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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $48.7B |
| Q3 2023 | 1,779 | $43.9B |
| Q2 2023 | 1,798 | $44.1B |
| Q1 2023 | 1,807 | $47.3B |
| Q4 2022 | 1,822 | $50.9B |
| Q3 2022 | 1,747 | $45.4B |
| Q2 2022 | 1,798 | $52.3B |
| Q1 2022 | 1,834 | $53.7B |
| Q4 2021 | 1,781 | $50.4B |
| Q3 2021 | 1,630 | $46.6B |
| Q2 2021 | 1,644 | $47.6B |
| Q1 2021 | 1,632 | $46.6B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 10,560 | $1.04M | 0.14% | +230+2.2% | Added |
| Arbor Investment Advisors, LLC | 10,598 | $1.05M | 0.22% | +7+0.1% | Added |
| Optimum Investment Advisors | 10,607 | $1.05M | 0.33% | +9+0.1% | Added |
| Oakworth Capital, Inc. | 10,628 | $1.05M | 0.10% | +250+2.4% | Added |
| Gables Capital Management Inc. | 10,802 | $1.07M | 0.73% | −4,725−30.4% | Reduced |
| Jeppson Wealth Management, LLC | 10,803 | $1.07M | 0.58% | −100−0.9% | Reduced |
| Veriti Management LLC | 10,849 | $1.07M | 0.16% | +2,916+36.8% | Added |
| TCW Group Inc | 10,864 | $1.07M | 0.01% | −2,616−19.4% | Reduced |
| Boenning & Scattergood, Inc. | 10,909 | $1.08M | 0.19% | +15+0.1% | Added |
| Allred Capital Management, LLC | 10,944 | $1.08M | 0.53% | −54−0.5% | Reduced |
| American National Registered Investment Advisor, Inc. | 10,952 | $1.08M | 0.39% | −195−1.7% | Reduced |
| Capital Investment Counsel, Inc | 10,952 | $1.08M | 0.24% | +2,374+27.7% | Added |
| Quantbot Technologies LP | 10,980 | $1.08M | 0.09% | +10,980 | New |
| Orion Portfolio Solutions, LLC | 11,008 | $1.09M | 0.04% | +654+6.3% | Added |
| Trustmark National Bank Trust Department | 11,034 | $1.09M | 0.09% | +904+8.9% | Added |
| Atlas Brown,Inc. | 11,074 | $1.09M | 0.47% | +122+1.1% | Added |
| NorthCoast Asset Management LLC | 11,092 | $1.10M | 0.04% | +526+5.0% | Added |
| Verdence Capital Advisors LLC | 11,133 | $1.10M | 0.15% | +347+3.2% | Added |
| Earnest Partners LLC | 11,170 | $1.10M | 0.01% | −585−5.0% | Reduced |
| Greytown Advisors Inc. | 11,170 | $1.10M | 0.53% | +812+7.8% | Added |
| Marble Harbor Investment Counsel, LLC | 11,193 | $1.10M | 0.14% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 11,199 | $1.11M | 0.06% | +374+3.5% | Added |
| DuPont Capital Management Corp | 11,282 | $1.11M | 0.03% | −1,176−9.4% | Reduced |
| Meridian Financial Partners LLC | 10,745 | $1.11M | 0.76% | +299+2.9% | Added |
| Mountain Capital Investment Advisors, Inc | 11,300 | $1.14M | 0.52% | −1,512−11.8% | Reduced |
| United Bank | 11,508 | $1.14M | 0.15% | −687−5.6% | Reduced |
| Rollins Financial | 11,505 | $1.14M | 0.41% | +3,032+35.8% | Added |
| Resource Management, LLC | 11,515 | $1.14M | 0.13% | +350+3.1% | Added |
| Ballast, Inc. | 11,540 | $1.14M | 0.48% | +1,237+12.0% | Added |
| Frontier Wealth Management LLC | 11,548 | $1.14M | 0.08% | +1,124+10.8% | Added |
| Exencial Wealth Advisors, LLC | 11,562 | $1.14M | 0.06% | +2,561+28.5% | Added |
| Advisory Alpha, LLC | 11,573 | $1.14M | 0.09% | +8,192+242.3% | Added |
| Ameritas Investment Company, LLC | 7,251 | $1.14M | 0.06% | −3,631−33.4% | Reduced |
| Haverford Trust Co | 11,754 | $1.16M | 0.01% | +366+3.2% | Added |
| Sawyer & Company, Inc | 11,790 | $1.16M | 0.54% | −45−0.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 11,810 | $1.17M | 0.79% | −10−0.1% | Reduced |
| GSB Wealth Management, LLC | 11,859 | $1.17M | 0.36% | 00.0% | Unchanged |
| Shell Asset Management Co | 11,883 | $1.17M | 0.02% | −2,642−18.2% | Reduced |
| Donaldson Capital Management, LLC | 11,899 | $1.18M | 0.06% | −1,044−8.1% | Reduced |
| Washington Trust Co | 11,932 | $1.18M | 0.03% | +137+1.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,974 | $1.18M | 0.30% | +2,798+30.5% | Added |
| Savant Capital, LLC | 12,060 | $1.19M | 0.05% | +228+1.9% | Added |
| Ameritas Investment Partners, Inc. | 12,094 | $1.19M | 0.04% | −576−4.5% | Reduced |
| MTM Investment Management, LLC | 12,126 | $1.20M | 0.63% | −153−1.2% | Reduced |
| Massmutual Trust Co FSB | 12,194 | $1.20M | 0.05% | +904+8.0% | Added |
| Voya Financial Advisors, Inc. | 12,282 | $1.21M | 0.16% | −79,049−86.6% | Reduced |
| Global Retirement Partners, LLC | 12,241 | $1.21M | 0.12% | +333+2.8% | Added |
