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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
Wambolt & Associates, LLC6,480$624.0K0.32%––
Logan Capital Management Inc6,504$628.0K0.03%––
Keystone Financial Group6,594$637.0K0.12%––
Venture Visionary Partners LLC6,616$638.0K0.05%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC6,643$640.0K0.07%––
Gateway Investment Advisers LLC6,650$642.0K0.01%––
Glenview State Bank Trust Dept.6,649$642.0K0.21%––
Glen Eagle Advisors, LLC6,664$643.3K0.22%––
Corient Capital Partners, LLC6,711$647.0K0.06%––
King Luther Capital Management Corp6,728$649.0K0.00%––
Stockman Wealth Management, Inc.6,720$649.0K0.18%––
Flagship Harbor Advisors, LLC6,744$651.0K0.07%––
Eqis Capital Management, Inc.6,753$652.0K0.05%––
Johnson Financial Group, Inc.6,768$653.0K0.04%––
Hayek Kallen Investment Management6,777$654.0K0.29%––
Marks Group Wealth Management, Inc6,781$659.0K0.10%––
Csenge Advisory Group6,763$660.0K0.07%––
Mitchell Sinkler & Starr6,849$661.0K0.64%––
Chicago Trust Co NA6,849$661.0K0.23%––
Gradient Investments LLC6,900$666.0K0.02%––
Sentry Investment Management LLC6,909$667.0K0.18%––
First National Bank of South Miami6,905$667.0K0.51%––
Philadelphia Trust Co6,932$669.0K0.05%––
Sawtooth Solutions, LLC6,943$670.0K0.15%––
Patten Group, Inc.6,954$671.0K0.21%––
Old Port Advisors6,979$674.0K0.26%––
Taylor, Cottrill, Erickson & Associates, Inc.6,993$675.0K0.10%––
Integrated Wealth Concepts LLC6,997$675.0K0.03%––
Empirical Finance, LLC7,388$676.0K0.12%––
Garner Asset Management Corp7,002$676.0K0.36%––
Curbstone Financial Management Corp7,032$679.0K0.14%––
Waters Parkerson & Co., LLC7,050$681.0K0.04%––
Hengehold Capital Management LLC7,058$681.0K0.09%––
PFG Advisors7,067$682.0K0.09%––
CSS LLC7,074$683.0K0.04%––
Endurance Wealth Management, Inc.7,081$684.0K0.08%––
Transform Wealth, LLC7,089$684.0K0.14%––
Ancora Advisors, LLC7,106$686.0K0.02%––
Concord Wealth Partners7,112$686.0K0.23%––
Henshaw Capital LLC7,114$686.7K0.05%––
Stonnington Group, LLC6,800$688.0K0.17%––
Summit X, LLC7,182$692.0K0.19%––
Arkadios Wealth Advisors7,178$692.0K0.11%––
Hills Bank & Trust Co7,229$698.0K0.11%––
Northwest Bancshares, Inc.7,249$700.0K0.17%––
WealthPLAN Partners, LLC6,946$700.0K0.05%––
Kavar Capital Partners Group, LLC7,255$700.0K0.19%––
Keebeck Wealth Management, LLC7,263$701.0K0.11%––
Farr Miller & Washington LLC7,291$704.0K0.05%––
Financial Advisory Service, Inc.7,290$704.0K0.07%––
Pearl River Capital, LLC7,359$710.0K0.23%––
Balasa Dinverno & Foltz LLC7,370$711.0K0.06%––
Strategic Advisors LLC7,381$712.0K0.21%––
Investment Management of Virginia LLC7,400$714.0K0.14%––
Western Wealth Management, LLC7,410$715.0K0.10%––
Dorsey & Whitney Trust CO LLC7,422$717.0K0.07%––
Enterprise Financial Services Corp7,451$718.0K0.13%––
Smith Chas P & Associates Pa Cpas7,484$722.0K0.07%––
Hussman Strategic Advisors, Inc.7,500$724.0K0.15%––
Financial Engines Advisors L.L.C.7,549$729.0K0.00%––
EP Wealth Advisors, LLC7,572$731.0K0.02%––
Mid Atlantic Financial Management Inc7,596$733.0K0.05%––
People's United Financial, Inc.7,597$733.0K0.02%––
Hamel Associates, Inc.7,590$733.0K0.28%––
Ashton Thomas Private Wealth, LLC7,618$735.4K0.12%––
HM Capital Management, LLC7,632$737.0K0.34%––
Fiduciary Group LLC7,317$737.0K0.09%––
Truvestments Capital LLC7,651$738.0K0.42%––
First Financial Corp7,683$741.0K0.51%––
Segment Wealth Management, LLC7,693$743.0K0.10%––
Intrust Bank NA7,735$747.0K0.11%––
Trust Co of Virginia7,745$747.0K0.09%––
Madison Asset Management, LLC7,754$748.0K0.01%––
Legacy Wealth Asset Management, LLC7,791$752.0K0.35%––
Creative Financial Designs Inc7,803$753.0K0.15%––
Compton Capital Management Inc7,816$754.0K0.24%––
Buckley Wealth Management, LLC7,844$757.0K0.28%––
Perigon Wealth Management, LLC7,849$758.0K0.08%––
Wetherby Asset Management Inc7,871$760.0K0.06%––
Birch Hill Investment Advisors LLC7,888$761.0K0.04%––
Chesley Taft & Associates LLC7,866$762.0K0.05%––
Diversified Trust Co7,891$762.0K0.03%––
Carret Asset Management, LLC7,931$766.0K0.10%––
Veriti Management LLC7,933$766.0K0.20%––
Washington Capital Management Inc8,010$773.0K0.72%––
Community Bank, N.A.8,082$780.0K0.10%––
HBK Sorce Advisory LLC8,091$781.0K0.05%––
Crestwood Advisors Group LLC8,105$782.0K0.02%––
RFG Advisory, LLC8,114$783.0K0.09%––
Parsons Capital Management Inc8,143$786.0K0.06%––
Cordasco Financial Network8,138$786.0K0.57%––
Argent Advisors, Inc.8,166$788.0K0.51%––
Wealth Alliance8,168$788.0K0.22%––
Buckingham Strategic Wealth, LLC8,176$789.0K0.04%––
Weather Gauge Advisory, LLC8,211$793.0K0.94%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.8,237$795.0K0.00%––
Clifford Swan Investment Counsel LLC8,254$797.0K0.03%––
PSI Advisors, LLC8,273$798.0K0.47%––
Heron Financial Group, LLC8,292$798.0K0.48%––
WBH Advisory Inc8,296$801.0K0.13%––