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 |
|---|---|---|---|---|---|
| Berkeley Capital Partners, LLC | 6,517 | $643.0K | 0.29% | +107+1.7% | Added |
| Absher Wealth Management, LLC | 6,532 | $645.0K | 0.11% | +1,103+20.3% | Added |
| Deseret Mutual Benefit Administrators | 6,529 | $645.0K | 0.16% | +6,529 | New |
| AGF Investments LLC | 6,570 | $649.0K | 0.07% | +6,056+1,178.2% | Added |
| Hengehold Capital Management LLC | 6,596 | $651.0K | 0.09% | −462−6.5% | Reduced |
| Aldebaran Financial Inc. | 6,533 | $651.0K | 0.57% | +754+13.0% | Added |
| Prelude Capital Management, LLC | 6,599 | $651.0K | 0.04% | +2,468+59.7% | Added |
| Longfellow Investment Management Co LLC | 6,607 | $653.0K | 0.09% | −4,252−39.2% | Reduced |
| Mission Wealth Management, LP | 6,619 | $653.0K | 0.03% | +2,381+56.2% | Added |
| Glen Eagle Advisors, LLC | 6,633 | $654.8K | 0.20% | −31−0.5% | Reduced |
| Flagship Harbor Advisors, LLC | 6,654 | $657.0K | 0.07% | −90−1.3% | Reduced |
| Glenview State Bank Trust Dept. | 6,649 | $657.0K | 0.20% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,696 | $660.0K | 0.07% | +53+0.8% | Added |
| Sunbelt Securities, Inc. | 6,298 | $660.0K | 0.12% | +250+4.1% | Added |
| Stockman Wealth Management, Inc. | 6,720 | $663.0K | 0.16% | 00.0% | Unchanged |
| Keystone Financial Group | 6,731 | $664.0K | 0.12% | +137+2.1% | Added |
| Mitchell Sinkler & Starr | 6,733 | $665.0K | 0.60% | −116−1.7% | Reduced |
| Hayek Kallen Investment Management | 6,753 | $667.0K | 0.28% | −24−0.4% | Reduced |
| Camden Capital, LLC | 6,764 | $668.0K | 0.16% | +641+10.5% | Added |
| Chicago Trust Co NA | 6,785 | $670.0K | 0.16% | −64−0.9% | Reduced |
| Lafayette Investments, Inc. | 6,795 | $671.0K | 0.18% | +6,795 | New |
| Eqis Capital Management, Inc. | 6,841 | $675.0K | 0.05% | +88+1.3% | Added |
| Front Row Advisors LLC | 6,326 | $676.0K | 0.28% | −85−1.3% | Reduced |
| Lazard Asset Management LLC | 6,909 | $681.0K | 0.00% | −75,743−91.6% | Reduced |
| Andra AP-fonden | 6,900 | $681.0K | 0.01% | +6,900 | New |
| Fulton Breakefield Broenniman LLC | 6,962 | $687.0K | 0.06% | +955+15.9% | Added |
| Patten Group, Inc. | 6,971 | $688.0K | 0.20% | +17+0.2% | Added |
| PRW Wealth Management LLC | 6,971 | $688.0K | 0.20% | +6,971 | New |
| Garner Asset Management Corp | 7,002 | $691.0K | 0.33% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 7,012 | $692.0K | 0.00% | +577+9.0% | Added |
| Curbstone Financial Management Corp | 7,032 | $694.0K | 0.13% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 7,043 | $695.0K | 0.16% | −206−2.8% | Reduced |
| Verity Asset Management, Inc. | 7,054 | $696.0K | 0.38% | +1,437+25.6% | Added |
| Voloridge Investment Management, LLC | 7,095 | $700.0K | 0.00% | +7,095 | New |
| Transform Wealth, LLC | 7,106 | $702.0K | 0.09% | +17+0.2% | Added |
| PFG Advisors | 7,110 | $702.0K | 0.08% | +43+0.6% | Added |
| Ancora Advisors, LLC | 7,140 | $705.0K | 0.02% | +34+0.5% | Added |
| Gradient Investments LLC | 7,137 | $705.0K | 0.02% | +237+3.4% | Added |
| Grandview Asset Management LLC | 7,139 | $705.0K | 0.39% | +5,709+399.2% | Added |
| Endurance Wealth Management, Inc. | 7,168 | $707.0K | 0.08% | +87+1.2% | Added |
| Henshaw Capital LLC | 7,180 | $708.8K | 0.04% | +66+0.9% | Added |
| Marks Group Wealth Management, Inc | 7,162 | $709.0K | 0.10% | +381+5.6% | Added |
| Arden Trust Co | 7,216 | $712.0K | 0.12% | −2,318−24.3% | Reduced |
| EP Wealth Advisors, LLC | 7,233 | $714.0K | 0.02% | −339−4.5% | Reduced |
| Hills Bank & Trust Co | 7,229 | $714.0K | 0.11% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 7,257 | $716.0K | 0.17% | +20.0% | Added |
| Hamel Associates, Inc. | 7,260 | $717.0K | 0.27% | −330−4.3% | Reduced |
| Waters Parkerson & Co., LLC | 7,278 | $719.0K | 0.04% | +228+3.2% | Added |
| Farr Miller & Washington LLC | 7,291 | $720.0K | 0.05% | 00.0% | Unchanged |
| Busey Wealth Management | 7,313 | $722.0K | 0.03% | −1,111−13.2% | Reduced |
