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.
13F holders, Q1 2024
Institutional positions in Duke Energy CORP as of Mar 31, 2024. 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
- 1,905
- +33 vs. Q4 2023
- Shares held
- 500.5M
- −1.05M (−0.2%) vs. Q4 2023
- Total value
- $48.4B
- −$263.1M (−0.5%) vs. Q4 2023
- New holders
- 153
- 770 more added
- Sold out
- 120
- 730 more reduced
27 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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, Q1 2024
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Global Assets Advisory, LLC | 48,419 | $504 | 0.02% | +48,419 | New |
| Frank, Rimerman Advisors LLC | 7 | $677 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $871 | 0.00% | +1+12.5% | Added |
| Trifecta Capital Advisors, LLC | 13 | $1.26K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 17 | $1.64K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 20 | $1.94K | 0.00% | +20 | New |
| Benjamin Edwards Inc | 24 | $2.00K | 0.00% | −99−80.5% | Reduced |
| Guardian Wealth Management, Inc. | 21 | $2.05K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 22 | $2.13K | 0.00% | −120−84.5% | Reduced |
| Sofos Investments, Inc. | 24 | $2.32K | 0.00% | +24 | New |
| Pingora Partners LLC | 25 | $2.42K | 0.00% | +25 | New |
| Eukles Asset Management | 28 | $2.71K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 29 | $2.81K | 0.00% | −2−6.5% | Reduced |
| Tributary Capital Management, LLC | 50 | $4.83K | 0.00% | +50 | New |
| Planning Capital Management Corp | 52 | $5.03K | 0.00% | −32−38.1% | Reduced |
| Granite FO LLC | 50 | $5.63K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 59 | $5.72K | 0.00% | +10+20.4% | Added |
| BOK Financial Private Wealth, Inc. | 61 | $5.90K | 0.00% | −502−89.2% | Reduced |
| Caitlin John, LLC | 62 | $5.96K | 0.00% | +1+1.6% | Added |
| Pin Oak Investment Advisors Inc | 63 | $6.00K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 63 | $6.09K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 66 | $6.38K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 72 | $6.93K | 0.00% | +1+1.4% | Added |
| Horizon Bancorp Inc | 76 | $7.00K | 0.00% | −208−73.2% | Reduced |
| Chesapeake Asset Management LLC | 75 | $7.25K | 0.01% | −189−71.6% | Reduced |
| DAGCO, Inc. | 78 | $7.54K | 0.00% | +78 | New |
| POM Investment Strategies, LLC | 84 | $8.09K | 0.01% | +1+1.2% | Added |
| Cornerstone Planning Group LLC | 87 | $8.70K | 0.00% | −61−41.2% | Reduced |
| USAdvisors Wealth Management, LLC | 10,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 94 | $9.09K | 0.00% | −19−16.8% | Reduced |
| General Partner, Inc. | 101 | $9.77K | 0.01% | +50+98.0% | Added |
| Core Wealth Advisors, Inc. | 102 | $9.88K | 0.00% | +1+1.0% | Added |
| Elequin Capital LP | 106 | $10.3K | 0.00% | +106 | New |
| West Financial Advisors, LLC | 108 | $10.4K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 109 | $10.5K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 111 | $10.7K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 112 | $10.8K | 0.00% | +112 | New |
| Cyrus J. Lawrence, LLC | 121 | $11.0K | 0.00% | +121 | New |
| Mma Asset Management LLC | 114 | $11.0K | 0.01% | +114 | New |
| JFS Wealth Advisors, LLC | 119 | $11.5K | 0.00% | −26−17.9% | Reduced |
| FWL Investment Management, LLC | 120 | $11.6K | 0.01% | +120 | New |
| Halpern Financial, Inc. | 123 | $11.8K | 0.00% | −92−42.8% | Reduced |
| Transcendent Capital Group LLC | 130 | $12.6K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 131 | $12.7K | 0.00% | +131 | New |
| True Wealth Design, LLC | 131 | $12.7K | 0.00% | −52−28.4% | Reduced |
| Legend Financial Advisors, Inc. | 133 | $12.9K | 0.01% | −133−50.0% | Reduced |
