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 |
|---|---|---|---|---|---|
| Jeppson Wealth Management, LLC | 16,900 | $1.63M | 0.63% | +40+0.2% | Added |
| Twin City Private Wealth, LLC | 16,923 | $1.64M | 1.61% | +16,923 | New |
| Old North State Wealth Management, LLC | 16,984 | $1.64M | 1.07% | +1,322+8.4% | Added |
| Arete Wealth Advisors, LLC | 17,004 | $1.65M | 0.15% | +7,855+85.9% | Added |
| Buckingham Strategic Wealth, LLC | 17,027 | $1.65M | 0.02% | +13+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 17,153 | $1.66M | 0.07% | −31,939−65.1% | Reduced |
| Cullinan Associates Inc | 17,198 | $1.66M | 0.09% | −8,740−33.7% | Reduced |
| Elevated Capital Advisors, LLC | 17,292 | $1.67M | 0.48% | +859+5.2% | Added |
| Marino, Stram & Associates LLC | 17,301 | $1.67M | 0.40% | +273+1.6% | Added |
| Allworth Financial LP | 17,326 | $1.68M | 0.01% | +2,572+17.4% | Added |
| Ledgewood Wealth Advisors, LLC | 17,404 | $1.68M | 1.56% | 00.0% | Unchanged |
| Leo Wealth, LLC | 17,450 | $1.68M | 0.17% | −1,628−8.5% | Reduced |
| Hanson & Doremus Investment Management | 17,492 | $1.69M | 0.29% | −506−2.8% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,583 | $1.70M | 0.67% | −169−1.0% | Reduced |
| Veriti Management LLC | 17,638 | $1.71M | 0.13% | −492−2.7% | Reduced |
| Greenleaf Trust | 17,671 | $1.71M | 0.02% | −3,082−14.9% | Reduced |
| Wagner Wealth Management, LLC | 17,729 | $1.71M | 0.52% | +308+1.8% | Added |
| Aviance Capital Partners, LLC | 17,750 | $1.72M | 0.26% | +2,552+16.8% | Added |
| Glenview Trust Co | 17,861 | $1.73M | 0.04% | −776−4.2% | Reduced |
| Good Life Advisors, LLC | 17,862 | $1.73M | 0.15% | −602−3.3% | Reduced |
| WealthShield Partners, LLC | 17,884 | $1.73M | 0.28% | −923−4.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 17,900 | $1.73M | 0.21% | −4,610−20.5% | Reduced |
| City Holding Co | 17,916 | $1.73M | 0.26% | −946−5.0% | Reduced |
| Argent Advisors, Inc. | 17,937 | $1.73M | 0.69% | −1,404−7.3% | Reduced |
| Proequities, Inc. | 17,947 | $1.74M | 0.11% | −899−4.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 17,982 | $1.74M | 0.16% | −404−2.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 18,027 | $1.74M | 0.20% | −757−4.0% | Reduced |
| First National Trust Co | 18,067 | $1.75M | 0.07% | −517−2.8% | Reduced |
| Randolph Co Inc | 18,144 | $1.75M | 0.22% | −155−0.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 18,148 | $1.76M | 0.41% | +634+3.6% | Added |
| IHT Wealth Management, LLC | 18,159 | $1.76M | 0.07% | +451+2.5% | Added |
| Symphony Financial, Ltd. Co. | 18,187 | $1.76M | 0.41% | −1,348−6.9% | Reduced |
| Worldquant Millennium Advisors LLC | 18,281 | $1.77M | 0.02% | +18,281 | New |
| Certified Advisory Corp | 18,298 | $1.77M | 0.25% | +707+4.0% | Added |
| McMahon Financial Advisors, LLC | 18,374 | $1.78M | 0.47% | −50−0.3% | Reduced |
| apricus wealth, LLC | 18,394 | $1.78M | 1.25% | +2,966+19.2% | Added |
| Fox Hill Wealth Management | 18,402 | $1.78M | 1.20% | +11,740+176.2% | Added |
| Hartford Financial Management Inc. | 18,447 | $1.78M | 0.38% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 18,516 | $1.79M | 0.27% | −826−4.3% | Reduced |
| Davis Investment Partners, LLC | 18,770 | $1.79M | 0.78% | −616−3.2% | Reduced |
| Hamel Associates, Inc. | 18,647 | $1.80M | 0.58% | +7,010+60.2% | Added |
| Brown Brothers Harriman & Co | 18,657 | $1.80M | 0.01% | +1,448+8.4% | Added |
| Smith, Moore & Co. | 18,730 | $1.81M | 0.19% | +237+1.3% | Added |
| Cullen/Frost Bankers, Inc. | 18,767 | $1.81M | 0.03% | −1,103−5.6% | Reduced |
| Harbor Capital Advisors, Inc. | 18,880 | $1.83M | 0.24% | +18,880 | New |
| Degroof Petercam Asset Management | 18,900 | $1.83M | 0.02% | +600+3.3% | Added |
| Clearbridge Investments, LLC | 19,105 | $1.85M | 0.00% | −19,909−51.0% | Reduced |
| NEOS Investment Management LLC | 19,212 | $1.86M | 0.12% | +8,274+75.6% | Added |
