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 |
|---|---|---|---|---|---|
| Weaver Capital Management LLC | 9,661 | $934.3K | 0.32% | +2,332+31.8% | Added |
| Burkett Financial Services, LLC | 9,670 | $935.2K | 0.48% | +158+1.7% | Added |
| Hayek Kallen Investment Management | 9,674 | $936.0K | 0.36% | −22−0.2% | Reduced |
| Wetherby Asset Management Inc | 9,784 | $946.2K | 0.05% | +759+8.4% | Added |
| ClearAlpha Technologies LP | 9,791 | $946.9K | 0.40% | +9,791 | New |
| Kellett Schaffner Wealth Advisors LLC | 9,796 | $947.4K | 0.66% | −522−5.1% | Reduced |
| Connectus Wealth, LLC | 9,852 | $953.3K | 0.03% | +136+1.4% | Added |
| EPG Wealth Management LLC | 9,945 | $961.8K | 0.24% | +706+7.6% | Added |
| Delta Financial Advisors LLC | 9,954 | $962.6K | 0.38% | +158+1.6% | Added |
| Whalerock Point Partners, LLC | 10,002 | $967.3K | 0.26% | −75−0.7% | Reduced |
| Intrust Bank NA | 10,046 | $971.5K | 0.10% | +194+2.0% | Added |
| Chicago Capital, LLC | 10,070 | $973.9K | 0.03% | −635−5.9% | Reduced |
| Chesley Taft & Associates LLC | 10,090 | $975.8K | 0.05% | +100+1.0% | Added |
| Mather Group, LLC. | 10,062 | $976.4K | 0.02% | +86+0.9% | Added |
| Edge Capital Group, LLC | 10,104 | $977.2K | 0.05% | −17−0.2% | Reduced |
| Great Valley Advisor Group, Inc. | 10,114 | $977.6K | 0.03% | −127−1.2% | Reduced |
| Granite Group Advisors, LLC | 10,113 | $978.0K | 0.66% | −65−0.6% | Reduced |
| Haverford Trust Co | 10,145 | $981.2K | 0.01% | +400+4.1% | Added |
| 9258 Wealth Management, LLC | 10,165 | $983.1K | 0.15% | +11+0.1% | Added |
| MSH Capital Advisors LLC | 10,166 | $983.2K | 0.35% | −308−2.9% | Reduced |
| JBR Co Financial Management Inc | 10,204 | $986.8K | 0.79% | −606−5.6% | Reduced |
| Schmidt P J Investment Management Inc | 10,273 | $993.5K | 0.19% | −659−6.0% | Reduced |
| Fiduciary Trust Co | 10,301 | $996.2K | 0.02% | −405−3.8% | Reduced |
| Park Place Capital Corp | 10,340 | $1.00M | 0.36% | −1,683−14.0% | Reduced |
| Insigneo Advisory Services, LLC | 10,349 | $1.00M | 0.12% | −1,118−9.7% | Reduced |
| TCW Group Inc | 10,385 | $1.00M | 0.01% | −1,789−14.7% | Reduced |
| Sumitomo Life Insurance Co | 10,413 | $1.01M | 0.03% | −458−4.2% | Reduced |
| Confluence Wealth Services, Inc. | 10,434 | $1.01M | 0.09% | −192−1.8% | Reduced |
| TCG Advisory Services, LLC | 10,437 | $1.01M | 0.06% | +6,555+168.9% | Added |
| Ransom Advisory, Ltd | 10,462 | $1.01M | 0.54% | +10,462 | New |
| Earnest Partners LLC | 10,556 | $1.02M | 0.00% | −5,454−34.1% | Reduced |
| Trust Co of the South | 10,564 | $1.02M | 0.24% | −1,238−10.5% | Reduced |
| First Manhattan Co | 10,581 | $1.02M | 0.00% | −344−3.1% | Reduced |
| Cooper Financial Group | 10,603 | $1.03M | 0.17% | +3,803+55.9% | Added |
| BFSG, LLC | 10,610 | $1.03M | 0.14% | +310+3.0% | Added |
| 1st Source Bank | 10,620 | $1.03M | 0.06% | −72−0.7% | Reduced |
| First Trust Investment Solutions L.P. | 10,632 | $1.03M | 0.18% | +5,557+109.5% | Added |
| Intrua Financial, LLC | 10,649 | $1.03M | 0.16% | −3,549−25.0% | Reduced |
| Resurgent Financial Advisors LLC | 10,653 | $1.03M | 0.55% | +3,517+49.3% | Added |
| CNB Bank | 10,682 | $1.03M | 0.50% | +152+1.4% | Added |
| Stableford Capital II LLC | 10,741 | $1.04M | 0.42% | +662+6.6% | Added |
| Arbor Investment Advisors, LLC | 10,827 | $1.05M | 0.15% | +12+0.1% | Added |
| Journey Advisory Group, LLC | 10,850 | $1.05M | 0.13% | +796+7.9% | Added |
| SevenBridge Financial Group, LLC | 10,467 | $1.05M | 0.24% | +1,827+21.1% | Added |
| Portside Wealth Group, LLC | 10,927 | $1.06M | 0.20% | +1,489+15.8% | Added |
| Bank of Hawaii | 10,938 | $1.06M | 0.05% | −1,419−11.5% | Reduced |
| LMG Wealth Partners, LLC | 10,994 | $1.06M | 0.27% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 10,997 | $1.06M | 0.13% | +1,261+13.0% | Added |
| First Dallas Securities Inc. | 11,015 | $1.06M | 0.49% | −369−3.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,037 | $1.07M | 0.01% | −500−4.3% | Reduced |
