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 |
|---|---|---|---|---|---|
| Sanders Morris Harris LLC | 2,650 | $256.3K | 0.05% | +2,650 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,659 | $257.2K | 0.16% | −559−17.4% | Reduced |
| Graham Capital Management, L.P. | 2,662 | $257.4K | 0.01% | −221,498−98.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,667 | $257.9K | 0.09% | +3+0.1% | Added |
| Eagle Capital Management, LLC | 2,673 | $259.0K | 0.12% | +2,673 | New |
| Pearl River Capital, LLC | 2,681 | $259.3K | 0.04% | +2,681 | New |
| NorthStar Asset Management LLC | 2,687 | $259.9K | 0.20% | +138+5.4% | Added |
| Kraematon Investment Advisors, Inc | 2,694 | $260.6K | 0.26% | −27−1.0% | Reduced |
| Verus Capital Partners, LLC | 2,700 | $261.1K | 0.03% | −16−0.6% | Reduced |
| L2 Asset Management, LLC | 2,710 | $262.1K | 0.09% | +220+8.8% | Added |
| Alaethes Wealth LLC | 2,720 | $263.1K | 0.11% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,721 | $263.1K | 0.15% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 2,696 | $263.4K | 0.05% | −901−25.0% | Reduced |
| HTLF Bank | 2,726 | $263.6K | 0.03% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,726 | $263.6K | 0.13% | +257+10.4% | Added |
| Brass Tax Wealth Management, Inc | 2,731 | $264.1K | 0.14% | +2,731 | New |
| Ironsides Asset Advisors, LLC | 2,744 | $265.4K | 0.09% | +2,744 | New |
| Van Cleef Asset Management,Inc | 2,749 | $265.9K | 0.03% | 00.0% | Unchanged |
| Capital City Trust Co | 2,771 | $268.0K | 0.07% | 00.0% | Unchanged |
| Sierra Summit Advisors LLC | 2,781 | $269.0K | 0.07% | +24+0.9% | Added |
| Uncommon Cents Investing LLC | 2,783 | $269.1K | 0.08% | +30+1.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,785 | $269.3K | 0.15% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,791 | $269.9K | 0.15% | +17+0.6% | Added |
| Smithfield Trust Co | 2,828 | $270.0K | 0.01% | −309−9.9% | Reduced |
| Fca Corp | 2,794 | $270.2K | 0.09% | 00.0% | Unchanged |
| Blossom Wealth Management | 2,795 | $270.3K | 0.65% | +105+3.9% | Added |
| Nwam LLC | 2,667 | $270.9K | 0.02% | +63+2.4% | Added |
| Pallas Capital Advisors LLC | 2,802 | $271.0K | 0.01% | +351+14.3% | Added |
| Rosenberg Matthew Hamilton | 2,824 | $271.3K | 0.08% | −204−6.7% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,815 | $272.3K | 0.13% | −8−0.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,842 | $274.9K | 0.06% | +2,842 | New |
| Elmwood Wealth Management, Inc. | 2,843 | $274.9K | 0.12% | +408+16.8% | Added |
| Armistice Capital, LLC | 2,846 | $275.2K | 0.01% | +2,846 | New |
| Spinnaker Investment Group, LLC | 2,848 | $275.4K | 0.08% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,866 | $277.2K | 0.03% | +178+6.6% | Added |
| HHM Wealth Advisors, LLC | 2,870 | $277.6K | 0.05% | +243+9.3% | Added |
| Wiser Advisor Group LLC | 2,854 | $277.6K | 0.43% | +18+0.6% | Added |
| Buckingham Capital Management, Inc. | 2,873 | $277.8K | 0.03% | −61−2.1% | Reduced |
| KC Investment Advisors, LLC | 2,880 | $278.5K | 0.14% | −540−15.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,898 | $280.3K | 0.05% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,899 | $280.4K | 0.02% | −369−11.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,907 | $281.2K | 0.00% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,912 | $281.6K | 0.07% | +109+3.9% | Added |
| Searle & Co. | 2,918 | $282.2K | 0.07% | −318−9.8% | Reduced |
| Pinnacle Bancorp, Inc. | 2,919 | $282.3K | 0.08% | +796+37.5% | Added |
| Cadinha & Co LLC | 2,935 | $283.8K | 0.05% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,945 | $284.8K | 0.13% | +50+1.7% | Added |
| American Money Management, LLC | 2,945 | $284.8K | 0.06% | −110−3.6% | Reduced |
| Adell Harriman & Carpenter Inc | 2,956 | $285.9K | 0.02% | −1,000−25.3% | Reduced |
| Consolidated Planning Corp | 2,959 | $286.2K | 0.05% | −1,925−39.4% | Reduced |
