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 |
|---|---|---|---|---|---|
| First Bank & Trust | 23,863 | $2.35M | 1.14% | −188−0.8% | Reduced |
| Chemung Canal Trust Co | 23,833 | $2.35M | 0.45% | −20−0.1% | Reduced |
| Pegasus Asset Management, Inc. | 23,722 | $2.34M | 1.09% | +652+2.8% | Added |
| Silvercrest Asset Management Group LLC | 23,681 | $2.34M | 0.02% | −111−0.5% | Reduced |
| Simmons Bank | 23,411 | $2.31M | 0.17% | −473−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 23,341 | $2.30M | 0.11% | +2,637+12.7% | Added |
| Mechanics Bank Trust Department | 23,249 | $2.29M | 0.38% | −1,073−4.4% | Reduced |
| National Asset Management, Inc. | 23,032 | $2.27M | 0.07% | −2,049−8.2% | Reduced |
| Trust Co of Toledo NA | 22,992 | $2.27M | 0.38% | +478+2.1% | Added |
| Icon Advisers Inc | 22,900 | $2.26M | 0.37% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 22,896 | $2.26M | 0.21% | +29+0.1% | Added |
| Ontario Teachers Pension Plan Board | 22,879 | $2.26M | 0.03% | +18,248+394.0% | Added |
| IFG Advisory, LLC | 22,791 | $2.25M | 0.25% | +724+3.3% | Added |
| American Assets Investment Management, LLC | 22,666 | $2.24M | 0.29% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 22,496 | $2.22M | 0.74% | +636+2.9% | Added |
| Sowell Financial Services LLC | 22,485 | $2.22M | 0.15% | −20,307−47.5% | Reduced |
| Advisor Partners LLC | 22,468 | $2.22M | 0.15% | −152−0.7% | Reduced |
| Journey Advisory Group, LLC | 22,454 | $2.22M | 0.71% | −248−1.1% | Reduced |
| Banque Cantonale Vaudoise | 22,284 | $2.20M | 0.10% | −6,342−22.2% | Reduced |
| CCLA Investment Management Ltd | 22,199 | $2.19M | 0.04% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | – | $2.18M | 0.72% | – | – |
| Pendal Group Limited | 21,980 | $2.17M | 0.02% | −15,573−41.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 21,945 | $2.17M | 0.75% | +321+1.5% | Added |
| Veritable, L.P. | 21,923 | $2.16M | 0.03% | −493−2.2% | Reduced |
| Tdam USA Inc. | 20,564 | $2.16M | 0.13% | +241+1.2% | Added |
| Bank of Hawaii | 21,847 | $2.16M | 0.12% | −2,042−8.5% | Reduced |
| FinTrust Capital Advisors, LLC | 21,751 | $2.15M | 0.57% | +1,677+8.4% | Added |
| Citizens Financial Group Inc | 21,729 | $2.15M | 0.09% | −336−1.5% | Reduced |
| Strategy Asset Managers LLC | 21,732 | $2.15M | 0.45% | +136+0.6% | Added |
| Nicholas Hoffman & Company, LLC. | 21,678 | $2.14M | 0.39% | −152−0.7% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 21,654 | $2.14M | 1.88% | −1,017−4.5% | Reduced |
| IBM Retirement Fund | 21,642 | $2.14M | 0.17% | −3,339−13.4% | Reduced |
| Lee Danner & Bass Inc | 21,638 | $2.14M | 0.19% | −835−3.7% | Reduced |
| Salem Investment Counselors Inc | 21,585 | $2.13M | 0.12% | −556−2.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 21,380 | $2.11M | 1.26% | +244+1.2% | Added |
| Proequities, Inc. | 21,330 | $2.10M | 0.13% | +817+4.0% | Added |
| Spire Wealth Management | 21,279 | $2.10M | 0.06% | −6,752−24.1% | Reduced |
| Symphony Financial, Ltd. Co. | 21,087 | $2.08M | 0.71% | +6,510+44.7% | Added |
| Bank Ozk | 21,015 | $2.07M | 0.92% | −498−2.3% | Reduced |
| Merit Financial Group, LLC | 21,005 | $2.07M | 0.19% | +274+1.3% | Added |
| Pinnacle Associates Ltd | 20,994 | $2.07M | 0.04% | −1,250−5.6% | Reduced |
| Wade G W & Inc | 20,844 | $2.06M | 0.10% | −2,258−9.8% | Reduced |
| Physicians Financial Services, Inc. | 20,833 | $2.06M | 0.84% | −941−4.3% | Reduced |
| Principle Wealth Partners LLC | 20,682 | $2.04M | 0.23% | −535−2.5% | Reduced |
| Inscription Capital, LLC | 20,682 | $2.04M | 0.23% | +20,682 | New |
| Norway Savings Bank | 20,477 | $2.02M | 0.98% | +384+1.9% | Added |
| Miller Howard Investments Inc | 20,448 | $2.02M | 0.08% | +188+0.9% | Added |
| Boston Private Wealth LLC | 20,418 | $2.02M | 0.03% | −119−0.6% | Reduced |
| Live Oak Private Wealth LLC | 20,238 | $2.00M | 0.44% | +17,417+617.4% | Added |
