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 |
|---|---|---|---|---|---|
| Financial Counselors Inc | 159,423 | $15.5M | 0.28% | −3,741−2.3% | Reduced |
| Texas Permanent School Fund | 159,128 | $15.4M | 0.13% | −119−0.1% | Reduced |
| AE Wealth Management LLC | 160,841 | $15.4M | 0.08% | +23,650+17.2% | Added |
| CIBC World Markets Corp | 158,871 | $15.4M | 0.08% | +116,333+273.5% | Added |
| Cetera Investment Advisers | 158,704 | $15.4M | 0.13% | +24,963+18.7% | Added |
| Woodmont Investment Counsel LLC | 155,836 | $15.1M | 1.41% | +1,321+0.9% | Added |
| Synovus Financial Corp | 155,354 | $15.1M | 0.21% | −70,761−31.3% | Reduced |
| Yaupon Capital Management LP | 151,200 | $14.7M | 1.59% | +151,200 | New |
| Royal London Asset Management Ltd | 150,494 | $14.6M | 0.04% | −16,099−9.7% | Reduced |
| Canal Insurance CO | 150,166 | $14.6M | 4.04% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 150,155 | $14.6M | 1.00% | −6,755−4.3% | Reduced |
| Forsta Ap-Fonden | 150,100 | $14.6M | 0.15% | −8,900−5.6% | Reduced |
| Brookstone Capital Management | 148,319 | $14.4M | 0.28% | −4,588−3.0% | Reduced |
| Gratus Capital LLC | 145,993 | $14.2M | 0.81% | −1,316−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 142,615 | $13.8M | 0.05% | +22,347+18.6% | Added |
| Janney Capital Management LLC | 142,126 | $13.8M | 0.93% | −6,627−4.5% | Reduced |
| Lockheed Martin Investment Management Co | 143,200 | $13.7M | 0.98% | −12,990−8.3% | Reduced |
| Colonial Trust Advisors | 136,608 | $13.3M | 1.41% | −6,318−4.4% | Reduced |
| South Dakota Investment Council | 136,512 | $13.2M | 0.28% | −5,400−3.8% | Reduced |
| Payden & Rygel | 135,890 | $13.2M | 0.96% | 00.0% | Unchanged |
| Czech National Bank | 134,985 | $13.1M | 0.19% | +281+0.2% | Added |
| Utah Retirement Systems | 133,786 | $13.0M | 0.17% | +1,200+0.9% | Added |
| Beck Mack & Oliver LLC | 130,799 | $12.7M | 0.30% | −261−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 129,590 | $12.6M | 0.01% | −6,123−4.5% | Reduced |
| Guardian Capital Advisors LP | 123,965 | $12.3M | 1.28% | −1,145−0.9% | Reduced |
| Yousif Capital Management, LLC | 124,975 | $12.1M | 0.14% | −4,928−3.8% | Reduced |
| GWM Advisors LLC | 125,449 | $12.1M | 0.11% | +14,028+12.6% | Added |
| Boyer & Corporon Wealth Management, LLC | 122,050 | $11.8M | 4.01% | +1,222+1.0% | Added |
| Wedge Capital Management L L P | 120,841 | $11.7M | 0.21% | +120,841 | New |
| Independent Advisor Alliance | 120,111 | $11.7M | 0.42% | −1,245−1.0% | Reduced |
| Kestra Advisory Services, LLC | 119,285 | $11.6M | 0.09% | +9,718+8.9% | Added |
| Vestcor Inc | 117,874 | $11.4M | 0.39% | −101,174−46.2% | Reduced |
| Meyer Handelman Co | 117,700 | $11.4M | 0.44% | −4,000−3.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 115,646 | $11.2M | 1.66% | +12,353+12.0% | Added |
| Mercer Global Advisors Inc | 114,755 | $11.1M | 0.03% | +280+0.2% | Added |
| Hennessy Advisors Inc | 114,587 | $11.1M | 0.56% | −3,200−2.7% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 113,963 | $11.1M | 0.85% | +113,963 | New |
| Public Employees Retirement Association of Colorado | 113,048 | $11.0M | 0.05% | −4,463−3.8% | Reduced |
| Cornerstone Capital, Inc. | 112,655 | $10.9M | 1.20% | −16,084−12.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 111,500 | $10.8M | 0.15% | +27,400+32.6% | Added |
| Willis Investment Counsel | 111,260 | $10.8M | 0.76% | −200−0.2% | Reduced |
| Bogart Wealth, LLC | 110,485 | $10.7M | 0.60% | −963−0.9% | Reduced |
| Marshall Wace, LLP | 109,282 | $10.6M | 0.02% | +102,927+1,619.6% | Added |
| New York Life Investment Management LLC | 109,226 | $10.6M | 0.11% | −823−0.7% | Reduced |
| QRG Capital Management, Inc. | 107,735 | $10.5M | 0.16% | +4,900+4.8% | Added |
| Eagle Asset Management Inc | 106,820 | $10.4M | 0.06% | −3,416−3.1% | Reduced |
| ProShare Advisors LLC | 103,538 | $10.0M | 0.03% | −9,601−8.5% | Reduced |
| Mutual of America Capital Management LLC | 103,121 | $10.0M | 0.12% | −4,716−4.4% | Reduced |
| Schroder Investment Management Group | 102,857 | $9.98M | 0.01% | +11,300+12.3% | Added |
