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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 5,407 | $567.0K | 0.10% | −166−3.0% | Reduced |
| Premier Asset Management LLC | 5,428 | $569.0K | 0.10% | −1,720−24.1% | Reduced |
| First Quadrant L P | 5,424 | $569.0K | 0.06% | 00.0% | Unchanged |
| Bigelow Investment Advisors, LLC | 5,422 | $569.0K | 0.26% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,442 | $571.0K | 0.04% | +356+7.0% | Added |
| Financial Advocates Investment Management | 15,433 | $572.0K | 0.04% | +13,107+563.5% | Added |
| Edgewood Management LLC | 5,468 | $574.0K | 0.00% | −166−2.9% | Reduced |
| Diversified Portfolios, Inc. | 5,474 | $574.0K | 0.14% | +2,109+62.7% | Added |
| Sugarloaf Wealth Management, LLC | 5,477 | $575.0K | 0.14% | +25+0.5% | Added |
| Alethea Capital Management, LLC | 5,500 | $577.0K | 0.50% | −1,641−23.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 5,526 | $580.0K | 0.06% | −285−4.9% | Reduced |
| Kanawha Capital Management LLC | 5,541 | $581.0K | 0.05% | −3−0.1% | Reduced |
| Gateway Investment Advisers LLC | 5,555 | $583.0K | 0.01% | −762−12.1% | Reduced |
| Probity Advisors, Inc. | 5,578 | $585.0K | 0.12% | −170−3.0% | Reduced |
| Selective Wealth Management, Inc. | 5,590 | $586.0K | 0.24% | 00.0% | Unchanged |
| Transform Wealth, LLC | 5,615 | $589.0K | 0.06% | −630−10.1% | Reduced |
| Exchange Traded Concepts, LLC | 5,635 | $591.0K | 0.01% | −32,450−85.2% | Reduced |
| BCGM Wealth Management, LLC | 5,655 | $593.0K | 0.32% | +2,743+94.2% | Added |
| Boston Financial Mangement LLC | 5,660 | $594.0K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 5,663 | $594.0K | 0.15% | +122+2.2% | Added |
| Balentine LLC | 5,687 | $597.0K | 0.02% | +1,612+39.6% | Added |
| E&G Advisors, LP | 5,700 | $598.0K | 0.15% | −100−1.7% | Reduced |
| Atlantic Trust, LLC | 5,702 | $599.0K | 0.35% | 00.0% | Unchanged |
| Old Port Advisors | 5,800 | $600.0K | 0.20% | −7−0.1% | Reduced |
| Lake Street Financial LLC | 5,722 | $600.0K | 0.11% | +120+2.1% | Added |
| Hancock Whitney Corp | 5,726 | $601.0K | 0.02% | −185−3.1% | Reduced |
| Headinvest, LLC | 5,744 | $603.0K | 0.11% | −13−0.2% | Reduced |
| Moneta Group Investment Advisors LLC | 5,758 | $604.0K | 0.02% | +788+15.9% | Added |
| Hendershot Investments Inc. | 5,762 | $604.0K | 0.09% | +5,762 | New |
| Loveless Wealth Management LLC | 5,770 | $605.0K | 0.33% | +515+9.8% | Added |
| Gsa Capital Partners LLP | 5,798 | $608.0K | 0.08% | +5,798 | New |
| Community Bank, N.A. | 5,811 | $610.0K | 0.07% | 00.0% | Unchanged |
| Kings Point Capital Management | 5,823 | $611.0K | 0.05% | +258+4.6% | Added |
| Enterprise Financial Services Corp | 5,831 | $612.0K | 0.09% | +5+0.1% | Added |
| Bard Financial Services, Inc. | 5,860 | $615.0K | 0.05% | +325+5.9% | Added |
| XML Financial, LLC | 5,869 | $616.0K | 0.07% | +246+4.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,873 | $616.0K | 0.18% | +540+10.1% | Added |
| Rainsberger Wealth Advisors, Inc. | 5,874 | $616.0K | 0.36% | +5,874 | New |
| Sandy Spring Bank | 5,887 | $617.0K | 0.03% | +150+2.6% | Added |
| Verity Asset Management, Inc. | 5,882 | $617.0K | 0.36% | +276+4.9% | Added |
| PSI Advisors, LLC | 5,892 | $618.0K | 0.25% | +58+1.0% | Added |
| International Assets Investment Management, LLC | 5,950 | $619.0K | 0.11% | −36−0.6% | Reduced |
| First Command Bank | 6,351 | $620.0K | 0.11% | 00.0% | Unchanged |
| Schrum Private Wealth Management LLC | 5,926 | $620.0K | 0.56% | +5,926 | New |
| Summit Financial, LLC | 5,918 | $620.8K | 0.05% | +66+1.1% | Added |
| Corsicana & Co. | 5,921 | $621.0K | 0.38% | +65+1.1% | Added |
| Kepos Capital LP | 5,917 | $621.0K | 0.05% | +4,720+394.3% | Added |
| First Financial Bank - Trust Division | 5,939 | $623.0K | 0.06% | −22−0.4% | Reduced |
| V Wealth Advisors LLC | 5,948 | $624.0K | 0.09% | −46−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,960 | $625.0K | 0.05% | −482−7.5% | Reduced |
