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 |
|---|---|---|---|---|---|
| Mondrian Investment Partners LTD | 474,460 | $46.8M | 0.89% | −7,620−1.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 462,060 | $45.6M | 0.09% | −234,100−33.6% | Reduced |
| State of New Jersey Common Pension Fund D | 459,894 | $45.4M | 0.15% | +28,395+6.6% | Added |
| Commonwealth Equity Services, LLC | 435,741 | $43.0M | 0.11% | +20,998+5.1% | Added |
| AMP Capital Investors Ltd | 431,955 | $42.6M | 0.20% | −4,112−0.9% | Reduced |
| Voya Investment Management LLC | 427,011 | $42.2M | 0.08% | −37,845−8.1% | Reduced |
| Loomis Sayles & Co L P | 421,627 | $41.6M | 0.05% | −60,695−12.6% | Reduced |
| Commerce Bank | 414,647 | $40.9M | 0.29% | −11,090−2.6% | Reduced |
| Squarepoint Ops LLC | 411,095 | $40.6M | 0.30% | +175,039+74.2% | Added |
| Korea Investment CORP | 409,862 | $40.5M | 0.12% | −124,298−23.3% | Reduced |
| Toronto Dominion Bank | 409,251 | $40.4M | 0.06% | −45,937−10.1% | Reduced |
| Teacher Retirement System of Texas | 406,681 | $40.1M | 0.22% | +206,711+103.4% | Added |
| HighTower Advisors, LLC | 394,698 | $38.9M | 0.11% | −7,608−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 392,189 | $38.8M | 0.08% | −15,608−3.8% | Reduced |
| First Republic Investment Management, Inc. | 390,504 | $38.6M | 0.10% | −19,489−4.8% | Reduced |
| Natixis Advisors, L.P. | 388,671 | $38.4M | 0.18% | +68,761+21.5% | Added |
| US Bancorp | 383,261 | $37.8M | 0.07% | +3,342+0.9% | Added |
| Gabelli Funds LLC | 369,400 | $36.5M | 0.23% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 351,924 | $34.5M | 0.41% | −2,907−0.8% | Reduced |
| Standard Life Aberdeen plc | 339,576 | $33.5M | 0.07% | −7,468−2.2% | Reduced |
| USS Investment Management Ltd | 331,262 | $32.7M | 0.26% | +2,000+0.6% | Added |
| Fifth Third Bancorp | 329,664 | $32.5M | 0.14% | −9,802−2.9% | Reduced |
| Treasurer of the State of North Carolina | 323,987 | $32.0M | 0.19% | +12,990+4.2% | Added |
| Cincinnati Financial Corp | 310,000 | $30.6M | 0.75% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 309,850 | $30.6M | 0.96% | +8,222+2.7% | Added |
| CWM, LLC | 306,638 | $30.3M | 0.24% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 303,171 | $29.9M | 0.15% | +241,729+393.4% | Added |
| Umb Bank N A | 302,074 | $29.8M | 0.68% | −2,414−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 292,706 | $28.9M | 0.16% | +43,189+17.3% | Added |
| Bruce & Co., Inc. | 297,500 | $28.8M | 5.50% | −500−0.2% | Reduced |
| Magellan Asset Management Ltd | 286,002 | $28.2M | 0.06% | −22,469−7.3% | Reduced |
| MUFG Securities EMEA plc | 281,000 | $27.7M | 0.30% | +26,000+10.2% | Added |
| Bank of Nova Scotia | 276,649 | $27.3M | 0.05% | −179,442−39.3% | Reduced |
| Mayflower Financial Advisors, LLC | 276,374 | $27.3M | 3.82% | −788−0.3% | Reduced |
| STRS Ohio | 273,663 | $27.0M | 0.10% | −16,719−5.8% | Reduced |
| Royal London Asset Management Ltd | 270,623 | $26.7M | 0.11% | −3,180−1.2% | Reduced |
| Kayne Anderson Capital Advisors LP | 260,916 | $25.8M | 0.75% | −15,325−5.5% | Reduced |
| Comerica Bank | 238,989 | $25.5M | 0.15% | +9,449+4.1% | Added |
| Edgar Lomax Co | 255,571 | $25.2M | 1.57% | −11,325−4.2% | Reduced |
| Bollard Group LLC | 253,570 | $25.0M | 0.79% | +9,032+3.7% | Added |
| Taconic Capital Advisors LP | 249,900 | $24.7M | 0.80% | +44,000+21.4% | Added |
| Aviva PLC | 247,849 | $24.5M | 0.11% | +2,910+1.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 247,696 | $24.5M | 0.05% | −4,163,541−94.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 246,790 | $24.4M | 0.27% | +13,113+5.6% | Added |
| Mariner, LLC | 245,350 | $24.2M | 0.15% | +73,568+42.8% | Added |
| Deprince Race & Zollo Inc | 242,914 | $24.0M | 0.61% | −8,488−3.4% | Reduced |
| M&T Bank Corp | 239,595 | $23.7M | 0.10% | −25,515−9.6% | Reduced |
| Crawford Investment Counsel Inc | 228,936 | $22.6M | 0.46% | +15,776+7.4% | Added |
| American International Group, Inc. | 225,054 | $22.2M | 0.09% | −2,365−1.0% | Reduced |
| Payden & Rygel | 221,809 | $21.9M | 1.04% | −163,427−42.4% | Reduced |
