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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Plimoth Trust Co LLC | 29,408 | $2.90M | 0.81% | −2,793−8.7% | Reduced |
| Kestra Private Wealth Services, LLC | 29,627 | $2.92M | 0.18% | +1,285+4.5% | Added |
| Citizens Business Bank | 29,670 | $2.93M | 0.39% | −887−2.9% | Reduced |
| Everence Capital Management Inc | 29,704 | $2.93M | 0.24% | +11,000+58.8% | Added |
| Evercore Wealth Management, LLC | 29,714 | $2.93M | 0.05% | −2,634−8.1% | Reduced |
| Agf Investments Inc. | 29,915 | $2.95M | 0.02% | −883−2.9% | Reduced |
| Regal Investment Advisors LLC | 29,998 | $2.96M | 0.30% | +29,998 | New |
| Banque Pictet & Cie SA | 30,000 | $2.96M | 0.03% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 30,130 | $2.97M | 0.40% | −50−0.2% | Reduced |
| Summit Global Investments | 30,215 | $2.98M | 0.18% | −10,253−25.3% | Reduced |
| Prospera Financial Services Inc | 30,266 | $2.99M | 0.15% | +1,640+5.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 30,275 | $2.99M | 0.03% | +2,500+9.0% | Added |
| Covington Investment Advisors Inc. | 30,507 | $3.01M | 0.66% | +150+0.5% | Added |
| Lynch & Associates | 31,933 | $3.15M | 0.81% | −138−0.4% | Reduced |
| NewSquare Capital LLC | 32,495 | $3.21M | 0.38% | +1,535+5.0% | Added |
| Profund Advisors LLC | 33,193 | $3.28M | 0.11% | −1,652−4.7% | Reduced |
| Stratos Wealth Partners, LTD. | 33,286 | $3.29M | 0.08% | −945−2.8% | Reduced |
| Jackson Wealth Management, LLC | 33,670 | $3.32M | 0.42% | +210+0.6% | Added |
| Te Ahumairangi Investment Management Ltd | 33,704 | $3.33M | 0.43% | −9,100−21.3% | Reduced |
| Avantax Advisory Services, Inc. | 33,992 | $3.35M | 0.06% | +2,070+6.5% | Added |
| Park Avenue Securities LLC | 34,054 | $3.36M | 0.07% | +1,833+5.7% | Added |
| Homrich & Berg | 34,308 | $3.39M | 0.08% | +3,402+11.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 34,932 | $3.45M | 0.06% | +85+0.2% | Added |
| Rockefeller Capital Management L.P. | 34,941 | $3.45M | 0.02% | +15,532+80.0% | Added |
| BLB&B Advisors, LLC | 35,051 | $3.46M | 0.25% | −708−2.0% | Reduced |
| Johnson Investment Counsel Inc | 35,300 | $3.48M | 0.05% | −781−2.2% | Reduced |
| Sky Investment Group LLC | 36,232 | $3.58M | 0.81% | −470−1.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 36,772 | $3.63M | 0.16% | +15,552+73.3% | Added |
| Close Asset Management Ltd | 36,843 | $3.64M | 0.17% | −566−1.5% | Reduced |
| Whitener Capital Management, Inc. | 37,365 | $3.69M | 1.47% | +1,057+2.9% | Added |
| Iowa State Bank | 37,406 | $3.69M | 1.04% | −167−0.4% | Reduced |
| Benedict Financial Advisors Inc | 37,482 | $3.70M | 1.03% | +844+2.3% | Added |
| Azimuth Capital Management LLC | 37,633 | $3.71M | 0.16% | −6,425−14.6% | Reduced |
| Alerus Financial NA | 37,670 | $3.72M | 0.38% | −4,172−10.0% | Reduced |
| Boston Research & Management Inc | 37,894 | $3.74M | 1.13% | +1,020+2.8% | Added |
| Advisors Management Group Inc | 38,054 | $3.76M | 1.12% | −109−0.3% | Reduced |
| Fulton Bank, N.A. | 38,655 | $3.82M | 0.18% | −543−1.4% | Reduced |
| Advisors Asset Management, Inc. | 38,679 | $3.82M | 0.06% | −5,782−13.0% | Reduced |
| Nisa Investment Advisors, LLC | 39,318 | $3.88M | 0.02% | +1,857+5.0% | Added |
| QS Investors, LLC | 39,412 | $3.89M | 0.05% | −4,958−11.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 39,839 | $3.93M | 0.68% | −575−1.4% | Reduced |
| Gotham Asset Management, LLC | 40,075 | $3.96M | 0.17% | +3,571+9.8% | Added |
| Gilman Hill Asset Management, LLC | 40,290 | $3.98M | 1.02% | −1,142−2.8% | Reduced |
| Nordea Investment Management AB | 40,305 | $3.98M | 0.01% | −1,711−4.1% | Reduced |
| Cubist Systematic Strategies, LLC | 40,331 | $3.98M | 0.04% | +24,318+151.9% | Added |
| Rothschild Investment Corp | 40,609 | $4.01M | 0.32% | +261+0.6% | Added |
| Windward Capital Management Co | 40,655 | $4.01M | 0.37% | +275+0.7% | Added |
| Teza Capital Management LLC | 40,963 | $4.04M | 0.66% | +20,208+97.4% | Added |
| Birmingham Capital Management Co Inc | 41,105 | $4.06M | 1.49% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 41,105 | $4.06M | 0.03% | +3,134+8.3% | Added |
