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 |
|---|---|---|---|---|---|
| SageGuard Financial Group, LLC | 97,765 | $9.65M | 4.38% | −24,892−20.3% | Reduced |
| AE Wealth Management LLC | 98,866 | $9.76M | 0.09% | +13,183+15.4% | Added |
| FineMark National Bank & Trust | 99,323 | $9.80M | 0.40% | −1,458−1.4% | Reduced |
| Claar Advisors LLC | 99,500 | $9.82M | 2.93% | −20,500−17.1% | Reduced |
| Caption Management, LLC | 100,000 | $9.87M | 0.89% | +100,000 | New |
| Mutual of America Capital Management LLC | 100,400 | $9.91M | 0.10% | +971+1.0% | Added |
| Brinker Capital Investments, LLC | 101,991 | $10.1M | 0.13% | +20,952+25.9% | Added |
| Randolph Co Inc | 103,892 | $10.3M | 1.33% | 00.0% | Unchanged |
| Gratus Capital LLC | 104,306 | $10.3M | 1.14% | +9,324+9.8% | Added |
| Exchange Traded Concepts, LLC | 105,546 | $10.4M | 0.33% | +54,509+106.8% | Added |
| Boyer & Corporon Wealth Management, LLC | 105,578 | $10.4M | 3.08% | +723+0.7% | Added |
| Virginia Retirement Systems Et Al | 108,000 | $10.7M | 0.10% | −400−0.4% | Reduced |
| South Dakota Investment Council | 108,601 | $10.7M | 0.19% | −19,990−15.5% | Reduced |
| Blair William & Co | 108,639 | $10.7M | 0.04% | −10,765−9.0% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 108,881 | $10.7M | 0.79% | +108,881 | New |
| ProShare Advisors LLC | 112,811 | $11.1M | 0.03% | +9,119+8.8% | Added |
| Redpoint Investment Management Pty Ltd | 115,854 | $11.4M | 0.93% | −26,468−18.6% | Reduced |
| Woodmont Investment Counsel LLC | 116,406 | $11.5M | 1.81% | −709−0.6% | Reduced |
| Pinnacle Financial Partners Inc | 116,533 | $11.5M | 0.47% | +2,388+2.1% | Added |
| Pinnacle Wealth Advisors | 116,533 | $11.5M | 0.47% | +116,533 | New |
| Maryland Capital Management | 116,750 | $11.5M | 0.70% | +2,362+2.1% | Added |
| MML Investors Services, LLC | 118,110 | $11.7M | 0.10% | +6,454+5.8% | Added |
| Public Sector Pension Investment Board | 120,583 | $11.9M | 0.08% | −56,110−31.8% | Reduced |
| Mackay Shields LLC | 120,726 | $11.9M | 0.11% | −16,495−12.0% | Reduced |
| Hudson Bay Capital Management LP | 121,000 | $11.9M | 0.15% | +121,000 | New |
| Cetera Advisor Networks LLC | 121,855 | $12.0M | 0.17% | +72,833+148.6% | Added |
| Fukoku Mutual Life Insurance Co | 122,550 | $12.1M | 0.97% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 121,894 | $12.1M | 1.24% | +1,636+1.4% | Added |
| Meyer Handelman Co | 123,537 | $12.2M | 0.48% | 00.0% | Unchanged |
| Sadoff Investment Management LLC | 124,453 | $12.3M | 0.82% | −1,829−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 127,371 | $12.6M | 0.07% | −43,880−25.6% | Reduced |
| Texas Permanent School Fund | 127,790 | $12.6M | 0.15% | −563−0.4% | Reduced |
| Citadel Advisors LLC | 129,140 | $12.7M | 0.01% | −309,767−70.6% | Reduced |
| Public Employees Retirement Association of Colorado | 129,686 | $12.8M | 0.06% | +1,032+0.8% | Added |
| Man Group plc | 129,693 | $12.8M | 0.05% | +117,630+975.1% | Added |
| Janney Capital Management LLC | 133,322 | $13.2M | 0.84% | −1,679−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 135,816 | $13.4M | 0.12% | +79,620+141.7% | Added |
| Oppenheimer Asset Management Inc. | 139,596 | $13.8M | 0.20% | +10,870+8.4% | Added |
| Davenport & Co LLC | 141,478 | $14.0M | 0.11% | +20,660+17.1% | Added |
| Fort Washington Investment Advisors Inc | 141,507 | $14.0M | 0.12% | +175+0.1% | Added |
| Beck Mack & Oliver LLC | 142,027 | $14.0M | 0.37% | −12,073−7.8% | Reduced |
| British Columbia Investment Management Corp | 142,229 | $14.0M | 0.09% | +21,566+17.9% | Added |
| Bruderman Asset Management, LLC | 143,739 | $14.2M | 4.40% | +1,651+1.2% | Added |
| Westpac Banking Corp | 145,325 | $14.3M | 0.14% | −21,927−13.1% | Reduced |
| Carroll Financial Associates, Inc. | 145,864 | $14.4M | 0.81% | −4,388−2.9% | Reduced |
| Utah Retirement Systems | 146,686 | $14.5M | 0.19% | +5,500+3.9% | Added |
| Colonial Trust Advisors | 147,403 | $14.6M | 1.78% | −167−0.1% | Reduced |
| SEI Investments Co | 147,898 | $14.6M | 0.03% | +33,138+28.9% | Added |
| Canal Insurance CO | 150,166 | $14.8M | 5.23% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 150,872 | $14.9M | 0.12% | −2,600−1.7% | Reduced |
