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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 65,230 | $6.37M | 0.09% | +1,583+2.5% | Added |
| Capital Investment Advisors, LLC | 64,522 | $6.30M | 0.21% | +1,298+2.1% | Added |
| BCM Advisors, LLC | 62,823 | $6.27M | 1.68% | −10.0% | Reduced |
| Pacer Advisors, Inc. | 64,278 | $6.27M | 0.08% | +13,049+25.5% | Added |
| Glenmede Trust Co NA | 64,038 | $6.25M | 0.03% | −4,846−7.0% | Reduced |
| Raymond James Trust N.A. | 63,817 | $6.23M | 0.21% | +1,557+2.5% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 63,634 | $6.21M | 0.09% | −789−1.2% | Reduced |
| Oregon Public Employees Retirement Fund | 63,362 | $6.18M | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 62,949 | $6.14M | 0.26% | +1,044+1.7% | Added |
| Tiaa, FSB | 61,850 | $6.04M | 0.02% | +768+1.3% | Added |
| Snowden Capital Advisors LLC | 61,808 | $6.03M | 0.30% | +4,141+7.2% | Added |
| Central Trust Co | 61,578 | $6.01M | 0.21% | +405+0.7% | Added |
| Millennium Management LLC | 61,206 | $5.97M | 0.01% | +19,551+46.9% | Added |
| Biondo Investment Advisors, LLC | 60,524 | $5.96M | 1.02% | +1,255+2.1% | Added |
| Camden National Bank | 60,662 | $5.92M | 1.14% | +602+1.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 60,606 | $5.91M | 0.14% | −1,026−1.7% | Reduced |
| Intact Investment Management Inc. | 59,900 | $5.84M | 0.16% | 00.0% | Unchanged |
| Beacon Financial Group | 59,076 | $5.81M | 0.80% | −107−0.2% | Reduced |
| Tompkins Financial Corp | 59,251 | $5.78M | 1.06% | +59,251 | New |
| Maryland State Retirement & Pension System | 58,687 | $5.77M | 0.16% | +890+1.5% | Added |
| First Fiduciary Investment Counsel, Inc. | 59,034 | $5.76M | 1.12% | −2,471−4.0% | Reduced |
| Atlantic Union Bankshares Corp | 58,810 | $5.74M | 0.54% | −9,939−14.5% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 58,619 | $5.72M | 3.67% | +1,130+2.0% | Added |
| Eagle Global Advisors LLC | 57,629 | $5.62M | 0.37% | +4,195+7.9% | Added |
| Alpha Omega Wealth Management LLC | 57,033 | $5.57M | 0.91% | −718−1.2% | Reduced |
| Wealthfront Advisers LLC | 56,838 | $5.55M | 0.03% | +8,014+16.4% | Added |
| Greystone Financial Group, LLC | 56,276 | $5.49M | 1.63% | −14,417−20.4% | Reduced |
| Dean Investment Associates, LLC | 56,177 | $5.48M | 1.03% | −361−0.6% | Reduced |
| Bogart Wealth, LLC | 55,890 | $5.45M | 0.56% | +3,476+6.6% | Added |
| Ally Financial Inc. | 55,000 | $5.37M | 0.52% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 54,971 | $5.37M | 0.08% | +54,971 | New |
| Steward Partners Investment Advisory, LLC | 54,910 | $5.36M | 0.09% | +619+1.1% | Added |
| Illinois Municipal Retirement Fund | 54,271 | $5.30M | 0.19% | +5,402+11.1% | Added |
| GWM Advisors LLC | 53,728 | $5.24M | 0.13% | +1,662+3.2% | Added |
| First National Bank of Omaha | 53,278 | $5.20M | 0.26% | −1,636−3.0% | Reduced |
| Regions Financial Corp | 53,007 | $5.17M | 0.04% | +2,401+4.7% | Added |
| Jarislowsky, Fraser Ltd | 52,716 | $5.14M | 0.03% | −2,418−4.4% | Reduced |
| Marco Investment Management LLC | 52,190 | $5.09M | 0.56% | +150.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 52,100 | $5.09M | 0.08% | +6,148+13.4% | Added |
| Insight Folios Inc | 51,672 | $5.04M | 2.78% | +3,718+7.8% | Added |
| Jones Road Capital Management, L.P. | 51,550 | $5.03M | 3.44% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 50,979 | $4.97M | 0.30% | −1,300−2.5% | Reduced |
| New Mexico Educational Retirement Board | 50,360 | $4.92M | 0.17% | −900−1.8% | Reduced |
| Advisory Services Network, LLC | 50,125 | $4.89M | 0.16% | +6,190+14.1% | Added |
| Bell Bank | 49,419 | $4.82M | 0.60% | +2,337+5.0% | Added |
| ARGI Investment Services, LLC | 49,391 | $4.82M | 0.15% | +2,357+5.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 49,250 | $4.81M | 0.34% | +320+0.7% | Added |
| Aull & Monroe Investment Management Corp | 48,965 | $4.78M | 2.35% | −240−0.5% | Reduced |
| Schnieders Capital Management LLC | 48,288 | $4.71M | 1.27% | +5,256+12.2% | Added |
| Louisiana State Employees Retirement System | 47,900 | $4.67M | 0.11% | −100−0.2% | Reduced |
