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 |
|---|---|---|---|---|---|
| Cascade Investment Advisors, Inc. | 535 | $52.2K | 0.03% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 526 | $53.0K | 0.03% | −156−22.9% | Reduced |
| RWM Asset Management, LLC | 544 | $53.0K | 0.01% | +544 | New |
| Investment Research & Advisory Group, Inc. | 550 | $54.0K | 0.04% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 577 | $56.0K | 0.05% | +30+5.5% | Added |
| Estate Counselors, LLC | 591 | $57.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 583 | $57.0K | 0.09% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 583 | $57.0K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 584 | $57.0K | 0.05% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 590 | $58.0K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 596 | $58.2K | 0.02% | +576+2,880.0% | Added |
| Versant Capital Management, Inc | 609 | $59.0K | 0.02% | −57−8.6% | Reduced |
| Altshuler Shaham Ltd | 611 | $60.0K | 0.00% | −65−9.6% | Reduced |
| Centerpoint Advisors, LLC | 619 | $60.0K | 0.03% | 00.0% | Unchanged |
| Private Ocean, LLC | 640 | $62.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 636 | $62.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 653 | $63.0K | 0.02% | −530−44.8% | Reduced |
| Rockbridge Investment Management, LCC | 644 | $63.0K | 0.01% | −35−5.2% | Reduced |
| Sound Income Strategies, LLC | 667 | $65.0K | 0.01% | −113−14.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 667 | $65.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 661 | $65.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 688 | $67.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 720 | $70.0K | 0.06% | +720 | New |
| Johnson Midwest Financial, LLC | 774 | $76.0K | 0.06% | +5+0.7% | Added |
| Prestige Wealth Management Group LLC | 781 | $76.0K | 0.02% | +167+27.2% | Added |
| TFC Financial Management | 812 | $79.0K | 0.03% | +108+15.3% | Added |
| Ade, LLC | 816 | $80.0K | 0.07% | −83−9.2% | Reduced |
| Bellevue Asset Management, LLC | 817 | $80.0K | 0.05% | −78−8.7% | Reduced |
| Kozak & Associates, Inc. | 799 | $80.0K | 0.05% | +799 | New |
| Cranbrook Wealth Management, LLC | 833 | $81.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 842 | $82.0K | 0.02% | +5+0.6% | Added |
| JJJ Advisors Inc. | 844 | $82.0K | 0.03% | +71+9.2% | Added |
| Gemmer Asset Management LLC | 852 | $83.0K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 874 | $85.3K | 0.07% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 884 | $86.0K | 0.02% | +34+4.0% | Added |
| Consolidated Planning Corp | 885 | $86.0K | 0.06% | +885 | New |
| Fieldpoint Private Securities, LLC | 907 | $89.0K | 0.02% | +115+14.5% | Added |
| Brewin Dolphin Ltd | 913 | $89.1K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 927 | $90.0K | 0.00% | −9,183−90.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 972 | $95.0K | 0.00% | +12+1.3% | Added |
| S.A. Mason LLC | 1,004 | $98.0K | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,023 | $100.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 1,022 | $100.0K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,038 | $101.0K | 0.01% | −3−0.3% | Reduced |
| Freedman Financial Associates, Inc. | 1,030 | $101.0K | 0.07% | +116+12.7% | Added |
| Key Financial Inc | 1,056 | $103.0K | 0.06% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,052 | $103.0K | 0.00% | +83+8.6% | Added |
| Princeton Global Asset Management LLC | 1,060 | $103.0K | 0.03% | +135+14.6% | Added |
| Piscataqua Savings Bank | 1,065 | $104.0K | 0.09% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 1,107 | $108.0K | 0.03% | −60−5.1% | Reduced |
