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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 578 | $57.1K | 0.00% | −524−47.5% | Reduced |
| Estate Counselors, LLC | 591 | $58.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 590 | $58.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 583 | $58.0K | 0.03% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 583 | $58.0K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 584 | $58.0K | 0.05% | +584 | New |
| Prestige Wealth Management Group LLC | 614 | $60.0K | 0.02% | −165−21.2% | Reduced |
| Crescent Capital Consulting, LLC | 620 | $61.0K | 0.01% | −911−59.5% | Reduced |
| Centerpoint Advisors, LLC | 619 | $61.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 625 | $61.7K | 0.01% | +141+29.1% | Added |
| Westside Investment Management, Inc. | 636 | $62.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 640 | $63.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 661 | $65.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 666 | $66.0K | 0.02% | −813−55.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 667 | $66.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 679 | $67.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 676 | $67.0K | 0.00% | +676 | New |
| Lenox Wealth Advisors, LLC | 688 | $68.0K | 0.01% | +543+374.5% | Added |
| Eagle Bay Advisors LLC | 682 | $68.0K | 0.05% | +682 | New |
| TFC Financial Management | 704 | $69.0K | 0.02% | +37+5.5% | Added |
| Larson Financial Group LLC | 707 | $70.0K | 0.02% | −9−1.3% | Reduced |
| Brendel Financial Advisors LLC | 724 | $71.0K | 0.04% | +724 | New |
| HWG Holdings LP | 745 | $74.0K | 0.04% | +745 | New |
| Evoke Wealth, LLC | 770 | $76.0K | 0.00% | −25−3.1% | Reduced |
| Lee Financial Co | 768 | $76.0K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 769 | $76.0K | 0.07% | +4+0.5% | Added |
| JJJ Advisors Inc. | 773 | $76.0K | 0.03% | +61+8.6% | Added |
| Sound Income Strategies, LLC | 780 | $77.0K | 0.01% | −336−30.1% | Reduced |
| CVA Family Office, LLC | 811 | $80.0K | 0.02% | −101−11.1% | Reduced |
| Prentice Wealth Management LLC | 816 | $81.0K | 0.04% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 833 | $82.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 837 | $82.0K | 0.02% | +4+0.5% | Added |
| FFT Wealth Management LLC | 836 | $83.0K | 0.02% | +836 | New |
| Gemmer Asset Management LLC | 852 | $84.0K | 0.01% | +19+2.3% | Added |
| Lindbrook Capital, LLC | 850 | $84.0K | 0.02% | +27+3.3% | Added |
| Fieldpoint Private Securities, LLC | 792 | $85.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 874 | $86.3K | 0.07% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 895 | $88.0K | 0.05% | −38−4.1% | Reduced |
| Ade, LLC | 899 | $89.0K | 0.08% | +83+10.2% | Added |
| Freedman Financial Associates, Inc. | 914 | $90.0K | 0.07% | +41+4.7% | Added |
| Brewin Dolphin Ltd | 913 | $90.1K | 0.00% | −231−20.2% | Reduced |
| Princeton Global Asset Management LLC | 925 | $91.0K | 0.03% | −375−28.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 960 | $95.0K | 0.00% | +141+17.2% | Added |
| Ci Investments Inc. | 969 | $96.0K | 0.00% | −91−8.6% | Reduced |
| S.A. Mason LLC | 1,004 | $99.0K | 0.07% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,023 | $101.0K | 0.01% | −60−5.5% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 1,022 | $101.0K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,041 | $103.0K | 0.01% | +124+13.5% | Added |
| QVR LLC | 1,046 | $103.0K | 0.26% | +1,046 | New |
| Piscataqua Savings Bank | 1,065 | $105.0K | 0.09% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1,076 | $106.0K | 0.03% | +9+0.8% | Added |
