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, 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
- 1,904
- +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
- 769 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 | 2,491 | $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, 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 |
|---|---|---|---|---|---|
| Crescent Sterling, Ltd. | 7,488 | $724.2K | 0.66% | +272+3.8% | Added |
| Optimum Investment Advisors | 7,493 | $724.6K | 0.33% | 00.0% | Unchanged |
| Torno Capital, LLC | 7,500 | $725.3K | 0.16% | +7,500 | New |
| First Command Advisory Services, Inc. | 7,523 | $726.2K | 0.01% | −426−5.4% | Reduced |
| HM Payson & Co | 7,512 | $726.5K | 0.01% | −551−6.8% | Reduced |
| Adviser Investments LLC | 7,513 | $726.6K | 0.01% | −105−1.4% | Reduced |
| Precedent Wealth Partners, LLC | 7,544 | $729.6K | 0.31% | +886+13.3% | Added |
| Independent Financial Group, LLC | 7,576 | $732.7K | 0.03% | +48+0.6% | Added |
| Radnor Capital Management, LLC | 7,614 | $736.0K | 0.13% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,616 | $736.5K | 0.06% | +160+2.1% | Added |
| Delta Financial Group, Inc. | 7,618 | $737.0K | 0.22% | +240+3.3% | Added |
| Wulff, Hansen & Co. | 7,675 | $742.2K | 0.74% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 7,675 | $742.2K | 0.27% | +133+1.8% | Added |
| Whittier Trust Co | 7,677 | $742.4K | 0.01% | −207−2.6% | Reduced |
| Arkadios Wealth Advisors | 7,748 | $749.4K | 0.06% | +246+3.3% | Added |
| Cornerstone Advisory, LLC | 7,758 | $750.3K | 0.11% | +210+2.8% | Added |
| Continuum Advisory, LLC | 7,323 | $754.4K | 0.11% | −3,130−29.9% | Reduced |
| Birch Hill Investment Advisors LLC | 7,888 | $762.8K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 7,889 | $762.9K | 0.21% | +87+1.1% | Added |
| Northwest Bancshares, Inc. | 7,942 | $768.1K | 0.12% | +943+13.5% | Added |
| Oakworth Capital, Inc. | 7,948 | $768.7K | 0.06% | −366−4.4% | Reduced |
| Trust Point Inc. | 8,022 | $775.8K | 0.06% | −5,094−38.8% | Reduced |
| Madden Securities Corp | 8,024 | $776.0K | 0.36% | +75+0.9% | Added |
| International Assets Investment Management, LLC | 8,084 | $776.6K | 0.08% | −2,008−19.9% | Reduced |
| High Net Worth Advisory Group LLC | 8,069 | $780.4K | 0.25% | +500+6.6% | Added |
| Fiduciary Group LLC | 8,075 | $780.9K | 0.09% | −54−0.7% | Reduced |
| MidWestOne Financial Group, Inc. | 8,082 | $781.6K | 0.14% | +81+1.0% | Added |
| Modern Wealth Management, LLC | 8,083 | $781.7K | 0.07% | +5,323+192.9% | Added |
| Horizon Financial Services, LLC | 8,092 | $782.5K | 0.50% | +4,488+124.5% | Added |
| Diversified Trust Co | 8,092 | $782.7K | 0.02% | +2,367+41.3% | Added |
| Capital Advisors Inc | 8,094 | $782.8K | 0.02% | +49+0.6% | Added |
| Cigna Investments Inc | 8,099 | $783.0K | 0.15% | −40−0.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,115 | $784.8K | 0.03% | −21,978−73.0% | Reduced |
| Coastal Investment Advisors, Inc. | 8,118 | $785.1K | 0.16% | +169+2.1% | Added |
| BNP Paribas | 8,111 | $786.3K | 0.04% | +8,111 | New |
| Patriot Financial Group Insurance Agency, LLC | 8,133 | $786.5K | 0.13% | +439+5.7% | Added |
| Cape Investment Advisory, Inc. | 8,136 | $786.9K | 0.37% | +24+0.3% | Added |
| Archford Capital Strategies, LLC | 8,151 | $788.3K | 0.13% | −905−10.0% | Reduced |
| Skopos Labs, Inc. | 8,207 | $788.4K | 0.34% | +884+12.1% | Added |
| Segment Wealth Management, LLC | 8,160 | $789.2K | 0.06% | −171−2.1% | Reduced |
| Verity Asset Management, Inc. | 8,175 | $790.6K | 0.44% | +10.0% | Added |
| Financial Advocates Investment Management | 8,232 | $796.1K | 0.05% | +380+4.8% | Added |
| Meeder Advisory Services, Inc. | 8,249 | $797.8K | 0.08% | +305+3.8% | Added |
| LongView Wealth Management | 8,276 | $800.4K | 0.32% | −343−4.0% | Reduced |
| SPC Financial, Inc. | 8,277 | $800.5K | 0.08% | −47−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 8,185 | $804.3K | 0.06% | +3,206+64.4% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 8,320 | $804.6K | 0.33% | +165+2.0% | Added |
