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 |
|---|---|---|---|---|---|
| Destination Wealth Management | 3,932 | $380.3K | 0.01% | +69+1.8% | Added |
| LVM Capital Management Ltd | 3,955 | $382.0K | 0.05% | −269−6.4% | Reduced |
| Moody National Bank Trust Division | 3,955 | $382.5K | 0.03% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 3,978 | $384.7K | 0.16% | −918−18.8% | Reduced |
| Gryphon Financial Partners LLC | 3,983 | $385.2K | 0.06% | −391−8.9% | Reduced |
| Verum Partners LLC | 3,986 | $385.5K | 0.14% | +155+4.0% | Added |
| Latitude Advisors, LLC | 3,987 | $385.6K | 0.24% | −7−0.2% | Reduced |
| RIA Advisory Group LLC | 3,994 | $386.2K | 0.16% | +3,994 | New |
| Walter Public Investments Inc. | 4,000 | $386.8K | 0.08% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4,006 | $387.4K | 0.18% | −322−7.4% | Reduced |
| Flagship Harbor Advisors, LLC | 4,011 | $387.9K | 0.02% | −88−2.1% | Reduced |
| Catalyst Financial Partners LLC | 4,122 | $389.6K | 0.10% | +144+3.6% | Added |
| NCM Capital Management, LLC | 4,029 | $389.6K | 0.22% | +236+6.2% | Added |
| Westmount Partners, LLC | 4,035 | $390.2K | 0.14% | +30+0.7% | Added |
| Buttonwood Financial Advisors Inc. | 4,042 | $390.9K | 0.18% | −1,142−22.0% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,049 | $391.6K | 0.04% | +577+16.6% | Added |
| Grey Street Capital, LLC | 4,053 | $392.0K | 0.05% | +4,053 | New |
| Davis R M Inc | 4,058 | $392.5K | 0.01% | −2,273−35.9% | Reduced |
| Prostatis Group LLC | 4,064 | $393.0K | 0.15% | +477+13.3% | Added |
| Flputnam Investment Management Co | 4,069 | $393.5K | 0.01% | +898+28.3% | Added |
| Quad-Cities Investment Group, LLC | 4,077 | $394.3K | 0.23% | −157−3.7% | Reduced |
| Garner Asset Management Corp | 4,081 | $395.0K | 0.20% | −180−4.2% | Reduced |
| Norris Perne & French LLP | 4,086 | $395.2K | 0.03% | 00.0% | Unchanged |
| Transform Wealth, LLC | 4,089 | $395.5K | 0.04% | +69+1.7% | Added |
| Quent Capital, LLC | 4,101 | $396.6K | 0.05% | +641+18.5% | Added |
| Octavia Wealth Advisors, LLC | 4,103 | $396.8K | 0.06% | −1,111−21.3% | Reduced |
| Sunpointe, LLC | 4,109 | $397.4K | 0.44% | +197+5.0% | Added |
| Westhampton Capital, LLC | 4,111 | $397.6K | 0.22% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 4,140 | $400.4K | 0.17% | −3,077−42.6% | Reduced |
| CMG Global Holdings, LLC | 4,148 | $401.2K | 0.28% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 4,152 | $401.5K | 0.12% | +11+0.3% | Added |
| Colonial River Wealth Management, LLC | 4,157 | $402.0K | 0.23% | −781−15.8% | Reduced |
| Walleye Trading LLC | 4,159 | $402.2K | 0.01% | +4,159 | New |
| Aveo Capital Partners, LLC | 4,013 | $402.3K | 0.04% | −156−3.7% | Reduced |
| White Lighthouse Investment Management Inc. | 4,161 | $402.4K | 0.08% | +10.0% | Added |
| Raab & Moskowitz Asset Management LLC | 4,161 | $402.4K | 0.11% | +79+1.9% | Added |
| Birchcreek Wealth Management, LLC | 4,163 | $402.6K | 0.21% | −391−8.6% | Reduced |
| Nations Financial Group Inc, | 4,170 | $403.3K | 0.03% | −440−9.5% | Reduced |
| ICA Group Wealth Management, LLC | 4,176 | $403.9K | 0.08% | −153−3.5% | Reduced |
| Investment Partners Asset Management, Inc. | 4,178 | $404.1K | 0.36% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 4,179 | $404.1K | 0.04% | −1,200−22.3% | Reduced |
