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 |
|---|---|---|---|---|---|
| King Luther Capital Management Corp | 16,926 | $1.67M | 0.01% | +10,198+151.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 16,901 | $1.67M | 0.16% | +533+3.3% | Added |
| Premier Fund Managers Ltd | 17,000 | $1.67M | 0.06% | −1,000−5.6% | Reduced |
| Comerica Securities,inc. | 16,860 | $1.66M | 0.13% | +140+0.8% | Added |
| Cornerstone Wealth Group, LLC | 15,968 | $1.66M | 0.34% | +82+0.5% | Added |
| American Portfolios Advisors | 16,777 | $1.66M | 0.06% | +454+2.8% | Added |
| Financial Architects, Inc | 16,463 | $1.63M | 0.23% | −64−0.4% | Reduced |
| Green Square Capital Advisors LLC | 16,460 | $1.63M | 0.45% | +1,901+13.1% | Added |
| SWS Partners | 16,452 | $1.62M | 1.06% | −766−4.4% | Reduced |
| Moloney Securities Asset Management, LLC | 16,401 | $1.62M | 0.29% | +639+4.1% | Added |
| Palladium Partners LLC | 16,266 | $1.61M | 0.08% | +186+1.2% | Added |
| Brown Brothers Harriman & Co | 16,221 | $1.60M | 0.01% | −680−4.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 16,221 | $1.60M | 0.34% | +253+1.6% | Added |
| Los Angeles Capital Management LLC | 16,196 | $1.60M | 0.01% | −1,054−6.1% | Reduced |
| Smith, Moore & Co. | 16,169 | $1.60M | 0.24% | −1,424−8.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 16,053 | $1.58M | 0.52% | +929+6.1% | Added |
| Stonebridge Capital Advisors LLC | 16,005 | $1.58M | 0.19% | +1,242+8.4% | Added |
| Neville Rodie & Shaw Inc | 15,819 | $1.56M | 0.12% | 00.0% | Unchanged |
| Trust Co of Vermont | 15,820 | $1.56M | 0.11% | +177+1.1% | Added |
| Spirit of America Management Corp | 15,750 | $1.56M | 0.33% | +950+6.4% | Added |
| Ingalls & Snyder LLC | 15,737 | $1.55M | 0.07% | −350−2.2% | Reduced |
| WealthTrust Axiom LLC | 15,697 | $1.55M | 0.50% | −400−2.5% | Reduced |
| WealthShield Partners, LLC | 15,608 | $1.54M | 0.24% | −3,567−18.6% | Reduced |
| Certified Advisory Corp | 15,515 | $1.53M | 0.39% | +2,956+23.5% | Added |
| Sumitomo Life Insurance Co | 15,503 | $1.53M | 0.05% | −2,650−14.6% | Reduced |
| Greenline Partners, LLC | 15,488 | $1.53M | 0.31% | +1,368+9.7% | Added |
| Guardian Investment Management | 15,475 | $1.53M | 1.04% | −4,450−22.3% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 15,467 | $1.53M | 0.32% | −253−1.6% | Reduced |
| Beacon Pointe Advisors, LLC | 15,463 | $1.53M | 0.05% | +10,334+201.5% | Added |
| Franklin Street Advisors Inc | 15,324 | $1.51M | 0.13% | −692−4.3% | Reduced |
| Balasa Dinverno & Foltz LLC | 15,306 | $1.51M | 0.11% | +7,936+107.7% | Added |
| Laurel Wealth Advisors, Inc. | 15,279 | $1.51M | 0.20% | −188−1.2% | Reduced |
| Fiduciary Trust Co | 15,291 | $1.51M | 0.03% | +3,301+27.5% | Added |
| First Dallas Securities Inc. | 15,266 | $1.51M | 0.99% | −150−1.0% | Reduced |
| Segall Bryant & Hamill, LLC | 15,201 | $1.50M | 0.01% | −200−1.3% | Reduced |
| Nepsis, Inc. | 15,181 | $1.50M | 0.47% | −130−0.8% | Reduced |
| United Bank | 15,160 | $1.50M | 1.01% | −715−4.5% | Reduced |
| Schmidt P J Investment Management Inc | 14,330 | $1.50M | 0.30% | +612+4.5% | Added |
| Aviance Capital Partners, LLC | 15,095 | $1.49M | 0.26% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 15,045 | $1.49M | 0.96% | +15,045 | New |
| Clearbridge Investments, LLC | 14,870 | $1.47M | 0.00% | −89−0.6% | Reduced |
| First National Trust Co | 14,824 | $1.46M | 0.09% | +1,143+8.4% | Added |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.45M | 0.19% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 14,714 | $1.45M | 0.08% | +473+3.3% | Added |
| Private Wealth Partners, LLC | 14,663 | $1.45M | 0.13% | +150+1.0% | Added |
| Bull Street Advisors, LLC | 14,658 | $1.45M | 0.77% | 00.0% | Unchanged |
| Folger Nolan Fleming Douglas Capital Management, Inc | 14,599 | $1.44M | 0.17% | −168−1.1% | Reduced |
| HighPoint Advisor Group LLC | 14,555 | $1.44M | 0.14% | +1,048+7.8% | Added |
| Buckingham Strategic Wealth, LLC | 14,518 | $1.43M | 0.03% | +6,342+77.6% | Added |
