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 |
|---|---|---|---|---|---|
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.45M | 0.19% | 00.0% | Unchanged |
| First National Trust Co | 14,824 | $1.46M | 0.09% | +1,143+8.4% | Added |
| Clearbridge Investments, LLC | 14,870 | $1.47M | 0.00% | −89−0.6% | Reduced |
| Hall Capital Management Co Inc | 15,045 | $1.49M | 0.96% | +15,045 | New |
| Aviance Capital Partners, LLC | 15,095 | $1.49M | 0.26% | 00.0% | Unchanged |
| United Bank | 15,160 | $1.50M | 1.01% | −715−4.5% | Reduced |
| Schmidt P J Investment Management Inc | 14,330 | $1.50M | 0.30% | +612+4.5% | Added |
| Nepsis, Inc. | 15,181 | $1.50M | 0.47% | −130−0.8% | Reduced |
| Segall Bryant & Hamill, LLC | 15,201 | $1.50M | 0.01% | −200−1.3% | Reduced |
| First Dallas Securities Inc. | 15,266 | $1.51M | 0.99% | −150−1.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 15,279 | $1.51M | 0.20% | −188−1.2% | Reduced |
| Fiduciary Trust Co | 15,291 | $1.51M | 0.03% | +3,301+27.5% | Added |
| Balasa Dinverno & Foltz LLC | 15,306 | $1.51M | 0.11% | +7,936+107.7% | Added |
| Franklin Street Advisors Inc | 15,324 | $1.51M | 0.13% | −692−4.3% | Reduced |
| Guardian Investment Management | 15,475 | $1.53M | 1.04% | −4,450−22.3% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 15,467 | $1.53M | 0.32% | −253−1.6% | Reduced |
| Beacon Pointe Advisors, LLC | 15,463 | $1.53M | 0.05% | +10,334+201.5% | Added |
| Greenline Partners, LLC | 15,488 | $1.53M | 0.31% | +1,368+9.7% | Added |
| Sumitomo Life Insurance Co | 15,503 | $1.53M | 0.05% | −2,650−14.6% | Reduced |
| Certified Advisory Corp | 15,515 | $1.53M | 0.39% | +2,956+23.5% | Added |
| WealthShield Partners, LLC | 15,608 | $1.54M | 0.24% | −3,567−18.6% | Reduced |
| WealthTrust Axiom LLC | 15,697 | $1.55M | 0.50% | −400−2.5% | Reduced |
| Ingalls & Snyder LLC | 15,737 | $1.55M | 0.07% | −350−2.2% | Reduced |
| Spirit of America Management Corp | 15,750 | $1.56M | 0.33% | +950+6.4% | Added |
| Trust Co of Vermont | 15,820 | $1.56M | 0.11% | +177+1.1% | Added |
| Neville Rodie & Shaw Inc | 15,819 | $1.56M | 0.12% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 16,005 | $1.58M | 0.19% | +1,242+8.4% | Added |
| Community Bank & Trust, Waco, Texas | 16,053 | $1.58M | 0.52% | +929+6.1% | Added |
| Smith, Moore & Co. | 16,169 | $1.60M | 0.24% | −1,424−8.1% | Reduced |
| Los Angeles Capital Management LLC | 16,196 | $1.60M | 0.01% | −1,054−6.1% | Reduced |
| Brown Brothers Harriman & Co | 16,221 | $1.60M | 0.01% | −680−4.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 16,221 | $1.60M | 0.34% | +253+1.6% | Added |
| Palladium Partners LLC | 16,266 | $1.61M | 0.08% | +186+1.2% | Added |
| Moloney Securities Asset Management, LLC | 16,401 | $1.62M | 0.29% | +639+4.1% | Added |
| SWS Partners | 16,452 | $1.62M | 1.06% | −766−4.4% | Reduced |
| Financial Architects, Inc | 16,463 | $1.63M | 0.23% | −64−0.4% | Reduced |
| Green Square Capital Advisors LLC | 16,460 | $1.63M | 0.45% | +1,901+13.1% | Added |
| American Portfolios Advisors | 16,777 | $1.66M | 0.06% | +454+2.8% | Added |
| Cornerstone Wealth Group, LLC | 15,968 | $1.66M | 0.34% | +82+0.5% | Added |
| Comerica Securities,inc. | 16,860 | $1.66M | 0.13% | +140+0.8% | Added |
| Premier Fund Managers Ltd | 17,000 | $1.67M | 0.06% | −1,000−5.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 16,901 | $1.67M | 0.16% | +533+3.3% | Added |
| J.W. Cole Advisors, Inc. | 16,929 | $1.67M | 0.13% | +1,697+11.1% | Added |
| King Luther Capital Management Corp | 16,926 | $1.67M | 0.01% | +10,198+151.6% | Added |
| Lakeview Capital Partners, LLC | 17,039 | $1.68M | 0.74% | +540+3.3% | Added |
| Stock Yards Bank & Trust Co | 17,100 | $1.69M | 0.11% | −11−0.1% | Reduced |
| Buckhead Capital Management LLC | 17,121 | $1.69M | 0.38% | +154+0.9% | Added |
| Rafferty Asset Management, LLC | 17,172 | $1.70M | 0.01% | +2,223+14.9% | Added |
| BP PLC | 17,200 | $1.70M | 0.07% | −6,364−27.0% | Reduced |
