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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 538,232 | $56.5M | 0.07% | +16,478+3.2% | Added |
| Point72 Asset Management, L.P. | 535,727 | $56.2M | 0.25% | +535,727 | New |
| Cincinnati Insurance Co | 523,600 | $54.9M | 0.99% | 00.0% | Unchanged |
| Jennison Associates LLC | 518,286 | $54.4M | 0.03% | −470,719−47.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 509,713 | $53.5M | 0.10% | −106,400−17.3% | Reduced |
| Eaton Vance Management | 505,280 | $53.0M | 0.06% | +219,332+76.7% | Added |
| Janney Montgomery Scott LLC | 501,975 | $52.7M | 0.20% | +11,228+2.3% | Added |
| Commonwealth Equity Services, LLC | 488,814 | $51.3M | 0.12% | +19,784+4.2% | Added |
| Asset Management One Co.,Ltd. | 488,913 | $51.2M | 0.18% | −5,796−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 476,014 | $49.9M | 0.06% | +476,014 | New |
| Chevy Chase Trust Holdings, Inc. | 466,990 | $49.0M | 0.16% | −10,022−2.1% | Reduced |
| Fort Washington Investment Advisors Inc | 457,194 | $48.0M | 0.29% | +526+0.1% | Added |
| State of New Jersey Common Pension Fund D | 445,016 | $46.7M | 0.14% | −8,250−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 443,995 | $46.5M | 0.09% | +13,841+3.2% | Added |
| First Republic Investment Management, Inc. | 442,406 | $46.4M | 0.10% | +28,185+6.8% | Added |
| HighTower Advisors, LLC | 436,910 | $45.8M | 0.10% | +31,264+7.7% | Added |
| Natixis Advisors, L.P. | 436,198 | $45.8M | 0.17% | +36,588+9.2% | Added |
| Commerce Bank | 420,912 | $44.2M | 0.29% | +2,109+0.5% | Added |
| Loomis Sayles & Co L P | 400,904 | $42.1M | 0.05% | −38,620−8.8% | Reduced |
| US Bancorp | 392,575 | $41.2M | 0.06% | +17,561+4.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 377,444 | $39.1M | 0.16% | +53,038+16.3% | Added |
| Gabelli Funds LLC | 370,400 | $38.9M | 0.25% | +1,000+0.3% | Added |
| Magellan Asset Management Ltd | 357,177 | $37.5M | 0.10% | +30,714+9.4% | Added |
| Morningstar Investment Services LLC | 356,473 | $37.4M | 0.42% | +4,745+1.3% | Added |
| Neuberger Berman Group LLC | 369,655 | $37.0M | 0.03% | +88,426+31.4% | Added |
| Voloridge Investment Management, LLC | 350,517 | $36.8M | 0.20% | +171,181+95.5% | Added |
| Umb Bank N A | 333,639 | $35.0M | 0.44% | +28,575+9.4% | Added |
| Treasurer of the State of North Carolina | 327,107 | $34.3M | 0.18% | +2,170+0.7% | Added |
| Fifth Third Bancorp | 320,167 | $33.6M | 0.13% | −2,869−0.9% | Reduced |
| Vaughan David Investments LLC | 314,065 | $32.9M | 0.96% | +3,736+1.2% | Added |
| Cincinnati Financial Corp | 310,000 | $32.5M | 0.68% | 00.0% | Unchanged |
| Marshall Wace, LLP | 307,449 | $32.3M | 0.06% | +307,449 | New |
| Standard Life Aberdeen plc | 303,290 | $31.8M | 0.07% | −15,170−4.8% | Reduced |
| Kayne Anderson Capital Advisors LP | 288,750 | $30.3M | 0.92% | −825−0.3% | Reduced |
| Bruce & Co., Inc. | 286,200 | $30.0M | 6.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 284,589 | $29.9M | 0.20% | +9,584+3.5% | Added |
| Squarepoint Ops LLC | 283,568 | $29.7M | 0.14% | +46,457+19.6% | Added |
| Schroder Investment Management Group | 279,754 | $29.3M | 0.04% | −40,927−12.8% | Reduced |
| Mayflower Financial Advisors, LLC | 275,395 | $28.9M | 3.84% | +204+0.1% | Added |
| Penserra Capital Management LLC | 274,992 | $28.8M | 0.62% | +73,718+36.6% | Added |
| SEI Investments Co | 273,916 | $28.8M | 0.05% | −3,272−1.2% | Reduced |
| Bollard Group LLC | 264,842 | $27.8M | 0.89% | +1,295+0.5% | Added |
| STRS Ohio | 262,242 | $27.5M | 0.10% | −5,408−2.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 261,441 | $27.4M | 0.27% | +196,041+299.8% | Added |
| USS Investment Management Ltd | 258,259 | $27.1M | 0.21% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 254,880 | $26.7M | 0.09% | −9,317−3.5% | Reduced |
| Martingale Asset Management L P | 249,578 | $26.2M | 0.34% | −4,595−1.8% | Reduced |
| Edgar Lomax Co | 249,221 | $26.1M | 1.56% | −2,370−0.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 248,733 | $26.1M | 0.06% | +29,235+13.3% | Added |
