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 |
|---|---|---|---|---|---|
| Pacer Advisors, Inc. | 51,229 | $5.06M | 0.07% | +9,082+21.5% | Added |
| New Mexico Educational Retirement Board | 51,260 | $5.06M | 0.17% | +4,700+10.1% | Added |
| Jones Road Capital Management, L.P. | 51,550 | $5.09M | 3.29% | +23,850+86.1% | Added |
| GWM Advisors LLC | 52,066 | $5.14M | 0.14% | +6,088+13.2% | Added |
| Marco Investment Management LLC | 52,175 | $5.15M | 0.60% | −70−0.1% | Reduced |
| Highland Capital Management, LLC | 52,279 | $5.16M | 0.31% | −1,257−2.3% | Reduced |
| Bogart Wealth, LLC | 52,414 | $5.17M | 0.57% | +6,920+15.2% | Added |
| Meeder Asset Management Inc | 52,899 | $5.22M | 0.24% | +17,483+49.4% | Added |
| Matrix Asset Advisors Inc | 52,978 | $5.23M | 0.75% | −27,166−33.9% | Reduced |
| CIBC World Markets Corp | 53,408 | $5.27M | 0.04% | −19,868−27.1% | Reduced |
| Eagle Global Advisors LLC | 53,434 | $5.28M | 0.34% | +1,422+2.7% | Added |
| First National Bank of Omaha | 54,914 | $5.30M | 0.28% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 54,291 | $5.36M | 0.09% | −11,657−17.7% | Reduced |
| Yaupon Capital Management LP | 54,600 | $5.39M | 3.12% | +54,600 | New |
| Ally Financial Inc. | 55,000 | $5.43M | 0.54% | 00.0% | Unchanged |
| Viking Fund Management LLC | 55,000 | $5.43M | 1.55% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 55,134 | $5.44M | 0.03% | −1,583−2.8% | Reduced |
| Qube Research & Technologies Ltd | 55,679 | $5.50M | 0.07% | +55,679 | New |
| Dean Investment Associates, LLC | 56,538 | $5.58M | 1.03% | +31+0.1% | Added |
| 6 Meridian | 57,168 | $5.64M | 0.45% | +29,151+104.0% | Added |
| Eliot Finkel Investment Counsel, LLC | 57,489 | $5.67M | 3.65% | −70−0.1% | Reduced |
| Snowden Capital Advisors LLC | 57,667 | $5.69M | 0.29% | +45,923+391.0% | Added |
| Alpha Omega Wealth Management LLC | 57,751 | $5.70M | 0.94% | +325+0.6% | Added |
| Maryland State Retirement & Pension System | 57,797 | $5.77M | 0.19% | +1,492+2.6% | Added |
| Biondo Investment Advisors, LLC | 59,269 | $5.91M | 1.01% | +3,083+5.5% | Added |
| Intact Investment Management Inc. | 59,900 | $5.91M | 0.17% | +13,400+28.8% | Added |
| Camden National Bank | 60,060 | $5.93M | 1.12% | −587−1.0% | Reduced |
| Tiaa, FSB | 61,082 | $6.03M | 0.02% | −1,822−2.9% | Reduced |
| Central Trust Co | 61,173 | $6.04M | 0.22% | −48−0.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 61,505 | $6.07M | 1.16% | −11,453−15.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 61,632 | $6.08M | 0.14% | +1,593+2.7% | Added |
| TD Private Client Wealth LLC | 61,905 | $6.11M | 0.26% | −1,800−2.8% | Reduced |
| Beacon Financial Group | 59,183 | $6.14M | 0.88% | −806−1.3% | Reduced |
| Raymond James Trust N.A. | 62,260 | $6.15M | 0.20% | −7,977−11.4% | Reduced |
| Capital Investment Advisors, LLC | 63,224 | $6.24M | 0.22% | +166+0.3% | Added |
| Oregon Public Employees Retirement Fund | 63,362 | $6.25M | 0.07% | +2,000+3.3% | Added |
| Norinchukin Bank, The | 63,647 | $6.28M | 0.09% | −288−0.5% | Reduced |
| Brookstone Capital Management | 62,123 | $6.31M | 0.11% | +11,440+22.6% | Added |
| ING Groep NV | 63,930 | $6.31M | 0.10% | +12,283+23.8% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 64,423 | $6.36M | 0.09% | +933+1.5% | Added |
| Anchor Investment Management, LLC | 64,553 | $6.37M | 0.88% | +460+0.7% | Added |
| Smith, Salley & Associates | 65,392 | $6.46M | 0.52% | +8,114+14.2% | Added |
| Cornerstone Advisors, LLC | 66,000 | $6.52M | 0.38% | +66,000 | New |
| United Fire Group Inc | 66,056 | $6.52M | 3.32% | 00.0% | Unchanged |
| BCM Advisors, LLC | 62,824 | $6.53M | 1.77% | −372−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 66,186 | $6.53M | 0.13% | −413−0.6% | Reduced |
| Cincinnati Casualty Co | 66,300 | $6.54M | 3.89% | 00.0% | Unchanged |
| Cetera Investment Advisers | 66,863 | $6.60M | 0.11% | +7,231+12.1% | Added |
| Estabrook Capital Management | 67,537 | $6.67M | 1.01% | −330−0.5% | Reduced |
| Nachman Norwood & Parrott, Inc | 67,720 | $6.69M | 0.68% | +122+0.2% | Added |
