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Livermore
Livermore
ZHEN

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, Q2 2021

Institutional positions in Duke Energy CORP as of Jun 30, 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
1,644
+33 vs. Q1 2021
Shares held
482.2M
+324.1K (+0.1%) vs. Q1 2021
Total value
$47.6B
+$1.09B (+2.3%) vs. Q1 2021
New holders
110
726 more added
Sold out
77
554 more reduced

21 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

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 holdersQ2 2021: 1,644 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 heldQ2 2021: $47.6B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q1 2021.

Institutions holding DUK in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Farmers National Bank33,963$0–+1,350+4.1%Added
Sofos Investments, Inc.1$00.00%+1New
Kelly Financial Services LLC43,841$4440.02%+43,400+9,841.3%Added
RPG Investment Advisory, LLC15$1.00K0.00%−5−25.0%Reduced
KB Financial Partners, LLC15$1.00K0.00%00.0%Unchanged
Laffer Tengler Investments20$1.97K0.00%−576−96.6%Reduced
Cardinal Capital Management, Inc.24$2.00K0.00%+24New
Baldwin Brothers Inc33$3.00K0.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC26$3.00K0.00%00.0%Unchanged
JCIC Asset Management Inc.24$3.00K0.00%00.0%Unchanged
Eubel Brady & Suttman Asset Management Inc33$3.00K0.00%+33New
Parisi Gray Wealth Management34$3.00K0.00%+34New
Lake Point Wealth Management33$3.00K0.00%+33New
True Link Financial Advisors, LLC28$3.00K0.00%+28New
Wealthstreet Investment Advisors, LLC38$4.00K0.02%−16,739−99.8%Reduced
Standard Family Office LLC41$4.00K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.50$5.00K0.00%00.0%Unchanged
Filbrandt Wealth Management, LLC58$6.00K0.00%−25−30.1%Reduced
TD Capital Management LLC61$6.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC65$6.00K0.00%00.0%Unchanged
Ironwood Financial, llc60$6.00K0.00%00.0%Unchanged
Avion Wealth72$7.00K0.00%+5+7.5%Added
Riggs Asset Managment Co. Inc.75$7.00K0.00%+75New
Smith Asset Management Group LP81$8.00K0.00%00.0%Unchanged
Proffitt & Goodson Inc78$8.00K0.00%00.0%Unchanged
Benjamin Edwards Inc84$8.00K0.01%+1+1.2%Added
Truehand, Inc93$9.00K0.01%00.0%Unchanged
Personal Wealth Partners87$9.00K0.00%+87New
Aua Capital Management, LLC100$10.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC97$10.0K0.01%00.0%Unchanged
Raffa Wealth Management, LLC114$11.3K0.00%00.0%Unchanged
Burleson & Company, LLC119$12.0K0.00%+1+0.8%Added
Delta Asset Management LLC126$12.0K0.00%+89+240.5%Added
Bourgeon Capital Management LLC120$12.0K0.00%+120New
Anfield Capital Management, LLC121$12.0K0.00%+121New
Financial Enhancement Group LLC133$13.0K0.00%−304−69.6%Reduced
Lowe Wealth Advisors, LLC133$13.0K0.01%00.0%Unchanged
Macroview Investment Management LLC127$13.0K0.02%+1+0.8%Added
Spectrum Management Group, LLC140$14.0K0.00%00.0%Unchanged
Syverson Strege & Co145$14.0K0.01%+1+0.7%Added
Evolution Wealth Advisors, LLC143$14.0K0.00%00.0%Unchanged
Kepos Capital LP142$14.0K0.00%+142New
Sterling Financial Planning, Inc.147$15.0K0.01%00.0%Unchanged
Orion Capital Management LLC150$15.0K0.01%00.0%Unchanged
