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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
1,898
+152 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
250
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
LCM Capital Management Inc2,216$215.0K0.16%+2,216New
Forum Financial Management, LP2,216$215.1K0.00%−258−10.4%Reduced
Xcel Wealth Management, LLC2,217$215.2K0.08%+2,217New
Charter Research & Investment Group, Inc.2,225$215.9K0.18%+2,225New
Alternative Investment Advisors, LLC.2,226$215.9K0.14%+2,226New
AAFCPAs Wealth Management, LLC2,225$215.9K0.13%+2,225New
Larson Financial Group LLC2,227$216.1K0.02%+3+0.1%Added
Matrix Private Capital Group LLC2,233$216.7K0.16%+2,233New
David Loasby2,201$216.9K0.02%−827−27.3%Reduced
Clear Creek Financial Management, LLC2,238$217.2K0.03%−226−9.2%Reduced
Keel Point, LLC2,239$217.3K0.03%+2,239New
Asset Advisors Investment Management, LLC2,250$218.3K0.03%−1,514−40.2%Reduced
LexAurum Advisors, LLC2,251$218.4K0.06%−150−6.2%Reduced
Farmers & Merchants Trust Co of Chambersburg PA2,257$219.0K0.11%−125−5.2%Reduced
Howard Wealth Management, LLC2,259$219.2K0.18%+2,259New
Cubic Asset Management, LLC2,263$219.6K0.06%+2,263New
Arden Trust Co2,266$219.9K0.03%−500−18.1%Reduced
Barlow Wealth Partners, Inc.2,269$220.2K0.03%+2,269New
Mainsail Asset Management, LLC2,270$220.3K0.20%+2,270New
Evergreen Capital Management LLC2,273$220.6K0.01%−6,441−73.9%Reduced
TrueWealth Advisors, LLC2,286$221.8K0.09%+17+0.7%Added
Essex Investment Management Co LLC2,291$222.3K0.04%00.0%Unchanged
Main Street Financial Solutions, LLC2,292$222.4K0.03%+2,292New
Fairfield, Bush & Co.2,292$222.4K0.13%+2,292New
Arkfeld Wealth Strategies, L.L.C.2,245$222.4K0.15%+2,245New
Lazari Capital Management, Inc.2,293$222.6K0.13%+21+0.9%Added
Kohmann Bosshard Financial Services, LLC2,296$222.8K0.03%00.0%Unchanged
Bridge Creek Capital Management LLC2,307$223.9K0.08%00.0%Unchanged
Donald L. Hagan, LLC2,312$224.4K0.12%+2,312New
Western Pacific Wealth Management, LP2,326$225.8K0.16%+657+39.4%Added
Lokken Investment Group LLC2,328$225.9K0.13%+2,328New
Eqis Capital Management, Inc.2,338$226.8K0.02%−193−7.6%Reduced
Appleton Partners Inc2,335$227.0K0.02%−26−1.1%Reduced
Michael B. Yongue2,355$228.5K0.20%00.0%Unchanged
Northstar Advisory Group, LLC2,365$229.5K0.14%+10.0%Added
McRae Capital Management Inc2,366$229.6K0.06%−373−13.6%Reduced
Blueprint Investment Partners LLC2,370$230.0K0.06%+2,370New
Wealth Quarterback LLC2,375$230.4K0.14%−53−2.2%Reduced
S. R. Schill & Associates2,375$230.5K0.10%00.0%Unchanged
Lindbrook Capital, LLC2,375$230.5K0.02%+273+13.0%Added
River Wealth Advisors LLC2,385$231.5K0.04%+2,385New
Union Savings Bank2,388$231.7K0.13%+233+10.8%Added
Joule Financial, LLC2,389$231.8K0.11%+2,389New
Baron Wealth Management LLC2,398$232.7K0.13%+2,398New
Penn Mutual Asset Management, LLC2,400$232.9K0.18%00.0%Unchanged
United Asset Strategies, Inc.2,408$233.6K0.03%+117+5.1%Added
Annex Advisory Services, LLC2,414$234.3K0.01%−499−17.1%Reduced
