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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| American Research & Management Co. | 8,318 | $873.0K | 0.19% | +65+0.8% | Added |
| Ancora Advisors, LLC | 8,330 | $873.0K | 0.02% | +1,136+15.8% | Added |
| Alpine Woods Capital Investors, LLC | 8,343 | $875.0K | 0.09% | −474−5.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 8,338 | $875.0K | 0.03% | +84+1.0% | Added |
| First National Corp | 8,352 | $876.0K | 0.20% | −637−7.1% | Reduced |
| First Personal Financial Services | 8,371 | $878.0K | 0.20% | −378−4.3% | Reduced |
| Horizon Investments, LLC | 8,377 | $879.0K | 0.03% | +1,791+27.2% | Added |
| KCM Investment Advisors LLC | 8,386 | $880.0K | 0.03% | +750+9.8% | Added |
| Checchi Capital Advisers, LLC | 8,422 | $884.0K | 0.10% | +267+3.3% | Added |
| Summit Financial Group Inc | 8,444 | $886.0K | 0.29% | +2,000+31.0% | Added |
| Barnett & Company, Inc. | 8,505 | $892.0K | 0.62% | −125−1.4% | Reduced |
| Doheny Asset Management | 8,519 | $894.0K | 0.63% | −400−4.5% | Reduced |
| First National Bank of South Miami | 8,534 | $895.0K | 0.54% | −444−4.9% | Reduced |
| Centre Asset Management, LLC | 8,569 | $899.0K | 0.46% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 8,586 | $900.0K | 0.10% | −622−6.8% | Reduced |
| Ategra Capital Management, LLC | 8,594 | $901.5K | 0.41% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 8,607 | $903.0K | 0.36% | −300−3.4% | Reduced |
| Bank of New Hampshire | 8,637 | $906.0K | 0.22% | −384−4.3% | Reduced |
| Rehmann Capital Advisory Group | 8,641 | $906.4K | 0.08% | −291−3.3% | Reduced |
| Tectonic Advisors LLC | 8,671 | $909.0K | 0.16% | +4,311+98.9% | Added |
| Change Path, LLC | 8,701 | $913.0K | 0.05% | −180−2.0% | Reduced |
| Coastal Investment Advisors, Inc. | 8,715 | $914.0K | 0.20% | +108+1.3% | Added |
| Parallel Advisors, LLC | 8,817 | $925.0K | 0.03% | −435−4.7% | Reduced |
| Scotia Capital Inc. | 8,832 | $926.0K | 0.01% | −243−2.7% | Reduced |
| Shelton Capital Management | 8,831 | $926.0K | 0.03% | +500+6.0% | Added |
| Legacy Wealth Asset Management, LLC | 8,844 | $928.0K | 0.31% | +779+9.7% | Added |
| Intrust Bank NA | 8,852 | $929.0K | 0.11% | −84−0.9% | Reduced |
| Doyle Wealth Management | 8,897 | $933.0K | 0.07% | −1,054−10.6% | Reduced |
| AGF Investments LLC | 8,892 | $933.0K | 0.08% | +2,094+30.8% | Added |
| Madden Securities Corp | 8,919 | $936.0K | 0.44% | −280−3.0% | Reduced |
| Toroso Investments, LLC | 8,963 | $940.0K | 0.03% | +1,659+22.7% | Added |
| Wilkinson Global Asset Management LLC | 9,000 | $944.0K | 0.05% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 9,018 | $946.0K | 0.02% | +33+0.4% | Added |
| Glenview Trust Co | 9,091 | $954.0K | 0.03% | +460+5.3% | Added |
| Madison Asset Management, LLC | 9,120 | $957.0K | 0.01% | +1,212+15.3% | Added |
| Kellett Schaffner Wealth Advisors LLC | 9,168 | $962.0K | 0.74% | +9,168 | New |
| People's United Financial, Inc. | 9,184 | $963.0K | 0.02% | −727−7.3% | Reduced |
| Capital Square, LLC | 9,303 | $964.0K | 0.67% | +108+1.2% | Added |
| HM Payson & Co | 9,189 | $964.0K | 0.02% | +497+5.7% | Added |
| Burke & Herbert Bank & Trust Co | 9,202 | $965.0K | 0.57% | +2,901+46.0% | Added |
| Delta Financial Advisors LLC | 9,212 | $966.0K | 0.39% | +20.0% | Added |
| JT Stratford LLC | 9,215 | $967.0K | 0.26% | −43−0.5% | Reduced |
| 9258 Wealth Management, LLC | 9,242 | $969.0K | 0.22% | +849+10.1% | Added |
| Conning Inc. | 9,256 | $971.0K | 0.03% | +483+5.5% | Added |
| Chesley Taft & Associates LLC | 9,291 | $975.0K | 0.05% | −25−0.3% | Reduced |
| Fulton Breakefield Broenniman LLC | 9,384 | $984.0K | 0.07% | +1,357+16.9% | Added |
| Kempen Capital Management N.V. | 9,388 | $985.0K | 0.03% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 9,430 | $989.0K | 0.38% | −700−6.9% | Reduced |
| Whittier Trust Co | 9,428 | $989.0K | 0.02% | +930+10.9% | Added |
