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, Q1 2022
Institutional positions in Duke Energy CORP as of Mar 31, 2022. 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
- 1,834
- +75 vs. Q4 2021
- Shares held
- 481.2M
- +373.5K (+0.1%) vs. Q4 2021
- Total value
- $53.7B
- +$3.30B (+6.5%) vs. Q4 2021
- New holders
- 162
- 825 more added
- Sold out
- 87
- 578 more reduced
22 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 557,748 | $62.3M | 0.15% | +10,544+1.9% | Added |
| Neuberger Berman Group LLC | 555,487 | $62.1M | 0.05% | +185,832+50.3% | Added |
| Stifel Financial Corp | 555,849 | $62.1M | 0.08% | +17,617+3.3% | Added |
| Russell Investments Group, Ltd. | 543,495 | $60.7M | 0.11% | −65,416−10.7% | Reduced |
| Janney Montgomery Scott LLC | 542,277 | $60.6M | 0.26% | +40,302+8.0% | Added |
| First Republic Investment Management, Inc. | 525,335 | $58.7M | 0.13% | +82,929+18.7% | Added |
| Cincinnati Insurance Co | 523,600 | $58.5M | 1.12% | 00.0% | Unchanged |
| Jennison Associates LLC | 518,286 | $57.9M | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 503,966 | $56.3M | 0.13% | +15,152+3.1% | Added |
| Voloridge Investment Management, LLC | 489,498 | $54.7M | 0.31% | +138,981+39.7% | Added |
| Natixis Advisors, L.P. | 476,961 | $53.3M | 0.20% | +40,763+9.3% | Added |
| Chevy Chase Trust Holdings, Inc. | 467,133 | $52.2M | 0.18% | +1430.0% | Added |
| Fort Washington Investment Advisors Inc | 465,044 | $51.9M | 0.33% | +7,850+1.7% | Added |
| HighTower Advisors, LLC | 453,971 | $50.7M | 0.11% | +17,061+3.9% | Added |
| State of New Jersey Common Pension Fund D | 449,369 | $50.2M | 0.16% | +4,353+1.0% | Added |
| Asset Management One Co.,Ltd. | 437,090 | $48.8M | 0.19% | −51,823−10.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 419,700 | $46.9M | 0.06% | −56,314−11.8% | Reduced |
| Commerce Bank | 419,651 | $46.9M | 0.32% | −1,261−0.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 411,442 | $45.9M | 0.18% | +33,998+9.0% | Added |
| Advisor Group Holdings, Inc. | 439,205 | $44.7M | 0.09% | −4,790−1.1% | Reduced |
| US Bancorp | 392,464 | $43.8M | 0.07% | −1110.0% | Reduced |
| Kayne Anderson Capital Advisors LP | 373,800 | $41.7M | 1.06% | +85,050+29.5% | Added |
| Penserra Capital Management LLC | 372,120 | $41.5M | 0.99% | +97,128+35.3% | Added |
| Alberta Investment Management Corp | 371,538 | $41.5M | 0.24% | +219,466+144.3% | Added |
| Gabelli Funds LLC | 368,900 | $41.2M | 0.27% | −1,500−0.4% | Reduced |
| Morningstar Investment Services LLC | 357,477 | $39.8M | 0.44% | +1,004+0.3% | Added |
| Loomis Sayles & Co L P | 348,228 | $38.9M | 0.05% | −52,676−13.1% | Reduced |
| SEI Investments Co | 340,494 | $38.0M | 0.08% | +66,578+24.3% | Added |
| Acadian Asset Management LLC | 339,021 | $37.8M | 0.16% | +320,747+1,755.2% | Added |
| Umb Bank N A | 334,691 | $37.4M | 0.49% | +1,052+0.3% | Added |
| Fifth Third Bancorp | 331,242 | $37.0M | 0.15% | +11,075+3.5% | Added |
| Treasurer of the State of North Carolina | 327,925 | $36.6M | 0.20% | +818+0.3% | Added |
| Allianz Asset Management GmbH | 318,579 | $35.6M | 0.03% | +183,175+135.3% | Added |
| Zurich Insurance Group Ltd | 317,782 | $35.5M | 0.44% | +317,782 | New |
| Magellan Asset Management Ltd | 316,185 | $35.3M | 0.14% | −40,992−11.5% | Reduced |
| Vaughan David Investments LLC | 315,395 | $35.2M | 1.04% | +1,330+0.4% | Added |
| Captrust Financial Advisors | 314,481 | $35.1M | 0.23% | +29,892+10.5% | Added |
| Cincinnati Financial Corp | 310,000 | $34.6M | 0.77% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 304,703 | $34.0M | 0.04% | −457,786−60.0% | Reduced |
| Nomura Asset Management Co Ltd | 304,078 | $34.0M | 0.18% | +135,590+80.5% | Added |
| Brandywine Global Investment Management, LLC | 302,147 | $33.7M | 0.25% | +277,716+1,136.7% | Added |
| Schroder Investment Management Group | 292,394 | $32.6M | 0.04% | +12,640+4.5% | Added |
| Bruce & Co., Inc. | 286,200 | $32.0M | 6.53% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 286,032 | $31.9M | 4.30% | +10,637+3.9% | Added |
| Guggenheim Capital LLC | 284,548 | $31.8M | 0.19% | +84,509+42.2% | Added |
| Martingale Asset Management L P | 282,684 | $31.6M | 0.47% | +33,106+13.3% | Added |
| USS Investment Management Ltd | 274,176 | $30.6M | 0.26% | +15,917+6.2% | Added |
