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 |
|---|---|---|---|---|---|
| Physicians Financial Services, Inc. | 20,833 | $2.06M | 0.84% | −941−4.3% | Reduced |
| Wade G W & Inc | 20,844 | $2.06M | 0.10% | −2,258−9.8% | Reduced |
| Pinnacle Associates Ltd | 20,994 | $2.07M | 0.04% | −1,250−5.6% | Reduced |
| Bank Ozk | 21,015 | $2.07M | 0.92% | −498−2.3% | Reduced |
| Merit Financial Group, LLC | 21,005 | $2.07M | 0.19% | +274+1.3% | Added |
| Symphony Financial, Ltd. Co. | 21,087 | $2.08M | 0.71% | +6,510+44.7% | Added |
| Spire Wealth Management | 21,279 | $2.10M | 0.06% | −6,752−24.1% | Reduced |
| Proequities, Inc. | 21,330 | $2.10M | 0.13% | +817+4.0% | Added |
| Woodard & Co Asset Management Group Inc | 21,380 | $2.11M | 1.26% | +244+1.2% | Added |
| Salem Investment Counselors Inc | 21,585 | $2.13M | 0.12% | −556−2.5% | Reduced |
| IBM Retirement Fund | 21,642 | $2.14M | 0.17% | −3,339−13.4% | Reduced |
| Lee Danner & Bass Inc | 21,638 | $2.14M | 0.19% | −835−3.7% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 21,654 | $2.14M | 1.88% | −1,017−4.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 21,678 | $2.14M | 0.39% | −152−0.7% | Reduced |
| Citizens Financial Group Inc | 21,729 | $2.15M | 0.09% | −336−1.5% | Reduced |
| Strategy Asset Managers LLC | 21,732 | $2.15M | 0.45% | +136+0.6% | Added |
| FinTrust Capital Advisors, LLC | 21,751 | $2.15M | 0.57% | +1,677+8.4% | Added |
| Bank of Hawaii | 21,847 | $2.16M | 0.12% | −2,042−8.5% | Reduced |
| Tdam USA Inc. | 20,564 | $2.16M | 0.13% | +241+1.2% | Added |
| Veritable, L.P. | 21,923 | $2.16M | 0.03% | −493−2.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 21,945 | $2.17M | 0.75% | +321+1.5% | Added |
| Pendal Group Limited | 21,980 | $2.17M | 0.02% | −15,573−41.5% | Reduced |
| TSP Capital Management Group, LLC | – | $2.18M | 0.72% | – | – |
| CCLA Investment Management Ltd | 22,199 | $2.19M | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 22,284 | $2.20M | 0.10% | −6,342−22.2% | Reduced |
| Journey Advisory Group, LLC | 22,454 | $2.22M | 0.71% | −248−1.1% | Reduced |
| Advisor Partners LLC | 22,468 | $2.22M | 0.15% | −152−0.7% | Reduced |
| Sowell Financial Services LLC | 22,485 | $2.22M | 0.15% | −20,307−47.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 22,496 | $2.22M | 0.74% | +636+2.9% | Added |
| American Assets Investment Management, LLC | 22,666 | $2.24M | 0.29% | 00.0% | Unchanged |
| IFG Advisory, LLC | 22,791 | $2.25M | 0.25% | +724+3.3% | Added |
| Ontario Teachers Pension Plan Board | 22,879 | $2.26M | 0.03% | +18,248+394.0% | Added |
| Tokio Marine Asset Management Co Ltd | 22,896 | $2.26M | 0.21% | +29+0.1% | Added |
| Icon Advisers Inc | 22,900 | $2.26M | 0.37% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 22,992 | $2.27M | 0.38% | +478+2.1% | Added |
| National Asset Management, Inc. | 23,032 | $2.27M | 0.07% | −2,049−8.2% | Reduced |
| Mechanics Bank Trust Department | 23,249 | $2.29M | 0.38% | −1,073−4.4% | Reduced |
| Avantax Planning Partners, Inc. | 23,341 | $2.30M | 0.11% | +2,637+12.7% | Added |
| Simmons Bank | 23,411 | $2.31M | 0.17% | −473−2.0% | Reduced |
| Silvercrest Asset Management Group LLC | 23,681 | $2.34M | 0.02% | −111−0.5% | Reduced |
| Pegasus Asset Management, Inc. | 23,722 | $2.34M | 1.09% | +652+2.8% | Added |
| Chemung Canal Trust Co | 23,833 | $2.35M | 0.45% | −20−0.1% | Reduced |
| First Bank & Trust | 23,863 | $2.35M | 1.14% | −188−0.8% | Reduced |
| Cigna Investments Inc | 23,873 | $2.36M | 0.17% | −3,539−12.9% | Reduced |
| Murphy Capital Management Inc | 23,971 | $2.37M | 0.27% | −312−1.3% | Reduced |
| Private Asset Management Inc | 24,023 | $2.37M | 0.32% | −407−1.7% | Reduced |
| Kingsview Wealth Management, LLC | 23,935 | $2.38M | 0.12% | +382+1.6% | Added |
| Carolinas Wealth Consulting LLC | 24,190 | $2.39M | 0.52% | +9,484+64.5% | Added |
| World Asset Management Inc | 24,328 | $2.40M | 0.22% | −228−0.9% | Reduced |
| Vectors Research Management, LLC | 24,391 | $2.41M | 0.61% | +3,125+14.7% | Added |