| Principal Street Partners, LLC | 47,723 | $4.66M | 1.27% | −653−1.3% | Reduced |
| Moors & Cabot, Inc. | 47,662 | $4.65M | 0.29% | +1,421+3.1% | Added |
| Founders Financial Alliance, LLC | 47,271 | $4.61M | 2.16% | −313−0.7% | Reduced |
| Fayez Sarofim & Co | 47,233 | $4.61M | 0.02% | −2,586−5.2% | Reduced |
| Opus Investment Management Inc | 47,200 | $4.61M | 0.70% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 47,105 | $4.60M | 2.83% | +679+1.5% | Added |
| Thompson Siegel & Walmsley LLC | 46,527 | $4.54M | 0.07% | −1,332−2.8% | Reduced |
| Guardian Capital LP | 46,516 | $4.54M | 0.09% | +1,300+2.9% | Added |
| Leavell Investment Management, Inc. | 46,020 | $4.49M | 0.33% | −234−0.5% | Reduced |
| B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 45,902 | $4.48M | 1.09% | −45,000−49.5% | Reduced |
| Kentucky Retirement Systems | 45,685 | $4.46M | 0.21% | +892+2.0% | Added |
| Sigma Planning Corp | 45,543 | $4.45M | 0.14% | −1,676−3.5% | Reduced |
| Brown Advisory Inc | 45,493 | $4.44M | 0.01% | +2,945+6.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 45,242 | $4.42M | 0.40% | +904+2.0% | Added |
| New England Asset Management Inc | 45,090 | $4.40M | 0.08% | +1,700+3.9% | Added |
| Siemens Fonds Invest GmbH | 44,686 | $4.36M | 0.29% | +1,061+2.4% | Added |
| Capital Investment Advisory Services, LLC | 44,498 | $4.34M | 0.55% | +2,125+5.0% | Added |
| CIBC World Markets Inc. | 44,446 | $4.34M | 0.02% | −3,612−7.5% | Reduced |
| Atria Investments LLC | 44,375 | $4.33M | 0.08% | −2,147−4.6% | Reduced |
| Geneos Wealth Management Inc. | 43,610 | $4.29M | 0.16% | +846+2.0% | Added |
| Daiwa Securities Group Inc. | 43,927 | $4.29M | 0.03% | +2,822+6.9% | Added |
| Semmax Financial Advisors Inc. | 43,667 | $4.26M | 1.47% | −3,145−6.7% | Reduced |
| CIBC World Markets Corp | 43,370 | $4.23M | 0.03% | −10,038−18.8% | Reduced |
| Commerzbank Aktiengesellschaft | 43,079 | $4.20M | 0.25% | +1,068+2.5% | Added |
| Holderness Investments Co | 42,684 | $4.17M | 1.38% | −910−2.1% | Reduced |
| Harbour Investments, Inc. | 42,664 | $4.16M | 0.13% | −5,956−12.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 42,229 | $4.12M | 0.17% | +417+1.0% | Added |
| Rockefeller Capital Management L.P. | 42,091 | $4.11M | 0.02% | +7,150+20.5% | Added |
| First Horizon Advisors, Inc. | 42,013 | $4.10M | 0.13% | +28,635+214.0% | Added |
| Jupiter Asset Management Ltd | 41,982 | $4.10M | 0.05% | +14,887+54.9% | Added |
| Crossmark Global Holdings, Inc. | 41,897 | $4.09M | 0.10% | +44+0.1% | Added |
| Rothschild Investment Corp | 41,581 | $4.06M | 0.34% | +972+2.4% | Added |
| Armor Investment Advisors, LLC | 41,302 | $4.03M | 2.53% | −1,758−4.1% | Reduced |
| Chicago Partners Investment Group LLC | 40,146 | $4.03M | 0.28% | +310+0.8% | Added |
| Windward Capital Management Co | 40,822 | $3.98M | 0.37% | +167+0.4% | Added |
| Nordea Investment Management AB | 40,305 | $3.97M | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 40,216 | $3.96M | 0.08% | +32,271+406.2% | Added |
| Birmingham Capital Management Co Inc | 40,439 | $3.95M | 1.51% | −666−1.6% | Reduced |
| Gilman Hill Asset Management, LLC | 40,232 | $3.93M | 1.00% | −58−0.1% | Reduced |
| Hudson Valley Investment Advisors Inc | 39,897 | $3.89M | 0.67% | +58+0.1% | Added |
| Meeder Asset Management Inc | 39,787 | $3.88M | 0.20% | −13,112−24.8% | Reduced |
| Fulton Bank, N.A. | 39,243 | $3.83M | 0.18% | +588+1.5% | Added |
| Alerus Financial NA | 39,248 | $3.83M | 0.35% | +1,578+4.2% | Added |
| Marshall Wace North America L.P. | 39,235 | $3.83M | 0.02% | +39,235 | New |
| Xponance, Inc. | 38,790 | $3.79M | 0.07% | −3,667−8.6% | Reduced |
| Wasatch Advisors Inc | 38,707 | $3.78M | 0.02% | −5,045−11.5% | Reduced |
| Family Legacy, Inc. | 37,414 | $3.76M | 1.69% | −3,091−7.6% | Reduced |
| Advisors Management Group Inc | 38,471 | $3.75M | 1.17% | +417+1.1% | Added |
| Advisors Asset Management, Inc. | 38,274 | $3.73M | 0.06% | −405−1.0% | Reduced |
| Benedict Financial Advisors Inc | 38,195 | $3.73M | 1.04% | +713+1.9% | Added |