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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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, Q3 2021
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Altium Wealth Management LLC | 11,206 | $1.09M | 0.08% | +806+7.8% | Added |
| Atlas Brown,Inc. | 11,251 | $1.10M | 0.48% | +177+1.6% | Added |
| Rodgers Brothers Inc. | 11,283 | $1.10M | 0.22% | −1,200−9.6% | Reduced |
| Independence Bank of Kentucky | 11,298 | $1.10M | 0.48% | −1,305−10.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 11,367 | $1.11M | 0.15% | +174+1.6% | Added |
| LCNB Corp | 11,363 | $1.11M | 0.56% | +1,102+10.7% | Added |
| Polar Asset Management Partners Inc. | 11,362 | $1.11M | 0.01% | +11,362 | New |
| Advisory Alpha, LLC | 11,374 | $1.11M | 0.08% | −199−1.7% | Reduced |
| King Luther Capital Management Corp | 11,462 | $1.12M | 0.01% | −5,464−32.3% | Reduced |
| Trust Investment Advisors | 11,475 | $1.12M | 1.00% | +11,475 | New |
| Donaldson Capital Management, LLC | 11,514 | $1.12M | 0.06% | −385−3.2% | Reduced |
| United Bank | 11,508 | $1.12M | 0.15% | 00.0% | Unchanged |
| Haverford Trust Co | 11,588 | $1.13M | 0.01% | −166−1.4% | Reduced |
| Lehman & Derafelo Financial Resources LLC | 11,679 | $1.14M | 0.37% | −666−5.4% | Reduced |
| Texas Yale Capital Corp. | 11,720 | $1.14M | 0.06% | +521+4.7% | Added |
| Strategic Blueprint, LLC | 11,733 | $1.15M | 0.18% | +7,362+168.4% | Added |
| Ballast, Inc. | 11,756 | $1.15M | 0.48% | +216+1.9% | Added |
| Sawyer & Company, Inc | 11,790 | $1.15M | 0.54% | 00.0% | Unchanged |
| Financial Partners Capital Management LLC | 11,804 | $1.15M | 0.21% | +1,335+12.8% | Added |
| Wealth Dimensions Group, Ltd. | 11,918 | $1.16M | 0.74% | +108+0.9% | Added |
| Washington Trust Co | 11,932 | $1.16M | 0.03% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 11,613 | $1.17M | 0.62% | +313+2.8% | Added |
| Ameritas Investment Partners, Inc. | 12,095 | $1.18M | 0.04% | +10.0% | Added |
| Greytown Advisors Inc. | 12,119 | $1.18M | 0.53% | +949+8.5% | Added |
| Veriti Management LLC | 12,155 | $1.19M | 0.17% | +1,306+12.0% | Added |
| Paradigm Financial Partners, LLC | 11,781 | $1.19M | 0.28% | −480−3.9% | Reduced |
| Motco | 12,266 | $1.20M | 0.08% | −150−1.2% | Reduced |
| Verdence Capital Advisors LLC | 12,316 | $1.20M | 0.16% | +1,183+10.6% | Added |
| Williams Jones Wealth Management, LLC. | 12,361 | $1.21M | 0.02% | −170−1.4% | Reduced |
| Forte Capital LLC | 12,364 | $1.21M | 0.16% | −574−4.4% | Reduced |
| Northeast Financial Consultants Inc | 12,372 | $1.21M | 0.08% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12,399 | $1.21M | 0.12% | +158+1.3% | Added |
| MTM Investment Management, LLC | 12,442 | $1.21M | 0.66% | +316+2.6% | Added |
| Convergence Investment Partners, LLC | 12,470 | $1.22M | 0.65% | +2,180+21.2% | Added |
| Busey Wealth Management | 12,595 | $1.23M | 0.05% | +5,282+72.2% | Added |
| RSM US Wealth Management LLC | 12,662 | $1.24M | 0.07% | +150+1.2% | Added |
| Massmutual Trust Co FSB | 12,662 | $1.24M | 0.05% | +468+3.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 12,703 | $1.24M | 0.00% | −570−4.3% | Reduced |
| Exencial Wealth Advisors, LLC | 12,773 | $1.25M | 0.05% | +1,211+10.5% | Added |
| ZWJ Investment Counsel Inc | 12,862 | $1.25M | 0.07% | +4,800+59.5% | Added |
| Peoples Financial Services Corp. | 12,885 | $1.26M | 0.53% | −166−1.3% | Reduced |
| Csenge Advisory Group | 12,781 | $1.26M | 0.11% | +196+1.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,226 | $1.26M | 0.02% | −27,528−69.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 13,000 | $1.27M | 0.00% | +200+1.6% | Added |
| Wolff Wiese Magana LLC | 13,140 | $1.28M | 0.90% | +630+5.0% | Added |
| Qtron Investments LLC | 13,170 | $1.28M | 0.35% | +10,345+366.2% | Added |
| Voya Financial Advisors, Inc. | 13,084 | $1.29M | 0.16% | +802+6.5% | Added |
| Neville Rodie & Shaw Inc | 13,369 | $1.30M | 0.10% | −2,450−15.5% | Reduced |