Royal Capital Wealth Management, LLC2,416$234.4K0.20%00.0%Unchanged
Armstrong, Fleming & Moore, Inc2,417$234.5K0.18%00.0%Unchanged
Fiduciary Alliance LLC2,419$234.7K0.05%+2,419New
Allegiance Financial Group Advisory Services LLC2,421$235.0K0.11%00.0%Unchanged
Lockerman Financial Group, Inc.2,428$235.6K0.54%+2,428New
Allegheny Financial Group LTD2,429$235.7K0.08%+5+0.2%Added
Bridges Investment Management Inc2,429$235.7K0.01%00.0%Unchanged
Elmwood Wealth Management, Inc.2,435$236.3K0.17%−409−14.4%Reduced
M. Kraus & Co2,445$237.3K0.08%−37−1.5%Reduced
FRG Family Wealth Advisors LLC2,450$237.7K0.05%00.0%Unchanged
Cook Wealth Management Group LLC2,515$237.8K0.15%−150−5.6%Reduced
Pallas Capital Advisors LLC2,451$237.8K0.01%−16−0.6%Reduced
Clarus Group, Inc.2,451$237.9K0.18%−63−2.5%Reduced
Partners Capital Investment Group, LLP2,456$238.3K0.01%−171−6.5%Reduced
Weatherly Asset Management L. P.2,462$238.9K0.03%+2+0.1%Added
Red Wave Investments LLC2,464$239.1K0.09%+159+6.9%Added
JJJ Advisors Inc.2,467$239.4K0.06%+1,329+116.8%Added
Allstate Corp2,467$239.4K0.02%+193+8.5%Added
Bath Savings Trust Co2,469$239.6K0.03%−225−8.4%Reduced
Pflug Koory, LLC2,469$239.6K0.13%−17−0.7%Reduced
Proficio Capital Partners LLC2,471$239.8K0.03%−297−10.7%Reduced
Edgemoor Investment Advisors, Inc.2,474$240.1K0.03%00.0%Unchanged
Peoples Bank2,477$240.4K0.19%−75−2.9%Reduced
L2 Asset Management, LLC2,490$241.6K0.10%+2,490New
Occudo Quantitative Strategies LP2,492$241.8K0.03%+2,492New
Shayne & Co., LLC2,500$242.6K0.08%00.0%Unchanged
Calton & Associates, Inc.2,501$242.7K0.10%−222−8.2%Reduced
Schulz Wealth, LTD.2,505$243.1K0.23%+2,505New
Summit X, LLC2,511$243.6K0.07%+44+1.8%Added
Berkshire Bank2,516$244.2K0.06%+2,516New
Horan Capital Advisors, LLC.2,522$244.7K0.09%−58−2.2%Reduced
Hudson Value Partners, LLC2,525$245.0K0.11%00.0%Unchanged
Canopy Partners, LLC2,529$245.4K0.15%+2,529New
Custom Portfolio Group LLC2,574$245.9K0.22%+2,574New
Advisor Resource Council2,534$245.9K0.03%+2,534New
Vantage Financial Partners, LLC2,548$247.3K0.07%−129−4.8%Reduced
NorthStar Asset Management LLC2,549$247.3K0.23%+2,549New
Sittner & Nelson, LLC2,551$247.5K0.13%00.0%Unchanged
Grandfield & Dodd, LLC2,551$247.5K0.02%00.0%Unchanged
Beirne Wealth Consulting Services, LLC2,553$247.8K0.12%+54+2.2%Added
Tilia Fiduciary Partners, Inc.2,554$247.9K0.23%−162−6.0%Reduced
M&R Capital Management Inc2,557$248.1K0.06%+76+3.1%Added
VeraBank, N.A.2,563$248.7K0.08%+62+2.5%Added
Citizens National Bank Trust Department2,577$250.1K0.06%00.0%Unchanged
Partnership Wealth Management, LLC2,612$250.3K0.19%+2,612New
Rossmore Private Capital2,584$250.8K0.04%00.0%Unchanged
Nicolet Bankshares Inc2,593$251.6K0.07%00.0%Unchanged
First Nebraska Trust Co2,593$251.6K0.03%00.0%Unchanged
Northern Oak Wealth Management Inc2,598$252.1K0.03%−255−8.9%Reduced
Nwam LLC2,604$252.7K0.02%−27−1.0%Reduced
Waterloo Capital, L.P.2,623$254.5K0.04%+2,623New
Congress Wealth Management LLC2,685$254.7K0.00%+2,685New
HHM Wealth Advisors, LLC2,627$254.9K0.04%+230+9.6%Added