| Gofen & Glossberg LLC | 12,243 | $1.21M | 0.03% | −237−1.9% | Reduced |
| Paradigm Financial Partners, LLC | 12,261 | $1.21M | 0.30% | −2,225−15.4% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 12,345 | $1.22M | 0.33% | −931−7.0% | Reduced |
| Essex Financial Services, Inc. | 12,645 | $1.22M | 0.18% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 12,372 | $1.22M | 0.08% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 12,412 | $1.23M | 0.06% | +215+1.8% | Added |
| Marshall Wace, LLP | 12,424 | $1.23M | 0.01% | −45,303−78.5% | Reduced |
| Motco | 12,416 | $1.23M | 0.08% | −41,235−76.9% | Reduced |
| Rodgers Brothers Inc. | 12,483 | $1.23M | 0.24% | +350+2.9% | Added |
| TownSquare Capital, LLC | 12,349 | $1.23M | 0.04% | +2,623+27.0% | Added |
| RSM US Wealth Management LLC | 12,512 | $1.24M | 0.07% | +28+0.2% | Added |
| Wolff Wiese Magana LLC | 12,510 | $1.24M | 0.88% | +194+1.6% | Added |
| Williams Jones Wealth Management, LLC. | 12,531 | $1.24M | 0.02% | +798+6.8% | Added |
| Red Door Wealth Management, LLC | 12,600 | $1.24M | 0.48% | +2,315+22.5% | Added |
| Independence Bank of Kentucky | 12,603 | $1.24M | 0.55% | +1,317+11.7% | Added |
| Procyon Private Wealth Partners, LLC | 12,624 | $1.25M | 0.34% | +7,286+136.5% | Added |
| Csenge Advisory Group | 12,585 | $1.25M | 0.11% | +5,822+86.1% | Added |
| Belpointe Asset Management LLC | 12,772 | $1.26M | 0.09% | +1,118+9.6% | Added |
| Caisse de Depot Et Placement du Quebec | 12,800 | $1.26M | 0.00% | −83,208−86.7% | Reduced |
| IHT Wealth Management, LLC | 12,927 | $1.28M | 0.08% | −284−2.1% | Reduced |
| Forte Capital LLC | 12,938 | $1.28M | 0.17% | +258+2.0% | Added |
| Greenwood Capital Associates LLC | 13,009 | $1.28M | 0.19% | +2,148+19.8% | Added |
| Peoples Financial Services Corp. | 13,051 | $1.29M | 0.54% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,273 | $1.31M | 0.00% | +5,036+61.1% | Added |
| Grove Bank & Trust | 13,327 | $1.32M | 0.28% | +322+2.5% | Added |
| First Horizon Advisors, Inc. | 13,378 | $1.32M | 0.07% | +205+1.6% | Added |
| Mutual Advisors, LLC | 13,581 | $1.34M | 0.08% | −959−6.6% | Reduced |
| Welch Group, LLC | 13,777 | $1.36M | 0.09% | +89+0.7% | Added |
| Nomura Holdings Inc | 13,859 | $1.37M | 0.01% | +13,859 | New |
| Hartford Financial Management Inc. | 13,898 | $1.37M | 0.34% | −17−0.1% | Reduced |
| Fundamentun, LLC | 13,919 | $1.37M | 0.38% | +723+5.5% | Added |
| We Are One Seven, LLC | 13,927 | $1.38M | 0.19% | +2,840+25.6% | Added |
| Signaturefd, LLC | 13,981 | $1.38M | 0.06% | −1,006−6.7% | Reduced |
| Regentatlantic Capital LLC | 14,015 | $1.38M | 0.04% | +862+6.6% | Added |
| M Holdings Securities, Inc. | 14,047 | $1.39M | 0.14% | −674−4.6% | Reduced |
| AMG National Trust Bank | 14,109 | $1.39M | 0.04% | −4,237−23.1% | Reduced |
| Ashfield Capital Partners, LLC | 14,130 | $1.40M | 0.10% | −41−0.3% | Reduced |
| Patton Albertson Miller Group, LLC | 14,142 | $1.40M | 0.32% | −1,601−10.2% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 14,141 | $1.40M | 0.35% | +598+4.4% | Added |
| Brooks, Moore & Associates, Inc. | 14,147 | $1.40M | 0.89% | −604−4.1% | Reduced |
| Tower Bridge Advisors | 14,176 | $1.40M | 0.09% | −756−5.1% | Reduced |
| Heritage Trust Co | 14,204 | $1.40M | 0.20% | −1,263−8.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 14,229 | $1.40M | 0.05% | −64−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 14,226 | $1.40M | 0.11% | +354+2.6% | Added |
| Alley Co LLC | 14,234 | $1.41M | 0.26% | +71+0.5% | Added |
| Private Trust Co NA | 14,327 | $1.41M | 0.21% | +324+2.3% | Added |
| Parcion Private Wealth LLC | 14,363 | $1.42M | 0.14% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 14,518 | $1.43M | 0.03% | +6,342+77.6% | Added |
| HighPoint Advisor Group LLC | 14,555 | $1.44M | 0.14% | +1,048+7.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 14,599 | $1.44M | 0.17% | −168−1.1% | Reduced |
| Bull Street Advisors, LLC | 14,658 | $1.45M | 0.77% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 14,663 | $1.45M | 0.13% | +150+1.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,714 | $1.45M | 0.08% | +473+3.3% | Added |