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 |
|---|---|---|---|---|---|
| Hall Capital Management Co Inc | 14,995 | $1.57M | 0.89% | −300−2.0% | Reduced |
| Viking Fund Management LLC | 15,000 | $1.57M | 0.41% | 00.0% | Unchanged |
| Alley Co LLC | 15,038 | $1.58M | 0.25% | +528+3.6% | Added |
| Dynamic Advisor Solutions LLC | 15,067 | $1.58M | 0.11% | +491+3.4% | Added |
| Private Trust Co NA | 15,099 | $1.58M | 0.22% | +54+0.4% | Added |
| Wolff Wiese Magana LLC | 15,170 | $1.59M | 1.03% | +2,030+15.4% | Added |
| Andra AP-fonden | 15,200 | $1.59M | 0.03% | −4,400−22.4% | Reduced |
| United Bank | 15,217 | $1.60M | 0.86% | +71+0.5% | Added |
| Marino, Stram & Associates LLC | 15,260 | $1.60M | 0.49% | +496+3.4% | Added |
| Carnegie Capital Asset Management, LLC | 15,271 | $1.60M | 0.05% | +87+0.6% | Added |
| Aviance Capital Partners, LLC | 15,370 | $1.61M | 0.27% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 15,404 | $1.62M | 0.07% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 15,518 | $1.63M | 0.14% | +473+3.1% | Added |
| Clearbridge Investments, LLC | 15,549 | $1.63M | 0.00% | +300+2.0% | Added |
| Mountain Capital Investment Advisors, Inc | 15,808 | $1.63M | 0.74% | +4,195+36.1% | Added |
| Seeyond | 15,588 | $1.64M | 0.15% | −3,460−18.2% | Reduced |
| WealthTrust Axiom LLC | 15,597 | $1.64M | 0.52% | −100−0.6% | Reduced |
| Community Bank of Raymore | 15,659 | $1.64M | 0.71% | −3,342−17.6% | Reduced |
| Earnest Partners LLC | 15,704 | $1.65M | 0.01% | +1,398+9.8% | Added |
| Spirit of America Management Corp | 15,750 | $1.65M | 0.33% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 15,767 | $1.65M | 0.28% | −198−1.2% | Reduced |
| First City Capital Management, Inc. | 15,875 | $1.66M | 0.93% | −517−3.2% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 15,809 | $1.66M | 0.54% | +15,809 | New |
| AMG National Trust Bank | 15,961 | $1.67M | 0.05% | −1,056−6.2% | Reduced |
| Grove Bank & Trust | 15,963 | $1.67M | 0.32% | −117−0.7% | Reduced |
| Certified Advisory Corp | 15,956 | $1.67M | 0.37% | +353+2.3% | Added |
| Premier Fund Managers Ltd | 16,000 | $1.68M | 0.05% | −4,950−23.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 16,021 | $1.68M | 0.03% | +312+2.0% | Added |
| Vident Investment Advisory, LLC | 16,068 | $1.69M | 0.04% | +1,025+6.8% | Added |
| Trust Co of Vermont | 16,123 | $1.69M | 0.11% | +540+3.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 16,132 | $1.69M | 0.08% | +1,032+6.8% | Added |
| Smith, Moore & Co. | 16,202 | $1.70M | 0.24% | −354−2.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 16,208 | $1.70M | 0.32% | +1,471+10.0% | Added |
| Financial Architects, Inc | 16,281 | $1.71M | 0.23% | −164−1.0% | Reduced |
| Segall Bryant & Hamill, LLC | 16,313 | $1.71M | 0.02% | +60.0% | Added |
| Regentatlantic Capital LLC | 16,421 | $1.72M | 0.05% | −416−2.5% | Reduced |
| Bank of Hawaii | 16,471 | $1.73M | 0.09% | −641−3.7% | Reduced |
| Lakeview Capital Partners, LLC | 16,486 | $1.73M | 1.01% | −1,256−7.1% | Reduced |
| Community Bank & Trust, Waco, Texas | 16,518 | $1.73M | 0.51% | +378+2.3% | Added |
| Bradley Foster & Sargent Inc | 16,549 | $1.74M | 0.04% | −1,697−9.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,800 | $1.76M | 0.60% | +10,650+173.2% | Added |
| Palladium Partners LLC | 16,808 | $1.76M | 0.07% | +435+2.7% | Added |
| Good Life Advisors, LLC | 16,873 | $1.77M | 0.21% | +1,687+11.1% | Added |
| Private Wealth Partners, LLC | 16,910 | $1.77M | 0.15% | +2,447+16.9% | Added |
| Simplex Trading, LLC | 16,920 | $1.77M | 0.06% | +14,492+596.9% | Added |
| Greenwood Capital Associates LLC | 16,995 | $1.78M | 0.25% | +2,423+16.6% | Added |
| Evermay Wealth Management LLC | 17,021 | $1.79M | 0.32% | −31−0.2% | Reduced |
| AlphaCrest Capital Management LLC | 17,046 | $1.79M | 0.07% | +14,167+492.1% | Added |
| Columbia Asset Management | 17,125 | $1.80M | 0.37% | −23−0.1% | Reduced |
| Fundamentun, LLC | 17,152 | $1.80M | 0.28% | −1,442−7.8% | Reduced |
