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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Ally Financial Inc. | 55,000 | $5.37M | 0.52% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 55,890 | $5.45M | 0.56% | +3,476+6.6% | Added |
| Dean Investment Associates, LLC | 56,177 | $5.48M | 1.03% | −361−0.6% | Reduced |
| Greystone Financial Group, LLC | 56,276 | $5.49M | 1.63% | −14,417−20.4% | Reduced |
| Wealthfront Advisers LLC | 56,838 | $5.55M | 0.03% | +8,014+16.4% | Added |
| Alpha Omega Wealth Management LLC | 57,033 | $5.57M | 0.91% | −718−1.2% | Reduced |
| Eagle Global Advisors LLC | 57,629 | $5.62M | 0.37% | +4,195+7.9% | Added |
| Eliot Finkel Investment Counsel, LLC | 58,619 | $5.72M | 3.67% | +1,130+2.0% | Added |
| Atlantic Union Bankshares Corp | 58,810 | $5.74M | 0.54% | −9,939−14.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 59,034 | $5.76M | 1.12% | −2,471−4.0% | Reduced |
| Maryland State Retirement & Pension System | 58,687 | $5.77M | 0.16% | +890+1.5% | Added |
| Tompkins Financial Corp | 59,251 | $5.78M | 1.06% | +59,251 | New |
| Beacon Financial Group | 59,076 | $5.81M | 0.80% | −107−0.2% | Reduced |
| Intact Investment Management Inc. | 59,900 | $5.84M | 0.16% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,606 | $5.91M | 0.14% | −1,026−1.7% | Reduced |
| Camden National Bank | 60,662 | $5.92M | 1.14% | +602+1.0% | Added |
| Biondo Investment Advisors, LLC | 60,524 | $5.96M | 1.02% | +1,255+2.1% | Added |
| Millennium Management LLC | 61,206 | $5.97M | 0.01% | +19,551+46.9% | Added |
| Central Trust Co | 61,578 | $6.01M | 0.21% | +405+0.7% | Added |
| Snowden Capital Advisors LLC | 61,808 | $6.03M | 0.30% | +4,141+7.2% | Added |
| Tiaa, FSB | 61,850 | $6.04M | 0.02% | +768+1.3% | Added |
| TD Private Client Wealth LLC | 62,949 | $6.14M | 0.26% | +1,044+1.7% | Added |
| Oregon Public Employees Retirement Fund | 63,362 | $6.18M | 0.07% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 63,634 | $6.21M | 0.09% | −789−1.2% | Reduced |
| Raymond James Trust N.A. | 63,817 | $6.23M | 0.21% | +1,557+2.5% | Added |
| Glenmede Trust Co NA | 64,038 | $6.25M | 0.03% | −4,846−7.0% | Reduced |
| Pacer Advisors, Inc. | 64,278 | $6.27M | 0.08% | +13,049+25.5% | Added |
| BCM Advisors, LLC | 62,823 | $6.27M | 1.68% | −10.0% | Reduced |
| Capital Investment Advisors, LLC | 64,522 | $6.30M | 0.21% | +1,298+2.1% | Added |
| Norinchukin Bank, The | 65,230 | $6.37M | 0.09% | +1,583+2.5% | Added |
| Schonfeld Strategic Advisors LLC | 65,400 | $6.38M | 0.07% | −181,390−73.5% | Reduced |
| Estabrook Capital Management | 65,674 | $6.41M | 1.01% | −1,863−2.8% | Reduced |
| Duality Advisers, LP | 65,857 | $6.43M | 0.49% | +65,857 | New |
| United Fire Group Inc | 66,056 | $6.45M | 3.22% | 00.0% | Unchanged |
| Cincinnati Casualty Co | 66,300 | $6.47M | 3.84% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 66,423 | $6.48M | 0.08% | +10,744+19.3% | Added |
| Anchor Investment Management, LLC | 66,774 | $6.52M | 0.91% | +2,221+3.4% | Added |
| Clarity Financial LLC | 67,160 | $6.55M | 1.22% | +61,601+1,108.1% | Added |
| Symons Capital Management Inc | 67,595 | $6.60M | 4.23% | −5,092−7.0% | Reduced |
| United Capital Financial Advisers, LLC | 68,885 | $6.72M | 0.03% | −2,893−4.0% | Reduced |
| Wesbanco Bank Inc | 68,885 | $6.72M | 0.26% | −2,492−3.5% | Reduced |
| Churchill Management Corp | 68,978 | $6.73M | 0.10% | +68,978 | New |
| Cetera Investment Advisers | 69,473 | $6.78M | 0.11% | +2,610+3.9% | Added |
| Colony Group LLC | 70,658 | $6.90M | 0.13% | −1,031−1.4% | Reduced |
| American National Insurance Co | 70,895 | $6.92M | 0.26% | −40−0.1% | Reduced |
| First PREMIER Bank | 71,145 | $6.94M | 1.97% | −972−1.3% | Reduced |
| Worldquant Millennium Advisors LLC | 71,352 | $6.96M | 0.15% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 71,548 | $6.98M | 0.54% | −133−0.2% | Reduced |
| Laurel Wealth Advisors LLC | 71,557 | $6.98M | 1.59% | −799−1.1% | Reduced |
