Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesDUKBDUKUDUK.PA

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.

Institutional holdersQ4 2021: 1,781 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ4 2021: $50.4B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q3 2021.

Institutions holding DUK in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
C M Bidwell & Associates Ltd1,505$158.0K0.10%−99−6.2%Reduced
Richwood Investment Advisors, LLC1,515$159.0K0.14%+1,515New
Center for Financial Planning, Inc.1,521$160.0K0.03%−260−14.6%Reduced
Tradition Wealth Management, LLC1,528$160.0K0.02%+7+0.5%Added
SRS Capital Advisors, Inc.1,521$160.0K0.02%+25+1.7%Added
NuWave Investment Management, LLC1,543$162.0K0.18%−2,782−64.3%Reduced
Farmers & Merchants Trust Co of Chambersburg PA1,546$162.0K0.11%+1,035+202.5%Added
Blueprint Investment Partners LLC1,547$162.3K0.04%+262+20.4%Added
Byrne Asset Management LLC1,555$163.0K0.11%+1,555New
Arrow Financial Corp1,574$166.0K0.02%−2,339−59.8%Reduced
Plante Moran Financial Advisors, LLC1,586$166.0K0.03%+388+32.4%Added
Glassman Wealth Services1,612$169.0K0.03%+108+7.2%Added
Lindbrook Capital, LLC1,663$174.0K0.03%+779+88.1%Added
HHM Wealth Advisors, LLC1,680$176.0K0.04%−33−1.9%Reduced
Beaird Harris Wealth Management, LLC1,718$180.0K0.07%+1,718New
Adirondack Trust Co1,737$182.0K0.09%+50+3.0%Added
AlphaMark Advisors, LLC1,758$184.0K0.06%00.0%Unchanged
PDS Planning, Inc1,787$188.0K0.04%−136−7.1%Reduced
Ahrens Investment Partners LLC1,791$188.0K0.08%+1,791New
Sargent Bickham Lagudis LLC1,804$189.0K0.01%00.0%Unchanged
Vigilant Capital Management, LLC1,801$189.0K0.01%+1,469+442.5%Added
Mondrian Investment Partners LTD1,831$192.0K0.00%00.0%Unchanged
M&R Capital Management Inc1,847$193.0K0.04%00.0%Unchanged
Pinnacle Bancorp, Inc.1,865$196.0K0.07%00.0%Unchanged
Dividend Assets Capital, LLC1,877$197.0K0.04%−100−5.1%Reduced
Stephens Consulting, LLC1,887$197.9K0.17%+1,887New
Silvant Capital Management LLC1,886$198.0K0.03%00.0%Unchanged
Smithfield Trust Co1,873$198.0K0.01%00.0%Unchanged
Center For Asset Management LLC1,907$200.0K0.15%+1,907New
Goelzer Investment Management, Inc.1,914$201.0K0.02%+1,914New
WealthTrust Asset Management, LLC1,921$201.0K0.13%+1,921New
Middleton & Co Inc1,930$202.0K0.02%+1,930New
First Farmers & Merchants Bank / Trust1,922$202.0K0.20%+1,922New
Oxford Financial Group Ltd1,933$203.0K0.02%+1,933New
Colton Groome Financial Advisors, LLC1,939$203.0K0.08%+1,939New
Barrett Asset Management, LLC1,941$204.0K0.01%−27−1.4%Reduced
Meridian Financial, LLC1,953$204.9K0.19%+1,953New
Capital Financial Planning, LLC1,955$205.0K0.07%+1,955New
McLean Asset Management Corp1,986$206.0K0.08%00.0%Unchanged
South Street Advisors LLC1,966$206.0K0.04%+1,966New
Lockerman Financial Group, Inc.1,960$206.0K0.54%+1,960New
Liberty Wealth Management LLC–$207.0K0.08%––
M&G Investment Management Ltd1,971$207.0K0.00%−293−12.9%Reduced
WMS Partners, LLC1,970$207.0K0.04%+1,970New
Asahi Life Asset Management Co., Ltd.1,980$208.0K0.03%−2,020−50.5%Reduced
Reilly Financial Advisors, LLC1,978$208.0K0.02%+684+52.9%Added
