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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 494,709 | $48.3M | 0.19% | −3,135−0.6% | Reduced |
| Janney Montgomery Scott LLC | 490,747 | $47.9M | 0.20% | +13,895+2.9% | Added |
| Great West Life Assurance Co | 477,339 | $46.9M | 0.11% | −119,456−20.0% | Reduced |
| Macquarie Group Ltd | 477,680 | $46.6M | 0.04% | −20,274−4.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 477,012 | $46.6M | 0.16% | −18,256−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 469,030 | $45.8M | 0.11% | +33,289+7.6% | Added |
| Fort Washington Investment Advisors Inc | 456,668 | $44.6M | 0.28% | +315,161+222.7% | Added |
| State of New Jersey Common Pension Fund D | 453,266 | $44.2M | 0.14% | −6,628−1.4% | Reduced |
| Loomis Sayles & Co L P | 439,524 | $42.9M | 0.05% | +17,897+4.2% | Added |
| Advisor Group Holdings, Inc. | 430,154 | $42.0M | 0.09% | +37,965+9.7% | Added |
| Voya Investment Management LLC | 426,391 | $41.6M | 0.08% | −620−0.1% | Reduced |
| Toronto Dominion Bank | 421,426 | $41.1M | 0.06% | +12,175+3.0% | Added |
| Commerce Bank | 418,803 | $40.9M | 0.29% | +4,156+1.0% | Added |
| First Republic Investment Management, Inc. | 414,221 | $40.4M | 0.10% | +23,717+6.1% | Added |
| HighTower Advisors, LLC | 405,646 | $39.6M | 0.11% | +10,948+2.8% | Added |
| Natixis Advisors, L.P. | 399,610 | $39.0M | 0.16% | +10,939+2.8% | Added |
| US Bancorp | 375,014 | $36.6M | 0.07% | −8,247−2.2% | Reduced |
| Gabelli Funds LLC | 369,400 | $36.0M | 0.24% | 00.0% | Unchanged |
| Korea Investment CORP | 359,857 | $35.1M | 0.10% | −50,005−12.2% | Reduced |
| Morningstar Investment Services LLC | 351,728 | $34.5M | 0.41% | −196−0.1% | Reduced |
| Magellan Asset Management Ltd | 326,463 | $31.9M | 0.06% | +40,461+14.1% | Added |
| Treasurer of the State of North Carolina | 324,937 | $31.7M | 0.18% | +950+0.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 324,406 | $31.7M | 0.16% | +31,700+10.8% | Added |
| Fifth Third Bancorp | 323,036 | $31.5M | 0.14% | −6,628−2.0% | Reduced |
| Schroder Investment Management Group | 320,681 | $31.3M | 0.05% | +110,862+52.8% | Added |
| Standard Life Aberdeen plc | 318,460 | $31.2M | 0.07% | −21,116−6.2% | Reduced |
| Vaughan David Investments LLC | 310,329 | $30.3M | 0.97% | +479+0.2% | Added |
| Cincinnati Financial Corp | 310,000 | $30.3M | 0.74% | 00.0% | Unchanged |
| Umb Bank N A | 305,064 | $29.8M | 0.67% | +2,990+1.0% | Added |
| Kayne Anderson Capital Advisors LP | 289,575 | $28.3M | 0.86% | +28,659+11.0% | Added |
| Bruce & Co., Inc. | 286,200 | $27.9M | 5.93% | −11,300−3.8% | Reduced |
| Mayflower Financial Advisors, LLC | 275,191 | $27.8M | 3.76% | −1,183−0.4% | Reduced |
| SEI Investments Co | 277,188 | $27.1M | 0.06% | +129,290+87.4% | Added |
| Captrust Financial Advisors | 275,005 | $26.8M | 0.22% | +72,125+35.6% | Added |
| Eaton Vance Management | 285,948 | $26.8M | 0.04% | +193,514+209.4% | Added |
| STRS Ohio | 267,650 | $26.1M | 0.10% | −6,013−2.2% | Reduced |
| Retirement Systems of Alabama | 264,197 | $25.8M | 0.10% | −241,086−47.7% | Reduced |
| Neuberger Berman Group LLC | 281,229 | $25.8M | 0.02% | −265,877−48.6% | Reduced |
| Bollard Group LLC | 263,547 | $25.7M | 0.84% | +9,977+3.9% | Added |
| SG Americas Securities, LLC | 263,171 | $25.7M | 0.14% | −40,000−13.2% | Reduced |
| USS Investment Management Ltd | 258,259 | $25.2M | 0.22% | −73,003−22.0% | Reduced |
| MUFG Securities EMEA plc | 257,100 | $25.1M | 0.33% | −23,900−8.5% | Reduced |
| Martingale Asset Management L P | 254,173 | $24.8M | 0.32% | +70,787+38.6% | Added |
| Edgar Lomax Co | 251,591 | $24.6M | 1.58% | −3,980−1.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 242,805 | $23.7M | 0.05% | +52,040+27.3% | Added |
| M&T Bank Corp | 240,841 | $23.5M | 0.11% | +1,246+0.5% | Added |
| Squarepoint Ops LLC | 237,111 | $23.1M | 0.16% | −173,984−42.3% | Reduced |
| Aviva PLC | 235,457 | $23.0M | 0.10% | −12,392−5.0% | Reduced |
| Deprince Race & Zollo Inc | 226,365 | $22.1M | 0.59% | −16,549−6.8% | Reduced |
| American International Group, Inc. | 221,173 | $21.6M | 0.12% | −3,881−1.7% | Reduced |
