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 |
|---|---|---|---|---|---|
| Cedar Brook Financial Partners, LLC | 2,553 | $252.0K | 0.07% | +2,553 | New |
| Epstein & White Financial LLC | 2,541 | $253.0K | 0.07% | +34+1.4% | Added |
| Mairs & Power Inc | 2,574 | $254.0K | 0.00% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,574 | $254.0K | 0.11% | +14+0.5% | Added |
| Asset Advisors Investment Management, LLC | 2,582 | $255.0K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Management Group, LLC | 2,580 | $255.0K | 0.09% | +2+0.1% | Added |
| BCGM Wealth Management, LLC | 2,429 | $255.0K | 0.15% | +10+0.4% | Added |
| Oarsman Capital, Inc. | 2,580 | $255.0K | 0.10% | +214+9.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,583 | $255.0K | 0.07% | +2,583 | New |
| Bath Savings Trust Co | 2,593 | $256.0K | 0.03% | −100−3.7% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,578 | $256.0K | 0.14% | +5+0.2% | Added |
| Investors Financial Group, LLC | 2,593 | $256.0K | 0.14% | +2,593 | New |
| Sutton Wealth Advisors Inc. | 2,593 | $256.0K | 0.09% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,605 | $257.0K | 0.07% | +127+5.1% | Added |
| Moseley Investment Management Inc | 2,614 | $258.0K | 0.13% | −100−3.7% | Reduced |
| Bank of the West | 2,618 | $258.0K | 0.03% | +77+3.0% | Added |
| RNC Capital Management LLC | 2,609 | $258.0K | 0.01% | +2,609 | New |
| Bender Robert & Associates | 2,626 | $259.0K | 0.07% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 2,626 | $259.0K | 0.02% | +59+2.3% | Added |
| Sanders Morris Harris LLC | 2,650 | $261.0K | 0.05% | −492−15.7% | Reduced |
| CapWealth Advisors, LLC | 2,643 | $261.0K | 0.03% | −245−8.5% | Reduced |
| Nicolet Bankshares Inc | 2,642 | $261.0K | 0.07% | −10−0.4% | Reduced |
| Van Cleef Asset Management,Inc | 2,645 | $261.0K | 0.04% | 00.0% | Unchanged |
| Red Wave Investments LLC | 2,644 | $261.0K | 0.10% | +49+1.9% | Added |
| San Francisco Sentry Investment Group (Ca) | 2,644 | $261.0K | 0.14% | +195+8.0% | Added |
| Yorktown Management & Research Co Inc | 2,650 | $262.0K | 0.21% | 00.0% | Unchanged |
| Providence First Trust Co | 2,666 | $263.0K | 0.12% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,662 | $263.0K | 0.03% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 2,666 | $263.0K | 0.15% | 00.0% | Unchanged |
| Harvey Investment Co LLC | 2,675 | $264.0K | 0.03% | 00.0% | Unchanged |
| 55I, LLC | 2,687 | $265.0K | 0.01% | +2,687 | New |
| Foundations Investment Advisors, LLC | 2,639 | $266.0K | 0.01% | +248+10.4% | Added |
| BFT Financial Group, LLC | 2,714 | $268.0K | 0.05% | −33−1.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,716 | $268.0K | 0.04% | +91+3.5% | Added |
| Flputnam Investment Management Co | 2,726 | $269.0K | 0.01% | −568−17.2% | Reduced |
| Domani Wealth, LLC | 2,735 | $270.0K | 0.05% | 00.0% | Unchanged |
| Adviser Investments LLC | 2,748 | $271.0K | 0.02% | +92+3.5% | Added |
| Cable Hill Partners, LLC | 2,750 | $271.0K | 0.06% | +149+5.7% | Added |
| Federation des caisses Desjardins du Quebec | 2,753 | $271.8K | 0.00% | −16,660−85.8% | Reduced |
| Biltmore Capital Advisors LLC | 2,758 | $272.0K | 0.05% | −737−21.1% | Reduced |
| Interchange Capital Partners, LLC | 2,764 | $272.0K | 0.42% | +101+3.8% | Added |
| Hunter Associates Investment Management LLC | 2,765 | $273.0K | 0.08% | +2,765 | New |
| Independent Financial Group, LLC | 2,776 | $274.1K | 0.03% | +208+8.1% | Added |
| Berkshire Bank | 2,793 | $275.0K | 0.07% | +40+1.5% | Added |
| Wealth Management Associates, Inc. | 2,787 | $275.1K | 0.16% | −796−22.2% | Reduced |
| Rock Creek Group, LP | 2,797 | $276.0K | 0.04% | −312−10.0% | Reduced |
| Private Capital Group, LLC | 2,800 | $276.0K | 0.06% | +332+13.5% | Added |
| Engineers Gate Manager LP | 2,810 | $277.0K | 0.02% | −13,890−83.2% | Reduced |
| StrategIQ Financial Group, LLC | 2,805 | $277.0K | 0.05% | −40−1.4% | Reduced |