Eagle Harbor Asset Management Inc1,988$208.5K0.27%+1,988New
Absher Wealth Management, LLC1,992$209.0K0.04%−834−29.5%Reduced
Pacitti Group Inc.1,988$209.0K0.14%−100−4.8%Reduced
Kidder Stephen W1,991$209.0K0.06%+1,991New
Guerra Pan Advisors, LLC1,993$209.0K0.21%+1,993New
Vantage Financial Partners, LLC1,992$209.0K0.08%+1,992New
Capital Asset Advisory Services LLC2,006$210.0K0.02%−76−3.7%Reduced
Hussman Strategic Advisors, Inc.2,000$210.0K0.05%00.0%Unchanged
First United Bank Trust2,006$210.0K0.08%+2,006New
LS Investment Advisors, LLC2,000$210.0K0.03%+2,000New
Horan Capital Advisors, LLC.2,005$210.0K0.08%+2,005New
Auxano Advisors, LLC2,000$210.0K0.09%+2,000New
Spinnaker Trust2,019$211.0K0.01%+2,019New
Northern Capital Management, Inc.2,009$211.0K0.17%+2,009New
Pring Turner Capital Group Inc2,018$212.0K0.19%+2,018New
Xcel Wealth Management, LLC2,017$212.0K0.05%+2,017New
Axiom Financial Strategies, LLC2,023$212.0K0.10%+2,023New
Ritter Daniher Financial Advisory, LLC2,034$213.0K0.14%+2+0.1%Added
CX Institutional2,028$213.0K0.02%+157+8.4%Added
6 Meridian2,041$214.0K0.02%−63−3.0%Reduced
Dowling & Yahnke LLC2,047$215.0K0.01%−100−4.7%Reduced
Liberty Capital Management, Inc.2,050$215.0K0.06%00.0%Unchanged
Jacobs Levy Equity Management, Inc2,046$215.0K0.00%+2,046New
TrueWealth Advisors, LLC2,049$215.0K0.10%+2,049New
Lokken Investment Group LLC2,063$216.0K0.15%+2+0.1%Added
Signet Financial Management, LLC2,064$217.0K0.03%+2,064New
TRUE Private Wealth Advisors2,071$217.0K0.03%+2,071New
FORA Capital, LLC2,071$217.0K0.08%+2,071New
Woodley Farra Manion Portfolio Management Inc2,092$219.0K0.02%−391−15.7%Reduced
Column Capital Advisors, LLC2,100$220.0K0.04%+13+0.6%Added
McMillion Capital Management Inc2,108$221.0K0.12%+16+0.8%Added
Carroll Investors, Inc2,138$221.0K0.13%+2,138New
Oarsman Capital, Inc.2,116$222.0K0.09%−225−9.6%Reduced
MV Capital Management, Inc.2,117$222.0K0.03%+28+1.3%Added
U.S. Capital Wealth Advisors, LLC2,120$222.0K0.01%+2,120New
Blue Barn Wealth, LLC2,119$222.0K0.15%+2,119New
Cedrus LLC2,135$224.0K0.22%+2,135New
Flputnam Investment Management Co2,131$224.0K0.01%−1,046−32.9%Reduced
Arkfeld Wealth Strategies, L.L.C.2,163$225.0K0.14%+5+0.2%Added
Provident Wealth Management, LLC2,157$226.0K0.15%−50−2.3%Reduced
Griffin Asset Management, Inc.2,151$226.0K0.03%+2,151New
Annex Advisory Services, LLC2,166$227.0K0.02%+83+4.0%Added
Institutional & Family Asset Management, LLC2,169$228.0K0.04%00.0%Unchanged
West Michigan Advisors, LLC2,178$228.0K0.17%+2,178New
Redmont Wealth Advisors LLC2,170$228.0K0.25%+2,170New
Chelsea Counsel Co2,194$230.0K0.10%−311−12.4%Reduced
Lumature Wealth Partners, LLC2,194$230.0K0.09%00.0%Unchanged
Valley Brook Capital Group2,199$230.0K0.20%00.0%Unchanged
HFR Wealth Management, LLC2,189$230.0K0.06%00.0%Unchanged
Private Capital Group, LLC2,200$231.0K0.05%−854−28.0%Reduced
Papp L Roy & Associates2,200$231.0K0.03%00.0%Unchanged
Cubic Asset Management, LLC2,200$231.0K0.05%00.0%Unchanged
Winthrop Advisory Group LLC2,219$233.0K0.05%−42−1.9%Reduced
Kistler-Tiffany Companies, LLC2,219$233.0K0.05%+6+0.3%Added