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 |
|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 66,000 | $6.52M | 0.38% | +66,000 | New |
| Smith, Salley & Associates | 65,392 | $6.46M | 0.52% | +8,114+14.2% | Added |
| Anchor Investment Management, LLC | 64,553 | $6.37M | 0.88% | +460+0.7% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 64,423 | $6.36M | 0.09% | +933+1.5% | Added |
| ING Groep NV | 63,930 | $6.31M | 0.10% | +12,283+23.8% | Added |
| Brookstone Capital Management | 62,123 | $6.31M | 0.11% | +11,440+22.6% | Added |
| Norinchukin Bank, The | 63,647 | $6.28M | 0.09% | −288−0.5% | Reduced |
| Oregon Public Employees Retirement Fund | 63,362 | $6.25M | 0.07% | +2,000+3.3% | Added |
| Capital Investment Advisors, LLC | 63,224 | $6.24M | 0.22% | +166+0.3% | Added |
| Raymond James Trust N.A. | 62,260 | $6.15M | 0.20% | −7,977−11.4% | Reduced |
| Beacon Financial Group | 59,183 | $6.14M | 0.88% | −806−1.3% | Reduced |
| TD Private Client Wealth LLC | 61,905 | $6.11M | 0.26% | −1,800−2.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 61,632 | $6.08M | 0.14% | +1,593+2.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 61,505 | $6.07M | 1.16% | −11,453−15.7% | Reduced |
| Central Trust Co | 61,173 | $6.04M | 0.22% | −48−0.1% | Reduced |
| Tiaa, FSB | 61,082 | $6.03M | 0.02% | −1,822−2.9% | Reduced |
| Camden National Bank | 60,060 | $5.93M | 1.12% | −587−1.0% | Reduced |
| Intact Investment Management Inc. | 59,900 | $5.91M | 0.17% | +13,400+28.8% | Added |
| Biondo Investment Advisors, LLC | 59,269 | $5.91M | 1.01% | +3,083+5.5% | Added |
| Maryland State Retirement & Pension System | 57,797 | $5.77M | 0.19% | +1,492+2.6% | Added |
| Alpha Omega Wealth Management LLC | 57,751 | $5.70M | 0.94% | +325+0.6% | Added |
| Snowden Capital Advisors LLC | 57,667 | $5.69M | 0.29% | +45,923+391.0% | Added |
| Eliot Finkel Investment Counsel, LLC | 57,489 | $5.67M | 3.65% | −70−0.1% | Reduced |
| 6 Meridian | 57,168 | $5.64M | 0.45% | +29,151+104.0% | Added |
| Dean Investment Associates, LLC | 56,538 | $5.58M | 1.03% | +31+0.1% | Added |
| Qube Research & Technologies Ltd | 55,679 | $5.50M | 0.07% | +55,679 | New |
| Jarislowsky, Fraser Ltd | 55,134 | $5.44M | 0.03% | −1,583−2.8% | Reduced |
| Ally Financial Inc. | 55,000 | $5.43M | 0.54% | 00.0% | Unchanged |
| Viking Fund Management LLC | 55,000 | $5.43M | 1.55% | 00.0% | Unchanged |
| Yaupon Capital Management LP | 54,600 | $5.39M | 3.12% | +54,600 | New |
| Steward Partners Investment Advisory, LLC | 54,291 | $5.36M | 0.09% | −11,657−17.7% | Reduced |
| First National Bank of Omaha | 54,914 | $5.30M | 0.28% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 53,434 | $5.28M | 0.34% | +1,422+2.7% | Added |
| CIBC World Markets Corp | 53,408 | $5.27M | 0.04% | −19,868−27.1% | Reduced |
| Matrix Asset Advisors Inc | 52,978 | $5.23M | 0.75% | −27,166−33.9% | Reduced |
| Meeder Asset Management Inc | 52,899 | $5.22M | 0.24% | +17,483+49.4% | Added |
| Bogart Wealth, LLC | 52,414 | $5.17M | 0.57% | +6,920+15.2% | Added |
| Highland Capital Management, LLC | 52,279 | $5.16M | 0.31% | −1,257−2.3% | Reduced |
| Marco Investment Management LLC | 52,175 | $5.15M | 0.60% | −70−0.1% | Reduced |
| GWM Advisors LLC | 52,066 | $5.14M | 0.14% | +6,088+13.2% | Added |
| Jones Road Capital Management, L.P. | 51,550 | $5.09M | 3.29% | +23,850+86.1% | Added |
| New Mexico Educational Retirement Board | 51,260 | $5.06M | 0.17% | +4,700+10.1% | Added |
| Pacer Advisors, Inc. | 51,229 | $5.06M | 0.07% | +9,082+21.5% | Added |
| Regions Financial Corp | 50,606 | $5.00M | 0.04% | −5,226−9.4% | Reduced |
| Fayez Sarofim & Co | 49,819 | $4.92M | 0.02% | +15,709+46.1% | Added |
| Dynamic Technology Lab Private Ltd | 49,483 | $4.88M | 0.49% | +49,483 | New |
| Two Sigma Investments, LP | 49,252 | $4.86M | 0.01% | −907,601−94.9% | Reduced |
| Aull & Monroe Investment Management Corp | 49,205 | $4.86M | 2.31% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 48,930 | $4.83M | 0.23% | +650+1.3% | Added |
| Illinois Municipal Retirement Fund | 48,869 | $4.82M | 0.20% | −32,087−39.6% | Reduced |
