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 |
|---|---|---|---|---|---|
| Norway Savings Bank | 21,842 | $2.13M | 1.00% | +1,365+6.7% | Added |
| Advisor Partners LLC | 21,970 | $2.14M | 0.14% | −498−2.2% | Reduced |
| TSP Capital Management Group, LLC | – | $2.15M | 0.74% | – | – |
| Mechanics Bank Trust Department | 22,109 | $2.16M | 0.35% | −1,140−4.9% | Reduced |
| CCLA Investment Management Ltd | 22,199 | $2.17M | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 22,284 | $2.17M | 0.09% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 22,376 | $2.18M | 0.15% | +7,070+46.2% | Added |
| Cornercap Investment Counsel Inc | 22,406 | $2.19M | 0.25% | +22,406 | New |
| Tower Research Capital LLC (TRC) | 22,426 | $2.19M | 0.06% | +2,643+13.4% | Added |
| Jackson Hole Capital Partners, LLC | 22,528 | $2.20M | 0.72% | +583+2.7% | Added |
| Strategy Asset Managers LLC | 22,550 | $2.20M | 0.49% | +818+3.8% | Added |
| Private Asset Management Inc | 22,565 | $2.20M | 0.30% | −1,458−6.1% | Reduced |
| Murphy Capital Management Inc | 22,637 | $2.21M | 0.26% | −1,334−5.6% | Reduced |
| Twin Tree Management, LP | 22,780 | $2.22M | 0.07% | +22,780 | New |
| Icon Advisers Inc | 22,900 | $2.23M | 0.38% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22,958 | $2.24M | 0.05% | +3,663+19.0% | Added |
| Trust Co of Toledo NA | 23,113 | $2.25M | 0.37% | +121+0.5% | Added |
| World Asset Management Inc | 23,150 | $2.26M | 0.22% | −1,178−4.8% | Reduced |
| Blueshift Asset Management, LLC | 23,213 | $2.27M | 0.13% | +18,036+348.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 23,243 | $2.27M | 0.72% | +747+3.3% | Added |
| FDx Advisors, Inc. | 23,251 | $2.27M | 0.07% | +4,333+22.9% | Added |
| Carolinas Wealth Consulting LLC | 23,355 | $2.28M | 0.53% | −835−3.5% | Reduced |
| Boston Private Wealth LLC | 23,429 | $2.29M | 0.03% | +3,011+14.7% | Added |
| Te Ahumairangi Investment Management Ltd | 23,544 | $2.30M | 0.32% | −10,160−30.1% | Reduced |
| Silvercrest Asset Management Group LLC | 23,560 | $2.30M | 0.02% | −121−0.5% | Reduced |
| Argent Trust Co | 23,580 | $2.30M | 0.15% | −1,646−6.5% | Reduced |
| Salem Investment Counselors Inc | 23,581 | $2.30M | 0.13% | +1,996+9.2% | Added |
| Tokio Marine Asset Management Co Ltd | 23,635 | $2.31M | 0.21% | +739+3.2% | Added |
| Cigna Investments Inc | 23,686 | $2.31M | 0.17% | −187−0.8% | Reduced |
| Twinbeech Capital LP | 23,748 | $2.32M | 0.16% | +23,748 | New |
| Live Oak Private Wealth LLC | 23,857 | $2.33M | 0.48% | +3,619+17.9% | Added |
| Chemung Canal Trust Co | 23,985 | $2.34M | 0.45% | +152+0.6% | Added |
| MD Financial Management Inc. | 24,034 | $2.35M | 0.06% | +3,836+19.0% | Added |
| First Bank & Trust | 24,043 | $2.35M | 1.07% | +180+0.8% | Added |
| Lido Advisors, LLC | 24,086 | $2.35M | 0.05% | +5,167+27.3% | Added |
| Capstone Investment Advisors, LLC | 24,116 | $2.35M | 0.04% | +16,458+214.9% | Added |
| Sowell Financial Services LLC | 24,125 | $2.35M | 0.16% | +1,640+7.3% | Added |
| IFG Advisory, LLC | 24,260 | $2.37M | 0.26% | +1,469+6.4% | Added |
| Hanson & Doremus Investment Management | 24,261 | $2.37M | 0.55% | −3,482−12.6% | Reduced |
| Orleans Capital Management Corp | 24,454 | $2.39M | 1.52% | −336−1.4% | Reduced |
| Brandywine Global Investment Management, LLC | 24,597 | $2.40M | 0.02% | −244−1.0% | Reduced |
| Roosevelt Investment Group LLC | 24,617 | $2.40M | 0.15% | 00.0% | Unchanged |
| HNP Capital LLC | 24,721 | $2.41M | 0.60% | +330+1.4% | Added |
| Beacon Pointe Advisors, LLC | 24,750 | $2.42M | 0.06% | +9,287+60.1% | Added |
| Quantbot Technologies LP | 24,749 | $2.42M | 0.18% | +13,769+125.4% | Added |
| Simmons Bank | 24,987 | $2.44M | 0.18% | +1,576+6.7% | Added |
| Banque Pictet & Cie SA | 25,000 | $2.44M | 0.03% | −5,000−16.7% | Reduced |
| City Holding Co | 25,003 | $2.44M | 0.42% | −554−2.2% | Reduced |
| Kingsview Wealth Management, LLC | 25,043 | $2.44M | 0.12% | +1,108+4.6% | Added |
| Avantax Planning Partners, Inc. | 25,069 | $2.45M | 0.11% | +1,728+7.4% | Added |
