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
- 1,898
- +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.
| 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, 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 |
|---|---|---|---|---|---|
| Edgar Lomax Co | 468,826 | $45.5M | 2.97% | −8,565−1.8% | Reduced |
| Toronto Dominion Bank | 466,021 | $45.2M | 0.07% | −7,481−1.6% | Reduced |
| Pictet Asset Management Holding SA | 455,421 | $44.2M | 0.05% | −76,754−14.4% | Reduced |
| State of New Jersey Common Pension Fund D | 446,186 | $43.3M | 0.15% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 436,113 | $42.3M | 0.09% | −330,200−43.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 433,820 | $42.1M | 0.15% | −2,781−0.6% | Reduced |
| Cbre Clarion Securities LLC | 431,508 | $41.9M | 0.76% | +431,508 | New |
| Wealth Enhancement Advisory Services, LLC | 421,751 | $40.9M | 0.12% | +3,627+0.9% | Added |
| US Bancorp | 419,812 | $40.7M | 0.06% | −276−0.1% | Reduced |
| State of Wisconsin Investment Board | 412,761 | $40.1M | 0.11% | +2,709+0.7% | Added |
| Public Employees Retirement System of Ohio | 409,987 | $39.8M | 0.16% | −15,403−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 392,546 | $38.1M | 0.06% | −67,940−14.8% | Reduced |
| Vaughan David Investments LLC | 391,725 | $38.0M | 1.04% | +25,196+6.9% | Added |
| Asset Management One Co.,Ltd. | 391,257 | $37.9M | 0.15% | −11,288−2.8% | Reduced |
| Great West Life Assurance Co | 389,957 | $37.7M | 0.08% | −1,270−0.3% | Reduced |
| Voya Investment Management LLC | 385,092 | $37.4M | 0.04% | −6,180−1.6% | Reduced |
| Brandywine Global Investment Management, LLC | 383,548 | $37.2M | 0.30% | −18,605−4.6% | Reduced |
| Crawford Investment Counsel Inc | 369,191 | $35.8M | 0.72% | +8,758+2.4% | Added |
| National Bank of Canada | 351,469 | $34.5M | 0.06% | +19,613+5.9% | Added |
| Gabelli Funds LLC | 354,600 | $34.4M | 0.26% | −13,238−3.6% | Reduced |
| State of Tennessee, Treasury Department | 351,668 | $34.1M | 0.13% | +75,386+27.3% | Added |
| WestEnd Advisors, LLC | 347,623 | $33.7M | 0.92% | −24,907−6.7% | Reduced |
| CI Private Wealth, LLC | 344,152 | $33.4M | 0.06% | −10,972−3.1% | Reduced |
| Treasurer of the State of North Carolina | 342,235 | $33.2M | 0.16% | +3,350+1.0% | Added |
| Magellan Asset Management Ltd | 335,217 | $32.5M | 0.32% | +5,569+1.7% | Added |
| TD Asset Management Inc | 322,911 | $31.3M | 0.03% | +32,273+11.1% | Added |
| Standard Life Aberdeen plc | 317,461 | $30.8M | 0.07% | +133,527+72.6% | Added |
| M&T Bank Corp | 314,554 | $30.5M | 0.11% | −3,178−1.0% | Reduced |
| Advisors Capital Management, LLC | 312,715 | $30.3M | 0.62% | +5,427+1.8% | Added |
| Susquehanna International Group, LLP | 311,827 | $30.3M | 0.05% | −557,821−64.1% | Reduced |
| Cincinnati Financial Corp | 310,000 | $30.1M | 0.66% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 304,462 | $29.5M | 0.13% | −4,561−1.5% | Reduced |
| Fifth Third Bancorp | 299,023 | $29.0M | 0.12% | −10,075−3.3% | Reduced |
| Comerica Bank | 295,912 | $28.7M | 0.13% | +10,590+3.7% | Added |
| MML Investors Services, LLC | 290,389 | $28.2M | 0.13% | +38,795+15.4% | Added |
| Mayflower Financial Advisors, LLC | 286,360 | $27.8M | 3.84% | −229−0.1% | Reduced |
| Clark Capital Management Group, Inc. | 284,815 | $27.6M | 0.23% | −8,235−2.8% | Reduced |
| Cohen & Steers, Inc. | 277,184 | $26.9M | 0.05% | +5,683+2.1% | Added |
| Commerce Bank | 273,242 | $26.5M | 0.19% | −55,016−16.8% | Reduced |
| Foundry Partners, LLC | 271,989 | $26.4M | 1.59% | −73,557−21.3% | Reduced |
| Pinebridge Investments, L.P. | 263,881 | $25.6M | 0.24% | +168,621+177.0% | Added |
| Liberty One Investment Management, LLC | 263,124 | $25.5M | 3.15% | +8,381+3.3% | Added |
| Nomura Asset Management Co Ltd | 261,931 | $25.4M | 0.11% | +2,662+1.0% | Added |
| IFM Investors Pty Ltd | 255,975 | $24.8M | 0.30% | −1,993−0.8% | Reduced |
| Jane Street Group, LLC | 255,875 | $24.8M | 0.03% | +20,949+8.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 253,006 | $24.6M | 0.05% | −42,502−14.4% | Reduced |
| Duff & Phelps Investment Management Co | 252,058 | $24.5M | 0.29% | +36,000+16.7% | Added |