| Parsons Capital Management Inc | 7,310 | $722.0K | 0.06% | −833−10.2% | Reduced |
| RFG Advisory, LLC | 7,312 | $722.0K | 0.06% | −802−9.9% | Reduced |
| Logan Capital Management Inc | 7,313 | $722.0K | 0.03% | +809+12.4% | Added |
| First Heartland Consultants, Inc. | 7,314 | $722.0K | 0.11% | +2,879+64.9% | Added |
| First National Corp | 9,094 | $727.0K | 0.25% | +310+3.5% | Added |
| Investment Management of Virginia LLC | 7,377 | $728.0K | 0.14% | −23−0.3% | Reduced |
| Corient Capital Partners, LLC | 7,376 | $728.0K | 0.05% | +665+9.9% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,385 | $729.0K | 0.10% | +392+5.6% | Added |
| People's United Financial, Inc. | 7,417 | $732.0K | 0.02% | −180−2.4% | Reduced |
| Summit X, LLC | 7,459 | $735.0K | 0.19% | +277+3.9% | Added |
| Claraphi Advisory Network, LLC | 7,461 | $737.0K | 0.22% | +2,308+44.8% | Added |
| Diversified Trust Co | 7,547 | $745.0K | 0.03% | −344−4.4% | Reduced |
| Neo Ivy Capital Management | 7,552 | $746.0K | 0.75% | +7,552 | New |
| First Financial Corp | 7,592 | $749.0K | 0.50% | −91−1.2% | Reduced |
| KCM Investment Advisors LLC | 7,600 | $750.0K | 0.03% | −2,223−22.6% | Reduced |
| Aptus Capital Advisors, LLC | 7,595 | $750.0K | 0.03% | +2,369+45.3% | Added |
| Buckley Wealth Management, LLC | 7,611 | $751.0K | 0.26% | −233−3.0% | Reduced |
| Compton Capital Management Inc | 7,616 | $752.0K | 0.22% | −200−2.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,646 | $754.8K | 0.12% | +28+0.4% | Added |
| Investment Advisory Services Inc | 7,650 | $755.0K | 0.47% | +7,650 | New |
| Capstone Investment Advisors, LLC | 7,658 | $756.0K | 0.02% | +7,658 | New |
| Segment Wealth Management, LLC | 7,693 | $759.0K | 0.09% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 7,699 | $760.0K | 0.05% | +103+1.4% | Added |
| Trust Co of Virginia | 7,753 | $761.0K | 0.08% | +8+0.1% | Added |
| Intercontinental Wealth Advisors, LLC | 7,736 | $764.0K | 0.15% | −611−7.3% | Reduced |
| Madison Asset Management, LLC | 7,754 | $765.0K | 0.01% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 7,828 | $773.0K | 0.06% | +344+4.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 7,850 | $775.0K | 0.00% | −630−7.4% | Reduced |
| Birch Hill Investment Advisors LLC | 7,888 | $779.0K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 7,277 | $780.0K | 0.05% | +331+4.8% | Added |
| Wolverine Trading, LLC | 7,945 | $780.0K | 0.02% | +1,740+28.0% | Added |
| Cordasco Financial Network | 7,907 | $781.0K | 0.54% | −231−2.8% | Reduced |
| Sawtooth Solutions, LLC | 7,921 | $782.0K | 0.15% | +978+14.1% | Added |
| Perigon Wealth Management, LLC | 7,936 | $783.0K | 0.07% | +87+1.1% | Added |
| Western Wealth Management, LLC | 7,934 | $783.0K | 0.08% | +524+7.1% | Added |
| Concord Wealth Partners | 7,940 | $784.0K | 0.22% | +828+11.6% | Added |
| Washington Capital Management Inc | 7,960 | $786.0K | 0.95% | −50−0.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,987 | $788.0K | 0.35% | +196+2.5% | Added |
| HBK Sorce Advisory LLC | 7,992 | $789.0K | 0.04% | −99−1.2% | Reduced |
| Sentry Investment Management LLC | 8,029 | $793.0K | 0.20% | +1,120+16.2% | Added |
| First National Bank of South Miami | 8,028 | $793.0K | 0.54% | +1,123+16.3% | Added |
| JustInvest LLC | 8,040 | $794.0K | 0.08% | +4,130+105.6% | Added |
| Carret Asset Management, LLC | 8,051 | $795.0K | 0.09% | +120+1.5% | Added |
| ZWJ Investment Counsel Inc | 8,062 | $796.0K | 0.05% | −9,917−55.2% | Reduced |
| Sequoia Financial Advisors, LLC | 8,066 | $796.0K | 0.03% | +2,629+48.4% | Added |
| Fiduciary Group LLC | 7,468 | $797.0K | 0.09% | +151+2.1% | Added |
| Wambolt & Associates, LLC | 8,012 | $798.0K | 0.34% | +1,532+23.6% | Added |
| Strategic Advisors LLC | 8,129 | $802.0K | 0.21% | +748+10.1% | Added |
| Hodges Capital Management Inc. | 8,122 | $802.0K | 0.09% | +1,834+29.2% | Added |
| WBH Advisory Inc | 7,702 | $805.0K | 0.12% | −594−7.2% | Reduced |