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 |
|---|---|---|---|---|---|
| Ategra Capital Management, LLC | 8,594 | $838.7K | 0.42% | −417−4.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,611 | $840.0K | 0.10% | −40,872−82.6% | Reduced |
| Coastal Investment Advisors, Inc. | 8,607 | $840.0K | 0.20% | +151+1.8% | Added |
| Barnett & Company, Inc. | 8,630 | $842.0K | 0.63% | +136+1.6% | Added |
| Glenview Trust Co | 8,631 | $843.0K | 0.03% | +250+3.0% | Added |
| Clifford Swan Investment Counsel LLC | 8,254 | $844.0K | 0.03% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 8,647 | $844.0K | 0.06% | +525+6.5% | Added |
| Trustcore Financial Services, LLC | 8,655 | $845.0K | 0.08% | −135−1.5% | Reduced |
| HM Payson & Co | 8,692 | $848.0K | 0.02% | +85+1.0% | Added |
| Stableford Capital II LLC | 8,374 | $851.0K | 0.43% | −215−2.5% | Reduced |
| First Personal Financial Services | 8,749 | $854.0K | 0.21% | 00.0% | Unchanged |
| Conning Inc. | 8,773 | $856.0K | 0.02% | −1,517−14.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 8,817 | $860.0K | 0.09% | −50−0.6% | Reduced |
| Change Path, LLC | 8,881 | $867.0K | 0.05% | +2,933+49.3% | Added |
| Keudell/Morrison Wealth Management | 8,907 | $869.0K | 0.37% | +26+0.3% | Added |
| Doheny Asset Management | 8,919 | $870.0K | 0.62% | 00.0% | Unchanged |
| Security National Trust Co | 8,811 | $870.0K | 0.20% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 8,932 | $870.8K | 0.08% | −143−1.6% | Reduced |
| Intrust Bank NA | 8,936 | $872.0K | 0.12% | +545+6.5% | Added |
| First National Bank of South Miami | 8,978 | $876.0K | 0.59% | +950+11.8% | Added |
| Crestwood Advisors Group LLC | 8,985 | $877.0K | 0.02% | +161+1.8% | Added |
| First National Corp | 8,989 | $877.0K | 0.20% | −105−1.2% | Reduced |
| Wilkinson Global Asset Management LLC | 9,000 | $878.0K | 0.05% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 9,054 | $884.0K | 0.28% | +150+1.7% | Added |
| Centre Asset Management, LLC | 8,569 | $884.0K | 0.46% | +100+1.2% | Added |
| Bowen Hanes & Co Inc | 9,079 | $886.0K | 0.03% | 00.0% | Unchanged |
| Scotia Capital Inc. | 9,075 | $886.0K | 0.01% | +380+4.4% | Added |
| Bank of New Hampshire | 9,021 | $891.0K | 0.24% | 00.0% | Unchanged |
| Madden Securities Corp | 9,199 | $898.0K | 0.49% | −387−4.0% | Reduced |
| Delta Financial Advisors LLC | 9,210 | $899.0K | 0.40% | −58−0.6% | Reduced |
| Bryn Mawr Trust Co | 9,210 | $899.0K | 0.03% | −51−0.6% | Reduced |
| Sawtooth Solutions, LLC | 9,208 | $899.0K | 0.14% | +1,287+16.2% | Added |
| MidWestOne Financial Group, Inc. | 9,241 | $902.0K | 0.21% | −99−1.1% | Reduced |
| Parallel Advisors, LLC | 9,252 | $903.0K | 0.04% | −883−8.7% | Reduced |
| JT Stratford LLC | 9,258 | $903.0K | 0.28% | −214−2.3% | Reduced |
| Capital Square, LLC | 9,195 | $905.0K | 0.64% | +109+1.2% | Added |
| Chesley Taft & Associates LLC | 9,316 | $909.0K | 0.05% | +475+5.4% | Added |
| Kempen Capital Management N.V. | 9,388 | $916.0K | 0.03% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 9,400 | $917.0K | 0.51% | +245+2.7% | Added |
| Empirical Finance, LLC | 9,413 | $919.0K | 0.14% | +563+6.4% | Added |
| GSB Wealth Management, LLC | 9,450 | $922.0K | 0.47% | −2,409−20.3% | Reduced |
| NVWM, LLC | 9,484 | $926.0K | 0.33% | +472+5.2% | Added |
| Wetherby Asset Management Inc | 9,531 | $930.0K | 0.06% | −101−1.0% | Reduced |
| Integrated Wealth Concepts LLC | 9,556 | $933.0K | 0.03% | +653+7.3% | Added |
| Wealth Alliance | 9,585 | $935.0K | 0.21% | −112−1.2% | Reduced |
| Perpetual Investment Management Ltd | 9,600 | $937.0K | 0.12% | 00.0% | Unchanged |
| Chicago Capital, LLC | 9,600 | $937.0K | 0.04% | +800+9.1% | Added |
| Employees Retirement System of Texas | 9,600 | $937.0K | 0.01% | +9,600 | New |
| Horizon Investment Services, LLC | 9,610 | $938.0K | 0.46% | +59+0.6% | Added |
| Meridian Wealth Management, LLC | 9,660 | $943.0K | 0.12% | +1,067+12.4% | Added |
