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.
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 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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 |
|---|---|---|---|---|---|
| Ford Financial Group, LLC | 500 | $52.0K | 0.02% | +500 | New |
| Coastal Capital Group, Inc. | 507 | $53.0K | 0.01% | +20+4.1% | Added |
| Tortoise Investment Management, LLC | 515 | $54.0K | 0.01% | +165+47.1% | Added |
| Canton Hathaway, LLC | 537 | $56.0K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 535 | $56.1K | 0.03% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 539 | $56.5K | 0.02% | +42+8.5% | Added |
| RWM Asset Management, LLC | 544 | $57.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 548 | $57.5K | 0.05% | +548 | New |
| Assetmark, Inc | 555 | $58.0K | 0.00% | −3,981−87.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 554 | $58.0K | 0.01% | +280+102.2% | Added |
| Leonteq Securities AG | 571 | $59.9K | 0.00% | −546−48.9% | Reduced |
| Operose Advisors LLC | 575 | $60.0K | 0.05% | +575 | New |
| Estate Counselors, LLC | 591 | $61.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 583 | $61.0K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 584 | $61.0K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 592 | $62.0K | 0.02% | −17−2.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 590 | $62.0K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 596 | $62.0K | 0.02% | +320+115.9% | Added |
| Laffer Tengler Investments | 596 | $62.5K | 0.02% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 608 | $63.0K | 0.03% | +608 | New |
| Outfitter Financial LLC | 600 | $63.0K | 0.05% | +600 | New |
| Crescent Capital Consulting, LLC | 606 | $64.0K | 0.01% | +160+35.9% | Added |
| Arlington Partners LLC | 617 | $65.0K | 0.02% | +285+85.8% | Added |
| Westside Investment Management, Inc. | 636 | $66.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 640 | $67.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 644 | $68.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 651 | $68.0K | 0.04% | +651 | New |
| Lenox Wealth Advisors, LLC | 661 | $69.0K | 0.01% | −27−3.9% | Reduced |
| Perkins Coie Trust Co | 661 | $69.0K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 667 | $70.0K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 680 | $71.0K | 0.03% | +680 | New |
| Halpern Financial, Inc. | 690 | $72.4K | 0.03% | +567+461.0% | Added |
| Sound Income Strategies, LLC | 692 | $73.0K | 0.01% | +25+3.7% | Added |
| TFC Financial Management | 704 | $74.0K | 0.02% | −108−13.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 709 | $74.0K | 0.06% | +709 | New |
| Seldon Capital LP | 710 | $74.0K | 0.05% | +710 | New |
| Cassady Schiller Wealth Management, LLC | 717 | $75.0K | 0.05% | +717 | New |
| Antonetti Capital Management LLC | 720 | $76.0K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 728 | $76.0K | 0.02% | +75+11.5% | Added |
| Altshuler Shaham Ltd | 721 | $76.0K | 0.00% | +110+18.0% | Added |
| WFA Asset Management Corp | 739 | $77.5K | 0.05% | +739 | New |
| Bellevue Asset Management, LLC | 745 | $78.0K | 0.05% | −72−8.8% | Reduced |
| Prestige Wealth Management Group LLC | 783 | $82.0K | 0.02% | +2+0.3% | Added |
| Disciplined Investments, LLC | 783 | $82.0K | 0.04% | +200+34.3% | Added |
| CVA Family Office, LLC | 796 | $84.0K | 0.02% | −684−46.2% | Reduced |
| Manchester Capital Management LLC | 828 | $87.0K | 0.01% | −210−20.2% | Reduced |
| Cranbrook Wealth Management, LLC | 833 | $87.0K | 0.02% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 830 | $87.0K | 0.03% | +746+888.1% | Added |
| Ellis Investment Partners, LLC | 847 | $88.0K | 0.02% | +5+0.6% | Added |
