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, Q3 2023
Institutional positions in Duke Energy CORP as of Sep 30, 2023. 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
- 1,779
- +2 vs. Q2 2023
- Shares held
- 497.6M
- +6.73M (+1.4%) vs. Q2 2023
- Total value
- $43.9B
- −$142.6M (−0.3%) vs. Q2 2023
- New holders
- 109
- 749 more added
- Sold out
- 107
- 652 more reduced
21 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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, Q3 2023
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 70,298,247 | $6.20B | 0.15% | +54,245+0.1% | Added |
| BlackRock Inc. | 58,530,387 | $5.17B | 0.15% | +1,366,310+2.4% | Added |
| State Street Corp | 40,898,931 | $3.61B | 0.20% | −1,603,688−3.8% | Reduced |
| Wellington Management Group LLP | 23,010,030 | $2.03B | 0.41% | +1,002,157+4.6% | Added |
| Massachusetts Financial Services Co | 19,283,896 | $1.70B | 0.60% | +14,762+0.1% | Added |
| Geode Capital Management, LLC | 15,173,875 | $1.34B | 0.16% | +310,169+2.1% | Added |
| Capital Research Global Investors | 10,631,981 | $938.4M | 0.26% | +2,443,600+29.8% | Added |
| Morgan Stanley | 10,468,016 | $923.9M | 0.09% | +492,011+4.9% | Added |
| Royal Bank of Canada | 9,358,014 | $825.9M | 0.24% | −277,088−2.9% | Reduced |
| Bank of America Corp | 8,254,044 | $728.5M | 0.09% | +843,881+11.4% | Added |
| Franklin Resources Inc | 8,070,661 | $712.3M | 0.36% | +141,923+1.8% | Added |
| Northern Trust Corp | 7,918,910 | $698.9M | 0.14% | +144,612+1.9% | Added |
| Charles Schwab Investment Management Inc | 7,672,930 | $656.3M | 0.19% | +124,114+1.6% | Added |
| FMR LLC | 7,205,441 | $636.0M | 0.05% | +715,069+11.0% | Added |
| Legal & General Group Plc | 6,959,164 | $614.2M | 0.21% | −314,494−4.3% | Reduced |
| Neuberger Berman Group LLC | 6,367,990 | $562.1M | 0.51% | +1,016,477+19.0% | Added |
| Federated Hermes, Inc. | 6,303,877 | $556.4M | 1.48% | −156,594−2.4% | Reduced |
| Bank of New York Mellon Corp | 5,711,982 | $504.1M | 0.11% | −218,732−3.7% | Reduced |
| American Century Companies Inc | 5,094,696 | $449.7M | 0.35% | −351,203−6.4% | Reduced |
| California Public Employees Retirement System | 4,712,596 | $415.9M | 0.36% | −6,798−0.1% | Reduced |
| Invesco Ltd. | 4,695,902 | $414.5M | 0.11% | +439,649+10.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,174,952 | $368.5M | 0.92% | −482,997−10.4% | Reduced |
| Goldman Sachs Group Inc | 4,021,236 | $354.9M | 0.09% | +843,905+26.6% | Added |
| Wells Fargo & Company | 3,773,938 | $333.1M | 0.10% | +127,351+3.5% | Added |
| State Farm Mutual Automobile Insurance Co | 3,569,308 | $315.0M | 0.32% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,243,791 | $286.3M | 0.03% | +352,987+12.2% | Added |
| UBS Asset Management Americas Inc | 2,693,993 | $237.8M | 0.11% | +23,736+0.9% | Added |
| Ensign Peak Advisors, Inc | 2,667,356 | $235.4M | 0.50% | −11,769−0.4% | Reduced |
| Cullen Capital Management LLC | 2,559,607 | $225.9M | 2.64% | +70,735+2.8% | Added |
