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 |
|---|---|---|---|---|---|
| Hummer Financial Advisory Services Inc | 5,196 | $513.0K | 0.47% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 4,845 | $513.0K | 0.05% | +25+0.5% | Added |
| Equitable Holdings, Inc. | 5,206 | $514.0K | 0.01% | −680−11.6% | Reduced |
| Ballentine Partners, LLC | 5,202 | $514.0K | 0.02% | +3+0.1% | Added |
| Patriot Investment Management Inc. | 5,226 | $515.0K | 0.05% | −61−1.2% | Reduced |
| Douglas Lane & Associates, LLC | 5,221 | $515.0K | 0.01% | +1,307+33.4% | Added |
| Duncker Streett & Co Inc | 5,231 | $516.0K | 0.10% | −55−1.0% | Reduced |
| First Hawaiian Bank | 5,240 | $517.0K | 0.02% | −1,222−18.9% | Reduced |
| Darwin Advisors, LLC | 5,233 | $517.0K | 0.08% | −77−1.5% | Reduced |
| CoreFirst Bank & Trust | 5,234 | $517.0K | 0.35% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 5,278 | $521.0K | 0.08% | −859−14.0% | Reduced |
| Premier Asset Management LLC | 5,302 | $523.0K | 0.08% | +281+5.6% | Added |
| Platform Technology Partners | 5,349 | $528.0K | 0.22% | +5,349 | New |
| Archer Investment Corp | 5,352 | $528.3K | 0.21% | +42+0.8% | Added |
| Krane Funds Advisors LLC | 5,355 | $529.0K | 0.02% | +484+9.9% | Added |
| Ropes Wealth Advisors LLC | 5,409 | $534.0K | 0.08% | +800+17.4% | Added |
| First Quadrant L P | 5,424 | $535.0K | 0.06% | +5,424 | New |
| Mather Group, LLC. | 5,432 | $536.0K | 0.01% | +235+4.5% | Added |
| EPG Wealth Management LLC | 5,440 | $537.0K | 0.23% | +314+6.1% | Added |
| Hall Private Wealth Advisors | 5,440 | $537.0K | 0.35% | +5,440 | New |
| Colonial River Wealth Management, LLC | 5,479 | $541.0K | 0.39% | −101−1.8% | Reduced |
| Gsa Capital Partners LLP | 5,482 | $541.0K | 0.06% | +5,482 | New |
| Transcend Wealth Collective, LLC | 5,465 | $542.0K | 0.08% | +350+6.8% | Added |
| Alethea Capital Management, LLC | 5,500 | $543.0K | 0.34% | −7,903−59.0% | Reduced |
| AlphaCrest Capital Management LLC | 5,500 | $543.0K | 0.02% | +969+21.4% | Added |
| Kanawha Capital Management LLC | 5,518 | $545.0K | 0.05% | −20−0.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,530 | $546.0K | 0.07% | −360−6.1% | Reduced |
| Bard Financial Services, Inc. | 5,535 | $546.0K | 0.05% | 00.0% | Unchanged |
| Kings Point Capital Management | 5,565 | $549.0K | 0.05% | +8+0.1% | Added |
| Clarity Financial LLC | 5,559 | $549.0K | 0.11% | +1,443+35.1% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 5,575 | $550.0K | 0.02% | +5,575 | New |
| Wrapmanager Inc | 5,581 | $551.0K | 0.14% | +44+0.8% | Added |
| Personal Cfo Solutions, LLC | 5,596 | $552.0K | 0.11% | +7+0.1% | Added |
| Charles Schwab Trust Co | 5,600 | $553.0K | 0.11% | 00.0% | Unchanged |
| Edgewood Management LLC | 5,634 | $556.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,629 | $556.0K | 0.05% | +1,114+24.7% | Added |
| Wintrust Investments LLC | 5,637 | $557.0K | 0.06% | −40−0.7% | Reduced |
| Atlantic Trust, LLC | 5,702 | $563.0K | 0.37% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 5,712 | $564.0K | 0.15% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,792 | $567.0K | 0.11% | −9,439−62.0% | Reduced |
| Detalus Advisors, LLC | 5,772 | $570.0K | 0.30% | +2,302+66.3% | Added |
| Burke & Herbert Bank & Trust Co | 5,793 | $572.0K | 0.37% | +38+0.7% | Added |
| Beese Fulmer Investment Management, Inc. | 5,811 | $574.0K | 0.06% | −300−4.9% | Reduced |
| Acorn Financial Advisory Services Inc | 5,806 | $574.0K | 0.17% | 00.0% | Unchanged |
| Headinvest, LLC | 5,822 | $574.0K | 0.11% | +106+1.9% | Added |
| Sandy Spring Bank | 5,809 | $574.0K | 0.03% | +269+4.9% | Added |
| Old Port Advisors | 5,607 | $576.0K | 0.21% | −1,372−19.7% | Reduced |
| Princeton Capital Management LLC | 5,840 | $576.0K | 0.18% | −54−0.9% | Reduced |
| Flaharty Asset Management, LLC | 5,833 | $576.0K | 0.12% | +3+0.1% | Added |