| Prentice Wealth Management LLC | 1,121 | $109.0K | 0.05% | +305+37.4% | Added |
| Leonteq Securities AG | 1,117 | $109.0K | 0.01% | +539+93.3% | Added |
| Addison Advisors LLC | 1,134 | $111.0K | 0.09% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,148 | $112.0K | 0.02% | −1,649−59.0% | Reduced |
| Atticus Wealth Management, LLC | 1,163 | $113.0K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,182 | $115.0K | 0.07% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,198 | $117.0K | 0.03% | −160−11.8% | Reduced |
| Kepos Capital LP | 1,197 | $117.0K | 0.01% | +1,055+743.0% | Added |
| Herold Advisors, Inc. | 1,228 | $119.0K | 0.05% | +1,228 | New |
| Koshinski Asset Management, Inc. | 2,723 | $121.0K | 0.01% | +2,723 | New |
| Baystate Wealth Management LLC | 1,246 | $122.0K | 0.01% | +1+0.1% | Added |
| Compagnie Lombard Odier SCmA | 1,250 | $122.0K | 0.00% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 1,256 | $123.0K | 0.07% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,274 | $124.0K | 0.02% | +9+0.7% | Added |
| Blueprint Investment Partners LLC | 1,285 | $125.0K | 0.06% | +1,285 | New |
| Reilly Financial Advisors, LLC | 1,294 | $126.0K | 0.01% | +30+2.4% | Added |
| Alpha Paradigm Partners, LLC | 1,302 | $127.0K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,480 | $131.0K | 0.09% | +669+82.5% | Added |
| Vestor Capital, LLC | 1,353 | $132.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,359 | $133.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,365 | $133.0K | 0.02% | +55+4.2% | Added |
| Larson Financial Group LLC | 1,362 | $133.0K | 0.03% | +655+92.6% | Added |
| Clearview Wealth Advisors LLC | 1,373 | $134.0K | 0.08% | +254+22.7% | Added |
| Atwood & Palmer Inc | 1,381 | $135.0K | 0.01% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,398 | $136.0K | 0.10% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,435 | $140.0K | 0.01% | +665+86.4% | Added |
| TCTC Holdings, LLC | 1,473 | $144.0K | 0.01% | −728−33.1% | Reduced |
| D'Orazio & Associates, Inc. | 1,472 | $144.0K | 0.04% | +29+2.0% | Added |
| SRS Capital Advisors, Inc. | 1,496 | $146.0K | 0.02% | +18+1.2% | Added |
| Atlas Capital Advisors LLC | 1,498 | $146.2K | 0.02% | +873+139.7% | Added |
| Glassman Wealth Services | 1,504 | $147.0K | 0.03% | +23+1.6% | Added |
| Tradition Wealth Management, LLC | 1,521 | $148.0K | 0.02% | +8+0.5% | Added |
| Firestone Capital Management | 1,552 | $153.0K | 0.05% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,580 | $154.0K | 0.00% | −6,270−79.9% | Reduced |
| C M Bidwell & Associates Ltd | 1,604 | $157.0K | 0.10% | −48−2.9% | Reduced |
| Sonora Investment Management, LLC | 1,632 | $159.0K | 0.02% | +155+10.5% | Added |
| HHM Wealth Advisors, LLC | 1,713 | $167.0K | 0.05% | 00.0% | Unchanged |
| BBVA USA | 1,723 | $168.0K | 0.01% | −133−7.2% | Reduced |
| AlphaMark Advisors, LLC | 1,758 | $172.0K | 0.06% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,687 | $172.0K | 0.08% | +72+4.5% | Added |
| Center for Financial Planning, Inc. | 1,781 | $174.0K | 0.04% | +49+2.8% | Added |
| Sargent Bickham Lagudis LLC | 1,804 | $176.0K | 0.01% | +133+8.0% | Added |
| Mondrian Investment Partners LTD | 1,831 | $179.0K | 0.00% | −472,629−99.6% | Reduced |
| M&R Capital Management Inc | 1,847 | $180.0K | 0.04% | 00.0% | Unchanged |
| QVR LLC | 1,854 | $181.0K | 0.37% | +808+77.2% | Added |
| Group One Trading, L.P. | 1,855 | $181.0K | 0.00% | +1,855 | New |
| Pinnacle Bancorp, Inc. | 1,865 | $182.0K | 0.07% | −91−4.7% | Reduced |
| CX Institutional | 1,871 | $183.0K | 0.01% | +28+1.5% | Added |
| Smithfield Trust Co | 1,873 | $183.0K | 0.01% | +333+21.6% | Added |
| Silvant Capital Management LLC | 1,886 | $184.0K | 0.03% | 00.0% | Unchanged |