| Mainstay Capital Management LLC | 2,799 | $277.0K | 0.07% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 2,826 | $279.0K | 0.01% | −1,335−32.1% | Reduced |
| Qtron Investments LLC | 2,825 | $279.0K | 0.07% | 00.0% | Unchanged |
| Fulcrum Equity Management | 2,838 | $280.0K | 0.10% | +19+0.7% | Added |
| Grant/GrossMendelsohn, LLC | 2,682 | $281.0K | 0.24% | −97−3.5% | Reduced |
| Northstar Advisory Group, LLC | 2,845 | $281.0K | 0.18% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 2,856 | $282.0K | 0.07% | 00.0% | Unchanged |
| Covenant Partners, LLC | 2,852 | $282.0K | 0.11% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,968 | $282.0K | 0.07% | +146+5.2% | Added |
| Birchcreek Wealth Management, LLC | 2,885 | $285.0K | 0.27% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,666 | $285.0K | 0.07% | 00.0% | Unchanged |
| Mosaic Family Wealth, LLC | 2,897 | $286.0K | 0.08% | −5−0.2% | Reduced |
| CRA Financial Services, LLC | 2,902 | $286.0K | 0.10% | +10.0% | Added |
| Lloyd Advisory Services, LLC. | 2,912 | $287.0K | 0.14% | +8+0.3% | Added |
| Telemus Capital, LLC | 2,904 | $287.0K | 0.02% | +100+3.6% | Added |
| Investors Asset Management of Georgia Inc | 2,917 | $288.0K | 0.15% | +43+1.5% | Added |
| Cypress Wealth Services, LLC | 2,918 | $288.0K | 0.08% | +593+25.5% | Added |
| Balentine LLC | 2,918 | $288.0K | 0.01% | +2,918 | New |
| Hurlow Wealth Management Group, Inc. | 2,937 | $290.0K | 0.19% | −158−5.1% | Reduced |
| MainStreet Investment Advisors LLC | 2,934 | $290.0K | 0.02% | −27−0.9% | Reduced |
| Cadinha & Co LLC | 2,935 | $290.0K | 0.04% | +161+5.8% | Added |
| ClearBridge Investments Ltd | 2,936 | $290.0K | 0.01% | +455+18.3% | Added |
| Old Second National Bank of Aurora | 2,943 | $291.0K | 0.08% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,953 | $292.0K | 0.08% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 2,958 | $292.1K | 0.08% | +2+0.1% | Added |
| AXA S.A. | 2,977 | $294.0K | 0.00% | −71−2.3% | Reduced |
| Towerpoint Wealth, LLC | 2,976 | $294.0K | 0.15% | +106+3.7% | Added |
| Summit Asset Management, LLC | 2,978 | $294.0K | 0.09% | +753+33.8% | Added |
| Abbrea Capital, LLC | 2,995 | $296.0K | 0.04% | −100−3.2% | Reduced |
| Edge Capital Group, LLC | 3,005 | $297.0K | 0.02% | +32+1.1% | Added |
| David Loasby | 3,024 | $299.0K | 0.04% | −60−1.9% | Reduced |
| United Asset Strategies, Inc. | 3,068 | $303.0K | 0.04% | +796+35.0% | Added |
| TFG Advisers LLC | 3,076 | $304.0K | 0.15% | −255−7.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,892 | $304.0K | 0.08% | +242+9.1% | Added |
| AlphaStar Capital Management, LLC | 3,091 | $305.0K | 0.04% | −233−7.0% | Reduced |
| Hoylecohen, LLC | 3,101 | $306.0K | 0.03% | −25−0.8% | Reduced |
| Burns J W & Co Inc | 3,099 | $306.0K | 0.05% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 3,100 | $306.0K | 0.00% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,102 | $306.0K | 0.19% | +10.0% | Added |
| West Branch Capital LLC | 3,107 | $307.0K | 0.15% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,145 | $310.0K | 0.11% | 00.0% | Unchanged |
| Ledyard National Bank | 3,156 | $311.0K | 0.03% | −94−2.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,148 | $311.0K | 0.02% | +501+18.9% | Added |
| 44 Wealth Management LLC | 3,167 | $313.0K | 0.12% | −460−12.7% | Reduced |
| Rockland Trust Co | 3,165 | $313.0K | 0.02% | −62−1.9% | Reduced |
| MJP Associates Inc | 3,172 | $313.0K | 0.11% | +278+9.6% | Added |
| Becker Capital Management Inc | 3,174 | $313.0K | 0.01% | +601+23.4% | Added |
| Harbor Financial Services, LLC | 3,192 | $315.0K | 0.13% | +4+0.1% | Added |
| Hobart Private Capital, LLC | 3,192 | $315.1K | 0.13% | −1,565−32.9% | Reduced |
| Bank of Nova Scotia Trust Co | 3,201 | $316.0K | 0.03% | +10.0% | Added |
| Am Investment Strategies LLC | 3,200 | $316.0K | 0.08% | +6+0.2% | Added |