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Livermore
Livermore
ZHEN

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; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.

Other share classesDUKBDUKUDUK.PA

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.

Institutional holdersQ4 2023: 1,899 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ4 2023: $48.7B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q3 2023.

Institutions holding DUK in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$140.00%0New
Frank, Rimerman Advisors LLC7$6790.00%+7New
Delos Wealth Advisors, LLC7$6800.00%−125−94.7%Reduced
Valued Wealth Advisors LLC8$7070.00%+8New
Trifecta Capital Advisors, LLC13$1.26K0.00%−14−51.9%Reduced
Eagle Bay Advisors LLC17$1.65K0.00%00.0%Unchanged
Guardian Wealth Management, Inc.21$2.06K0.00%+21New
Eukles Asset Management28$2.72K0.00%−260−90.3%Reduced
Team Financial Group, LLC28$2.76K0.00%00.0%Unchanged
WealthCollab, LLC31$3.01K0.00%+31New
Tower View Investment Management & Research LLC37$4.00K0.00%+37New
Able Wealth Management LLC42$4.12K0.00%+42New
Dunhill Financial, LLC49$4.78K0.00%+49New
Granite FO LLC50$4.85K0.00%00.0%Unchanged
General Partner, Inc.51$4.95K0.00%00.0%Unchanged
Caitlin John, LLC61$5.92K0.00%+61New
Pin Oak Investment Advisors Inc63$6.00K0.01%00.0%Unchanged
Aspect Partners, LLC63$6.11K0.00%+63New
CGC Financial Services, LLC66$6.41K0.00%00.0%Unchanged
AXS Investments LLC70$6.79K0.00%−18−20.5%Reduced
Winch Advisory Services, LLC71$6.88K0.00%+1+1.4%Added
Cordant, Inc.77$7.47K0.00%+77New
USAdvisors Wealth Management, LLC10,000$8.00K0.00%+10,000New
McClarren Financial Advisors, Inc.87$8.00K0.01%+87New
Long Island Wealth Management, Inc.85$8.00K0.01%+85New
POM Investment Strategies, LLC83$8.03K0.01%+83New
Planning Capital Management Corp84$8.15K0.01%+84New
GoalVest Advisory LLC90$8.73K0.00%+70+350.0%Added
Bourgeon Capital Management LLC93$9.03K0.00%00.0%Unchanged
Clean Yield Group100$9.70K0.00%+100New
Chilton Capital Management LLC101$9.80K0.00%−174−63.3%Reduced
Core Wealth Advisors, Inc.101$9.80K0.00%+101New
Provence Wealth Management Group107$10.4K0.01%00.0%Unchanged
West Financial Advisors, LLC108$10.5K0.00%−51−32.1%Reduced
Red Tortoise LLC109$10.6K0.01%−52−32.3%Reduced
Retirement Group, LLC111$10.8K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.113$11.0K0.00%+113New
Raffa Wealth Management, LLC114$11.1K0.00%00.0%Unchanged
Private Ocean, LLC123$11.9K0.00%00.0%Unchanged
Cutler Group LP125$12.0K0.00%−2,413−95.1%Reduced
Benjamin Edwards Inc123$12.0K0.00%+32+35.2%Added
Transcendent Capital Group LLC130$12.6K0.01%+130New
TSFG, LLC136$13.0K0.00%−146−51.8%Reduced
Avion Wealth131$13.0K0.00%−109−45.4%Reduced
Frazier Financial Advisors, LLC137$13.3K0.01%+137New
Ramirez Asset Management, Inc.144$14.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC145$14.1K0.00%−18−11.0%Reduced
Cornerstone Planning Group LLC148$14.3K0.00%−37−20.0%Reduced
Viking Fund Management LLC150$14.6K0.00%−48,000−99.7%Reduced
Financial Synergies Wealth Advisors, Inc.142$14.6K0.00%00.0%Unchanged
MidAtlantic Capital Management, Inc.155$15.0K0.01%+155New
Orion Capital Management LLC159$15.4K0.01%00.0%Unchanged
Headlands Technologies LLC161$15.6K0.00%−279−63.4%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP168$16.1K0.00%−115−40.6%Reduced
Signature Resources Capital Management, LLC166$16.1K0.01%+166New
American Capital Advisory, LLC166$16.1K0.01%+166New
Cedar Wealth Management, LLC167$16.2K0.01%00.0%Unchanged
Financial Perspectives, Inc168$16.3K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC175$17.0K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC172$17.0K0.02%00.0%Unchanged
DHJJ Financial Advisors, Ltd.180$17.5K0.01%00.0%Unchanged
True Wealth Design, LLC183$17.7K0.00%+60+48.8%Added
Financial Connections Group, Inc.187$18.0K0.01%00.0%Unchanged
SJS Investment Consulting Inc.187$18.1K0.00%−2−1.1%Reduced
DT Investment Partners, LLC190$18.2K0.00%00.0%Unchanged
Financial Freedom, LLC192$18.6K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC197$19.1K0.01%00.0%Unchanged
Millburn Ridgefield Corp198$19.2K0.00%−36−15.4%Reduced
Catalyst Capital Advisors LLC198$19.2K0.00%−36−15.4%Reduced
Activest Wealth Management200$19.4K0.01%+200New
SOA Wealth Advisors, LLC.201$19.5K0.00%+1+0.5%Added
Perritt Capital Management Inc201$19.5K0.01%+2+1.0%Added
Bradley & Co. Private Wealth Management, LLC212$20.6K0.02%00.0%Unchanged
Halpern Financial, Inc.215$21.2K0.01%+92+74.8%Added
Fortitude Family Office, LLC225$21.8K0.02%+225New
St. Johns Investment Management Company, LLC226$22.0K0.01%00.0%Unchanged
Sachetta, LLC229$22.2K0.01%+229New
First Pacific Financial234$22.7K0.01%00.0%Unchanged
Richard W. Paul & Associates, LLC242$23.5K0.01%−54−18.2%Reduced
Neo Ivy Capital Management250$24.0K0.05%+250New
Operose Advisors LLC248$24.1K0.01%−620−71.4%Reduced
Versant Capital Management, Inc251$24.4K0.01%−180−41.8%Reduced
Tennessee Valley Asset Management Partners251$24.4K0.01%+251New
Mascoma Wealth Management LLC262$25.4K0.01%00.0%Unchanged
Chesapeake Asset Management LLC264$25.7K0.02%+125+89.9%Added
Legend Financial Advisors, Inc.266$25.8K0.02%00.0%Unchanged
Altshuler Shaham Ltd271$26.3K0.00%+271New
Private Wealth Management Group, LLC271$26.3K0.01%+271New
JNBA Financial Advisors276$26.8K0.00%−36−11.5%Reduced
Bell Investment Advisors, Inc281$27.3K0.01%−93−24.9%Reduced
O'Dell Group, LLC283$27.5K0.01%+283New
Horizon Bancorp Inc284$28.0K0.01%00.0%Unchanged
CKW Financial Group288$28.0K0.00%00.0%Unchanged
Pacifica Partners Inc.311$28.8K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC299$29.0K0.01%00.0%Unchanged
Global Financial Private Client, LLC300$29.1K0.01%00.0%Unchanged
West Tower Group, LLC301$29.2K0.06%+301New
Norwood Financial Corp303$29.4K0.04%00.0%Unchanged
GW&K Investment Management, LLC308$30.0K0.00%−47−13.2%Reduced
Global Wealth Strategies & Associates317$30.8K0.01%00.0%Unchanged