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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 1,395,011 | $137.7M | 0.13% | +12,593+0.9% | Added |
| Dimensional Fund Advisors LP | 1,405,585 | $138.8M | 0.04% | −26,682−1.9% | Reduced |
| Brookfield Asset Management Inc. | 1,406,628 | $138.9M | 0.65% | −510,967−26.6% | Reduced |
| Canada Pension Plan Investment Board | 1,456,375 | $143.8M | 0.17% | −278,391−16.0% | Reduced |
| Deutsche Bank AG | 1,513,048 | $149.4M | 0.07% | +404,023+36.4% | Added |
| UBS Group AG | 1,798,907 | $177.6M | 0.07% | −40,350−2.2% | Reduced |
| Ensign Peak Advisors, Inc | 1,800,492 | $177.7M | 0.36% | −80,294−4.3% | Reduced |
| Cullen Capital Management LLC | 1,854,714 | $183.1M | 1.77% | +287,020+18.3% | Added |
| Maple-Brown Abbott Ltd | 1,989,670 | $196.4M | 10.60% | −298,840−13.1% | Reduced |
| Nuveen Asset Management, LLC | 2,170,618 | $214.3M | 0.06% | −398,080−15.5% | Reduced |
| APG Asset Management N.V. | 2,690,312 | $224.0M | 0.38% | +7,000+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 2,432,822 | $242.5M | 0.51% | +1,718,079+240.4% | Added |
| Goldman Sachs Group Inc | 2,527,257 | $249.5M | 0.07% | +291,022+13.0% | Added |
| American Century Companies Inc | 2,529,041 | $249.7M | 0.17% | +424,329+20.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,630,227 | $259.7M | 0.15% | +94,096+3.7% | Added |
| UBS Asset Management Americas Inc | 2,741,261 | $270.6M | 0.12% | −247,220−8.3% | Reduced |
| Parametric Portfolio Associates LLC | 2,778,602 | $274.3M | 0.15% | +174,503+6.7% | Added |
| Pictet Asset Management Ltd | 2,975,586 | $293.8M | 0.32% | −186,425−5.9% | Reduced |
| Swiss National Bank | 3,134,300 | $309.4M | 0.19% | −496,925−13.7% | Reduced |
| Wells Fargo & Company | 3,498,224 | $345.3M | 0.08% | −86,318−2.4% | Reduced |
| State Farm Mutual Automobile Insurance Co | 3,587,295 | $354.1M | 0.36% | +92,485+2.6% | Added |
| Capital World Investors | 3,700,000 | $365.3M | 0.06% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 3,879,555 | $383.0M | 0.12% | +1,092,325+39.2% | Added |
| JPMorgan Chase & Co | 4,359,488 | $430.4M | 0.06% | +1,162,039+36.3% | Added |
| Federated Hermes, Inc. | 4,720,302 | $466.0M | 0.87% | +15,037+0.3% | Added |
| California Public Employees Retirement System | 5,729,530 | $565.6M | 0.42% | +52,855+0.9% | Added |
| Morgan Stanley | 5,794,284 | $572.0M | 0.08% | +867,051+17.6% | Added |
| Charles Schwab Investment Management Inc | 6,117,321 | $603.9M | 0.20% | +1,718,705+39.1% | Added |
| Bank of New York Mellon Corp | 6,189,335 | $611.0M | 0.12% | −872,650−12.4% | Reduced |
| Bank of America Corp | 6,368,700 | $628.7M | 0.07% | +468,101+7.9% | Added |
| Invesco Ltd. | 7,438,788 | $734.4M | 0.18% | +594,499+8.7% | Added |
| Royal Bank of Canada | 7,505,464 | $740.9M | 0.21% | +430,219+6.1% | Added |
| Legal & General Group Plc | 7,683,953 | $758.6M | 0.25% | +336,058+4.6% | Added |
| FMR LLC | 8,388,895 | $828.2M | 0.06% | −116,554−1.4% | Reduced |
| Northern Trust Corp | 9,119,458 | $900.3M | 0.16% | +24,219+0.3% | Added |
| Capital Research Global Investors | 10,752,703 | $1.06B | 0.25% | +1,281,014+13.5% | Added |
| Geode Capital Management, LLC | 12,281,000 | $1.21B | 0.17% | +350,852+2.9% | Added |
| Franklin Resources Inc | 13,141,989 | $1.30B | 0.50% | −3,059,181−18.9% | Reduced |
| Massachusetts Financial Services Co | 25,307,275 | $2.50B | 0.73% | −572,207−2.2% | Reduced |
| Wellington Management Group LLP | 31,342,277 | $3.09B | 0.52% | +1,301,731+4.3% | Added |
| State Street Corp | 38,371,668 | $3.79B | 0.20% | +338,896+0.9% | Added |
| BlackRock Inc. | 51,960,081 | $5.13B | 0.14% | −873,398−1.7% | Reduced |
| Vanguard Group Inc | 65,385,255 | $6.45B | 0.16% | +828,757+1.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 1,708 | – | – | −737−30.1% | Reduced |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −165,562−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −106,975−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −77,712−100.0% | Sold out |
| LNZ Capital LP | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −26,600−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −24,832−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −22,162−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −21,108−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −14,310−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,655−100.0% | Sold out |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −13,465−100.0% | Sold out |
| Courage Capital Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Davide Leone & Partners Investment Co Ltd. | 0 | $0 | 0.00% | −9,813−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −9,546−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −8,513−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −7,359−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −6,355−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −6,243−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,484−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −4,779−100.0% | Sold out |
| American Money Management, LLC | 0 | $0 | 0.00% | −4,740−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −4,243−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,185−100.0% | Sold out |
| Lavaca Capital LLC | 0 | $0 | 0.00% | −4,164−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −4,116−100.0% | Sold out |
| Berkshire Asset Management LLC | 0 | $0 | 0.00% | −3,478−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| Winthrop Advisory Group LLC | 0 | $0 | 0.00% | −3,295−100.0% | Sold out |
| tru Independence LLC | 0 | $0 | 0.00% | −3,156−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −2,958−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,928−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,887−100.0% | Sold out |
| Farmers & Merchants Trust Co of Long Beach | 0 | $0 | 0.00% | −2,537−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| Wealth Alliance Advisory Group, LLC | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −2,405−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −2,353−100.0% | Sold out |
| Frisch Financial Group, Inc. | 0 | $0 | 0.00% | −2,319−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Capital One Financial Corp | 0 | $0 | 0.00% | −2,237−100.0% | Sold out |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −2,212−100.0% | Sold out |
| Capital Financial Planning, LLC | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −2,144−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −2,023−100.0% | Sold out |
| McMillion Capital Management Inc | 0 | $0 | 0.00% | −2,122−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −7,888−100.0% | Sold out |
| Bel Air Investment Advisors LLC | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −2,091−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,729−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,091−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −28,302−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −858−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −644−100.0% | Sold out |