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 |
|---|---|---|---|---|---|
| Journey Advisory Group, LLC | 10,869 | $1.14M | 0.31% | +1,149+11.8% | Added |
| Hilltop Holdings Inc. | 10,890 | $1.14M | 0.12% | +1,000+10.1% | Added |
| Northern Oak Wealth Management Inc | 10,919 | $1.15M | 0.13% | +618+6.0% | Added |
| American National Registered Investment Advisor, Inc. | 10,931 | $1.15M | 0.38% | 00.0% | Unchanged |
| Allred Capital Management, LLC | 10,949 | $1.15M | 0.56% | +30.0% | Added |
| Wagner Wealth Management, LLC | 10,953 | $1.15M | 0.88% | +1,373+14.3% | Added |
| Novare Capital Management LLC | 10,979 | $1.15M | 0.12% | +6,139+126.8% | Added |
| Arete Wealth Advisors, LLC | 11,145 | $1.16M | 0.10% | +473+4.4% | Added |
| United Bank | 11,073 | $1.16M | 0.14% | −435−3.8% | Reduced |
| AIA Group Ltd | 11,076 | $1.16M | 0.05% | +11,076 | New |
| Meridian Financial Partners LLC | 11,419 | $1.17M | 0.79% | +680+6.3% | Added |
| Rodgers Brothers Inc. | 11,283 | $1.18M | 0.21% | 00.0% | Unchanged |
| Souders Financial Advisors | 11,286 | $1.18M | 0.34% | +561+5.2% | Added |
| LCNB Corp | 11,363 | $1.19M | 0.54% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 11,511 | $1.19M | 0.97% | +11,511 | New |
| Boenning & Scattergood, Inc. | 11,401 | $1.20M | 0.19% | +273+2.5% | Added |
| Capital Investment Counsel, Inc | 11,402 | $1.20M | 0.22% | +417+3.8% | Added |
| RSM US Wealth Management LLC | 11,476 | $1.20M | 0.06% | −1,186−9.4% | Reduced |
| Polar Asset Management Partners Inc. | 11,477 | $1.20M | 0.01% | +115+1.0% | Added |
| Biltmore Family Office, LLC | 11,482 | $1.20M | 0.23% | +2,921+34.1% | Added |
| Altium Wealth Management LLC | 11,562 | $1.21M | 0.08% | +356+3.2% | Added |
| Paradigm Financial Partners, LLC | 11,571 | $1.21M | 0.25% | −210−1.8% | Reduced |
| Ameritas Investment Partners, Inc. | 11,589 | $1.22M | 0.04% | −506−4.2% | Reduced |
| Atlas Brown,Inc. | 11,592 | $1.22M | 0.47% | +341+3.0% | Added |
| GSB Wealth Management, LLC | 11,609 | $1.22M | 0.35% | +2,159+22.8% | Added |
| Lehman & Derafelo Financial Resources LLC | 11,679 | $1.23M | 0.37% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 11,732 | $1.23M | 0.15% | +559+5.0% | Added |
| Wealth Dimensions Group, Ltd. | 11,762 | $1.23M | 0.60% | −156−1.3% | Reduced |
| Sawyer & Company, Inc | 11,790 | $1.24M | 0.53% | 00.0% | Unchanged |
| Csenge Advisory Group | 12,585 | $1.25M | 0.11% | −196−1.5% | Reduced |
| Rollins Financial | 12,005 | $1.26M | 0.36% | +12,005 | New |
| King Luther Capital Management Corp | 12,064 | $1.27M | 0.01% | +602+5.3% | Added |
| Trust Investment Advisors | 12,122 | $1.27M | 1.00% | +647+5.6% | Added |
| Gofen & Glossberg LLC | 12,132 | $1.27M | 0.03% | −1,286−9.6% | Reduced |
| Argent Advisors, Inc. | 12,156 | $1.27M | 0.69% | +2,231+22.5% | Added |
| Cerity Partners LLC | 12,169 | $1.28M | 0.02% | +4,083+50.5% | Added |
| Veriti Management LLC | 12,179 | $1.28M | 0.17% | +24+0.2% | Added |
| Raleigh Capital Management Inc. | 12,195 | $1.28M | 1.31% | +12,195 | New |
| Financial Partners Capital Management LLC | 12,219 | $1.28M | 0.23% | +415+3.5% | Added |
| Wealthspire Advisors, LLC | 12,286 | $1.29M | 0.03% | −5,022−29.0% | Reduced |
| Neville Rodie & Shaw Inc | 12,294 | $1.29M | 0.09% | −1,075−8.0% | Reduced |
| Convergence Investment Partners, LLC | 12,347 | $1.29M | 0.66% | −123−1.0% | Reduced |
| Northeast Financial Consultants Inc | 12,372 | $1.30M | 0.08% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 12,472 | $1.31M | 0.62% | +30+0.2% | Added |
| Ballast, Inc. | 12,488 | $1.31M | 0.51% | +732+6.2% | Added |
| Williams Jones Wealth Management, LLC. | 12,529 | $1.31M | 0.02% | +168+1.4% | Added |
| Motco | 12,565 | $1.32M | 0.08% | +299+2.4% | Added |
| Meeder Asset Management Inc | 12,580 | $1.32M | 0.13% | −27,207−68.4% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,634 | $1.32M | 0.14% | +2,479+24.4% | Added |
| MAI Capital Management | 12,644 | $1.33M | 0.02% | +2,151+20.5% | Added |