| CX Institutional | 2,961 | $286.4K | 0.01% | +194+7.0% | Added |
| Childress Capital Advisors, LLC | 2,965 | $286.7K | 0.08% | −485−14.1% | Reduced |
| Fagan Associates, Inc. | 2,980 | $288.2K | 0.05% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,802 | $288.3K | 0.01% | −124−4.2% | Reduced |
| Boston Trust Walden Corp | 2,984 | $288.6K | 0.00% | +66+2.3% | Added |
| Thor Investment Management Inc | 2,988 | $289.0K | 0.23% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 2,994 | $289.5K | 0.11% | +91+3.1% | Added |
| Hurlow Wealth Management Group, Inc. | 2,998 | $290.0K | 0.10% | +6+0.2% | Added |
| Arrowstreet Capital, Limited Partnership | 3,021 | $292.0K | 0.00% | +3,021 | New |
| MCF Advisors LLC | 3,020 | $292.1K | 0.02% | +7+0.2% | Added |
| Robertson Stephens Wealth Management, LLC | 3,031 | $293.1K | 0.02% | +48+1.6% | Added |
| McGowan Group Asset Management, Inc. | 3,034 | $293.5K | 0.04% | −298−8.9% | Reduced |
| Richardson Financial Services Inc. | 3,037 | $293.7K | 0.21% | +243+8.7% | Added |
| Meridian Wealth Partners, LLC | 3,038 | $293.8K | 0.05% | −268−8.1% | Reduced |
| Jackson Wealth Management, LLC | 3,043 | $294.0K | 0.04% | 00.0% | Unchanged |
| New Hampshire Trust | 3,043 | $294.3K | 0.07% | +134+4.6% | Added |
| Exchange Bank | 3,045 | $294.5K | 0.24% | −114−3.6% | Reduced |
| MJP Associates Inc | 3,052 | $295.2K | 0.06% | +3,052 | New |
| Baker Boyer National Bank | 3,053 | $295.3K | 0.10% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 3,055 | $295.4K | 0.05% | +91+3.1% | Added |
| LSP Investment Advisors, LLC | 3,060 | $295.9K | 0.16% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,062 | $296.1K | 0.02% | −35−1.1% | Reduced |
| Atalanta Sosnoff Capital, LLC | 3,063 | $296.2K | 0.01% | −34−1.1% | Reduced |
| Plato Investment Management Ltd | 3,068 | $296.7K | 0.03% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 3,077 | $297.6K | 0.02% | 00.0% | Unchanged |
| Burns J W & Co Inc | 3,083 | $298.2K | 0.04% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 3,094 | $299.2K | 0.06% | −75−2.4% | Reduced |
| Letko, Brosseau & Associates Inc | 3,100 | $299.8K | 0.01% | 00.0% | Unchanged |
| KPP Advisory Services LLC | 3,106 | $300.4K | 0.08% | −372−10.7% | Reduced |
| Premier Path Wealth Partners, LLC | 3,107 | $300.5K | 0.06% | +137+4.6% | Added |
| Readystate Asset Management LP | 3,109 | $300.7K | 0.01% | −5,858−65.3% | Reduced |
| Summit Asset Management, LLC | 3,119 | $301.6K | 0.06% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,120 | $301.7K | 0.03% | −475−13.2% | Reduced |
| BBR Partners, LLC | 3,126 | $302.3K | 0.02% | +3,126 | New |
| Alpha Cubed Investments, LLC | 3,137 | $303.4K | 0.02% | −173−5.2% | Reduced |
| Ossiam | 3,137 | $303.4K | 0.01% | −1,141−26.7% | Reduced |
| WealthPlan Investment Management, LLC | 3,151 | $304.7K | 0.05% | 00.0% | Unchanged |
| Channel Wealth LLC | 3,156 | $305.2K | 0.12% | +9+0.3% | Added |
| CRA Financial Services, LLC | 3,160 | $305.6K | 0.07% | +72+2.3% | Added |
| New Millennium Group LLC | 3,168 | $306.3K | 0.23% | +2,039+180.6% | Added |
| Waldron Private Wealth LLC | 3,172 | $306.8K | 0.01% | −10.0% | Reduced |
| Hoylecohen, LLC | 3,173 | $306.9K | 0.02% | +2+0.1% | Added |
| Cypress Asset Management Inc | 3,175 | $307.1K | 0.08% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,177 | $307.2K | 0.16% | 00.0% | Unchanged |
| Cravens & Co Advisors, LLC | 3,185 | $308.0K | 0.26% | −127−3.8% | Reduced |
| Rockland Trust Co | 3,194 | $308.9K | 0.02% | −24−0.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,213 | $310.7K | 0.06% | +219+7.3% | Added |
| Stokes Capital Advisors, LLC | 3,236 | $313.0K | 0.09% | +105+3.4% | Added |
| LBMC Investment Advisors, LLC | 3,238 | $313.1K | 0.03% | −2,341−42.0% | Reduced |
| Fortress Wealth Group, LLC | 3,042 | $313.4K | 0.17% | +43+1.4% | Added |