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 |
|---|---|---|---|---|---|
| Bruderman Asset Management, LLC | 145,436 | $14.2M | 3.57% | +1,697+1.2% | Added |
| British Columbia Investment Management Corp | 142,319 | $13.9M | 0.08% | +90+0.1% | Added |
| Oppenheimer Asset Management Inc. | 142,150 | $13.9M | 0.20% | +2,554+1.8% | Added |
| Beck Mack & Oliver LLC | 141,477 | $13.8M | 0.36% | −550−0.4% | Reduced |
| Natixis | 140,150 | $13.7M | 0.05% | −804,955−85.2% | Reduced |
| Tudor Investment Corp Et Al | 140,000 | $13.7M | 0.28% | +135,990+3,391.3% | Added |
| Utah Retirement Systems | 139,286 | $13.6M | 0.18% | −7,400−5.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 135,816 | $13.3M | 0.12% | 00.0% | Unchanged |
| Bank of Nova Scotia | 135,740 | $13.2M | 0.02% | −140,909−50.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 135,073 | $13.2M | 0.07% | +63,769+89.4% | Added |
| Westpac Banking Corp | 133,907 | $13.1M | 0.14% | −11,418−7.9% | Reduced |
| ProShare Advisors LLC | 133,079 | $13.0M | 0.04% | +20,268+18.0% | Added |
| Janney Capital Management LLC | 130,491 | $12.7M | 0.85% | −2,831−2.1% | Reduced |
| Public Sector Pension Investment Board | 129,763 | $12.7M | 0.07% | +9,180+7.6% | Added |
| Public Employees Retirement Association of Colorado | 129,466 | $12.6M | 0.06% | −220−0.2% | Reduced |
| Guardian Capital Advisors LP | 122,857 | $12.4M | 1.29% | +963+0.8% | Added |
| MML Investors Services, LLC | 126,572 | $12.4M | 0.10% | +8,462+7.2% | Added |
| Cetera Advisor Networks LLC | 125,914 | $12.3M | 0.17% | +4,059+3.3% | Added |
| Kestra Advisory Services, LLC | 125,230 | $12.2M | 0.12% | +35,488+39.5% | Added |
| Woodmont Investment Counsel LLC | 124,714 | $12.2M | 1.77% | +8,308+7.1% | Added |
| Meyer Handelman Co | 123,537 | $12.1M | 0.49% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 123,446 | $12.0M | 0.07% | −3,925−3.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 123,270 | $12.0M | 0.94% | +720+0.6% | Added |
| Sadoff Investment Management LLC | 122,817 | $12.0M | 0.81% | −1,636−1.3% | Reduced |
| Man Group plc | 121,510 | $11.9M | 0.04% | −8,183−6.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 120,079 | $11.7M | 0.02% | +24,766+26.0% | Added |
| Private Advisor Group, LLC | 120,025 | $11.7M | 0.07% | +38,513+47.2% | Added |
| Pinnacle Financial Partners Inc | 119,762 | $11.7M | 0.41% | +3,229+2.8% | Added |
| Texas Permanent School Fund | 118,851 | $11.6M | 0.14% | −8,939−7.0% | Reduced |
| Mackay Shields LLC | 117,323 | $11.4M | 0.11% | −3,403−2.8% | Reduced |
| Cullinan Associates Inc | 116,690 | $11.4M | 0.63% | +21,947+23.2% | Added |
| Maryland Capital Management | 112,138 | $10.9M | 0.66% | −4,612−4.0% | Reduced |
| Caption Management, LLC | 111,289 | $10.9M | 0.71% | +11,289+11.3% | Added |
| Parallax Volatility Advisers, L.P. | 110,527 | $10.8M | 0.12% | +83,705+312.1% | Added |
| Redpoint Investment Management Pty Ltd | 110,489 | $10.8M | 0.92% | −5,365−4.6% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 110,147 | $10.8M | 0.80% | +1,266+1.2% | Added |
| Gratus Capital LLC | 109,303 | $10.7M | 1.15% | +4,997+4.8% | Added |
| Blair William & Co | 109,189 | $10.7M | 0.04% | +550+0.5% | Added |
| ING Groep NV | 108,843 | $10.6M | 0.14% | +44,913+70.3% | Added |
| South Dakota Investment Council | 108,601 | $10.6M | 0.19% | 00.0% | Unchanged |
| AE Wealth Management LLC | 107,446 | $10.5M | 0.09% | +8,580+8.7% | Added |
| Virginia Retirement Systems Et Al | 107,300 | $10.5M | 0.11% | −700−0.6% | Reduced |
| Eagle Asset Management Inc | 107,109 | $10.5M | 0.05% | +18,245+20.5% | Added |
| Boyer & Corporon Wealth Management, LLC | 106,686 | $10.4M | 3.11% | +1,108+1.0% | Added |
| Randolph Co Inc | 103,892 | $10.1M | 1.30% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 101,991 | $10.1M | 0.16% | 00.0% | Unchanged |
| Arbor Wealth Management, LLC | 102,963 | $10.0M | 2.37% | +5,887+6.1% | Added |
| IFM Investors Pty Ltd | 102,666 | $10.0M | 0.21% | +5,695+5.9% | Added |
| Mutual of America Capital Management LLC | 100,945 | $9.85M | 0.10% | +545+0.5% | Added |
