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 |
|---|---|---|---|---|---|
| Arden Trust Co | 6,551 | $640.0K | 0.11% | −665−9.2% | Reduced |
| Longfellow Investment Management Co LLC | 6,607 | $645.0K | 0.11% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 6,618 | $646.0K | 0.10% | +1,209+22.4% | Added |
| Keystone Financial Group | 6,679 | $652.0K | 0.12% | −52−0.8% | Reduced |
| Essex Savings Bank | 6,255 | $655.0K | 0.24% | +229+3.8% | Added |
| Stockman Wealth Management, Inc. | 6,720 | $656.0K | 0.15% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6,654 | $657.0K | 0.07% | 00.0% | Unchanged |
| Allstate Corp | 6,766 | $660.0K | 0.03% | −2,070−23.4% | Reduced |
| Sunbelt Securities, Inc. | 6,298 | $660.0K | 0.12% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 6,769 | $661.0K | 0.30% | +16+0.2% | Added |
| Hengehold Capital Management LLC | 6,784 | $662.0K | 0.09% | +188+2.9% | Added |
| Lafayette Investments, Inc. | 6,795 | $663.0K | 0.18% | 00.0% | Unchanged |
| AGF Investments LLC | 6,798 | $663.0K | 0.07% | +228+3.5% | Added |
| Endurance Wealth Management, Inc. | 6,803 | $664.0K | 0.07% | −365−5.1% | Reduced |
| Chicago Trust Co NA | 6,816 | $665.0K | 0.15% | +31+0.5% | Added |
| Glen Eagle Advisors, LLC | 6,834 | $666.9K | 0.19% | +201+3.0% | Added |
| Patten Group, Inc. | 6,846 | $668.0K | 0.20% | −125−1.8% | Reduced |
| Pendal Group Limited | 6,861 | $669.0K | 0.01% | −15,119−68.8% | Reduced |
| Hamel Associates, Inc. | 6,885 | $672.0K | 0.26% | −375−5.2% | Reduced |
| Winton Group Ltd | 6,902 | $674.0K | 0.04% | −3,428−33.2% | Reduced |
| PFG Advisors | 6,931 | $676.0K | 0.08% | −179−2.5% | Reduced |
| MEMBERS Trust Co | 6,884 | $677.0K | 0.02% | +875+14.6% | Added |
| Garner Asset Management Corp | 6,970 | $680.0K | 0.32% | −32−0.5% | Reduced |
| Quantitative Investment Management, LLC | 6,994 | $682.0K | 0.06% | +3,119+80.5% | Added |
| Sentry Investment Management LLC | 7,006 | $684.0K | 0.20% | −1,023−12.7% | Reduced |
| HBK Sorce Advisory LLC | 7,013 | $684.0K | 0.04% | −979−12.2% | Reduced |
| Hills Bank & Trust Co | 7,025 | $686.0K | 0.10% | −204−2.8% | Reduced |
| Curbstone Financial Management Corp | 7,032 | $686.0K | 0.13% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 7,075 | $690.0K | 0.16% | +32+0.5% | Added |
| Aldebaran Financial Inc. | 7,095 | $692.0K | 0.59% | +562+8.6% | Added |
| First Midwest Bank Trust Division | 7,101 | $693.0K | 0.10% | −2,694−27.5% | Reduced |
| MBA Advisors LLC | 7,109 | $694.0K | 0.51% | +1,199+20.3% | Added |
| Allworth Financial LP | 7,125 | $695.0K | 0.01% | +5,656+385.0% | Added |
| StoneX Group Inc. | 7,145 | $697.0K | 0.10% | +832+13.2% | Added |
| Alethea Capital Management, LLC | 7,141 | $697.0K | 0.61% | +1,641+29.8% | Added |
| RFG Advisory, LLC | 7,151 | $698.0K | 0.06% | −161−2.2% | Reduced |
| Premier Asset Management LLC | 7,148 | $698.0K | 0.10% | +1,846+34.8% | Added |
| Ancora Advisors, LLC | 7,194 | $702.0K | 0.02% | +54+0.8% | Added |
| Kavar Capital Partners Group, LLC | 7,259 | $708.0K | 0.16% | +20.0% | Added |
| Waters Parkerson & Co., LLC | 7,278 | $710.0K | 0.04% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 7,286 | $711.0K | 0.28% | +1,350+22.7% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 7,294 | $712.0K | 0.10% | −91−1.2% | Reduced |
| Parsons Capital Management Inc | 7,300 | $712.0K | 0.06% | −10−0.1% | Reduced |
| Farr Miller & Washington LLC | 7,291 | $712.0K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 7,304 | $713.0K | 0.03% | +1,199+19.6% | Added |
| Marks Group Wealth Management, Inc | 7,268 | $714.0K | 0.10% | +106+1.5% | Added |
| Summit X, LLC | 7,376 | $715.0K | 0.18% | −83−1.1% | Reduced |
| Logan Capital Management Inc | 7,335 | $716.0K | 0.03% | +22+0.3% | Added |
| Corient Capital Partners, LLC | 7,342 | $717.0K | 0.05% | −34−0.5% | Reduced |
| Eqis Capital Management, Inc. | 7,379 | $720.0K | 0.05% | +538+7.9% | Added |
