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
- 1,904
- +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 | 2,492 | $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 |
|---|---|---|---|---|---|
| Mainsail Asset Management, LLC | 2,270 | $219.5K | 0.18% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 2,275 | $220.0K | 0.02% | +189+9.1% | Added |
| Clear Creek Financial Management, LLC | 2,282 | $220.7K | 0.03% | +44+2.0% | Added |
| Avidian Wealth Solutions, LLC | 2,284 | $220.9K | 0.01% | +94+4.3% | Added |
| Essex Investment Management Co LLC | 2,291 | $221.6K | 0.04% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,304 | $222.8K | 0.06% | +2,304 | New |
| Bridge Creek Capital Management LLC | 2,307 | $223.1K | 0.07% | 00.0% | Unchanged |
| Vantage Financial Partners Ltd., Inc. | 2,311 | $223.5K | 0.06% | +2,311 | New |
| Donald L. Hagan, LLC | 2,312 | $223.6K | 0.12% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 2,316 | $224.0K | 0.12% | +23+1.0% | Added |
| Power Wealth Management LLC | 2,325 | $224.9K | 0.14% | −527−18.5% | Reduced |
| Western Pacific Wealth Management, LP | 2,327 | $225.0K | 0.16% | +10.0% | Added |
| Gleason Group, Inc. | 2,329 | $225.3K | 0.05% | −361−13.4% | Reduced |
| Lokken Investment Group LLC | 2,331 | $225.4K | 0.11% | +3+0.1% | Added |
| Apella Capital, LLC | 2,318 | $225.6K | 0.01% | −362−13.5% | Reduced |
| Northern Oak Wealth Management Inc | 2,337 | $226.0K | 0.03% | −261−10.0% | Reduced |
| United Asset Strategies, Inc. | 2,347 | $226.9K | 0.02% | −61−2.5% | Reduced |
| CTC Alternative Strategies, Ltd. | 2,350 | $227.3K | 0.14% | +2,350 | New |
| Proficio Capital Partners LLC | 2,357 | $227.9K | 0.03% | −114−4.6% | Reduced |
| Clarus Group, Inc. | 2,358 | $228.1K | 0.16% | −93−3.8% | Reduced |
| McRae Capital Management Inc | 2,366 | $228.8K | 0.05% | 00.0% | Unchanged |
| Allstate Corp | 2,369 | $229.1K | 0.02% | −98−4.0% | Reduced |
| S. R. Schill & Associates | 2,375 | $229.7K | 0.10% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,377 | $229.9K | 0.02% | +85+3.7% | Added |
| Union Savings Bank | 2,388 | $230.9K | 0.12% | 00.0% | Unchanged |
| Joule Financial, LLC | 2,390 | $231.2K | 0.10% | +10.0% | Added |
| Bath Savings Trust Co | 2,391 | $231.2K | 0.02% | −78−3.2% | Reduced |
| CapWealth Advisors, LLC | 2,393 | $231.4K | 0.03% | −305−11.3% | Reduced |
| Truvestments Capital LLC | 2,399 | $232.0K | 0.09% | −1,131−32.0% | Reduced |
| Apriem Advisors | 2,400 | $232.1K | 0.03% | −948−28.3% | Reduced |
| Penn Mutual Asset Management, LLC | 2,400 | $232.1K | 0.50% | 00.0% | Unchanged |
| Bay Rivers Group | 2,404 | $232.5K | 0.13% | +275+12.9% | Added |
| Summit X, LLC | 2,403 | $232.6K | 0.06% | −108−4.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 2,406 | $232.6K | 0.13% | −767−24.2% | Reduced |
| Royal Capital Wealth Management, LLC | 2,416 | $233.7K | 0.18% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,469 | $234.3K | 0.03% | +200+8.8% | Added |
| Mezzasalma Advisors, LLC | 2,425 | $234.5K | 0.11% | +351+16.9% | Added |
| Lockerman Financial Group, Inc. | 2,426 | $234.6K | 0.45% | −2−0.1% | Reduced |
| Catalina Capital Group, LLC | 2,428 | $234.8K | 0.10% | +2,428 | New |
| TrueWealth Advisors, LLC | 2,429 | $234.9K | 0.09% | +143+6.3% | Added |
| Bridges Investment Management Inc | 2,429 | $234.9K | 0.01% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 2,430 | $235.0K | 0.07% | +10.0% | Added |
| Sugarloaf Wealth Management, LLC | 2,436 | $235.6K | 0.05% | −390−13.8% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 2,437 | $235.6K | 0.10% | +16+0.7% | Added |
| Bremer Bank National Association | 2,442 | $236.2K | 0.04% | −28,991−92.2% | Reduced |
| NBW Capital LLC | 2,442 | $236.2K | 0.05% | +263+12.1% | Added |
| Delap Wealth Advisory, LLC | 2,442 | $236.2K | 0.10% | +2,442 | New |
| Virtue Capital Management, LLC | 2,474 | $236.9K | 0.04% | +2,474 | New |
| Weatherly Asset Management L. P. | 2,463 | $238.2K | 0.02% | +10.0% | Added |
