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 |
|---|---|---|---|---|---|
| Muirfield Wealth Advisors LLC | 3,245 | $313.8K | 0.30% | −180−5.3% | Reduced |
| Sargent Investment Group, LLC | 3,245 | $313.8K | 0.07% | +3,245 | New |
| Acorn Financial Advisory Services Inc | 3,247 | $314.0K | 0.06% | −986−23.3% | Reduced |
| Pine Harbor Wealth Management, LLC | 3,249 | $314.2K | 0.20% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3,250 | $314.3K | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 3,264 | $315.7K | 0.08% | −396−10.8% | Reduced |
| Revolve Wealth Partners, LLC | 3,264 | $315.7K | 0.05% | +51+1.6% | Added |
| GAMMA Investing LLC | 3,267 | $316.0K | 0.06% | +61+1.9% | Added |
| Slagle Financial, LLC | 3,276 | $316.8K | 0.17% | −3,612−52.4% | Reduced |
| Cladis Investment Advisory, LLC | 3,288 | $318.0K | 0.23% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 3,291 | $318.0K | 0.04% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,295 | $318.7K | 0.11% | +150+4.8% | Added |
| Cozad Asset Management Inc | 3,310 | $320.1K | 0.03% | −7−0.2% | Reduced |
| Greenline Partners, LLC | 3,311 | $320.2K | 0.05% | −511−13.4% | Reduced |
| West Michigan Advisors, LLC | 3,331 | $322.1K | 0.10% | +228+7.3% | Added |
| MWA Asset Management | 3,335 | $322.5K | 0.23% | −1,435−30.1% | Reduced |
| Marathon Capital Management | 3,347 | $323.7K | 0.08% | 00.0% | Unchanged |
| OMC Financial Services LTD | 3,363 | $325.0K | 0.17% | +3,363 | New |
| Prio Wealth Limited Partnership | 3,370 | $325.9K | 0.01% | −38−1.1% | Reduced |
| St Germain D J Co Inc | 3,375 | $326.4K | 0.02% | −699−17.2% | Reduced |
| Transcend Wealth Collective, LLC | 3,386 | $327.5K | 0.03% | +130+4.0% | Added |
| Avestar Capital, LLC | 3,387 | $327.6K | 0.04% | +582+20.7% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,390 | $327.8K | 0.14% | +109+3.3% | Added |
| Sandbox Financial Partners, LLC | 3,394 | $328.3K | 0.14% | +44+1.3% | Added |
| Strategic Investment Advisors | 3,394 | $328.3K | 0.04% | +284+9.1% | Added |
| Beaton Management Co. Inc. | 3,405 | $329.0K | 0.18% | +10.0% | Added |
| Cascade Investment Group, Inc. | 3,405 | $329.3K | 0.25% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 3,422 | $330.9K | 0.10% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 3,434 | $332.1K | 0.09% | +3,434 | New |
| Ferguson Wellman Capital Management, Inc | 3,438 | $332.5K | 0.01% | −335−8.9% | Reduced |
| Front Row Advisors LLC | 3,452 | $333.8K | 0.12% | +42+1.2% | Added |
| CFO4Life Group, LLC | 3,462 | $334.8K | 0.06% | +40+1.2% | Added |
| MKT Advisors LLC | 3,510 | $334.9K | 0.18% | −232−6.2% | Reduced |
| New Republic Capital, LLC | 3,466 | $335.2K | 0.21% | −389−10.1% | Reduced |
| Duncker Streett & Co Inc | 3,467 | $335.3K | 0.07% | −853−19.7% | Reduced |
| PCA Investment Advisory Services Inc. | 3,487 | $337.3K | 0.19% | +580+20.0% | Added |
| Atlantic Trust, LLC | 3,509 | $339.4K | 0.09% | −996−22.1% | Reduced |
| Verus Financial Partners, Inc. | 3,514 | $339.9K | 0.04% | −1,183−25.2% | Reduced |
| Jmac Enterprises LLC | 3,514 | $339.9K | 0.06% | −10−0.3% | Reduced |
| Am Investment Strategies LLC | 3,513 | $340.0K | 0.09% | +9+0.3% | Added |
| Beacon Capital Management, LLC | 3,524 | $340.8K | 0.07% | +132+3.9% | Added |
| NewEdge Wealth, LLC | 3,435 | $341.1K | 0.01% | +3,435 | New |
| Burney Co | 3,528 | $341.2K | 0.01% | −871−19.8% | Reduced |
| Grant/GrossMendelsohn, LLC | 3,519 | $342.5K | 0.16% | +29+0.8% | Added |
| Cyndeo Wealth Partners, LLC | 3,546 | $342.9K | 0.03% | +203+6.1% | Added |
| Chicago Trust Co NA | 3,552 | $343.5K | 0.07% | +88+2.5% | Added |
| WealthPLAN Partners, LLC | 3,561 | $344.4K | 0.04% | −1,000−21.9% | Reduced |
| Fulcrum Equity Management | 3,580 | $346.2K | 0.41% | +376+11.7% | Added |
| Marietta Investment Partners LLC | 3,581 | $346.3K | 0.08% | 00.0% | Unchanged |
| King Wealth | 3,605 | $349.0K | 0.06% | +10.0% | Added |
