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Livermore
Livermore
ZHEN

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.

Other share classesDUKBDUKUDUK.PA

13F holders, Q4 2021

Institutional positions in Duke Energy CORP as of Dec 31, 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
1,781
+183 vs. Q3 2021
Shares held
481.3M
+4.33M (+0.9%) vs. Q3 2021
Total value
$50.4B
+$3.91B (+8.4%) vs. Q3 2021
New holders
257
728 more added
Sold out
74
569 more reduced

32 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,781 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ4 2021: $50.4B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q3 2021.

Institutions holding DUK in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sofos Investments, Inc.1$00.00%00.0%Unchanged
Steward Financial Group LLC1$00.00%+1New
Aquire Wealth Advisors, LLC6$1.00K0.00%+6New
Schubert & Co14$1.00K0.00%+14New
KB Financial Partners, LLC15$2.00K0.00%+15New
Baldwin Brothers Inc33$3.00K0.00%00.0%Unchanged
Lake Point Wealth Management33$3.00K0.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC26$3.00K0.00%00.0%Unchanged
JCIC Asset Management Inc.24$3.00K0.00%00.0%Unchanged
American National Bank33$3.00K0.00%+33New
Wealthstreet Investment Advisors, LLC38$4.00K0.10%00.0%Unchanged
Surevest, LLC34$4.00K0.00%+34New
Core Alternative Capital42$4.00K0.00%+42New
Karlinski Andrew C35$4.00K0.01%+35New
McDonald Partners LLC43$4.51K0.00%−3,580−98.8%Reduced
Absolute Capital Management, LLC43$4.51K0.00%+43New
Ten Capital Wealth Advisors, LLC50$5.00K0.00%−81−61.8%Reduced
JFS Wealth Advisors, LLC47$5.00K0.00%+47New
Rinkey Investments52$5.00K0.00%+52New
Castle Financial & Retirement Planning Associates, Inc.61$6.00K0.02%+61New
Cedar Mountain Advisors, LLC67$7.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC67$7.00K0.00%+1+1.5%Added
Northwest Investment Counselors, LLC64$7.00K0.00%+64New
Smith Group Asset Management, LLC81$8.00K0.00%00.0%Unchanged
Interactive Financial Advisors75$8.00K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.75$8.00K0.00%00.0%Unchanged
Avion Wealth72$8.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC75$8.00K0.00%+75New
Zullo Investment Group, Inc.77$8.00K0.00%+77New
O'Dell Group, LLC83$9.00K0.00%−10−10.8%Reduced
Dark Forest Capital Management LP91$10.0K0.00%−208−69.6%Reduced
Bell Investment Advisors, Inc94$10.0K0.00%−131−58.2%Reduced
Aua Capital Management, LLC100$10.0K0.01%00.0%Unchanged
Truehand, Inc93$10.0K0.01%00.0%Unchanged
Cribstone Capital Management, LLC97$10.0K0.01%00.0%Unchanged
Bivin & Associates, Inc.100$10.0K0.01%+100New
SOA Wealth Advisors, LLC.113$11.0K0.00%−103−47.7%Reduced
Sierra Capital LLC109$11.0K0.00%+109New
Raffa Wealth Management, LLC114$12.0K0.00%00.0%Unchanged
Burleson & Company, LLC121$13.0K0.00%+1+0.8%Added
Delos Wealth Advisors, LLC125$13.0K0.01%+125New
Macroview Investment Management LLC130$14.0K0.02%+2+1.6%Added
Lowe Wealth Advisors, LLC133$14.0K0.01%00.0%Unchanged
Monolith Advisors137$14.0K0.01%+137New
