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 |
|---|---|---|---|---|---|
| Peachtree Investment Partners, LLC | 3,283 | $320.0K | 0.16% | +53+1.6% | Added |
| Putnam Investments LLC | 3,277 | $320.0K | 0.00% | +31+1.0% | Added |
| Rosenberg Matthew Hamilton | 3,291 | $321.0K | 0.13% | +10.0% | Added |
| Gotham Asset Management, LLC | 3,303 | $322.0K | 0.01% | −36,772−91.8% | Reduced |
| Wealth Advisory Solutions, LLC | 3,300 | $322.0K | 0.07% | +3,300 | New |
| Evergreen Capital Management LLC | 3,315 | $323.0K | 0.01% | +88+2.7% | Added |
| Adell Harriman & Carpenter Inc | 3,322 | $324.2K | 0.03% | +1,056+46.6% | Added |
| Verus Financial Partners, Inc. | 3,257 | $325.0K | 0.05% | −182−5.3% | Reduced |
| St. Louis Trust Co | 3,333 | $325.0K | 0.09% | 00.0% | Unchanged |
| Harbor Financial Services, LLC | 3,329 | $325.0K | 0.14% | +137+4.3% | Added |
| Weatherly Asset Management L. P. | 3,336 | $326.0K | 0.04% | −132−3.8% | Reduced |
| Rockland Trust Co | 3,338 | $326.0K | 0.02% | +173+5.5% | Added |
| PBMares Wealth Management LLC | 3,337 | $326.0K | 0.16% | +822+32.7% | Added |
| Diversified Portfolios, Inc. | 3,365 | $328.0K | 0.09% | −250−6.9% | Reduced |
| YHB Investment Advisors, Inc. | 3,370 | $329.0K | 0.03% | −213−5.9% | Reduced |
| MONECO Advisors, LLC | 3,394 | $331.0K | 0.13% | +176+5.5% | Added |
| Pittenger & Anderson Inc | 3,400 | $332.0K | 0.02% | +150+4.6% | Added |
| Mark Stevens | 3,410 | $333.0K | 0.04% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 3,410 | $333.0K | 0.10% | 00.0% | Unchanged |
| Community Trust & Investment Co | 3,409 | $333.0K | 0.03% | +3,409 | New |
| Reitz Capital Advisors LLC | 3,430 | $335.0K | 0.25% | −1,153−25.2% | Reduced |
| Renasant Bank | 3,432 | $335.0K | 0.27% | −56−1.6% | Reduced |
| Pitcairn Co | 3,434 | $335.0K | 0.02% | +65+1.9% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,449 | $337.0K | 0.14% | −10,692−75.6% | Reduced |
| Hotaling Investment Management, LLC | 3,453 | $337.0K | 0.14% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,456 | $338.0K | 0.10% | −345−9.1% | Reduced |
| Watchman Group, Inc. | 3,459 | $338.0K | 0.22% | 00.0% | Unchanged |
| Telemus Capital, LLC | 3,477 | $339.0K | 0.03% | +573+19.7% | Added |
| BKD Wealth Advisors, LLC | 3,473 | $339.0K | 0.02% | +647+22.9% | Added |
| Mayfair Advisory Group, LLC | 3,378 | $340.0K | 0.52% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 3,480 | $340.0K | 0.24% | +3,480 | New |
| MCF Advisors LLC | 3,502 | $342.0K | 0.03% | −7−0.2% | Reduced |
| Burney Co | 3,518 | $343.0K | 0.02% | −42−1.2% | Reduced |
| Boston Trust Walden Corp | 3,525 | $344.0K | 0.00% | −83−2.3% | Reduced |
| Equitable Trust Co | 3,534 | $345.0K | 0.02% | −121−3.3% | Reduced |
| Financial Management Professionals, Inc. | 3,557 | $347.0K | 0.08% | +16+0.5% | Added |
| River Wealth Advisors LLC | 3,551 | $347.0K | 0.06% | +18+0.5% | Added |
| Hexagon Capital Partners LLC | 3,565 | $348.0K | 0.10% | +101+2.9% | Added |
| Hallmark Capital Management Inc | 3,582 | $349.0K | 0.03% | −254−6.6% | Reduced |
| Bridgeworth, LLC | 3,600 | $351.0K | 0.10% | +312+9.5% | Added |
| Intersect Capital LLC | 3,594 | $351.0K | 0.06% | +330+10.1% | Added |
| IronBridge Private Wealth, LLC | 3,614 | $353.0K | 0.21% | 00.0% | Unchanged |
| McDonald Partners LLC | 3,623 | $354.0K | 0.08% | +227+6.7% | Added |
| Allen Capital Group, LLC | 3,636 | $355.0K | 0.07% | −336−8.5% | Reduced |
| West Paces Advisors Inc. | 3,647 | $355.9K | 0.12% | +1,208+49.5% | Added |
| Marshall Financial Group LLC | 3,650 | $356.0K | 0.18% | +1,556+74.3% | Added |
| Acorn Financial Advisory Services Inc | 3,637 | $357.0K | 0.11% | −2,169−37.4% | Reduced |
| Ausdal Financial Partners, Inc. | 3,670 | $358.0K | 0.05% | +30+0.8% | Added |
| BDO Wealth Advisors, LLC | 3,683 | $359.0K | 0.04% | −571−13.4% | Reduced |
| ACG Wealth | 3,682 | $359.0K | 0.05% | +11+0.3% | Added |
