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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 19,672 | $2.06M | 0.83% | +34+0.2% | Added |
| FourThought Financial, LLC | 19,712 | $2.07M | 0.26% | +1,205+6.5% | Added |
| SWS Partners | 19,773 | $2.07M | 1.18% | +1,189+6.4% | Added |
| Successful Portfolios LLC | 19,777 | $2.08M | 1.13% | −25−0.1% | Reduced |
| Valeo Financial Advisors, LLC | 19,896 | $2.09M | 0.11% | −223−1.1% | Reduced |
| Physicians Financial Services, Inc. | 19,954 | $2.09M | 0.77% | −863−4.1% | Reduced |
| Proequities, Inc. | 19,975 | $2.10M | 0.12% | −271−1.3% | Reduced |
| Taylor Hoffman Wealth Management | 19,976 | $2.10M | 0.80% | +2,075+11.6% | Added |
| Strategy Asset Managers LLC | 20,001 | $2.10M | 0.54% | −2,549−11.3% | Reduced |
| Castleview Partners, LLC | 220,185 | $2.10M | 0.02% | +220,185 | New |
| Bailard, Inc. | 20,112 | $2.11M | 0.07% | +102+0.5% | Added |
| Clarkston Capital Partners, LLC | 20,210 | $2.12M | 0.04% | +20,210 | New |
| Brown Brothers Harriman & Co | 20,233 | $2.12M | 0.01% | +1,064+5.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 20,337 | $2.13M | 0.20% | −83−0.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 20,355 | $2.13M | 0.07% | −371−1.8% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 20,542 | $2.15M | 1.72% | −575−2.7% | Reduced |
| Bank Ozk | 20,671 | $2.17M | 0.88% | +822+4.1% | Added |
| Ti-Trust, Inc | 20,675 | $2.17M | 1.94% | +20,675 | New |
| Soltis Investment Advisors LLC | 20,690 | $2.17M | 0.31% | +1,695+8.9% | Added |
| Shepherd Financial Partners LLC | 20,751 | $2.18M | 0.38% | +696+3.5% | Added |
| Woodard & Co Asset Management Group Inc | 20,937 | $2.20M | 1.04% | +15+0.1% | Added |
| CWM, LLC | 21,017 | $2.21M | 0.02% | +21,017 | New |
| TownSquare Capital, LLC | 21,061 | $2.21M | 0.06% | +4,950+30.7% | Added |
| Principle Wealth Partners LLC | 21,113 | $2.21M | 0.23% | −419−1.9% | Reduced |
| Merit Financial Group, LLC | 21,124 | $2.22M | 0.22% | −22−0.1% | Reduced |
| Triad Financial Advisors, Inc. | 21,177 | $2.22M | 1.32% | +21,177 | New |
| Murphy Capital Management Inc | 21,207 | $2.22M | 0.24% | −1,430−6.3% | Reduced |
| FinTrust Capital Advisors, LLC | 21,454 | $2.25M | 0.54% | +1,255+6.2% | Added |
| Advisor Partners LLC | 21,561 | $2.26M | 0.14% | −409−1.9% | Reduced |
| Lee Danner & Bass Inc | 21,588 | $2.27M | 0.19% | 00.0% | Unchanged |
| We Are One Seven, LLC | 21,628 | $2.27M | 0.24% | +7,519+53.3% | Added |
| Mechanics Bank Trust Department | 21,714 | $2.28M | 0.34% | −395−1.8% | Reduced |
| Norway Savings Bank | 21,842 | $2.29M | 1.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 21,945 | $2.30M | 0.38% | +650+3.1% | Added |
| TSP Capital Management Group, LLC | – | $2.32M | 0.77% | – | – |
| IFP Advisors, Inc | 22,165 | $2.32M | 0.05% | −793−3.5% | Reduced |
| CCLA Investment Management Ltd | 22,199 | $2.33M | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 22,234 | $2.33M | 0.01% | −1,326−5.6% | Reduced |
| TCWP LLC | 22,232 | $2.33M | 0.46% | +22,232 | New |
| Verition Fund Management LLC | 22,256 | $2.33M | 0.03% | +22,256 | New |
| J.W. Cole Advisors, Inc. | 22,353 | $2.35M | 0.15% | +1,512+7.3% | Added |
| Pinnacle Associates Ltd | 22,500 | $2.36M | 0.04% | +1,618+7.7% | Added |
| Cornercap Investment Counsel Inc | 22,618 | $2.37M | 0.34% | +212+0.9% | Added |
| Icon Advisers Inc | 22,900 | $2.40M | 0.39% | 00.0% | Unchanged |
| Chemung Canal Trust Co | 23,044 | $2.42M | 0.44% | −941−3.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 23,088 | $2.42M | 2.18% | +23,088 | New |
| Jaffetilchin Investment Partners, LLC | 23,205 | $2.43M | 0.23% | −2,144−8.5% | Reduced |
| Lincoln National Corp | 23,352 | $2.45M | 0.05% | +3,524+17.8% | Added |
| Private Asset Management Inc | 23,351 | $2.45M | 0.30% | +786+3.5% | Added |
| Argent Trust Co | 23,455 | $2.46M | 0.14% | −125−0.5% | Reduced |
