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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 2,390,253 | $233.3M | 0.03% | −1,969,235−45.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 2,425,858 | $236.7M | 0.52% | −6,964−0.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,517,386 | $245.7M | 0.15% | −112,841−4.3% | Reduced |
| American Century Companies Inc | 2,550,955 | $248.9M | 0.17% | +21,914+0.9% | Added |
| UBS Asset Management Americas Inc | 2,813,873 | $274.6M | 0.11% | +72,612+2.6% | Added |
| Goldman Sachs Group Inc | 2,831,764 | $276.4M | 0.07% | +304,507+12.0% | Added |
| Parametric Portfolio Associates LLC | 2,884,210 | $281.5M | 0.16% | +105,608+3.8% | Added |
| Swiss National Bank | 3,041,500 | $296.8M | 0.19% | −92,800−3.0% | Reduced |
| State Farm Mutual Automobile Insurance Co | 3,389,094 | $330.7M | 0.37% | −198,201−5.5% | Reduced |
| Capital World Investors | 3,700,000 | $361.1M | 0.06% | 00.0% | Unchanged |
| Wells Fargo & Company | 3,805,230 | $371.4M | 0.08% | +307,006+8.8% | Added |
| Invesco Ltd. | 4,451,698 | $434.4M | 0.11% | −2,987,090−40.2% | Reduced |
| Federated Hermes, Inc. | 4,673,698 | $456.1M | 0.87% | −46,604−1.0% | Reduced |
| Morgan Stanley | 5,590,504 | $545.6M | 0.07% | −203,780−3.5% | Reduced |
| California Public Employees Retirement System | 5,807,911 | $566.8M | 0.42% | +78,381+1.4% | Added |
| Bank of America Corp | 6,095,850 | $594.9M | 0.07% | −272,850−4.3% | Reduced |
| Bank of New York Mellon Corp | 6,167,862 | $601.9M | 0.12% | −21,473−0.3% | Reduced |
| Charles Schwab Investment Management Inc | 6,396,571 | $624.2M | 0.20% | +279,250+4.6% | Added |
| Royal Bank of Canada | 7,483,744 | $730.3M | 0.20% | −21,720−0.3% | Reduced |
| Legal & General Group Plc | 7,832,020 | $764.3M | 0.25% | +148,067+1.9% | Added |
| Northern Trust Corp | 8,776,087 | $856.5M | 0.15% | −343,371−3.8% | Reduced |
| FMR LLC | 8,951,108 | $873.5M | 0.07% | +562,213+6.7% | Added |
| Capital Research Global Investors | 10,794,634 | $1.05B | 0.25% | +41,931+0.4% | Added |
| Franklin Resources Inc | 11,904,789 | $1.16B | 0.44% | −1,237,200−9.4% | Reduced |
| Geode Capital Management, LLC | 12,648,806 | $1.23B | 0.17% | +367,806+3.0% | Added |
| Massachusetts Financial Services Co | 24,524,462 | $2.39B | 0.70% | −782,813−3.1% | Reduced |
| Wellington Management Group LLP | 30,483,966 | $2.97B | 0.51% | −858,311−2.7% | Reduced |
| State Street Corp | 39,044,400 | $3.81B | 0.20% | +672,732+1.8% | Added |
| BlackRock Inc. | 53,113,065 | $5.18B | 0.15% | +1,152,984+2.2% | Added |
| Vanguard Group Inc | 66,230,475 | $6.46B | 0.16% | +845,220+1.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −247,696−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −179,191−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −121,000−100.0% | Sold out |
| SageGuard Financial Group, LLC | 0 | $0 | 0.00% | −97,765−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −82,785−100.0% | Sold out |
| Fort Pitt Capital Group, LLC | 0 | $0 | 0.00% | −70,089−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −66,000−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −54,600−100.0% | Sold out |
| Matrix Asset Advisors Inc | 0 | $0 | 0.00% | −52,978−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −20,682−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −17,200−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −12,424−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −11,883−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −9,926−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −8,638−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −8,066−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −7,552−100.0% | Sold out |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −6,971−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −6,599−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −6,452−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,954−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,482−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −5,479−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −4,138−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −4,071−100.0% | Sold out |
| S.E.E.D. Planning Group LLC | 0 | $0 | 0.00% | −4,047−100.0% | Sold out |
| HM Capital Management, LLC | 0 | $0 | 0.00% | −3,818−100.0% | Sold out |
| TBH Global Asset Management, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −3,589−100.0% | Sold out |
| Edgemoor Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,530−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −3,296−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,406−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −3,319−100.0% | Sold out |
| Hobart Private Capital, LLC | 0 | $0 | 0.00% | −3,192−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −2,856−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −2,845−100.0% | Sold out |
| Mainstay Capital Management LLC | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| 55I, LLC | 0 | $0 | 0.00% | −2,687−100.0% | Sold out |
| Bordeaux Wealth Advisors LLC | 0 | $0 | 0.00% | −2,666−100.0% | Sold out |
| Baron Silver Stevens Financial Advisors, LLC | 0 | $0 | 0.00% | −2,583−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Foresight Wealth Management, LLC | 0 | $0 | 0.00% | −2,421−100.0% | Sold out |
| Trust Co of Oklahoma | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| Westshore Wealth, LLC | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| Chesapeake Wealth Management | 0 | $0 | 0.00% | −2,287−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,273−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −2,264−100.0% | Sold out |
| Middleton & Co Inc | 0 | $0 | 0.00% | −2,221−100.0% | Sold out |
| Washington Trust Bank | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −2,114−100.0% | Sold out |
| Wealthquest Corp | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −2,073−100.0% | Sold out |
| First United Bank Trust | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,579−100.0% | Sold out |
| Paradigm, Strategies in Wealth Management, LLC | 0 | $0 | 0.00% | −1,583−100.0% | Sold out |
| Hexavest Inc. | 0 | $0 | 0.00% | −1,540−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |