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 |
|---|---|---|---|---|---|
| Exane Derivatives | 4,119 | $402.0K | 0.10% | −467−10.2% | Reduced |
| Farmers Trust Co | 4,081 | $402.0K | 0.09% | −50−1.2% | Reduced |
| Wilkins Investment Counsel Inc | 4,121 | $402.0K | 0.10% | +4,121 | New |
| Means Investment Co., Inc. | 4,146 | $405.0K | 0.08% | −84−2.0% | Reduced |
| Engine No. 1 LLC | 4,154 | $405.0K | 0.10% | +1,702+69.4% | Added |
| White Lighthouse Investment Management Inc. | 4,160 | $406.0K | 0.11% | 00.0% | Unchanged |
| Teza Capital Management LLC | 4,172 | $407.0K | 0.20% | −36,791−89.8% | Reduced |
| Dodge & Cox | 4,166 | $407.0K | 0.00% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 4,169 | $407.0K | 0.04% | +55+1.3% | Added |
| Harbor Investment Advisory, LLC | 4,183 | $408.0K | 0.06% | 00.0% | Unchanged |
| Lantz Financial LLC | 4,176 | $408.0K | 0.21% | +106+2.6% | Added |
| Capital Analysts, LLC | 4,179 | $408.0K | 0.03% | +164+4.1% | Added |
| Toews Corp | 4,200 | $410.0K | 0.05% | +4,200 | New |
| Gladstone Institutional Advisory LLC | 4,215 | $411.0K | 0.04% | +454+12.1% | Added |
| Garrett Investment Advisors LLC | 4,227 | $413.0K | 0.13% | +116+2.8% | Added |
| Traphagen Investment Advisors LLC | 2,779 | $414.9K | 0.08% | +9+0.3% | Added |
| Meristem Family Wealth, LLC | 4,264 | $416.0K | 0.04% | +214+5.3% | Added |
| Karpas Strategies, LLC | 4,068 | $417.0K | 0.14% | 00.0% | Unchanged |
| Cambridge Trust Co | 4,319 | $421.0K | 0.02% | +72+1.7% | Added |
| Bray Capital Advisors | 4,320 | $422.0K | 0.11% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4,320 | $422.0K | 0.10% | +33+0.8% | Added |
| Navellier & Associates Inc | 4,322 | $422.0K | 0.06% | +68+1.6% | Added |
| NuWave Investment Management, LLC | 4,325 | $422.0K | 0.48% | +4,325 | New |
| Cypress Asset Management Inc | 4,350 | $425.0K | 0.11% | 00.0% | Unchanged |
| Blue Fin Capital, Inc. | 4,367 | $426.0K | 0.13% | −333−7.1% | Reduced |
| Tatro Capital, LLC | 4,366 | $426.0K | 0.33% | −26−0.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 4,370 | $426.0K | 0.23% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4,364 | $426.0K | 0.09% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 4,363 | $426.0K | 0.36% | +10.0% | Added |
| Tectonic Advisors LLC | 4,360 | $426.0K | 0.08% | +1,107+34.0% | Added |
| Marathon Capital Management | 4,370 | $427.0K | 0.10% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,374 | $427.0K | 0.27% | +204+4.9% | Added |
| Centaurus Financial, Inc. | 4,400 | $429.0K | 0.04% | +165+3.9% | Added |
| Redhawk Wealth Advisors, Inc. | 4,399 | $429.0K | 0.12% | +1,916+77.2% | Added |
| Alliance Wealth Advisors, LLC | 4,412 | $431.0K | 0.38% | −146−3.2% | Reduced |
| Advisor OS, LLC | 4,438 | $433.0K | 0.09% | +561+14.5% | Added |
| Reaves W H & Co Inc | 4,486 | $438.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4,511 | $440.0K | 0.25% | +8+0.2% | Added |
| Flaharty Asset Management, LLC | 4,536 | $443.0K | 0.09% | −1,297−22.2% | Reduced |
| Assetmark, Inc | 4,536 | $443.0K | 0.00% | +69+1.5% | Added |
| Essex Private Wealth Management, LLC | 4,554 | $444.0K | 0.40% | −171−3.6% | Reduced |
| Holloway Wealth Management, LLC | – | $444.0K | 0.14% | – | – |
| First Heartland Consultants, Inc. | 4,563 | $445.0K | 0.07% | −2,751−37.6% | Reduced |
| Alpha Cubed Investments, LLC | 4,565 | $445.0K | 0.03% | +97+2.2% | Added |
| McKinley Carter Wealth Services, Inc. | 4,573 | $447.0K | 0.04% | +942+25.9% | Added |
| Minot Wealth Management LLC | 4,590 | $448.0K | 0.10% | +350+8.3% | Added |
| Westover Capital Advisors, LLC | 4,626 | $451.0K | 0.14% | −116−2.4% | Reduced |
| LVM Capital Management Ltd | 4,628 | $452.0K | 0.07% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 4,631 | $452.0K | 0.03% | +490+11.8% | Added |
| KLCM Advisors, Inc. | 4,659 | $455.0K | 0.10% | +380+8.9% | Added |
