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Livermore
Livermore
ZHEN

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.

Other share classesDUKBDUKUDUK.PA

13F holders, Q3 2021

Institutional positions in Duke Energy CORP as of Sep 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
1,630
+12 vs. Q2 2021
Shares held
477.5M
−1.06M (−0.2%) vs. Q2 2021
Total value
$46.6B
−$637.5M (−1.4%) vs. Q2 2021
New holders
89
737 more added
Sold out
77
542 more reduced

26 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2021: 1,630 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ3 2021: $46.6B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q2 2021.

Institutions holding DUK in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.1$00.00%00.0%Unchanged
Cordant, Inc.4$00.00%+4New
RPG Investment Advisory, LLC15$1.00K0.00%00.0%Unchanged
JCIC Asset Management Inc.24$2.00K0.00%00.0%Unchanged
Cardinal Capital Management, Inc.22$2.00K0.00%−2−8.3%Reduced
Baldwin Brothers Inc33$3.00K0.00%00.0%Unchanged
Lake Point Wealth Management33$3.00K0.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC26$3.00K0.00%00.0%Unchanged
True Link Financial Advisors, LLC28$3.00K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC42$4.00K0.00%−179−81.0%Reduced
Wealthstreet Investment Advisors, LLC38$4.00K0.11%00.0%Unchanged
TD Capital Management LLC61$6.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC66$6.00K0.00%+1+1.5%Added
Ironwood Financial, llc60$6.00K0.00%00.0%Unchanged
Filbrandt Wealth Management, LLC58$6.00K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.75$7.00K0.00%00.0%Unchanged
Avion Wealth72$7.00K0.00%00.0%Unchanged
Interactive Financial Advisors75$7.00K0.00%+75New
Cedar Mountain Advisors, LLC67$7.00K0.00%+67New
Proffitt & Goodson Inc78$8.00K0.00%00.0%Unchanged
Benjamin Edwards Inc84$8.00K0.00%00.0%Unchanged
Smith Group Asset Management, LLC81$8.00K0.00%+81New
Cribstone Capital Management, LLC97$9.00K0.01%00.0%Unchanged
Truehand, Inc93$9.00K0.01%00.0%Unchanged
O'Dell Group, LLC93$9.00K0.00%+93New
Joseph P. Lucia & Associates, LLC100$10.0K0.01%−166−62.4%Reduced
Aua Capital Management, LLC100$10.0K0.01%00.0%Unchanged
Cahill Financial Advisors Inc116$11.0K0.00%+116New
Raffa Wealth Management, LLC114$11.1K0.00%00.0%Unchanged
Burleson & Company, LLC120$12.0K0.00%+1+0.8%Added
Halpern Financial, Inc.123$12.0K0.01%−59−32.4%Reduced
Ten Capital Wealth Advisors, LLC131$13.0K0.01%−45−25.6%Reduced
Macroview Investment Management LLC128$13.0K0.02%+1+0.8%Added
Lowe Wealth Advisors, LLC133$13.0K0.01%00.0%Unchanged
Corbenic Partners LLC142$14.0K0.00%−71−33.3%Reduced
Sterling Financial Planning, Inc.147$14.0K0.01%00.0%Unchanged
Spectrum Management Group, LLC140$14.0K0.00%00.0%Unchanged
Evolution Wealth Advisors, LLC143$14.0K0.00%00.0%Unchanged
Orion Capital Management LLC150$15.0K0.01%00.0%Unchanged
Syverson Strege & Co149$15.0K0.01%+4+2.8%Added
Riverview Trust Co164$16.0K0.02%00.0%Unchanged
Delta Asset Management LLC159$16.0K0.00%+33+26.2%Added
Kowal Investment Group, LLC165$16.0K0.01%+165New
Strategic Asset Management, LLC159$16.0K0.02%+159New