| Hartford Investment Management Co | 71,856 | $7.01M | 0.19% | −9,250−11.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 71,828 | $7.02M | 0.14% | +5,642+8.5% | Added |
| Tufton Capital Management | 72,433 | $7.07M | 1.20% | −754−1.0% | Reduced |
| MUFG Americas Holdings Corp | 73,957 | $7.22M | 0.14% | +4,202+6.0% | Added |
| Smith, Salley & Associates | 74,198 | $7.24M | 0.57% | +8,806+13.5% | Added |
| First Citizens Bank & Trust Co | 74,207 | $7.24M | 0.35% | +3,811+5.4% | Added |
| KBC Group NV | 74,241 | $7.25M | 0.03% | −15,000−16.8% | Reduced |
| Nisa Investment Advisors, LLC | 74,867 | $7.31M | 0.04% | +35,549+90.4% | Added |
| Patten & Patten Inc | 78,496 | $7.66M | 0.58% | −131−0.2% | Reduced |
| Mercer Global Advisors Inc | 78,784 | $7.69M | 0.05% | +9,396+13.5% | Added |
| Nissay Asset Management Corp | 79,895 | $7.80M | 0.07% | +3,574+4.7% | Added |
| Energy Income Partners, LLC | 79,981 | $7.81M | 0.19% | +232+0.3% | Added |
| Keybank National Association | 80,791 | $7.88M | 0.03% | +494+0.6% | Added |
| ARS Wealth Advisors Group, LLC | 80,860 | $7.89M | 1.43% | +80,860 | New |
| Moody National Bank Trust Division | 80,969 | $7.90M | 0.12% | +187+0.2% | Added |
| Welch & Forbes LLC | 82,261 | $8.03M | 0.13% | −1,719−2.0% | Reduced |
| Jones Financial Companies LLLP | 83,396 | $8.14M | 0.01% | −1,935−2.3% | Reduced |
| D.A. Davidson & Co. | 84,841 | $8.28M | 0.10% | −4,564−5.1% | Reduced |
| Lockheed Martin Investment Management Co | 86,020 | $8.39M | 0.45% | −2,420−2.7% | Reduced |
| Securian Asset Management, Inc | 86,230 | $8.41M | 0.17% | −736−0.8% | Reduced |
| South State Corp. | 87,325 | $8.52M | 0.72% | +3,022+3.6% | Added |
| Morgan Dempsey Capital Management LLC | 87,681 | $8.56M | 2.82% | −4,723−5.1% | Reduced |
| Stephens Inc | 89,312 | $8.72M | 0.13% | +1,116+1.3% | Added |
| Metropolitan Life Insurance Co | 90,502 | $8.83M | 0.13% | −3,059−3.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 92,926 | $9.07M | 0.02% | +5,998+6.9% | Added |
| Linscomb & Williams, Inc. | 93,062 | $9.08M | 0.47% | +3,234+3.6% | Added |
| Allianz Asset Management GmbH | 93,770 | $9.15M | 0.01% | −3,919−4.0% | Reduced |
| Oppenheimer & Co Inc | 94,483 | $9.22M | 0.17% | −1,375−1.4% | Reduced |
| Farmers & Merchants Investments Inc | 94,576 | $9.23M | 0.39% | −329−0.3% | Reduced |
| AlphaStar Capital Management, LLC | 93,272 | $9.61M | 0.65% | +90,181+2,917.5% | Added |
| FineMark National Bank & Trust | 98,889 | $9.65M | 0.41% | −434−0.4% | Reduced |
| Claar Advisors LLC | 99,500 | $9.71M | 2.88% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 100,945 | $9.85M | 0.10% | +545+0.5% | Added |
| IFM Investors Pty Ltd | 102,666 | $10.0M | 0.21% | +5,695+5.9% | Added |
| Arbor Wealth Management, LLC | 102,963 | $10.0M | 2.37% | +5,887+6.1% | Added |
| Brinker Capital Investments, LLC | 101,991 | $10.1M | 0.16% | 00.0% | Unchanged |
| Randolph Co Inc | 103,892 | $10.1M | 1.30% | 00.0% | Unchanged |
| Boyer & Corporon Wealth Management, LLC | 106,686 | $10.4M | 3.11% | +1,108+1.0% | Added |
| Eagle Asset Management Inc | 107,109 | $10.5M | 0.05% | +18,245+20.5% | Added |
| Virginia Retirement Systems Et Al | 107,300 | $10.5M | 0.11% | −700−0.6% | Reduced |
| AE Wealth Management LLC | 107,446 | $10.5M | 0.09% | +8,580+8.7% | Added |
| South Dakota Investment Council | 108,601 | $10.6M | 0.19% | 00.0% | Unchanged |
| ING Groep NV | 108,843 | $10.6M | 0.14% | +44,913+70.3% | Added |
| Blair William & Co | 109,189 | $10.7M | 0.04% | +550+0.5% | Added |
| Gratus Capital LLC | 109,303 | $10.7M | 1.15% | +4,997+4.8% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 110,147 | $10.8M | 0.80% | +1,266+1.2% | Added |
| Redpoint Investment Management Pty Ltd | 110,489 | $10.8M | 0.92% | −5,365−4.6% | Reduced |
| Parallax Volatility Advisers, L.P. | 110,527 | $10.8M | 0.12% | +83,705+312.1% | Added |
| Caption Management, LLC | 111,289 | $10.9M | 0.71% | +11,289+11.3% | Added |
| Maryland Capital Management | 112,138 | $10.9M | 0.66% | −4,612−4.0% | Reduced |
| Cullinan Associates Inc | 116,690 | $11.4M | 0.63% | +21,947+23.2% | Added |