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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 1,923 | $188.0K | 0.04% | +1,923 | New |
| Barrett Asset Management, LLC | 1,968 | $192.0K | 0.01% | −26−1.3% | Reduced |
| Dividend Assets Capital, LLC | 1,977 | $193.0K | 0.04% | −139−6.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 2,000 | $195.0K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 2,032 | $198.0K | 0.14% | +2+0.1% | Added |
| Mercer Capital Advisers, Inc. | 2,053 | $200.0K | 0.11% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 2,050 | $200.0K | 0.06% | 00.0% | Unchanged |
| Tandem Investment Advisors, Inc. | 2,059 | $201.0K | 0.02% | −235−10.2% | Reduced |
| Lokken Investment Group LLC | 2,061 | $201.0K | 0.16% | +2+0.1% | Added |
| Annex Advisory Services, LLC | 2,083 | $203.0K | 0.02% | −474−18.5% | Reduced |
| Capital Asset Advisory Services LLC | 2,082 | $203.0K | 0.02% | −128−5.8% | Reduced |
| Hantz Financial Services, Inc. | 2,077 | $203.0K | 0.01% | +2,077 | New |
| Pacitti Group Inc. | 2,088 | $204.0K | 0.13% | −200−8.7% | Reduced |
| Column Capital Advisors, LLC | 2,087 | $204.0K | 0.04% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2,089 | $204.0K | 0.03% | +73+3.6% | Added |
| McMillion Capital Management Inc | 2,092 | $204.0K | 0.12% | +2,092 | New |
| Zacks Investment Management | 2,093 | $204.0K | 0.00% | +2,093 | New |
| 6 Meridian | 2,104 | $205.0K | 0.02% | −55,064−96.3% | Reduced |
| Coldstream Capital Management Inc | 2,319 | $205.0K | 0.01% | −25,575−91.7% | Reduced |
| Shufro Rose & Co LLC | 2,100 | $205.0K | 0.02% | +2,100 | New |
| McLean Asset Management Corp | 1,986 | $205.0K | 0.08% | +1,986 | New |
| Alphasimplex Group, LLC | 2,148 | $210.0K | 0.17% | −2,749−56.1% | Reduced |
| Dowling & Yahnke LLC | 2,147 | $210.0K | 0.01% | +2,147 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,151 | $210.0K | 0.05% | +2,151 | New |
| LexAurum Advisors, LLC | 2,158 | $211.0K | 0.06% | +2,158 | New |
| Swaine & Leidel Wealth Services, LLC | 2,167 | $211.0K | 0.19% | +2,167 | New |
| Institutional & Family Asset Management, LLC | 2,169 | $212.0K | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,174 | $212.0K | 0.02% | +135+6.6% | Added |
| Nations Financial Group Inc, | 2,187 | $213.0K | 0.03% | +95+4.5% | Added |
| Lumature Wealth Partners, LLC | 2,194 | $214.0K | 0.09% | 00.0% | Unchanged |
| Valley Brook Capital Group | 2,199 | $214.0K | 0.21% | 00.0% | Unchanged |
| HFR Wealth Management, LLC | 2,189 | $214.0K | 0.06% | 00.0% | Unchanged |
| Provident Wealth Management, LLC | 2,207 | $215.0K | 0.16% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,200 | $215.0K | 0.03% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 2,200 | $215.0K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2,213 | $216.0K | 0.05% | +150+7.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,158 | $217.0K | 0.13% | +5+0.2% | Added |
| Cypress Wealth Services, LLC | 2,232 | $218.0K | 0.07% | −686−23.5% | Reduced |
| Wealth Management Associates, Inc. | 2,252 | $219.8K | 0.13% | −535−19.2% | Reduced |
| Wealth Quarterback LLC | 5,950 | $220.0K | 0.15% | +3,685+162.7% | Added |
| Matrix Private Capital Group LLC | 2,257 | $220.0K | 0.12% | +51+2.3% | Added |
| Winthrop Advisory Group LLC | 2,261 | $221.0K | 0.05% | +2,261 | New |
| M&G Investment Management Ltd | 2,264 | $222.0K | 0.00% | +238+11.7% | Added |
| CFM Wealth Partners LLC | 2,288 | $223.0K | 0.06% | 00.0% | Unchanged |
| Platform Technology Partners | 2,310 | $225.0K | 0.10% | −3,039−56.8% | Reduced |
| Bridge Creek Capital Management LLC | 2,307 | $225.0K | 0.08% | +2,307 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,305 | $225.0K | 0.06% | +2,305 | New |
| Karn, Couzens & Associates, Inc. | 2,316 | $226.0K | 0.17% | −72−3.0% | Reduced |
| Norris Perne & French LLP | 2,320 | $226.0K | 0.02% | −15−0.6% | Reduced |