| Capula Management Ltd | 1,124 | $111.0K | 0.02% | −7,207−86.5% | Reduced |
| Key Financial Inc | 1,056 | $111.0K | 0.06% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,119 | $111.0K | 0.07% | +363+48.0% | Added |
| Addison Advisors LLC | 1,134 | $112.0K | 0.09% | +1,134 | New |
| Leelyn Smith, LLC | 1,167 | $115.0K | 0.03% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,163 | $115.0K | 0.05% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 1,183 | $116.0K | 0.03% | −196−14.2% | Reduced |
| AllSquare Wealth Management LLC | 1,182 | $117.0K | 0.07% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,250 | $123.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,245 | $123.0K | 0.01% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 1,256 | $124.0K | 0.07% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,264 | $125.0K | 0.01% | −42−3.2% | Reduced |
| Toth Financial Advisory Corp | 1,265 | $125.0K | 0.02% | +8+0.6% | Added |
| TCI Wealth Advisors, Inc. | 1,310 | $129.0K | 0.02% | +93+7.6% | Added |
| Alpha Paradigm Partners, LLC | 1,302 | $129.0K | 0.05% | +751+136.3% | Added |
| Castleview Partners, LLC | 1,343 | $133.0K | 0.06% | +1,343 | New |
| Plante Moran Financial Advisors, LLC | 1,358 | $134.0K | 0.03% | −77−5.4% | Reduced |
| Valley National Advisers Inc | 1,359 | $134.0K | 0.02% | −49−3.5% | Reduced |
| Vestor Capital, LLC | 1,353 | $134.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,381 | $136.0K | 0.01% | −168−10.8% | Reduced |
| Phoenix Wealth Advisors | 1,398 | $140.0K | 0.10% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,443 | $142.0K | 0.04% | +1+0.1% | Added |
| Allworth Financial LP | 1,469 | $145.0K | 0.00% | +597+68.5% | Added |
| Glassman Wealth Services | 1,481 | $146.0K | 0.03% | −3,965−72.8% | Reduced |
| Sonora Investment Management, LLC | 1,477 | $146.0K | 0.02% | +1,477 | New |
| SRS Capital Advisors, Inc. | 1,478 | $146.0K | 0.02% | +1,478 | New |
| Tradition Wealth Management, LLC | 1,513 | $149.0K | 0.02% | +8+0.5% | Added |
| Hexavest Inc. | 1,540 | $152.0K | 0.01% | −74,331−98.0% | Reduced |
| Smithfield Trust Co | 1,540 | $152.0K | 0.01% | −333−17.8% | Reduced |
| Firestone Capital Management | 1,552 | $153.0K | 0.06% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 1,583 | $156.0K | 0.14% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,579 | $156.0K | 0.00% | +1,579 | New |
| Adirondack Trust Co | 1,615 | $159.0K | 0.08% | +85+5.6% | Added |
| C M Bidwell & Associates Ltd | 1,652 | $163.0K | 0.11% | +152+10.1% | Added |
| Sargent Bickham Lagudis LLC | 1,671 | $165.0K | 0.01% | +1,006+151.3% | Added |
| HHM Wealth Advisors, LLC | 1,713 | $169.0K | 0.05% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,732 | $171.0K | 0.04% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,758 | $174.0K | 0.06% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,821 | $180.0K | 0.13% | −37−2.0% | Reduced |
| Isthmus Partners, LLC | 1,840 | $182.0K | 0.03% | −1,784−49.2% | Reduced |
| M&R Capital Management Inc | 1,847 | $182.0K | 0.04% | 00.0% | Unchanged |
| CX Institutional | 1,843 | $182.0K | 0.01% | +354+23.8% | Added |
| BBVA USA | 1,856 | $183.0K | 0.01% | +1,856 | New |
| Silvant Capital Management LLC | 1,886 | $186.0K | 0.03% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,920 | $190.0K | 0.07% | +29+1.5% | Added |
| Pinnacle Bancorp, Inc. | 1,956 | $193.0K | 0.09% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,976 | $195.0K | 0.08% | +1,976 | New |
| Hussman Strategic Advisors, Inc. | 2,000 | $197.0K | 0.04% | −5,500−73.3% | Reduced |
| Barrett Asset Management, LLC | 1,994 | $197.0K | 0.01% | 00.0% | Unchanged |