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 |
|---|---|---|---|---|---|
| Weather Gauge Advisory, LLC | 8,223 | $812.0K | 0.94% | +12+0.1% | Added |
| McGowan Group Asset Management, Inc. | 8,280 | $817.0K | 0.13% | +8,280 | New |
| Brandywine Oak Private Wealth LLC | 8,292 | $818.0K | 0.10% | +5,846+239.0% | Added |
| John G Ullman & Associates Inc | 8,319 | $821.0K | 0.11% | −200−2.3% | Reduced |
| BTR Capital Management Inc | 8,321 | $821.0K | 0.10% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,317 | $821.0K | 0.04% | +11+0.1% | Added |
| Arkadios Wealth Advisors | 8,323 | $821.0K | 0.10% | +1,145+16.0% | Added |
| Bigelow Investment Advisors, LLC | 8,330 | $822.0K | 0.40% | 00.0% | Unchanged |
| Glenview Trust Co | 8,381 | $828.0K | 0.03% | −130−1.5% | Reduced |
| Intrust Bank NA | 8,391 | $828.0K | 0.11% | +656+8.5% | Added |
| Whittier Trust Co | 8,461 | $835.0K | 0.01% | −1,004−10.6% | Reduced |
| Coastal Investment Advisors, Inc. | 8,456 | $835.0K | 0.20% | −244−2.8% | Reduced |
| Centre Asset Management, LLC | 8,469 | $836.0K | 0.43% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 8,481 | $837.0K | 0.10% | −204−2.3% | Reduced |
| Dearborn Partners LLC | 8,496 | $839.0K | 0.03% | +8+0.1% | Added |
| Barnett & Company, Inc. | 8,494 | $839.0K | 0.55% | +6,315+289.8% | Added |
| Baker Tilly Wealth Management, LLC | 8,508 | $840.0K | 0.14% | −125−1.4% | Reduced |
| Enterprise Financial Services Corp | 8,515 | $840.0K | 0.13% | +1,064+14.3% | Added |
| American Research & Management Co. | 8,553 | $844.0K | 0.19% | −100−1.2% | Reduced |
| Biltmore Family Office, LLC | 8,558 | $845.0K | 0.24% | −236−2.7% | Reduced |
| Creative Financial Designs Inc | 8,570 | $846.0K | 0.15% | +767+9.8% | Added |
| Stableford Capital II LLC | 8,589 | $848.0K | 0.40% | +228+2.7% | Added |
| Meridian Wealth Management, LLC | 8,593 | $849.0K | 0.11% | +2,844+49.5% | Added |
| HM Payson & Co | 8,607 | $850.0K | 0.02% | −835−8.8% | Reduced |
| 9258 Wealth Management, LLC | 8,615 | $850.0K | 0.23% | +315+3.8% | Added |
| Apollon Wealth Management, LLC | 8,633 | $852.0K | 0.15% | −373−4.1% | Reduced |
| Gyon Technologies Capital Management, LP | 8,638 | $853.0K | 0.28% | −1,843−17.6% | Reduced |
| Argent Advisors, Inc. | 8,666 | $856.0K | 0.52% | +500+6.1% | Added |
| Scotia Capital Inc. | 8,695 | $858.0K | 0.01% | −2,338−21.2% | Reduced |
| First Personal Financial Services | 8,749 | $864.0K | 0.22% | +166+1.9% | Added |
| Trustcore Financial Services, LLC | 8,790 | $868.0K | 0.09% | +266+3.1% | Added |
| Financial Advisory Service, Inc. | 8,795 | $868.0K | 0.08% | +1,505+20.6% | Added |
| Chicago Capital, LLC | 8,800 | $869.0K | 0.03% | +450+5.4% | Added |
| Security National Trust Co | 8,811 | $870.0K | 0.19% | +437+5.2% | Added |
| Crestwood Advisors Group LLC | 8,824 | $871.0K | 0.03% | +719+8.9% | Added |
| Allstate Corp | 8,836 | $872.0K | 0.03% | −1,838−17.2% | Reduced |
| Chesley Taft & Associates LLC | 8,841 | $873.0K | 0.05% | +975+12.4% | Added |
| Empirical Finance, LLC | 8,850 | $874.0K | 0.14% | +1,462+19.8% | Added |
| Alpine Woods Capital Investors, LLC | 8,867 | $875.0K | 0.09% | −1,116−11.2% | Reduced |
| Keudell/Morrison Wealth Management | 8,881 | $877.0K | 0.48% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 8,904 | $879.0K | 0.27% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,903 | $879.0K | 0.03% | +1,906+27.2% | Added |
| Doheny Asset Management | 8,919 | $880.0K | 0.57% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 8,254 | $881.0K | 0.03% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 8,939 | $882.0K | 0.64% | −2,563−22.3% | Reduced |
| Wilkinson Global Asset Management LLC | 9,000 | $888.0K | 0.05% | 00.0% | Unchanged |
| Ategra Capital Management, LLC | 9,011 | $889.6K | 0.45% | −142−1.6% | Reduced |
| NVWM, LLC | 9,012 | $890.0K | 0.32% | +86+1.0% | Added |
| Bank of New Hampshire | 9,021 | $891.0K | 0.24% | +9,021 | New |
