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 |
|---|---|---|---|---|---|
| ING Groep NV | 145,356 | $15.2M | 0.14% | +36,513+33.5% | Added |
| Colonial Trust Advisors | 144,281 | $15.1M | 1.69% | −1,266−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 143,973 | $15.1M | 0.20% | +1,823+1.3% | Added |
| Davenport & Co LLC | 141,970 | $14.9M | 0.10% | −8,229−5.5% | Reduced |
| AMP Capital Investors Ltd | 140,789 | $14.8M | 0.42% | −389,132−73.4% | Reduced |
| Yousif Capital Management, LLC | 140,676 | $14.8M | 0.15% | +140,676 | New |
| State of Alaska, Department of Revenue | 140,470 | $14.7M | 0.14% | −10,562−7.0% | Reduced |
| Utah Retirement Systems | 139,586 | $14.6M | 0.18% | +300+0.2% | Added |
| Beck Mack & Oliver LLC | 139,477 | $14.6M | 0.35% | −2,000−1.4% | Reduced |
| Hennessy Advisors Inc | 139,287 | $14.6M | 0.83% | −23,200−14.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 135,816 | $14.2M | 0.13% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 135,600 | $14.2M | 0.14% | −27,700−17.0% | Reduced |
| Allianz Asset Management GmbH | 135,404 | $14.2M | 0.01% | +41,634+44.4% | Added |
| British Columbia Investment Management Corp | 135,266 | $14.2M | 0.08% | −7,053−5.0% | Reduced |
| MUFG Securities EMEA plc | 131,100 | $13.8M | 0.29% | −126,000−49.0% | Reduced |
| MML Investors Services, LLC | 130,752 | $13.7M | 0.10% | +4,180+3.3% | Added |
| Paloma Partners Management Co | 130,042 | $13.6M | 0.43% | +115,783+812.0% | Added |
| Janney Capital Management LLC | 129,536 | $13.6M | 0.88% | −955−0.7% | Reduced |
| Westpac Banking Corp | 129,234 | $13.6M | 0.14% | −4,673−3.5% | Reduced |
| Woodmont Investment Counsel LLC | 129,102 | $13.5M | 1.73% | +4,388+3.5% | Added |
| Public Sector Pension Investment Board | 128,353 | $13.5M | 0.07% | −1,410−1.1% | Reduced |
| Twin Tree Management, LP | 128,295 | $13.5M | 0.33% | +105,515+463.2% | Added |
| Public Employees Retirement Association of Colorado | 128,242 | $13.5M | 0.05% | −1,224−0.9% | Reduced |
| Gulf International Bank (UK) Ltd | 127,527 | $13.4M | 0.19% | −26,408−17.2% | Reduced |
| Eagle Asset Management Inc | 125,419 | $13.1M | 0.06% | +18,310+17.1% | Added |
| National Bank of Canada | 125,332 | $13.1M | 0.06% | +125,332 | New |
| Sadoff Investment Management LLC | 125,041 | $13.1M | 0.77% | +2,224+1.8% | Added |
| Cetera Advisor Networks LLC | 124,619 | $13.1M | 0.16% | −1,295−1.0% | Reduced |
| Meyer Handelman Co | 123,537 | $13.0M | 0.48% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 123,430 | $12.9M | 0.96% | +160+0.1% | Added |
| Man Group plc | 123,248 | $12.9M | 0.04% | +1,738+1.4% | Added |
| Pinnacle Financial Partners Inc | 122,807 | $12.9M | 0.40% | +3,045+2.5% | Added |
| Guardian Capital Advisors LP | 123,408 | $12.8M | 1.23% | +551+0.4% | Added |
| Cullinan Associates Inc | 119,151 | $12.5M | 0.64% | +2,461+2.1% | Added |
| Jones Road Capital Management, L.P. | 116,550 | $12.2M | 7.00% | +65,000+126.1% | Added |
| Maryland Capital Management | 115,916 | $12.2M | 0.66% | +3,778+3.4% | Added |
| Mackay Shields LLC | 114,580 | $12.0M | 0.10% | −2,743−2.3% | Reduced |
| Gratus Capital LLC | 113,555 | $11.9M | 1.11% | +4,252+3.9% | Added |
| Jane Street Group, LLC | 112,875 | $11.8M | 0.02% | +84,194+293.6% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 112,396 | $11.8M | 0.71% | +2,249+2.0% | Added |
| AE Wealth Management LLC | 111,137 | $11.7M | 0.08% | +3,691+3.4% | Added |
| Blair William & Co | 110,547 | $11.6M | 0.04% | +1,358+1.2% | Added |
| Redpoint Investment Management Pty Ltd | 110,489 | $11.6M | 0.92% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 109,947 | $11.5M | 0.06% | −13,499−10.9% | Reduced |
| Brinker Capital Investments, LLC | 109,182 | $11.5M | 0.17% | +7,191+7.1% | Added |
| South Dakota Investment Council | 108,601 | $11.4M | 0.19% | 00.0% | Unchanged |
| Boyer & Corporon Wealth Management, LLC | 107,312 | $11.3M | 3.31% | +626+0.6% | Added |
| Virginia Retirement Systems Et Al | 107,300 | $11.3M | 0.10% | 00.0% | Unchanged |
| Texas Permanent School Fund | 106,097 | $11.1M | 0.14% | −12,754−10.7% | Reduced |
