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 |
|---|---|---|---|---|---|
| Claro Advisors LLC | 12,581 | $1.22M | 0.21% | +169+1.4% | Added |
| Gables Capital Management Inc. | 12,637 | $1.22M | 0.67% | −325−2.5% | Reduced |
| Heritage Investors Management Corp | 12,734 | $1.23M | 0.04% | −466−3.5% | Reduced |
| GeoWealth Management, LLC | 12,739 | $1.23M | 0.05% | +4,348+51.8% | Added |
| Smith Group Asset Management, LLC | 12,756 | $1.23M | 0.07% | −4,900−27.8% | Reduced |
| ROI Financial Advisors, LLC | 12,774 | $1.24M | 0.97% | −1,637−11.4% | Reduced |
| Meridian Financial Partners LLC | 13,293 | $1.24M | 1.59% | +142+1.1% | Added |
| Steward Partners Investment Solutions, LLC | 12,834 | $1.24M | 0.21% | +2,487+24.0% | Added |
| SageView Advisory Group, LLC | 12,895 | $1.25M | 0.07% | −5,428−29.6% | Reduced |
| Trust Investment Advisors | 12,924 | $1.25M | 0.90% | −16−0.1% | Reduced |
| Paradigm Financial Partners, LLC | 12,925 | $1.25M | 0.27% | −2,227−14.7% | Reduced |
| Miller Howard Investments Inc | 12,969 | $1.25M | 0.04% | −4,821−27.1% | Reduced |
| Gibson Wealth Advisors LLC | 13,000 | $1.26M | 1.21% | +13,000 | New |
| Wealthcare Advisory Partners LLC | 13,085 | $1.27M | 0.04% | +1,985+17.9% | Added |
| Reuter James Wealth Management, LLC | 13,093 | $1.27M | 0.88% | −250−1.9% | Reduced |
| IMC-Chicago, LLC | 13,120 | $1.27M | 0.04% | +13,120 | New |
| RNC Capital Management LLC | 13,212 | $1.28M | 0.07% | +11,080+519.7% | Added |
| King Luther Capital Management Corp | 13,232 | $1.28M | 0.01% | −2,042−13.4% | Reduced |
| Tower Bridge Advisors | 13,287 | $1.28M | 0.13% | −3,043−18.6% | Reduced |
| Northcape Wealth Management, LLC | 13,293 | $1.29M | 0.47% | −406−3.0% | Reduced |
| Grandview Asset Management LLC | 13,354 | $1.29M | 0.59% | −242−1.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 13,367 | $1.29M | 0.15% | +42+0.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,396 | $1.30M | 0.13% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 13,421 | $1.30M | 0.14% | −1,321−9.0% | Reduced |
| Voya Financial Advisors, Inc. | 13,511 | $1.30M | 0.15% | +368+2.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,446 | $1.30M | 0.10% | −360−2.6% | Reduced |
| Empowered Funds, LLC | 13,524 | $1.31M | 0.02% | +1,420+11.7% | Added |
| Studio Investment Management LLC | 13,565 | $1.31M | 0.31% | −1,005−6.9% | Reduced |
| Ronald Blue Trust, Inc. | 13,592 | $1.31M | 0.02% | +1,854+15.8% | Added |
| Pullen Investment Management, LLC | 13,605 | $1.32M | 1.11% | +13,605 | New |
| Columbia Asset Management | 13,709 | $1.33M | 0.27% | 00.0% | Unchanged |
| NTV Asset Management LLC | 13,772 | $1.33M | 0.20% | −595−4.1% | Reduced |
| Essex Financial Services, Inc. | 13,777 | $1.33M | 0.12% | +204+1.5% | Added |
| Silvercrest Asset Management Group LLC | 13,847 | $1.34M | 0.01% | −3,883−21.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 13,879 | $1.34M | 0.18% | +6,487+87.8% | Added |
| Beech Hill Advisors, Inc. | 13,894 | $1.34M | 0.56% | +1,440+11.6% | Added |
| Tradewinds, LLC. | 13,896 | $1.34M | 1.19% | +13,896 | New |
| Bank Ozk | 13,921 | $1.35M | 0.60% | −8,041−36.6% | Reduced |
| Mitchell Sinkler & Starr | 13,995 | $1.35M | 0.34% | −5,249−27.3% | Reduced |
| ZWJ Investment Counsel Inc | 14,043 | $1.36M | 0.06% | −200−1.4% | Reduced |
| Little House Capital LLC | 14,136 | $1.37M | 0.45% | −1,453−9.3% | Reduced |
| Horizon Investments, LLC | 14,140 | $1.37M | 0.04% | −148−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,168 | $1.37M | 0.15% | +14,168 | New |
| Parcion Private Wealth LLC | 14,168 | $1.37M | 0.12% | −130−0.9% | Reduced |
| Chemung Canal Trust Co | 14,329 | $1.39M | 0.27% | −154−1.1% | Reduced |
| Silver Oak Securities, Inc | 14,337 | $1.39M | 0.21% | +461+3.3% | Added |
| MTM Investment Management, LLC | 14,341 | $1.39M | 0.57% | +23+0.2% | Added |