| Donaldson Capital Management, LLC | 12,663 | $1.33M | 0.06% | +1,149+10.0% | Added |
| Verdence Capital Advisors LLC | 12,720 | $1.33M | 0.16% | +404+3.3% | Added |
| IBM Retirement Fund | 12,797 | $1.34M | 0.17% | −8,883−41.0% | Reduced |
| Confluence Wealth Services, Inc. | 12,798 | $1.34M | 0.43% | +12,798 | New |
| Caisse de Depot Et Placement du Quebec | 12,800 | $1.34M | 0.00% | −200−1.5% | Reduced |
| ZWJ Investment Counsel Inc | 12,831 | $1.35M | 0.07% | −31−0.2% | Reduced |
| Cresset Asset Management, LLC | 12,819 | $1.35M | 0.01% | +1,826+16.6% | Added |
| Financial Advisory Service, Inc. | 12,873 | $1.35M | 0.12% | +3,036+30.9% | Added |
| Peoples Financial Services Corp. | 12,885 | $1.35M | 0.53% | 00.0% | Unchanged |
| Tradewinds, LLC. | 13,942 | $1.35M | 1.60% | +13,942 | New |
| Texas Yale Capital Corp. | 12,946 | $1.36M | 0.07% | +1,226+10.5% | Added |
| Voya Financial Advisors, Inc. | 12,967 | $1.36M | 0.15% | −117−0.9% | Reduced |
| Empirical Finance, LLC | 12,977 | $1.36M | 0.16% | +3,564+37.9% | Added |
| Axxcess Wealth Management, LLC | 12,986 | $1.36M | 0.10% | +12,986 | New |
| Bellecapital International Ltd. | 13,054 | $1.37M | 0.39% | +2,844+27.9% | Added |
| Marshall Financial Group LLC | 13,055 | $1.37M | 0.50% | +9,405+257.7% | Added |
| Qtron Investments LLC | 13,170 | $1.38M | 0.31% | 00.0% | Unchanged |
| American National Insurance Co | 13,313 | $1.40M | 0.31% | −57,582−81.2% | Reduced |
| Illinois Municipal Retirement Fund | 13,367 | $1.40M | 0.04% | −40,904−75.4% | Reduced |
| Schmidt P J Investment Management Inc | 13,350 | $1.40M | 0.28% | −938−6.6% | Reduced |
| Essex Financial Services, Inc. | 13,490 | $1.42M | 0.14% | −507−3.6% | Reduced |
| Northcape Wealth Management, LLC | 13,540 | $1.42M | 0.48% | +13,540 | New |
| Bridgewater Associates, LP | 13,593 | $1.43M | 0.01% | +13,593 | New |
| Marble Harbor Investment Counsel, LLC | 13,667 | $1.43M | 0.17% | +2,300+20.2% | Added |
| Strategic Blueprint, LLC | 13,678 | $1.44M | 0.18% | +1,945+16.6% | Added |
| Astrantus Ltd | 13,700 | $1.44M | 1.07% | +13,700 | New |
| Heritage Trust Co | 13,711 | $1.44M | 0.18% | −155−1.1% | Reduced |
| Bremer Bank National Association | 13,873 | $1.46M | 0.24% | +9,808+241.3% | Added |
| HighTower Trust Services, LTA | 13,913 | $1.46M | 0.14% | +13,913 | New |
| Prelude Capital Management, LLC | 13,953 | $1.46M | 0.07% | +13,953 | New |
| Dynamic Technology Lab Private Ltd | 14,009 | $1.47M | 0.16% | +5,398+62.7% | Added |
| Ashfield Capital Partners, LLC | 14,047 | $1.47M | 0.09% | 00.0% | Unchanged |
| HAP Trading, LLC | 14,083 | $1.48M | 0.10% | +14,083 | New |
| Brooks, Moore & Associates, Inc. | 14,098 | $1.48M | 0.87% | −50−0.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 14,171 | $1.49M | 0.16% | −428−2.9% | Reduced |
| Parcion Private Wealth LLC | 14,363 | $1.49M | 0.13% | −95−0.7% | Reduced |
| Welch Group, LLC | 14,272 | $1.50M | 0.09% | +23+0.2% | Added |
| First Manhattan Co | 14,339 | $1.50M | 0.00% | −4,536−24.0% | Reduced |
| Patton Albertson Miller Group, LLC | 14,366 | $1.51M | 0.24% | −351−2.4% | Reduced |
| Massmutual Trust Co FSB | 14,369 | $1.51M | 0.06% | +1,707+13.5% | Added |
| Sumitomo Life Insurance Co | 14,430 | $1.51M | 0.04% | −447−3.0% | Reduced |
| Frontier Wealth Management LLC | 14,527 | $1.52M | 0.10% | +992+7.3% | Added |
| Bull Street Advisors, LLC | 14,573 | $1.53M | 0.73% | −335−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 14,600 | $1.53M | 0.05% | +1,159+8.6% | Added |
| First Dallas Securities Inc. | 14,701 | $1.54M | 1.01% | −232−1.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.54M | 0.19% | 00.0% | Unchanged |
| Fiduciary Trust Co | 14,788 | $1.55M | 0.03% | −250−1.7% | Reduced |
| Savant Capital, LLC | 14,833 | $1.56M | 0.05% | −123−0.8% | Reduced |
| Guardian Investment Management | 14,849 | $1.56M | 1.08% | −300−2.0% | Reduced |
| First National Trust Co | 14,974 | $1.57M | 0.08% | +893+6.3% | Added |