| HNP Capital LLC | 24,391 | $2.41M | 0.64% | +3,224+15.2% | Added |
| Cetera Advisors LLC | 24,472 | $2.42M | 0.06% | +1,118+4.8% | Added |
| Canandaigua National Corp | 24,481 | $2.42M | 0.39% | −116−0.5% | Reduced |
| Roosevelt Investment Group LLC | 24,617 | $2.43M | 0.15% | +1,367+5.9% | Added |
| Orleans Capital Management Corp | 24,790 | $2.45M | 1.57% | −1,345−5.1% | Reduced |
| Brandywine Global Investment Management, LLC | 24,841 | $2.45M | 0.02% | −2,319−8.5% | Reduced |
| Hanson & Doremus Investment Management | 27,743 | $2.46M | 0.73% | +1,580+6.0% | Added |
| Vestmark Advisory Solutions, Inc. | 24,953 | $2.46M | 0.18% | +1,646+7.1% | Added |
| Kingfisher Capital LLC | 25,058 | $2.47M | 0.63% | +529+2.2% | Added |
| Covington Capital Management | 25,077 | $2.48M | 0.10% | +388+1.6% | Added |
| Jaffetilchin Investment Partners, LLC | 25,185 | $2.49M | 0.17% | +6,528+35.0% | Added |
| Seeyond | 25,212 | $2.49M | 0.23% | −241−0.9% | Reduced |
| Argent Trust Co | 25,226 | $2.49M | 0.16% | −176−0.7% | Reduced |
| Optimal Asset Management, Inc. | 25,278 | $2.50M | 0.30% | +10.0% | Added |
| City Holding Co | 25,557 | $2.52M | 0.44% | −230−0.9% | Reduced |
| Caldwell Trust Co | 25,671 | $2.53M | 0.33% | +684+2.7% | Added |
| Integrated Advisors Network LLC | 25,844 | $2.55M | 0.19% | +997+4.0% | Added |
| Constitution Capital LLC | 25,846 | $2.55M | 1.56% | −174−0.7% | Reduced |
| Wright Investors Service Inc | 25,856 | $2.55M | 0.69% | +1,000+4.0% | Added |
| Triangle Securities Wealth Management | 25,967 | $2.56M | 0.87% | +60.0% | Added |
| Rowland & Co Investment Counsel | 26,141 | $2.58M | 0.63% | +132+0.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 26,226 | $2.59M | 1.45% | −709−2.6% | Reduced |
| Focus Financial Network, Inc. | 26,236 | $2.59M | 0.34% | −151−0.6% | Reduced |
| Eudaimonia Partners, LLC | 26,353 | $2.60M | 0.49% | +1,215+4.8% | Added |
| Greenleaf Trust | 26,425 | $2.61M | 0.03% | +14,841+128.1% | Added |
| First Horizon Corp | 26,715 | $2.64M | 0.24% | +668+2.6% | Added |
| Parallax Volatility Advisers, L.P. | 26,822 | $2.65M | 0.03% | +23,425+689.6% | Added |
| Jupiter Asset Management Ltd | 27,095 | $2.67M | 0.03% | −23,681−46.6% | Reduced |
| Level Four Advisory Services, LLC | 27,218 | $2.69M | 0.19% | −1,199−4.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 27,247 | $2.69M | 0.05% | −228−0.8% | Reduced |
| Peapack Gladstone Financial Corp | 27,244 | $2.69M | 0.06% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 27,358 | $2.70M | 0.01% | +12,697+86.6% | Added |
| Community Financial Services Group, LLC | 27,716 | $2.74M | 0.76% | −447−1.6% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 27,790 | $2.74M | 0.82% | +970+3.6% | Added |
| Old North State Trust, LLC | 27,827 | $2.75M | 2.08% | +4,563+19.6% | Added |
| Cypress Capital Group | 27,861 | $2.75M | 0.37% | −1,899−6.4% | Reduced |
| Coldstream Capital Management Inc | 27,894 | $2.75M | 0.11% | +3,055+12.3% | Added |
| Resources Management Corp | 27,924 | $2.76M | 0.39% | −1,522−5.2% | Reduced |
| Bahl & Gaynor Inc | 28,049 | $2.77M | 0.02% | 00.0% | Unchanged |
| Park National Corp | 28,355 | $2.80M | 0.12% | +509+1.8% | Added |
| Bragg Financial Advisors, Inc | 28,377 | $2.80M | 0.18% | +404+1.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 28,391 | $2.80M | 0.11% | −128−0.4% | Reduced |
| HC Financial Advisors Inc | 28,461 | $2.81M | 1.64% | −1,382−4.6% | Reduced |
| Providence Capital Advisors, LLC | 28,555 | $2.82M | 0.92% | +2,505+9.6% | Added |
| Ziegler Capital Management, LLC | 28,649 | $2.83M | 0.09% | −3,557−11.0% | Reduced |
| Zions Bancorporation, N.A. | 28,694 | $2.83M | 0.28% | +955+3.4% | Added |
| Townsend Asset Management Corp | 28,705 | $2.83M | 1.57% | −65−0.2% | Reduced |
| Home Federal Bank of Tennessee | 29,058 | $2.87M | 1.04% | −1,444−4.7% | Reduced |
| ProVise Management Group, LLC | 29,269 | $2.89M | 0.29% | +1,682+6.1% | Added |
| Montag A & Associates Inc | 29,275 | $2.89M | 0.15% | +170+0.6% | Added |