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Livermore
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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
Bank Julius Baer & Co. Ltd, Zurich2,218$233.0K0.00%+638+40.4%Added
Avidian Wealth Solutions, LLC2,217$233.0K0.01%+2,217New
Oak Thistle LLC2,223$233.0K0.18%+2,223New
Trust Co of Oklahoma2,225$233.4K0.08%+2,225New
Nwam LLC2,230$234.0K0.02%+2,230New
Sara-Bay Financial2,227$234.0K0.07%+2,227New
LCM Capital Management Inc2,226$234.0K0.18%+2,226New
Matrix Private Capital Group LLC2,238$235.0K0.11%−19−0.8%Reduced
Wealth Management Associates, Inc.2,252$236.2K0.13%00.0%Unchanged
CFM Wealth Partners LLC2,288$237.0K0.05%00.0%Unchanged
Moseley Investment Management Inc2,271$238.0K0.11%−146−6.0%Reduced
Keeler Thomas Management LLC2,286$239.0K0.10%−264−10.4%Reduced
Country Trust Bank2,280$239.0K0.01%−167−6.8%Reduced
Pinnacle Wealth Planning Services, Inc.2,277$239.0K0.05%+126+5.9%Added
Shufro Rose & Co LLC2,275$239.0K0.02%+175+8.3%Added
West Family Investments, Inc.2,285$240.0K0.07%−6,303−73.4%Reduced
Stone Run Capital, LLC2,304$241.0K0.08%−95−4.0%Reduced
Pinnacle Private Wealth, LLC2,295$241.0K0.08%+2,295New
Bridge Creek Capital Management LLC2,307$242.0K0.08%00.0%Unchanged
Farmers & Merchants Trust Co of Long Beach2,305$242.0K0.06%00.0%Unchanged
Stokes Capital Advisors, LLC2,311$242.0K0.07%+2,311New
Cobblestone Capital Advisors LLC2,319$243.0K0.02%−15−0.6%Reduced
180 Wealth Advisors, LLC2,366$244.0K0.05%−300−11.3%Reduced
Central Bank & Trust Co2,330$244.0K0.04%−56−2.3%Reduced
Charter Research & Investment Group, Inc.2,325$244.0K0.19%00.0%Unchanged
Cypress Wealth Services, LLC2,327$244.0K0.07%+95+4.3%Added
Joel Isaacson & Co., LLC2,342$246.0K0.02%00.0%Unchanged
Proficio Capital Partners LLC2,356$247.0K0.03%+17+0.7%Added
Fca Corp2,362$248.0K0.08%00.0%Unchanged
Shilanski & Associates, Inc.2,360$248.0K0.11%+7+0.3%Added
Boothbay Fund Management, LLC2,361$248.0K0.01%+2,361New
Bangor Savings Bank2,386$250.0K0.02%−61−2.5%Reduced
Essex Investment Management Co LLC2,384$250.0K0.03%00.0%Unchanged
Indiana Trust & Investment Management CO2,389$251.0K0.12%−175−6.8%Reduced
Pluribus Labs, LLC2,388$251.0K0.26%+2,388New
Klingman & Associates, LLC2,405$252.0K0.02%+36+1.5%Added
Sage Rhino Capital LLC2,413$253.0K0.07%+43+1.8%Added
Bath Savings Trust Co2,408$253.0K0.03%+65+2.8%Added
Hamilton Capital, LLC2,410$253.0K0.02%+2,410New
Wealth Alliance Advisory Group, LLC2,415$253.0K0.11%+2,415New
Royal Capital Wealth Management, LLC2,416$253.0K0.25%+2,416New
apricus wealth, LLC2,414$253.0K0.23%+2,414New
Kayne Anderson Rudnick Investment Management LLC2,420$254.0K0.00%+23+1.0%Added
Dakota Wealth Management2,420$254.0K0.03%+42+1.8%Added
S&CO Inc2,438$255.0K0.02%00.0%Unchanged
Southland Equity Partners LLC2,434$255.3K0.10%00.0%Unchanged
Oak Harvest Investment Services2,441$256.0K0.06%−190−7.2%Reduced
Bender Robert & Associates2,626$256.0K0.07%00.0%Unchanged