| Adams Chetwood Wealth Management LLC | 5,844 | $577.0K | 0.41% | −225−3.7% | Reduced |
| Community Bank, N.A. | 5,853 | $578.0K | 0.07% | −2,229−27.6% | Reduced |
| Corsicana & Co. | 5,856 | $578.0K | 0.37% | +5,856 | New |
| Sandbox Financial Partners, LLC | 5,861 | $579.0K | 0.43% | +8+0.1% | Added |
| Lake Street Financial LLC | 5,832 | $581.0K | 0.15% | −110−1.9% | Reduced |
| Hudock, Inc. | 5,893 | $581.0K | 0.17% | +21+0.4% | Added |
| Johnson Financial Group, LLC | 5,898 | $582.0K | 0.11% | +1,148+24.2% | Added |
| MBA Advisors LLC | 5,910 | $583.0K | 0.44% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 5,907 | $583.0K | 0.02% | +818+16.1% | Added |
| Ieq Capital, LLC | 5,904 | $583.0K | 0.02% | +1,878+46.6% | Added |
| Probity Advisors, Inc. | 5,931 | $586.0K | 0.12% | +532+9.9% | Added |
| Whalerock Point Partners, LLC | 5,936 | $586.0K | 0.23% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,942 | $587.0K | 0.06% | −1,480−19.9% | Reduced |
| Change Path, LLC | 5,948 | $587.0K | 0.04% | +2,247+60.7% | Added |
| Point72 Hong Kong Ltd | 5,954 | $588.0K | 0.04% | +5,954 | New |
| Family Management Corp | 5,973 | $590.0K | 0.16% | +3,508+142.3% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $592.0K | 0.19% | 00.0% | Unchanged |
| E&G Advisors, LP | 0 | $592.0K | 0.16% | −6,000−100.0% | Reduced |
| Intrua Financial, LLC | 5,524 | $592.0K | 0.14% | +18+0.3% | Added |
| V Wealth Advisors LLC | 5,980 | $593.0K | 0.09% | +80+1.4% | Added |
| Goepper Burkhardt LLC | 6,016 | $594.0K | 0.38% | +10.0% | Added |
| Calton & Associates, Inc. | 6,008 | $594.0K | 0.11% | +213+3.7% | Added |
| MEMBERS Trust Co | 6,009 | $594.0K | 0.02% | +218+3.8% | Added |
| First Financial Bank - Trust Division | 6,021 | $594.0K | 0.06% | +558+10.2% | Added |
| First Command Bank | 6,034 | $596.0K | 0.07% | +326+5.7% | Added |
| First Command Financial Services, Inc. | 6,034 | $596.0K | 0.07% | +326+5.7% | Added |
| LBMC Investment Advisors, LLC | 6,057 | $598.0K | 0.06% | +73+1.2% | Added |
| Symmetry Partners, LLC | 6,066 | $599.0K | 0.04% | −386−6.0% | Reduced |
| Aspen Investment Management Inc | 6,081 | $600.0K | 0.31% | −33−0.5% | Reduced |
| North Star Investment Management Corp. | 6,077 | $600.0K | 0.05% | 00.0% | Unchanged |
| CSS LLC | 6,090 | $601.0K | 0.03% | −984−13.9% | Reduced |
| Future Financial Wealth Managment LLC | 6,097 | $602.0K | 0.62% | +4+0.1% | Added |
| Toroso Investments, LLC | 6,105 | $603.0K | 0.02% | +2,086+51.9% | Added |
| Essex Savings Bank | 6,026 | $604.0K | 0.23% | +700+13.1% | Added |
| Vident Investment Advisory, LLC | 6,204 | $612.0K | 0.02% | +1,222+24.5% | Added |
| Wellington Shields & Co., LLC | 6,217 | $614.0K | 0.20% | +5+0.1% | Added |
| Formidable Asset Management, LLC | 6,043 | $614.0K | 0.13% | −69−1.1% | Reduced |
| PSI Advisors, LLC | 6,264 | $618.0K | 0.33% | −2,009−24.3% | Reduced |
| Quadrant Capital Group LLC | 6,281 | $620.0K | 0.09% | +403+6.9% | Added |
| Venture Visionary Partners LLC | 6,320 | $623.0K | 0.05% | −296−4.5% | Reduced |
| StoneX Group Inc. | 6,313 | $623.0K | 0.09% | +392+6.6% | Added |
| ERTS Wealth Advisors, LLC | 6,335 | $625.0K | 0.17% | +10+0.2% | Added |
| Kovack Advisors, Inc. | 6,403 | $632.0K | 0.07% | +361+6.0% | Added |
| SPC Financial, Inc. | 6,404 | $632.0K | 0.08% | +547+9.3% | Added |
| Philadelphia Trust Co | 6,413 | $633.0K | 0.04% | −519−7.5% | Reduced |
| Stonnington Group, LLC | 6,300 | $634.0K | 0.14% | −500−7.4% | Reduced |
| Capital Advisors Inc | 6,423 | $634.0K | 0.02% | +290+4.7% | Added |
| Keebeck Wealth Management, LLC | 6,452 | $637.0K | 0.09% | −811−11.2% | Reduced |
| Summit Financial Group Inc | 6,444 | $637.0K | 0.24% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 6,492 | $641.0K | 0.01% | −158−2.4% | Reduced |
| Clarius Group, LLC | 6,489 | $641.0K | 0.06% | +132+2.1% | Added |