| SeaCrest Wealth Management, LLC | 9,044 | $893.0K | 0.11% | +67+0.7% | Added |
| Rehmann Capital Advisory Group | 9,075 | $895.9K | 0.09% | −59−0.6% | Reduced |
| Bowen Hanes & Co Inc | 9,079 | $896.0K | 0.03% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 9,155 | $904.0K | 0.52% | +863+10.4% | Added |
| Bryn Mawr Trust Co | 9,261 | $914.0K | 0.03% | +10.0% | Added |
| Delta Financial Advisors LLC | 9,268 | $915.0K | 0.40% | +5,718+161.1% | Added |
| Selective Wealth Management, Inc. | 9,322 | $920.0K | 0.73% | −2,890−23.7% | Reduced |
| MidWestOne Financial Group, Inc. | 9,340 | $922.0K | 0.22% | +189+2.1% | Added |
| Kempen Capital Management N.V. | 9,388 | $927.0K | 0.03% | +3,331+55.0% | Added |
| Hilltop Holdings Inc. | 9,394 | $928.0K | 0.10% | +360+4.0% | Added |
| Doyle Wealth Management | 9,440 | $932.0K | 0.08% | −25−0.3% | Reduced |
| JT Stratford LLC | 9,472 | $935.0K | 0.30% | −1,286−12.0% | Reduced |
| MAI Capital Management | 9,484 | $936.0K | 0.02% | −97−1.0% | Reduced |
| Capital Square, LLC | 9,086 | $937.0K | 0.69% | +377+4.3% | Added |
| Horizon Investment Services, LLC | 9,551 | $943.0K | 0.46% | +214+2.3% | Added |
| Madden Securities Corp | 9,586 | $946.0K | 0.49% | +20.0% | Added |
| Vontobel Holding Ltd. | 9,656 | $948.0K | 0.01% | −15,652−61.8% | Reduced |
| Perpetual Investment Management Ltd | 9,600 | $948.0K | 0.13% | +4,600+92.0% | Added |
| Old National Bancorp | 9,617 | $949.0K | 0.04% | +8+0.1% | Added |
| Wetherby Asset Management Inc | 9,632 | $951.0K | 0.06% | +1,761+22.4% | Added |
| Cresset Asset Management, LLC | 9,654 | $953.0K | 0.01% | +624+6.9% | Added |
| Wealth Alliance | 9,697 | $957.0K | 0.23% | +1,529+18.7% | Added |
| Northern Oak Wealth Management Inc | 9,722 | $960.0K | 0.12% | +723+8.0% | Added |
| Wagner Wealth Management, LLC | 9,749 | $962.0K | 0.69% | −147−1.5% | Reduced |
| First Midwest Bank Trust Division | 9,795 | $967.0K | 0.13% | −252−2.5% | Reduced |
| Marcum Wealth, LLC | 9,864 | $974.0K | 0.16% | +333+3.5% | Added |
| First National Bank & Trust Co of Newtown | 9,877 | $975.0K | 0.20% | −145−1.4% | Reduced |
| D.B. Root & Company, LLC | 9,932 | $980.0K | 0.37% | +6+0.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 9,926 | $980.0K | 0.01% | +7,049+245.0% | Added |
| Souders Financial Advisors | 9,959 | $983.0K | 0.33% | +637+6.8% | Added |
| Baldwin Investment Management, LLC | 9,990 | $986.0K | 0.17% | +9,990 | New |
| Cerity Partners LLC | 10,021 | $989.0K | 0.02% | −320−3.1% | Reduced |
| Achmea Investment Management B.V. | 10,110 | $999.0K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 10,933 | $1.00M | 0.14% | −447−3.9% | Reduced |
| Parallel Advisors, LLC | 10,135 | $1.00M | 0.04% | +3,771+59.3% | Added |
| Albion Financial Group | 10,138 | $1.00M | 0.09% | +10,138 | New |
| Paloma Partners Management Co | 10,154 | $1.00M | 0.03% | −6,547−39.2% | Reduced |
| West Chester Capital Advisors, Inc | 10,165 | $1.00M | 0.78% | −1,302−11.4% | Reduced |
| Bellecapital International Ltd. | 10,164 | $1.00M | 0.30% | −1,299−11.3% | Reduced |
| LCNB Corp | 10,261 | $1.01M | 0.51% | +1,200+13.2% | Added |
| Cadence Bank NA | 10,281 | $1.01M | 0.30% | −1,140−10.0% | Reduced |
| Convergence Investment Partners, LLC | 10,290 | $1.02M | 0.44% | −171−1.6% | Reduced |
| Conning Inc. | 10,290 | $1.02M | 0.03% | +694+7.2% | Added |
| Winton Group Ltd | 10,330 | $1.02M | 0.05% | +10,330 | New |
| CNB Bank | 10,380 | $1.02M | 0.64% | +82+0.8% | Added |
| Cornerstone Advisory, LLC | 10,385 | $1.03M | 0.17% | +667+6.9% | Added |
| Altium Wealth Management LLC | 10,400 | $1.03M | 0.08% | +527+5.3% | Added |
| Financial Partners Capital Management LLC | 10,469 | $1.03M | 0.19% | +645+6.6% | Added |
| Bayesian Capital Management, LP | 10,500 | $1.04M | 0.27% | +10,500 | New |
| Landsberg, Bennett, & Dubbaneh LLC | 10,588 | $1.04M | 0.13% | +15+0.1% | Added |
| 1st Source Bank | 10,538 | $1.04M | 0.07% | −339−3.1% | Reduced |