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 2023
Institutional positions in Duke Energy CORP as of Dec 31, 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
- 1,899
- +153 vs. Q3 2023
- Shares held
- 502.4M
- +5.53M (+1.1%) vs. Q3 2023
- Total value
- $48.7B
- +$4.87B (+11.1%) vs. Q3 2023
- New holders
- 251
- 640 more added
- Sold out
- 98
- 788 more reduced
33 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 70,351,413 | $6.83B | 0.15% | +53,166+0.1% | Added |
| BlackRock Inc. | 58,023,990 | $5.63B | 0.14% | −506,397−0.9% | Reduced |
| State Street Corp | 41,695,621 | $4.05B | 0.20% | +796,690+1.9% | Added |
| Wellington Management Group LLP | 22,743,946 | $2.21B | 0.41% | −266,084−1.2% | Reduced |
| Massachusetts Financial Services Co | 18,699,484 | $1.81B | 0.59% | −584,412−3.0% | Reduced |
| Geode Capital Management, LLC | 15,434,198 | $1.49B | 0.16% | +260,323+1.7% | Added |
| FMR LLC | 11,281,950 | $1.09B | 0.08% | +4,076,509+56.6% | Added |
| Capital Research Global Investors | 11,141,020 | $1.08B | 0.27% | +509,039+4.8% | Added |
| Morgan Stanley | 10,385,375 | $1.01B | 0.09% | −82,641−0.8% | Reduced |
| Royal Bank of Canada | 8,890,696 | $862.5M | 0.21% | −467,318−5.0% | Reduced |
| Bank of America Corp | 8,454,751 | $820.4M | 0.09% | +200,707+2.4% | Added |
| Charles Schwab Investment Management Inc | 8,515,388 | $799.6M | 0.20% | +842,458+11.0% | Added |
| Franklin Resources Inc | 8,113,443 | $787.3M | 0.37% | +42,782+0.5% | Added |
| Northern Trust Corp | 7,671,641 | $744.5M | 0.13% | −247,269−3.1% | Reduced |
| Legal & General Group Plc | 6,750,343 | $655.1M | 0.20% | −208,821−3.0% | Reduced |
| Neuberger Berman Group LLC | 6,492,677 | $630.0M | 0.55% | +124,687+2.0% | Added |
| Federated Hermes, Inc. | 5,768,487 | $559.8M | 1.39% | −535,390−8.5% | Reduced |
| Bank of New York Mellon Corp | 5,521,944 | $535.8M | 0.11% | −190,038−3.3% | Reduced |
| American Century Companies Inc | 5,519,743 | $535.6M | 0.37% | +425,047+8.3% | Added |
| Invesco Ltd. | 4,736,224 | $459.6M | 0.11% | +40,322+0.9% | Added |
| California Public Employees Retirement System | 4,660,977 | $452.3M | 0.34% | −51,619−1.1% | Reduced |
| Macquarie Group Ltd | 4,349,708 | $422.1M | 0.49% | +3,505,451+415.2% | Added |
| Wells Fargo & Company | 3,954,331 | $383.7M | 0.11% | +180,393+4.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 3,884,649 | $377.1M | 0.89% | −290,303−7.0% | Reduced |
| State Farm Mutual Automobile Insurance Co | 3,569,308 | $346.4M | 0.33% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,203,053 | $310.8M | 0.03% | −40,738−1.3% | Reduced |
| Goldman Sachs Group Inc | 3,148,959 | $305.6M | 0.07% | −872,277−21.7% | Reduced |
| Barclays PLC | 3,006,373 | $291.7M | 0.15% | +1,547,868+106.1% | Added |
| UBS Asset Management Americas Inc | 2,935,614 | $284.9M | 0.11% | +241,621+9.0% | Added |
| Nuveen Asset Management, LLC | 2,766,686 | $272.8M | 0.09% | +619,525+28.9% | Added |