| Atlantic Union Bankshares Corp | 68,749 | $6.79M | 0.66% | −11,099−13.9% | Reduced |
| Glenmede Trust Co NA | 68,884 | $6.80M | 0.04% | +7,577+12.4% | Added |
| Mercer Global Advisors Inc | 69,388 | $6.85M | 0.05% | +2,472+3.7% | Added |
| MUFG Americas Holdings Corp | 69,755 | $6.89M | 0.13% | +1,111+1.6% | Added |
| Fort Pitt Capital Group, LLC | 70,089 | $6.92M | 0.28% | +2,335+3.4% | Added |
| First Citizens Bank & Trust Co | 70,396 | $6.95M | 0.33% | −3,659−4.9% | Reduced |
| Greystone Financial Group, LLC | 70,693 | $6.98M | 1.74% | +384+0.5% | Added |
| American National Insurance Co | 70,935 | $7.00M | 0.26% | −64−0.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 71,304 | $7.04M | 0.04% | +52,914+287.7% | Added |
| Worldquant Millennium Advisors LLC | 71,352 | $7.04M | 0.16% | +41,034+135.3% | Added |
| Wesbanco Bank Inc | 71,377 | $7.05M | 0.26% | +2,581+3.8% | Added |
| B. Riley Wealth Management, Inc. | 71,681 | $7.08M | 0.78% | −941−1.3% | Reduced |
| Colony Group LLC | 71,689 | $7.08M | 0.14% | +533+0.7% | Added |
| United Capital Financial Advisers, LLC | 71,778 | $7.09M | 0.04% | +6,991+10.8% | Added |
| First PREMIER Bank | 72,117 | $7.12M | 2.05% | −625−0.9% | Reduced |
| Laurel Wealth Advisors LLC | 72,356 | $7.14M | 1.59% | +982+1.4% | Added |
| Symons Capital Management Inc | 72,687 | $7.17M | 4.09% | −3,248−4.3% | Reduced |
| Tufton Capital Management | 73,187 | $7.22M | 1.19% | −2,617−3.5% | Reduced |
| Nissay Asset Management Corp | 76,321 | $7.53M | 0.07% | +7,053+10.2% | Added |
| Patten & Patten Inc | 78,627 | $7.76M | 0.59% | +242+0.3% | Added |
| Energy Income Partners, LLC | 79,749 | $7.87M | 0.19% | −42,163−34.6% | Reduced |
| Keybank National Association | 80,297 | $7.93M | 0.03% | −1,823−2.2% | Reduced |
| Moody National Bank Trust Division | 80,782 | $7.97M | 0.16% | −285−0.4% | Reduced |
| Hartford Investment Management Co | 81,106 | $8.01M | 0.20% | −2,983−3.5% | Reduced |
| Private Advisor Group, LLC | 81,512 | $8.05M | 0.07% | −2,219−2.7% | Reduced |
| ARS Wealth Advisors, LLC | 82,090 | $8.10M | 1.46% | +3,361+4.3% | Added |
| FIL Ltd | 82,785 | $8.17M | 0.01% | −50.0% | Reduced |
| Welch & Forbes LLC | 83,980 | $8.29M | 0.14% | +1,820+2.2% | Added |
| South State Corp. | 84,303 | $8.32M | 0.72% | −1,531−1.8% | Reduced |
| Jones Financial Companies LLLP | 85,331 | $8.42M | 0.01% | −4,233−4.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 86,928 | $8.58M | 0.02% | +8,925+11.4% | Added |
| Securian Asset Management, Inc | 86,966 | $8.59M | 0.17% | +1,456+1.7% | Added |
| Stephens Inc | 88,196 | $8.71M | 0.13% | +3,140+3.7% | Added |
| Lockheed Martin Investment Management Co | 88,440 | $8.73M | 0.46% | −25,270−22.2% | Reduced |
| Eagle Asset Management Inc | 88,864 | $8.77M | 0.04% | +15,669+21.4% | Added |
| KBC Group NV | 89,241 | $8.81M | 0.03% | +10,147+12.8% | Added |
| D.A. Davidson & Co. | 89,405 | $8.83M | 0.10% | −806−0.9% | Reduced |
| Kestra Advisory Services, LLC | 89,742 | $8.86M | 0.10% | −284−0.3% | Reduced |
| Linscomb & Williams, Inc. | 89,828 | $8.87M | 0.45% | +2,988+3.4% | Added |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 90,902 | $8.97M | 2.09% | −105,000−53.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 92,404 | $9.12M | 2.86% | −3,617−3.8% | Reduced |
| Eaton Vance Management | 92,434 | $9.13M | 0.01% | +7,895+9.3% | Added |
| Metropolitan Life Insurance Co | 93,561 | $9.24M | 0.13% | −713−0.8% | Reduced |
| Cullinan Associates Inc | 94,743 | $9.35M | 0.52% | +22,355+30.9% | Added |
| Farmers & Merchants Investments Inc | 94,905 | $9.37M | 0.42% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 95,313 | $9.41M | 0.02% | +13,887+17.1% | Added |
| Oppenheimer & Co Inc | 95,858 | $9.46M | 0.17% | −13,544−12.4% | Reduced |
| IFM Investors Pty Ltd | 96,971 | $9.57M | 0.20% | +19,810+25.7% | Added |
| Arbor Wealth Management, LLC | 97,076 | $9.58M | 2.36% | +4,962+5.4% | Added |
| Allianz Asset Management GmbH | 97,689 | $9.64M | 0.01% | −16,325−14.3% | Reduced |