| Mystic Asset Management, Inc. | 11,054 | $1.07M | 0.44% | +800+7.8% | Added |
| Bayesian Capital Management, LP | 11,100 | $1.07M | 0.10% | +11,100 | New |
| HBK Sorce Advisory LLC | 11,141 | $1.08M | 0.04% | +339+3.1% | Added |
| Shepherd Kaplan Krochuk, LLC | 11,158 | $1.08M | 0.86% | +285+2.6% | Added |
| Evermay Wealth Management LLC | 11,164 | $1.08M | 0.16% | −50.0% | Reduced |
| Welch Group, LLC | 11,167 | $1.08M | 0.05% | −13−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 11,244 | $1.09M | 0.08% | +141+1.3% | Added |
| Lineweaver Wealth Advisors, LLC | 11,340 | $1.10M | 0.26% | +1,238+12.3% | Added |
| Guardian Wealth Advisors, LLC | 11,349 | $1.10M | 0.13% | +1,108+10.8% | Added |
| Atomi Financial Group, Inc. | 11,374 | $1.10M | 0.10% | +5,253+85.8% | Added |
| JT Stratford LLC | 11,399 | $1.10M | 0.22% | −2,139−15.8% | Reduced |
| D.B. Root & Company, LLC | 11,412 | $1.10M | 0.37% | −1,282−10.1% | Reduced |
| Private Capital Management, LLC | 11,468 | $1.11M | 0.13% | +916+8.7% | Added |
| Vinva Investment Management Ltd | 11,481 | $1.11M | 0.06% | +2,581+29.0% | Added |
| My Legacy Advisors, LLC | 11,528 | $1.11M | 0.37% | −37−0.3% | Reduced |
| Biltmore Family Office, LLC | 11,554 | $1.12M | 0.22% | −103−0.9% | Reduced |
| Foundations Investment Advisors, LLC | 11,610 | $1.12M | 0.03% | −531−4.4% | Reduced |
| Allen Wealth Management, LLC | 11,621 | $1.12M | 0.99% | 00.0% | Unchanged |
| Banco Santander, S.A. | 11,626 | $1.12M | 0.01% | +2,804+31.8% | Added |
| Sawyer & Company, Inc | 11,692 | $1.13M | 0.45% | −114−1.0% | Reduced |
| Atlas Brown,Inc. | 11,807 | $1.14M | 0.42% | −735−5.9% | Reduced |
| First National Corp | 11,811 | $1.15M | 0.28% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 11,866 | $1.15M | 0.03% | +1,088+10.1% | Added |
| Two Sigma Securities, LLC | 11,910 | $1.15M | 0.06% | +5,356+81.7% | Added |
| Cornerstone Wealth Management, LLC | 11,918 | $1.15M | 0.09% | +1,635+15.9% | Added |
| LCNB Corp | 11,943 | $1.16M | 0.42% | +50+0.4% | Added |
| Taylor Hoffman Wealth Management | 11,949 | $1.16M | 0.49% | +222+1.9% | Added |
| Mount Yale Investment Advisors, LLC | 11,967 | $1.16M | 0.09% | +3,074+34.6% | Added |
| Aviva PLC | 12,029 | $1.16M | 0.00% | +290+2.5% | Added |
| Dover Advisors, LLC | 12,035 | $1.16M | 0.80% | +6,670+124.3% | Added |
| NVWM, LLC | 12,041 | $1.16M | 0.32% | −134−1.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 12,099 | $1.17M | 0.09% | −989−7.6% | Reduced |
| Sutton Place Investors LLC | 12,202 | $1.18M | 0.58% | +689+6.0% | Added |
| Formidable Asset Management, LLC | 12,245 | $1.18M | 0.19% | +5,720+87.7% | Added |
| Spirit of America Management Corp | 12,250 | $1.18M | 0.24% | +150+1.2% | Added |
| Catalytic Wealth RIA, LLC | 12,263 | $1.19M | 0.24% | +5,079+70.7% | Added |
| First City Capital Management, Inc. | 12,285 | $1.19M | 0.66% | −239−1.9% | Reduced |
| Focus Financial Network, Inc. | 12,386 | $1.19M | 0.06% | +12,386 | New |
| Greenfield Savings Bank | 12,293 | $1.19M | 0.62% | −244−1.9% | Reduced |
| Excalibur Management Corp | 12,352 | $1.19M | 0.51% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 12,372 | $1.20M | 0.06% | 00.0% | Unchanged |
| Novare Capital Management LLC | 12,376 | $1.20M | 0.11% | +2,723+28.2% | Added |
| Souders Financial Advisors | 12,397 | $1.20M | 0.19% | −997−7.4% | Reduced |
| RMR Wealth Builders | 12,435 | $1.20M | 0.15% | +2,317+22.9% | Added |
| Investment Management Corp of Ontario | 12,476 | $1.21M | 0.04% | −5,500−30.6% | Reduced |
| Patten Group, Inc. | 12,492 | $1.21M | 0.30% | −160−1.3% | Reduced |
| Heritage Trust Co | 12,506 | $1.21M | 0.16% | −22−0.2% | Reduced |
| Capital Investment Counsel, Inc | 12,514 | $1.21M | 0.21% | −100−0.8% | Reduced |
| Exencial Wealth Advisors, LLC | 12,540 | $1.21M | 0.05% | −411−3.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 12,571 | $1.22M | 0.78% | 00.0% | Unchanged |