| Royal Fund Management, LLC | 41,479 | $4.09M | 0.68% | −100−0.2% | Reduced |
| Millennium Management LLC | 41,655 | $4.11M | 0.01% | −355,746−89.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 41,812 | $4.13M | 0.17% | +1,409+3.5% | Added |
| Crossmark Global Holdings, Inc. | 41,853 | $4.13M | 0.10% | −82,307−66.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,754 | $4.13M | 0.07% | +39,754 | New |
| Commerzbank Aktiengesellschaft | 42,011 | $4.15M | 0.26% | +22,861+119.4% | Added |
| Chicago Partners Investment Group LLC | 39,836 | $4.17M | 0.31% | +245+0.6% | Added |
| Family Legacy, Inc. | 40,505 | $4.17M | 1.86% | +134+0.3% | Added |
| Capital Investment Advisory Services, LLC | 42,373 | $4.18M | 0.53% | −4,575−9.7% | Reduced |
| Xponance, Inc. | 42,457 | $4.19M | 0.08% | +9,660+29.5% | Added |
| Brown Advisory Inc | 42,548 | $4.20M | 0.01% | −316−0.7% | Reduced |
| CIBC Private Wealth Group, LLC | 42,824 | $4.23M | 0.01% | −1,909−4.3% | Reduced |
| Schnieders Capital Management LLC | 43,032 | $4.25M | 1.16% | +100+0.2% | Added |
| Armor Investment Advisors, LLC | 43,060 | $4.25M | 2.57% | +646+1.5% | Added |
| Geneos Wealth Management Inc. | 42,764 | $4.25M | 0.17% | −42,139−49.6% | Reduced |
| New England Asset Management Inc | 43,390 | $4.28M | 0.08% | +1,500+3.6% | Added |
| Holderness Investments Co | 43,594 | $4.30M | 1.42% | +130.0% | Added |
| Siemens Fonds Invest GmbH | 43,625 | $4.31M | 0.51% | +1,898+4.5% | Added |
| Wasatch Advisors Inc | 43,752 | $4.32M | 0.02% | −2,000−4.4% | Reduced |
| Advisory Services Network, LLC | 43,935 | $4.34M | 0.14% | −2,126−4.6% | Reduced |
| Two Sigma Advisers, LP | 44,001 | $4.34M | 0.01% | −654,300−93.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 44,338 | $4.38M | 0.40% | −236−0.5% | Reduced |
| Kentucky Retirement Systems | 44,793 | $4.42M | 0.21% | −1,024−2.2% | Reduced |
| Guardian Capital LP | 45,216 | $4.46M | 0.09% | +3,400+8.1% | Added |
| Leavell Investment Management, Inc. | 46,254 | $4.46M | 0.36% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,952 | $4.53M | 0.08% | +4,374+10.5% | Added |
| Moors & Cabot, Inc. | 46,241 | $4.57M | 0.32% | +2,702+6.2% | Added |
| Walled Lake Planning & Wealth Management, LLC | 46,426 | $4.58M | 2.98% | +337+0.7% | Added |
| Trexquant Investment LP | 46,449 | $4.58M | 0.39% | +46,449 | New |
| Atria Investments LLC | 46,522 | $4.59M | 0.09% | +8,971+23.9% | Added |
| Semmax Financial Advisors Inc. | 46,812 | $4.62M | 1.48% | −353−0.7% | Reduced |
| ARGI Investment Services, LLC | 47,034 | $4.64M | 0.15% | +33,313+242.8% | Added |
| Bell Bank | 47,082 | $4.65M | 0.61% | +3,162+7.2% | Added |
| Opus Investment Management Inc | 47,200 | $4.66M | 0.70% | 00.0% | Unchanged |
| Sigma Planning Corp | 47,219 | $4.66M | 0.14% | +3,811+8.8% | Added |
| Founders Financial Alliance, LLC | 47,584 | $4.69M | 2.13% | −92−0.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 47,859 | $4.72M | 0.06% | +16,140+50.9% | Added |
| Insight Folios Inc | 47,954 | $4.73M | 2.78% | +1,006+2.1% | Added |
| Louisiana State Employees Retirement System | 48,000 | $4.74M | 0.12% | +400+0.8% | Added |
| CIBC World Markets Inc. | 48,058 | $4.74M | 0.01% | +52+0.1% | Added |
| Principal Street Partners, LLC | 48,376 | $4.78M | 1.26% | −85,080−63.8% | Reduced |
| Harbour Investments, Inc. | 48,620 | $4.80M | 0.15% | +382+0.8% | Added |
| Wealthfront Advisers LLC | 48,824 | $4.82M | 0.02% | +15,072+44.7% | Added |
| Illinois Municipal Retirement Fund | 48,869 | $4.82M | 0.20% | −32,087−39.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 48,930 | $4.83M | 0.23% | +650+1.3% | Added |
| Aull & Monroe Investment Management Corp | 49,205 | $4.86M | 2.31% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 49,252 | $4.86M | 0.01% | −907,601−94.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 49,483 | $4.88M | 0.49% | +49,483 | New |
| Fayez Sarofim & Co | 49,819 | $4.92M | 0.02% | +15,709+46.1% | Added |
| Regions Financial Corp | 50,606 | $5.00M | 0.04% | −5,226−9.4% | Reduced |