| Royal London Asset Management Ltd | 13,417 | $1.31M | 0.01% | −257,206−95.0% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 13,418 | $1.31M | 0.28% | −2,049−13.2% | Reduced |
| Gofen & Glossberg LLC | 13,418 | $1.31M | 0.03% | +1,175+9.6% | Added |
| Orion Portfolio Solutions, LLC | 13,441 | $1.31M | 0.05% | +2,433+22.1% | Added |
| Frontier Wealth Management LLC | 13,535 | $1.32M | 0.09% | +1,987+17.2% | Added |
| Heritage Trust Co | 13,866 | $1.35M | 0.19% | −338−2.4% | Reduced |
| Bellwether Advisors, LLC | 13,943 | $1.36M | 0.45% | +13,943 | New |
| HighPoint Advisor Group LLC | 13,965 | $1.36M | 0.13% | −590−4.1% | Reduced |
| Hartford Financial Management Inc. | 13,974 | $1.36M | 0.35% | +76+0.5% | Added |
| Essex Financial Services, Inc. | 13,997 | $1.37M | 0.16% | +1,352+10.7% | Added |
| Ashfield Capital Partners, LLC | 14,047 | $1.37M | 0.10% | −83−0.6% | Reduced |
| Quinn Opportunity Partners LLC | 14,094 | $1.38M | 0.09% | −4,500−24.2% | Reduced |
| First National Trust Co | 14,081 | $1.38M | 0.08% | −743−5.0% | Reduced |
| Brooks, Moore & Associates, Inc. | 14,148 | $1.38M | 0.90% | +10.0% | Added |
| Belpointe Asset Management LLC | 14,188 | $1.38M | 0.09% | +1,416+11.1% | Added |
| Welch Group, LLC | 14,249 | $1.39M | 0.09% | +472+3.4% | Added |
| Paloma Partners Management Co | 14,259 | $1.39M | 0.06% | +4,105+40.4% | Added |
| Earnest Partners LLC | 14,306 | $1.40M | 0.01% | +3,136+28.1% | Added |
| Private Wealth Partners, LLC | 14,463 | $1.41M | 0.13% | −200−1.4% | Reduced |
| Alley Co LLC | 14,510 | $1.42M | 0.25% | +276+1.9% | Added |
| Dynamic Advisor Solutions LLC | 14,576 | $1.42M | 0.11% | +350+2.5% | Added |
| Greenwood Capital Associates LLC | 14,572 | $1.42M | 0.22% | +1,563+12.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 14,599 | $1.43M | 0.17% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 14,717 | $1.44M | 0.27% | +575+4.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 14,725 | $1.44M | 0.26% | +2,751+23.0% | Added |
| Sound View Wealth Advisors Group, LLC | 14,737 | $1.44M | 0.30% | −1,484−9.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.44M | 0.20% | 00.0% | Unchanged |
| We Are One Seven, LLC | 14,109 | $1.44M | 0.18% | +182+1.3% | Added |
| Marino, Stram & Associates LLC | 14,764 | $1.44M | 0.50% | +14,764 | New |
| Parcion Private Wealth LLC | 14,458 | $1.45M | 0.13% | +95+0.7% | Added |
| Sumitomo Life Insurance Co | 14,877 | $1.45M | 0.04% | −626−4.0% | Reduced |
| Laurel Wealth Advisors, Inc. | 14,882 | $1.45M | 0.27% | −397−2.6% | Reduced |
| Bull Street Advisors, LLC | 14,908 | $1.46M | 0.75% | +250+1.7% | Added |
| First Dallas Securities Inc. | 14,933 | $1.46M | 1.01% | −333−2.2% | Reduced |
| Savant Capital, LLC | 14,956 | $1.46M | 0.05% | +2,896+24.0% | Added |
| Viking Fund Management LLC | 15,000 | $1.46M | 0.42% | −40,000−72.7% | Reduced |
| Fiduciary Trust Co | 15,038 | $1.47M | 0.03% | −253−1.7% | Reduced |
| Vident Investment Advisory, LLC | 15,043 | $1.47M | 0.04% | +8,839+142.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 15,045 | $1.47M | 0.14% | −1,856−11.0% | Reduced |
| Private Trust Co NA | 15,045 | $1.47M | 0.21% | +718+5.0% | Added |
| Nepsis, Inc. | 15,072 | $1.47M | 0.46% | −109−0.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 15,100 | $1.47M | 0.07% | +2,688+21.7% | Added |
| Schmidt P J Investment Management Inc | 14,288 | $1.48M | 0.29% | −42−0.3% | Reduced |
| Guardian Investment Management | 15,149 | $1.48M | 1.09% | −326−2.1% | Reduced |
| United Bank | 15,146 | $1.48M | 0.94% | −14−0.1% | Reduced |
| Red Door Wealth Management, LLC | 15,145 | $1.48M | 0.57% | +2,545+20.2% | Added |
| Carnegie Capital Asset Management, LLC | 15,184 | $1.48M | 0.06% | +955+6.7% | Added |
| Good Life Advisors, LLC | 15,186 | $1.48M | 0.20% | −2,324−13.3% | Reduced |
| Clearbridge Investments, LLC | 15,249 | $1.49M | 0.00% | +379+2.5% | Added |
| Hall Capital Management Co Inc | 15,295 | $1.49M | 0.95% | +250+1.7% | Added |
| Aviance Capital Partners, LLC | 15,370 | $1.50M | 0.26% | +275+1.8% | Added |
| Ingalls & Snyder LLC | 15,404 | $1.50M | 0.07% | −333−2.1% | Reduced |