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 |
|---|---|---|---|---|---|
| Longfellow Investment Management Co LLC | 6,607 | $694.0K | 0.11% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 6,625 | $695.0K | 0.10% | +274+4.3% | Added |
| Clarius Group, LLC | 6,699 | $703.0K | 0.06% | +206+3.2% | Added |
| Metis Global Partners, LLC | 6,707 | $704.0K | 0.20% | +6,707 | New |
| Advisors Capital Management, LLC | 6,744 | $707.0K | 0.02% | +902+15.4% | Added |
| Adalta Capital Management LLC | 6,756 | $709.0K | 0.33% | +5,500+437.9% | Added |
| Adams Chetwood Wealth Management LLC | 6,766 | $710.0K | 0.48% | −703−9.4% | Reduced |
| Buckley Wealth Management, LLC | 6,777 | $711.0K | 0.21% | −834−11.0% | Reduced |
| Lafayette Investments, Inc. | 6,795 | $713.0K | 0.18% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 6,849 | $718.0K | 0.39% | +6,849 | New |
| Kavar Capital Partners Group, LLC | 6,853 | $719.0K | 0.15% | −406−5.6% | Reduced |
| Hamel Associates, Inc. | 6,885 | $722.0K | 0.26% | 00.0% | Unchanged |
| Gradient Investments LLC | 6,884 | $722.0K | 0.02% | +478+7.5% | Added |
| MBA Advisors LLC | 6,894 | $723.0K | 0.45% | −215−3.0% | Reduced |
| Stockman Wealth Management, Inc. | 6,899 | $724.0K | 0.15% | +179+2.7% | Added |
| Northwest Bancshares, Inc. | 6,925 | $726.0K | 0.14% | −150−2.1% | Reduced |
| EP Wealth Advisors, LLC | 6,925 | $726.0K | 0.02% | +914+15.2% | Added |
| WealthPLAN Partners, LLC | 6,925 | $728.0K | 0.05% | −223−3.1% | Reduced |
| Allworth Financial LP | 6,946 | $729.0K | 0.01% | −179−2.5% | Reduced |
| Glen Eagle Advisors, LLC | 6,952 | $729.3K | 0.19% | +118+1.7% | Added |
| StoneX Group Inc. | 6,968 | $730.9K | 0.08% | −177−2.5% | Reduced |
| Garner Asset Management Corp | 6,967 | $731.0K | 0.31% | −30.0% | Reduced |
| MEMBERS Trust Co | 6,984 | $732.0K | 0.02% | +100+1.5% | Added |
| Eudaimonia Advisors LLC | 6,979 | $732.0K | 0.43% | +6,979 | New |
| Stonnington Group, LLC | 7,100 | $733.0K | 0.16% | +900+14.5% | Added |
| Hills Bank & Trust Co | 7,020 | $736.0K | 0.10% | −5−0.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,025 | $736.0K | 0.36% | +7,025 | New |
| Chicago Trust Co NA | 7,041 | $738.0K | 0.15% | +225+3.3% | Added |
| Berkeley Capital Partners, LLC | 7,076 | $742.0K | 0.30% | +543+8.3% | Added |
| First Hawaiian Bank | 7,079 | $743.0K | 0.02% | +1,871+35.9% | Added |
| Bridgefront Capital, LLC | 7,118 | $747.0K | 0.72% | +7,118 | New |
| Cross Staff Investments Inc | 7,123 | $747.0K | 0.67% | +7,123 | New |
| Summit X, LLC | 7,186 | $751.0K | 0.17% | −190−2.6% | Reduced |
| HBK Sorce Advisory LLC | 7,160 | $751.0K | 0.04% | +147+2.1% | Added |
| Sentry Investment Management LLC | 7,166 | $752.0K | 0.20% | +160+2.3% | Added |
| Aldebaran Financial Inc. | 7,181 | $753.0K | 0.59% | +86+1.2% | Added |
| Bessemer Group Inc | 7,232 | $758.0K | 0.00% | +873+13.7% | Added |
| Western Wealth Management, LLC | 7,230 | $759.0K | 0.07% | +7,230 | New |
| BTR Capital Management Inc | 7,276 | $763.0K | 0.09% | −1,045−12.6% | Reduced |
| Fiduciary Group LLC | 7,299 | $766.0K | 0.09% | 00.0% | Unchanged |
| First Financial Corp | 7,304 | $766.0K | 0.47% | −189−2.5% | Reduced |
| Parsons Capital Management Inc | 7,300 | $766.0K | 0.05% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 7,332 | $769.0K | 0.14% | +300+4.3% | Added |
| Allstate Corp | 7,328 | $769.0K | 0.01% | +562+8.3% | Added |
| Waters Parkerson & Co., LLC | 7,361 | $772.0K | 0.04% | +83+1.1% | Added |
| Whalerock Point Partners, LLC | 7,386 | $774.8K | 0.27% | +100+1.4% | Added |
| Logan Capital Management Inc | 7,412 | $778.0K | 0.03% | +77+1.0% | Added |
| Fort Pitt Capital Group, LLC | 7,419 | $778.0K | 0.03% | +7,419 | New |
| Fisher Asset Management, LLC | 7,441 | $781.0K | 0.00% | −496−6.2% | Reduced |
| Perigon Wealth Management, LLC | 7,459 | $782.0K | 0.06% | +1,744+30.5% | Added |
