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 |
|---|---|---|---|---|---|
| Covestor Ltd | 316 | $31.0K | 0.02% | −13−4.0% | Reduced |
| FSC Wealth Advisors, LLC | 322 | $31.1K | 0.02% | −1−0.3% | Reduced |
| Tortoise Investment Management, LLC | 334 | $32.3K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 336 | $32.5K | 0.01% | +169+101.2% | Added |
| Abound Wealth Management | 338 | $32.7K | 0.01% | −246−42.1% | Reduced |
| Lipe & Dalton | 343 | $33.0K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 343 | $33.2K | 0.02% | +2+0.6% | Added |
| First Community Trust NA | 348 | $33.7K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 353 | $34.1K | 0.01% | +4+1.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 364 | $35.2K | 0.01% | +47+14.8% | Added |
| Acima Private Wealth, LLC | 368 | $35.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 368 | $35.6K | 0.01% | +117+46.6% | Added |
| EntryPoint Capital, LLC | 375 | $36.3K | 0.03% | +375 | New |
| Motco | 387 | $37.4K | 0.00% | −41−9.6% | Reduced |
| McIlrath & Eck, LLC | 392 | $37.9K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 420 | $40.6K | 0.01% | −229−35.3% | Reduced |
| Rise Advisors, LLC | 423 | $40.9K | 0.02% | +423 | New |
| Horrell Capital Management, Inc. | 429 | $41.0K | 0.01% | +4+0.9% | Added |
| Gilliland Jeter Wealth Management LLC | 433 | $41.9K | 0.01% | +433 | New |
| FSA Wealth Management LLC | 437 | $42.3K | 0.02% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 440 | $42.6K | 0.03% | −1,383−75.9% | Reduced |
| Prestige Wealth Management Group LLC | 449 | $43.4K | 0.01% | −215−32.4% | Reduced |
| Twin Tree Management, LP | 468 | $45.3K | 0.00% | +468 | New |
| Rational Advisors LLC | 472 | $45.6K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 471 | $46.0K | 0.01% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 500 | $48.4K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 500 | $48.4K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 502 | $48.6K | 0.02% | +4+0.8% | Added |
| Stuart Chaussee & Associates, Inc. | 514 | $49.7K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 518 | $50.1K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 534 | $51.6K | 0.02% | −250−31.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 550 | $53.2K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 560 | $54.2K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 570 | $55.1K | 0.01% | −570−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 574 | $55.5K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 574 | $55.5K | 0.03% | +1+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 579 | $56.0K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 585 | $56.2K | 0.05% | 00.0% | Unchanged |
| Emfo, LLC | 584 | $56.5K | 0.05% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 587 | $57.0K | 0.04% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 588 | $57.8K | 0.05% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 608 | $58.8K | 0.03% | +6+1.0% | Added |
| Canopy Partners, LLC | 610 | $59.0K | 0.03% | −1,919−75.9% | Reduced |
| Bruce G. Allen Investments, LLC | 621 | $60.1K | 0.05% | −111−15.2% | Reduced |
| Macroview Investment Management LLC | 629 | $60.8K | 0.07% | +2+0.3% | Added |
| LRI Investments, LLC | 635 | $61.4K | 0.02% | +635 | New |
| Jackson, Grant Investment Advisers, Inc. | 636 | $61.5K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 649 | $62.8K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 649 | $62.8K | 0.00% | −407−38.5% | Reduced |
| Wellington Shields Capital Management, LLC | 649 | $62.8K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 667 | $64.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 667 | $64.5K | 0.02% | +667 | New |
| Westside Investment Management, Inc. | 671 | $64.9K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 695 | $67.2K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 697 | $67.4K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 700 | $67.7K | 0.01% | −100−12.5% | Reduced |
| C M Bidwell & Associates Ltd | 708 | $68.5K | 0.05% | +708 | New |
| Luken Investment Analytics, LLC | 721 | $69.7K | 0.04% | 00.0% | Unchanged |
| PFS Partners, LLC | 741 | $71.7K | 0.05% | +6+0.8% | Added |
| Foster Dykema Cabot & Partners, LLC | 743 | $71.9K | 0.01% | +224+43.2% | Added |
| Laffer Tengler Investments | 756 | $73.1K | 0.02% | −61−7.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 763 | $73.8K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 794 | $76.8K | 0.03% | +80+11.2% | Added |
| Louisbourg Investments Inc. | 800 | $77.4K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 810 | $78.3K | 0.04% | −21−2.5% | Reduced |
| Virtus Investment Advisers, Inc. | 813 | $78.6K | 0.06% | −86−9.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 821 | $80.0K | 0.01% | −7,644−90.3% | Reduced |
| Central Pacific Bank - Trust Division | 833 | $80.0K | 0.01% | +833 | New |
| Capital Advisors, Ltd. LLC | 869 | $84.0K | 0.01% | +99+12.9% | Added |
| GoalVest Advisory LLC | 891 | $86.2K | 0.03% | +801+890.0% | Added |
| Highlander Capital Management, LLC | 929 | $89.8K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 894 | $91.9K | 0.02% | +10+1.1% | Added |
| GPS Wealth Strategies Group, LLC | 953 | $92.2K | 0.01% | −46−4.6% | Reduced |
| Missouri Trust & Investment Co | 971 | $93.9K | 0.04% | +500+106.2% | Added |
| Plante Moran Financial Advisors, LLC | 992 | $95.9K | 0.01% | +158+18.9% | Added |
| Atticus Wealth Management, LLC | 993 | $96.0K | 0.03% | −110−10.0% | Reduced |
| Mechanics Financial Corp | 1,000 | $96.7K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,004 | $97.0K | 0.00% | +1,004 | New |
| Byrne Asset Management LLC | 1,018 | $98.5K | 0.07% | – | – |
| Piscataqua Savings Bank | 1,029 | $99.5K | 0.09% | 00.0% | Unchanged |
| Advantage Trust Co | 1,029 | $99.5K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,033 | $99.9K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,051 | $101.6K | 0.03% | +9+0.9% | Added |
| Webster Bank, N. A. | 1,059 | $102.4K | 0.01% | −116−9.9% | Reduced |
| AllSquare Wealth Management LLC | 1,082 | $104.6K | 0.06% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,098 | $106.0K | 0.04% | +266+32.0% | Added |
| Bangor Savings Bank | 1,103 | $106.7K | 0.01% | −314−22.2% | Reduced |
| Old Point Trust & Financial Services N A | 1,103 | $106.7K | 0.04% | −210−16.0% | Reduced |
| Scarborough Advisors, LLC | 1,127 | $109.0K | 0.05% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,130 | $109.3K | 0.00% | −10,375−90.2% | Reduced |
| Raffa Wealth Management, LLC | 1,135 | $109.8K | 0.03% | +1,021+895.6% | Added |
| Cambridge Trust Co | 1,136 | $109.9K | 0.00% | −952−45.6% | Reduced |
| First Foundation Advisors | 1,158 | $112.0K | 0.00% | −629−35.2% | Reduced |
| Key Financial Inc | 1,165 | $112.7K | 0.03% | +107+10.1% | Added |
| Redmont Wealth Advisors LLC | 1,170 | $113.2K | 0.16% | +1,170 | New |
| Toth Financial Advisory Corp | 1,178 | $113.9K | 0.01% | +11+0.9% | Added |
| Ziegler Capital Management, LLC | 11,851 | $114.6K | 0.00% | −4,215−26.2% | Reduced |
| S.A. Mason LLC | 1,203 | $116.3K | 0.07% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,207 | $116.7K | 0.05% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,209 | $116.9K | 0.09% | +1,209 | New |