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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Bruderman Asset Management, LLC | 143,739 | $14.2M | 4.40% | +1,651+1.2% | Added |
| British Columbia Investment Management Corp | 142,229 | $14.0M | 0.09% | +21,566+17.9% | Added |
| Beck Mack & Oliver LLC | 142,027 | $14.0M | 0.37% | −12,073−7.8% | Reduced |
| Fort Washington Investment Advisors Inc | 141,507 | $14.0M | 0.12% | +175+0.1% | Added |
| Davenport & Co LLC | 141,478 | $14.0M | 0.11% | +20,660+17.1% | Added |
| Oppenheimer Asset Management Inc. | 139,596 | $13.8M | 0.20% | +10,870+8.4% | Added |
| Teachers Retirement System of the State of Kentucky | 135,816 | $13.4M | 0.12% | +79,620+141.7% | Added |
| Janney Capital Management LLC | 133,322 | $13.2M | 0.84% | −1,679−1.2% | Reduced |
| Man Group plc | 129,693 | $12.8M | 0.05% | +117,630+975.1% | Added |
| Public Employees Retirement Association of Colorado | 129,686 | $12.8M | 0.06% | +1,032+0.8% | Added |
| Citadel Advisors LLC | 129,140 | $12.7M | 0.01% | −309,767−70.6% | Reduced |
| Texas Permanent School Fund | 127,790 | $12.6M | 0.15% | −563−0.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 127,371 | $12.6M | 0.07% | −43,880−25.6% | Reduced |
| Sadoff Investment Management LLC | 124,453 | $12.3M | 0.82% | −1,829−1.4% | Reduced |
| Meyer Handelman Co | 123,537 | $12.2M | 0.48% | 00.0% | Unchanged |
| Guardian Capital Advisors LP | 121,894 | $12.1M | 1.24% | +1,636+1.4% | Added |
| Fukoku Mutual Life Insurance Co | 122,550 | $12.1M | 0.97% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 121,855 | $12.0M | 0.17% | +72,833+148.6% | Added |
| Hudson Bay Capital Management LP | 121,000 | $11.9M | 0.15% | +121,000 | New |
| Mackay Shields LLC | 120,726 | $11.9M | 0.11% | −16,495−12.0% | Reduced |
| Public Sector Pension Investment Board | 120,583 | $11.9M | 0.08% | −56,110−31.8% | Reduced |
| MML Investors Services, LLC | 118,110 | $11.7M | 0.10% | +6,454+5.8% | Added |
| Maryland Capital Management | 116,750 | $11.5M | 0.70% | +2,362+2.1% | Added |
| Pinnacle Financial Partners Inc | 116,533 | $11.5M | 0.47% | +2,388+2.1% | Added |
| Pinnacle Wealth Advisors | 116,533 | $11.5M | 0.47% | +116,533 | New |
| Woodmont Investment Counsel LLC | 116,406 | $11.5M | 1.81% | −709−0.6% | Reduced |
| Redpoint Investment Management Pty Ltd | 115,854 | $11.4M | 0.93% | −26,468−18.6% | Reduced |
| ProShare Advisors LLC | 112,811 | $11.1M | 0.03% | +9,119+8.8% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 108,881 | $10.7M | 0.79% | +108,881 | New |
| Blair William & Co | 108,639 | $10.7M | 0.04% | −10,765−9.0% | Reduced |
| South Dakota Investment Council | 108,601 | $10.7M | 0.19% | −19,990−15.5% | Reduced |
| Virginia Retirement Systems Et Al | 108,000 | $10.7M | 0.10% | −400−0.4% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 105,578 | $10.4M | 3.08% | +723+0.7% | Added |
| Exchange Traded Concepts, LLC | 105,546 | $10.4M | 0.33% | +54,509+106.8% | Added |
| Gratus Capital LLC | 104,306 | $10.3M | 1.14% | +9,324+9.8% | Added |
| Randolph Co Inc | 103,892 | $10.3M | 1.33% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 101,991 | $10.1M | 0.13% | +20,952+25.9% | Added |
| Mutual of America Capital Management LLC | 100,400 | $9.91M | 0.10% | +971+1.0% | Added |
| Caption Management, LLC | 100,000 | $9.87M | 0.89% | +100,000 | New |
| Claar Advisors LLC | 99,500 | $9.82M | 2.93% | −20,500−17.1% | Reduced |
| FineMark National Bank & Trust | 99,323 | $9.80M | 0.40% | −1,458−1.4% | Reduced |
| AE Wealth Management LLC | 98,866 | $9.76M | 0.09% | +13,183+15.4% | Added |
| SageGuard Financial Group, LLC | 97,765 | $9.65M | 4.38% | −24,892−20.3% | Reduced |
| Allianz Asset Management GmbH | 97,689 | $9.64M | 0.01% | −16,325−14.3% | Reduced |
| Arbor Wealth Management, LLC | 97,076 | $9.58M | 2.36% | +4,962+5.4% | Added |
| IFM Investors Pty Ltd | 96,971 | $9.57M | 0.20% | +19,810+25.7% | Added |
| Oppenheimer & Co Inc | 95,858 | $9.46M | 0.17% | −13,544−12.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 95,313 | $9.41M | 0.02% | +13,887+17.1% | Added |
