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 | 2,484 | $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, 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 |
|---|---|---|---|---|---|
| SEI Investments Co | 471,448 | $41.6M | 0.07% | −42,948−8.3% | Reduced |
| Verition Fund Management LLC | 470,763 | $41.5M | 0.56% | +427,549+989.4% | Added |
| Korea Investment CORP | 470,667 | $41.5M | 0.12% | −30,781−6.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 460,486 | $40.6M | 0.07% | −24,397−5.0% | Reduced |
| State of New Jersey Common Pension Fund D | 446,186 | $39.4M | 0.14% | −15,033−3.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 436,601 | $38.5M | 0.15% | −10,180−2.3% | Reduced |
| Mackenzie Financial Corp | 445,617 | $38.2M | 0.06% | −86,997−16.3% | Reduced |
| Brookfield Asset Management Inc. | 432,000 | $38.1M | 0.24% | +432,000 | New |
| Captrust Financial Advisors | 429,188 | $37.9M | 0.14% | −8,901−2.0% | Reduced |
| Public Employees Retirement System of Ohio | 425,390 | $37.5M | 0.17% | −52,531−11.0% | Reduced |
| US Bancorp | 420,088 | $37.1M | 0.06% | −6,029−1.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 418,124 | $36.9M | 0.12% | +396,006+1,790.4% | Added |
| State of Wisconsin Investment Board | 410,052 | $36.2M | 0.11% | +8,732+2.2% | Added |
| Morningstar Investment Services LLC | 402,574 | $35.7M | 0.46% | −1,732−0.4% | Reduced |
| Asset Management One Co.,Ltd. | 402,545 | $35.5M | 0.16% | +2,012+0.5% | Added |
| Brandywine Global Investment Management, LLC | 402,153 | $35.5M | 0.31% | −97,278−19.5% | Reduced |
| Great West Life Assurance Co | 391,227 | $34.5M | 0.08% | +2,082+0.5% | Added |
| Voya Investment Management LLC | 391,272 | $34.5M | 0.04% | −138,319−26.1% | Reduced |
| WestEnd Advisors, LLC | 372,530 | $32.9M | 0.99% | +50,774+15.8% | Added |
| Gabelli Funds LLC | 367,838 | $32.5M | 0.26% | −620.0% | Reduced |
| Vaughan David Investments LLC | 366,529 | $32.4M | 0.98% | +19,632+5.7% | Added |
| Crawford Investment Counsel Inc | 360,433 | $31.8M | 0.69% | −1,498−0.4% | Reduced |
| CI Private Wealth, LLC | 355,124 | $31.3M | 0.07% | +14,670+4.3% | Added |
| BNP Paribas Arbitrage, SA | 346,171 | $30.6M | 0.07% | −245,888−41.5% | Reduced |
| Foundry Partners, LLC | 345,546 | $30.5M | 1.90% | +24,464+7.6% | Added |
| Treasurer of the State of North Carolina | 338,885 | $29.9M | 0.16% | +1,720+0.5% | Added |
| Magellan Asset Management Ltd | 329,648 | $29.1M | 0.31% | −1,321−0.4% | Reduced |
| Commerce Bank | 328,258 | $29.0M | 0.23% | −1,934−0.6% | Reduced |
| National Bank of Canada | 331,856 | $28.5M | 0.05% | −18,671−5.3% | Reduced |
| Umb Bank N A | 319,307 | $28.2M | 0.45% | −11,591−3.5% | Reduced |
| M&T Bank Corp | 317,732 | $28.0M | 0.11% | +6,319+2.0% | Added |
| Cincinnati Financial Corp | 310,000 | $27.4M | 0.66% | 00.0% | Unchanged |
| Fifth Third Bancorp | 309,098 | $27.3M | 0.13% | +3,263+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 309,023 | $27.3M | 0.13% | +31,642+11.4% | Added |
| Advisors Capital Management, LLC | 307,288 | $27.1M | 0.69% | +11,063+3.7% | Added |
| Nordea Investment Management AB | 305,062 | $27.0M | 0.04% | +235,866+340.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 295,508 | $26.1M | 0.06% | +4,590+1.6% | Added |
| Jacobs Levy Equity Management, Inc | 293,584 | $25.9M | 0.15% | −279,905−48.8% | Reduced |
| Clark Capital Management Group, Inc. | 293,050 | $25.9M | 0.26% | +4,353+1.5% | Added |
| TD Asset Management Inc | 290,638 | $25.7M | 0.03% | −10,923−3.6% | Reduced |
| Mayflower Financial Advisors, LLC | 286,589 | $25.3M | 3.78% | +208+0.1% | Added |
| Comerica Bank | 285,322 | $25.2M | 0.13% | +284,192+25,149.7% | Added |
| State of Tennessee, Treasury Department | 276,282 | $24.4M | 0.10% | +155,818+129.3% | Added |
| Cohen & Steers, Inc. | 271,501 | $24.0M | 0.06% | −586,149−68.3% | Reduced |
| Graham Capital Management, L.P. | 269,086 | $23.7M | 0.71% | +257,676+2,258.3% | Added |
| Assenagon Asset Management S.A. | 267,947 | $23.6M | 0.08% | +89,259+50.0% | Added |
| Creative Planning | 259,380 | $22.9M | 0.03% | +30,763+13.5% | Added |
| Nomura Asset Management Co Ltd | 259,269 | $22.9M | 0.11% | −4,930−1.9% | Reduced |