| Horizon Financial Services, LLC | 7,474 | $784.0K | 0.48% | −499−6.3% | Reduced |
| DuPont Capital Management Corp | 7,505 | $787.0K | 0.03% | −56−0.7% | Reduced |
| Aigen Investment Management, LP | 7,642 | $787.0K | 0.05% | +7,642 | New |
| Sequoia Financial Advisors, LLC | 7,528 | $790.0K | 0.02% | +7,528 | New |
| Washington Capital Management Inc | 7,555 | $792.5K | 0.64% | −200−2.6% | Reduced |
| Investment Management of Virginia LLC | 7,617 | $799.0K | 0.13% | +190+2.6% | Added |
| Hudock, Inc. | 7,624 | $799.0K | 0.22% | +1,937+34.1% | Added |
| Corient Capital Partners, LLC | 7,634 | $801.0K | 0.05% | +292+4.0% | Added |
| Thrive Wealth Management, LLC | 7,632 | $801.0K | 0.27% | +7,632 | New |
| Holocene Advisors, LP | 7,675 | $805.0K | 0.00% | +7,675 | New |
| Camden Capital, LLC | 7,690 | $807.0K | 0.17% | −397−4.9% | Reduced |
| WBH Advisory Inc | 7,710 | $809.0K | 0.09% | +30.0% | Added |
| Compton Capital Management Inc | 7,716 | $809.0K | 0.21% | +100+1.3% | Added |
| Dearborn Partners LLC | 7,735 | $811.0K | 0.03% | −695−8.2% | Reduced |
| Optimum Investment Advisors | 7,744 | $812.0K | 0.32% | −410−5.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,741 | $812.0K | 0.06% | −67−0.9% | Reduced |
| Wulff, Hansen & Co. | 7,765 | $815.0K | 0.70% | +7,765 | New |
| Brandywine Oak Private Wealth LLC | 7,796 | $817.0K | 0.09% | −499−6.0% | Reduced |
| Investment Advisory Services Inc | 7,804 | $819.0K | 0.45% | +85+1.1% | Added |
| Balasa Dinverno & Foltz LLC | 7,823 | $821.0K | 0.05% | −14,553−65.0% | Reduced |
| Cordasco Financial Network | 7,852 | $824.0K | 0.51% | −77−1.0% | Reduced |
| Carret Asset Management, LLC | 7,887 | $827.0K | 0.09% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 7,888 | $827.0K | 0.04% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 7,914 | $830.0K | 0.68% | +7,914 | New |
| John G Ullman & Associates Inc | 7,919 | $831.0K | 0.11% | −400−4.8% | Reduced |
| Wambolt & Associates, LLC | 7,934 | $832.0K | 0.30% | −78−1.0% | Reduced |
| First Midwest Bank Trust Division | 7,936 | $833.0K | 0.11% | +835+11.8% | Added |
| Segment Wealth Management, LLC | 7,978 | $837.0K | 0.09% | +385+5.1% | Added |
| Concord Wealth Partners | 8,000 | $839.0K | 0.21% | +4,097+105.0% | Added |
| Agate Pass Investment Management, LLC | 7,996 | $839.0K | 0.52% | +7,996 | New |
| High Net Worth Advisory Group LLC | 8,003 | $840.0K | 0.29% | +8,003 | New |
| Transcend Wealth Collective, LLC | 8,028 | $842.0K | 0.07% | −52−0.6% | Reduced |
| Trust Co of Virginia | 8,037 | $843.0K | 0.08% | +434+5.7% | Added |
| Ashton Thomas Private Wealth, LLC | 8,045 | $843.9K | 0.08% | +284+3.7% | Added |
| Washington Trust Co | 8,062 | $846.0K | 0.03% | −3,870−32.4% | Reduced |
| Laidlaw Wealth Management LLC | 8,062 | $846.0K | 0.14% | +1,657+25.9% | Added |
| Henshaw Capital LLC | 8,082 | $847.8K | 0.05% | +75+0.9% | Added |
| Buckingham Strategic Partners | 8,148 | $854.0K | 0.18% | +8,148 | New |
| Old North State Wealth Management, LLC | 8,151 | $855.8K | 0.86% | +8,151 | New |
| Grimes & Company, Inc. | 8,159 | $856.0K | 0.04% | −193−2.3% | Reduced |
| Perpetual Investment Management Ltd | 8,200 | $860.0K | 0.10% | −1,400−14.6% | Reduced |
| Trustcore Financial Services, LLC | 8,220 | $862.0K | 0.10% | −435−5.0% | Reduced |
| Marcum Wealth, LLC | 8,231 | $863.0K | 0.12% | +80+1.0% | Added |
| Intrua Financial, LLC | 8,232 | $864.0K | 0.15% | +84+1.0% | Added |
| Venture Visionary Partners LLC | 8,241 | $864.0K | 0.06% | +30+0.4% | Added |
| Aptus Capital Advisors, LLC | 8,247 | $865.0K | 0.03% | +735+9.8% | Added |
| Thompson Siegel & Walmsley LLC | 8,277 | $868.0K | 0.01% | −38,250−82.2% | Reduced |
| Bowen Hanes & Co Inc | 8,279 | $868.0K | 0.02% | −800−8.8% | Reduced |
| McGowan Group Asset Management, Inc. | 8,285 | $869.0K | 0.15% | +30.0% | Added |
| Hodges Capital Management Inc. | 8,323 | $873.0K | 0.06% | −324−3.7% | Reduced |