| Hudson Bay Capital Management LP | 247,689 | $24.0M | 0.21% | +71,990+41.0% | Added |
| Cetera Advisor Networks LLC | 242,640 | $23.5M | 0.13% | +16,872+7.5% | Added |
| Fukoku Mutual Life Insurance Co | 242,639 | $23.5M | 1.96% | 00.0% | Unchanged |
| Creative Planning | 242,509 | $23.5M | 0.04% | −16,871−6.5% | Reduced |
| Umb Bank N A | 242,001 | $23.5M | 0.34% | −77,306−24.2% | Reduced |
| Bollard Group LLC | 236,470 | $22.9M | 0.80% | −11,556−4.7% | Reduced |
| Alps Advisors Inc | 233,120 | $22.6M | 0.18% | −14,763−6.0% | Reduced |
| Deprince Race & Zollo Inc | 232,398 | $22.6M | 0.51% | +46,139+24.8% | Added |
| Cerity Partners LLC | 231,690 | $22.5M | 0.08% | +21,773+10.4% | Added |
| Sabal Trust CO | 230,944 | $22.4M | 1.38% | −2,889−1.2% | Reduced |
| STRS Ohio | 227,914 | $22.1M | 0.09% | −10,228−4.3% | Reduced |
| CIBC Asset Management Inc | 226,923 | $22.0M | 0.08% | −12,634−5.3% | Reduced |
| USS Investment Management Ltd | 225,236 | $21.9M | 0.20% | −1,100−0.5% | Reduced |
| Clarity Financial LLC | 224,861 | $21.8M | 3.84% | +58,949+35.5% | Added |
| Illinois Municipal Retirement Fund | 224,828 | $21.8M | 0.36% | +48,132+27.2% | Added |
| ING Groep NV | 224,609 | $21.8M | 0.18% | +106,434+90.1% | Added |
| Graham Capital Management, L.P. | 224,160 | $21.8M | 0.69% | −44,926−16.7% | Reduced |
| Energy Income Partners, LLC | 220,205 | $21.4M | 0.46% | −21,314−8.8% | Reduced |
| Citadel Advisors LLC | 218,763 | $21.2M | 0.02% | +197,779+942.5% | Added |
| Davenport & Co LLC | 217,738 | $21.1M | 0.15% | +3,229+1.5% | Added |
| Arizona State Retirement System | 216,833 | $21.0M | 0.16% | −1,302−0.6% | Reduced |
| State of Michigan Retirement System | 211,036 | $20.5M | 0.12% | −200−0.1% | Reduced |
| Guggenheim Capital LLC | 208,901 | $20.3M | 0.15% | +2,729+1.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 205,066 | $19.9M | 0.08% | +68,259+49.9% | Added |
| Bruce & Co., Inc. | 203,890 | $19.8M | 6.90% | −10,000−4.7% | Reduced |
| Thomasville National Bank | 200,845 | $19.5M | 1.73% | +2,932+1.5% | Added |
| Stack Financial Management, Inc | 199,548 | $19.4M | 2.19% | −4,078−2.0% | Reduced |
| Verition Fund Management LLC | 197,556 | $19.2M | 0.20% | −273,207−58.0% | Reduced |
| Teacher Retirement System of Texas | 197,419 | $19.2M | 0.13% | +38,245+24.0% | Added |
| American International Group, Inc. | 195,762 | $19.0M | 0.08% | −1,670−0.8% | Reduced |
| Huntington National Bank | 195,343 | $19.0M | 0.17% | −3,793−1.9% | Reduced |
| Bokf, NA | 193,066 | $18.7M | 0.37% | −19,687−9.3% | Reduced |
| Calamos Advisors LLC | 192,329 | $18.7M | 0.10% | −4,652−2.4% | Reduced |
| Godsey & Gibb Associates | 192,113 | $18.6M | 2.11% | −392−0.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 191,474 | $18.6M | 0.39% | +15,842+9.0% | Added |
| Van Eck Associates Corp | 188,848 | $18.3M | 0.03% | −10,856−5.4% | Reduced |
| MetLife Investment Management | 187,099 | $18.2M | 0.13% | −3,535−1.9% | Reduced |
| Amalgamated Bank | 186,231 | $18.1M | 0.14% | −8,975−4.6% | Reduced |
| Oppenheimer Asset Management Inc. | 179,789 | $17.4M | 0.24% | +10,955+6.5% | Added |
| DekaBank Deutsche Girozentrale | 180,169 | $17.4M | 0.04% | +12,594+7.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 178,544 | $17.3M | 0.07% | +9,473+5.6% | Added |
| D.A. Davidson & Co. | 177,895 | $17.3M | 0.17% | +21,130+13.5% | Added |
| Hyman Charles D | 172,804 | $16.8M | 1.00% | −3,887−2.2% | Reduced |
| Bank of Nova Scotia | 171,096 | $16.6M | 0.03% | +82,163+92.4% | Added |
| NorthCrest Asset Manangement, LLC | 170,928 | $16.6M | 0.63% | +446+0.3% | Added |
| Retirement Systems of Alabama | 169,856 | $16.5M | 0.07% | −4,408−2.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 168,050 | $16.3M | 0.05% | +59,954+55.5% | Added |
| Brinker Capital Investments, LLC | 161,360 | $16.0M | 0.19% | +7,053+4.6% | Added |
| Orion Portfolio Solutions, LLC | 161,360 | $16.0M | 0.19% | +7,053+4.6% | Added |
| Tocqueville Asset Management L.P. | 162,030 | $15.7M | 0.29% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 161,468 | $15.7M | 0.15% | +1,113+0.7% | Added |
| Stephens Inc | 160,424 | $15.6M | 0.27% | +14,155+9.7% | Added |
| CIBC World Markets Inc. | 159,693 | $15.5M | 0.04% | +123,717+343.9% | Added |