| Good Life Advisors, LLC | 17,510 | $1.73M | 0.33% | +1,826+11.6% | Added |
| Evermay Wealth Management LLC | 17,582 | $1.74M | 0.32% | −75−0.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,622 | $1.74M | 0.76% | +530+3.1% | Added |
| Columbia Asset Management | 17,638 | $1.74M | 0.39% | −4,936−21.9% | Reduced |
| SG3 Management, LLC | 17,650 | $1.74M | 0.74% | +15,650+782.5% | Added |
| FourThought Financial, LLC | 17,667 | $1.74M | 0.23% | +464+2.7% | Added |
| Shelton Capital Management | 17,681 | $1.75M | 0.07% | +10.0% | Added |
| First City Capital Management, Inc. | 16,527 | $1.75M | 0.96% | −15−0.1% | Reduced |
| Soltis Investment Advisors LLC | 17,827 | $1.76M | 0.28% | +2,512+16.4% | Added |
| Jane Street Group, LLC | 17,964 | $1.77M | 0.00% | +355+2.0% | Added |
| Ipswich Investment Management Co., Inc. | 18,002 | $1.78M | 0.45% | 00.0% | Unchanged |
| First Manhattan Co | 18,116 | $1.79M | 0.01% | +237+1.3% | Added |
| Shoker Investment Counsel, Inc. | 18,149 | $1.79M | 0.89% | +360+2.0% | Added |
| Bradley Foster & Sargent Inc | 18,262 | $1.80M | 0.04% | −76−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 18,370 | $1.81M | 0.41% | −889−4.6% | Reduced |
| Seven Springs Wealth Group, LLC | 18,568 | $1.83M | 0.79% | +2,153+13.1% | Added |
| Quinn Opportunity Partners LLC | 18,594 | $1.84M | 0.11% | −6,500−25.9% | Reduced |
| Aspire Private Capital, LLC | 18,656 | $1.84M | 0.59% | −1,061−5.4% | Reduced |
| Old Dominion Capital Management Inc | 18,776 | $1.85M | 0.40% | +435+2.4% | Added |
| Parsec Financial Management, Inc. | 18,851 | $1.86M | 0.09% | −1,195−6.0% | Reduced |
| FDx Advisors, Inc. | 18,918 | $1.87M | 0.06% | −1,309−6.5% | Reduced |
| Lido Advisors, LLC | 18,919 | $1.87M | 0.05% | +4,615+32.3% | Added |
| Community Bank of Raymore | 19,001 | $1.88M | 0.60% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 19,115 | $1.89M | 0.77% | −255−1.3% | Reduced |
| Successful Portfolios LLC | 19,182 | $1.89M | 1.15% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 19,195 | $1.90M | 0.08% | −135−0.7% | Reduced |
| Naples Global Advisors, LLC | 19,245 | $1.90M | 0.26% | +30.0% | Added |
| BerganKDV Wealth Management, LLC | 19,267 | $1.90M | 0.23% | +258+1.4% | Added |
| Acadian Asset Management LLC | 19,287 | $1.90M | 0.01% | −5,092−20.9% | Reduced |
| IFP Advisors, Inc | 19,295 | $1.90M | 0.04% | +1,178+6.5% | Added |
| NTV Asset Management LLC | 19,326 | $1.91M | 0.34% | +600+3.2% | Added |
| Taylor Hoffman Wealth Management | 19,422 | $1.92M | 0.83% | −2,188−10.1% | Reduced |
| Lincoln National Corp | 19,436 | $1.92M | 0.04% | +68+0.4% | Added |
| Altavista Wealth Management, Inc. | 19,503 | $1.93M | 0.42% | +2,500+14.7% | Added |
| KMG Fiduciary Partners, LLC | 19,515 | $1.93M | 0.34% | +890+4.8% | Added |
| London Co of Virginia | 19,551 | $1.93M | 0.01% | +218+1.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 19,665 | $1.94M | 0.31% | +10.0% | Added |
| Excalibur Management Corp | 19,773 | $1.95M | 0.88% | −418−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 19,783 | $1.95M | 0.05% | −77,986−79.8% | Reduced |
| Wedbush Securities Inc | 19,779 | $1.95M | 0.09% | −40−0.2% | Reduced |
| Bailard, Inc. | 20,010 | $1.98M | 0.07% | +1,984+11.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 20,021 | $1.98M | 0.21% | −883−4.2% | Reduced |
| Valeo Financial Advisors, LLC | 20,013 | $1.98M | 0.12% | −109−0.5% | Reduced |
| Shepherd Financial Partners LLC | 20,019 | $1.98M | 0.38% | +279+1.4% | Added |
| MD Financial Management Inc. | 20,198 | $1.99M | 0.06% | +20,198 | New |
| Live Oak Private Wealth LLC | 20,238 | $2.00M | 0.44% | +17,417+617.4% | Added |
| Boston Private Wealth LLC | 20,418 | $2.02M | 0.03% | −119−0.6% | Reduced |
| Miller Howard Investments Inc | 20,448 | $2.02M | 0.08% | +188+0.9% | Added |
| Norway Savings Bank | 20,477 | $2.02M | 0.98% | +384+1.9% | Added |
| Principle Wealth Partners LLC | 20,682 | $2.04M | 0.23% | −535−2.5% | Reduced |
| Inscription Capital, LLC | 20,682 | $2.04M | 0.23% | +20,682 | New |