| Payden & Rygel | 220,909 | $21.6M | 1.12% | −900−0.4% | Reduced |
| Creative Planning | 220,151 | $21.5M | 0.04% | +18,531+9.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 219,498 | $21.4M | 0.05% | +6,471+3.0% | Added |
| Synovus Financial Corp | 217,780 | $21.3M | 0.22% | +1,219+0.6% | Added |
| Janus Henderson Group PLC | 215,769 | $21.1M | 0.01% | +55,461+34.6% | Added |
| DekaBank Deutsche Girozentrale | 213,153 | $21.0M | 0.06% | −593,334−73.6% | Reduced |
| Arizona State Retirement System | 214,506 | $20.9M | 0.17% | −855−0.4% | Reduced |
| Comerica Bank | 199,137 | $20.7M | 0.12% | −39,852−16.7% | Reduced |
| Amalgamated Bank | 209,710 | $20.5M | 0.17% | −7,495−3.5% | Reduced |
| Calamos Advisors LLC | 209,142 | $20.4M | 0.10% | +18,453+9.7% | Added |
| Sabal Trust CO | 207,239 | $20.2M | 1.45% | +5,684+2.8% | Added |
| Penserra Capital Management LLC | 201,274 | $19.6M | 0.41% | +45,778+29.4% | Added |
| CIBC Asset Management Inc | 200,634 | $19.6M | 0.08% | +1,700+0.9% | Added |
| State of Michigan Retirement System | 193,170 | $18.9M | 0.11% | −200−0.1% | Reduced |
| Crawford Investment Counsel Inc | 189,356 | $18.5M | 0.38% | −39,580−17.3% | Reduced |
| Nomura Holdings Inc | 187,145 | $18.4M | 0.14% | +173,286+1,250.3% | Added |
| Swiss Life Asset Management Ltd | 186,710 | $18.2M | 0.25% | −14,599−7.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 186,435 | $18.2M | 0.24% | −1,220−0.7% | Reduced |
| Vestcor Inc | 186,385 | $18.2M | 0.66% | −5,083−2.7% | Reduced |
| Guggenheim Capital LLC | 185,096 | $18.1M | 0.11% | −15,271−7.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 185,028 | $18.1M | 0.09% | −1,887−1.0% | Reduced |
| Bokf, NA | 183,704 | $17.9M | 0.31% | +183,704 | New |
| Liberty One Investment Management, LLC | 180,820 | $17.6M | 3.01% | +609+0.3% | Added |
| Voloridge Investment Management, LLC | 179,336 | $17.5M | 0.11% | +172,241+2,427.6% | Added |
| Van Eck Associates Corp | 178,056 | $17.4M | 0.04% | +12,979+7.9% | Added |
| Hyman Charles D | 177,692 | $17.3M | 1.21% | +6,193+3.6% | Added |
| Avalon Investment & Advisory | 177,506 | $17.3M | 0.40% | −13,969−7.3% | Reduced |
| CWA Asset Management Group, LLC | 177,434 | $17.3M | 1.37% | +11,421+6.9% | Added |
| Thomasville National Bank | 176,654 | $17.2M | 1.79% | +2,871+1.7% | Added |
| MetLife Investment Management | 173,763 | $17.0M | 0.15% | −4,576−2.6% | Reduced |
| CIBC Private Wealth Group, LLC | 165,499 | $16.2M | 0.04% | +122,675+286.5% | Added |
| Susquehanna International Group, LLP | 165,049 | $16.1M | 0.02% | +4,022+2.5% | Added |
| Cornerstone Capital, Inc. | 163,382 | $15.9M | 1.84% | +50.0% | Added |
| Forsta Ap-Fonden | 163,300 | $15.9M | 0.18% | +11,900+7.9% | Added |
| Hennessy Advisors Inc | 162,487 | $15.9M | 0.95% | −4,600−2.8% | Reduced |
| Nomura Asset Management Co Ltd | 161,820 | $15.8M | 0.09% | +4,183+2.7% | Added |
| State of Tennessee, Treasury Department | 160,967 | $15.7M | 0.06% | −7,041−4.2% | Reduced |
| Willis Investment Counsel | 158,750 | $15.5M | 0.89% | 00.0% | Unchanged |
| Financial Counselors Inc | 157,658 | $15.4M | 0.33% | +2,672+1.7% | Added |
| Carroll Financial Associates, Inc. | 157,500 | $15.4M | 0.86% | +11,636+8.0% | Added |
| Tocqueville Asset Management L.P. | 154,746 | $15.1M | 0.22% | +220+0.1% | Added |
| Independent Advisor Alliance | 153,957 | $15.0M | 0.84% | +2,891+1.9% | Added |
| Gulf International Bank (UK) Ltd | 153,935 | $15.0M | 0.19% | −1,799−1.2% | Reduced |
| Huntington National Bank | 153,791 | $15.0M | 0.15% | −830−0.5% | Reduced |
| Alberta Investment Management Corp | 152,072 | $14.8M | 0.13% | +1,200+0.8% | Added |
| State of Alaska, Department of Revenue | 151,032 | $14.7M | 0.15% | −2,589−1.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 150,537 | $14.7M | 0.27% | −19,200−11.3% | Reduced |
| Davenport & Co LLC | 150,199 | $14.7M | 0.10% | +8,721+6.2% | Added |
| Canal Insurance CO | 150,166 | $14.7M | 4.99% | 00.0% | Unchanged |
| Colonial Trust Advisors | 145,547 | $14.2M | 1.75% | −1,856−1.3% | Reduced |