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Livermore
Livermore
ZHEN

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.

Other share classesDUKBDUKUDUK.PA

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.

Institutional holdersQ1 2024: 1,905 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ1 2024: $48.4B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q4 2023.

Institutions holding DUK in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Icon Wealth Advisors, LLC1,219$117.9K0.01%−559−31.4%Reduced
Coston, McIsaac & Partners1,236$119.0K0.04%+265+27.3%Added
Cranbrook Wealth Management, LLC1,233$119.2K0.03%00.0%Unchanged
Nemes Rush Group LLC1,236$119.5K0.02%00.0%Unchanged
Community Bank, N.A.1,250$120.9K0.02%−275−18.0%Reduced
Hollencrest Capital Management1,250$120.9K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC1,309$126.6K0.07%00.0%Unchanged
Investors Research Corp1,310$126.7K0.03%00.0%Unchanged
LGT Financial Advisors LLC1,327$128.3K0.15%+14+1.1%Added
Atwood & Palmer Inc1,348$130.4K0.01%−32−2.3%Reduced
Vestor Capital, LLC1,353$131.0K0.01%00.0%Unchanged
Knuff & Co LLC1,358$131.3K0.04%−209−13.3%Reduced
TCTC Holdings, LLC1,373$132.8K0.00%00.0%Unchanged
Venturi Wealth Management, LLC1,380$133.4K0.01%+114+9.0%Added
Main Street Group, LTD1,400$134.6K0.06%+324+30.1%Added
Center for Financial Planning, Inc.1,408$136.2K0.02%−5−0.4%Reduced
Tyler-Stone Wealth Management1,410$136.4K0.06%+177+14.4%Added
Country Trust Bank1,480$143.1K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators1,505$145.5K0.07%+90+6.4%Added
CoreFirst Bank & Trust1,522$147.2K0.09%−270−15.1%Reduced
Arrow Financial Corp1,528$147.8K0.01%−24−1.5%Reduced
Dakota Community Bank & Trust NA1,544$149.3K0.81%+26+1.7%Added
Shell Asset Management Co1,499$150.0K0.01%−133−8.1%Reduced
Leonteq Securities AG1,558$150.7K0.02%−65−4.0%Reduced
RFP Financial Group LLC1,561$151.0K0.06%−142−8.3%Reduced
Wetzel Investment Advisors, Inc.1,581$151.7K0.09%−8−0.5%Reduced
Sound Income Strategies, LLC1,602$154.9K0.01%+2+0.1%Added
Johnson Financial Group, Inc.1,640$158.6K0.01%+184+12.6%Added
Allianz SE1,666$161.1K0.01%+1,666New
Barrett & Company, Inc.1,694$163.8K0.08%−18−1.1%Reduced
New Covenant Trust Company, N.A.1,711$165.5K0.17%+1,711New
First United Bank Trust1,718$166.1K0.06%00.0%Unchanged
Bullock Wealth Management Group1,749$168.1K0.11%+1,749New
Old Second National Bank of Aurora1,738$168.1K0.04%00.0%Unchanged
ZRC Wealth Management, LLC1,749$169.1K0.08%−133−7.1%Reduced
JJJ Advisors Inc.1,750$169.2K0.04%−717−29.1%Reduced
WR Wealth Planners, LLC1,757$170.0K0.05%+1,757New
Castleview Partners, LLC1,763$170.5K0.10%+459+35.2%Added
AlphaMark Advisors, LLC1,774$172.0K0.06%−162−8.4%Reduced
Stephens Consulting, LLC1,787$172.8K0.05%00.0%Unchanged
Kepos Capital LP1,788$173.0K0.04%−1,048−37.0%Reduced
Gradient Investments LLC1,798$173.9K0.00%−6,287−77.8%Reduced
Tradewinds Capital Management, LLC1,809$174.9K0.05%00.0%Unchanged
BKM Wealth Management, LLC1,831$177.1K0.08%+197+12.1%Added
Harbor Investment Advisory, LLC1,836$177.6K0.02%−2,139−53.8%Reduced
Gen-Wealth Partners Inc1,840$177.9K0.09%+1,840New