| TRUE Private Wealth Advisors | 3,611 | $349.2K | 0.04% | −6−0.2% | Reduced |
| Abn Amro Investment Solutions | 3,612 | $349.3K | 0.01% | −141−3.8% | Reduced |
| Southland Equity Partners LLC | 3,628 | $350.8K | 0.10% | +61+1.7% | Added |
| Alliance Wealth Advisors, LLC | 3,639 | $351.9K | 0.10% | +884+32.1% | Added |
| MQS Management LLC | 3,647 | $352.7K | 0.20% | +3,647 | New |
| IronBridge Private Wealth, LLC | 3,650 | $353.0K | 0.15% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 3,651 | $353.0K | 0.13% | +21+0.6% | Added |
| First Western Trust Bank | 3,651 | $353.1K | 0.02% | +58+1.6% | Added |
| Waddell & Associates, LLC | 3,654 | $353.4K | 0.05% | −1,044−22.2% | Reduced |
| Darwin Advisors, LLC | 3,655 | $353.5K | 0.10% | +2+0.1% | Added |
| Objectivity Squared, LLC | 3,710 | $354.0K | 0.31% | +155+4.4% | Added |
| Kiely Wealth Advisory Group, Inc. | 3,585 | $354.1K | 0.20% | +8+0.2% | Added |
| Broadwater Capital Management LLC | 3,666 | $354.5K | 0.27% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 3,671 | $355.0K | 0.01% | −693−15.9% | Reduced |
| First Financial Corp | 3,676 | $355.5K | 0.18% | −1,575−30.0% | Reduced |
| Sonora Investment Management Group, LLC | 3,690 | $356.9K | 0.03% | −3−0.1% | Reduced |
| Accel Wealth Management | 3,693 | $357.2K | 0.15% | −25−0.7% | Reduced |
| AdvisorNet Financial, Inc | 3,699 | $357.7K | 0.03% | +1,556+72.6% | Added |
| JB Capital LLC | 3,700 | $357.8K | 0.02% | +29+0.8% | Added |
| Diversify Advisory Services, LLC | 3,734 | $358.7K | 0.02% | +3,734 | New |
| Plan Group Financial, LLC | 3,714 | $359.1K | 0.24% | +3,714 | New |
| White Knight Strategic Wealth Advisors, LLC | 3,715 | $359.3K | 0.37% | +120+3.3% | Added |
| Engineers Gate Manager LP | 3,719 | $359.7K | 0.01% | +3,719 | New |
| Pinnacle Wealth Management Group, Inc. | 3,721 | $359.9K | 0.27% | +500+15.5% | Added |
| Reynders McVeigh Capital Management, LLC | 3,718 | $360.0K | 0.02% | +160+4.5% | Added |
| Aldebaran Financial Inc. | 3,725 | $360.2K | 0.54% | −325−8.0% | Reduced |
| Coppell Advisory Solutions Corp. | 3,736 | $361.3K | 0.07% | +3,736 | New |
| Fairfield, Bush & Co. | 3,742 | $361.9K | 0.21% | +1,450+63.3% | Added |
| David Loasby | 3,743 | $364.3K | 0.04% | +1,542+70.1% | Added |
| First Citizens Financial Corp | 3,775 | $365.1K | 0.22% | 00.0% | Unchanged |
| Renasant Bank | 3,785 | $366.0K | 0.26% | −4−0.1% | Reduced |
| Balboa Wealth Partners | 3,787 | $366.3K | 0.12% | +935+32.8% | Added |
| TFG Advisers LLC | 3,787 | $366.3K | 0.14% | +501+15.2% | Added |
| Means Investment Co., Inc. | 3,792 | $366.7K | 0.05% | −684−15.3% | Reduced |
| AlphaCore Capital LLC | 3,809 | $368.3K | 0.10% | +85+2.3% | Added |
| Patriot Investment Management Inc. | 3,817 | $369.1K | 0.03% | −260−6.4% | Reduced |
| Enterprise Financial Services Corp | 3,835 | $370.9K | 0.22% | −859−18.3% | Reduced |
| Almanack Investment Partners, LLC. | 3,852 | $372.5K | 0.06% | +126+3.4% | Added |
| PFG Advisors | 3,863 | $373.6K | 0.03% | −206−5.1% | Reduced |
| FLC Capital Advisors | 3,869 | $374.2K | 0.09% | +17+0.4% | Added |
| Washington Trust Advisors, Inc. | 3,871 | $374.4K | 0.03% | 00.0% | Unchanged |
| Americana Partners, LLC | 3,882 | $375.4K | 0.03% | +1,703+78.2% | Added |
| Alliance Wealth Advisors, LLC | 3,883 | $375.5K | 0.24% | −69−1.7% | Reduced |
| Sunbelt Securities, Inc. | 3,890 | $376.2K | 0.04% | +213+5.8% | Added |
| Mayfair Advisory Group, LLC | 3,899 | $377.1K | 0.27% | +21+0.5% | Added |
| Cypress Wealth Services, LLC | 3,912 | $378.3K | 0.09% | −137−3.4% | Reduced |
| Sterling Investment Counsel, LLC | 3,923 | $379.4K | 0.18% | +287+7.9% | Added |
| FirstPurpose Wealth LLC | 3,983 | $380.0K | 0.14% | +365+10.1% | Added |
| Joel Isaacson & Co., LLC | 3,930 | $380.1K | 0.02% | +3,930 | New |
| Bedel Financial Consulting, Inc. | 3,931 | $380.2K | 0.06% | 00.0% | Unchanged |