Spectrum Management Group, LLC140$15.0K0.00%00.0%Unchanged
Corbenic Partners LLC143$15.0K0.00%+1+0.7%Added
Syverson Strege & Co148$16.0K0.01%−1−0.7%Reduced
Orion Capital Management LLC150$16.0K0.01%00.0%Unchanged
Rise Advisors, LLC153$16.0K0.02%+153New
Riverview Trust Co164$17.0K0.01%00.0%Unchanged
Strategic Asset Management, LLC160$17.0K0.02%+1+0.6%Added
Financial Perspectives, Inc168$17.6K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC175$18.0K0.02%00.0%Unchanged
JNBA Financial Advisors168$18.0K0.00%+168New
Cedar Wealth Management, LLC167$18.0K0.01%+167New
Brewin Dolphin Wealth Management Ltd185$19.0K0.00%00.0%Unchanged
Financial Connections Group, Inc.187$19.0K0.02%+187New
Focused Wealth Management, Inc193$20.0K0.00%−38−16.5%Reduced
Delta Asset Management LLC196$21.0K0.00%+37+23.3%Added
Aquatic Capital Management LLC200$21.0K0.04%+200New
Pacifica Partners Inc.230$24.0K0.02%+1+0.4%Added
Covestor Ltd230$24.0K0.03%+230New
Professional Financial Advisors, LLC235$25.0K0.01%00.0%Unchanged
Highlander Capital Management, LLC252$26.0K0.01%00.0%Unchanged
Eukles Asset Management260$27.0K0.01%00.0%Unchanged
Retirement Group, LLC261$27.0K0.01%+80+44.2%Added
Eagle Bay Advisors LLC269$28.0K0.02%−257−48.9%Reduced
Capital Advisors, Ltd. LLC271$28.0K0.00%+7+2.7%Added
Sage Private Wealth Group, LLC267$28.0K0.03%00.0%Unchanged
Financial Enhancement Group LLC273$29.0K0.01%00.0%Unchanged
TSFG, LLC273$29.0K0.01%+80+41.5%Added
SJS Investment Consulting Inc.274$29.0K0.01%+274New
PFS Partners, LLC297$31.1K0.02%+297New
Global Financial Private Client, LLC300$31.5K0.02%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP301$32.0K0.00%−120−28.5%Reduced
Edge Wealth Management LLC309$32.0K0.01%+3+1.0%Added
St. Johns Investment Management Company, LLC311$33.0K0.02%00.0%Unchanged
Masso Torrence Wealth Management Inc.310$33.0K0.02%+310New
John W. Brooker & Co., CPAs346$36.0K0.02%00.0%Unchanged
Howe & Rusling Inc339$36.0K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC367$38.0K0.02%00.0%Unchanged
Mascoma Wealth Management LLC362$38.0K0.01%00.0%Unchanged
Econ Financial Services Corp358$38.0K0.03%+358New
Acima Private Wealth, LLC368$39.0K0.02%00.0%Unchanged
Chilton Capital Management LLC379$40.0K0.00%+379New
Western Pacific Wealth Management, LP388$40.0K0.03%+388New
TAP Consulting, LLC394$41.0K0.01%+394New
McIlrath & Eck, LLC399$42.0K0.01%00.0%Unchanged
PrairieView Partners, LLC400$42.0K0.01%00.0%Unchanged
Regency Capital Management Inc.400$42.0K0.03%00.0%Unchanged
MBM Wealth Consultants, LLC410$43.0K0.02%+116+39.5%Added
Horrell Capital Management, Inc.425$45.0K0.01%00.0%Unchanged
Total Clarity Wealth Management, Inc.437$46.0K0.02%−13−2.9%Reduced
TD Capital Management LLC442$46.0K0.01%+381+624.6%Added
Amplius Wealth Advisors, LLC443$46.0K0.01%+443New
Robbins Farley LLC450$47.0K0.03%00.0%Unchanged
Lipe & Dalton451$47.0K0.02%+208+85.6%Added
Kelly Financial Services LLC450$47.2K0.02%+3+0.7%Added
Tarbox Family Office, Inc.458$48.0K0.01%−1−0.2%Reduced
Lee Financial Co468$49.0K0.01%−35−7.0%Reduced