EverSource Wealth Advisors, LLC2,440$256.0K0.07%+2,440New
FRG Family Wealth Advisors LLC2,450$257.0K0.05%00.0%Unchanged
55I, LLC2,451$257.0K0.01%+2,451New
Investmark Advisory Group LLC2,454$257.0K0.24%+2,454New
Tradewinds Capital Management, LLC2,458$258.0K0.04%+5+0.2%Added
Platform Technology Partners2,458$258.0K0.11%+148+6.4%Added
Mairs & Power Inc2,467$259.0K0.00%−107−4.2%Reduced
LexAurum Advisors, LLC2,465$259.0K0.08%+307+14.2%Added
Hurlow Wealth Management Group, Inc.2,762$260.0K0.20%00.0%Unchanged
Gleason Group, Inc.2,481$260.0K0.08%+23+0.9%Added
Karn, Couzens & Associates, Inc.2,482$260.0K0.18%+166+7.2%Added
Beck Bode, LLC2,492$261.0K0.07%−10−0.4%Reduced
Tiedemann Advisors, LLC2,490$261.0K0.01%−10.0%Reduced
VeraBank, N.A.2,501$262.0K0.13%−55−2.2%Reduced
Shayne & Co., LLC2,500$262.0K0.14%00.0%Unchanged
Boltwood Capital Management2,500$262.0K0.10%00.0%Unchanged
Bickling Financial Services, Inc.2,498$262.0K0.13%+9+0.4%Added
Wealthquest Corp2,505$262.0K0.04%+2,505New
Buckingham Capital Management, Inc.2,503$263.0K0.04%00.0%Unchanged
Van Cleef Asset Management,Inc2,520$264.0K0.04%−125−4.7%Reduced
Cedar Brook Financial Partners, LLC2,514$264.0K0.07%+25+1.0%Added
Stokes Family Office, LLC2,526$265.0K0.03%+47+1.9%Added
Nations Financial Group Inc,2,529$265.0K0.03%+342+15.6%Added
Venturi Wealth Management, LLC2,527$265.0K0.02%+2,527New
Baker Ellis Asset Management LLC2,531$266.0K0.05%00.0%Unchanged
Bank of the West2,541$267.0K0.03%−100−3.8%Reduced
Aveo Capital Partners, LLC2,544$267.0K0.05%+63+2.5%Added
Valmark Advisers, Inc.2,555$268.0K0.00%−1,219−32.3%Reduced
Eads & Heald Wealth Management2,553$268.0K0.12%+125+5.1%Added
ClearBridge Investments Ltd2,568$269.0K0.01%−186−6.8%Reduced
BancorpSouth Bank2,569$269.0K0.03%−100−3.7%Reduced
Cable Hill Partners, LLC2,573$270.0K0.06%00.0%Unchanged
Brighton Jones LLC2,575$270.0K0.01%+2,575New
Wealth Effects LLC2,570$270.0K0.11%+2,570New
tru Independence LLC2,587$271.0K0.07%−210−7.5%Reduced
Red Wave Investments LLC2,584$271.0K0.09%−54−2.0%Reduced
Adviser Investments LLC2,584$271.0K0.02%+103+4.2%Added
Old Second National Bank of Aurora2,893$272.0K0.08%−126−4.2%Reduced
Nicolet Bankshares Inc2,593$272.0K0.06%00.0%Unchanged
Beirne Wealth Consulting Services, LLC2,591$272.0K0.15%+106+4.3%Added
Advisor Resource Council2,593$272.0K0.02%+2,593New
CapWealth Advisors, LLC2,605$273.0K0.03%00.0%Unchanged
Mezzasalma Advisors, LLC2,607$273.0K0.15%+120+4.8%Added
Horan Securities, Inc.2,624$275.0K0.17%+2,624New
TFG Advisers LLC2,630$276.0K0.12%−437−14.2%Reduced
MainStreet Investment Advisors LLC2,642$277.0K0.02%−38−1.4%Reduced
Yorktown Management & Research Co Inc2,650$278.0K0.19%00.0%Unchanged
Sanders Morris Harris LLC2,650$278.0K0.05%00.0%Unchanged
JB Capital LLC2,657$278.7K0.03%+122+4.8%Added
Alaethes Wealth LLC2,662$279.0K0.18%−2,064−43.7%Reduced
Brown Advisory Securities, LLC2,675$279.0K0.12%−1,181−30.6%Reduced
Charter Oak Capital Management, LLC2,662$279.0K0.03%00.0%Unchanged