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 |
|---|---|---|---|---|---|
| First Hawaiian Bank | 5,208 | $508.0K | 0.02% | −32−0.6% | Reduced |
| Darwin Advisors, LLC | 5,240 | $511.0K | 0.08% | +7+0.1% | Added |
| CoreFirst Bank & Trust | 5,234 | $511.0K | 0.35% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,236 | $511.0K | 0.10% | +5+0.1% | Added |
| Douglas Lane & Associates, LLC | 5,239 | $511.0K | 0.01% | +18+0.3% | Added |
| NEXT Financial Group, Inc | 5,238 | $511.0K | 0.04% | +799+18.0% | Added |
| Loveless Wealth Management LLC | 5,255 | $513.0K | 0.31% | +1,170+28.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,333 | $520.0K | 0.17% | +526+10.9% | Added |
| Day & Ennis, LLC | 5,384 | $525.0K | 0.18% | +199+3.8% | Added |
| Ballentine Partners, LLC | 5,398 | $526.0K | 0.02% | +196+3.8% | Added |
| Bigelow Investment Advisors, LLC | 5,422 | $529.0K | 0.26% | −2,908−34.9% | Reduced |
| First Quadrant L P | 5,424 | $529.0K | 0.06% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 5,299 | $531.0K | 0.05% | +454+9.4% | Added |
| Sugarloaf Wealth Management, LLC | 5,452 | $532.0K | 0.14% | +775+16.6% | Added |
| Patriot Investment Management Inc. | 5,471 | $533.0K | 0.05% | +245+4.7% | Added |
| Cornerstone Wealth Management, LLC | 5,503 | $537.0K | 0.06% | +907+19.7% | Added |
| Bard Financial Services, Inc. | 5,535 | $540.0K | 0.05% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 5,542 | $540.0K | 0.64% | +5,542 | New |
| Wrapmanager Inc | 5,541 | $541.0K | 0.14% | −40−0.7% | Reduced |
| Kanawha Capital Management LLC | 5,544 | $541.0K | 0.05% | +26+0.5% | Added |
| Wintrust Investments LLC | 5,568 | $543.0K | 0.07% | −69−1.2% | Reduced |
| Kings Point Capital Management | 5,565 | $543.0K | 0.05% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,573 | $544.0K | 0.10% | +1,737+45.3% | Added |
| 1832 Asset Management L.P. | 5,505 | $545.0K | 0.00% | +5,505 | New |
| Selective Wealth Management, Inc. | 5,590 | $546.0K | 0.29% | −3,732−40.0% | Reduced |
| Verity Asset Management, Inc. | 5,606 | $547.0K | 0.35% | −1,448−20.5% | Reduced |
| Lake Street Financial LLC | 5,602 | $547.0K | 0.13% | −230−3.9% | Reduced |
| XML Financial, LLC | 5,623 | $549.0K | 0.07% | +3,255+137.5% | Added |
| Edgewood Management LLC | 5,634 | $550.0K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,632 | $550.0K | 0.11% | +36+0.6% | Added |
| Resources Investment Advisors, LLC. | 5,643 | $551.0K | 0.02% | +507+9.9% | Added |
| Boston Financial Mangement LLC | 5,660 | $552.0K | 0.02% | +875+18.3% | Added |
| Hudock, Inc. | 5,687 | $555.0K | 0.17% | −206−3.5% | Reduced |
| Atlantic Trust, LLC | 5,702 | $556.0K | 0.35% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 5,715 | $558.0K | 0.05% | −2,221−28.0% | Reduced |
| Sandy Spring Bank | 5,737 | $560.0K | 0.03% | −72−1.2% | Reduced |
| Groesbeck Investment Management Corp | 5,733 | $560.0K | 0.65% | +5,733 | New |
| Probity Advisors, Inc. | 5,748 | $561.0K | 0.12% | −183−3.1% | Reduced |
| Headinvest, LLC | 5,757 | $562.0K | 0.11% | −65−1.1% | Reduced |
| E&G Advisors, LP | 5,800 | $566.0K | 0.15% | +5,800 | Added |
| Community Bank, N.A. | 5,811 | $567.0K | 0.07% | −42−0.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 5,811 | $567.0K | 0.06% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 5,808 | $567.0K | 0.22% | +2,314+66.2% | Added |
| Enterprise Financial Services Corp | 5,826 | $568.0K | 0.07% | −2,689−31.6% | Reduced |
| PSI Advisors, LLC | 5,834 | $569.0K | 0.26% | −430−6.9% | Reduced |
| Advisors Capital Management, LLC | 5,842 | $570.0K | 0.02% | −65−1.1% | Reduced |
| Princeton Capital Management LLC | 5,840 | $570.0K | 0.18% | 00.0% | Unchanged |
| Corsicana & Co. | 5,856 | $571.0K | 0.36% | 00.0% | Unchanged |
| Summit Financial, LLC | 5,852 | $571.1K | 0.05% | +5,852 | New |
| Bayesian Capital Management, LP | 5,904 | $576.0K | 0.17% | −4,596−43.8% | Reduced |