| IFM Investors Pty Ltd | 257,968 | $22.8M | 0.30% | +14,004+5.7% | Added |
| Liberty One Investment Management, LLC | 254,743 | $22.5M | 3.26% | +12,379+5.1% | Added |
| MML Investors Services, LLC | 251,594 | $22.2M | 0.12% | −1,526−0.6% | Reduced |
| Bollard Group LLC | 248,026 | $21.9M | 0.81% | −20,257−7.6% | Reduced |
| Alps Advisors Inc | 247,883 | $21.9M | 0.18% | −19,339−7.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 242,639 | $21.4M | 1.96% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 241,519 | $21.3M | 0.48% | +9,607+4.1% | Added |
| CIBC Asset Management Inc | 239,557 | $21.1M | 0.09% | −2,520−1.0% | Reduced |
| STRS Ohio | 238,142 | $21.0M | 0.09% | −748−0.3% | Reduced |
| Jane Street Group, LLC | 234,926 | $20.7M | 0.03% | −97,665−29.4% | Reduced |
| Sabal Trust CO | 233,833 | $20.6M | 1.38% | −1,426−0.6% | Reduced |
| USS Investment Management Ltd | 226,336 | $20.0M | 0.22% | +15,316+7.3% | Added |
| Synovus Financial Corp | 226,115 | $20.0M | 0.23% | −10,307−4.4% | Reduced |
| Cetera Advisor Networks LLC | 225,768 | $19.9M | 0.13% | +8,436+3.9% | Added |
| Vestcor Inc | 219,048 | $19.3M | 0.71% | +7,345+3.5% | Added |
| Arizona State Retirement System | 218,135 | $19.3M | 0.16% | −2,151−1.0% | Reduced |
| Duff & Phelps Investment Management Co | 216,058 | $19.1M | 0.25% | +540.0% | Added |
| Davenport & Co LLC | 214,509 | $18.9M | 0.15% | +13,151+6.5% | Added |
| Bokf, NA | 212,753 | $18.9M | 0.42% | −5,889−2.7% | Reduced |
| Bruce & Co., Inc. | 213,890 | $18.9M | 6.43% | −46,429−17.8% | Reduced |
| State of Michigan Retirement System | 211,236 | $18.6M | 0.12% | −700−0.3% | Reduced |
| Cerity Partners LLC | 209,917 | $18.5M | 0.09% | −13,348−6.0% | Reduced |
| Guggenheim Capital LLC | 206,172 | $18.2M | 0.16% | +14,793+7.7% | Added |
| Millennium Management LLC | 205,559 | $18.1M | 0.02% | −91,826−30.9% | Reduced |
| First Republic Investment Management, Inc. | 203,729 | $18.0M | 0.05% | +203,729 | New |
| Stack Financial Management, Inc | 203,626 | $18.0M | 2.09% | +203,626 | New |
| Van Eck Associates Corp | 199,704 | $17.6M | 0.04% | −8,803−4.2% | Reduced |
| Huntington National Bank | 199,136 | $17.6M | 0.18% | −7,874−3.8% | Reduced |
| Thomasville National Bank | 197,913 | $17.5M | 1.72% | +6,205+3.2% | Added |
| American International Group, Inc. | 197,432 | $17.4M | 0.11% | −4,382−2.2% | Reduced |
| Calamos Advisors LLC | 196,981 | $17.4M | 0.09% | +905+0.5% | Added |
| Amalgamated Bank | 195,206 | $17.2M | 0.15% | −1,042−0.5% | Reduced |
| Godsey & Gibb Associates | 192,505 | $17.0M | 2.08% | +5,147+2.7% | Added |
| MetLife Investment Management | 190,634 | $16.8M | 0.13% | −4,977−2.5% | Reduced |
| Deprince Race & Zollo Inc | 186,259 | $16.4M | 0.40% | −1,589−0.8% | Reduced |
| Standard Life Aberdeen plc | 183,934 | $16.2M | 0.04% | −6,781−3.6% | Reduced |
| Public Sector Pension Investment Board | 179,533 | $15.8M | 0.12% | +10,162+6.0% | Added |
| Hyman Charles D | 176,691 | $15.6M | 1.01% | −204−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 176,696 | $15.6M | 0.29% | +52,621+42.4% | Added |
| Hudson Bay Capital Management LP | 175,699 | $15.5M | 0.15% | +175,699 | New |
| Dai-Ichi Life Insurance Company, Ltd | 175,632 | $15.5M | 0.34% | −18,000−9.3% | Reduced |
| Retirement Systems of Alabama | 174,264 | $15.4M | 0.07% | −887−0.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 170,482 | $15.0M | 0.61% | +2,561+1.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 169,071 | $14.9M | 0.07% | +169,071 | New |
| Oppenheimer Asset Management Inc. | 168,834 | $14.9M | 0.23% | −3,740−2.2% | Reduced |
| DekaBank Deutsche Girozentrale | 167,575 | $14.8M | 0.03% | +30,816+22.5% | Added |
| Royal London Asset Management Ltd | 166,593 | $14.7M | 0.05% | +18,842+12.8% | Added |
| Clarity Financial LLC | 165,912 | $14.6M | 2.51% | +48,832+41.7% | Added |
| Financial Counselors Inc | 163,164 | $14.4M | 0.29% | +229+0.1% | Added |
| Lockheed Martin Investment Management Co | 156,190 | $14.3M | 1.10% | −20,020−11.4% | Reduced |
| Tocqueville Asset Management L.P. | 162,030 | $14.3M | 0.27% | −108−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 160,355 | $14.2M | 0.14% | 00.0% | Unchanged |