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 |
|---|---|---|---|---|---|
| Anchor Investment Management, LLC | 67,055 | $7.03M | 0.87% | +281+0.4% | Added |
| United Capital Financial Advisers, LLC | 66,388 | $6.96M | 0.03% | −2,497−3.6% | Reduced |
| Cincinnati Casualty Co | 66,300 | $6.96M | 3.73% | 00.0% | Unchanged |
| United Fire Group Inc | 66,056 | $6.93M | 3.26% | 00.0% | Unchanged |
| Norinchukin Bank, The | 64,822 | $6.80M | 0.09% | −408−0.6% | Reduced |
| Colony Group LLC | 64,506 | $6.77M | 0.12% | −6,152−8.7% | Reduced |
| Biondo Investment Advisors, LLC | 63,667 | $6.74M | 1.12% | +3,143+5.2% | Added |
| Capital Investment Advisors, LLC | 64,133 | $6.73M | 0.21% | −389−0.6% | Reduced |
| Estabrook Capital Management | 63,820 | $6.69M | 0.95% | −1,854−2.8% | Reduced |
| Raymond James Trust N.A. | 63,662 | $6.68M | 0.20% | −155−0.2% | Reduced |
| GWM Advisors LLC | 63,510 | $6.66M | 0.10% | +9,782+18.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 63,403 | $6.65M | 0.14% | +2,797+4.6% | Added |
| Duality Advisers, LP | 63,104 | $6.62M | 0.72% | −2,753−4.2% | Reduced |
| Oregon Public Employees Retirement Fund | 62,418 | $6.55M | 0.07% | −944−1.5% | Reduced |
| Glenmede Trust Co NA | 62,178 | $6.52M | 0.03% | −1,860−2.9% | Reduced |
| BCM Advisors, LLC | 61,630 | $6.47M | 1.67% | −1,193−1.9% | Reduced |
| Central Trust Co | 61,621 | $6.46M | 0.18% | +43+0.1% | Added |
| First Fiduciary Investment Counsel, Inc. | 60,477 | $6.34M | 1.13% | +1,443+2.4% | Added |
| Camden National Bank | 60,346 | $6.33M | 1.11% | −316−0.5% | Reduced |
| Quantbot Technologies LP | 60,326 | $6.33M | 0.51% | +35,577+143.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 60,526 | $6.31M | 0.08% | +8,426+16.2% | Added |
| Intact Investment Management Inc. | 59,900 | $6.28M | 0.16% | 00.0% | Unchanged |
| Bell Bank | 59,894 | $6.28M | 0.72% | +10,475+21.2% | Added |
| Bogart Wealth, LLC | 59,513 | $6.24M | 0.56% | +3,623+6.5% | Added |
| Tompkins Financial Corp | 59,072 | $6.20M | 1.10% | −179−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 59,061 | $6.20M | 0.03% | −76,012−56.3% | Reduced |
| Maryland State Retirement & Pension System | 58,687 | $6.16M | 0.16% | 00.0% | Unchanged |
| Tiaa, FSB | 58,944 | $6.15M | 0.02% | −2,906−4.7% | Reduced |
| TD Private Client Wealth LLC | 58,395 | $6.13M | 0.25% | −4,554−7.2% | Reduced |
| Snowden Capital Advisors LLC | 58,355 | $6.12M | 0.31% | −3,453−5.6% | Reduced |
| Beacon Financial Group | 58,655 | $6.07M | 0.79% | −421−0.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 57,806 | $6.06M | 1.15% | +57,806 | New |
| Eliot Finkel Investment Counsel, LLC | 57,649 | $6.05M | 3.54% | −970−1.7% | Reduced |
| Fayez Sarofim & Co | 57,628 | $6.04M | 0.02% | +10,395+22.0% | Added |
| Eagle Global Advisors LLC | 57,271 | $6.01M | 0.38% | −358−0.6% | Reduced |
| Alpha Omega Wealth Management LLC | 57,004 | $5.94M | 0.91% | −29−0.1% | Reduced |
| Dean Investment Associates, LLC | 55,722 | $5.84M | 1.03% | −455−0.8% | Reduced |
| Regions Financial Corp | 55,087 | $5.78M | 0.05% | +2,080+3.9% | Added |
| Ally Financial Inc. | 55,000 | $5.77M | 0.53% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 53,905 | $5.66M | 0.17% | +4,514+9.1% | Added |
| Walleye Capital LLC | 53,051 | $5.57M | 0.18% | +53,051 | New |
| Insight Folios Inc | 52,190 | $5.47M | 2.57% | +518+1.0% | Added |
| Steward Partners Investment Advisory, LLC | 52,042 | $5.46M | 0.08% | −2,868−5.2% | Reduced |
| Marco Investment Management LLC | 51,920 | $5.45M | 0.54% | −270−0.5% | Reduced |
| Advisory Services Network, LLC | 51,745 | $5.43M | 0.16% | +1,620+3.2% | Added |
| Moors & Cabot, Inc. | 51,516 | $5.40M | 0.33% | +3,854+8.1% | Added |
| Principal Street Partners, LLC | 50,746 | $5.32M | 1.28% | +3,023+6.3% | Added |
| Highland Capital Management, LLC | 50,419 | $5.29M | 0.30% | −560−1.1% | Reduced |
| Schnieders Capital Management LLC | 50,099 | $5.25M | 1.23% | +1,811+3.8% | Added |
| New England Asset Management Inc | 49,440 | $5.19M | 0.08% | +4,350+9.6% | Added |