| Journey Advisory Group, LLC | 9,720 | $949.0K | 0.31% | −12,734−56.7% | Reduced |
| West Chester Capital Advisors, Inc | 9,733 | $950.0K | 0.73% | −432−4.2% | Reduced |
| First National Bank & Trust Co of Newtown | 9,827 | $959.0K | 0.20% | −50−0.5% | Reduced |
| Financial Advisory Service, Inc. | 9,837 | $960.0K | 0.09% | +1,042+11.8% | Added |
| IHT Wealth Management, LLC | 9,874 | $964.0K | 0.08% | −3,053−23.6% | Reduced |
| Capula Management Ltd | 9,887 | $965.0K | 0.07% | +8,763+779.6% | Added |
| Hilltop Holdings Inc. | 9,890 | $966.0K | 0.11% | +496+5.3% | Added |
| People's United Financial, Inc. | 9,911 | $967.0K | 0.02% | +2,494+33.6% | Added |
| Argent Advisors, Inc. | 9,925 | $969.0K | 0.56% | +1,259+14.5% | Added |
| D.B. Root & Company, LLC | 9,947 | $970.0K | 0.38% | +15+0.2% | Added |
| Doyle Wealth Management | 9,951 | $971.0K | 0.08% | +511+5.4% | Added |
| Wagner Wealth Management, LLC | 9,580 | $977.0K | 0.78% | −169−1.7% | Reduced |
| Bramshill Investments, LLC | 10,085 | $984.0K | 0.08% | +10,085 | New |
| JustInvest LLC | 10,108 | $986.0K | 0.09% | +2,068+25.7% | Added |
| SeaCrest Wealth Management, LLC | 10,113 | $987.0K | 0.12% | +1,069+11.8% | Added |
| Beech Hill Advisors, Inc. | 10,130 | $989.0K | 0.41% | −8,985−47.0% | Reduced |
| Albion Financial Group | 10,138 | $989.0K | 0.09% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,155 | $991.0K | 0.13% | +1,647+19.4% | Added |
| Baldwin Investment Management, LLC | 10,174 | $993.0K | 0.17% | +184+1.8% | Added |
| Bellecapital International Ltd. | 10,210 | $996.0K | 0.30% | +46+0.5% | Added |
| NorthCoast Asset Management LLC | 10,244 | $1.00M | 0.04% | −848−7.6% | Reduced |
| TCW Group Inc | 10,283 | $1.00M | 0.01% | −581−5.3% | Reduced |
| Cadence Bank NA | 10,279 | $1.00M | 0.30% | −20.0% | Reduced |
| Northern Oak Wealth Management Inc | 10,301 | $1.00M | 0.12% | +579+6.0% | Added |
| Apollon Wealth Management, LLC | 10,383 | $1.01M | 0.14% | +1,750+20.3% | Added |
| Landsberg, Bennett, & Dubbaneh LLC | 10,295 | $1.01M | 0.13% | −293−2.8% | Reduced |
| Cornerstone Advisory, LLC | 10,385 | $1.01M | 0.17% | 00.0% | Unchanged |
| MAI Capital Management | 10,493 | $1.02M | 0.02% | +1,009+10.6% | Added |
| Creative Financial Designs Inc | 10,489 | $1.02M | 0.17% | +1,919+22.4% | Added |
| 1st Source Bank | 10,532 | $1.03M | 0.06% | −6−0.1% | Reduced |
| Vontobel Holding Ltd. | 10,545 | $1.03M | 0.01% | +889+9.2% | Added |
| Old National Bancorp | 10,562 | $1.03M | 0.04% | +945+9.8% | Added |
| Arbor Investment Advisors, LLC | 10,605 | $1.03M | 0.21% | +7+0.1% | Added |
| Trustmark National Bank Trust Department | 10,635 | $1.04M | 0.08% | −399−3.6% | Reduced |
| Arete Wealth Advisors, LLC | 10,672 | $1.04M | 0.12% | −261−2.4% | Reduced |
| Elevated Capital Advisors, LLC | 10,690 | $1.04M | 0.36% | +10,690 | New |
| Souders Financial Advisors | 10,725 | $1.05M | 0.34% | +766+7.7% | Added |
| Gables Capital Management Inc. | 10,802 | $1.05M | 0.69% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 10,828 | $1.06M | 0.55% | +25+0.2% | Added |
| American National Registered Investment Advisor, Inc. | 10,931 | $1.07M | 0.39% | −21−0.2% | Reduced |
| Allred Capital Management, LLC | 10,946 | $1.07M | 0.56% | +20.0% | Added |
| Oakworth Capital, Inc. | 10,939 | $1.07M | 0.10% | +311+2.9% | Added |
| CNB Bank | 10,946 | $1.07M | 0.64% | +566+5.5% | Added |
| Resource Management, LLC | 10,977 | $1.07M | 0.12% | −538−4.7% | Reduced |
| Capital Investment Counsel, Inc | 10,985 | $1.07M | 0.24% | +33+0.3% | Added |
| Cresset Asset Management, LLC | 10,993 | $1.07M | 0.01% | +1,339+13.9% | Added |
| Grandview Asset Management LLC | 11,055 | $1.08M | 1.11% | +3,916+54.9% | Added |
| Meridian Financial Partners LLC | 10,739 | $1.08M | 0.73% | −6−0.1% | Reduced |
| Boenning & Scattergood, Inc. | 11,128 | $1.09M | 0.19% | +219+2.0% | Added |
| Jacobi Capital Management LLC | 11,173 | $1.09M | 0.14% | +613+5.8% | Added |