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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
Pacific Capital Wealth Advisors, Inc317$30.8K0.01%+317New
FSC Wealth Advisors, LLC323$31.3K0.02%00.0%Unchanged
Covestor Ltd329$32.0K0.02%+8+2.5%Added
Lee Financial Co333$32.3K0.01%00.0%Unchanged
Tortoise Investment Management, LLC334$32.4K0.00%00.0%Unchanged
Lipe & Dalton343$33.0K0.02%00.0%Unchanged
WFA Asset Management Corp341$33.1K0.02%−776−69.5%Reduced
First Community Trust NA348$33.8K0.04%00.0%Unchanged
TFC Financial Management349$33.9K0.01%+26+8.0%Added
Acima Private Wealth, LLC368$35.7K0.01%00.0%Unchanged
McIlrath & Eck, LLC392$38.0K0.01%00.0%Unchanged
Creekmur Asset Management LLC398$38.6K0.01%+398New
Compass Wealth Management LLC400$38.8K0.01%00.0%Unchanged
EdgeRock Capital LLC411$39.6K0.03%+411New
Horrell Capital Management, Inc.425$41.0K0.01%00.0%Unchanged
Motco428$41.5K0.00%−196−31.4%Reduced
Impact Partnership Wealth, LLC432$41.9K0.02%−1,290−74.9%Reduced
FSA Wealth Management LLC437$42.0K0.02%+437New
Missouri Trust & Investment Co471$45.7K0.02%+175+59.1%Added
Rational Advisors LLC472$45.8K0.00%00.0%Unchanged
Canton Hathaway, LLC471$46.0K0.01%00.0%Unchanged
Livelsberger Financial Advisory495$48.0K0.04%+495New
Kelly Financial Services LLC498$48.3K0.02%−2−0.4%Reduced
Focused Wealth Management, Inc499$48.5K0.01%+3+0.6%Added
Hussman Strategic Advisors, Inc.500$48.5K0.01%00.0%Unchanged
Lummis Asset Management, LP500$48.5K0.04%+500New
Stuart Chaussee & Associates, Inc.514$49.9K0.01%−69−11.8%Reduced
Delta Asset Management LLC518$50.3K0.00%+322+164.3%Added
Foster Dykema Cabot & Partners, LLC519$50.4K0.01%+519New
Core Alternative Capital540$52.4K0.01%−280−34.1%Reduced
Trivant Custom Portfolio Group, LLC550$53.4K0.04%00.0%Unchanged
Princeton Global Asset Management LLC560$54.3K0.01%00.0%Unchanged
BOK Financial Private Wealth, Inc.563$54.6K0.00%+61+12.2%Added
Bellevue Asset Management, LLC573$55.6K0.05%−51−8.2%Reduced
GHP Investment Advisors, Inc.574$55.7K0.00%+3+0.5%Added
Oliver Lagore Vanvalin Investment Group579$56.2K0.02%00.0%Unchanged
Emfo, LLC584$56.7K0.05%00.0%Unchanged
Abound Wealth Management584$56.7K0.02%+12+2.1%Added
Davis Capital Management585$56.8K0.05%+585New
RE Dickinson Investment Advisors, LLC587$57.0K0.04%00.0%Unchanged
Northwest Bank & Trust Co588$57.1K0.05%+588New
Spartan Planning & Wealth Management594$57.6K0.06%+592+29,600.0%Added
Investment Research & Advisory Group, Inc.602$58.4K0.03%+4+0.7%Added
Macroview Investment Management LLC627$60.9K0.07%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.636$61.7K0.03%00.0%Unchanged
Northwest Financial Advisors643$62.4K0.05%+643New
Pineridge Advisors LLC649$62.9K0.02%+649New
Perkins Coie Trust Co649$63.0K0.02%−27−4.0%Reduced
Wellington Shields Capital Management, LLC649$63.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC664$64.4K0.01%+5+0.8%Added