| Hancock Whitney Corp | 5,911 | $577.0K | 0.02% | +862+17.1% | Added |
| Newbridge Financial Services Group, Inc. | 5,923 | $578.0K | 0.36% | +1,690+39.9% | Added |
| International Assets Investment Management, LLC | 5,986 | $579.0K | 0.10% | +194+3.3% | Added |
| First Financial Bank - Trust Division | 5,961 | $582.0K | 0.06% | −60−1.0% | Reduced |
| Capital Advisors Inc | 5,988 | $584.0K | 0.02% | −435−6.8% | Reduced |
| V Wealth Advisors LLC | 5,994 | $585.0K | 0.09% | +14+0.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $586.0K | 0.19% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,011 | $587.0K | 0.02% | −1,222−16.9% | Reduced |
| Goepper Burkhardt LLC | 6,015 | $587.0K | 0.37% | −10.0% | Reduced |
| Detalus Advisors, LLC | 6,024 | $588.0K | 0.30% | +252+4.4% | Added |
| Formidable Asset Management, LLC | 6,050 | $590.0K | 0.11% | +7+0.1% | Added |
| LBMC Investment Advisors, LLC | 6,057 | $591.0K | 0.06% | 00.0% | Unchanged |
| Old Port Advisors | 5,807 | $591.0K | 0.21% | +200+3.6% | Added |
| North Star Investment Management Corp. | 6,077 | $593.0K | 0.05% | 00.0% | Unchanged |
| CSS LLC | 6,090 | $594.0K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 6,142 | $599.4K | 0.22% | +790+14.8% | Added |
| Campbell & CO Investment Adviser LLC | 6,150 | $600.0K | 0.20% | +6,150 | New |
| SPC Financial, Inc. | 6,171 | $602.0K | 0.07% | −233−3.6% | Reduced |
| Future Financial Wealth Managment LLC | 6,097 | $602.0K | 0.62% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 6,173 | $602.0K | 0.02% | +598+10.7% | Added |
| Wellington Shields & Co., LLC | 6,223 | $607.0K | 0.21% | +6+0.1% | Added |
| Aspen Investment Management Inc | 6,228 | $608.0K | 0.32% | +147+2.4% | Added |
| Monetary Management Group Inc | 6,233 | $608.0K | 0.17% | +1,800+40.6% | Added |
| Transform Wealth, LLC | 6,245 | $609.0K | 0.07% | −861−12.1% | Reduced |
| ERTS Wealth Advisors, LLC | 6,265 | $611.0K | 0.16% | −70−1.1% | Reduced |
| Occudo Quantitative Strategies LP | 6,268 | $612.0K | 0.07% | +6,268 | New |
| Burke & Herbert Bank & Trust Co | 6,301 | $615.0K | 0.40% | +508+8.8% | Added |
| Gateway Investment Advisers LLC | 6,317 | $616.0K | 0.01% | −175−2.7% | Reduced |
| Sandbox Financial Partners, LLC | 6,311 | $616.0K | 0.44% | +450+7.7% | Added |
| Front Row Advisors LLC | 6,326 | $617.0K | 0.26% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 6,325 | $617.0K | 0.56% | −408−6.1% | Reduced |
| EPG Wealth Management LLC | 6,348 | $619.0K | 0.25% | +908+16.7% | Added |
| Quadrant Capital Group LLC | 6,352 | $620.0K | 0.09% | +71+1.1% | Added |
| First Command Bank | 6,351 | $620.0K | 0.11% | +317+5.3% | Added |
| First Command Financial Services, Inc. | 6,351 | $620.0K | 0.11% | +317+5.3% | Added |
| Bessemer Group Inc | 6,359 | $620.0K | 0.00% | +1,721+37.1% | Added |
| Stonnington Group, LLC | 6,200 | $623.0K | 0.14% | −100−1.6% | Reduced |
| Gradient Investments LLC | 6,406 | $625.0K | 0.02% | −731−10.2% | Reduced |
| Laidlaw Wealth Management LLC | 6,405 | $625.0K | 0.16% | +1,757+37.8% | Added |
| Philadelphia Trust Co | 6,413 | $626.0K | 0.05% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,435 | $627.0K | 0.00% | −474−6.9% | Reduced |
| Equitable Holdings, Inc. | 6,426 | $627.0K | 0.01% | +1,220+23.4% | Added |
| Summit Financial Group Inc | 6,444 | $629.0K | 0.23% | 00.0% | Unchanged |
| Family Management Corp | 6,450 | $629.0K | 0.17% | +477+8.0% | Added |
| Dorsey & Whitney Trust CO LLC | 6,442 | $629.0K | 0.06% | +500+8.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,474 | $630.0K | 0.05% | −222−3.3% | Reduced |
| Kovack Advisors, Inc. | 6,483 | $633.0K | 0.07% | +80+1.2% | Added |
| Clarius Group, LLC | 6,493 | $634.0K | 0.06% | +4+0.1% | Added |
| Horizon Investments, LLC | 6,586 | $637.0K | 0.02% | +1,788+37.3% | Added |
| Berkeley Capital Partners, LLC | 6,533 | $638.0K | 0.29% | +16+0.2% | Added |