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 |
|---|---|---|---|---|---|
| McRae Capital Management Inc | 3,343 | $351.0K | 0.07% | −372−10.0% | Reduced |
| StrategIQ Financial Group, LLC | 3,346 | $351.0K | 0.04% | +400+13.6% | Added |
| Westbourne Investment Advisors, Inc. | 3,345 | $351.0K | 0.14% | +3,345 | New |
| Strategic Wealth Designers | 3,356 | $352.0K | 0.09% | +135+4.2% | Added |
| Mark Stevens | 3,364 | $353.0K | 0.04% | −46−1.3% | Reduced |
| Market Street Wealth Management Advisors LLC | 3,384 | $355.0K | 0.12% | −2,424−41.7% | Reduced |
| Pittenger & Anderson Inc | 3,400 | $357.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,408 | $358.0K | 0.09% | −157−4.4% | Reduced |
| J.P. Marvel Investment Advisors, LLC | 3,410 | $358.0K | 0.07% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,403 | $359.0K | 0.13% | +9+0.3% | Added |
| Exane Derivatives | 3,433 | $360.1K | 0.09% | −686−16.7% | Reduced |
| Milestone Advisory Partners | 3,439 | $361.0K | 0.18% | −287−7.7% | Reduced |
| Field & Main Bank | 3,445 | $361.0K | 0.21% | +210+6.5% | Added |
| Telemus Capital, LLC | 3,478 | $365.0K | 0.03% | +10.0% | Added |
| SevenBridge Financial Group, LLC | 3,481 | $365.0K | 0.11% | +3,481 | New |
| CarsonAllaria Wealth Management, Ltd. | 3,486 | $366.0K | 0.32% | +3,486 | New |
| SG3 Management, LLC | 3,500 | $367.0K | 0.04% | −500−12.5% | Reduced |
| RNC Capital Management LLC | 3,539 | $371.0K | 0.02% | +773+27.9% | Added |
| United Asset Strategies, Inc. | 3,547 | $372.0K | 0.04% | +378+11.9% | Added |
| Acorn Financial Advisory Services Inc | 3,562 | $374.0K | 0.07% | −75−2.1% | Reduced |
| Claro Advisors LLC | 3,581 | $376.0K | 0.14% | −164−4.4% | Reduced |
| Hallmark Capital Management Inc | 3,582 | $376.0K | 0.03% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 3,601 | $378.0K | 0.01% | −362−9.1% | Reduced |
| IronBridge Private Wealth, LLC | 3,614 | $379.0K | 0.20% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,617 | $379.0K | 0.16% | +280+8.4% | Added |
| North Star Investment Management Corp. | 3,621 | $380.0K | 0.03% | −2,456−40.4% | Reduced |
| Truvestments Capital LLC | 3,625 | $380.0K | 0.19% | −397−9.9% | Reduced |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 3,626 | $380.0K | 0.07% | +177+5.1% | Added |
| Hoylecohen, LLC | 3,639 | $382.0K | 0.03% | +433+13.5% | Added |
| St Germain D J Co Inc | 3,656 | $384.0K | 0.02% | −329−8.3% | Reduced |
| Redhawk Wealth Advisors, Inc. | 3,678 | $386.0K | 0.10% | −721−16.4% | Reduced |
| Wimmer Associates 1, LLC | 3,682 | $386.0K | 0.21% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 3,688 | $387.0K | 0.13% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,689 | $387.0K | 0.02% | +216+6.2% | Added |
| Foster Victor Wealth Advisors, LLC | 3,734 | $387.0K | 0.05% | +906+32.0% | Added |
| Davis R M Inc | 3,696 | $388.0K | 0.01% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,706 | $389.0K | 0.03% | −51−1.4% | Reduced |
| KC Investment Advisors, LLC | 3,720 | $390.0K | 0.26% | −270−6.8% | Reduced |
| King Wealth | 3,719 | $390.0K | 0.07% | +10.0% | Added |
| Osborne Partners Capital Management, LLC | 3,726 | $391.0K | 0.03% | −158−4.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,729 | $391.0K | 0.13% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,746 | $393.0K | 0.05% | −67−1.8% | Reduced |
| River Wealth Advisors LLC | 3,749 | $393.0K | 0.06% | +198+5.6% | Added |
| Archford Capital Strategies, LLC | 3,748 | $393.0K | 0.09% | +1,180+46.0% | Added |
| Allen Capital Group, LLC | 3,767 | $395.0K | 0.06% | +131+3.6% | Added |
| CRA Financial Services, LLC | 3,772 | $396.0K | 0.12% | +10.0% | Added |
| Tilia Fiduciary Partners, Inc. | 3,796 | $398.0K | 0.32% | +3,796 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,808 | $399.0K | 0.18% | −25−0.7% | Reduced |
| BCS Wealth Management | 3,813 | $400.0K | 0.14% | +3,813 | New |
