
Sunbelt Securities, Inc.6,048$584.0K0.12%––
Kempen Capital Management N.V.6,057$585.0K0.03%––
Adams Chetwood Wealth Management LLC6,069$586.0K0.45%––
North Star Investment Management Corp.6,077$587.0K0.06%––
Future Financial Wealth Managment LLC6,093$588.0K0.68%––
Formidable Asset Management, LLC6,112$589.0K0.13%––
Beese Fulmer Investment Management, Inc.6,111$590.0K0.07%––
Aspen Investment Management Inc6,114$590.0K0.33%––
Camden Capital, LLC6,123$591.0K0.16%––
Capital Advisors Inc6,133$592.0K0.02%––
Sunflower Bank, N.A.6,137$592.0K0.10%––
Wolverine Trading, LLC6,205$597.0K0.01%––
Wellington Shields & Co., LLC6,212$600.0K0.22%––
Capital Bank & Trust Co6,243$603.0K0.01%––
Hodges Capital Management Inc.6,288$607.0K0.08%––
ERTS Wealth Advisors, LLC6,325$611.0K0.18%––
Ossiam6,355$613.0K0.02%––
Clarius Group, LLC6,357$614.0K0.06%––
Parallel Advisors, LLC6,364$614.0K0.03%––
Berkeley Capital Partners, LLC6,410$619.0K0.30%––
Front Row Advisors LLC6,411$619.0K0.30%––
Fisher Asset Management, LLC6,435$621.0K0.00%––
Summit Financial Group Inc6,444$623.0K0.26%––
Symmetry Partners, LLC6,452$623.0K0.04%––
First Hawaiian Bank6,462$624.0K0.03%––