| TSFG, LLC | 136 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 144 | $13.9K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 148 | $14.3K | 0.01% | +148 | New |
| Viking Fund Management LLC | 150 | $14.5K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 155 | $15.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 159 | $15.4K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 163 | $15.8K | 0.00% | +163 | New |
| SJS Investment Consulting Inc. | 165 | $16.0K | 0.00% | −22−11.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 165 | $16.0K | 0.01% | −15−8.3% | Reduced |
| Signature Resources Capital Management, LLC | 166 | $16.1K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 168 | $16.2K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 170 | $16.4K | 0.00% | −1,686−90.8% | Reduced |
| Fortitude Family Office, LLC | 171 | $16.5K | 0.01% | −54−24.0% | Reduced |
| American Capital Advisory, LLC | 173 | $16.7K | 0.01% | +7+4.2% | Added |
| Rocky Mountain Advisers, LLC | 175 | $16.9K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 175 | $17.0K | 0.01% | +175 | New |
| DT Investment Partners, LLC | 190 | $18.4K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 192 | $18.6K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 188 | $19.0K | 0.02% | +1+0.5% | Added |
| Carolina Wealth Advisors, LLC | 197 | $19.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 202 | $19.5K | 0.00% | +1+0.5% | Added |
| Perritt Capital Management Inc | 203 | $19.7K | 0.01% | +2+1.0% | Added |
| Millburn Ridgefield Corp | 206 | $19.9K | 0.00% | +8+4.0% | Added |
| Catalyst Capital Advisors LLC | 206 | $19.9K | 0.00% | +8+4.0% | Added |
| Private Ocean, LLC | 211 | $20.4K | 0.00% | +88+71.5% | Added |
| Frazier Financial Advisors, LLC | 219 | $21.2K | 0.02% | +82+59.9% | Added |
| Bradley & Co. Private Wealth Management, LLC | 222 | $21.5K | 0.02% | +10+4.7% | Added |
| St. Johns Investment Management Company, LLC | 226 | $21.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 229 | $22.0K | 0.04% | −1,071−82.4% | Reduced |
| Sachetta, LLC | 229 | $22.2K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 232 | $22.5K | 0.01% | −166−41.7% | Reduced |
| Chilton Capital Management LLC | 241 | $23.3K | 0.00% | +140+138.6% | Added |
| Richard W. Paul & Associates, LLC | 242 | $23.4K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 240 | $23.5K | 0.00% | +72+42.9% | Added |
| Operose Advisors LLC | 248 | $24.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 247 | $24.0K | 0.01% | +116+88.5% | Added |
| Core Alternative Capital | 250 | $24.2K | 0.00% | −290−53.7% | Reduced |
| Altshuler Shaham Ltd | 257 | $24.9K | 0.00% | −14−5.2% | Reduced |
| Mascoma Wealth Management LLC | 262 | $25.3K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 263 | $25.4K | 0.01% | +263 | New |
| First Pacific Financial | 269 | $26.0K | 0.01% | +35+15.0% | Added |
| Private Wealth Management Group, LLC | 271 | $26.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 276 | $26.7K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 276 | $26.7K | 0.01% | −156−36.1% | Reduced |
| CKW Financial Group | 288 | $28.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 290 | $28.0K | 0.01% | −110−27.5% | Reduced |
| Bell Investment Advisors, Inc | 291 | $28.1K | 0.01% | +10+3.6% | Added |
| Lowe Wealth Advisors, LLC | 299 | $28.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 297 | $29.0K | 0.00% | −11−3.6% | Reduced |
| Norwood Financial Corp | 303 | $29.3K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 312 | $29.6K | 0.01% | +1+0.3% | Added |
| Riverview Trust Co | 314 | $30.4K | 0.02% | +314 | New |
| Global Wealth Strategies & Associates | 317 | $30.7K | 0.01% | 00.0% | Unchanged |