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 |
|---|---|---|---|---|---|
| Kayne Anderson Capital Advisors LP | 289,575 | $28.3M | 0.86% | +28,659+11.0% | Added |
| Umb Bank N A | 305,064 | $29.8M | 0.67% | +2,990+1.0% | Added |
| Cincinnati Financial Corp | 310,000 | $30.3M | 0.74% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 310,329 | $30.3M | 0.97% | +479+0.2% | Added |
| Standard Life Aberdeen plc | 318,460 | $31.2M | 0.07% | −21,116−6.2% | Reduced |
| Schroder Investment Management Group | 320,681 | $31.3M | 0.05% | +110,862+52.8% | Added |
| Fifth Third Bancorp | 323,036 | $31.5M | 0.14% | −6,628−2.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 324,406 | $31.7M | 0.16% | +31,700+10.8% | Added |
| Treasurer of the State of North Carolina | 324,937 | $31.7M | 0.18% | +950+0.3% | Added |
| Magellan Asset Management Ltd | 326,463 | $31.9M | 0.06% | +40,461+14.1% | Added |
| Morningstar Investment Services LLC | 351,728 | $34.5M | 0.41% | −196−0.1% | Reduced |
| Korea Investment CORP | 359,857 | $35.1M | 0.10% | −50,005−12.2% | Reduced |
| Gabelli Funds LLC | 369,400 | $36.0M | 0.24% | 00.0% | Unchanged |
| US Bancorp | 375,014 | $36.6M | 0.07% | −8,247−2.2% | Reduced |
| Natixis Advisors, L.P. | 399,610 | $39.0M | 0.16% | +10,939+2.8% | Added |
| HighTower Advisors, LLC | 405,646 | $39.6M | 0.11% | +10,948+2.8% | Added |
| First Republic Investment Management, Inc. | 414,221 | $40.4M | 0.10% | +23,717+6.1% | Added |
| Commerce Bank | 418,803 | $40.9M | 0.29% | +4,156+1.0% | Added |
| Toronto Dominion Bank | 421,426 | $41.1M | 0.06% | +12,175+3.0% | Added |
| Voya Investment Management LLC | 426,391 | $41.6M | 0.08% | −620−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 430,154 | $42.0M | 0.09% | +37,965+9.7% | Added |
| Loomis Sayles & Co L P | 439,524 | $42.9M | 0.05% | +17,897+4.2% | Added |
| State of New Jersey Common Pension Fund D | 453,266 | $44.2M | 0.14% | −6,628−1.4% | Reduced |
| Fort Washington Investment Advisors Inc | 456,668 | $44.6M | 0.28% | +315,161+222.7% | Added |
| Commonwealth Equity Services, LLC | 469,030 | $45.8M | 0.11% | +33,289+7.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 477,012 | $46.6M | 0.16% | −18,256−3.7% | Reduced |
| Macquarie Group Ltd | 477,680 | $46.6M | 0.04% | −20,274−4.1% | Reduced |
| Great West Life Assurance Co | 477,339 | $46.9M | 0.11% | −119,456−20.0% | Reduced |
| Janney Montgomery Scott LLC | 490,747 | $47.9M | 0.20% | +13,895+2.9% | Added |
| Asset Management One Co.,Ltd. | 494,709 | $48.3M | 0.19% | −3,135−0.6% | Reduced |
| Two Sigma Advisers, LP | 502,800 | $49.1M | 0.13% | +458,799+1,042.7% | Added |
| Stifel Financial Corp | 521,754 | $50.9M | 0.07% | −32,971−5.9% | Reduced |
| Cincinnati Insurance Co | 523,600 | $51.1M | 1.04% | 00.0% | Unchanged |
| AMP Capital Investors Ltd | 529,921 | $51.7M | 0.28% | +97,966+22.7% | Added |
| Baird Financial Group, Inc. | 541,996 | $52.9M | 0.14% | +18,780+3.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 561,917 | $54.8M | 0.11% | +3,364+0.6% | Added |
| Mariner, LLC | 565,030 | $55.1M | 0.29% | +319,680+130.3% | Added |
| Bartlett & Co. LLC | 578,096 | $56.4M | 1.08% | −6,086−1.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 578,096 | $56.4M | 1.08% | −6,086−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 599,324 | $58.5M | 0.07% | −632,440−51.3% | Reduced |
| Teacher Retirement System of Texas | 604,274 | $59.0M | 0.32% | +197,593+48.6% | Added |
| The PNC Financial Services Group, Inc. | 615,268 | $60.0M | 0.06% | +562+0.1% | Added |
| Adage Capital Partners GP, L.L.C. | 616,113 | $60.1M | 0.12% | +154,053+33.3% | Added |
| Brookfield Asset Management Inc. | 620,547 | $60.6M | 0.24% | −786,081−55.9% | Reduced |
| Epoch Investment Partners, Inc. | 634,187 | $61.9M | 0.34% | −13,934−2.1% | Reduced |
| HSBC Holdings PLC | 685,431 | $67.1M | 0.08% | +36,066+5.6% | Added |
| Mackenzie Financial Corp | 688,060 | $67.1M | 0.10% | +110,514+19.1% | Added |
| Victory Capital Management Inc | 698,098 | $68.1M | 0.07% | +41,396+6.3% | Added |
| Personal Capital Advisors Corp | 701,231 | $68.4M | 0.34% | +30,215+4.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 716,750 | $69.9M | 0.81% | +196,569+37.8% | Added |