| MD Financial Management Inc. | 20,198 | $1.99M | 0.06% | +20,198 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 20,021 | $1.98M | 0.21% | −883−4.2% | Reduced |
| Valeo Financial Advisors, LLC | 20,013 | $1.98M | 0.12% | −109−0.5% | Reduced |
| Shepherd Financial Partners LLC | 20,019 | $1.98M | 0.38% | +279+1.4% | Added |
| Bailard, Inc. | 20,010 | $1.98M | 0.07% | +1,984+11.0% | Added |
| Tower Research Capital LLC (TRC) | 19,783 | $1.95M | 0.05% | −77,986−79.8% | Reduced |
| Wedbush Securities Inc | 19,779 | $1.95M | 0.09% | −40−0.2% | Reduced |
| Excalibur Management Corp | 19,773 | $1.95M | 0.88% | −418−2.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 19,665 | $1.94M | 0.31% | +10.0% | Added |
| London Co of Virginia | 19,551 | $1.93M | 0.01% | +218+1.1% | Added |
| KMG Fiduciary Partners, LLC | 19,515 | $1.93M | 0.34% | +890+4.8% | Added |
| Altavista Wealth Management, Inc. | 19,503 | $1.93M | 0.42% | +2,500+14.7% | Added |
| Lincoln National Corp | 19,436 | $1.92M | 0.04% | +68+0.4% | Added |
| Taylor Hoffman Wealth Management | 19,422 | $1.92M | 0.83% | −2,188−10.1% | Reduced |
| NTV Asset Management LLC | 19,326 | $1.91M | 0.34% | +600+3.2% | Added |
| Acadian Asset Management LLC | 19,287 | $1.90M | 0.01% | −5,092−20.9% | Reduced |
| IFP Advisors, Inc | 19,295 | $1.90M | 0.04% | +1,178+6.5% | Added |
| BerganKDV Wealth Management, LLC | 19,267 | $1.90M | 0.23% | +258+1.4% | Added |
| Naples Global Advisors, LLC | 19,245 | $1.90M | 0.26% | +30.0% | Added |
| Heritage Investors Management Corp | 19,195 | $1.90M | 0.08% | −135−0.7% | Reduced |
| Successful Portfolios LLC | 19,182 | $1.89M | 1.15% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 19,115 | $1.89M | 0.77% | −255−1.3% | Reduced |
| Community Bank of Raymore | 19,001 | $1.88M | 0.60% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 18,918 | $1.87M | 0.06% | −1,309−6.5% | Reduced |
| Lido Advisors, LLC | 18,919 | $1.87M | 0.05% | +4,615+32.3% | Added |
| Parsec Financial Management, Inc. | 18,851 | $1.86M | 0.09% | −1,195−6.0% | Reduced |
| Old Dominion Capital Management Inc | 18,776 | $1.85M | 0.40% | +435+2.4% | Added |
| Aspire Private Capital, LLC | 18,656 | $1.84M | 0.59% | −1,061−5.4% | Reduced |
| Quinn Opportunity Partners LLC | 18,594 | $1.84M | 0.11% | −6,500−25.9% | Reduced |
| Seven Springs Wealth Group, LLC | 18,568 | $1.83M | 0.79% | +2,153+13.1% | Added |
| Pettyjohn, Wood & White, Inc | 18,370 | $1.81M | 0.41% | −889−4.6% | Reduced |
| Bradley Foster & Sargent Inc | 18,262 | $1.80M | 0.04% | −76−0.4% | Reduced |
| Shoker Investment Counsel, Inc. | 18,149 | $1.79M | 0.89% | +360+2.0% | Added |
| First Manhattan Co | 18,116 | $1.79M | 0.01% | +237+1.3% | Added |
| Ipswich Investment Management Co., Inc. | 18,002 | $1.78M | 0.45% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,964 | $1.77M | 0.00% | +355+2.0% | Added |
| Soltis Investment Advisors LLC | 17,827 | $1.76M | 0.28% | +2,512+16.4% | Added |
| First City Capital Management, Inc. | 16,527 | $1.75M | 0.96% | −15−0.1% | Reduced |
| Shelton Capital Management | 17,681 | $1.75M | 0.07% | +10.0% | Added |
| FourThought Financial, LLC | 17,667 | $1.74M | 0.23% | +464+2.7% | Added |
| SG3 Management, LLC | 17,650 | $1.74M | 0.74% | +15,650+782.5% | Added |
| Columbia Asset Management | 17,638 | $1.74M | 0.39% | −4,936−21.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,622 | $1.74M | 0.76% | +530+3.1% | Added |
| Evermay Wealth Management LLC | 17,582 | $1.74M | 0.32% | −75−0.4% | Reduced |
| Good Life Advisors, LLC | 17,510 | $1.73M | 0.33% | +1,826+11.6% | Added |
| BP PLC | 17,200 | $1.70M | 0.07% | −6,364−27.0% | Reduced |
| Rafferty Asset Management, LLC | 17,172 | $1.70M | 0.01% | +2,223+14.9% | Added |
| Buckhead Capital Management LLC | 17,121 | $1.69M | 0.38% | +154+0.9% | Added |
| Stock Yards Bank & Trust Co | 17,100 | $1.69M | 0.11% | −11−0.1% | Reduced |
| Lakeview Capital Partners, LLC | 17,039 | $1.68M | 0.74% | +540+3.3% | Added |
| J.W. Cole Advisors, Inc. | 16,929 | $1.67M | 0.13% | +1,697+11.1% | Added |