| Alpha Omega Wealth Management LLC | 14,356 | $1.39M | 0.26% | −659−4.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 14,362 | $1.39M | 0.41% | +136+1.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,372 | $1.39M | 0.24% | +1,123+8.5% | Added |
| Hartline Investment Corp | 14,372 | $1.39M | 0.24% | +14,372 | New |
| Jacobi Capital Management LLC | 14,414 | $1.39M | 0.13% | +18+0.1% | Added |
| Jupiter Asset Management Ltd | 14,440 | $1.40M | 0.01% | +14,440 | New |
| Donaldson Capital Management, LLC | 14,523 | $1.40M | 0.06% | −10.0% | Reduced |
| Ingalls & Snyder LLC | 14,599 | $1.41M | 0.06% | −315−2.1% | Reduced |
| StoneX Group Inc. | 14,732 | $1.42M | 0.13% | +833+6.0% | Added |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.42M | 0.18% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 14,873 | $1.44M | 0.03% | +14,873 | New |
| Trust Co of Vermont | 14,946 | $1.45M | 0.08% | +1,164+8.4% | Added |
| American National Bank & Trust Co | 14,969 | $1.45M | 0.34% | +14,969 | New |
| Baker Tilly Wealth Management, LLC | 14,975 | $1.45M | 0.26% | +2,195+17.2% | Added |
| Private Trust Co NA | 14,998 | $1.45M | 0.16% | +799+5.6% | Added |
| Bradley Foster & Sargent Inc | 15,060 | $1.46M | 0.03% | −281−1.8% | Reduced |
| Capstone Investment Advisors, LLC | 15,223 | $1.47M | 0.03% | +13,711+906.8% | Added |
| Bull Street Advisors, LLC | 15,263 | $1.48M | 0.71% | −125−0.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 15,277 | $1.48M | 0.08% | +292+1.9% | Added |
| Ballast, Inc. | 15,330 | $1.48M | 0.47% | +436+2.9% | Added |
| First Personal Financial Services | 15,344 | $1.48M | 0.34% | +7,464+94.7% | Added |
| Cunning Capital Partners, LP | 15,435 | $1.49M | 0.83% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 15,446 | $1.49M | 0.47% | +60.0% | Added |
| LVW Advisors, LLC | 15,506 | $1.50M | 0.25% | +6,470+71.6% | Added |
| Advisory Alpha, LLC | 15,542 | $1.50M | 0.06% | +4,726+43.7% | Added |
| RFG Advisory, LLC | 15,621 | $1.51M | 0.05% | +10.0% | Added |
| Courier Capital LLC | 15,621 | $1.51M | 0.11% | −5,493−26.0% | Reduced |
| Old National Bancorp | 15,684 | $1.52M | 0.04% | −689−4.2% | Reduced |
| AMG National Trust Bank | 15,714 | $1.52M | 0.04% | +60.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 15,833 | $1.53M | 0.02% | +1,074+7.3% | Added |
| Harmony Asset Management LLC | 15,874 | $1.54M | 0.63% | −292−1.8% | Reduced |
| Private Wealth Partners, LLC | 15,901 | $1.54M | 0.12% | +350+2.3% | Added |
| Westpac Banking Corp | 15,922 | $1.54M | 0.12% | +8,700+120.5% | Added |
| Adalta Capital Management LLC | 15,968 | $1.54M | 0.85% | +7,278+83.8% | Added |
| Imprint Wealth LLC | 16,081 | $1.54M | 0.37% | +4,021+33.3% | Added |
| Hartford Funds Management Co LLC | 15,991 | $1.55M | 0.15% | +2,278+16.6% | Added |
| WealthTrust Axiom LLC | 16,116 | $1.56M | 0.50% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 16,149 | $1.56M | 0.35% | +2,324+16.8% | Added |
| Vectors Research Management, LLC | 16,261 | $1.57M | 0.44% | −7,317−31.0% | Reduced |
| Alberta Investment Management Corp | 16,300 | $1.58M | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 16,311 | $1.58M | 0.01% | −4,274−20.8% | Reduced |
| Signaturefd, LLC | 16,438 | $1.59M | 0.03% | +782+5.0% | Added |
| GYL Financial Synergies, LLC | 16,474 | $1.59M | 0.12% | +160+1.0% | Added |
| Community Bank & Trust, Waco, Texas | 16,496 | $1.59M | 0.39% | +9+0.1% | Added |
| Mission Wealth Management, LP | 16,579 | $1.60M | 0.04% | +1,834+12.4% | Added |
| Park National Corp | 16,593 | $1.60M | 0.06% | −741−4.3% | Reduced |
| Nepsis, Inc. | 16,639 | $1.61M | 0.44% | −276−1.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 16,652 | $1.61M | 0.32% | +250+1.5% | Added |
| Resolution Capital Ltd | 16,657 | $1.61M | 0.03% | +9,043+118.8% | Added |
| Wolff Wiese Magana LLC | 16,691 | $1.61M | 1.39% | −55−0.3% | Reduced |
| Old Port Advisors | 16,729 | $1.62M | 0.50% | +1,786+12.0% | Added |
| Mitchell McLeod Pugh & Williams Inc | 16,772 | $1.62M | 0.39% | −66−0.4% | Reduced |
| Norway Savings Bank | 16,839 | $1.63M | 0.68% | −978−5.5% | Reduced |