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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 15,412 | $1.50M | 0.09% | +1,831+13.5% | Added |
| Trust Co of Vermont | 15,583 | $1.52M | 0.11% | −237−1.5% | Reduced |
| Certified Advisory Corp | 15,603 | $1.52M | 0.37% | +88+0.6% | Added |
| WealthTrust Axiom LLC | 15,697 | $1.53M | 0.52% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 15,709 | $1.53M | 0.03% | +1,191+8.2% | Added |
| Spirit of America Management Corp | 15,750 | $1.54M | 0.33% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 15,965 | $1.56M | 0.28% | −30.0% | Reduced |
| Grove Bank & Trust | 16,080 | $1.57M | 0.33% | +2,753+20.7% | Added |
| TownSquare Capital, LLC | 16,111 | $1.57M | 0.05% | +3,762+30.5% | Added |
| Community Bank & Trust, Waco, Texas | 16,140 | $1.57M | 0.51% | +87+0.5% | Added |
| Segall Bryant & Hamill, LLC | 16,307 | $1.59M | 0.02% | +1,106+7.3% | Added |
| Greenline Partners, LLC | 16,362 | $1.60M | 0.33% | +874+5.6% | Added |
| Palladium Partners LLC | 16,373 | $1.60M | 0.07% | +107+0.7% | Added |
| First City Capital Management, Inc. | 16,392 | $1.60M | 0.90% | −135−0.8% | Reduced |
| Financial Architects, Inc | 16,445 | $1.60M | 0.23% | −18−0.1% | Reduced |
| American Portfolios Advisors | 16,483 | $1.61M | 0.06% | −294−1.8% | Reduced |
| Smith, Moore & Co. | 16,556 | $1.62M | 0.25% | +387+2.4% | Added |
| Ieq Capital, LLC | 16,724 | $1.63M | 0.04% | +10,820+183.3% | Added |
| Stonebridge Capital Advisors LLC | 16,774 | $1.64M | 0.20% | +769+4.8% | Added |
| Regentatlantic Capital LLC | 16,837 | $1.64M | 0.05% | +2,822+20.1% | Added |
| Stock Yards Bank & Trust Co | 16,915 | $1.65M | 0.10% | −185−1.1% | Reduced |
| AMG National Trust Bank | 17,017 | $1.66M | 0.05% | +2,908+20.6% | Added |
| Evermay Wealth Management LLC | 17,052 | $1.66M | 0.32% | −530−3.0% | Reduced |
| Ameritas Investment Company, LLC | 17,046 | $1.66M | 0.08% | +9,795+135.1% | Added |
| Bank of Hawaii | 17,112 | $1.67M | 0.09% | −4,735−21.7% | Reduced |
| Columbia Asset Management | 17,148 | $1.67M | 0.37% | −490−2.8% | Reduced |
| Signaturefd, LLC | 17,254 | $1.68M | 0.06% | +3,273+23.4% | Added |
| Comerica Securities,inc. | 17,269 | $1.69M | 0.12% | +409+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 17,297 | $1.69M | 0.09% | +2,583+17.6% | Added |
| Wealthspire Advisors, LLC | 17,308 | $1.69M | 0.04% | +12,382+251.4% | Added |
| Buckhead Capital Management LLC | 17,636 | $1.72M | 0.39% | +515+3.0% | Added |
| Moloney Securities Asset Management, LLC | 17,655 | $1.72M | 0.31% | +1,254+7.6% | Added |
| Lakeview Capital Partners, LLC | 17,742 | $1.73M | 0.80% | +703+4.1% | Added |
| Symphony Financial, Ltd. Co. | 17,720 | $1.74M | 0.61% | −3,367−16.0% | Reduced |
| Acadian Asset Management LLC | 17,899 | $1.75M | 0.01% | −1,388−7.2% | Reduced |
| Parsec Financial Management, Inc. | 17,152 | $1.75M | 0.07% | −1,699−9.0% | Reduced |
| Taylor Hoffman Wealth Management | 17,901 | $1.76M | 0.76% | −1,521−7.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 18,127 | $1.77M | 0.45% | +125+0.7% | Added |
| Bradley Foster & Sargent Inc | 18,246 | $1.78M | 0.04% | −16−0.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 18,315 | $1.79M | 0.40% | −55−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 18,353 | $1.79M | 0.46% | +5,729+45.4% | Added |
| Green Square Capital Advisors LLC | 18,457 | $1.80M | 0.41% | +1,997+12.1% | Added |
| FourThought Financial, LLC | 18,507 | $1.81M | 0.24% | +840+4.8% | Added |
| Franklin Street Advisors Inc | 18,527 | $1.81M | 0.15% | +3,203+20.9% | Added |
| Heritage Investors Management Corp | 18,550 | $1.81M | 0.08% | −645−3.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 18,562 | $1.81M | 0.78% | +940+5.3% | Added |
| SWS Partners | 18,584 | $1.81M | 1.12% | +2,132+13.0% | Added |
| Fundamentun, LLC | 18,594 | $1.81M | 0.32% | +4,675+33.6% | Added |
| Old Dominion Capital Management Inc | 18,650 | $1.82M | 0.39% | −126−0.7% | Reduced |