| Elmwood Wealth Management, Inc. | 5,958 | $625.0K | 0.30% | +5,958 | New |
| SPC Financial, Inc. | 5,971 | $626.0K | 0.07% | −200−3.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $629.0K | 0.19% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 6,057 | $631.0K | 0.12% | +7+0.1% | Added |
| Cornerstone Wealth Management, LLC | 5,992 | $631.0K | 0.06% | +489+8.9% | Added |
| LBMC Investment Advisors, LLC | 6,059 | $636.0K | 0.05% | +20.0% | Added |
| Princeton Capital Management LLC | 6,086 | $638.0K | 0.18% | +246+4.2% | Added |
| Cambridge Trust Co | 6,075 | $638.0K | 0.02% | +1,756+40.7% | Added |
| Future Financial Wealth Managment LLC | 6,170 | $639.0K | 0.51% | +73+1.2% | Added |
| CSS LLC | 6,090 | $639.0K | 0.03% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 6,091 | $639.0K | 0.92% | +6,091 | New |
| Aspen Investment Management Inc | 6,120 | $642.0K | 0.32% | −108−1.7% | Reduced |
| Eqis Capital Management, Inc. | 6,145 | $645.0K | 0.05% | −1,234−16.7% | Reduced |
| Compass Financial Advisors LLC | 6,145 | $645.0K | 0.71% | +6,145 | New |
| Detalus Advisors, LLC | 6,176 | $648.0K | 0.31% | +152+2.5% | Added |
| Mather Group, LLC. | 6,183 | $649.0K | 0.01% | +1,011+19.5% | Added |
| Equitable Holdings, Inc. | 6,220 | $652.0K | 0.01% | −206−3.2% | Reduced |
| Wellington Shields & Co., LLC | 6,228 | $653.0K | 0.13% | +5+0.1% | Added |
| Goepper Burkhardt LLC | 6,221 | $653.0K | 0.39% | +206+3.4% | Added |
| Monetary Management Group Inc | 6,233 | $654.0K | 0.16% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 6,231 | $654.0K | 0.02% | +588+10.4% | Added |
| Burney Co | 6,237 | $654.0K | 0.03% | +2,719+77.3% | Added |
| Essex Savings Bank | 6,255 | $657.0K | 0.22% | 00.0% | Unchanged |
| Capital Advisors Inc | 6,268 | $657.0K | 0.02% | +280+4.7% | Added |
| Intercontinental Wealth Advisors, LLC | 6,276 | $658.0K | 0.14% | +1,425+29.4% | Added |
| Archer Investment Corp | 6,285 | $659.3K | 0.22% | +143+2.3% | Added |
| ERTS Wealth Advisors, LLC | 6,298 | $660.0K | 0.16% | +33+0.5% | Added |
| Wendell David Associates Inc | 6,295 | $660.0K | 0.07% | +1,598+34.0% | Added |
| Powers Advisory Group, LLC | 6,302 | $661.0K | 0.47% | +6,302 | New |
| RFG Advisory, LLC | 6,324 | $663.0K | 0.05% | −827−11.6% | Reduced |
| Mitchell Sinkler & Starr | 6,325 | $663.0K | 0.20% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6,326 | $664.0K | 0.25% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,377 | $668.0K | 0.06% | −97−1.5% | Reduced |
| Costello Asset Management, INC | 6,396 | $671.0K | 0.41% | +1,635+34.3% | Added |
| EPG Wealth Management LLC | 6,419 | $673.0K | 0.24% | +71+1.1% | Added |
| Kovack Advisors, Inc. | 6,453 | $677.0K | 0.07% | −30−0.5% | Reduced |
| Sandbox Financial Partners, LLC | 6,453 | $677.0K | 0.42% | +142+2.3% | Added |
| Sunbelt Securities, Inc. | 6,491 | $678.0K | 0.11% | +193+3.1% | Added |
| Great Valley Advisor Group, Inc. | 6,557 | $678.0K | 0.04% | +1,433+28.0% | Added |
| Philadelphia Trust Co | 6,473 | $679.0K | 0.05% | +60+0.9% | Added |
| Newbridge Financial Services Group, Inc. | 6,500 | $682.0K | 0.32% | +577+9.7% | Added |
| Traphagen Investment Advisors LLC | 4,767 | $682.6K | 0.11% | +1,988+71.5% | Added |
| Family Management Corp | 6,508 | $683.0K | 0.18% | +58+0.9% | Added |
| OmniStar Financial Group, Inc. | 6,515 | $683.0K | 0.70% | +973+17.6% | Added |
| Patten Group, Inc. | 6,517 | $684.0K | 0.18% | −329−4.8% | Reduced |
| Diversified Trust Co | 6,555 | $688.0K | 0.02% | −975−12.9% | Reduced |
| Hengehold Capital Management LLC | 6,560 | $688.0K | 0.08% | −224−3.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,597 | $692.0K | 0.00% | −6,106−48.1% | Reduced |
| Endurance Wealth Management, Inc. | 6,603 | $693.0K | 0.07% | −200−2.9% | Reduced |
| Keystone Financial Group | 6,602 | $693.0K | 0.11% | −77−1.2% | Reduced |