| Swiss National Bank | 2,409,941 | $233.9M | 0.17% | −68,800−2.8% | Reduced |
| Envestnet Asset Management Inc | 2,351,533 | $228.2M | 0.09% | +84,227+3.7% | Added |
| Ensign Peak Advisors, Inc | 2,249,601 | $218.3M | 0.43% | −417,755−15.7% | Reduced |
| UBS Group AG | 2,054,765 | $199.4M | 0.08% | −72,158−3.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,960,522 | $190.2M | 0.14% | −1,662−0.1% | Reduced |
| Capital Wealth Planning, LLC | 1,942,060 | $188.5M | 2.16% | −344,355−15.1% | Reduced |
| Cullen Capital Management LLC | 1,900,591 | $184.4M | 2.74% | −659,016−25.7% | Reduced |
| Raymond James & Associates | 1,888,553 | $183.3M | 0.14% | +139,235+8.0% | Added |
| First Trust Advisors LP | 1,876,929 | $182.1M | 0.20% | −252,850−11.9% | Reduced |
| Amundi | 1,749,220 | $173.3M | 0.08% | +180,852+11.5% | Added |
| Dimensional Fund Advisors LP | 1,566,508 | $152.0M | 0.04% | +25,405+1.6% | Added |
| LPL Financial LLC | 1,561,954 | $151.6M | 0.09% | +68,873+4.6% | Added |
| National Pension Service | 1,521,555 | $147.7M | 0.21% | +43,205+2.9% | Added |
| Bank of Montreal | 1,503,299 | $146.4M | 0.08% | +223,851+17.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,450,083 | $140.7M | 1.02% | +23,175+1.6% | Added |
| APG Asset Management N.V. | 1,582,651 | $139.0M | 0.27% | +96,636+6.5% | Added |
| Bessemer Group Inc | 1,418,895 | $137.7M | 0.27% | −70.0% | Reduced |
| Rhumbline Advisers | 1,386,169 | $134.5M | 0.14% | −6,258−0.4% | Reduced |
| Canada Pension Plan Investment Board | 1,293,661 | $125.5M | 0.16% | −103,000−7.4% | Reduced |
| Two Sigma Investments, LP | 1,232,367 | $119.6M | 0.29% | −529,895−30.1% | Reduced |
| Ameriprise Financial Inc | 1,213,558 | $117.9M | 0.04% | −35,326−2.8% | Reduced |
| Price T Rowe Associates Inc | 1,187,181 | $115.2M | 0.02% | +23,213+2.0% | Added |
| Caisse de Depot Et Placement du Quebec | 1,142,669 | $110.9M | 0.28% | +1,046,769+1,091.5% | Added |
| California State Teachers Retirement System | 1,099,391 | $106.7M | 0.15% | −36,598−3.2% | Reduced |
| HSBC Holdings PLC | 1,090,159 | $105.6M | 0.10% | +84,584+8.4% | Added |
| Nordea Investment Management AB | 1,044,174 | $101.3M | 0.13% | +739,112+242.3% | Added |
| Empower Advisory Group, LLC | 1,017,307 | $98.7M | 0.39% | −16,177−1.6% | Reduced |
| Great Lakes Advisors, LLC | 1,000,884 | $97.1M | 0.93% | −276,658−21.7% | Reduced |
| Maple-Brown Abbott Ltd | 994,660 | $96.5M | 9.83% | −76,200−7.1% | Reduced |
| Mariner, LLC | 984,819 | $95.6M | 0.23% | −9,965−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 955,608 | $92.7M | 0.06% | −94,496−9.0% | Reduced |
| New York State Common Retirement Fund | 923,962 | $89.7M | 0.12% | −90,777−8.9% | Reduced |
| Principal Financial Group Inc | 920,256 | $89.3M | 0.06% | −3,710−0.4% | Reduced |
| Thrivent Financial for Lutherans | 899,130 | $87.3M | 0.19% | −123,420−12.1% | Reduced |