| Shoker Investment Counsel, Inc. | 18,708 | $1.82M | 0.91% | +559+3.1% | Added |
| Aspire Private Capital, LLC | 18,835 | $1.84M | 0.61% | +179+1.0% | Added |
| First Manhattan Co | 18,875 | $1.84M | 0.01% | +759+4.2% | Added |
| KMG Fiduciary Partners, LLC | 18,914 | $1.85M | 0.31% | −601−3.1% | Reduced |
| Community Bank of Raymore | 19,001 | $1.85M | 0.56% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 18,995 | $1.85M | 0.29% | +1,168+6.6% | Added |
| Seeyond | 19,048 | $1.86M | 0.18% | −6,164−24.4% | Reduced |
| Brown Brothers Harriman & Co | 19,169 | $1.87M | 0.01% | +2,948+18.2% | Added |
| Altavista Wealth Management, Inc. | 19,193 | $1.87M | 0.42% | −310−1.6% | Reduced |
| Balyasny Asset Management LLC | 19,422 | $1.90M | 0.01% | +19,422 | New |
| BerganKDV Wealth Management, LLC | 19,492 | $1.90M | 0.22% | +225+1.2% | Added |
| London Co of Virginia | 19,551 | $1.91M | 0.01% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 19,553 | $1.91M | 0.25% | +308+1.6% | Added |
| Andra AP-fonden | 19,600 | $1.91M | 0.04% | +12,700+184.1% | Added |
| Excalibur Management Corp | 19,638 | $1.92M | 0.84% | −135−0.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 19,665 | $1.92M | 0.30% | 00.0% | Unchanged |
| Tdam USA Inc. | 19,735 | $1.93M | 0.13% | −829−4.0% | Reduced |
| NTV Asset Management LLC | 19,762 | $1.93M | 0.33% | +436+2.3% | Added |
| Successful Portfolios LLC | 19,802 | $1.93M | 1.15% | +620+3.2% | Added |
| Engineers Gate Manager LP | 19,817 | $1.93M | 0.11% | +17,007+605.2% | Added |
| Lincoln National Corp | 19,828 | $1.94M | 0.04% | +392+2.0% | Added |
| Bank Ozk | 19,849 | $1.94M | 0.88% | −1,166−5.5% | Reduced |
| Wedbush Securities Inc | 19,887 | $1.94M | 0.09% | +108+0.5% | Added |
| Tower Bridge Advisors | 19,930 | $1.94M | 0.13% | +5,754+40.6% | Added |
| Bailard, Inc. | 20,010 | $1.95M | 0.07% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 24,475 | $1.96M | 0.66% | −1,666−6.4% | Reduced |
| Shepherd Financial Partners LLC | 20,055 | $1.96M | 0.38% | +36+0.2% | Added |
| Valeo Financial Advisors, LLC | 20,119 | $1.96M | 0.12% | +106+0.5% | Added |
| FinTrust Capital Advisors, LLC | 20,199 | $1.97M | 0.52% | −1,552−7.1% | Reduced |
| Proequities, Inc. | 20,246 | $1.98M | 0.12% | −1,084−5.1% | Reduced |
| Brookstone Capital Management | 19,642 | $1.98M | 0.04% | −42,481−68.4% | Reduced |
| Miller Howard Investments Inc | 20,383 | $1.99M | 0.08% | −65−0.3% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 20,420 | $1.99M | 0.21% | +399+2.0% | Added |
| Ziegler Capital Management, LLC | 20,361 | $2.00M | 0.07% | −8,288−28.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 20,726 | $2.02M | 0.35% | −952−4.4% | Reduced |
| Wade G W & Inc | 20,826 | $2.03M | 0.10% | −18−0.1% | Reduced |
| Physicians Financial Services, Inc. | 20,817 | $2.03M | 0.82% | −16−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 20,841 | $2.03M | 0.15% | +3,912+23.1% | Added |
| Pinnacle Associates Ltd | 20,882 | $2.04M | 0.04% | −112−0.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 20,922 | $2.04M | 1.26% | −458−2.1% | Reduced |
| Veritable, L.P. | 21,047 | $2.05M | 0.03% | −876−4.0% | Reduced |
| Seven Springs Wealth Group, LLC | 21,049 | $2.05M | 1.01% | +2,481+13.4% | Added |
| Premier Fund Managers Ltd | 20,950 | $2.06M | 0.07% | +3,950+23.2% | Added |
| Private Harbour Investment Management & Counsel, LLC | 21,117 | $2.06M | 1.81% | −537−2.5% | Reduced |
| Merit Financial Group, LLC | 21,146 | $2.06M | 0.22% | +141+0.7% | Added |
| WealthShield Partners, LLC | 21,295 | $2.08M | 0.56% | +5,687+36.4% | Added |
| Principle Wealth Partners LLC | 21,532 | $2.10M | 0.24% | +850+4.1% | Added |
| Lee Danner & Bass Inc | 21,588 | $2.11M | 0.19% | −50−0.2% | Reduced |
| Greenleaf Trust | 21,630 | $2.11M | 0.03% | −4,795−18.1% | Reduced |
| Spire Wealth Management | 21,663 | $2.11M | 0.06% | +384+1.8% | Added |
| IBM Retirement Fund | 21,680 | $2.12M | 0.17% | +38+0.2% | Added |