| Swiss National Bank | 2,478,741 | $218.8M | 0.17% | −304,600−10.9% | Reduced |
| Capital Wealth Planning, LLC | 2,286,415 | $201.8M | 2.48% | −390,725−14.6% | Reduced |
| Envestnet Asset Management Inc | 2,267,306 | $200.1M | 0.09% | +447,724+24.6% | Added |
| Nuveen Asset Management, LLC | 2,147,161 | $189.5M | 0.07% | −1,182,385−35.5% | Reduced |
| First Trust Advisors LP | 2,129,779 | $188.0M | 0.22% | −35,328−1.6% | Reduced |
| UBS Group AG | 2,126,923 | $187.7M | 0.09% | +160,345+8.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,962,184 | $173.2M | 0.14% | −35,620−1.8% | Reduced |
| Two Sigma Investments, LP | 1,762,262 | $155.5M | 0.44% | +48,054+2.8% | Added |
| Raymond James & Associates | 1,749,318 | $154.4M | 0.13% | −5,318−0.3% | Reduced |
| Amundi | 1,568,368 | $139.1M | 0.07% | −109,362−6.5% | Reduced |
| Dimensional Fund Advisors LP | 1,541,103 | $136.0M | 0.04% | +31,523+2.1% | Added |
| National Pension Service | 1,478,350 | $134.7M | 0.22% | +61,327+4.3% | Added |
| LPL Financial LLC | 1,493,081 | $131.8M | 0.09% | +33,161+2.3% | Added |
| APG Asset Management N.V. | 1,486,015 | $131.2M | 0.27% | −61,608−4.0% | Reduced |
| Barclays PLC | 1,458,505 | $128.7M | 0.08% | −65,000−4.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,426,908 | $125.9M | 1.04% | +4950.0% | Added |
| Bessemer Group Inc | 1,418,902 | $125.2M | 0.27% | +14,156+1.0% | Added |
| Canada Pension Plan Investment Board | 1,396,661 | $123.3M | 0.18% | +87,000+6.6% | Added |
| Rhumbline Advisers | 1,392,427 | $122.9M | 0.14% | +21,143+1.5% | Added |
| Bank of Montreal | 1,279,448 | $122.5M | 0.07% | −77,364−5.7% | Reduced |
| Great Lakes Advisors, LLC | 1,277,542 | $112.8M | 1.03% | +346,471+37.2% | Added |
| Ameriprise Financial Inc | 1,248,884 | $110.2M | 0.04% | −380,411−23.3% | Reduced |
| Price T Rowe Associates Inc | 1,163,968 | $102.7M | 0.02% | +44,598+4.0% | Added |
| California State Teachers Retirement System | 1,135,989 | $100.3M | 0.15% | −81,572−6.7% | Reduced |
| Alliancebernstein L.P. | 1,080,896 | $95.4M | 0.04% | +146,765+15.7% | Added |
| Maple-Brown Abbott Ltd | 1,070,860 | $94.5M | 10.84% | −68,340−6.0% | Reduced |
| Manufacturers Life Insurance Company, The | 1,050,104 | $92.7M | 0.05% | +49,401+4.9% | Added |
| Empower Advisory Group, LLC | 1,033,484 | $91.2M | 0.40% | +36,720+3.7% | Added |
| Thrivent Financial for Lutherans | 1,022,550 | $90.3M | 0.21% | +44,386+4.5% | Added |
| New York State Common Retirement Fund | 1,014,739 | $89.6M | 0.13% | −74,140−6.8% | Reduced |
| Victory Capital Management Inc | 1,006,104 | $88.8M | 0.10% | +23,017+2.3% | Added |
| HSBC Holdings PLC | 1,005,575 | $88.6M | 0.10% | +341,142+51.3% | Added |
| Mariner, LLC | 994,784 | $87.8M | 0.24% | +47,815+5.0% | Added |
| Penserra Capital Management LLC | 974,771 | $86.0M | 1.78% | +27,840+2.9% | Added |
| Truist Financial Corp | 973,023 | $85.9M | 0.14% | +69,639+7.7% | Added |