| First National Bank of Omaha | 49,350 | $5.18M | 0.25% | −3,928−7.4% | Reduced |
| Guardian Capital LP | 49,116 | $5.15M | 0.10% | +2,600+5.6% | Added |
| Twinbeech Capital LP | 49,009 | $5.14M | 0.29% | +25,261+106.4% | Added |
| SG Americas Securities, LLC | 48,759 | $5.12M | 0.03% | −214,412−81.5% | Reduced |
| Aull & Monroe Investment Management Corp | 48,534 | $5.09M | 2.27% | −431−0.9% | Reduced |
| Xponance, Inc. | 48,285 | $5.07M | 0.08% | +9,495+24.5% | Added |
| Louisiana State Employees Retirement System | 48,200 | $5.06M | 0.11% | +300+0.6% | Added |
| Brown Advisory Inc | 48,121 | $5.05M | 0.01% | +2,628+5.8% | Added |
| Founders Financial Alliance, LLC | 47,883 | $5.02M | 2.02% | +612+1.3% | Added |
| Nisa Investment Advisors, LLC | 47,418 | $4.98M | 0.04% | −27,449−36.7% | Reduced |
| Sigma Planning Corp | 47,335 | $4.96M | 0.14% | +1,792+3.9% | Added |
| Opus Investment Management Inc | 47,200 | $4.95M | 0.71% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 47,087 | $4.94M | 0.42% | −11,723−19.9% | Reduced |
| New Mexico Educational Retirement Board | 46,960 | $4.93M | 0.17% | −3,400−6.8% | Reduced |
| Atria Investments LLC | 46,761 | $4.91M | 0.09% | +2,386+5.4% | Added |
| Commerzbank Aktiengesellschaft | 46,759 | $4.91M | 0.28% | +3,680+8.5% | Added |
| CIBC World Markets Inc. | 46,669 | $4.90M | 0.02% | +2,223+5.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 46,508 | $4.88M | 2.83% | −597−1.3% | Reduced |
| Kentucky Retirement Systems | 46,442 | $4.87M | 0.20% | +757+1.7% | Added |
| Sciencast Management LP | 46,265 | $4.84M | 0.85% | +46,265 | New |
| Capital Investment Advisory Services, LLC | 46,052 | $4.83M | 0.57% | +1,554+3.5% | Added |
| Family Legacy, Inc. | 46,758 | $4.83M | 1.97% | +9,344+25.0% | Added |
| Leavell Investment Management, Inc. | 45,874 | $4.81M | 0.32% | −146−0.3% | Reduced |
| Nordea Investment Management AB | 45,931 | $4.81M | 0.01% | +5,626+14.0% | Added |
| KBC Group NV | 45,481 | $4.77M | 0.02% | −28,760−38.7% | Reduced |
| Avantax Advisory Services, Inc. | 45,358 | $4.76M | 0.07% | +7,736+20.6% | Added |
| Tower Research Capital LLC (TRC) | 45,196 | $4.74M | 0.08% | +22,770+101.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 45,218 | $4.74M | 0.06% | +45,218 | New |
| Daiwa Securities Group Inc. | 45,108 | $4.73M | 0.03% | +1,181+2.7% | Added |
| Alerus Financial NA | 44,949 | $4.71M | 0.38% | +5,701+14.5% | Added |
| HGK Asset Management Inc | 44,787 | $4.70M | 1.46% | +44,787 | New |
| Jarislowsky, Fraser Ltd | 44,394 | $4.66M | 0.02% | −8,322−15.8% | Reduced |
| Rockefeller Capital Management L.P. | 44,018 | $4.62M | 0.02% | +1,927+4.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 43,964 | $4.61M | 0.37% | −1,278−2.8% | Reduced |
| Money Concepts Capital Corp | 43,374 | $4.55M | 0.38% | +43,374 | New |
| Holderness Investments Co | 42,500 | $4.46M | 1.32% | −184−0.4% | Reduced |
| Argyle Capital Management Inc. | 42,078 | $4.41M | 1.38% | +42,078 | New |
| Beacon Investment Advisory Services, Inc. | 41,998 | $4.41M | 0.17% | −231−0.5% | Reduced |
| Geneos Wealth Management Inc. | 41,894 | $4.39M | 0.17% | −1,716−3.9% | Reduced |
| Windward Capital Management Co | 41,339 | $4.34M | 0.36% | +517+1.3% | Added |
| Rothschild Investment Corp | 40,883 | $4.29M | 0.33% | −698−1.7% | Reduced |
| Gilman Hill Asset Management, LLC | 40,775 | $4.28M | 0.95% | +543+1.3% | Added |
| Hudson Valley Investment Advisors Inc | 40,676 | $4.27M | 0.67% | +779+2.0% | Added |
| Pacer Advisors, Inc. | 40,627 | $4.26M | 0.04% | −23,651−36.8% | Reduced |
| Banque Pictet & Cie SA | 40,455 | $4.24M | 0.03% | +15,455+61.8% | Added |
| First Horizon Advisors, Inc. | 40,458 | $4.24M | 0.13% | −1,555−3.7% | Reduced |
| Birmingham Capital Management Co Inc | 40,198 | $4.22M | 1.52% | −241−0.6% | Reduced |
| Benedict Financial Advisors Inc | 40,148 | $4.21M | 1.10% | +1,953+5.1% | Added |
| Parallax Volatility Advisers, L.P. | 40,125 | $4.21M | 0.05% | −70,402−63.7% | Reduced |
| Bruderman Asset Management, LLC | 40,037 | $4.20M | 3.21% | −105,399−72.5% | Reduced |