| Deprince Race & Zollo Inc | 246,194 | $25.8M | 0.66% | +19,829+8.8% | Added |
| Panagora Asset Management Inc | 244,333 | $25.6M | 0.14% | −798,365−76.6% | Reduced |
| M&T Bank Corp | 243,584 | $25.6M | 0.11% | +2,743+1.1% | Added |
| Janus Henderson Group PLC | 243,211 | $25.5M | 0.01% | +27,442+12.7% | Added |
| State of Tennessee, Treasury Department | 242,564 | $25.4M | 0.09% | +81,597+50.7% | Added |
| Aviva PLC | 231,078 | $24.2M | 0.10% | −4,379−1.9% | Reduced |
| Susquehanna International Group, LLP | 227,093 | $23.8M | 0.04% | +62,044+37.6% | Added |
| Zimmer Partners, LP | 223,727 | $23.5M | 0.35% | +223,727 | New |
| Robeco Institutional Asset Management B.V. | 221,074 | $23.2M | 0.05% | −21,731−8.9% | Reduced |
| CIBC Private Wealth Group, LLC | 220,467 | $23.1M | 0.05% | +54,968+33.2% | Added |
| Synovus Financial Corp | 219,772 | $23.0M | 0.23% | +1,992+0.9% | Added |
| American International Group, Inc. | 218,983 | $23.0M | 0.11% | −2,190−1.0% | Reduced |
| Calamos Advisors LLC | 217,564 | $22.8M | 0.09% | +8,422+4.0% | Added |
| Creative Planning | 215,106 | $22.6M | 0.04% | −5,045−2.3% | Reduced |
| Payden & Rygel | 214,509 | $22.5M | 1.04% | −6,400−2.9% | Reduced |
| Sabal Trust CO | 213,402 | $22.4M | 1.42% | +6,163+3.0% | Added |
| Arizona State Retirement System | 210,707 | $22.1M | 0.17% | −3,799−1.8% | Reduced |
| Avalon Investment & Advisory | 209,450 | $22.0M | 0.54% | +31,944+18.0% | Added |
| Amalgamated Bank | 206,967 | $21.7M | 0.16% | −2,743−1.3% | Reduced |
| DekaBank Deutsche Girozentrale | 205,793 | $21.6M | 0.05% | −7,360−3.5% | Reduced |
| CIBC Asset Management Inc | 202,781 | $21.3M | 0.08% | +2,147+1.1% | Added |
| CIBC World Markets Corp | 201,419 | $21.1M | 0.11% | +158,049+364.4% | Added |
| Guggenheim Capital LLC | 200,039 | $21.0M | 0.11% | +14,943+8.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 197,527 | $20.7M | 0.09% | +12,499+6.8% | Added |
| Swiss Life Asset Management Ltd | 196,647 | $20.6M | 0.27% | +9,937+5.3% | Added |
| Crawford Investment Counsel Inc | 194,025 | $20.4M | 0.39% | +4,669+2.5% | Added |
| State of Michigan Retirement System | 193,670 | $20.3M | 0.11% | +500+0.3% | Added |
| Comerica Bank | 194,626 | $19.9M | 0.15% | −4,511−2.3% | Reduced |
| Liberty One Investment Management, LLC | 188,772 | $19.8M | 2.98% | +7,952+4.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 186,435 | $19.6M | 0.25% | 00.0% | Unchanged |
| Bokf, NA | 185,037 | $19.4M | 0.30% | +1,333+0.7% | Added |
| Van Eck Associates Corp | 184,311 | $19.3M | 0.04% | +6,255+3.5% | Added |
| Hyman Charles D | 181,932 | $19.1M | 1.21% | +4,240+2.4% | Added |
| Thomasville National Bank | 181,075 | $19.0M | 1.82% | +4,421+2.5% | Added |
| CWA Asset Management Group, LLC | 179,580 | $18.8M | 1.40% | +2,146+1.2% | Added |
| Vestcor Inc | 178,298 | $18.7M | 0.66% | −8,087−4.3% | Reduced |
| Willis Investment Counsel | 177,308 | $18.6M | 0.98% | +18,558+11.7% | Added |
| Lockheed Martin Investment Management Co | 173,320 | $18.2M | 0.97% | +87,300+101.5% | Added |
| MetLife Investment Management | 169,952 | $17.8M | 0.15% | −3,811−2.2% | Reduced |
| Nomura Asset Management Co Ltd | 168,488 | $17.7M | 0.09% | +6,668+4.1% | Added |
| Independent Advisor Alliance | 164,972 | $17.3M | 0.85% | +11,015+7.2% | Added |
| Carroll Financial Associates, Inc. | 166,856 | $17.2M | 0.92% | +9,356+5.9% | Added |
| Bank of Nova Scotia | 162,272 | $17.0M | 0.02% | +26,532+19.5% | Added |
| ProShare Advisors LLC | 161,633 | $17.0M | 0.03% | +28,554+21.5% | Added |
| Cornerstone Capital, Inc. | 159,317 | $16.7M | 1.78% | −4,065−2.5% | Reduced |
| Financial Counselors Inc | 157,620 | $16.5M | 0.34% | −380.0% | Reduced |
| Tocqueville Asset Management L.P. | 154,746 | $16.2M | 0.22% | 00.0% | Unchanged |
| Huntington National Bank | 154,694 | $16.2M | 0.15% | +903+0.6% | Added |
| Alberta Investment Management Corp | 152,072 | $16.0M | 0.10% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 150,537 | $15.8M | 0.41% | 00.0% | Unchanged |
| Canal Insurance CO | 150,166 | $15.8M | 4.65% | 00.0% | Unchanged |