| Trust Co of Toledo NA | 23,455 | $2.46M | 0.37% | +342+1.5% | Added |
| Park National Corp | 23,550 | $2.47M | 0.10% | −2,843−10.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 23,544 | $2.47M | 0.32% | 00.0% | Unchanged |
| Veritable, L.P. | 23,585 | $2.47M | 0.04% | +2,538+12.1% | Added |
| Greenline Partners, LLC | 23,585 | $2.47M | 0.47% | +7,223+44.1% | Added |
| City Holding Co | 24,685 | $2.48M | 0.41% | −318−1.3% | Reduced |
| Roosevelt Investment Group LLC | 23,652 | $2.48M | 0.14% | −965−3.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 23,832 | $2.50M | 0.20% | +197+0.8% | Added |
| Carolinas Wealth Consulting LLC | 23,925 | $2.51M | 0.55% | +570+2.4% | Added |
| TD Waterhouse Canada Inc. | 23,183 | $2.51M | 0.02% | +23,183 | New |
| Hanson & Doremus Investment Management | 24,156 | $2.53M | 0.54% | −105−0.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 24,165 | $2.54M | 0.76% | +922+4.0% | Added |
| First Bank & Trust | 24,201 | $2.54M | 1.07% | +158+0.7% | Added |
| Beacon Pointe Advisors, LLC | 24,267 | $2.55M | 0.07% | −483−2.0% | Reduced |
| Lido Advisors, LLC | 24,308 | $2.55M | 0.05% | +222+0.9% | Added |
| Aspire Private Capital, LLC | 24,312 | $2.55M | 0.80% | +5,477+29.1% | Added |
| Brandywine Global Investment Management, LLC | 24,431 | $2.56M | 0.02% | −166−0.7% | Reduced |
| Cypress Capital Group | 24,487 | $2.57M | 0.32% | −6,238−20.3% | Reduced |
| Greenleaf Trust | 24,520 | $2.57M | 0.03% | +2,890+13.4% | Added |
| IFG Advisory, LLC | 24,543 | $2.57M | 0.25% | +283+1.2% | Added |
| Orleans Capital Management Corp | 24,607 | $2.58M | 1.47% | +153+0.6% | Added |
| Simmons Bank | 24,611 | $2.58M | 0.18% | −376−1.5% | Reduced |
| Richard Bernstein Advisors LLC | 24,900 | $2.61M | 0.05% | +24,900 | New |
| Caption Management, LLC | 25,000 | $2.62M | 0.16% | −86,289−77.5% | Reduced |
| Kingsview Wealth Management, LLC | 24,991 | $2.62M | 0.11% | −52−0.2% | Reduced |
| Ascent Group, LLC | 25,491 | $2.63M | 0.33% | +25,491 | New |
| Winton Group Ltd | 25,410 | $2.67M | 0.16% | +18,508+268.2% | Added |
| MD Financial Management Inc. | 25,467 | $2.67M | 0.06% | +1,433+6.0% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 25,570 | $2.68M | 1.43% | −356−1.4% | Reduced |
| Salem Investment Counselors Inc | 25,817 | $2.71M | 0.09% | +2,236+9.5% | Added |
| Level Four Advisory Services, LLC | 25,976 | $2.73M | 0.21% | −2,076−7.4% | Reduced |
| Canandaigua National Corp | 25,983 | $2.73M | 0.40% | −135−0.5% | Reduced |
| Integrated Advisors Network LLC | 26,015 | $2.73M | 0.16% | −597−2.2% | Reduced |
| Triangle Securities Wealth Management | 26,036 | $2.73M | 0.85% | −23−0.1% | Reduced |
| Seven Springs Wealth Group, LLC | 26,274 | $2.76M | 1.26% | +5,225+24.8% | Added |
| HNP Capital LLC | 26,372 | $2.77M | 0.63% | +1,651+6.7% | Added |
| Caldwell Trust Co | 26,440 | $2.77M | 0.32% | −27−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 26,453 | $2.77M | 0.11% | +1,384+5.5% | Added |
| Rowland & Co Investment Counsel | 26,502 | $2.78M | 0.62% | +2,027+8.3% | Added |
| Covington Capital Management | 26,560 | $2.79M | 0.10% | +286+1.1% | Added |
| Jackson Hole Capital Partners, LLC | 26,563 | $2.79M | 0.87% | +4,035+17.9% | Added |
| Kingfisher Capital LLC | 26,569 | $2.79M | 0.64% | +662+2.6% | Added |
| Plimoth Trust Co LLC | 26,587 | $2.79M | 0.71% | −817−3.0% | Reduced |
| Citizens Financial Group Inc | 26,885 | $2.82M | 0.09% | −472−1.7% | Reduced |
| Community Financial Services Group, LLC | 27,076 | $2.84M | 0.71% | +415+1.6% | Added |
| Bragg Financial Advisors, Inc | 29,109 | $2.84M | 0.18% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 27,209 | $2.85M | 0.23% | +16,826+162.1% | Added |
| Keene & Associates, Inc. | 27,248 | $2.86M | 2.47% | +27,248 | New |
| Spire Wealth Management | 27,374 | $2.87M | 0.06% | +5,711+26.4% | Added |
| Cullen/Frost Bankers, Inc. | 27,407 | $2.88M | 0.05% | +898+3.4% | Added |