| Advisor Group Holdings, Inc. | 939,504 | $83.0M | 0.12% | +266,425+39.6% | Added |
| Principal Financial Group Inc | 923,966 | $81.5M | 0.06% | −2,854−0.3% | Reduced |
| Balyasny Asset Management LLC | 917,575 | $81.0M | 0.23% | +794,077+643.0% | Added |
| Reaves W H & Co Inc | 916,435 | $80.9M | 3.20% | −51,916−5.4% | Reduced |
| Russell Investments Group, Ltd. | 877,966 | $77.5M | 0.15% | −128,814−12.8% | Reduced |
| Susquehanna International Group, LLP | 869,648 | $76.8M | 0.12% | +618,037+245.6% | Added |
| Credit Suisse AG | 850,712 | $75.1M | 0.08% | +11,675+1.4% | Added |
| Macquarie Group Ltd | 844,257 | $74.5M | 0.09% | −7,204−0.8% | Reduced |
| Citigroup Inc | 824,039 | $72.7M | 0.10% | +259,107+45.9% | Added |
| Deutsche Bank AG | 815,659 | $72.0M | 0.05% | −96,979−10.6% | Reduced |
| State Board of Administration of Florida Retirement System | 804,843 | $71.0M | 0.17% | −49,360−5.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 775,354 | $68.4M | 0.12% | −30,736−3.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 766,313 | $67.6M | 0.15% | +561,000+273.2% | Added |
| New York State Teachers Retirement System | 764,895 | $67.5M | 0.16% | −40,036−5.0% | Reduced |
| Stifel Financial Corp | 745,732 | $65.8M | 0.09% | +21,093+2.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 716,992 | $63.3M | 0.13% | +56,392+8.5% | Added |
| Prudential Financial Inc | 708,125 | $62.5M | 0.10% | −341,494−32.5% | Reduced |
| Fort Washington Investment Advisors Inc | 672,950 | $59.4M | 0.45% | +30,924+4.8% | Added |
| AQR Capital Management LLC | 645,618 | $57.0M | 0.12% | +477+0.1% | Added |
| Bartlett & Co. LLC | 609,532 | $53.8M | 0.97% | +7,055+1.2% | Added |
| Bartlett & Co. Wealth Management LLC | 609,532 | $53.8M | 0.97% | +7,055+1.2% | Added |
| Janney Montgomery Scott LLC | 606,933 | $53.6M | 0.20% | +4,657+0.8% | Added |
| Zurich Insurance Group Ltd | 597,123 | $52.7M | 0.56% | +597,123 | New |
| Natixis Advisors, L.P. | 588,420 | $51.9M | 0.16% | +188,569+47.2% | Added |
| The PNC Financial Services Group, Inc. | 578,660 | $51.1M | 0.04% | −26,348−4.4% | Reduced |
| Baird Financial Group, Inc. | 568,322 | $50.2M | 0.14% | −9,115−1.6% | Reduced |
| Old Republic International Corporation | 560,731 | $49.5M | 1.85% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 554,200 | $48.9M | 0.13% | −205,800−27.1% | Reduced |
| HighTower Advisors, LLC | 546,401 | $48.2M | 0.09% | +7,657+1.4% | Added |
| Commonwealth Equity Services, LLC | 543,771 | $48.0M | 0.10% | +11,581+2.2% | Added |
| Epoch Investment Partners, Inc. | 541,757 | $47.8M | 0.30% | −58,949−9.8% | Reduced |
| Pictet Asset Management Holding SA | 532,175 | $47.0M | 0.06% | +532,175 | New |
| Cincinnati Insurance Co | 523,600 | $46.2M | 0.91% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 520,446 | $45.9M | 0.59% | −788,353−60.2% | Reduced |
| Edgar Lomax Co | 477,391 | $42.1M | 2.87% | −8,720−1.8% | Reduced |
| Toronto Dominion Bank | 473,502 | $41.8M | 0.07% | −18,450−3.8% | Reduced |