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 |
|---|---|---|---|---|---|
| HB Wealth Management, LLC | 39,999 | $4.20M | 0.08% | +39,999 | New |
| Crossmark Global Holdings, Inc. | 39,917 | $4.19M | 0.09% | −1,980−4.7% | Reduced |
| Ontario Teachers Pension Plan Board | 39,824 | $4.18M | 0.05% | +5,175+14.9% | Added |
| Armor Investment Advisors, LLC | 39,435 | $4.14M | 2.33% | −1,867−4.5% | Reduced |
| National Asset Management, Inc. | 39,309 | $4.12M | 0.12% | +13,222+50.7% | Added |
| Semmax Financial Advisors Inc. | 39,236 | $4.12M | 1.52% | −4,431−10.1% | Reduced |
| Siemens Fonds Invest GmbH | 39,190 | $4.11M | 0.27% | −5,496−12.3% | Reduced |
| Whitener Capital Management, Inc. | 39,059 | $4.10M | 1.46% | +3,141+8.7% | Added |
| Boston Research & Management Inc | 38,779 | $4.07M | 1.11% | +685+1.8% | Added |
| Wasatch Advisors Inc | 38,707 | $4.06M | 0.02% | 00.0% | Unchanged |
| Advisors Management Group Inc | 38,350 | $4.02M | 1.21% | −121−0.3% | Reduced |
| Chicago Partners Investment Group LLC | 40,239 | $4.02M | 0.29% | +93+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 38,296 | $4.02M | 0.08% | +122+0.3% | Added |
| Fulton Bank, N.A. | 38,184 | $4.00M | 0.18% | −1,059−2.7% | Reduced |
| ProVise Management Group, LLC | 38,045 | $3.99M | 0.36% | +3,472+10.0% | Added |
| Trexquant Investment LP | 37,923 | $3.98M | 0.25% | +9,221+32.1% | Added |
| Royal Fund Management, LLC | 37,648 | $3.95M | 0.57% | −461−1.2% | Reduced |
| Advisors Asset Management, Inc. | 37,579 | $3.94M | 0.06% | −695−1.8% | Reduced |
| NewSquare Capital LLC | 37,545 | $3.94M | 0.42% | +3,940+11.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 37,150 | $3.90M | 0.24% | −12,100−24.6% | Reduced |
| Sky Investment Group LLC | 36,844 | $3.87M | 0.78% | +100.0% | Added |
| Park Avenue Securities LLC | 36,749 | $3.85M | 0.07% | +1,661+4.7% | Added |
| Engineers Gate Manager LP | 36,587 | $3.84M | 0.17% | +16,770+84.6% | Added |
| Azimuth Capital Management LLC | 36,360 | $3.81M | 0.15% | −310−0.8% | Reduced |
| Johnson Investment Counsel Inc | 36,296 | $3.81M | 0.05% | +1,581+4.6% | Added |
| Strategic Wealth Advisors Group, LLC | 36,254 | $3.77M | 0.18% | +873+2.5% | Added |
| Agf Investments Inc. | 35,676 | $3.74M | 0.03% | +1,566+4.6% | Added |
| Iowa State Bank | 34,464 | $3.62M | 0.85% | −1,021−2.9% | Reduced |
| Alps Advisors Inc | 34,351 | $3.60M | 0.04% | +34,351 | New |
| Jackson Wealth Management, LLC | 34,340 | $3.60M | 0.46% | +294+0.9% | Added |
| Stratos Wealth Partners, LTD. | 34,099 | $3.58M | 0.08% | +989+3.0% | Added |
| Close Asset Management Ltd | 33,866 | $3.55M | 0.13% | −2,977−8.1% | Reduced |
| Teza Capital Management LLC | 33,872 | $3.55M | 0.95% | +29,700+711.9% | Added |
| St. James Investment Advisors, LLC | 33,771 | $3.54M | 2.62% | +33,771 | New |
| Twin Capital Management Inc | 33,664 | $3.53M | 0.35% | +7,372+28.0% | Added |
| NN Investment Partners Holdings N.V. | 33,478 | $3.51M | 0.02% | +6,750+25.3% | Added |
| Peapack Gladstone Financial Corp | 33,345 | $3.50M | 0.07% | +182+0.5% | Added |
| Profund Advisors LLC | 33,120 | $3.47M | 0.11% | +560+1.7% | Added |
| Lynch & Associates | 33,072 | $3.47M | 0.82% | +904+2.8% | Added |
| Echo Street Capital Management LLC | 32,915 | $3.45M | 0.02% | +32,915 | New |
| Kestra Private Wealth Services, LLC | 32,858 | $3.45M | 0.16% | +2,390+7.8% | Added |
| American Assets Investment Management, LLC | 32,666 | $3.43M | 0.37% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 32,644 | $3.42M | 0.30% | +1,969+6.4% | Added |
| Wolverine Trading, LLC | 32,158 | $3.37M | 0.05% | −8,058−20.0% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 32,008 | $3.36M | 0.32% | +18,590+138.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 31,925 | $3.35M | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 31,908 | $3.35M | 0.11% | +29,589+1,275.9% | Added |
| Providence Capital Advisors, LLC | 31,762 | $3.33M | 0.92% | +215+0.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 31,698 | $3.33M | 0.12% | +270+0.9% | Added |
