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 |
|---|---|---|---|---|---|
| VeraBank, N.A. | 2,556 | $250.0K | 0.14% | +55+2.2% | Added |
| Indiana Trust & Investment Management CO | 2,564 | $250.0K | 0.13% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 2,573 | $251.0K | 0.06% | −177−6.4% | Reduced |
| Mairs & Power Inc | 2,574 | $251.0K | 0.00% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 2,568 | $251.0K | 0.06% | +173+7.2% | Added |
| Nicolet Bankshares Inc | 2,593 | $253.0K | 0.07% | −49−1.9% | Reduced |
| Baker Ellis Asset Management LLC | 2,531 | $253.0K | 0.05% | 00.0% | Unchanged |
| CapWealth Advisors, LLC | 2,605 | $254.0K | 0.03% | −38−1.4% | Reduced |
| Investors Financial Group, LLC | 2,605 | $254.0K | 0.13% | +12+0.5% | Added |
| Fiduciary Planning LLC | 2,603 | $254.0K | 0.14% | +2,603 | New |
| Bender Robert & Associates | 2,626 | $256.0K | 0.07% | 00.0% | Unchanged |
| Red Wave Investments LLC | 2,638 | $257.0K | 0.09% | −6−0.2% | Reduced |
| Oak Harvest Investment Services | 2,631 | $257.0K | 0.07% | +159+6.4% | Added |
| Virtu Financial LLC | 2,633 | $257.0K | 0.02% | +2,633 | New |
| Citizens National Bank Trust Department | 2,653 | $258.0K | 0.07% | −300−10.2% | Reduced |
| Sanders Morris Harris LLC | 2,650 | $258.0K | 0.05% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 2,645 | $258.0K | 0.04% | 00.0% | Unchanged |
| Bank of the West | 2,641 | $258.0K | 0.03% | +23+0.9% | Added |
| Interchange Capital Partners, LLC | 2,663 | $259.0K | 0.43% | −101−3.7% | Reduced |
| Yorktown Management & Research Co Inc | 2,650 | $259.0K | 0.19% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,669 | $260.0K | 0.04% | −600−18.4% | Reduced |
| Providence First Trust Co | 2,666 | $260.0K | 0.12% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,662 | $260.0K | 0.03% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 2,680 | $261.0K | 0.03% | −254−8.7% | Reduced |
| Harvey Investment Co LLC | 2,675 | $261.0K | 0.03% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 2,686 | $262.0K | 0.08% | +2,686 | New |
| Domani Wealth, LLC | 2,723 | $266.0K | 0.06% | −12−0.4% | Reduced |
| Abbrea Capital, LLC | 2,735 | $267.0K | 0.04% | −260−8.7% | Reduced |
| 180 Wealth Advisors, LLC | 2,666 | $268.0K | 0.06% | 00.0% | Unchanged |
| ClearBridge Investments Ltd | 2,754 | $269.0K | 0.01% | −182−6.2% | Reduced |
| Biltmore Capital Advisors LLC | 2,758 | $269.0K | 0.05% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,762 | $270.0K | 0.16% | −175−6.0% | Reduced |
| Hunter Associates Investment Management LLC | 2,765 | $270.0K | 0.09% | 00.0% | Unchanged |
| RNC Capital Management LLC | 2,766 | $270.0K | 0.01% | +157+6.0% | Added |
| BOK Financial Private Wealth, Inc. | 2,767 | $270.0K | 0.02% | +420+17.9% | Added |
| Berkshire Bank | 2,777 | $271.0K | 0.07% | −16−0.6% | Reduced |
| Liberty Wealth Management LLC | 2,746 | $272.0K | 0.10% | +826+43.0% | Added |
| Sutton Wealth Advisors Inc. | 2,787 | $272.0K | 0.10% | +194+7.5% | Added |
| tru Independence LLC | 2,797 | $273.0K | 0.08% | +2,797 | New |
| Absher Wealth Management, LLC | 2,826 | $276.0K | 0.05% | −3,706−56.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 2,828 | $276.0K | 0.04% | +112+4.1% | Added |
| Magnolia Capital Advisors LLC | 2,832 | $276.0K | 0.10% | +2,832 | New |
| Grant/GrossMendelsohn, LLC | 2,702 | $277.0K | 0.22% | +20+0.7% | Added |
| Covenant Partners, LLC | 2,852 | $278.0K | 0.11% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 2,859 | $279.0K | 0.05% | +145+5.3% | Added |
| Reynders McVeigh Capital Management, LLC | 2,866 | $280.0K | 0.02% | −282−9.0% | Reduced |
| Towerpoint Wealth, LLC | 2,870 | $280.0K | 0.14% | −106−3.6% | Reduced |
| Fulcrum Equity Management | 2,865 | $280.0K | 0.11% | +27+1.0% | Added |
| AlphaCrest Capital Management LLC | 2,879 | $281.0K | 0.01% | −2,621−47.7% | Reduced |