| Russell Investments Group, Ltd. | 891,634 | $86.5M | 0.15% | +13,668+1.6% | Added |
| Truist Financial Corp | 889,657 | $86.3M | 0.14% | −83,366−8.6% | Reduced |
| Alliancebernstein L.P. | 887,107 | $86.1M | 0.03% | −193,789−17.9% | Reduced |
| Credit Suisse AG | 837,411 | $81.3M | 0.08% | −13,301−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 835,043 | $81.0M | 0.17% | +30,200+3.8% | Added |
| Victory Capital Management Inc | 823,334 | $79.9M | 0.08% | −182,770−18.2% | Reduced |
| Deutsche Bank AG | 820,553 | $79.6M | 0.04% | +4,894+0.6% | Added |
| Morningstar Investment Services LLC | 789,612 | $76.5M | 0.43% | +387,038+96.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 770,507 | $76.1M | 0.13% | +53,515+7.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 780,505 | $75.7M | 0.12% | +5,151+0.7% | Added |
| New York State Teachers Retirement System | 758,872 | $73.6M | 0.16% | −6,023−0.8% | Reduced |
| Stifel Financial Corp | 740,878 | $71.9M | 0.09% | −4,854−0.7% | Reduced |
| Two Sigma Advisers, LP | 733,100 | $71.1M | 0.17% | +178,900+32.3% | Added |
| AQR Capital Management LLC | 700,284 | $67.6M | 0.13% | +54,666+8.5% | Added |
| Reaves W H & Co Inc | 695,257 | $67.5M | 2.45% | −221,178−24.1% | Reduced |
| Advisor Group Holdings, Inc. | 690,364 | $67.0M | 0.12% | −249,140−26.5% | Reduced |
| Fort Washington Investment Advisors Inc | 678,106 | $65.8M | 0.46% | +5,156+0.8% | Added |
| Penserra Capital Management LLC | 651,004 | $63.2M | 1.19% | −323,767−33.2% | Reduced |
| BNP Paribas Arbitrage, SA | 635,919 | $61.7M | 0.11% | +289,748+83.7% | Added |
| Natixis Advisors, L.P. | 633,192 | $61.4M | 0.16% | +44,772+7.6% | Added |
| Janney Montgomery Scott LLC | 624,458 | $60.6M | 0.20% | +17,525+2.9% | Added |
| Bartlett & Co. Wealth Management LLC | 614,957 | $59.6M | 0.97% | +5,425+0.9% | Added |
| Bartlett & Co. LLC | 614,957 | $59.6M | 0.97% | +5,425+0.9% | Added |
| Captrust Financial Advisors | 597,391 | $58.0M | 0.20% | +168,203+39.2% | Added |
| Prudential Financial Inc | 603,815 | $57.9M | 0.09% | −104,310−14.7% | Reduced |
| The PNC Financial Services Group, Inc. | 575,691 | $55.9M | 0.04% | −2,969−0.5% | Reduced |
| Baird Financial Group, Inc. | 569,441 | $55.3M | 0.13% | +1,119+0.2% | Added |
| Old Republic International Corporation | 560,731 | $54.4M | 2.05% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 558,229 | $54.2M | 0.10% | +14,458+2.7% | Added |
| SEI Investments Co | 547,406 | $53.1M | 0.09% | +75,958+16.1% | Added |
| Citigroup Inc | 529,561 | $51.4M | 0.07% | −294,478−35.7% | Reduced |
| HighTower Advisors, LLC | 529,521 | $51.4M | 0.09% | −16,880−3.1% | Reduced |
| Epoch Investment Partners, Inc. | 523,696 | $50.8M | 0.23% | −18,061−3.3% | Reduced |
| Cincinnati Insurance Co | 523,600 | $50.8M | 0.91% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 523,387 | $50.8M | 0.08% | +77,770+17.5% | Added |
| Korea Investment CORP | 523,339 | $50.8M | 0.13% | +52,672+11.2% | Added |