Financial Perspectives, Inc168$16.4K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC175$17.0K0.02%00.0%Unchanged
Retirement Group, LLC181$18.0K0.01%+20+12.4%Added
Brewin Dolphin Wealth Management Ltd185$18.1K0.00%00.0%Unchanged
TSFG, LLC193$19.0K0.01%+1+0.5%Added
Red Tortoise LLC199$19.0K0.02%+199New
Enterprise Trust & Investment Co200$20.0K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.216$21.0K0.01%00.0%Unchanged
Bell Investment Advisors, Inc225$22.0K0.01%+225New
Professional Financial Advisors, LLC235$23.0K0.01%+4+1.7%Added
Pacifica Partners Inc.229$23.0K0.02%00.0%Unchanged
Focused Wealth Management, Inc231$23.0K0.00%+38+19.7%Added
Jackson Wealth Management, LLC34,046$24.0K0.29%+376+1.1%Added
Lipe & Dalton243$24.0K0.01%00.0%Unchanged
Eukles Asset Management260$25.0K0.01%00.0%Unchanged
Highlander Capital Management, LLC252$25.0K0.01%00.0%Unchanged
Meridian Wealth Partners, LLC260$25.0K0.01%+260New
Capital Advisors, Ltd. LLC264$26.0K0.00%00.0%Unchanged
Sage Private Wealth Group, LLC267$26.0K0.04%00.0%Unchanged
Global Trust Asset Management, LLC276$27.0K0.01%00.0%Unchanged
Resolute Partners Group273$27.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC274$27.0K0.01%+39+16.6%Added
Financial Enhancement Group LLC273$27.0K0.01%+140+105.3%Added
Dark Forest Capital Management LP299$29.0K0.01%−1,677−84.9%Reduced
MBM Wealth Consultants, LLC294$29.0K0.01%+45+18.1%Added
Global Financial Private Client, LLC300$29.5K0.02%00.0%Unchanged
St. Johns Investment Management Company, LLC311$30.0K0.02%00.0%Unchanged
Edge Wealth Management LLC306$30.0K0.01%+3+1.0%Added
Atlas Private Wealth Advisors316$31.0K0.02%+1+0.3%Added
Arlington Partners LLC332$32.0K0.01%00.0%Unchanged
Vigilant Capital Management, LLC332$32.0K0.00%+164+97.6%Added
Lountzis Asset Management, LLC333$32.5K0.02%00.0%Unchanged
Howe & Rusling Inc339$33.0K0.00%−29−7.9%Reduced
Tortoise Investment Management, LLC350$34.0K0.01%00.0%Unchanged
John W. Brooker & Co., CPAs346$34.0K0.02%00.0%Unchanged
Mascoma Wealth Management LLC362$35.0K0.01%+362New
Acima Private Wealth, LLC368$36.0K0.02%00.0%Unchanged
PFG Private Wealth Management, LLC367$36.0K0.02%+367New
McIlrath & Eck, LLC399$39.0K0.01%00.0%Unchanged
PrairieView Partners, LLC400$39.0K0.01%00.0%Unchanged
Regency Capital Management Inc.400$39.0K0.03%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA420$41.0K0.05%00.0%Unchanged
Horrell Capital Management, Inc.425$41.0K0.02%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP421$41.0K0.00%+166+65.1%Added
Kelly Financial Services LLC447$43.6K0.02%−43,394−99.0%Reduced
Crescent Capital Consulting, LLC446$44.0K0.01%−174−28.1%Reduced
Heritage Wealth Management, LLC447$44.0K0.02%−1−0.2%Reduced
Total Clarity Wealth Management, Inc.450$44.0K0.02%+450New
Robbins Farley LLC450$44.0K0.03%+450New
Tarbox Family Office, Inc.459$45.0K0.01%00.0%Unchanged
Coastal Capital Group, Inc.487$48.0K0.01%−589−54.7%Reduced
Cutler Group LP492$48.0K0.00%+492New
Lee Financial Co503$49.0K0.01%−265−34.5%Reduced
Farmers & Merchants Trust Co of Chambersburg PA511$50.0K0.04%00.0%Unchanged
Tucker Asset Management LLC497$50.7K0.02%00.0%Unchanged
Canton Hathaway, LLC537$52.0K0.01%+140+35.3%Added