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
Grant/GrossMendelsohn, LLC2,721$280.0K0.22%+19+0.7%Added
Knuff & Co LLC2,666$280.0K0.09%+2,666New
Cadinha & Co LLC2,674$281.0K0.04%−261−8.9%Reduced
Harvey Investment Co LLC2,675$281.0K0.03%00.0%Unchanged
NovaPoint Capital, LLC2,692$282.0K0.10%+357+15.3%Added
Capital City Trust Co2,692$282.0K0.08%+2,692New
Latitude Advisors, LLC2,702$283.0K0.08%+16+0.6%Added
Clearstead Advisors, LLC2,697$283.0K0.02%+523+24.1%Added
MQS Management LLC2,697$283.0K0.45%+2,697New
Sterling Manor Financial, LLC2,728$286.0K0.22%−1,635−37.5%Reduced
Mission Wealth Management, LP2,727$286.0K0.01%−1,251−31.4%Reduced
Towerpoint Wealth, LLC2,724$286.0K0.14%−146−5.1%Reduced
Wealthcare Advisory Partners LLC2,722$286.0K0.02%+380+16.2%Added
Biltmore Capital Advisors LLC2,738$287.0K0.05%−20−0.7%Reduced
Abbrea Capital, LLC2,735$287.0K0.04%00.0%Unchanged
SFMG, LLC2,732$287.0K0.03%+2,732New
Becker Capital Management Inc2,743$288.0K0.01%−231−7.8%Reduced
Federation des caisses Desjardins du Quebec2,753$288.8K0.00%−143−4.9%Reduced
Hunter Associates Investment Management LLC2,765$290.0K0.08%00.0%Unchanged
Citizens National Bank Trust Department2,772$291.0K0.11%+119+4.5%Added
Gryphon Financial Partners LLC2,783$292.0K0.06%−143−4.9%Reduced
Tyler-Stone Wealth Management2,785$292.0K0.15%+2,785New
Sterling Investment Counsel, LLC2,786$292.0K0.20%+2,786New
Continuum Advisory, LLC2,791$293.0K0.07%+371+15.3%Added
Mainstay Capital Management LLC2,799$293.0K0.09%+2,799New
Fortitude Advisory Group L.L.C.2,827$296.0K0.15%+2,827New
Magnolia Capital Advisors LLC2,831$297.0K0.09%−10.0%Reduced
Northstar Advisory Group, LLC2,846$299.0K0.18%+2,846New
Wedmont Private Capital2,872$299.0K0.09%+2,872New
Reynders McVeigh Capital Management, LLC2,861$300.0K0.02%−5−0.2%Reduced
West Paces Advisors Inc.2,882$302.3K0.09%−765−21.0%Reduced
Mosaic Family Wealth, LLC2,885$303.0K0.08%−162−5.3%Reduced
Birchcreek Wealth Management, LLC2,885$303.0K0.26%00.0%Unchanged
Fulcrum Equity Management2,892$303.0K0.11%+27+0.9%Added
DMG Group, LLC2,943$303.0K0.26%+2,943New
First International Bank & Trust2,898$304.0K0.11%+2,898New
Investors Asset Management of Georgia Inc2,909$305.0K0.15%−8−0.3%Reduced
Berkshire Bank2,903$305.0K0.07%+126+4.5%Added
Lloyd Advisory Services, LLC.2,927$307.0K0.14%+22+0.8%Added
Spinnaker Investment Group, LLC3,010$308.0K0.11%+3,010New
West Branch Capital LLC2,941$309.0K0.13%−166−5.3%Reduced
Regent Peak Wealth Advisors LLC2,958$310.0K0.08%+43+1.5%Added
Pathstone Family Office, LLC2,960$311.0K0.01%+2,960New
Ledyard National Bank2,974$312.0K0.03%+24+0.8%Added
Fagan Associates, Inc.2,980$313.0K0.06%00.0%Unchanged
Childress Capital Advisors, LLC3,003$315.0K0.13%−874−22.5%Reduced
Asset Advisors Investment Management, LLC3,026$317.0K0.03%00.0%Unchanged
Edgestream Partners, L.P.3,026$317.0K0.02%+3,026New
SC&H Financial Advisors, Inc.3,025$317.0K0.17%+3,025New
Peachtree Investment Partners, LLC3,028$318.0K0.13%−255−7.8%Reduced
