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 |
|---|---|---|---|---|---|
| Cohen & Steers, Inc. | 2,007 | $198.0K | 0.00% | +2,007 | New |
| MV Capital Management, Inc. | 2,016 | $199.0K | 0.03% | +109+5.7% | Added |
| Ritter Daniher Financial Advisory, LLC | 2,030 | $200.0K | 0.15% | +3+0.1% | Added |
| Clearstead Advisors, LLC | 2,039 | $201.0K | 0.02% | −170−7.7% | Reduced |
| M&G Investment Management Ltd | 2,026 | $201.0K | 0.00% | −167−7.6% | Reduced |
| Liberty Capital Management, Inc. | 2,050 | $202.0K | 0.06% | −187−8.4% | Reduced |
| First United Bank Trust | 2,043 | $202.0K | 0.08% | +2,043 | New |
| Lokken Investment Group LLC | 2,059 | $203.0K | 0.16% | −47−2.2% | Reduced |
| Mercer Capital Advisers, Inc. | 2,053 | $203.0K | 0.10% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,063 | $204.0K | 0.05% | +117+6.0% | Added |
| Pathstone Family Office, LLC | 2,073 | $205.0K | 0.01% | −14−0.7% | Reduced |
| Column Capital Advisors, LLC | 2,087 | $206.0K | 0.04% | −100−4.6% | Reduced |
| Childress Capital Advisors, LLC | 2,104 | $207.0K | 0.09% | −635−23.2% | Reduced |
| Wealthquest Corp | 2,099 | $207.0K | 0.04% | −15−0.7% | Reduced |
| Country Trust Bank | 2,095 | $207.0K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,092 | $207.0K | 0.03% | +2,092 | New |
| Marshall Financial Group LLC | 2,094 | $207.0K | 0.11% | +2,094 | New |
| WMS Partners, LLC | 2,114 | $209.0K | 0.03% | −85−3.9% | Reduced |
| Dividend Assets Capital, LLC | 2,116 | $209.0K | 0.04% | −50−2.3% | Reduced |
| Proficio Capital Partners LLC | 2,130 | $210.0K | 0.03% | −302−12.4% | Reduced |
| Pratt Collard Advisory Partners LLC | 2,150 | $212.0K | 0.14% | −83−3.7% | Reduced |
| Berman Capital Advisors, LLC | 2,167 | $213.0K | 0.03% | +829+62.0% | Added |
| Institutional & Family Asset Management, LLC | 2,169 | $214.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Bank | 2,182 | $215.0K | 0.03% | −79−3.5% | Reduced |
| Ritholtz Wealth Management | 2,180 | $215.0K | 0.02% | +2,180 | New |
| HFR Wealth Management, LLC | 2,189 | $216.0K | 0.07% | +2,189 | New |
| Papp L Roy & Associates | 2,200 | $217.0K | 0.03% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,200 | $217.0K | 0.05% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 2,194 | $217.0K | 0.09% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,199 | $217.0K | 0.21% | +200+10.0% | Added |
| Financial Advocates Investment Management | 2,208 | $218.0K | 0.02% | −23,138−91.3% | Reduced |
| Capital Asset Advisory Services LLC | 2,210 | $218.0K | 0.02% | −1,749−44.2% | Reduced |
| TCTC Holdings, LLC | 2,201 | $218.0K | 0.01% | −33−1.5% | Reduced |
| Provident Wealth Management, LLC | 2,207 | $218.0K | 0.18% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 2,206 | $218.0K | 0.12% | 00.0% | Unchanged |
| Middleton & Co Inc | 2,221 | $219.0K | 0.02% | −260−10.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,153 | $221.0K | 0.13% | +5+0.2% | Added |
| Nwam LLC | 2,264 | $223.0K | 0.02% | −983−30.3% | Reduced |
| Tradewinds Capital Management, LLC | 2,256 | $223.0K | 0.04% | +531+30.8% | Added |
| Adell Harriman & Carpenter Inc | 2,266 | $223.7K | 0.02% | +2,266 | New |
| Mirabella Financial Services LLP | 2,273 | $224.0K | 0.04% | −466−17.0% | Reduced |
| Sittner & Nelson, LLC | 2,266 | $224.0K | 0.16% | +500+28.3% | Added |
| Wealth Quarterback LLC | 2,265 | $224.0K | 0.14% | +2,265 | New |
| Pacitti Group Inc. | 2,288 | $225.0K | 0.14% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,287 | $226.0K | 0.07% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 2,288 | $226.0K | 0.06% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 2,294 | $226.0K | 0.02% | +2,294 | New |
| Bangor Savings Bank | 2,314 | $228.0K | 0.03% | −70−2.9% | Reduced |