| Natixis | 104,841 | $11.0M | 0.04% | −35,309−25.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 104,765 | $11.0M | 0.02% | −15,314−12.8% | Reduced |
| Arbor Wealth Management, LLC | 104,253 | $10.9M | 2.40% | +1,290+1.3% | Added |
| HRT Financial LP | 102,095 | $10.7M | 0.06% | +102,095 | New |
| Cubist Systematic Strategies, LLC | 102,025 | $10.7M | 0.10% | +68,971+208.7% | Added |
| Mutual of America Capital Management LLC | 101,568 | $10.7M | 0.11% | +623+0.6% | Added |
| FineMark National Bank & Trust | 101,117 | $10.6M | 0.41% | +2,228+2.3% | Added |
| IFM Investors Pty Ltd | 100,381 | $10.5M | 0.19% | −2,285−2.2% | Reduced |
| ExodusPoint Capital Management, LP | 100,085 | $10.5M | 0.13% | +45,114+82.1% | Added |
| Northwestern Mutual Wealth Management Co | 98,811 | $10.4M | 0.02% | +5,885+6.3% | Added |
| Linscomb & Williams, Inc. | 94,610 | $9.93M | 0.47% | +1,548+1.7% | Added |
| Oppenheimer & Co Inc | 93,800 | $9.84M | 0.17% | −683−0.7% | Reduced |
| Kestra Advisory Services, LLC | 93,742 | $9.83M | 0.10% | −31,488−25.1% | Reduced |
| Farmers & Merchants Investments Inc | 93,677 | $9.83M | 0.37% | −899−1.0% | Reduced |
| AlphaStar Capital Management, LLC | 94,084 | $9.79M | 0.78% | +812+0.9% | Added |
| Private Advisor Group, LLC | 90,320 | $9.47M | 0.07% | −29,705−24.7% | Reduced |
| Metropolitan Life Insurance Co | 87,942 | $9.23M | 0.13% | −2,560−2.8% | Reduced |
| South State Corp. | 86,444 | $9.07M | 0.71% | −881−1.0% | Reduced |
| Securian Asset Management, Inc | 85,620 | $8.98M | 0.17% | −610−0.7% | Reduced |
| Jones Financial Companies LLLP | 84,542 | $8.87M | 0.01% | +1,146+1.4% | Added |
| Morgan Dempsey Capital Management LLC | 84,475 | $8.86M | 2.76% | −3,206−3.7% | Reduced |
| D.A. Davidson & Co. | 83,364 | $8.74M | 0.09% | −1,477−1.7% | Reduced |
| Coann Capital LLC | 82,848 | $8.69M | 4.74% | +82,848 | New |
| Welch & Forbes LLC | 82,561 | $8.66M | 0.13% | +300+0.4% | Added |
| Nissay Asset Management Corp | 82,451 | $8.65M | 0.07% | +2,556+3.2% | Added |
| ARS Wealth Advisors Group, LLC | 82,280 | $8.63M | 1.45% | +1,420+1.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 82,574 | $8.60M | 0.12% | +70,348+575.4% | Added |
| Mercer Global Advisors Inc | 81,938 | $8.60M | 0.05% | +3,154+4.0% | Added |
| Keybank National Association | 80,404 | $8.43M | 0.03% | −387−0.5% | Reduced |
| Energy Income Partners, LLC | 80,258 | $8.42M | 0.20% | +277+0.3% | Added |
| Tudor Investment Corp Et Al | 79,429 | $8.33M | 0.16% | −60,571−43.3% | Reduced |
| Patten & Patten Inc | 78,805 | $8.27M | 0.57% | +309+0.4% | Added |
| Hartford Investment Management Co | 78,217 | $8.21M | 0.19% | +6,361+8.9% | Added |
| Royal London Asset Management Ltd | 78,203 | $8.20M | 0.03% | +64,786+482.9% | Added |
| Cetera Investment Advisers | 76,612 | $8.04M | 0.12% | +7,139+10.3% | Added |
| MUFG Americas Holdings Corp | 74,531 | $7.82M | 0.15% | +574+0.8% | Added |
| Laurel Wealth Advisors LLC | 74,403 | $7.80M | 1.63% | +2,846+4.0% | Added |
| Smith, Salley & Associates | 73,708 | $7.73M | 0.55% | −490−0.7% | Reduced |
| Greystone Financial Group, LLC | 73,532 | $7.71M | 1.85% | +17,256+30.7% | Added |
| Clarity Financial LLC | 72,468 | $7.60M | 1.21% | +5,308+7.9% | Added |
| B. Riley Wealth Management, Inc. | 72,377 | $7.59M | 0.53% | +829+1.2% | Added |
| Tufton Capital Management | 72,291 | $7.58M | 1.16% | −142−0.2% | Reduced |
| First Citizens Bank & Trust Co | 71,931 | $7.55M | 0.30% | −2,276−3.1% | Reduced |
| Wesbanco Bank Inc | 70,626 | $7.41M | 0.27% | +1,741+2.5% | Added |
| First PREMIER Bank | 70,552 | $7.40M | 1.92% | −593−0.8% | Reduced |
| Stephens Inc | 70,028 | $7.35M | 0.11% | −19,284−21.6% | Reduced |
| Wealthfront Advisers LLC | 69,858 | $7.33M | 0.03% | +13,020+22.9% | Added |
| O'Shaughnessy Asset Management, LLC | 68,992 | $7.24M | 0.13% | −2,836−3.9% | Reduced |
| Strategic Advisors LLC | 68,144 | $7.15M | 1.02% | +42,923+170.2% | Added |
| Churchill Management Corp | 67,938 | $7.13M | 0.10% | −1,040−1.5% | Reduced |
| Summit Global Investments | 67,609 | $7.09M | 0.46% | +32,184+90.9% | Added |