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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 3,246 | $318.0K | 0.00% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,219 | $318.0K | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,218 | $318.0K | 0.15% | +8+0.2% | Added |
| Apriem Advisors | 3,220 | $318.0K | 0.05% | +55+1.7% | Added |
| Octavia Wealth Advisors, LLC | 3,231 | $319.0K | 0.08% | +82+2.6% | Added |
| Fma Advisory Inc | 3,230 | $319.0K | 0.12% | +175+5.7% | Added |
| Peachtree Investment Partners, LLC | 3,230 | $319.0K | 0.16% | +273+9.2% | Added |
| Evergreen Capital Management LLC | 3,227 | $319.0K | 0.02% | +720+28.7% | Added |
| Spotlight Asset Group, Inc. | 3,247 | $321.0K | 0.12% | −170−5.0% | Reduced |
| Pittenger & Anderson Inc | 3,250 | $321.0K | 0.02% | +250+8.3% | Added |
| Tectonic Advisors LLC | 3,253 | $321.0K | 0.07% | +509+18.5% | Added |
| BancorpSouth Bank | 3,269 | $322.0K | 0.05% | −633−16.2% | Reduced |
| Winfield Associates, Inc. | 3,263 | $322.0K | 0.12% | 00.0% | Unchanged |
| Intersect Capital LLC | 3,264 | $322.0K | 0.06% | +36+1.1% | Added |
| Bridges Investment Management Inc | 3,295 | $325.0K | 0.01% | 00.0% | Unchanged |
| Bridgeworth, LLC | 3,288 | $325.0K | 0.09% | +7+0.2% | Added |
| Rosenberg Matthew Hamilton | 3,290 | $325.0K | 0.17% | +124+3.9% | Added |
| Valmark Advisers, Inc. | 3,311 | $327.0K | 0.01% | +951+40.3% | Added |
| Ridgewood Investments LLC | 3,319 | $328.0K | 0.21% | −267−7.4% | Reduced |
| St. Louis Trust Co | 3,333 | $329.0K | 0.08% | 00.0% | Unchanged |
| Michael B. Yongue | 3,339 | $330.0K | 0.24% | −150−4.3% | Reduced |
| Stephenson National Bank & Trust | 3,346 | $330.0K | 0.21% | +199+6.3% | Added |
| Field & Main Bank | 3,345 | $330.0K | 0.21% | +255+8.3% | Added |
| Pitcairn Co | 3,369 | $333.0K | 0.02% | −15−0.4% | Reduced |
| Fagan Associates, Inc. | 3,378 | $333.0K | 0.07% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 3,378 | $333.0K | 0.53% | 00.0% | Unchanged |
| McDonald Partners LLC | 3,396 | $335.0K | 0.08% | +1,252+58.4% | Added |
| CAPROCK Group, Inc. | 3,406 | $336.0K | 0.03% | +3,406 | New |
| Mark Stevens | 3,410 | $337.0K | 0.04% | −150−4.2% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 3,410 | $337.0K | 0.07% | 00.0% | Unchanged |
| Boltwood Capital Management | 3,445 | $340.0K | 0.14% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 3,453 | $341.0K | 0.14% | 00.0% | Unchanged |
| Watchman Group, Inc. | 3,459 | $342.0K | 0.20% | −733−17.5% | Reduced |
| Weatherly Asset Management L. P. | 3,468 | $342.0K | 0.04% | +11+0.3% | Added |
| Hexagon Capital Partners LLC | 3,464 | $342.0K | 0.10% | +10.0% | Added |
| Claro Advisors LLC | 3,483 | $344.0K | 0.15% | +49+1.4% | Added |
| Market Street Wealth Management Advisors LLC | 3,494 | $345.0K | 0.15% | 00.0% | Unchanged |
| Renasant Bank | 3,488 | $345.0K | 0.26% | +12+0.3% | Added |
| Baker Boyer National Bank | 3,216 | $345.0K | 0.17% | +3,216 | New |
| MCF Advisors LLC | 3,509 | $346.0K | 0.04% | +999+39.8% | Added |
| Edgemoor Investment Advisors, Inc. | 3,530 | $348.0K | 0.03% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,296 | $348.0K | 0.03% | +33+1.0% | Added |
| River Wealth Advisors LLC | 3,533 | $349.0K | 0.06% | −161−4.4% | Reduced |
| Financial Management Professionals, Inc. | 3,541 | $350.0K | 0.09% | −111−3.0% | Reduced |
| Burney Co | 3,560 | $351.0K | 0.02% | −457−11.4% | Reduced |
| Johnson Financial Group, Inc. | 3,567 | $352.0K | 0.02% | −3,201−47.3% | Reduced |
| YHB Investment Advisors, Inc. | 3,583 | $354.0K | 0.03% | −275−7.1% | Reduced |
| Westwood Holdings Group Inc. | 3,589 | $354.0K | 0.00% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,592 | $355.0K | 0.21% | +30+0.8% | Added |