| Wealthfront Advisers LLC | 48,824 | $4.82M | 0.02% | +15,072+44.7% | Added |
| Harbour Investments, Inc. | 48,620 | $4.80M | 0.15% | +382+0.8% | Added |
| Principal Street Partners, LLC | 48,376 | $4.78M | 1.26% | −85,080−63.8% | Reduced |
| CIBC World Markets Inc. | 48,058 | $4.74M | 0.01% | +52+0.1% | Added |
| Louisiana State Employees Retirement System | 48,000 | $4.74M | 0.12% | +400+0.8% | Added |
| Insight Folios Inc | 47,954 | $4.73M | 2.78% | +1,006+2.1% | Added |
| Thompson Siegel & Walmsley LLC | 47,859 | $4.72M | 0.06% | +16,140+50.9% | Added |
| Founders Financial Alliance, LLC | 47,584 | $4.69M | 2.13% | −92−0.2% | Reduced |
| Sigma Planning Corp | 47,219 | $4.66M | 0.14% | +3,811+8.8% | Added |
| Opus Investment Management Inc | 47,200 | $4.66M | 0.70% | 00.0% | Unchanged |
| Bell Bank | 47,082 | $4.65M | 0.61% | +3,162+7.2% | Added |
| ARGI Investment Services, LLC | 47,034 | $4.64M | 0.15% | +33,313+242.8% | Added |
| Semmax Financial Advisors Inc. | 46,812 | $4.62M | 1.48% | −353−0.7% | Reduced |
| Atria Investments LLC | 46,522 | $4.59M | 0.09% | +8,971+23.9% | Added |
| Trexquant Investment LP | 46,449 | $4.58M | 0.39% | +46,449 | New |
| Walled Lake Planning & Wealth Management, LLC | 46,426 | $4.58M | 2.98% | +337+0.7% | Added |
| Moors & Cabot, Inc. | 46,241 | $4.57M | 0.32% | +2,702+6.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,952 | $4.53M | 0.08% | +4,374+10.5% | Added |
| Leavell Investment Management, Inc. | 46,254 | $4.46M | 0.36% | 00.0% | Unchanged |
| Guardian Capital LP | 45,216 | $4.46M | 0.09% | +3,400+8.1% | Added |
| Kentucky Retirement Systems | 44,793 | $4.42M | 0.21% | −1,024−2.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 44,338 | $4.38M | 0.40% | −236−0.5% | Reduced |
| Two Sigma Advisers, LP | 44,001 | $4.34M | 0.01% | −654,300−93.7% | Reduced |
| Advisory Services Network, LLC | 43,935 | $4.34M | 0.14% | −2,126−4.6% | Reduced |
| Wasatch Advisors Inc | 43,752 | $4.32M | 0.02% | −2,000−4.4% | Reduced |
| Siemens Fonds Invest GmbH | 43,625 | $4.31M | 0.51% | +1,898+4.5% | Added |
| Holderness Investments Co | 43,594 | $4.30M | 1.42% | +130.0% | Added |
| New England Asset Management Inc | 43,390 | $4.28M | 0.08% | +1,500+3.6% | Added |
| Geneos Wealth Management Inc. | 42,764 | $4.25M | 0.17% | −42,139−49.6% | Reduced |
| Armor Investment Advisors, LLC | 43,060 | $4.25M | 2.57% | +646+1.5% | Added |
| Schnieders Capital Management LLC | 43,032 | $4.25M | 1.16% | +100+0.2% | Added |
| CIBC Private Wealth Group, LLC | 42,824 | $4.23M | 0.01% | −1,909−4.3% | Reduced |
| Brown Advisory Inc | 42,548 | $4.20M | 0.01% | −316−0.7% | Reduced |
| Xponance, Inc. | 42,457 | $4.19M | 0.08% | +9,660+29.5% | Added |
| Capital Investment Advisory Services, LLC | 42,373 | $4.18M | 0.53% | −4,575−9.7% | Reduced |
| Family Legacy, Inc. | 40,505 | $4.17M | 1.86% | +134+0.3% | Added |
| Chicago Partners Investment Group LLC | 39,836 | $4.17M | 0.31% | +245+0.6% | Added |
| Commerzbank Aktiengesellschaft | 42,011 | $4.15M | 0.26% | +22,861+119.4% | Added |
| Crossmark Global Holdings, Inc. | 41,853 | $4.13M | 0.10% | −82,307−66.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 39,754 | $4.13M | 0.07% | +39,754 | New |
| Beacon Investment Advisory Services, Inc. | 41,812 | $4.13M | 0.17% | +1,409+3.5% | Added |
| Millennium Management LLC | 41,655 | $4.11M | 0.01% | −355,746−89.5% | Reduced |
| Royal Fund Management, LLC | 41,479 | $4.09M | 0.68% | −100−0.2% | Reduced |
| Birmingham Capital Management Co Inc | 41,105 | $4.06M | 1.49% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 41,105 | $4.06M | 0.03% | +3,134+8.3% | Added |
| Teza Capital Management LLC | 40,963 | $4.04M | 0.66% | +20,208+97.4% | Added |
| Windward Capital Management Co | 40,655 | $4.01M | 0.37% | +275+0.7% | Added |
| Rothschild Investment Corp | 40,609 | $4.01M | 0.32% | +261+0.6% | Added |
| Cubist Systematic Strategies, LLC | 40,331 | $3.98M | 0.04% | +24,318+151.9% | Added |
| Nordea Investment Management AB | 40,305 | $3.98M | 0.01% | −1,711−4.1% | Reduced |