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 |
|---|---|---|---|---|---|
| Farmers National Bank | 33,212 | $3.04M | 1.21% | −751−2.2% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 31,428 | $3.07M | 0.12% | +3,037+10.7% | Added |
| Providence Capital Advisors, LLC | 31,547 | $3.08M | 0.96% | +2,992+10.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 31,925 | $3.12M | 0.03% | +1,650+5.5% | Added |
| Lynch & Associates | 32,168 | $3.14M | 0.81% | +235+0.7% | Added |
| BLB&B Advisors, LLC | 32,287 | $3.15M | 0.21% | −2,764−7.9% | Reduced |
| Profund Advisors LLC | 32,560 | $3.18M | 0.11% | −633−1.9% | Reduced |
| American Assets Investment Management, LLC | 32,666 | $3.19M | 0.40% | +10,000+44.1% | Added |
| Cubist Systematic Strategies, LLC | 33,054 | $3.23M | 0.04% | −7,277−18.0% | Reduced |
| Stratos Wealth Partners, LTD. | 33,110 | $3.23M | 0.08% | −176−0.5% | Reduced |
| Peapack Gladstone Financial Corp | 33,163 | $3.24M | 0.07% | +5,919+21.7% | Added |
| NewSquare Capital LLC | 33,605 | $3.28M | 0.38% | +1,110+3.4% | Added |
| Whitener Capital Management, Inc. | 35,918 | $3.29M | 1.51% | −1,447−3.9% | Reduced |
| Agf Investments Inc. | 34,110 | $3.33M | 0.03% | +4,195+14.0% | Added |
| ProVise Management Group, LLC | 34,573 | $3.37M | 0.33% | +5,304+18.1% | Added |
| Ontario Teachers Pension Plan Board | 34,649 | $3.38M | 0.01% | +11,770+51.4% | Added |
| Johnson Investment Counsel Inc | 34,715 | $3.39M | 0.05% | −585−1.7% | Reduced |
| Park Avenue Securities LLC | 35,088 | $3.42M | 0.07% | +1,034+3.0% | Added |
| Summit Global Investments | 35,425 | $3.46M | 0.26% | +5,210+17.2% | Added |
| Strategic Wealth Advisors Group, LLC | 35,381 | $3.46M | 0.17% | −1,391−3.8% | Reduced |
| Iowa State Bank | 35,485 | $3.46M | 0.97% | −1,921−5.1% | Reduced |
| Homrich & Berg | 36,480 | $3.56M | 0.08% | +2,172+6.3% | Added |
| Azimuth Capital Management LLC | 36,670 | $3.58M | 0.15% | −963−2.6% | Reduced |
| Close Asset Management Ltd | 36,843 | $3.60M | 0.18% | 00.0% | Unchanged |
| Sky Investment Group LLC | 36,834 | $3.60M | 0.80% | +602+1.7% | Added |
| Avantax Advisory Services, Inc. | 37,622 | $3.67M | 0.06% | +3,630+10.7% | Added |
| Exchange Traded Concepts, LLC | 38,085 | $3.72M | 0.09% | −67,461−63.9% | Reduced |
| Boston Research & Management Inc | 38,094 | $3.72M | 1.11% | +200+0.5% | Added |
| Royal Fund Management, LLC | 38,109 | $3.72M | 0.60% | −3,370−8.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 38,174 | $3.73M | 0.07% | +3,242+9.3% | Added |
| Benedict Financial Advisors Inc | 38,195 | $3.73M | 1.04% | +713+1.9% | Added |
| Advisors Asset Management, Inc. | 38,274 | $3.73M | 0.06% | −405−1.0% | Reduced |
| Advisors Management Group Inc | 38,471 | $3.75M | 1.17% | +417+1.1% | Added |
| Family Legacy, Inc. | 37,414 | $3.76M | 1.69% | −3,091−7.6% | Reduced |
| Wasatch Advisors Inc | 38,707 | $3.78M | 0.02% | −5,045−11.5% | Reduced |
| Xponance, Inc. | 38,790 | $3.79M | 0.07% | −3,667−8.6% | Reduced |
| Marshall Wace North America L.P. | 39,235 | $3.83M | 0.02% | +39,235 | New |
| Fulton Bank, N.A. | 39,243 | $3.83M | 0.18% | +588+1.5% | Added |
| Alerus Financial NA | 39,248 | $3.83M | 0.35% | +1,578+4.2% | Added |
| Meeder Asset Management Inc | 39,787 | $3.88M | 0.20% | −13,112−24.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 39,897 | $3.89M | 0.67% | +58+0.1% | Added |
| Gilman Hill Asset Management, LLC | 40,232 | $3.93M | 1.00% | −58−0.1% | Reduced |
| Birmingham Capital Management Co Inc | 40,439 | $3.95M | 1.51% | −666−1.6% | Reduced |
| Wolverine Trading, LLC | 40,216 | $3.96M | 0.08% | +32,271+406.2% | Added |
| Nordea Investment Management AB | 40,305 | $3.97M | 0.01% | 00.0% | Unchanged |
| Windward Capital Management Co | 40,822 | $3.98M | 0.37% | +167+0.4% | Added |
| Chicago Partners Investment Group LLC | 40,146 | $4.03M | 0.28% | +310+0.8% | Added |
| Armor Investment Advisors, LLC | 41,302 | $4.03M | 2.53% | −1,758−4.1% | Reduced |
| Rothschild Investment Corp | 41,581 | $4.06M | 0.34% | +972+2.4% | Added |
| Crossmark Global Holdings, Inc. | 41,897 | $4.09M | 0.10% | +44+0.1% | Added |