Riverview Trust Co164$16.0K0.02%00.0%Unchanged
Retirement Group, LLC161$16.0K0.01%00.0%Unchanged
Financial Perspectives, Inc168$16.6K0.01%−16,049−99.0%Reduced
Hoover Financial Advisors, Inc.173$17.0K0.00%−12−6.5%Reduced
Rocky Mountain Advisers, LLC175$17.0K0.02%00.0%Unchanged
Ten Capital Wealth Advisors, LLC176$17.0K0.00%+95+117.3%Added
Vigilant Capital Management, LLC168$17.0K0.00%+168New
Halpern Financial, Inc.182$18.0K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC185$18.0K0.00%+185New
Brewin Dolphin Wealth Management Ltd185$18.3K0.00%+185New
Focused Wealth Management, Inc193$19.0K0.00%00.0%Unchanged
TSFG, LLC192$19.0K0.01%+134+231.0%Added
Paragon Wealth Strategies, LLC200$20.0K0.01%+200New
Enterprise Trust & Investment Co200$20.0K0.01%+200New
Corbenic Partners LLC213$21.0K0.01%−100−31.9%Reduced
SOA Wealth Advisors, LLC.216$21.0K0.01%−39−15.3%Reduced
Bay Harbor Wealth Management, LLC221$22.0K0.01%−340−60.6%Reduced
GPS Wealth Strategies Group, LLC235$23.0K0.01%00.0%Unchanged
Professional Financial Advisors, LLC231$23.0K0.01%00.0%Unchanged
Pacifica Partners Inc.229$23.0K0.02%00.0%Unchanged
Lipe & Dalton243$24.0K0.01%00.0%Unchanged
Highlander Capital Management, LLC252$25.0K0.01%00.0%Unchanged
MBM Wealth Consultants, LLC249$25.0K0.01%+29+13.2%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP255$25.0K0.00%+255New
Joseph P. Lucia & Associates, LLC266$26.0K0.02%00.0%Unchanged
Sage Private Wealth Group, LLC267$26.0K0.04%00.0%Unchanged
Capital Advisors, Ltd. LLC264$26.0K0.00%00.0%Unchanged
Eukles Asset Management260$26.0K0.01%00.0%Unchanged
Global Trust Asset Management, LLC276$27.0K0.01%00.0%Unchanged
Resolute Partners Group273$27.0K0.00%00.0%Unchanged
Savior LLC282$28.0K0.02%00.0%Unchanged
Global Financial Private Client, LLC300$29.9K0.02%00.0%Unchanged
Edge Wealth Management LLC303$30.0K0.01%+3+1.0%Added
St. Johns Investment Management Company, LLC311$31.0K0.02%00.0%Unchanged
Atlas Private Wealth Advisors315$31.0K0.02%+101+47.2%Added
Advocacy Wealth Management Services, LLC312$31.0K0.01%+312New
Lountzis Asset Management, LLC333$32.0K0.02%00.0%Unchanged
Arlington Partners LLC332$33.0K0.01%00.0%Unchanged
John W. Brooker & Co., CPAs346$34.0K0.02%00.0%Unchanged
Tortoise Investment Management, LLC350$35.0K0.01%00.0%Unchanged
Acima Private Wealth, LLC368$36.0K0.02%00.0%Unchanged
Howe & Rusling Inc368$36.0K0.00%+208+130.0%Added
McIlrath & Eck, LLC399$39.0K0.01%00.0%Unchanged
PrairieView Partners, LLC400$39.0K0.01%00.0%Unchanged
Regency Capital Management Inc.400$39.0K0.03%00.0%Unchanged
Canton Hathaway, LLC397$39.0K0.01%+31+8.5%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA420$41.5K0.05%00.0%Unchanged
Horrell Capital Management, Inc.425$42.0K0.02%−325−43.3%Reduced
Heritage Wealth Management, LLC448$44.0K0.02%−348−43.7%Reduced
Tarbox Family Office, Inc.459$45.0K0.01%−41−8.2%Reduced
Ford Financial Group, LLC500$49.0K0.02%+500New
Tucker Asset Management LLC497$49.1K0.02%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA511$50.0K0.03%00.0%Unchanged
Cascade Investment Advisors, Inc.535$52.8K0.03%00.0%Unchanged
Investment Research & Advisory Group, Inc.550$54.0K0.04%00.0%Unchanged
USA Financial Portformulas Corp547$54.0K0.05%+547New