| Swiss Life Asset Management Ltd | 101,572 | $9.87M | 0.12% | +57,103+128.4% | Added |
| Janus Henderson Group PLC | 99,485 | $9.66M | 0.01% | −13,433−11.9% | Reduced |
| Xponance, Inc. | 98,671 | $9.58M | 0.11% | +5,447+5.8% | Added |
| Stonebridge Capital Advisors LLC | 96,498 | $9.36M | 0.94% | +7,493+8.4% | Added |
| Blair William & Co | 91,818 | $8.91M | 0.03% | −7,512−7.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 91,786 | $8.91M | 0.33% | +91,786 | New |
| Public Sector Pension Investment Board | 90,512 | $8.78M | 0.07% | −89,021−49.6% | Reduced |
| Zions Bancorporation, N.A. | 90,260 | $8.76M | 0.60% | −194−0.2% | Reduced |
| Nissay Asset Management Corp | 89,683 | $8.70M | 0.07% | +2,909+3.4% | Added |
| British Columbia Investment Management Corp | 88,716 | $8.61M | 0.07% | +18,633+26.6% | Added |
| Pacer Advisors, Inc. | 88,218 | $8.56M | 0.02% | +10,025+12.8% | Added |
| Linscomb & Williams, Inc. | 87,992 | $8.54M | 0.47% | −1,409−1.6% | Reduced |
| Jones Financial Companies LLLP | 87,914 | $8.53M | 0.01% | +1,540+1.8% | Added |
| Raymond James Trust N.A. | 87,860 | $8.53M | 0.23% | +5,430+6.6% | Added |
| Dean Investment Associates, LLC | 87,734 | $8.51M | 1.22% | +3,436+4.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 87,518 | $8.49M | 0.11% | +779+0.9% | Added |
| Bell Bank | 86,860 | $8.43M | 0.81% | +1,266+1.5% | Added |
| Agf Management Ltd | 86,465 | $8.39M | 0.05% | +18,120+26.5% | Added |
| Holocene Advisors, LP | 86,277 | $8.37M | 0.03% | −18,287−17.5% | Reduced |
| Rafferty Asset Management, LLC | 85,979 | $8.34M | 0.04% | +7,439+9.5% | Added |
| Laurel Wealth Advisors LLC | 85,770 | $8.32M | 1.59% | −777−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 85,518 | $8.30M | 0.10% | +22,544+35.8% | Added |
| O'Shaughnessy Asset Management, LLC | 85,432 | $8.29M | 0.11% | +3,271+4.0% | Added |
| Capital Investment Advisory Services, LLC | 84,809 | $8.23M | 0.77% | +2,266+2.7% | Added |
| River Road Asset Management, LLC | 84,567 | $8.21M | 0.11% | +84,567 | New |
| Romano Brothers and Company | 84,196 | $8.17M | 1.22% | +482+0.6% | Added |
| Atria Wealth Solutions, Inc. | 84,116 | $8.16M | 0.10% | +3,189+3.9% | Added |
| Tompkins Financial Corp | 83,796 | $8.13M | 0.98% | +10,502+14.3% | Added |
| South State Corp. | 83,593 | $8.11M | 0.69% | −1,616−1.9% | Reduced |
| State of Alaska, Department of Revenue | 83,225 | $8.08M | 0.10% | −8,360−9.1% | Reduced |
| Oppenheimer & Co Inc | 82,344 | $7.99M | 0.15% | +8,495+11.5% | Added |
| Morgan Dempsey Capital Management LLC | 81,892 | $7.95M | 2.43% | −4,342−5.0% | Reduced |
| National Asset Management, Inc. | 80,946 | $7.85M | 0.21% | −3,125−3.7% | Reduced |
| Biondo Investment Advisors, LLC | 80,247 | $7.79M | 1.32% | +579+0.7% | Added |
| Anchor Investment Management, LLC | 80,246 | $7.79M | 0.89% | +1,695+2.2% | Added |
| Savant Capital, LLC | 79,632 | $7.73M | 0.10% | −130−0.2% | Reduced |
| Prudential PLC | 78,275 | $7.60M | 0.08% | +66+0.1% | Added |
| Sequoia Financial Advisors, LLC | 77,622 | $7.53M | 0.09% | +5,312+7.3% | Added |
| Pathstone Holdings, LLC | 76,801 | $7.46M | 0.04% | +76,801 | New |
| Colony Group, LLC | 76,119 | $7.39M | 0.10% | +76,119 | New |
| Private Advisor Group, LLC | 75,530 | $7.33M | 0.06% | +2,485+3.4% | Added |
| Advisory Services Network, LLC | 74,951 | $7.27M | 0.18% | −6,567−8.1% | Reduced |
| Philadelphia Trust Co | 74,768 | $7.25M | 0.68% | +7,872+11.8% | Added |
| First Citizens Bank & Trust Co | 74,428 | $7.22M | 0.13% | −5,347−6.7% | Reduced |
| Greenland Capital Management LP | 73,396 | $7.12M | 1.10% | −81,985−52.8% | Reduced |
| Farmers Trust Co | 73,218 | $7.11M | 1.48% | +12,796+21.2% | Added |
| New England Asset Management Inc | 72,680 | $7.05M | 1.14% | −6,900−8.7% | Reduced |
| Keybank National Association | 72,603 | $7.05M | 0.03% | +1,551+2.2% | Added |
| Avantax Advisory Services, Inc. | 71,567 | $6.94M | 0.07% | +1,206+1.7% | Added |
| Advocate Group LLC | 70,845 | $6.87M | 1.48% | +1,641+2.4% | Added |
| Oak Harvest Investment Services | 70,817 | $6.87M | 1.37% | +2,042+3.0% | Added |