| Hexagon Capital Partners LLC | 8,332 | $805.8K | 0.18% | −228−2.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 8,472 | $807.3K | 0.07% | +431+5.4% | Added |
| Albion Financial Group | 8,349 | $807.4K | 0.06% | +1,303+18.5% | Added |
| LS Investment Advisors, LLC | 8,355 | $808.0K | 0.13% | +8,355 | New |
| Visionary Horizons, LLC | 8,533 | $809.8K | 0.63% | −58−0.7% | Reduced |
| Harbour Trust & Investment Management Co | 8,482 | $820.3K | 0.10% | +656+8.4% | Added |
| Capital Square, LLC | 8,483 | $820.4K | 0.58% | +631+8.0% | Added |
| Cassia Capital Partners, LLC | 8,516 | $823.6K | 0.55% | +1,636+23.8% | Added |
| First National Bank & Trust Co of Newtown | 8,551 | $826.9K | 0.17% | −20−0.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 8,602 | $831.9K | 0.11% | −202−2.3% | Reduced |
| Bryn Mawr Trust Co | 8,604 | $832.1K | 0.03% | +8,604 | New |
| First Hawaiian Bank | 8,639 | $835.5K | 0.03% | −516−5.6% | Reduced |
| Winthrop Capital Management, LLC | 8,644 | $836.0K | 0.39% | +93+1.1% | Added |
| Thrive Wealth Management, LLC | 8,678 | $839.2K | 0.17% | −535−5.8% | Reduced |
| Kovack Advisors, Inc. | 8,683 | $839.7K | 0.10% | +1,543+21.6% | Added |
| Western Wealth Management, LLC | 8,696 | $841.0K | 0.07% | +724+9.1% | Added |
| Perigon Wealth Management, LLC | 8,749 | $846.1K | 0.03% | +1,104+14.4% | Added |
| Baldwin Investment Management, LLC | 8,782 | $849.3K | 0.12% | +500+6.0% | Added |
| BancorpSouth Bank | 8,812 | $852.2K | 0.06% | −212−2.3% | Reduced |
| Trust Co of Virginia | 8,827 | $853.7K | 0.08% | −305−3.3% | Reduced |
| Grimes & Company, Inc. | 8,888 | $859.5K | 0.03% | +65+0.7% | Added |
| Allred Capital Management, LLC | 8,914 | $862.0K | 0.34% | −1,030−10.4% | Reduced |
| Outfitter Financial LLC | 8,965 | $867.0K | 0.71% | +8,965 | New |
| Keudell/Morrison Wealth Management | 8,981 | $868.6K | 0.26% | −217−2.4% | Reduced |
| First National Advisers, LLC | 8,992 | $868.7K | 0.19% | +4,074+82.8% | Added |
| Vise Technologies, Inc. | 9,036 | $873.8K | 0.17% | −676−7.0% | Reduced |
| Summit Financial Group Inc | 9,057 | $875.9K | 0.31% | −25−0.3% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 9,194 | $876.1K | 0.17% | −1,579−14.7% | Reduced |
| Spire Wealth Management | 9,107 | $880.7K | 0.02% | −597−6.2% | Reduced |
| Chiron Capital Management, LLC | 9,162 | $886.1K | 0.80% | +895+10.8% | Added |
| Morningstar Investment Management LLC | 9,192 | $889.0K | 0.10% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 9,232 | $892.8K | 0.03% | −654−6.6% | Reduced |
| Keystone Financial Group | 9,299 | $899.3K | 0.13% | +1,408+17.8% | Added |
| Checchi Capital Advisers, LLC | 9,329 | $902.3K | 0.07% | +586+6.7% | Added |
| Marcum Wealth, LLC | 9,343 | $903.5K | 0.09% | −1,123−10.7% | Reduced |
| CFS Investment Advisory Services, LLC | 9,367 | $906.0K | 0.15% | +823+9.6% | Added |
| Wedmont Private Capital | 9,311 | $906.1K | 0.07% | +539+6.1% | Added |
| Allen Capital Group, LLC | 9,379 | $907.0K | 0.13% | +3,908+71.4% | Added |
| Change Path, LLC | 9,392 | $908.0K | 0.04% | +2,120+29.2% | Added |
| Advisor OS, LLC | 9,417 | $910.7K | 0.10% | +4,253+82.4% | Added |
| Keynote Financial Services LLC | 9,444 | $913.3K | 0.77% | +9,444 | New |
| United Bank | 9,445 | $913.4K | 0.11% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 9,458 | $914.7K | 0.31% | +793+9.2% | Added |
| Community Bank of Raymore | 9,462 | $915.1K | 0.43% | −3,498−27.0% | Reduced |
| Peoples Financial Services Corp. | 9,529 | $921.5K | 0.40% | −1,776−15.7% | Reduced |
| Sollinda Capital Management LLC | 9,533 | $921.9K | 0.29% | −3,054−24.3% | Reduced |
| Widmann Financial Services, Inc. | 9,571 | $925.6K | 0.78% | +309+3.3% | Added |
| Neville Rodie & Shaw Inc | 9,572 | $926.0K | 0.07% | −350−3.5% | Reduced |
| InTrack Investment Management Inc | 9,603 | $928.7K | 0.69% | −360−3.6% | Reduced |
| Asset Dedication, LLC | 9,646 | $929.0K | 0.07% | −7,217−42.8% | Reduced |
| Valmark Advisers, Inc. | 9,613 | $929.7K | 0.02% | +1,728+21.9% | Added |
| Gratus Wealth Advisors, LLC | 9,721 | $932.5K | 0.17% | +607+6.7% | Added |
| Counterweight Ventures, LLC | 9,649 | $933.2K | 0.75% | −167−1.7% | Reduced |