| Parsec Financial Management, Inc. | 17,152 | $1.80M | 0.07% | 00.0% | Unchanged |
| Comerica Securities,inc. | 17,164 | $1.80M | 0.12% | −105−0.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 17,209 | $1.80M | 0.14% | +2,327+15.6% | Added |
| Wedbush Securities Inc | 17,239 | $1.81M | 0.08% | −2,648−13.3% | Reduced |
| Red Door Wealth Management, LLC | 17,260 | $1.81M | 0.59% | +2,115+14.0% | Added |
| Ieq Capital, LLC | 17,265 | $1.81M | 0.04% | +541+3.2% | Added |
| Ameritas Advisory Services, LLC | 17,267 | $1.81M | 0.07% | +17,267 | New |
| JustInvest LLC | 17,273 | $1.81M | 0.11% | +7,165+70.9% | Added |
| Belpointe Asset Management LLC | 17,294 | $1.81M | 0.11% | +3,106+21.9% | Added |
| Cigna Investments Inc | 17,365 | $1.82M | 0.14% | −6,321−26.7% | Reduced |
| Mutual Advisors, LLC | 17,442 | $1.83M | 0.10% | +2,030+13.2% | Added |
| Moloney Securities Asset Management, LLC | 17,639 | $1.85M | 0.31% | −16−0.1% | Reduced |
| Signaturefd, LLC | 17,682 | $1.85M | 0.06% | +428+2.5% | Added |
| American Portfolios Advisors | 17,714 | $1.86M | 0.06% | +1,231+7.5% | Added |
| NTV Asset Management LLC | 17,721 | $1.86M | 0.31% | −2,041−10.3% | Reduced |
| Stonebridge Capital Advisors LLC | 17,733 | $1.86M | 0.21% | +959+5.7% | Added |
| Forte Capital LLC | 17,737 | $1.86M | 0.23% | +5,373+43.5% | Added |
| Carson Advisory Inc. | 17,873 | $1.88M | 1.90% | +17,873 | New |
| Pettyjohn, Wood & White, Inc | 17,940 | $1.88M | 0.39% | −375−2.0% | Reduced |
| Grandview Asset Management LLC | 17,962 | $1.88M | 0.76% | +6,907+62.5% | Added |
| Sowell Financial Services LLC | 18,055 | $1.89M | 0.11% | −6,070−25.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 18,098 | $1.90M | 0.65% | +18,098 | New |
| Ipswich Investment Management Co., Inc. | 18,252 | $1.92M | 0.45% | +125+0.7% | Added |
| Acadian Asset Management LLC | 18,274 | $1.92M | 0.01% | +375+2.1% | Added |
| Mill Capital Management, LLC | 18,304 | $1.92M | 0.20% | +18,304 | New |
| Franklin Street Advisors Inc | 18,311 | $1.92M | 0.15% | −216−1.2% | Reduced |
| Heritage Investors Management Corp | 18,355 | $1.93M | 0.07% | −195−1.1% | Reduced |
| Tower Bridge Advisors | 18,364 | $1.93M | 0.12% | −1,566−7.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 18,410 | $1.93M | 0.09% | +1,113+6.4% | Added |
| Buckhead Capital Management LLC | 18,608 | $1.95M | 0.41% | +972+5.5% | Added |
| Shoker Investment Counsel, Inc. | 18,685 | $1.96M | 0.90% | −23−0.1% | Reduced |
| Ziegler Capital Management, LLC | 18,809 | $1.96M | 0.07% | −1,552−7.6% | Reduced |
| Rafferty Asset Management, LLC | 18,719 | $1.96M | 0.01% | −8,436−31.1% | Reduced |
| Brookstone Capital Management | 18,842 | $1.97M | 0.03% | −800−4.1% | Reduced |
| Green Square Capital Advisors LLC | 18,785 | $1.97M | 0.39% | +328+1.8% | Added |
| KMG Fiduciary Partners, LLC | 18,877 | $1.98M | 0.31% | −37−0.2% | Reduced |
| Hartford Financial Management Inc. | 18,883 | $1.98M | 0.46% | +4,909+35.1% | Added |
| Symphony Financial, Ltd. Co. | 19,335 | $2.00M | 0.56% | +1,615+9.1% | Added |
| Boston Private Wealth LLC | 19,095 | $2.00M | 0.03% | −4,334−18.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 19,106 | $2.00M | 0.43% | +753+4.1% | Added |
| Naples Global Advisors, LLC | 19,184 | $2.01M | 0.23% | −369−1.9% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 19,232 | $2.02M | 0.79% | +670+3.6% | Added |
| Wade G W & Inc | 19,336 | $2.03M | 0.09% | −1,490−7.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 19,342 | $2.03M | 0.29% | −323−1.6% | Reduced |
| Randolph Co Inc | 19,402 | $2.04M | 0.25% | −84,490−81.3% | Reduced |
| Tdam USA Inc. | 19,425 | $2.04M | 0.13% | −310−1.6% | Reduced |
| Altavista Wealth Management, Inc. | 19,497 | $2.04M | 0.41% | +304+1.6% | Added |
| BerganKDV Wealth Management, LLC | 19,503 | $2.05M | 0.21% | +11+0.1% | Added |
| London Co of Virginia | 19,551 | $2.05M | 0.01% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 19,570 | $2.05M | 2.00% | +19,570 | New |