David Loasby3,028$318.0K0.04%+2+0.1%Added
Brightworth3,049$320.0K0.03%+3,049New
LSP Investment Advisors, LLC3,060$321.0K0.14%00.0%Unchanged
Summit Asset Management, LLC3,074$322.0K0.09%+96+3.2%Added
BOK Financial Private Wealth, Inc.3,067$322.0K0.02%+300+10.8%Added
Ritholtz Wealth Management3,078$323.0K0.02%+753+32.4%Added
Parkside Financial Bank & Trust3,095$325.0K0.08%−361−10.4%Reduced
Letko, Brosseau & Associates Inc3,100$325.0K0.00%00.0%Unchanged
Burns J W & Co Inc3,099$325.0K0.05%00.0%Unchanged
Machina Capital S.A.S.3,100$325.0K0.78%+3,100New
Nomura Holdings Inc3,104$326.0K0.00%−184,041−98.3%Reduced
Verus Financial Partners, Inc.3,117$327.0K0.04%−140−4.3%Reduced
Cladis Investment Advisory, LLC3,124$327.7K0.26%+3,124New
Johnson Financial Group, Inc.3,128$328.0K0.02%−126−3.9%Reduced
Meridian Investment Counsel Inc.3,145$330.0K0.11%00.0%Unchanged
YHB Investment Advisors, Inc.3,152$331.0K0.03%−218−6.5%Reduced
Newman Dignan & Sheerar, Inc.3,155$331.0K0.10%00.0%Unchanged
44 Wealth Management LLC3,167$332.0K0.12%00.0%Unchanged
Pitcairn Co3,173$333.0K0.02%−261−7.6%Reduced
ForthRight Wealth Management, LLC3,176$333.0K0.18%+3,176New
Community Trust & Investment Co3,198$335.0K0.03%−211−6.2%Reduced
Rosenberg Matthew Hamilton3,202$336.0K0.12%−89−2.7%Reduced
Michael B. Yongue3,203$336.0K0.22%−11−0.3%Reduced
Bridges Investment Management Inc3,195$336.0K0.01%00.0%Unchanged
Bank of Nova Scotia Trust Co3,203$336.0K0.03%+3+0.1%Added
Beaton Management Co. Inc.3,202$336.0K0.20%00.0%Unchanged
Kraematon Investment Advisors, Inc3,228$339.0K0.30%+3,228New
Blueshift Asset Management, LLC3,237$340.0K0.03%−19,976−86.1%Reduced
Hotaling Investment Management, LLC3,244$340.0K0.12%−209−6.1%Reduced
Putnam Investments LLC3,251$341.0K0.00%−26−0.8%Reduced
Winfield Associates, Inc.3,248$341.0K0.11%00.0%Unchanged
Mount Yale Investment Advisors, LLC3,246$341.0K0.04%+272+9.1%Added
Sittner & Nelson, LLC3,263$342.0K0.20%+247+8.2%Added
Sutton Wealth Advisors Inc.3,261$342.1K0.11%+474+17.0%Added
Rockland Trust Co3,279$344.0K0.02%−59−1.8%Reduced
Apriem Advisors3,283$344.0K0.05%+63+2.0%Added
Allegheny Financial Group LTD3,281$344.0K0.14%+820+33.3%Added
Pinnacle Wealth Management Advisory Group, LLC3,284$344.0K0.06%+3,284New
Journey Strategic Wealth LLC3,280$344.0K0.04%+3,280New
McDonough Capital Management, Inc3,276$344.0K0.28%+3,276New
CoreCap Advisors, LLC3,286$345.0K0.02%+3,286New
Equitable Trust Co3,301$346.0K0.02%−233−6.6%Reduced
Am Investment Strategies LLC3,296$346.0K0.08%+47+1.4%Added
Evergreen Capital Management LLC3,312$347.0K0.01%−3−0.1%Reduced
MJP Associates Inc3,353$347.0K0.10%+154+4.8%Added
Boston Common Asset Management, LLC3,322$348.0K0.01%+765+29.9%Added
Mayfair Advisory Group, LLC3,378$350.0K0.46%00.0%Unchanged
Weatherly Asset Management L. P.3,338$350.0K0.04%+2+0.1%Added
St. Louis Trust Co3,333$350.0K0.07%00.0%Unchanged
Rossmore Private Capital3,335$350.0K0.05%+116+3.6%Added