| Red Wave Investments LLC | 2,464 | $238.3K | 0.09% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,468 | $238.7K | 0.01% | +2,468 | New |
| Edgemoor Investment Advisors, Inc. | 2,474 | $239.3K | 0.02% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 2,475 | $239.4K | 0.05% | −1,741−41.3% | Reduced |
| Peoples Bank | 2,477 | $239.5K | 0.19% | 00.0% | Unchanged |
| Hilltop National Bank | 2,484 | $240.2K | 0.08% | +2,484 | New |
| Grandfield & Dodd, LLC | 2,485 | $240.3K | 0.02% | −66−2.6% | Reduced |
| FRG Family Wealth Advisors LLC | 2,450 | $240.7K | 0.05% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 2,493 | $241.1K | 0.13% | +118+5.0% | Added |
| Shayne & Co., LLC | 2,500 | $241.8K | 0.07% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 2,505 | $242.3K | 0.21% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 2,517 | $243.4K | 0.08% | +300+13.5% | Added |
| Northstar Advisory Group, LLC | 2,365 | $243.7K | 0.15% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 2,520 | $243.7K | 0.07% | −165−6.1% | Reduced |
| Evoke Wealth, LLC | 2,521 | $243.8K | 0.01% | +2,521 | New |
| Zacks Investment Management | 2,522 | $243.9K | 0.00% | −571−18.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,522 | $244.0K | 0.10% | −31−1.2% | Reduced |
| Hudson Value Partners, LLC | 2,525 | $244.2K | 0.10% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,526 | $244.3K | 0.03% | +230+10.0% | Added |
| Obsidian Personal Planning Solutions LLC | 2,487 | $244.4K | 0.16% | −333−11.8% | Reduced |
| Executive Wealth Management, LLC | 2,547 | $244.7K | 0.02% | +2,547 | New |
| Central Bank & Trust Co | 2,534 | $245.1K | 0.03% | −2,037−44.6% | Reduced |
| Custom Portfolio Group LLC | 2,574 | $245.1K | 0.20% | 00.0% | Unchanged |
| First American Trust, FSB | 2,534 | $245.1K | 0.03% | +2,534 | New |
| Sittner & Nelson, LLC | 2,551 | $246.7K | 0.12% | 00.0% | Unchanged |
| M&R Capital Management Inc | 2,557 | $247.3K | 0.06% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 2,563 | $247.8K | 0.07% | +15+0.6% | Added |
| VeraBank, N.A. | 2,563 | $247.9K | 0.08% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,566 | $248.1K | 0.02% | −243−8.7% | Reduced |
| Kapitalo Investimentos Ltda | 2,566 | $248.2K | 0.05% | −1,081−29.6% | Reduced |
| McLean Asset Management Corp | 2,556 | $248.7K | 0.09% | −407−13.7% | Reduced |
| Citizens National Bank Trust Department | 2,577 | $249.2K | 0.06% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2,584 | $249.9K | 0.07% | −995−27.8% | Reduced |
| Rossmore Private Capital | 2,584 | $249.9K | 0.03% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 2,593 | $250.8K | 0.06% | 00.0% | Unchanged |
| First Nebraska Trust Co | 2,593 | $250.8K | 0.03% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,596 | $251.0K | 0.01% | −867−25.0% | Reduced |
| Prosperity Consulting Group, LLC | 2,599 | $251.4K | 0.03% | +2,599 | New |
| Griffin Asset Management, Inc. | 2,599 | $251.4K | 0.03% | +2,599 | New |
| Peachtree Investment Partners, LLC | 2,609 | $252.3K | 0.10% | −188−6.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 2,611 | $252.5K | 0.02% | +2,611 | New |
| Partnership Wealth Management, LLC | 2,612 | $252.6K | 0.18% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 2,615 | $252.9K | 0.04% | −207−7.3% | Reduced |
| CBOE Vest Financial, LLC | 2,628 | $254.2K | 0.01% | +2,628 | New |
| Evergreen Capital Management LLC | 2,631 | $254.4K | 0.01% | +358+15.8% | Added |
| BIP Wealth, LLC | 2,631 | $254.5K | 0.02% | −790−23.1% | Reduced |
| Baron Wealth Management LLC | 2,638 | $255.1K | 0.14% | +240+10.0% | Added |
| O'Keefe Stevens Advisory, Inc. | 2,640 | $255.3K | 0.08% | +2,640 | New |
| Stokes Family Office, LLC | 2,643 | $255.6K | 0.03% | +6+0.2% | Added |
| Gilman Hill Asset Management, LLC | 2,645 | $255.8K | 0.05% | −100−3.6% | Reduced |
| Thrive Capital Management, LLC | 2,647 | $255.9K | 0.14% | −2,206−45.5% | Reduced |