| Albion Financial Group | 9,483 | $995.0K | 0.08% | −655−6.5% | Reduced |
| Chicago Capital, LLC | 9,510 | $998.0K | 0.04% | −90−0.9% | Reduced |
| MSH Capital Advisors LLC | 9,521 | $998.7K | 0.45% | +9,521 | New |
| MidWestOne Financial Group, Inc. | 9,538 | $1.00M | 0.21% | +297+3.2% | Added |
| Horizon Investment Services, LLC | 9,590 | $1.01M | 0.46% | −20−0.2% | Reduced |
| Employees Retirement System of Texas | 9,600 | $1.01M | 0.01% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 9,632 | $1.01M | 0.19% | −195−2.0% | Reduced |
| NVWM, LLC | 9,640 | $1.01M | 0.32% | +156+1.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 9,651 | $1.01M | 0.64% | +6,171+177.3% | Added |
| Heron Financial Group, LLC | 9,794 | $1.01M | 0.55% | +394+4.2% | Added |
| Wealth Alliance | 9,698 | $1.02M | 0.20% | +113+1.2% | Added |
| Stableford Capital II LLC | 9,943 | $1.02M | 0.43% | +1,569+18.7% | Added |
| Greytown Advisors Inc. | 9,742 | $1.02M | 0.43% | −2,377−19.6% | Reduced |
| Gibson Wealth Advisors LLC | 9,740 | $1.02M | 1.05% | +9,740 | New |
| Wetherby Asset Management Inc | 9,758 | $1.02M | 0.06% | +227+2.4% | Added |
| West Chester Capital Advisors, Inc | 9,775 | $1.02M | 0.70% | +42+0.4% | Added |
| Haverford Trust Co | 9,871 | $1.03M | 0.01% | −1,717−14.8% | Reduced |
| Harbour Investments, Inc. | 9,877 | $1.04M | 0.06% | −32,787−76.8% | Reduced |
| Marks Group Wealth Management, Inc | 9,907 | $1.04M | 0.13% | +2,639+36.3% | Added |
| Independence Bank of Kentucky | 9,908 | $1.04M | 0.42% | −1,390−12.3% | Reduced |
| Old National Bancorp | 9,907 | $1.04M | 0.04% | −655−6.2% | Reduced |
| D.B. Root & Company, LLC | 9,959 | $1.04M | 0.38% | +12+0.1% | Added |
| Stiles Financial Services Inc | 10,048 | $1.05M | 0.51% | +10,048 | New |
| Hayek Kallen Investment Management | 10,060 | $1.05M | 0.38% | +3,291+48.6% | Added |
| Miller Howard Investments Inc | 10,083 | $1.06M | 0.04% | −10,300−50.5% | Reduced |
| Abacus Planning Group, Inc. | 10,123 | $1.06M | 0.28% | +1,069+11.8% | Added |
| Connectus Wealth, LLC | 10,106 | $1.06M | 0.04% | +10,106 | New |
| Baldwin Investment Management, LLC | 10,174 | $1.07M | 0.28% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 10,234 | $1.07M | 0.03% | +678+7.1% | Added |
| Oakworth Capital, Inc. | 10,279 | $1.08M | 0.09% | −660−6.0% | Reduced |
| Meridian Wealth Management, LLC | 10,291 | $1.08M | 0.12% | +631+6.5% | Added |
| Cornerstone Advisory, LLC | 10,386 | $1.09M | 0.16% | +10.0% | Added |
| IHT Wealth Management, LLC | 10,406 | $1.09M | 0.08% | +532+5.4% | Added |
| Exencial Wealth Advisors, LLC | 10,487 | $1.10M | 0.05% | −2,286−17.9% | Reduced |
| SeaCrest Wealth Management, LLC | 10,522 | $1.10M | 0.12% | +409+4.0% | Added |
| Schechter Investment Advisors, LLC | 10,537 | $1.11M | 0.10% | +10,537 | New |
| HM Capital Management, LLC | 10,561 | $1.11M | 0.42% | +10,561 | New |
| Cadence Bank NA | 10,603 | $1.11M | 0.30% | +324+3.2% | Added |
| 1st Source Bank | 10,641 | $1.12M | 0.07% | +109+1.0% | Added |
| Jeppson Wealth Management, LLC | 10,648 | $1.12M | 0.54% | −180−1.7% | Reduced |
| Mystic Asset Management, Inc. | 10,688 | $1.12M | 0.53% | +10,688 | New |
| Resource Management, LLC | 10,692 | $1.12M | 0.12% | −285−2.6% | Reduced |
| Reuter James Wealth Management, LLC | 10,696 | $1.12M | 0.43% | +10,696 | New |
| Busey Wealth Management | 10,704 | $1.12M | 0.04% | −1,891−15.0% | Reduced |
| Bryn Mawr Trust Co | 10,710 | $1.12M | 0.04% | +1,500+16.3% | Added |
| Trustmark National Bank Trust Department | 10,711 | $1.12M | 0.09% | +76+0.7% | Added |
| Creative Financial Designs Inc | 10,759 | $1.13M | 0.17% | +270+2.6% | Added |
| CNB Bank | 10,792 | $1.13M | 0.62% | −154−1.4% | Reduced |
| Gables Capital Management Inc. | 10,802 | $1.13M | 0.67% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 10,825 | $1.14M | 0.07% | −549−4.8% | Reduced |
| Arbor Investment Advisors, LLC | 10,853 | $1.14M | 0.21% | +248+2.3% | Added |