| Jupiter Asset Management Ltd | 41,982 | $4.10M | 0.05% | +14,887+54.9% | Added |
| First Horizon Advisors, Inc. | 42,013 | $4.10M | 0.13% | +28,635+214.0% | Added |
| Rockefeller Capital Management L.P. | 42,091 | $4.11M | 0.02% | +7,150+20.5% | Added |
| Beacon Investment Advisory Services, Inc. | 42,229 | $4.12M | 0.17% | +417+1.0% | Added |
| Harbour Investments, Inc. | 42,664 | $4.16M | 0.13% | −5,956−12.3% | Reduced |
| Holderness Investments Co | 42,684 | $4.17M | 1.38% | −910−2.1% | Reduced |
| Commerzbank Aktiengesellschaft | 43,079 | $4.20M | 0.25% | +1,068+2.5% | Added |
| CIBC World Markets Corp | 43,370 | $4.23M | 0.03% | −10,038−18.8% | Reduced |
| Semmax Financial Advisors Inc. | 43,667 | $4.26M | 1.47% | −3,145−6.7% | Reduced |
| Daiwa Securities Group Inc. | 43,927 | $4.29M | 0.03% | +2,822+6.9% | Added |
| Geneos Wealth Management Inc. | 43,610 | $4.29M | 0.16% | +846+2.0% | Added |
| Atria Investments LLC | 44,375 | $4.33M | 0.08% | −2,147−4.6% | Reduced |
| CIBC World Markets Inc. | 44,446 | $4.34M | 0.02% | −3,612−7.5% | Reduced |
| Capital Investment Advisory Services, LLC | 44,498 | $4.34M | 0.55% | +2,125+5.0% | Added |
| Siemens Fonds Invest GmbH | 44,686 | $4.36M | 0.29% | +1,061+2.4% | Added |
| New England Asset Management Inc | 45,090 | $4.40M | 0.08% | +1,700+3.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 45,242 | $4.42M | 0.40% | +904+2.0% | Added |
| Brown Advisory Inc | 45,493 | $4.44M | 0.01% | +2,945+6.9% | Added |
| Sigma Planning Corp | 45,543 | $4.45M | 0.14% | −1,676−3.5% | Reduced |
| Kentucky Retirement Systems | 45,685 | $4.46M | 0.21% | +892+2.0% | Added |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 45,902 | $4.48M | 1.09% | −45,000−49.5% | Reduced |
| Leavell Investment Management, Inc. | 46,020 | $4.49M | 0.33% | −234−0.5% | Reduced |
| Guardian Capital LP | 46,516 | $4.54M | 0.09% | +1,300+2.9% | Added |
| Thompson Siegel & Walmsley LLC | 46,527 | $4.54M | 0.07% | −1,332−2.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 47,105 | $4.60M | 2.83% | +679+1.5% | Added |
| Opus Investment Management Inc | 47,200 | $4.61M | 0.70% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 47,233 | $4.61M | 0.02% | −2,586−5.2% | Reduced |
| Founders Financial Alliance, LLC | 47,271 | $4.61M | 2.16% | −313−0.7% | Reduced |
| Moors & Cabot, Inc. | 47,662 | $4.65M | 0.29% | +1,421+3.1% | Added |
| Principal Street Partners, LLC | 47,723 | $4.66M | 1.27% | −653−1.3% | Reduced |
| Louisiana State Employees Retirement System | 47,900 | $4.67M | 0.11% | −100−0.2% | Reduced |
| Schnieders Capital Management LLC | 48,288 | $4.71M | 1.27% | +5,256+12.2% | Added |
| Aull & Monroe Investment Management Corp | 48,965 | $4.78M | 2.35% | −240−0.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 49,250 | $4.81M | 0.34% | +320+0.7% | Added |
| ARGI Investment Services, LLC | 49,391 | $4.82M | 0.15% | +2,357+5.0% | Added |
| Bell Bank | 49,419 | $4.82M | 0.60% | +2,337+5.0% | Added |
| Advisory Services Network, LLC | 50,125 | $4.89M | 0.16% | +6,190+14.1% | Added |
| New Mexico Educational Retirement Board | 50,360 | $4.92M | 0.17% | −900−1.8% | Reduced |
| Highland Capital Management, LLC | 50,979 | $4.97M | 0.30% | −1,300−2.5% | Reduced |
| Jones Road Capital Management, L.P. | 51,550 | $5.03M | 3.44% | 00.0% | Unchanged |
| Insight Folios Inc | 51,672 | $5.04M | 2.78% | +3,718+7.8% | Added |
| Marco Investment Management LLC | 52,190 | $5.09M | 0.56% | +150.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 52,100 | $5.09M | 0.08% | +6,148+13.4% | Added |
| Jarislowsky, Fraser Ltd | 52,716 | $5.14M | 0.03% | −2,418−4.4% | Reduced |
| Regions Financial Corp | 53,007 | $5.17M | 0.04% | +2,401+4.7% | Added |
| First National Bank of Omaha | 53,278 | $5.20M | 0.26% | −1,636−3.0% | Reduced |
| GWM Advisors LLC | 53,728 | $5.24M | 0.13% | +1,662+3.2% | Added |
| Illinois Municipal Retirement Fund | 54,271 | $5.30M | 0.19% | +5,402+11.1% | Added |
| Steward Partners Investment Advisory, LLC | 54,910 | $5.36M | 0.09% | +619+1.1% | Added |
| ExodusPoint Capital Management, LP | 54,971 | $5.37M | 0.08% | +54,971 | New |