| Independent Advisor Alliance | 151,066 | $14.9M | 0.82% | +133+0.1% | Added |
| Forsta Ap-Fonden | 151,400 | $14.9M | 0.18% | +30,300+25.0% | Added |
| State of Alaska, Department of Revenue | 153,621 | $15.2M | 0.15% | +6,253+4.2% | Added |
| Tocqueville Asset Management L.P. | 154,526 | $15.3M | 0.22% | −120.0% | Reduced |
| Huntington National Bank | 154,621 | $15.3M | 0.15% | +12,762+9.0% | Added |
| Financial Counselors Inc | 154,986 | $15.3M | 0.33% | +1,148+0.7% | Added |
| Penserra Capital Management LLC | 155,496 | $15.3M | 0.28% | +45,779+41.7% | Added |
| Gulf International Bank (UK) Ltd | 155,734 | $15.4M | 0.20% | +9,428+6.4% | Added |
| Nomura Asset Management Co Ltd | 157,637 | $15.6M | 0.09% | +6,666+4.4% | Added |
| Willis Investment Counsel | 158,750 | $15.7M | 0.93% | −4,900−3.0% | Reduced |
| Janus Henderson Group PLC | 160,308 | $15.8M | 0.01% | −14,628−8.4% | Reduced |
| Susquehanna International Group, LLP | 161,027 | $15.9M | 0.02% | −18,110−10.1% | Reduced |
| Cornerstone Capital, Inc. | 163,377 | $16.1M | 1.83% | +920+0.6% | Added |
| Van Eck Associates Corp | 165,077 | $16.3M | 0.04% | +18,152+12.4% | Added |
| Hennessy Advisors Inc | 167,087 | $16.5M | 0.92% | −9,400−5.3% | Reduced |
| CWA Asset Management Group, LLC | 166,013 | $16.5M | 1.34% | +15,479+10.3% | Added |
| State of Tennessee, Treasury Department | 168,008 | $16.6M | 0.06% | +5,573+3.4% | Added |
| Susquehanna Fundamental Investments, LLC | 169,737 | $16.8M | 0.31% | 00.0% | Unchanged |
| Hyman Charles D | 171,499 | $16.9M | 1.18% | −2,736−1.6% | Reduced |
| Thomasville National Bank | 173,783 | $17.2M | 1.82% | +15,796+10.0% | Added |
| Swiss Life Asset Management Ltd | 201,309 | $17.2M | 0.23% | −17,753−8.1% | Reduced |
| MetLife Investment Management | 178,339 | $17.6M | 0.15% | −4,832−2.6% | Reduced |
| Godsey & Gibb Associates | 179,191 | $17.7M | 10.57% | +3,339+1.9% | Added |
| Liberty One Investment Management, LLC | 180,211 | $17.8M | 3.01% | +1,958+1.1% | Added |
| Martingale Asset Management L P | 183,386 | $18.1M | 0.21% | +147,177+406.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 186,915 | $18.5M | 0.09% | −3,821−2.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 187,655 | $18.5M | 0.23% | +83,324+79.9% | Added |
| Calamos Advisors LLC | 190,689 | $18.8M | 0.09% | +43,370+29.4% | Added |
| Robeco Institutional Asset Management B.V. | 190,765 | $18.8M | 0.04% | +56,720+42.3% | Added |
| Avalon Investment & Advisory | 191,475 | $18.9M | 0.42% | −31,257−14.0% | Reduced |
| Vestcor Inc | 191,468 | $18.9M | 0.64% | +66,704+53.5% | Added |
| State of Michigan Retirement System | 193,370 | $19.1M | 0.11% | +500+0.3% | Added |
| CIBC Asset Management Inc | 198,934 | $19.6M | 0.08% | −10,924−5.2% | Reduced |
| Guggenheim Capital LLC | 200,367 | $19.8M | 0.12% | −24,456−10.9% | Reduced |
| Sabal Trust CO | 201,555 | $19.9M | 1.44% | +6,457+3.3% | Added |
| Creative Planning | 201,620 | $19.9M | 0.04% | −13,119−6.1% | Reduced |
| Captrust Financial Advisors | 202,880 | $20.0M | 0.19% | −2,148−1.0% | Reduced |
| Schroder Investment Management Group | 209,819 | $20.7M | 0.03% | +8,123+4.0% | Added |
| Assenagon Asset Management S.A. | 210,400 | $20.8M | 0.09% | +210,400 | New |
| Mirae Asset Global Investments Co., Ltd. | 213,027 | $21.0M | 0.06% | +15,331+7.8% | Added |
| Arizona State Retirement System | 215,361 | $21.3M | 0.17% | +7,965+3.8% | Added |
| Synovus Financial Corp | 216,561 | $21.4M | 0.21% | +756+0.4% | Added |
| Amalgamated Bank | 217,205 | $21.4M | 0.17% | +176,750+436.9% | Added |
| Payden & Rygel | 221,809 | $21.9M | 1.04% | −163,427−42.4% | Reduced |
| American International Group, Inc. | 225,054 | $22.2M | 0.09% | −2,365−1.0% | Reduced |
| Crawford Investment Counsel Inc | 228,936 | $22.6M | 0.46% | +15,776+7.4% | Added |
| M&T Bank Corp | 239,595 | $23.7M | 0.10% | −25,515−9.6% | Reduced |
| Deprince Race & Zollo Inc | 242,914 | $24.0M | 0.61% | −8,488−3.4% | Reduced |
| Mariner, LLC | 245,350 | $24.2M | 0.15% | +73,568+42.8% | Added |
| Schonfeld Strategic Advisors LLC | 246,790 | $24.4M | 0.27% | +13,113+5.6% | Added |