| WealthPLAN Partners, LLC | 7,148 | $723.0K | 0.05% | −129−1.8% | Reduced |
| Investment Management of Virginia LLC | 7,427 | $724.0K | 0.14% | +50+0.7% | Added |
| Adams Chetwood Wealth Management LLC | 7,469 | $729.0K | 0.53% | +1,625+27.8% | Added |
| First Financial Corp | 7,493 | $731.0K | 0.49% | −99−1.3% | Reduced |
| Aptus Capital Advisors, LLC | 7,512 | $733.0K | 0.03% | −83−1.1% | Reduced |
| Diversified Trust Co | 7,530 | $735.0K | 0.03% | −17−0.2% | Reduced |
| DuPont Capital Management Corp | 7,561 | $738.0K | 0.02% | −3,721−33.0% | Reduced |
| Segment Wealth Management, LLC | 7,593 | $741.0K | 0.09% | −100−1.3% | Reduced |
| Trust Co of Virginia | 7,603 | $742.0K | 0.08% | −150−1.9% | Reduced |
| Compton Capital Management Inc | 7,616 | $743.0K | 0.22% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 7,611 | $743.0K | 0.24% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,636 | $745.0K | 0.03% | +36+0.5% | Added |
| WBH Advisory Inc | 7,707 | $752.0K | 0.10% | +5+0.1% | Added |
| Mid Atlantic Financial Management Inc | 7,717 | $753.0K | 0.05% | +18+0.2% | Added |
| Investment Advisory Services Inc | 7,719 | $753.0K | 0.46% | +69+0.9% | Added |
| Fiduciary Group LLC | 7,299 | $754.0K | 0.09% | −169−2.3% | Reduced |
| Washington Capital Management Inc | 7,755 | $756.8K | 0.67% | −205−2.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 7,761 | $757.4K | 0.11% | +115+1.5% | Added |
| Smith Chas P & Associates Pa Cpas | 7,808 | $762.0K | 0.06% | −20−0.3% | Reduced |
| Carret Asset Management, LLC | 7,887 | $770.0K | 0.09% | −164−2.0% | Reduced |
| Birch Hill Investment Advisors LLC | 7,888 | $770.0K | 0.04% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 7,908 | $772.0K | 0.01% | +154+2.0% | Added |
| Cordasco Financial Network | 7,929 | $774.0K | 0.53% | +22+0.3% | Added |
| Fisher Asset Management, LLC | 7,937 | $775.0K | 0.00% | +925+13.2% | Added |
| Horizon Financial Services, LLC | 7,973 | $778.0K | 0.51% | −966−10.8% | Reduced |
| Henshaw Capital LLC | 8,007 | $781.4K | 0.05% | +827+11.5% | Added |
| Fulton Breakefield Broenniman LLC | 8,027 | $783.0K | 0.07% | +1,065+15.3% | Added |
| Legacy Wealth Asset Management, LLC | 8,065 | $787.0K | 0.36% | +78+1.0% | Added |
| Cerity Partners LLC | 8,086 | $789.0K | 0.02% | −1,935−19.3% | Reduced |
| Wambolt & Associates, LLC | 8,012 | $789.0K | 0.32% | 00.0% | Unchanged |
| Camden Capital, LLC | 8,087 | $789.0K | 0.16% | +1,323+19.6% | Added |
| Optimum Investment Advisors | 8,154 | $796.0K | 0.34% | −2,453−23.1% | Reduced |
| Marcum Wealth, LLC | 8,151 | $796.0K | 0.13% | −1,713−17.4% | Reduced |
| Checchi Capital Advisers, LLC | 8,155 | $796.0K | 0.10% | −326−3.8% | Reduced |
| Venture Visionary Partners LLC | 8,211 | $801.0K | 0.06% | +1,891+29.9% | Added |
| Weather Gauge Advisory, LLC | 8,230 | $803.0K | 1.04% | +7+0.1% | Added |
| American Research & Management Co. | 8,253 | $805.0K | 0.19% | −300−3.5% | Reduced |
| McGowan Group Asset Management, Inc. | 8,282 | $808.0K | 0.14% | +20.0% | Added |
| Brandywine Oak Private Wealth LLC | 8,295 | $809.0K | 0.09% | +30.0% | Added |
| BTR Capital Management Inc | 8,321 | $812.0K | 0.10% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 8,319 | $812.0K | 0.11% | 00.0% | Unchanged |
| Shelton Capital Management | 8,331 | $813.0K | 0.03% | −9,350−52.9% | Reduced |
| Grimes & Company, Inc. | 8,352 | $815.0K | 0.04% | +35+0.4% | Added |
| 9258 Wealth Management, LLC | 8,393 | $819.0K | 0.22% | −222−2.6% | Reduced |
| Dearborn Partners LLC | 8,430 | $823.0K | 0.03% | −66−0.8% | Reduced |
| Whittier Trust Co | 8,498 | $829.0K | 0.02% | +37+0.4% | Added |
| Biltmore Family Office, LLC | 8,561 | $835.0K | 0.20% | +30.0% | Added |
| Transcend Wealth Collective, LLC | 8,080 | $835.0K | 0.07% | +2,615+47.8% | Added |
| Intrua Financial, LLC | 8,148 | $837.0K | 0.15% | +2,624+47.5% | Added |
| West Family Investments, Inc. | 8,588 | $838.0K | 0.22% | +4,031+88.5% | Added |