| Strategic Advisors LLC | 25,221 | $2.46M | 0.53% | +17,092+210.3% | Added |
| Optimal Asset Management, Inc. | 25,309 | $2.47M | 0.31% | +31+0.1% | Added |
| Jaffetilchin Investment Partners, LLC | 25,349 | $2.47M | 0.26% | +164+0.7% | Added |
| Magnetar Financial LLC | 25,438 | $2.48M | 0.03% | +25,438 | New |
| Vectors Research Management, LLC | 25,547 | $2.49M | 0.59% | +1,156+4.7% | Added |
| Kingfisher Capital LLC | 25,907 | $2.53M | 0.66% | +849+3.4% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 25,926 | $2.53M | 1.46% | −300−1.1% | Reduced |
| Triangle Securities Wealth Management | 26,059 | $2.54M | 0.86% | +92+0.4% | Added |
| National Asset Management, Inc. | 26,087 | $2.55M | 0.08% | +3,055+13.3% | Added |
| Canandaigua National Corp | 26,118 | $2.55M | 0.42% | +1,637+6.7% | Added |
| Focus Financial Network, Inc. | 26,155 | $2.55M | 0.34% | −81−0.3% | Reduced |
| Covington Capital Management | 26,274 | $2.56M | 0.10% | +1,197+4.8% | Added |
| Twin Capital Management Inc | 26,292 | $2.57M | 0.26% | +26,292 | New |
| Eudaimonia Partners, LLC | 26,302 | $2.57M | 0.46% | −51−0.2% | Reduced |
| Park National Corp | 26,393 | $2.58M | 0.11% | −1,962−6.9% | Reduced |
| Caldwell Trust Co | 26,467 | $2.58M | 0.33% | +796+3.1% | Added |
| Cullen/Frost Bankers, Inc. | 26,509 | $2.59M | 0.05% | −738−2.7% | Reduced |
| Constitution Capital LLC | 26,504 | $2.59M | 1.55% | +658+2.5% | Added |
| Integrated Advisors Network LLC | 26,612 | $2.60M | 0.17% | +768+3.0% | Added |
| Community Financial Services Group, LLC | 26,661 | $2.60M | 0.71% | −1,055−3.8% | Reduced |
| NN Investment Partners Holdings N.V. | 26,728 | $2.61M | 0.01% | −630−2.3% | Reduced |
| Rafferty Asset Management, LLC | 27,155 | $2.65M | 0.02% | +9,983+58.1% | Added |
| Citizens Financial Group Inc | 27,357 | $2.67M | 0.10% | +5,628+25.9% | Added |
| Plimoth Trust Co LLC | 27,404 | $2.67M | 0.76% | −2,004−6.8% | Reduced |
| HC Financial Advisors Inc | 27,599 | $2.69M | 1.62% | −862−3.0% | Reduced |
| Resources Management Corp | 27,654 | $2.70M | 0.39% | −270−1.0% | Reduced |
| Wright Investors Service Inc | 27,659 | $2.70M | 0.77% | +1,803+7.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 27,790 | $2.71M | 0.83% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 27,957 | $2.73M | 0.02% | −92−0.3% | Reduced |
| Level Four Advisory Services, LLC | 28,052 | $2.74M | 0.28% | +834+3.1% | Added |
| Old North State Trust, LLC | 28,556 | $2.79M | 2.48% | +729+2.6% | Added |
| Home Federal Bank of Tennessee | 28,633 | $2.79M | 1.01% | −425−1.5% | Reduced |
| Jane Street Group, LLC | 28,681 | $2.80M | 0.01% | +10,717+59.7% | Added |
| Trexquant Investment LP | 28,702 | $2.80M | 0.22% | −17,747−38.2% | Reduced |
| Pegasus Asset Management, Inc. | 28,777 | $2.81M | 1.29% | +5,055+21.3% | Added |
| Prospera Financial Services Inc | 29,084 | $2.84M | 0.14% | −1,182−3.9% | Reduced |
| Bragg Financial Advisors, Inc | 29,109 | $2.84M | 0.18% | +732+2.6% | Added |
| Montag A & Associates Inc | 29,145 | $2.84M | 0.15% | −130−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 29,161 | $2.85M | 0.19% | +4,208+16.9% | Added |
| Townsend Asset Management Corp | 29,199 | $2.85M | 1.51% | +494+1.7% | Added |
| Citizens Business Bank | 29,417 | $2.87M | 0.38% | −253−0.9% | Reduced |
| Sheets Smith Wealth Management | 29,548 | $2.88M | 0.39% | −582−1.9% | Reduced |
| Everence Capital Management Inc | 29,724 | $2.90M | 0.24% | +20+0.1% | Added |
| Cetera Advisors LLC | 29,910 | $2.92M | 0.06% | +5,438+22.2% | Added |
| Evercore Wealth Management, LLC | 30,186 | $2.94M | 0.05% | +472+1.6% | Added |
| Kestra Private Wealth Services, LLC | 30,468 | $2.97M | 0.17% | +841+2.8% | Added |
| Covington Investment Advisors Inc. | 30,617 | $2.99M | 0.64% | +110+0.4% | Added |
| Zions Bancorporation, N.A. | 30,675 | $2.99M | 0.31% | +1,981+6.9% | Added |
| Cypress Capital Group | 30,725 | $3.00M | 0.41% | +2,864+10.3% | Added |
| Regal Investment Advisors LLC | 30,921 | $3.02M | 0.29% | +923+3.1% | Added |