| Stonegate Investment Group, LLC | 31,304 | $3.28M | 0.14% | +31,304 | New |
| Regal Investment Advisors LLC | 31,169 | $3.27M | 0.29% | +248+0.8% | Added |
| Farmers National Bank | 30,898 | $3.24M | 1.07% | −2,314−7.0% | Reduced |
| Banque Cantonale Vaudoise | 30,584 | $3.21M | 0.13% | +8,300+37.2% | Added |
| Cetera Advisors LLC | 30,395 | $3.19M | 0.06% | +485+1.6% | Added |
| Prospera Financial Services Inc | 30,254 | $3.17M | 0.14% | +1,170+4.0% | Added |
| Vestmark Advisory Solutions, Inc. | 30,193 | $3.17M | 0.18% | +1,032+3.5% | Added |
| Wright Investors Service Inc | 29,915 | $3.14M | 0.79% | +2,256+8.2% | Added |
| Covington Investment Advisors Inc. | 29,768 | $3.12M | 0.64% | −849−2.8% | Reduced |
| Montag A & Associates Inc | 29,738 | $3.12M | 0.15% | +593+2.0% | Added |
| Everence Capital Management Inc | 29,724 | $3.12M | 0.23% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 29,681 | $3.11M | 0.05% | −505−1.7% | Reduced |
| Pegasus Asset Management, Inc. | 29,638 | $3.11M | 1.27% | +861+3.0% | Added |
| Sheets Smith Wealth Management | 29,520 | $3.10M | 0.38% | −28−0.1% | Reduced |
| BLB&B Advisors, LLC | 29,339 | $3.08M | 0.20% | −2,948−9.1% | Reduced |
| FDx Advisors, Inc. | 29,248 | $3.07M | 0.08% | +5,997+25.8% | Added |
| Pearl River Capital, LLC | 29,015 | $3.04M | 0.82% | +29,015 | New |
| Citizens Business Bank | 29,005 | $3.04M | 0.37% | −412−1.4% | Reduced |
| Townsend Asset Management Corp | 28,917 | $3.03M | 1.45% | −282−1.0% | Reduced |
| Quantitative Investment Management, LLC | 28,830 | $3.02M | 0.42% | +21,836+312.2% | Added |
| Home Federal Bank of Tennessee | 28,734 | $3.02M | 1.00% | +101+0.4% | Added |
| Old North State Trust, LLC | 27,970 | $2.93M | 2.11% | −586−2.1% | Reduced |
| Vectors Research Management, LLC | 27,934 | $2.93M | 0.62% | +2,387+9.3% | Added |
| Bahl & Gaynor Inc | 27,914 | $2.93M | 0.02% | −43−0.2% | Reduced |
| Constitution Capital LLC | 27,904 | $2.93M | 1.56% | +1,400+5.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 27,820 | $2.92M | 0.82% | +30+0.1% | Added |
| HC Financial Advisors Inc | 27,799 | $2.92M | 1.62% | +200+0.7% | Added |
| Stock Yards Bank & Trust Co | 27,697 | $2.91M | 0.15% | +10,782+63.7% | Added |
| Moody National Bank Trust Division | 27,588 | $2.89M | 0.09% | −53,381−65.9% | Reduced |
| Focus Financial Network, Inc. | 27,434 | $2.88M | 0.42% | +1,279+4.9% | Added |
| Resources Management Corp | 27,414 | $2.88M | 0.37% | −240−0.9% | Reduced |
| Live Oak Private Wealth LLC | 27,421 | $2.88M | 0.54% | +3,564+14.9% | Added |
| Cullen/Frost Bankers, Inc. | 27,407 | $2.88M | 0.05% | +898+3.4% | Added |
| Spire Wealth Management | 27,374 | $2.87M | 0.06% | +5,711+26.4% | Added |
| Keene & Associates, Inc. | 27,248 | $2.86M | 2.47% | +27,248 | New |
| Apollon Wealth Management, LLC | 27,209 | $2.85M | 0.23% | +16,826+162.1% | Added |
| Bragg Financial Advisors, Inc | 29,109 | $2.84M | 0.18% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 27,076 | $2.84M | 0.71% | +415+1.6% | Added |
| Citizens Financial Group Inc | 26,885 | $2.82M | 0.09% | −472−1.7% | Reduced |
| Plimoth Trust Co LLC | 26,587 | $2.79M | 0.71% | −817−3.0% | Reduced |
| Kingfisher Capital LLC | 26,569 | $2.79M | 0.64% | +662+2.6% | Added |
| Covington Capital Management | 26,560 | $2.79M | 0.10% | +286+1.1% | Added |
| Jackson Hole Capital Partners, LLC | 26,563 | $2.79M | 0.87% | +4,035+17.9% | Added |
| Rowland & Co Investment Counsel | 26,502 | $2.78M | 0.62% | +2,027+8.3% | Added |
| Avantax Planning Partners, Inc. | 26,453 | $2.77M | 0.11% | +1,384+5.5% | Added |
| Caldwell Trust Co | 26,440 | $2.77M | 0.32% | −27−0.1% | Reduced |
| HNP Capital LLC | 26,372 | $2.77M | 0.63% | +1,651+6.7% | Added |
| Seven Springs Wealth Group, LLC | 26,274 | $2.76M | 1.26% | +5,225+24.8% | Added |
| Triangle Securities Wealth Management | 26,036 | $2.73M | 0.85% | −23−0.1% | Reduced |
| Integrated Advisors Network LLC | 26,015 | $2.73M | 0.16% | −597−2.2% | Reduced |
| Canandaigua National Corp | 25,983 | $2.73M | 0.40% | −135−0.5% | Reduced |