| Iron Financial, LLC | 4,681 | $457.0K | 0.22% | +4,681 | New |
| Los Angeles Capital Management LLC | 4,692 | $458.0K | 0.00% | −11,504−71.0% | Reduced |
| Wendell David Associates Inc | 4,697 | $458.0K | 0.05% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 4,708 | $459.0K | 0.15% | +10.0% | Added |
| Alaethes Wealth LLC | 4,726 | $461.0K | 0.34% | −314−6.2% | Reduced |
| Marietta Investment Partners LLC | 4,722 | $461.0K | 0.11% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 4,732 | $462.0K | 0.11% | +20.0% | Added |
| American Money Management, LLC | 4,740 | $463.0K | 0.13% | +4,740 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,751 | $464.0K | 0.03% | +2,235+88.8% | Added |
| Costello Asset Management, INC | 4,761 | $465.0K | 0.30% | +719+17.8% | Added |
| Heritage Wealth Advisors | 4,786 | $467.1K | 0.03% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,807 | $469.0K | 0.22% | −268−5.3% | Reduced |
| Coastline Trust Co | 4,805 | $469.0K | 0.06% | 00.0% | Unchanged |
| Wolff Financial Management LLC | 4,810 | $469.0K | 0.41% | +4,810 | New |
| Girard Partners Ltd. | 4,832 | $471.0K | 0.06% | +185+4.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,839 | $472.0K | 0.08% | +563+13.2% | Added |
| NorthRock Partners, LLC | 4,833 | $472.0K | 0.04% | +708+17.2% | Added |
| Novare Capital Management LLC | 4,840 | $472.0K | 0.05% | +909+23.1% | Added |
| Intercontinental Wealth Advisors, LLC | 4,851 | $473.0K | 0.11% | −2,885−37.3% | Reduced |
| Visionary Wealth Advisors | 4,865 | $475.0K | 0.05% | −35−0.7% | Reduced |
| Associated Banc-Corp | 4,871 | $475.0K | 0.02% | +20.0% | Added |
| Campion Asset Management LLC | 4,869 | $475.0K | 0.42% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,781 | $479.0K | 0.03% | −1,285−21.2% | Reduced |
| NBT Bank N A | 4,910 | $479.0K | 0.07% | −75−1.5% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 4,910 | $479.0K | 0.08% | +30+0.6% | Added |
| Johnson Financial Group, LLC | 4,928 | $480.0K | 0.09% | −970−16.4% | Reduced |
| Deseret Mutual Benefit Administrators | 4,950 | $483.0K | 0.09% | −1,579−24.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,960 | $484.0K | 0.02% | −75−1.5% | Reduced |
| Moneta Group Investment Advisors LLC | 4,970 | $485.0K | 0.02% | +260+5.5% | Added |
| Sunflower Bank, N.A. | 5,003 | $488.0K | 0.07% | −275−5.2% | Reduced |
| Curi Capital | 5,015 | $489.0K | 0.22% | +9+0.2% | Added |
| Cannon Financial Strategists, Inc. | 5,011 | $489.0K | 0.19% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 5,048 | $492.0K | 0.11% | −960−16.0% | Reduced |
| Doliver Advisors, LP | 5,041 | $492.0K | 0.17% | +985+24.3% | Added |
| RB Capital Management, LLC | 5,048 | $493.0K | 0.19% | +10+0.2% | Added |
| Stratos Wealth Advisors, LLC | 5,086 | $496.0K | 0.04% | −543−9.6% | Reduced |
| Accurate Wealth Management, LLC | 5,075 | $499.0K | 0.44% | +68+1.4% | Added |
| Great Valley Advisor Group, Inc. | 5,124 | $500.0K | 0.03% | +175+3.5% | Added |
| Wills Financial Group, Inc. | 5,128 | $500.0K | 0.22% | +512+11.1% | Added |
| Claraphi Advisory Network, LLC | 5,132 | $501.0K | 0.18% | −2,329−31.2% | Reduced |
| Bedel Financial Consulting, Inc. | 5,135 | $501.0K | 0.17% | −28−0.5% | Reduced |
| Hall Private Wealth Advisors | 5,141 | $502.0K | 0.32% | −299−5.5% | Reduced |
| Phocas Financial Corp. | 5,151 | $503.0K | 0.06% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,168 | $504.0K | 0.07% | −3,155−37.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 5,686 | $504.0K | 0.00% | +1,045+22.5% | Added |
| Mather Group, LLC. | 5,172 | $505.0K | 0.01% | −260−4.8% | Reduced |
| CMG Global Holdings, LLC | 5,183 | $506.0K | 0.38% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 5,200 | $507.0K | 0.16% | −512−9.0% | Reduced |
| Hummer Financial Advisory Services Inc | 5,196 | $507.0K | 0.47% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 5,193 | $507.0K | 0.30% | +2,833+120.0% | Added |