| Amalgamated Bank | 217,205 | $21.4M | 0.17% | +176,750+436.9% | Added |
| Synovus Financial Corp | 216,561 | $21.4M | 0.21% | +756+0.4% | Added |
| Arizona State Retirement System | 215,361 | $21.3M | 0.17% | +7,965+3.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 213,027 | $21.0M | 0.06% | +15,331+7.8% | Added |
| Assenagon Asset Management S.A. | 210,400 | $20.8M | 0.09% | +210,400 | New |
| Schroder Investment Management Group | 209,819 | $20.7M | 0.03% | +8,123+4.0% | Added |
| Captrust Financial Advisors | 202,880 | $20.0M | 0.19% | −2,148−1.0% | Reduced |
| Creative Planning | 201,620 | $19.9M | 0.04% | −13,119−6.1% | Reduced |
| Sabal Trust CO | 201,555 | $19.9M | 1.44% | +6,457+3.3% | Added |
| Guggenheim Capital LLC | 200,367 | $19.8M | 0.12% | −24,456−10.9% | Reduced |
| CIBC Asset Management Inc | 198,934 | $19.6M | 0.08% | −10,924−5.2% | Reduced |
| State of Michigan Retirement System | 193,370 | $19.1M | 0.11% | +500+0.3% | Added |
| Avalon Investment & Advisory | 191,475 | $18.9M | 0.42% | −31,257−14.0% | Reduced |
| Vestcor Inc | 191,468 | $18.9M | 0.64% | +66,704+53.5% | Added |
| Robeco Institutional Asset Management B.V. | 190,765 | $18.8M | 0.04% | +56,720+42.3% | Added |
| Calamos Advisors LLC | 190,689 | $18.8M | 0.09% | +43,370+29.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 187,655 | $18.5M | 0.23% | +83,324+79.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 186,915 | $18.5M | 0.09% | −3,821−2.0% | Reduced |
| Martingale Asset Management L P | 183,386 | $18.1M | 0.21% | +147,177+406.5% | Added |
| Liberty One Investment Management, LLC | 180,211 | $17.8M | 3.01% | +1,958+1.1% | Added |
| Godsey & Gibb Associates | 179,191 | $17.7M | 10.57% | +3,339+1.9% | Added |
| MetLife Investment Management | 178,339 | $17.6M | 0.15% | −4,832−2.6% | Reduced |
| Swiss Life Asset Management Ltd | 201,309 | $17.2M | 0.23% | −17,753−8.1% | Reduced |
| Thomasville National Bank | 173,783 | $17.2M | 1.82% | +15,796+10.0% | Added |
| Hyman Charles D | 171,499 | $16.9M | 1.18% | −2,736−1.6% | Reduced |
| Susquehanna Fundamental Investments, LLC | 169,737 | $16.8M | 0.31% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 168,008 | $16.6M | 0.06% | +5,573+3.4% | Added |
| CWA Asset Management Group, LLC | 166,013 | $16.5M | 1.34% | +15,479+10.3% | Added |
| Hennessy Advisors Inc | 167,087 | $16.5M | 0.92% | −9,400−5.3% | Reduced |
| Van Eck Associates Corp | 165,077 | $16.3M | 0.04% | +18,152+12.4% | Added |
| Cornerstone Capital, Inc. | 163,377 | $16.1M | 1.83% | +920+0.6% | Added |
| Susquehanna International Group, LLP | 161,027 | $15.9M | 0.02% | −18,110−10.1% | Reduced |
| Janus Henderson Group PLC | 160,308 | $15.8M | 0.01% | −14,628−8.4% | Reduced |
| Willis Investment Counsel | 158,750 | $15.7M | 0.93% | −4,900−3.0% | Reduced |
| Nomura Asset Management Co Ltd | 157,637 | $15.6M | 0.09% | +6,666+4.4% | Added |
| Gulf International Bank (UK) Ltd | 155,734 | $15.4M | 0.20% | +9,428+6.4% | Added |
| Penserra Capital Management LLC | 155,496 | $15.3M | 0.28% | +45,779+41.7% | Added |
| Financial Counselors Inc | 154,986 | $15.3M | 0.33% | +1,148+0.7% | Added |
| Huntington National Bank | 154,621 | $15.3M | 0.15% | +12,762+9.0% | Added |
| Tocqueville Asset Management L.P. | 154,526 | $15.3M | 0.22% | −120.0% | Reduced |
| State of Alaska, Department of Revenue | 153,621 | $15.2M | 0.15% | +6,253+4.2% | Added |
| Forsta Ap-Fonden | 151,400 | $14.9M | 0.18% | +30,300+25.0% | Added |
| Independent Advisor Alliance | 151,066 | $14.9M | 0.82% | +133+0.1% | Added |
| Alberta Investment Management Corp | 150,872 | $14.9M | 0.12% | −2,600−1.7% | Reduced |
| Canal Insurance CO | 150,166 | $14.8M | 5.23% | 00.0% | Unchanged |
| SEI Investments Co | 147,898 | $14.6M | 0.03% | +33,138+28.9% | Added |
| Colonial Trust Advisors | 147,403 | $14.6M | 1.78% | −167−0.1% | Reduced |
| Utah Retirement Systems | 146,686 | $14.5M | 0.19% | +5,500+3.9% | Added |
| Carroll Financial Associates, Inc. | 145,864 | $14.4M | 0.81% | −4,388−2.9% | Reduced |
| Westpac Banking Corp | 145,325 | $14.3M | 0.14% | −21,927−13.1% | Reduced |