| Greatmark Investment Partners, Inc. | 3,826 | $401.0K | 0.07% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 3,853 | $404.0K | 0.04% | +170+4.6% | Added |
| NCM Capital Management, LLC | 3,860 | $405.0K | 0.36% | +3,860 | New |
| Pflug Koory, LLC | 3,873 | $406.0K | 0.20% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 3,873 | $406.0K | 0.23% | +117+3.1% | Added |
| Lowe Brockenbrough & Co Inc | 3,874 | $406.0K | 0.03% | +3,874 | New |
| Washington Trust Advisors, Inc. | 3,871 | $406.0K | 0.03% | +3,871 | New |
| Adell Harriman & Carpenter Inc | 3,875 | $406.5K | 0.04% | +553+16.6% | Added |
| First Citizens Financial Corp | 3,897 | $409.0K | 0.30% | −175−4.3% | Reduced |
| Legacy Financial Advisors, Inc. | 3,915 | $411.0K | 0.09% | +29+0.7% | Added |
| Domani Wealth, LLC | 3,917 | $411.0K | 0.08% | +1,194+43.8% | Added |
| Providence First Trust Co | 3,916 | $411.0K | 0.19% | +1,250+46.9% | Added |
| Accel Wealth Management | 3,923 | $412.0K | 0.20% | +217+5.9% | Added |
| AdvisorNet Financial, Inc | 3,939 | $413.0K | 0.03% | +3+0.1% | Added |
| Revolve Wealth Partners, LLC | 3,939 | $413.0K | 0.12% | +3,939 | New |
| Pasadena Private Wealth, LLC | 3,950 | $414.0K | 0.14% | −5−0.1% | Reduced |
| Charter Trust Co | 3,941 | $414.0K | 0.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,933 | $414.0K | 0.02% | +151+4.0% | Added |
| Intersect Capital LLC | 3,966 | $416.0K | 0.08% | +372+10.4% | Added |
| CFO4Life Group, LLC | 3,974 | $417.0K | 0.09% | −57−1.4% | Reduced |
| Financial Management Professionals, Inc. | 3,983 | $418.0K | 0.09% | +426+12.0% | Added |
| Flagship Harbor Advisors, LLC | 4,002 | $420.0K | 0.04% | −2,652−39.9% | Reduced |
| Octavia Wealth Advisors, LLC | 4,005 | $420.0K | 0.09% | +1,655+70.4% | Added |
| Bridgeworth, LLC | 4,012 | $421.0K | 0.09% | +412+11.4% | Added |
| Cooper Financial Group | 4,026 | $422.0K | 0.16% | +30+0.8% | Added |
| Garrett Wealth Advisory Group, LLC | 4,020 | $422.0K | 0.20% | +38+1.0% | Added |
| Foundations Investment Advisors, LLC | 4,098 | $425.0K | 0.02% | +1,177+40.3% | Added |
| Karpas Strategies, LLC | 4,068 | $427.0K | 0.14% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 4,090 | $429.0K | 0.03% | +145+3.7% | Added |
| Carl P. Sherr & Co., LLC | 4,098 | $430.0K | 0.26% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 4,121 | $432.0K | 0.10% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 4,120 | $432.0K | 0.01% | +177+4.5% | Added |
| White Lighthouse Investment Management Inc. | 4,160 | $436.0K | 0.11% | 00.0% | Unchanged |
| Baker Boyer National Bank | 4,153 | $436.0K | 0.20% | +4,153 | New |
| Westover Capital Advisors, LLC | 4,170 | $437.0K | 0.13% | −456−9.9% | Reduced |
| Marathon Capital Management | 4,179 | $438.0K | 0.10% | −191−4.4% | Reduced |
| Tatro Capital, LLC | 4,181 | $439.0K | 0.32% | −185−4.2% | Reduced |
| Harbor Investment Advisory, LLC | 4,189 | $439.0K | 0.06% | +6+0.1% | Added |
| MKT Advisors LLC | 4,302 | $439.0K | 0.34% | +4,302 | New |
| Quad-Cities Investment Group, LLC | 4,193 | $440.0K | 0.27% | +120+2.9% | Added |
| Calton & Associates, Inc. | 4,207 | $441.0K | 0.12% | −841−16.7% | Reduced |
| Edge Capital Group, LLC | 4,218 | $442.0K | 0.03% | +222+5.6% | Added |
| Wealthsource Partners, LLC | 4,227 | $443.0K | 0.04% | +58+1.4% | Added |
| Farmers Trust Co | 4,225 | $443.0K | 0.09% | +144+3.5% | Added |
| Pinnacle Wealth Management Group, Inc. | 4,238 | $445.0K | 0.33% | +458+12.1% | Added |
| O'Rourke & Company, Inc | 4,247 | $446.0K | 0.30% | +4,247 | New |
| Navellier & Associates Inc | 4,257 | $447.0K | 0.07% | −65−1.5% | Reduced |
| Means Investment Co., Inc. | 4,262 | $447.0K | 0.08% | +116+2.8% | Added |
| Johnson Financial Group, LLC | 4,269 | $448.0K | 0.07% | −659−13.4% | Reduced |
| Cypress Asset Management Inc | 4,270 | $448.0K | 0.11% | −80−1.8% | Reduced |
| Meristem Family Wealth, LLC | 4,277 | $449.0K | 0.04% | +13+0.3% | Added |