| Westshore Wealth, LLC | 2,320 | $229.0K | 0.12% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 2,328 | $230.0K | 0.02% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 2,325 | $230.0K | 0.19% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,342 | $231.0K | 0.02% | −263−10.1% | Reduced |
| Norris Perne & French LLP | 2,335 | $231.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,339 | $231.0K | 0.02% | +2,339 | New |
| BOK Financial Private Wealth, Inc. | 2,347 | $232.0K | 0.02% | +2,347 | New |
| Fca Corp | 2,362 | $233.0K | 0.07% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 2,360 | $233.0K | 0.08% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 2,357 | $233.0K | 0.05% | +2,357 | New |
| XML Financial, LLC | 2,368 | $234.0K | 0.05% | −882−27.1% | Reduced |
| Klingman & Associates, LLC | 2,369 | $234.0K | 0.02% | −43−1.8% | Reduced |
| Shilanski & Associates, Inc. | 2,369 | $234.0K | 0.11% | −4−0.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,374 | $234.0K | 0.00% | +22+0.9% | Added |
| Trust Co of Oklahoma | 2,374 | $234.4K | 0.08% | +2,374 | New |
| Indiana Trust & Investment Management CO | 2,564 | $235.0K | 0.13% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,384 | $235.0K | 0.03% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,378 | $235.0K | 0.07% | +25+1.1% | Added |
| Stokes Family Office, LLC | 2,386 | $235.0K | 0.03% | +141+6.3% | Added |
| Simplex Trading, LLC | 2,390 | $235.0K | 0.01% | +2,390 | New |
| Central Bank & Trust Co | 2,386 | $236.0K | 0.04% | +131+5.8% | Added |
| Archford Capital Strategies, LLC | 2,395 | $236.0K | 0.06% | +328+15.9% | Added |
| Karn, Couzens & Associates, Inc. | 2,388 | $236.0K | 0.18% | +2,388 | New |
| Stone Run Capital, LLC | 2,399 | $237.0K | 0.08% | −88−3.5% | Reduced |
| Continuum Advisory, LLC | 2,414 | $238.0K | 0.07% | +2,414 | New |
| Southland Equity Partners LLC | 2,417 | $238.6K | 0.11% | +49+2.1% | Added |
| Foresight Wealth Management, LLC | 2,421 | $239.0K | 0.10% | +75+3.2% | Added |
| Financial Sense Advisors, Inc. | 2,426 | $239.0K | 0.08% | +2,426 | New |
| Eads & Heald Wealth Management | 2,433 | $240.0K | 0.12% | −95−3.8% | Reduced |
| S&CO Inc | 2,438 | $240.0K | 0.02% | 00.0% | Unchanged |
| Gleason Group, Inc. | 2,434 | $240.0K | 0.09% | +22+0.9% | Added |
| West Paces Advisors Inc. | 2,439 | $240.8K | 0.09% | +249+11.4% | Added |
| Financial Engines Advisors L.L.C. | 2,440 | $241.0K | 0.00% | −5,109−67.7% | Reduced |
| FRG Family Wealth Advisors LLC | 2,450 | $242.0K | 0.05% | 00.0% | Unchanged |
| Engine No. 1 LLC | 2,452 | $242.0K | 0.07% | +2,452 | New |
| Aveo Capital Partners, LLC | 2,458 | $243.0K | 0.05% | −13−0.5% | Reduced |
| Tiedemann Advisors, LLC | 2,475 | $244.0K | 0.01% | −191−7.2% | Reduced |
| Oak Harvest Investment Services | 2,472 | $244.0K | 0.08% | +2,472 | New |
| Redhawk Wealth Advisors, Inc. | 2,483 | $245.0K | 0.05% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 2,480 | $245.0K | 0.11% | +8+0.3% | Added |
| Mezzasalma Advisors, LLC | 2,487 | $246.0K | 0.14% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 2,503 | $247.0K | 0.04% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,500 | $247.0K | 0.14% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,501 | $247.0K | 0.15% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 2,515 | $248.0K | 0.14% | −53−2.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,516 | $248.0K | 0.02% | +64+2.6% | Added |
| Beck Bode, LLC | 2,525 | $249.0K | 0.07% | −50−1.9% | Reduced |
| Baker Ellis Asset Management LLC | 2,531 | $250.0K | 0.05% | −166−6.2% | Reduced |
| Keeler Thomas Management LLC | 2,550 | $251.0K | 0.12% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 2,539 | $251.0K | 0.01% | +175+7.4% | Added |
| Chelsea Counsel Co | 2,555 | $252.0K | 0.12% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 2,557 | $252.0K | 0.02% | +34+1.3% | Added |