| Wimmer Associates 1, LLC | 3,682 | $359.0K | 0.21% | +90+2.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 3,688 | $360.0K | 0.13% | −54−1.4% | Reduced |
| Davis R M Inc | 3,696 | $361.0K | 0.01% | −99−2.6% | Reduced |
| Accel Wealth Management | 3,706 | $362.0K | 0.23% | −32−0.9% | Reduced |
| McRae Capital Management Inc | 3,715 | $363.0K | 0.08% | −100−2.6% | Reduced |
| King Wealth | 3,718 | $363.0K | 0.07% | −105−2.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,729 | $364.0K | 0.13% | 00.0% | Unchanged |
| Milestone Advisory Partners | 3,726 | $364.0K | 0.21% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,745 | $365.0K | 0.15% | +262+7.5% | Added |
| Sigma Investment Counselors Inc | 3,757 | $367.0K | 0.03% | +121+3.3% | Added |
| Stephenson National Bank & Trust | 3,756 | $367.0K | 0.23% | +410+12.3% | Added |
| Valmark Advisers, Inc. | 3,774 | $368.0K | 0.01% | +463+14.0% | Added |
| CRA Financial Services, LLC | 3,771 | $368.0K | 0.12% | +869+29.9% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,780 | $369.0K | 0.28% | −240−6.0% | Reduced |
| Aspiriant, LLC | 3,782 | $370.0K | 0.02% | 00.0% | Unchanged |
| Destination Wealth Management | 3,798 | $371.0K | 0.01% | +36+1.0% | Added |
| Asset Dedication, LLC | 3,813 | $373.0K | 0.05% | +10.0% | Added |
| Greatmark Investment Partners, Inc. | 3,826 | $373.0K | 0.07% | +66+1.8% | Added |
| Childress Capital Advisors, LLC | 3,877 | $373.0K | 0.15% | +1,773+84.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,833 | $374.0K | 0.19% | −100−2.5% | Reduced |
| Brown Advisory Securities, LLC | 3,856 | $377.0K | 0.11% | −525−12.0% | Reduced |
| Pflug Koory, LLC | 3,873 | $378.0K | 0.21% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 3,884 | $379.0K | 0.03% | +8+0.2% | Added |
| Legacy Financial Advisors, Inc. | 3,886 | $379.0K | 0.09% | +1,281+49.2% | Added |
| Concord Wealth Partners | 3,903 | $381.0K | 0.16% | −4,037−50.8% | Reduced |
| Arrow Financial Corp | 3,913 | $382.0K | 0.05% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,936 | $384.0K | 0.03% | +258+7.0% | Added |
| Wolverine Asset Management LLC | 3,937 | $384.0K | 0.00% | +3,937 | New |
| Prio Wealth Limited Partnership | 3,943 | $385.0K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 3,941 | $385.0K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,945 | $385.0K | 0.03% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 3,955 | $386.0K | 0.14% | −855−17.8% | Reduced |
| Krane Funds Advisors LLC | 3,963 | $387.0K | 0.01% | −1,392−26.0% | Reduced |
| Mission Wealth Management, LP | 3,978 | $388.0K | 0.02% | −2,641−39.9% | Reduced |
| St Germain D J Co Inc | 3,985 | $389.0K | 0.02% | −1,160−22.5% | Reduced |
| KC Investment Advisors, LLC | 3,990 | $389.0K | 0.31% | −13−0.3% | Reduced |
| Garrett Wealth Advisory Group, LLC | 3,982 | $389.0K | 0.25% | +38+1.0% | Added |
| Taconic Capital Advisors LP | 4,000 | $390.0K | 0.01% | −245,900−98.4% | Reduced |
| SG3 Management, LLC | 4,000 | $390.0K | 0.14% | −13,650−77.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 4,000 | $390.0K | 0.05% | −1,530−27.7% | Reduced |
| Cooper Financial Group | 3,996 | $390.0K | 0.08% | +75+1.9% | Added |
| Edge Capital Group, LLC | 3,996 | $390.0K | 0.03% | +991+33.0% | Added |
| Truvestments Capital LLC | 4,022 | $392.0K | 0.22% | +10+0.2% | Added |
| CFO4Life Group, LLC | 4,031 | $393.0K | 0.09% | +61+1.5% | Added |
| First Citizens Financial Corp | 4,072 | $397.0K | 0.32% | −552−11.9% | Reduced |
| Gray Wealth Management Inc. | 4,073 | $397.0K | 0.22% | +20.0% | Added |
| Bremer Bank National Association | 4,065 | $397.0K | 0.08% | +99+2.5% | Added |
| Quad-Cities Investment Group, LLC | 4,073 | $398.0K | 0.28% | −721−15.0% | Reduced |
| Balentine LLC | 4,075 | $398.0K | 0.02% | +1,157+39.7% | Added |
| Carl P. Sherr & Co., LLC | 4,098 | $400.0K | 0.32% | −8−0.2% | Reduced |