| Parcion Private Wealth LLC | 14,363 | $1.42M | 0.14% | 00.0% | Unchanged |
| Private Trust Co NA | 14,327 | $1.41M | 0.21% | +324+2.3% | Added |
| Alley Co LLC | 14,234 | $1.41M | 0.26% | +71+0.5% | Added |
| Carnegie Capital Asset Management, LLC | 14,229 | $1.40M | 0.05% | −64−0.4% | Reduced |
| Dynamic Advisor Solutions LLC | 14,226 | $1.40M | 0.11% | +354+2.6% | Added |
| Heritage Trust Co | 14,204 | $1.40M | 0.20% | −1,263−8.2% | Reduced |
| Tower Bridge Advisors | 14,176 | $1.40M | 0.09% | −756−5.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,147 | $1.40M | 0.89% | −604−4.1% | Reduced |
| Patton Albertson Miller Group, LLC | 14,142 | $1.40M | 0.32% | −1,601−10.2% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 14,141 | $1.40M | 0.35% | +598+4.4% | Added |
| Ashfield Capital Partners, LLC | 14,130 | $1.40M | 0.10% | −41−0.3% | Reduced |
| AMG National Trust Bank | 14,109 | $1.39M | 0.04% | −4,237−23.1% | Reduced |
| M Holdings Securities, Inc. | 14,047 | $1.39M | 0.14% | −674−4.6% | Reduced |
| Regentatlantic Capital LLC | 14,015 | $1.38M | 0.04% | +862+6.6% | Added |
| Signaturefd, LLC | 13,981 | $1.38M | 0.06% | −1,006−6.7% | Reduced |
| We Are One Seven, LLC | 13,927 | $1.38M | 0.19% | +2,840+25.6% | Added |
| Fundamentun, LLC | 13,919 | $1.37M | 0.38% | +723+5.5% | Added |
| Hartford Financial Management Inc. | 13,898 | $1.37M | 0.34% | −17−0.1% | Reduced |
| Nomura Holdings Inc | 13,859 | $1.37M | 0.01% | +13,859 | New |
| Welch Group, LLC | 13,777 | $1.36M | 0.09% | +89+0.7% | Added |
| Mutual Advisors, LLC | 13,581 | $1.34M | 0.08% | −959−6.6% | Reduced |
| First Horizon Advisors, Inc. | 13,378 | $1.32M | 0.07% | +205+1.6% | Added |
| Grove Bank & Trust | 13,327 | $1.32M | 0.28% | +322+2.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 13,273 | $1.31M | 0.00% | +5,036+61.1% | Added |
| Peoples Financial Services Corp. | 13,051 | $1.29M | 0.54% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 13,009 | $1.28M | 0.19% | +2,148+19.8% | Added |
| Forte Capital LLC | 12,938 | $1.28M | 0.17% | +258+2.0% | Added |
| IHT Wealth Management, LLC | 12,927 | $1.28M | 0.08% | −284−2.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 12,800 | $1.26M | 0.00% | −83,208−86.7% | Reduced |
| Belpointe Asset Management LLC | 12,772 | $1.26M | 0.09% | +1,118+9.6% | Added |
| Csenge Advisory Group | 12,585 | $1.25M | 0.11% | +5,822+86.1% | Added |
| Procyon Private Wealth Partners, LLC | 12,624 | $1.25M | 0.34% | +7,286+136.5% | Added |
| Independence Bank of Kentucky | 12,603 | $1.24M | 0.55% | +1,317+11.7% | Added |
| Red Door Wealth Management, LLC | 12,600 | $1.24M | 0.48% | +2,315+22.5% | Added |
| Williams Jones Wealth Management, LLC. | 12,531 | $1.24M | 0.02% | +798+6.8% | Added |
| RSM US Wealth Management LLC | 12,512 | $1.24M | 0.07% | +28+0.2% | Added |
| Wolff Wiese Magana LLC | 12,510 | $1.24M | 0.88% | +194+1.6% | Added |
| Rodgers Brothers Inc. | 12,483 | $1.23M | 0.24% | +350+2.9% | Added |
| TownSquare Capital, LLC | 12,349 | $1.23M | 0.04% | +2,623+27.0% | Added |
| Marshall Wace, LLP | 12,424 | $1.23M | 0.01% | −45,303−78.5% | Reduced |
| Motco | 12,416 | $1.23M | 0.08% | −41,235−76.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 12,412 | $1.23M | 0.06% | +215+1.8% | Added |
| Essex Financial Services, Inc. | 12,645 | $1.22M | 0.18% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 12,372 | $1.22M | 0.08% | 00.0% | Unchanged |
| Lehman & Derafelo Financial Resources LLC | 12,345 | $1.22M | 0.33% | −931−7.0% | Reduced |
| Paradigm Financial Partners, LLC | 12,261 | $1.21M | 0.30% | −2,225−15.4% | Reduced |
| Gofen & Glossberg LLC | 12,243 | $1.21M | 0.03% | −237−1.9% | Reduced |
| Global Retirement Partners, LLC | 12,241 | $1.21M | 0.12% | +333+2.8% | Added |
| Voya Financial Advisors, Inc. | 12,282 | $1.21M | 0.16% | −79,049−86.6% | Reduced |
| Massmutual Trust Co FSB | 12,194 | $1.20M | 0.05% | +904+8.0% | Added |
| MTM Investment Management, LLC | 12,126 | $1.20M | 0.63% | −153−1.2% | Reduced |