| Thrivent Financial for Lutherans | 726,072 | $70.9M | 0.14% | −24,628−3.3% | Reduced |
| Prudential Financial Inc | 735,397 | $72.8M | 0.10% | −16,398−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 746,141 | $72.8M | 0.26% | +212,818+39.9% | Added |
| Old Republic International Corporation | 758,731 | $74.0M | 1.55% | 00.0% | Unchanged |
| LPL Financial LLC | 774,013 | $75.5M | 0.07% | +77,979+11.2% | Added |
| BNP Paribas Arbitrage, SA | 785,212 | $76.6M | 0.18% | +95,677+13.9% | Added |
| Two Sigma Investments, LP | 825,619 | $80.6M | 0.22% | +776,367+1,576.3% | Added |
| Citadel Advisors LLC | 833,720 | $81.4M | 0.09% | +704,580+545.6% | Added |
| Assenagon Asset Management S.A. | 834,855 | $81.5M | 0.34% | +624,455+296.8% | Added |
| Truist Financial Corp | 841,029 | $82.1M | 0.14% | −37,197−4.2% | Reduced |
| Pictet Asset Management SA | 865,358 | $84.5M | 0.09% | +865,358 | New |
| Credit Suisse AG | 882,829 | $86.2M | 0.07% | −259,861−22.7% | Reduced |
| TD Asset Management Inc | 885,094 | $86.4M | 0.09% | −4,053−0.5% | Reduced |
| Russell Investments Group, Ltd. | 887,646 | $86.6M | 0.15% | +49,995+6.0% | Added |
| State of Wisconsin Investment Board | 911,854 | $89.0M | 0.18% | +27,758+3.1% | Added |
| Principal Financial Group Inc | 923,641 | $90.1M | 0.06% | +10,749+1.2% | Added |
| Rothschild & Co Asset Management US Inc. | 927,466 | $90.5M | 1.12% | +64,219+7.4% | Added |
| Alliancebernstein L.P. | 944,260 | $92.2M | 0.04% | −190,597−16.8% | Reduced |
| State Board of Administration of Florida Retirement System | 956,134 | $93.3M | 0.18% | −20,558−2.1% | Reduced |
| New York State Teachers Retirement System | 962,353 | $93.9M | 0.20% | +41,740+4.5% | Added |
| AQR Capital Management LLC | 965,163 | $94.2M | 0.17% | +5,552+0.6% | Added |
| Citigroup Inc | 981,782 | $95.8M | 0.10% | −162,822−14.2% | Reduced |
| Jennison Associates LLC | 989,005 | $96.5M | 0.06% | 00.0% | Unchanged |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 1,000,000 | $97.6M | 1.11% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 1,042,698 | $101.8M | 0.54% | +218,495+26.5% | Added |
| National Pension Service | 1,075,716 | $105.0M | 0.20% | +22,189+2.1% | Added |
| Envestnet Asset Management Inc | 1,113,405 | $108.7M | 0.06% | +45,710+4.3% | Added |
| Rhumbline Advisers | 1,159,554 | $113.2M | 0.15% | −40,770−3.4% | Reduced |
| Capital Wealth Planning, LLC | 1,171,765 | $114.4M | 3.14% | +83,239+7.6% | Added |
| Manufacturers Life Insurance Company, The | 1,180,007 | $115.2M | 0.09% | +6,080+0.5% | Added |
| First Trust Advisors LP | 1,180,807 | $115.2M | 0.12% | −13,445−1.1% | Reduced |
| Amundi | 1,243,371 | $121.3M | 0.09% | +201,447+19.3% | Added |
| New York State Common Retirement Fund | 1,256,945 | $122.7M | 0.13% | −50,026−3.8% | Reduced |
| California State Teachers Retirement System | 1,291,423 | $126.0M | 0.16% | −18,985−1.4% | Reduced |
| Price T Rowe Associates Inc | 1,303,392 | $127.2M | 0.01% | −22,645−1.7% | Reduced |
| Raymond James & Associates | 1,350,686 | $131.8M | 0.12% | −44,325−3.2% | Reduced |
| Bank of Montreal | 1,357,248 | $133.6M | 0.07% | +91,252+7.2% | Added |
| Dimensional Fund Advisors LP | 1,387,599 | $135.4M | 0.04% | −17,986−1.3% | Reduced |
| Canada Pension Plan Investment Board | 1,489,652 | $145.4M | 0.16% | +33,277+2.3% | Added |
| Deutsche Bank AG | 1,577,986 | $154.0M | 0.07% | +64,938+4.3% | Added |
| Ensign Peak Advisors, Inc | 1,672,969 | $163.3M | 0.34% | −127,523−7.1% | Reduced |
| Renaissance Technologies LLC | 1,720,517 | $167.9M | 0.22% | +1,011,167+142.5% | Added |
| Barclays PLC | 1,734,371 | $169.3M | 0.12% | +450,707+35.1% | Added |
| Ameriprise Financial Inc | 1,845,196 | $180.1M | 0.06% | −2,034,359−52.4% | Reduced |
| Cullen Capital Management LLC | 1,901,590 | $185.6M | 1.82% | +46,876+2.5% | Added |
| Cohen & Steers, Inc. | 1,905,221 | $185.9M | 0.35% | +1,903,214+94,828.8% | Added |
| Maple-Brown Abbott Ltd | 1,938,420 | $189.2M | 10.51% | −51,250−2.6% | Reduced |
| UBS Group AG | 1,941,361 | $189.5M | 0.08% | +142,454+7.9% | Added |
| Nuveen Asset Management, LLC | 2,185,332 | $213.3M | 0.07% | +14,714+0.7% | Added |
| APG Asset Management N.V. | 2,640,412 | $222.3M | 0.40% | −49,900−1.9% | Reduced |