| Birchcreek Wealth Management, LLC | 2,885 | $282.0K | 0.26% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,896 | $282.6K | 0.00% | +143+5.2% | Added |
| Lloyd Advisory Services, LLC. | 2,905 | $283.0K | 0.15% | −7−0.2% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,915 | $284.0K | 0.08% | +23+0.8% | Added |
| Investors Asset Management of Georgia Inc | 2,917 | $285.0K | 0.15% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 2,926 | $285.0K | 0.07% | −42−1.4% | Reduced |
| Cadinha & Co LLC | 2,935 | $286.0K | 0.04% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 2,946 | $287.0K | 0.06% | +141+5.0% | Added |
| Berman Capital Advisors, LLC | 2,945 | $287.0K | 0.05% | +778+35.9% | Added |
| Ledyard National Bank | 2,950 | $288.0K | 0.03% | −206−6.5% | Reduced |
| Cornerstone Management, Inc. | 2,961 | $289.0K | 0.08% | +3+0.1% | Added |
| Becker Capital Management Inc | 2,974 | $290.0K | 0.01% | −200−6.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,974 | $290.0K | 0.03% | +2,974 | New |
| Fagan Associates, Inc. | 2,980 | $291.0K | 0.06% | −398−11.8% | Reduced |
| Summit Asset Management, LLC | 2,978 | $291.0K | 0.09% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 2,988 | $291.6K | 0.03% | +212+7.6% | Added |
| Foundations Investment Advisors, LLC | 2,921 | $293.0K | 0.01% | +282+10.7% | Added |
| Sittner & Nelson, LLC | 3,016 | $294.0K | 0.19% | +750+33.1% | Added |
| Fma Advisory Inc | 3,021 | $295.0K | 0.11% | −209−6.5% | Reduced |
| David Loasby | 3,026 | $295.0K | 0.04% | +2+0.1% | Added |
| Old Second National Bank of Aurora | 3,019 | $295.0K | 0.08% | +76+2.6% | Added |
| Asset Advisors Investment Management, LLC | 3,026 | $295.0K | 0.03% | +444+17.2% | Added |
| Mosaic Family Wealth, LLC | 3,047 | $297.0K | 0.08% | +150+5.2% | Added |
| BCGM Wealth Management, LLC | 2,912 | $297.0K | 0.17% | +483+19.9% | Added |
| Private Capital Group, LLC | 3,054 | $298.0K | 0.07% | +254+9.1% | Added |
| TFG Advisers LLC | 3,067 | $299.0K | 0.14% | −9−0.3% | Reduced |
| LSP Investment Advisors, LLC | 3,060 | $299.0K | 0.12% | +3,060 | New |
| Burns J W & Co Inc | 3,099 | $302.0K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 3,107 | $303.0K | 0.15% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 3,100 | $303.0K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 3,149 | $307.0K | 0.15% | −98−3.0% | Reduced |
| Meridian Investment Counsel Inc. | 3,145 | $307.0K | 0.11% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,155 | $308.0K | 0.10% | +3,155 | New |
| 44 Wealth Management LLC | 3,167 | $309.0K | 0.12% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 3,169 | $309.0K | 0.04% | +101+3.3% | Added |
| Flputnam Investment Management Co | 3,177 | $310.0K | 0.01% | +451+16.5% | Added |
| Bridges Investment Management Inc | 3,195 | $312.0K | 0.01% | −100−3.0% | Reduced |
| Bank of Nova Scotia Trust Co | 3,200 | $312.0K | 0.03% | −10.0% | Reduced |
| MJP Associates Inc | 3,199 | $312.0K | 0.11% | +27+0.9% | Added |
| Beaton Management Co. Inc. | 3,202 | $312.0K | 0.21% | +100+3.2% | Added |
| Hoylecohen, LLC | 3,206 | $313.0K | 0.03% | +105+3.4% | Added |
| Michael B. Yongue | 3,214 | $314.0K | 0.23% | −125−3.7% | Reduced |
| Apriem Advisors | 3,220 | $314.0K | 0.05% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,219 | $314.0K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 3,206 | $314.0K | 0.03% | +867+37.1% | Added |
| Strategic Wealth Designers | 3,221 | $315.0K | 0.09% | −1,004−23.8% | Reduced |
| Field & Main Bank | 3,235 | $316.0K | 0.21% | −110−3.3% | Reduced |
| Winfield Associates, Inc. | 3,248 | $317.0K | 0.12% | −15−0.5% | Reduced |
| Am Investment Strategies LLC | 3,249 | $317.0K | 0.08% | +49+1.5% | Added |
| Johnson Financial Group, Inc. | 3,254 | $318.0K | 0.02% | −313−8.8% | Reduced |
| Two Sigma Securities, LLC | 3,270 | $319.0K | 0.07% | +3,270 | New |