Beaird Harris Wealth Management, LLC1,873$181.1K0.02%+239+14.6%Added
Hazlett, Burt & Watson, Inc.1,893$182.0K0.11%+255+15.6%Added
Silvant Capital Management LLC1,886$182.4K0.01%00.0%Unchanged
MV Capital Management, Inc.1,898$183.6K0.02%+10+0.5%Added
Alta Advisers Ltd1,900$183.7K0.09%00.0%Unchanged
Valley National Advisers Inc1,922$185.0K0.03%+31+1.6%Added
Glass Jacobson Investment Advisors llc1,928$186.5K0.07%+97+5.3%Added
Chelsea Counsel Co1,951$188.7K0.11%00.0%Unchanged
City State Bank1,951$189.0K0.08%00.0%Unchanged
SRS Capital Advisors, Inc.1,999$193.4K0.02%+293+17.2%Added
West Branch Capital LLC2,031$196.4K0.08%−694−25.5%Reduced
Indiana Trust & Investment Management CO2,047$198.0K0.08%−108−5.0%Reduced
Larson Financial Group LLC2,056$198.8K0.02%−171−7.7%Reduced
Eads & Heald Wealth Management2,072$200.0K0.09%−757−26.8%Reduced
Stone Run Capital, LLC2,071$200.3K0.08%00.0%Unchanged
Lindbrook Capital, LLC2,073$200.5K0.02%−302−12.7%Reduced
Calamos Wealth Management LLC2,102$203.3K0.01%−781−27.1%Reduced
XTX Topco Ltd2,103$203.4K0.03%+2,103New
Horan Capital Advisors, LLC.2,104$203.5K0.07%−418−16.6%Reduced
D'Orazio & Associates, Inc.2,107$203.7K0.03%+2,107New
DMG Group, LLC2,108$203.9K0.18%−609−22.4%Reduced
Ostrum Asset Management2,110$204.1K0.02%00.0%Unchanged
Papp L Roy & Associates2,135$206.5K0.02%00.0%Unchanged
First Financial Bankshares Inc2,141$207.1K0.00%−655−23.4%Reduced
Foster Group, Inc.2,150$208.0K0.01%+2,150New
Householder Group Estate & Retirement Specialist, LLC2,167$209.6K0.06%+121+5.9%Added
Institutional & Family Asset Management, LLC2,169$209.8K0.03%00.0%Unchanged
Clayton Financial Group LLC2,170$209.9K0.10%+2,170New
M. Kraus & Co2,179$210.7K0.06%−266−10.9%Reduced
Capital Analysts, LLC2,188$211.0K0.01%00.0%Unchanged
Roble, Belko & Company, Inc2,182$211.0K0.04%00.0%Unchanged
Fiduciary Family Office, LLC2,183$211.1K0.08%+2,183New
Geller Advisors LLC2,193$212.1K0.02%+34+1.6%Added
Tilia Fiduciary Partners, Inc.2,197$212.5K0.17%−357−14.0%Reduced
Providence First Trust Co2,200$212.8K0.09%00.0%Unchanged
Meridian Financial, LLC2,206$213.4K0.16%00.0%Unchanged
MeadowBrook Investment Advisors LLC2,207$213.4K0.20%00.0%Unchanged
Detalus Advisors, LLC2,226$215.2K0.08%−875−28.2%Reduced
Keel Point, LLC2,229$215.5K0.02%−10−0.4%Reduced
Arkfeld Wealth Strategies, L.L.C.2,262$215.9K0.12%+17+0.8%Added
Charles Schwab Trust Co2,232$215.9K0.02%+2,232New
Tradition Wealth Management, LLC2,233$215.9K0.02%+16+0.7%Added
LexAurum Advisors, LLC2,233$216.0K0.05%−18−0.8%Reduced
Matrix Private Capital Group LLC2,233$216.0K0.15%00.0%Unchanged
Callan Capital, LLC2,233$216.0K0.02%+2,233New
Liberty Wealth Management LLC2,238$216.0K0.04%+70+3.2%Added
Howard Wealth Management, LLC2,234$216.1K0.18%−25−1.1%Reduced
Annis Gardner Whiting Capital Advisors, LLC2,236$216.3K0.08%+365+19.5%Added
Corton Capital Inc.2,243$216.9K0.08%−8,483−79.1%Reduced
LCM Capital Management Inc2,252$217.8K0.14%+36+1.6%Added
Cubic Asset Management, LLC2,263$218.9K0.05%00.0%Unchanged
Cardiff Park Advisors, LLC2,263$218.9K0.02%+2,263New
Farmers & Merchants Trust Co of Chambersburg PA2,264$219.0K0.09%+7+0.3%Added
Arden Trust Co2,266$219.1K0.03%00.0%Unchanged