| Bollard Group LLC | 267,118 | $29.8M | 0.95% | +2,276+0.9% | Added |
| M&T Bank Corp | 265,767 | $29.7M | 0.13% | +22,183+9.1% | Added |
| STRS Ohio | 264,249 | $29.5M | 0.11% | +2,007+0.8% | Added |
| Deprince Race & Zollo Inc | 256,314 | $28.6M | 0.56% | +10,120+4.1% | Added |
| Retirement Systems of Alabama | 254,864 | $28.5M | 0.10% | −160.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 252,054 | $28.1M | 0.06% | +3,321+1.3% | Added |
| Marshall Wace, LLP | 251,642 | $28.1M | 0.06% | −55,807−18.2% | Reduced |
| Calamos Advisors LLC | 251,007 | $28.0M | 0.11% | +33,443+15.4% | Added |
| Janus Henderson Group PLC | 249,708 | $27.9M | 0.01% | +6,497+2.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 228,337 | $25.5M | 0.09% | +221,740+3,361.2% | Added |
| IFM Investors Pty Ltd | 225,734 | $25.2M | 0.39% | +125,353+124.9% | Added |
| Twin Tree Management, LP | 224,774 | $25.1M | 0.49% | +96,479+75.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 224,286 | $25.0M | 1.12% | +111,890+99.5% | Added |
| Van Eck Associates Corp | 223,796 | $25.0M | 0.05% | +39,485+21.4% | Added |
| DekaBank Deutsche Girozentrale | 218,490 | $24.6M | 0.06% | +12,697+6.2% | Added |
| Sabal Trust CO | 217,228 | $24.3M | 1.68% | +3,826+1.8% | Added |
| CIBC Asset Management Inc | 213,929 | $23.9M | 0.08% | +11,148+5.5% | Added |
| Synovus Financial Corp | 213,054 | $23.8M | 0.25% | −6,718−3.1% | Reduced |
| American International Group, Inc. | 212,434 | $23.7M | 0.13% | −6,549−3.0% | Reduced |
| Avalon Investment & Advisory | 211,985 | $23.7M | 0.57% | +2,535+1.2% | Added |
| Susquehanna International Group, LLP | 211,893 | $23.7M | 0.03% | −15,200−6.7% | Reduced |
| Arizona State Retirement System | 211,107 | $23.6M | 0.19% | +400+0.2% | Added |
| MetLife Investment Management | 209,308 | $23.4M | 0.15% | +39,356+23.2% | Added |
| Payden & Rygel | 207,309 | $23.1M | 1.17% | −7,200−3.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 205,653 | $23.0M | 0.11% | +8,126+4.1% | Added |
| Crawford Investment Counsel Inc | 203,387 | $22.7M | 0.44% | +9,362+4.8% | Added |
| Swiss Life Asset Management Ltd | 202,963 | $22.6M | 0.32% | +6,316+3.2% | Added |
| Creative Planning | 199,869 | $22.3M | 0.03% | −15,237−7.1% | Reduced |
| Comerica Bank | 192,331 | $22.2M | 0.16% | −2,295−1.2% | Reduced |
| State of Tennessee, Treasury Department | 198,264 | $22.1M | 0.09% | −44,300−18.3% | Reduced |
| Liberty One Investment Management, LLC | 194,813 | $21.8M | 3.30% | +6,041+3.2% | Added |
| State of Michigan Retirement System | 194,036 | $21.7M | 0.13% | +366+0.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 193,931 | $21.7M | 0.08% | +193,931 | New |
| Edgar Lomax Co | 193,101 | $21.6M | 1.27% | −56,120−22.5% | Reduced |
| Amalgamated Bank | 193,063 | $21.6M | 0.17% | −13,904−6.7% | Reduced |
| Amalgamated Financial Corp. | 193,063 | $21.6M | 0.17% | +193,063 | New |
| Standard Life Aberdeen plc | 190,456 | $21.3M | 0.05% | −112,834−37.2% | Reduced |
| Bokf, NA | 190,722 | $21.3M | 0.35% | +5,685+3.1% | Added |
| Lockheed Martin Investment Management Co | 190,440 | $21.3M | 1.17% | +17,120+9.9% | Added |
| Squarepoint Ops LLC | 188,636 | $21.1M | 0.16% | −94,932−33.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 186,435 | $20.8M | 0.33% | 00.0% | Unchanged |
| Jane Street Group, LLC | 185,031 | $20.7M | 0.04% | +72,156+63.9% | Added |
| Vestcor Inc | 183,571 | $20.5M | 0.70% | +5,273+3.0% | Added |
| Bridgewater Associates, LP | 183,575 | $20.5M | 0.08% | +169,982+1,250.5% | Added |
| Hyman Charles D | 182,943 | $20.4M | 1.29% | +1,011+0.6% | Added |
| Thomasville National Bank | 176,003 | $19.7M | 1.90% | −5,072−2.8% | Reduced |
| CWA Asset Management Group, LLC | 175,885 | $19.6M | 1.50% | −3,695−2.1% | Reduced |
| Willis Investment Counsel | 174,150 | $19.4M | 1.03% | −3,158−1.8% | Reduced |
| Man Group plc | 167,236 | $18.7M | 0.07% | +43,988+35.7% | Added |
| Huntington National Bank | 163,565 | $18.3M | 0.17% | +8,871+5.7% | Added |
| Fukoku Mutual Life Insurance Co | 163,430 | $18.2M | 1.38% | +40,000+32.4% | Added |
| Financial Counselors Inc | 161,070 | $18.0M | 0.37% | +3,450+2.2% | Added |
| ProShare Advisors LLC | 157,167 | $17.6M | 0.04% | −4,466−2.8% | Reduced |