| Charter Research & Investment Group, Inc. | 2,325 | $227.0K | 0.19% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 2,325 | $227.0K | 0.02% | +145+6.7% | Added |
| Cobblestone Capital Advisors LLC | 2,334 | $228.0K | 0.02% | −292−11.1% | Reduced |
| Oarsman Capital, Inc. | 2,341 | $228.0K | 0.09% | −239−9.3% | Reduced |
| Financial Advocates Investment Management | 2,326 | $228.0K | 0.02% | +118+5.3% | Added |
| Proficio Capital Partners LLC | 2,339 | $228.0K | 0.03% | +209+9.8% | Added |
| NovaPoint Capital, LLC | 2,335 | $228.0K | 0.09% | +2,335 | New |
| Bath Savings Trust Co | 2,343 | $229.0K | 0.03% | −250−9.6% | Reduced |
| Joel Isaacson & Co., LLC | 2,342 | $229.0K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 2,342 | $229.0K | 0.01% | +2,342 | New |
| Octavia Wealth Advisors, LLC | 2,350 | $230.0K | 0.06% | −881−27.3% | Reduced |
| Shilanski & Associates, Inc. | 2,353 | $230.0K | 0.11% | −16−0.7% | Reduced |
| Sage Rhino Capital LLC | 2,370 | $231.0K | 0.07% | −8−0.3% | Reduced |
| Klingman & Associates, LLC | 2,369 | $231.0K | 0.02% | 00.0% | Unchanged |
| Fca Corp | 2,362 | $231.0K | 0.07% | 00.0% | Unchanged |
| Dakota Wealth Management | 2,378 | $232.0K | 0.03% | +2,378 | New |
| Central Bank & Trust Co | 2,386 | $233.0K | 0.04% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 2,384 | $233.0K | 0.03% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 2,399 | $234.0K | 0.08% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,397 | $234.0K | 0.00% | +23+1.0% | Added |
| Continuum Advisory, LLC | 2,420 | $236.0K | 0.06% | +6+0.2% | Added |
| Eads & Heald Wealth Management | 2,428 | $237.0K | 0.11% | −5−0.2% | Reduced |
| S&CO Inc | 2,438 | $237.0K | 0.02% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 2,434 | $237.5K | 0.11% | +17+0.7% | Added |
| Moseley Investment Management Inc | 2,417 | $238.0K | 0.12% | −197−7.5% | Reduced |
| FRG Family Wealth Advisors LLC | 2,450 | $239.0K | 0.05% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,447 | $239.0K | 0.02% | +133+5.7% | Added |
| Tradewinds Capital Management, LLC | 2,453 | $239.0K | 0.04% | +197+8.7% | Added |
| Country Trust Bank | 2,447 | $239.0K | 0.01% | +352+16.8% | Added |
| Allegheny Financial Group LTD | 2,461 | $240.0K | 0.11% | −113−4.4% | Reduced |
| Gleason Group, Inc. | 2,458 | $240.0K | 0.09% | +24+1.0% | Added |
| Simplex Trading, LLC | 2,428 | $241.0K | 0.01% | +38+1.6% | Added |
| Adviser Investments LLC | 2,481 | $242.0K | 0.02% | −267−9.7% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,485 | $242.0K | 0.14% | −93−3.6% | Reduced |
| Tiedemann Advisors, LLC | 2,491 | $242.0K | 0.01% | +16+0.6% | Added |
| Aveo Capital Partners, LLC | 2,481 | $242.0K | 0.05% | +23+0.9% | Added |
| Stokes Family Office, LLC | 2,479 | $242.0K | 0.03% | +93+3.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 2,483 | $242.0K | 0.02% | +155+6.7% | Added |
| New Potomac Partners, LLC | 2,482 | $242.0K | 0.17% | +2,482 | New |
| OneAscent Wealth Management LLC | 2,476 | $242.0K | 0.28% | +2,476 | New |
| Cedar Brook Financial Partners, LLC | 2,489 | $243.0K | 0.07% | −64−2.5% | Reduced |
| Mezzasalma Advisors, LLC | 2,487 | $243.0K | 0.14% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 2,489 | $243.0K | 0.12% | +9+0.4% | Added |
| Boltwood Capital Management | 2,500 | $244.0K | 0.10% | −945−27.4% | Reduced |
| Chelsea Counsel Co | 2,505 | $244.0K | 0.11% | −50−2.0% | Reduced |
| Beck Bode, LLC | 2,502 | $244.0K | 0.07% | −23−0.9% | Reduced |
| Shayne & Co., LLC | 2,500 | $244.0K | 0.14% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 2,503 | $244.0K | 0.04% | 00.0% | Unchanged |
| JB Capital LLC | 2,535 | $247.0K | 0.03% | +2,535 | New |
| Keeler Thomas Management LLC | 2,550 | $248.0K | 0.12% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 2,557 | $250.0K | 0.01% | +18+0.7% | Added |