| Farmers & Merchants Investments Inc | 94,905 | $9.37M | 0.42% | 00.0% | Unchanged |
| Cullinan Associates Inc | 94,743 | $9.35M | 0.52% | +22,355+30.9% | Added |
| Metropolitan Life Insurance Co | 93,561 | $9.24M | 0.13% | −713−0.8% | Reduced |
| Eaton Vance Management | 92,434 | $9.13M | 0.01% | +7,895+9.3% | Added |
| Morgan Dempsey Capital Management LLC | 92,404 | $9.12M | 2.86% | −3,617−3.8% | Reduced |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 90,902 | $8.97M | 2.09% | −105,000−53.6% | Reduced |
| Linscomb & Williams, Inc. | 89,828 | $8.87M | 0.45% | +2,988+3.4% | Added |
| Kestra Advisory Services, LLC | 89,742 | $8.86M | 0.10% | −284−0.3% | Reduced |
| D.A. Davidson & Co. | 89,405 | $8.83M | 0.10% | −806−0.9% | Reduced |
| KBC Group NV | 89,241 | $8.81M | 0.03% | +10,147+12.8% | Added |
| Eagle Asset Management Inc | 88,864 | $8.77M | 0.04% | +15,669+21.4% | Added |
| Lockheed Martin Investment Management Co | 88,440 | $8.73M | 0.46% | −25,270−22.2% | Reduced |
| Stephens Inc | 88,196 | $8.71M | 0.13% | +3,140+3.7% | Added |
| Securian Asset Management, Inc | 86,966 | $8.59M | 0.17% | +1,456+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 86,928 | $8.58M | 0.02% | +8,925+11.4% | Added |
| Jones Financial Companies LLLP | 85,331 | $8.42M | 0.01% | −4,233−4.7% | Reduced |
| South State Corp. | 84,303 | $8.32M | 0.72% | −1,531−1.8% | Reduced |
| Welch & Forbes LLC | 83,980 | $8.29M | 0.14% | +1,820+2.2% | Added |
| FIL Ltd | 82,785 | $8.17M | 0.01% | −50.0% | Reduced |
| ARS Wealth Advisors, LLC | 82,090 | $8.10M | 1.46% | +3,361+4.3% | Added |
| Private Advisor Group, LLC | 81,512 | $8.05M | 0.07% | −2,219−2.7% | Reduced |
| Hartford Investment Management Co | 81,106 | $8.01M | 0.20% | −2,983−3.5% | Reduced |
| Moody National Bank Trust Division | 80,782 | $7.97M | 0.16% | −285−0.4% | Reduced |
| Keybank National Association | 80,297 | $7.93M | 0.03% | −1,823−2.2% | Reduced |
| Energy Income Partners, LLC | 79,749 | $7.87M | 0.19% | −42,163−34.6% | Reduced |
| Patten & Patten Inc | 78,627 | $7.76M | 0.59% | +242+0.3% | Added |
| Nissay Asset Management Corp | 76,321 | $7.53M | 0.07% | +7,053+10.2% | Added |
| Tufton Capital Management | 73,187 | $7.22M | 1.19% | −2,617−3.5% | Reduced |
| Symons Capital Management Inc | 72,687 | $7.17M | 4.09% | −3,248−4.3% | Reduced |
| Laurel Wealth Advisors LLC | 72,356 | $7.14M | 1.59% | +982+1.4% | Added |
| First PREMIER Bank | 72,117 | $7.12M | 2.05% | −625−0.9% | Reduced |
| United Capital Financial Advisers, LLC | 71,778 | $7.09M | 0.04% | +6,991+10.8% | Added |
| Colony Group LLC | 71,689 | $7.08M | 0.14% | +533+0.7% | Added |
| B. Riley Wealth Management, Inc. | 71,681 | $7.08M | 0.78% | −941−1.3% | Reduced |
| Wesbanco Bank Inc | 71,377 | $7.05M | 0.26% | +2,581+3.8% | Added |
| Worldquant Millennium Advisors LLC | 71,352 | $7.04M | 0.16% | +41,034+135.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 71,304 | $7.04M | 0.04% | +52,914+287.7% | Added |
| American National Insurance Co | 70,935 | $7.00M | 0.26% | −64−0.1% | Reduced |
| Greystone Financial Group, LLC | 70,693 | $6.98M | 1.74% | +384+0.5% | Added |
| First Citizens Bank & Trust Co | 70,396 | $6.95M | 0.33% | −3,659−4.9% | Reduced |
| Fort Pitt Capital Group, LLC | 70,089 | $6.92M | 0.28% | +2,335+3.4% | Added |
| MUFG Americas Holdings Corp | 69,755 | $6.89M | 0.13% | +1,111+1.6% | Added |
| Mercer Global Advisors Inc | 69,388 | $6.85M | 0.05% | +2,472+3.7% | Added |
| Glenmede Trust Co NA | 68,884 | $6.80M | 0.04% | +7,577+12.4% | Added |
| Atlantic Union Bankshares Corp | 68,749 | $6.79M | 0.66% | −11,099−13.9% | Reduced |
| Nachman Norwood & Parrott, Inc | 67,720 | $6.69M | 0.68% | +122+0.2% | Added |
| Estabrook Capital Management | 67,537 | $6.67M | 1.01% | −330−0.5% | Reduced |
| Cetera Investment Advisers | 66,863 | $6.60M | 0.11% | +7,231+12.1% | Added |
| Cincinnati Casualty Co | 66,300 | $6.54M | 3.89% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 66,186 | $6.53M | 0.13% | −413−0.6% | Reduced |
| BCM Advisors, LLC | 62,824 | $6.53M | 1.77% | −372−0.6% | Reduced |
| United Fire Group Inc | 66,056 | $6.52M | 3.32% | 00.0% | Unchanged |