| Claar Advisors LLC | 99,500 | $9.71M | 2.88% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 98,889 | $9.65M | 0.41% | −434−0.4% | Reduced |
| AlphaStar Capital Management, LLC | 93,272 | $9.61M | 0.65% | +90,181+2,917.5% | Added |
| Farmers & Merchants Investments Inc | 94,576 | $9.23M | 0.39% | −329−0.3% | Reduced |
| Oppenheimer & Co Inc | 94,483 | $9.22M | 0.17% | −1,375−1.4% | Reduced |
| Allianz Asset Management GmbH | 93,770 | $9.15M | 0.01% | −3,919−4.0% | Reduced |
| Linscomb & Williams, Inc. | 93,062 | $9.08M | 0.47% | +3,234+3.6% | Added |
| Northwestern Mutual Wealth Management Co | 92,926 | $9.07M | 0.02% | +5,998+6.9% | Added |
| Metropolitan Life Insurance Co | 90,502 | $8.83M | 0.13% | −3,059−3.3% | Reduced |
| Stephens Inc | 89,312 | $8.72M | 0.13% | +1,116+1.3% | Added |
| Morgan Dempsey Capital Management LLC | 87,681 | $8.56M | 2.82% | −4,723−5.1% | Reduced |
| South State Corp. | 87,325 | $8.52M | 0.72% | +3,022+3.6% | Added |
| Securian Asset Management, Inc | 86,230 | $8.41M | 0.17% | −736−0.8% | Reduced |
| Lockheed Martin Investment Management Co | 86,020 | $8.39M | 0.45% | −2,420−2.7% | Reduced |
| D.A. Davidson & Co. | 84,841 | $8.28M | 0.10% | −4,564−5.1% | Reduced |
| Jones Financial Companies LLLP | 83,396 | $8.14M | 0.01% | −1,935−2.3% | Reduced |
| Welch & Forbes LLC | 82,261 | $8.03M | 0.13% | −1,719−2.0% | Reduced |
| Moody National Bank Trust Division | 80,969 | $7.90M | 0.12% | +187+0.2% | Added |
| ARS Wealth Advisors Group, LLC | 80,860 | $7.89M | 1.43% | +80,860 | New |
| Keybank National Association | 80,791 | $7.88M | 0.03% | +494+0.6% | Added |
| Energy Income Partners, LLC | 79,981 | $7.81M | 0.19% | +232+0.3% | Added |
| Nissay Asset Management Corp | 79,895 | $7.80M | 0.07% | +3,574+4.7% | Added |
| Mercer Global Advisors Inc | 78,784 | $7.69M | 0.05% | +9,396+13.5% | Added |
| Patten & Patten Inc | 78,496 | $7.66M | 0.58% | −131−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 74,867 | $7.31M | 0.04% | +35,549+90.4% | Added |
| KBC Group NV | 74,241 | $7.25M | 0.03% | −15,000−16.8% | Reduced |
| First Citizens Bank & Trust Co | 74,207 | $7.24M | 0.35% | +3,811+5.4% | Added |
| Smith, Salley & Associates | 74,198 | $7.24M | 0.57% | +8,806+13.5% | Added |
| MUFG Americas Holdings Corp | 73,957 | $7.22M | 0.14% | +4,202+6.0% | Added |
| Tufton Capital Management | 72,433 | $7.07M | 1.20% | −754−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 71,828 | $7.02M | 0.14% | +5,642+8.5% | Added |
| Hartford Investment Management Co | 71,856 | $7.01M | 0.19% | −9,250−11.4% | Reduced |
| Laurel Wealth Advisors LLC | 71,557 | $6.98M | 1.59% | −799−1.1% | Reduced |
| B. Riley Wealth Management, Inc. | 71,548 | $6.98M | 0.54% | −133−0.2% | Reduced |
| Worldquant Millennium Advisors LLC | 71,352 | $6.96M | 0.15% | 00.0% | Unchanged |
| First PREMIER Bank | 71,145 | $6.94M | 1.97% | −972−1.3% | Reduced |
| American National Insurance Co | 70,895 | $6.92M | 0.26% | −40−0.1% | Reduced |
| Colony Group LLC | 70,658 | $6.90M | 0.13% | −1,031−1.4% | Reduced |
| Cetera Investment Advisers | 69,473 | $6.78M | 0.11% | +2,610+3.9% | Added |
| Churchill Management Corp | 68,978 | $6.73M | 0.10% | +68,978 | New |
| United Capital Financial Advisers, LLC | 68,885 | $6.72M | 0.03% | −2,893−4.0% | Reduced |
| Wesbanco Bank Inc | 68,885 | $6.72M | 0.26% | −2,492−3.5% | Reduced |
| Symons Capital Management Inc | 67,595 | $6.60M | 4.23% | −5,092−7.0% | Reduced |
| Clarity Financial LLC | 67,160 | $6.55M | 1.22% | +61,601+1,108.1% | Added |
| Anchor Investment Management, LLC | 66,774 | $6.52M | 0.91% | +2,221+3.4% | Added |
| Qube Research & Technologies Ltd | 66,423 | $6.48M | 0.08% | +10,744+19.3% | Added |
| Cincinnati Casualty Co | 66,300 | $6.47M | 3.84% | 00.0% | Unchanged |
| United Fire Group Inc | 66,056 | $6.45M | 3.22% | 00.0% | Unchanged |
| Duality Advisers, LP | 65,857 | $6.43M | 0.49% | +65,857 | New |
| Estabrook Capital Management | 65,674 | $6.41M | 1.01% | −1,863−2.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 65,400 | $6.38M | 0.07% | −181,390−73.5% | Reduced |