Edmond de Rothschild Holding S.A.667$64.7K0.00%00.0%Unchanged
Westside Investment Management, Inc.671$65.1K0.02%00.0%Unchanged
AJOVista, LLC694$67.3K0.09%+694New
Towarzystwo Funduszy Inwestycyjnych Pzu SA695$67.4K0.03%+695New
Boyd Watterson Asset Management LLC697$67.6K0.03%00.0%Unchanged
Cassady Schiller Wealth Management, LLC714$69.3K0.03%−57−7.4%Reduced
Luken Investment Analytics, LLC721$70.0K0.04%00.0%Unchanged
Bruce G. Allen Investments, LLC732$71.0K0.06%+732New
PFS Partners, LLC735$71.3K0.05%+435+145.0%Added
Moisand Fitzgerald Tamayo, LLC763$74.0K0.01%−85−10.0%Reduced
Capital Advisors, Ltd. LLC770$75.0K0.01%−92−10.7%Reduced
Global Trust Asset Management, LLC784$76.1K0.03%+50+6.8%Added
McGlone Suttner Wealth Management, Inc.793$77.0K0.02%+793New
Avalon Trust Co800$77.6K0.01%00.0%Unchanged
Louisbourg Investments Inc.800$77.6K0.02%+800New
Laffer Tengler Investments817$79.3K0.02%+61+8.1%Added
Ameliora Wealth Management Ltd.831$80.6K0.04%−110−11.7%Reduced
Plante Moran Financial Advisors, LLC834$80.9K0.01%−345−29.3%Reduced
Centerpoint Advisors, LLC832$81.0K0.03%+42+5.3%Added
Lazard Asset Management LLC858$83.0K0.00%−3,708−81.2%Reduced
American State Bank (Iowa)874$84.8K0.05%00.0%Unchanged
Kozak & Associates, Inc.884$86.7K0.03%+9+1.0%Added
Virtus Investment Advisers, Inc.899$87.2K0.07%00.0%Unchanged
Platinum Investment Management Ltd909$88.2K0.00%+682+300.4%Added
Greenwood Gearhart Inc917$89.0K0.01%+917New
Highlander Capital Management, LLC929$90.2K0.03%00.0%Unchanged
Dividend Assets Capital, LLC955$93.0K0.02%−198−17.2%Reduced
Coston, McIsaac & Partners971$94.0K0.03%+3+0.3%Added
GPS Wealth Strategies Group, LLC999$96.9K0.02%00.0%Unchanged
Mechanics Financial Corp1,000$97.0K0.05%00.0%Unchanged
Byrne Asset Management LLC–$98.0K0.07%––
Piscataqua Savings Bank1,029$99.9K0.09%00.0%Unchanged
Advantage Trust Co1,029$99.9K0.08%+1,029New
Addison Advisors LLC1,033$100.2K0.04%00.0%Unchanged
Cherry Tree Wealth Management, LLC1,042$101.1K0.03%+9+0.9%Added
Federation des caisses Desjardins du Quebec1,056$102.5K0.00%−50−4.5%Reduced
Key Financial Inc1,058$102.7K0.03%−175−14.2%Reduced
Main Street Group, LTD1,076$104.5K0.04%+1,076New
AllSquare Wealth Management LLC1,082$105.0K0.06%00.0%Unchanged
Blue Chip Partners, Inc.1,096$106.4K0.01%+1,096New
Atticus Wealth Management, LLC1,103$107.0K0.04%−8−0.7%Reduced
Security National Bank1,116$108.3K0.02%+1,116New
Scarborough Advisors, LLC1,127$109.4K0.02%+1,127New
New Millennium Group LLC1,129$109.6K0.10%+10+0.9%Added
Fortis Group Advisors, LLC1,140$110.6K0.03%+570+100.0%Added
Toth Financial Advisory Corp1,167$113.3K0.02%+10+0.9%Added
Webster Bank, N. A.1,175$114.0K0.01%+195+19.9%Added
S.A. Mason LLC1,203$116.7K0.08%00.0%Unchanged
Ruedi Wealth Management, Inc.1,207$117.1K0.06%00.0%Unchanged
Tyler-Stone Wealth Management1,233$119.6K0.06%+3+0.2%Added