| London Co of Virginia | 19,251 | $1.86M | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 19,287 | $1.87M | 0.22% | −2,805−12.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,457 | $1.88M | 0.02% | +19,457 | New |
| Physicians Financial Services, Inc. | 19,582 | $1.89M | 0.67% | +113+0.6% | Added |
| TSP Capital Management Group, LLC | 19,698 | $1.91M | 0.61% | −1,992−9.2% | Reduced |
| Compagnie Lombard Odier SCmA | 19,750 | $1.91M | 0.03% | +4,500+29.5% | Added |
| Ameritas Advisory Services, LLC | 19,591 | $1.92M | 0.08% | +4,102+26.5% | Added |
| Green Square Capital Advisors LLC | 19,821 | $1.92M | 0.26% | −824−4.0% | Reduced |
| Wedbush Securities Inc | 19,862 | $1.92M | 0.07% | +1,853+10.3% | Added |
| Fundamentun, LLC | 19,919 | $1.93M | 0.19% | −1,774−8.2% | Reduced |
| KKM Financial LLC | 19,990 | $1.93M | 0.94% | +3,800+23.5% | Added |
| UniSuper Management Pty Ltd | 20,187 | $1.95M | 0.02% | +13,783+215.2% | Added |
| Marks Group Wealth Management, Inc | 20,194 | $1.95M | 0.20% | −1,282−6.0% | Reduced |
| Clarkston Capital Partners, LLC | 20,210 | $1.95M | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20,243 | $1.96M | 0.07% | +1,837+10.0% | Added |
| Cornerstone Wealth Group, LLC | 20,421 | $1.97M | 0.18% | +5,701+38.7% | Added |
| FourThought Financial Partners, LLC | 20,449 | $1.98M | 0.23% | +127+0.6% | Added |
| CCM Investment Advisers LLC | 20,489 | $1.98M | 0.24% | −1,625−7.3% | Reduced |
| Tower Research Capital LLC (TRC) | 20,528 | $1.99M | 0.05% | −64,990−76.0% | Reduced |
| Point72 Hong Kong Ltd | 20,665 | $2.00M | 0.10% | +20,665 | New |
| Successful Portfolios LLC | 20,694 | $2.00M | 1.37% | −478−2.3% | Reduced |
| Equitable Trust Co | 20,697 | $2.00M | 0.14% | +2,969+16.7% | Added |
| Armor Investment Advisors, LLC | 20,702 | $2.00M | 0.96% | −7,348−26.2% | Reduced |
| ISAM Funds (UK) Ltd | 20,716 | $2.00M | 1.15% | +20,716 | New |
| Rakuten Investment Management, Inc. | 20,730 | $2.00M | 0.01% | +18,824+987.6% | Added |
| Mechanics Bank Trust Department | 20,764 | $2.01M | 0.29% | +913+4.6% | Added |
| Stiles Financial Services Inc | 20,769 | $2.01M | 0.80% | +716+3.6% | Added |
| Sound View Wealth Advisors Group, LLC | 20,775 | $2.01M | 0.21% | −1,012−4.6% | Reduced |
| SpiderRock Advisors, LLC | 21,218 | $2.01M | 0.07% | +21,218 | New |
| Ti-Trust, Inc | 20,855 | $2.02M | 1.48% | 00.0% | Unchanged |
| Walleye Capital LLC | 20,932 | $2.02M | 0.02% | −29,735−58.7% | Reduced |
| Massmutual Trust Co FSB | 21,047 | $2.04M | 0.06% | +1,659+8.6% | Added |
| Empire Financial Management Company, LLC | 21,133 | $2.04M | 0.68% | +153+0.7% | Added |
| Franklin Street Advisors Inc | 21,169 | $2.05M | 0.15% | −145−0.7% | Reduced |
| Berkeley Capital Partners, LLC | 21,167 | $2.05M | 0.62% | +1,700+8.7% | Added |
| Shoker Investment Counsel, Inc. | 21,471 | $2.06M | 0.74% | +98+0.5% | Added |
| Holocene Advisors, LP | 21,368 | $2.07M | 0.01% | −64,909−75.2% | Reduced |
| Modera Wealth Management, LLC | 21,397 | $2.07M | 0.03% | −1,680−7.3% | Reduced |
| Verdence Capital Advisors LLC | 21,433 | $2.07M | 0.19% | +1,489+7.5% | Added |
| Canandaigua National Bank & Trust Co | 21,475 | $2.08M | 0.31% | −705−3.2% | Reduced |
| Strategic Blueprint, LLC | 21,616 | $2.09M | 0.15% | +1,128+5.5% | Added |
| Simplicity Wealth,LLC | 21,646 | $2.09M | 0.05% | +21,646 | New |
| BKD Wealth Advisors, LLC | 21,665 | $2.10M | 0.05% | −319−1.5% | Reduced |
| Bleakley Financial Group, LLC | 21,707 | $2.10M | 0.06% | −165−0.8% | Reduced |
| Dakota Wealth Management | 21,719 | $2.10M | 0.05% | +3,768+21.0% | Added |
| Valeo Financial Advisors, LLC | 21,300 | $2.11M | 0.08% | +2,679+14.4% | Added |
| Wealth Alliance | 22,121 | $2.14M | 0.28% | +1,255+6.0% | Added |
| Garrett Investment Advisors LLC | 22,402 | $2.17M | 0.27% | +1,629+7.8% | Added |
| L & S Advisors Inc | 22,405 | $2.17M | 0.24% | +22,405 | New |
| Siemens Fonds Invest GmbH | 22,505 | $2.18M | 0.17% | −3,238−12.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 22,508 | $2.18M | 0.11% | +548+2.5% | Added |
| Wealth Group, Ltd. | 22,762 | $2.20M | 1.66% | +22,762 | New |