| Paragon Capital Management Ltd | 840 | $88.0K | 0.01% | +840 | New |
| Gemmer Asset Management LLC | 852 | $89.0K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 845 | $89.0K | 0.07% | +845 | New |
| Johnson Midwest Financial, LLC | 868 | $91.0K | 0.07% | +94+12.1% | Added |
| West Bancorporation Inc | 870 | $91.0K | 0.07% | +870 | New |
| American State Bank (Iowa) | 874 | $91.7K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 882 | $92.0K | 0.01% | −480−35.2% | Reduced |
| Kozak & Associates, Inc. | 866 | $92.0K | 0.06% | +67+8.4% | Added |
| Centerpoint Advisors, LLC | 878 | $92.0K | 0.04% | +259+41.8% | Added |
| Brewin Dolphin Ltd | 896 | $94.0K | 0.00% | −17−1.9% | Reduced |
| Freedman Financial Associates, Inc. | 914 | $96.0K | 0.07% | −116−11.3% | Reduced |
| Bellwether Advisors, LLC | 929 | $97.0K | 0.03% | −13,014−93.3% | Reduced |
| JJJ Advisors Inc. | 933 | $98.0K | 0.03% | +89+10.5% | Added |
| S.A. Mason LLC | 1,004 | $105.0K | 0.06% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $105.0K | 0.05% | +1,000 | New |
| Quent Capital, LLC | 996 | $105.0K | 0.02% | +996 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,016 | $106.0K | 0.00% | +44+4.5% | Added |
| Alpha Paradigm Partners, LLC | 1,020 | $107.0K | 0.04% | −282−21.7% | Reduced |
| Webster Bank, N. A. | 1,023 | $107.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 1,019 | $107.0K | 0.02% | +112+12.3% | Added |
| Piscataqua Savings Bank | 1,047 | $110.0K | 0.09% | −18−1.7% | Reduced |
| Princeton Global Asset Management LLC | 1,060 | $111.0K | 0.03% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 1,091 | $115.0K | 0.00% | +1,091 | New |
| Leelyn Smith, LLC | 1,107 | $116.0K | 0.03% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,108 | $116.0K | 0.00% | +56+5.3% | Added |
| Investment Research & Advisory Group, Inc. | 1,110 | $116.0K | 0.07% | +560+101.8% | Added |
| Cornerstone Management, Inc. | 1,117 | $117.2K | 0.03% | −1,844−62.3% | Reduced |
| TCI Wealth Advisors, Inc. | 1,126 | $118.0K | 0.02% | −239−17.5% | Reduced |
| Atticus Wealth Management, LLC | 1,163 | $122.0K | 0.05% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,174 | $123.0K | 0.07% | +1,174 | New |
| AllSquare Wealth Management LLC | 1,182 | $124.0K | 0.07% | 00.0% | Unchanged |
| City State Bank | 1,214 | $127.0K | 0.08% | +1,214 | New |
| Key Financial Inc | 1,233 | $129.0K | 0.06% | +177+16.8% | Added |
| Baystate Wealth Management LLC | 1,246 | $131.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,250 | $131.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,257 | $132.0K | 0.08% | −116−8.4% | Reduced |
| Addison Advisors LLC | 1,274 | $134.0K | 0.08% | +140+12.3% | Added |
| Toth Financial Advisory Corp | 1,282 | $135.0K | 0.02% | +8+0.6% | Added |
| Achmea Investment Management B.V. | 1,301 | $136.0K | 0.01% | +374+40.3% | Added |
| Rather & Kittrell, Inc. | 1,297 | $136.0K | 0.12% | +1,297 | New |
| William Allan, LLC | 1,292 | $136.0K | 0.10% | +1,292 | New |
| Koshinski Asset Management, Inc. | 3,018 | $138.2K | 0.01% | +295+10.8% | Added |
| Vestor Capital, LLC | 1,353 | $142.0K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 1,360 | $143.0K | 0.02% | +212+18.5% | Added |
| Atlas Capital Advisors LLC | 1,370 | $143.7K | 0.02% | −128−8.5% | Reduced |
| Valley National Advisers Inc | 1,405 | $147.0K | 0.03% | +46+3.4% | Added |
| Atwood & Palmer Inc | 1,413 | $148.0K | 0.01% | +32+2.3% | Added |
| Evoke Wealth, LLC | 1,446 | $152.0K | 0.00% | +11+0.8% | Added |
| TCTC Holdings, LLC | 1,473 | $155.0K | 0.01% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 1,500 | $157.0K | 0.02% | +1,500 | New |
| Pinebridge Investments, L.P. | 1,500 | $157.0K | 0.00% | +1,500 | New |