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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Boston Trust Walden Corp | 4,288 | $450.0K | 0.00% | +763+21.6% | Added |
| Reitz Capital Advisors LLC | 4,583 | $452.0K | 0.32% | +1,153+33.6% | Added |
| Warren Averett Asset Management, LLC | 4,552 | $454.0K | 0.04% | −747−14.1% | Reduced |
| Minot Wealth Management LLC | 4,327 | $454.0K | 0.09% | −263−5.7% | Reduced |
| Renasant Bank | 4,341 | $455.0K | 0.31% | +909+26.5% | Added |
| Prime Capital Investment Advisors, LLC | 4,338 | $455.0K | 0.02% | +4,338 | New |
| Bill Few Associates, Inc. | 4,337 | $455.0K | 0.24% | +4,337 | New |
| Blue Fin Capital, Inc. | 4,367 | $458.0K | 0.13% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,373 | $459.0K | 0.03% | +194+4.6% | Added |
| Treasure Coast Financial Planning | 4,374 | $459.0K | 0.35% | +4,374 | New |
| MBB Public Markets I LLC | 4,389 | $460.0K | 0.01% | +4,389 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,393 | $461.0K | 0.02% | −358−7.5% | Reduced |
| Alliance Wealth Advisors, LLC | 4,402 | $462.0K | 0.38% | −10−0.2% | Reduced |
| SignalPoint Asset Management, LLC | 4,419 | $463.0K | 0.14% | −289−6.1% | Reduced |
| Crewe Advisors LLC | 4,411 | $463.0K | 0.09% | +91+2.1% | Added |
| Roble, Belko & Company, Inc | 4,419 | $464.0K | 0.09% | +55+1.3% | Added |
| Lantz Financial LLC | 4,428 | $464.0K | 0.21% | +252+6.0% | Added |
| Gladstone Institutional Advisory LLC | 4,434 | $465.0K | 0.04% | +219+5.2% | Added |
| Arden Trust Co | 4,443 | $466.0K | 0.08% | −2,108−32.2% | Reduced |
| Los Angeles Capital Management LLC | 4,449 | $467.0K | 0.00% | −243−5.2% | Reduced |
| Silverlake Wealth Management LLC | 4,462 | $468.1K | 0.25% | +4,462 | New |
| Hummer Financial Advisory Services Inc | 4,475 | $469.0K | 0.40% | −721−13.9% | Reduced |
| Girard Partners Ltd. | 4,519 | $474.0K | 0.05% | −313−6.5% | Reduced |
| Flaharty Asset Management, LLC | 4,521 | $474.0K | 0.09% | −15−0.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,519 | $474.0K | 0.24% | +8+0.2% | Added |
| LVM Capital Management Ltd | 4,528 | $475.0K | 0.06% | −100−2.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,532 | $475.0K | 0.04% | −41−0.9% | Reduced |
| ACG Wealth | 4,527 | $475.0K | 0.07% | +845+22.9% | Added |
| KLCM Advisors, Inc. | 4,559 | $478.0K | 0.10% | −100−2.1% | Reduced |
| Holloway Wealth Management, LLC | – | $478.0K | 0.14% | – | – |
| Essex Private Wealth Management, LLC | 4,557 | $478.0K | 0.40% | +3+0.1% | Added |
| OneAscent Wealth Management LLC | 4,583 | $481.0K | 1.20% | +2,107+85.1% | Added |
| First Heartland Consultants, Inc. | 4,601 | $482.0K | 0.06% | +38+0.8% | Added |
| Gray Wealth Management Inc. | 4,623 | $485.0K | 0.24% | +550+13.5% | Added |
| Doliver Advisors, LP | 4,687 | $489.0K | 0.16% | −354−7.0% | Reduced |
| Lazard Asset Management LLC | 4,697 | $491.0K | 0.00% | −1,738−27.0% | Reduced |
| Americana Partners, LLC | 4,692 | $492.0K | 0.09% | +4,692 | New |
| Patriot Financial Group Insurance Agency, LLC | 4,723 | $495.0K | 0.08% | −116−2.4% | Reduced |
| Marietta Investment Partners LLC | 4,722 | $495.0K | 0.10% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4,718 | $495.0K | 0.24% | +348+8.0% | Added |
| Norris Perne & French LLP | 4,719 | $495.0K | 0.04% | +2,399+103.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,724 | $496.0K | 0.30% | +350+8.0% | Added |
| Tiemann Investment Advisors, LLC | 4,737 | $497.0K | 0.21% | −70−1.5% | Reduced |
| Destination Wealth Management | 4,739 | $497.0K | 0.02% | +941+24.8% | Added |
| NEXT Financial Group, Inc | 4,743 | $498.0K | 0.03% | −495−9.5% | Reduced |
| Guyasuta Investment Advisors Inc | 4,751 | $498.0K | 0.03% | +120+2.6% | Added |
| Darwin Advisors, LLC | 4,893 | $501.0K | 0.08% | −347−6.6% | Reduced |
| Arkadios Wealth Advisors | 4,774 | $501.0K | 0.07% | −394−7.6% | Reduced |