| Boston Trust Walden Corp | 3,608 | $356.0K | 0.00% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 3,615 | $357.0K | 0.13% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 3,614 | $357.0K | 0.22% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 3,439 | $357.0K | 0.05% | +309+9.9% | Added |
| McKinley Carter Wealth Services, Inc. | 3,631 | $358.0K | 0.03% | −25−0.7% | Reduced |
| Sigma Investment Counselors Inc | 3,636 | $359.0K | 0.03% | −78−2.1% | Reduced |
| Ausdal Financial Partners, Inc. | 3,640 | $359.0K | 0.05% | +81+2.3% | Added |
| Equitable Trust Co | 3,655 | $361.0K | 0.02% | +120+3.4% | Added |
| ACG Wealth | 3,671 | $362.0K | 0.05% | −1,146−23.8% | Reduced |
| AdvisorNet Financial, Inc | 3,678 | $363.0K | 0.02% | −131−3.4% | Reduced |
| Milestone Advisory Partners | 3,726 | $368.0K | 0.19% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 3,729 | $368.0K | 0.13% | 00.0% | Unchanged |
| Accel Wealth Management | 3,738 | $369.0K | 0.24% | −673−15.3% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 3,742 | $369.0K | 0.14% | −66−1.7% | Reduced |
| Destination Wealth Management | 3,762 | $371.0K | 0.01% | −740−16.4% | Reduced |
| Greatmark Investment Partners, Inc. | 3,760 | $371.0K | 0.07% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,761 | $371.0K | 0.04% | +500+15.3% | Added |
| Aspiriant, LLC | 3,782 | $374.0K | 0.02% | +675+21.7% | Added |
| Parkside Financial Bank & Trust | 3,801 | $375.0K | 0.11% | −67−1.7% | Reduced |
| Davis R M Inc | 3,795 | $375.0K | 0.01% | +94+2.5% | Added |
| TBH Global Asset Management, LLC | 3,800 | $375.0K | 0.09% | +3,800 | New |
| HM Capital Management, LLC | 3,818 | $377.0K | 0.17% | −3,814−50.0% | Reduced |
| King Wealth | 3,823 | $377.0K | 0.08% | +10.0% | Added |
| McRae Capital Management Inc | 3,815 | $377.0K | 0.09% | +5+0.1% | Added |
| Asset Dedication, LLC | 3,812 | $378.0K | 0.06% | −55−1.4% | Reduced |
| TrinityPoint Wealth, LLC | 3,836 | $379.0K | 0.08% | +201+5.5% | Added |
| Hallmark Capital Management Inc | 3,836 | $379.0K | 0.03% | +518+15.6% | Added |
| Quantitative Investment Management, LLC | 3,875 | $382.0K | 0.03% | −9,382−70.8% | Reduced |
| Pflug Koory, LLC | 3,873 | $382.0K | 0.20% | −40−1.0% | Reduced |
| Osborne Partners Capital Management, LLC | 3,876 | $383.0K | 0.03% | −119−3.0% | Reduced |
| Advisor OS, LLC | 3,877 | $383.0K | 0.08% | +1,707+78.7% | Added |
| Arrow Financial Corp | 3,913 | $387.0K | 0.05% | 00.0% | Unchanged |
| Cooper Financial Group | 3,921 | $387.0K | 0.08% | +204+5.5% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,933 | $388.0K | 0.19% | +816+26.2% | Added |
| Novare Capital Management LLC | 3,931 | $388.0K | 0.04% | +1,117+39.7% | Added |
| Prio Wealth Limited Partnership | 3,943 | $389.0K | 0.01% | −7−0.2% | Reduced |
| Charter Trust Co | 3,941 | $389.0K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,945 | $389.0K | 0.04% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 3,944 | $389.0K | 0.25% | +36+0.9% | Added |
| Bremer Bank National Association | 3,966 | $391.0K | 0.08% | −429−9.8% | Reduced |
| CFO4Life Group, LLC | 3,970 | $392.0K | 0.09% | −106−2.6% | Reduced |
| Allen Capital Group, LLC | 3,972 | $392.0K | 0.08% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 4,003 | $395.0K | 0.32% | +11+0.3% | Added |
| Truvestments Capital LLC | 4,012 | $396.0K | 0.22% | −3,639−47.6% | Reduced |
| Capital Analysts, LLC | 4,015 | $396.0K | 0.03% | +84+2.1% | Added |
| Tudor Investment Corp Et Al | 4,010 | $396.0K | 0.01% | +4,010 | New |
| Pinnacle Wealth Management Group, Inc. | 4,020 | $397.0K | 0.29% | +4,020 | New |
| Costello Asset Management, INC | 4,042 | $399.0K | 0.26% | −1,405−25.8% | Reduced |
| Doliver Advisors, LP | 4,056 | $400.0K | 0.13% | −1,511−27.1% | Reduced |
| S.E.E.D. Planning Group LLC | 4,047 | $400.0K | 0.20% | −273−6.3% | Reduced |
| Meristem Family Wealth, LLC | 4,050 | $400.0K | 0.06% | +4,050 | New |