| Symmetry Partners, LLC | 4,781 | $502.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 4,784 | $502.0K | 0.03% | −20.0% | Reduced |
| NBT Bank N A | 4,810 | $504.0K | 0.06% | −100−2.0% | Reduced |
| Coastline Trust Co | 4,805 | $504.0K | 0.06% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 4,815 | $505.0K | 0.07% | −188−3.8% | Reduced |
| Wolff Financial Management LLC | 4,810 | $505.0K | 0.19% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 4,865 | $510.0K | 0.04% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 4,867 | $511.0K | 0.18% | −265−5.2% | Reduced |
| CWS Financial Advisors, LLC | 4,879 | $512.0K | 0.18% | +4,879 | New |
| Steigerwald, Gordon & Koch Inc. | 4,890 | $513.0K | 0.08% | −20−0.4% | Reduced |
| Financial Partners Group, Inc | 4,887 | $513.0K | 0.11% | +155+3.3% | Added |
| Iron Financial, LLC | 4,887 | $513.0K | 0.23% | +206+4.4% | Added |
| Pendal Group Limited | 4,953 | $520.0K | 0.00% | −1,908−27.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,960 | $521.0K | 0.02% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 4,978 | $522.0K | 0.30% | +4,978 | New |
| Firethorn Wealth Partners, LLC | 4,984 | $523.0K | 0.39% | +4,984 | New |
| Ropes Wealth Advisors LLC | 4,999 | $524.0K | 0.09% | −1,619−24.5% | Reduced |
| PFG Advisors | 5,014 | $526.0K | 0.05% | −1,917−27.7% | Reduced |
| Curi Capital | 5,026 | $527.0K | 0.09% | +11+0.2% | Added |
| Advisor OS, LLC | 5,027 | $528.0K | 0.11% | +589+13.3% | Added |
| Accurate Wealth Management, LLC | 5,088 | $532.0K | 0.44% | +13+0.3% | Added |
| Independent Financial Group, LLC | 5,078 | $532.7K | 0.04% | +2,090+69.9% | Added |
| TD Ameritrade Investment Management, LLC | 5,078 | $533.0K | 0.00% | −608−10.7% | Reduced |
| RB Capital Management, LLC | 5,079 | $533.0K | 0.17% | +31+0.6% | Added |
| Associated Banc-Corp | 5,103 | $535.0K | 0.02% | +232+4.8% | Added |
| Douglas Lane & Associates, LLC | 5,114 | $536.0K | 0.01% | −125−2.4% | Reduced |
| Cannon Financial Strategists, Inc. | 5,121 | $537.2K | 0.19% | +110+2.2% | Added |
| Wills Financial Group, Inc. | 5,130 | $538.0K | 0.21% | +20.0% | Added |
| Phocas Financial Corp. | 5,151 | $540.0K | 0.07% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,153 | $541.0K | 0.10% | −479−8.5% | Reduced |
| Deseret Mutual Benefit Administrators | 5,154 | $541.0K | 0.09% | +204+4.1% | Added |
| CMG Global Holdings, LLC | 5,183 | $544.0K | 0.35% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5,182 | $544.0K | 0.17% | +47+0.9% | Added |
| Gotham Asset Management, LLC | 5,189 | $544.0K | 0.02% | +1,886+57.1% | Added |
| Radnor Capital Management, LLC | 5,193 | $545.0K | 0.13% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 5,234 | $549.0K | 0.36% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,241 | $550.0K | 0.09% | +5+0.1% | Added |
| NorthRock Partners, LLC | 5,244 | $550.0K | 0.04% | +411+8.5% | Added |
| C2C Wealth Management, LLC | 5,243 | $550.0K | 0.08% | +5,243 | New |
| Engine No. 1 LLC | 5,263 | $552.0K | 0.11% | +1,109+26.7% | Added |
| Centaurus Financial, Inc. | 5,268 | $553.0K | 0.04% | +868+19.7% | Added |
| Ballentine Partners, LLC | 5,275 | $554.0K | 0.02% | −123−2.3% | Reduced |
| Garrett Investment Advisors LLC | 5,287 | $555.0K | 0.14% | +1,060+25.1% | Added |
| Ausdal Financial Partners, Inc. | 5,294 | $555.0K | 0.07% | +1,624+44.3% | Added |
| Wintrust Investments LLC | 5,298 | $556.0K | 0.05% | −270−4.8% | Reduced |
| Day & Ennis, LLC | 5,308 | $557.0K | 0.18% | −76−1.4% | Reduced |
| Paradigm Capital Management, LLC | 5,311 | $557.0K | 0.55% | +5,311 | New |
| Quadrant Capital Group LLC | 5,318 | $558.0K | 0.07% | −1,034−16.3% | Reduced |
| Bray Capital Advisors | 5,320 | $558.0K | 0.14% | +1,000+23.1% | Added |
| Alpha Cubed Investments, LLC | 5,355 | $562.0K | 0.04% | +790+17.3% | Added |
| Patriot Investment Management Inc. | 5,386 | $565.0K | 0.05% | −85−1.6% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,648 | $566.0K | 0.36% | +5,648 | New |