| Capital Asset Advisory Services LLC | 4,238 | $406.5K | 0.02% | −226−5.1% | Reduced |
| Bray Capital Advisors | 4,205 | $406.7K | 0.10% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 4,233 | $409.4K | 0.12% | −14−0.3% | Reduced |
| Clarius Group, LLC | 4,270 | $412.9K | 0.03% | −895−17.3% | Reduced |
| Girard Partners Ltd. | 4,275 | $413.4K | 0.04% | +929+27.8% | Added |
| AA Financial Advisors, LLC | 4,277 | $413.6K | 0.17% | +4,277 | New |
| Cedrus LLC | 4,283 | $414.2K | 0.23% | −884−17.1% | Reduced |
| Blue Fin Capital, Inc. | 4,301 | $415.9K | 0.09% | 00.0% | Unchanged |
| Graypoint LLC | 4,303 | $416.1K | 0.03% | +516+13.6% | Added |
| CAPROCK Group, Inc. | 4,324 | $418.2K | 0.02% | +541+14.3% | Added |
| Douglas Lane & Associates, LLC | 4,331 | $418.9K | 0.01% | −4−0.1% | Reduced |
| Pinnacle West Asset Management, Inc. | 4,335 | $419.0K | 0.33% | +20+0.5% | Added |
| Centennial Bank | 4,335 | $419.2K | 0.21% | −137−3.1% | Reduced |
| Argus Investors' Counsel, Inc. | 4,338 | $419.5K | 0.26% | −1,132−20.7% | Reduced |
| Petra Financial Advisors Inc | 4,341 | $419.9K | 0.31% | +152+3.6% | Added |
| McDonough Capital Management, Inc | 4,344 | $420.1K | 0.33% | +3+0.1% | Added |
| Hancock Whitney Corp | 4,361 | $421.8K | 0.01% | +163+3.9% | Added |
| Cordatus Wealth Management LLC | 4,375 | $423.0K | 0.31% | +33+0.8% | Added |
| Stanley-Laman Group, Ltd. | 5,053 | $424.4K | 0.06% | +222+4.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,410 | $426.5K | 0.01% | −1,777−28.7% | Reduced |
| Optas, LLC | 4,413 | $426.8K | 0.12% | −1,293−22.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,413 | $426.8K | 0.04% | −419−8.7% | Reduced |
| World Equity Group, Inc. | 4,422 | $427.7K | 0.09% | −226−4.9% | Reduced |
| SignalPoint Asset Management, LLC | 4,445 | $429.8K | 0.12% | +10.0% | Added |
| Invesco, LLC | 4,457 | $431.0K | 0.18% | −822−15.6% | Reduced |
| Accurate Wealth Management, LLC | 4,400 | $432.3K | 0.13% | −277−5.9% | Reduced |
| MBA Advisors LLC | 4,474 | $432.7K | 0.22% | +298+7.1% | Added |
| O'Rourke & Company, Inc | 4,473 | $433.0K | 0.25% | +100+2.3% | Added |
| ERTS Wealth Advisors, LLC | 4,478 | $433.1K | 0.09% | −131−2.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 4,480 | $433.3K | 0.05% | −66−1.5% | Reduced |
| ASB Consultores, LLC | 4,492 | $434.4K | 0.11% | +2,323+107.1% | Added |
| Aspiriant, LLC | 4,499 | $435.1K | 0.02% | +365+8.8% | Added |
| Charter Trust Co | 4,507 | $435.9K | 0.03% | +766+20.5% | Added |
| Trueblood Wealth Management, LLC | 4,515 | $436.6K | 0.25% | +100+2.3% | Added |
| Burke & Herbert Bank & Trust Co | 4,518 | $436.9K | 0.33% | −502−10.0% | Reduced |
| Campion Asset Management LLC | 4,540 | $439.1K | 0.34% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 4,543 | $439.4K | 0.20% | +150+3.4% | Added |
| Silverlake Wealth Management LLC | 4,568 | $441.8K | 0.22% | −271−5.6% | Reduced |
| FDx Advisors, Inc. | 4,572 | $442.0K | 0.07% | −3,276−41.7% | Reduced |
| Traphagen Investment Advisors LLC | 4,572 | $442.2K | 0.05% | −102−2.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,580 | $442.9K | 0.10% | −333−6.8% | Reduced |
| Syon Capital LLC | 4,592 | $444.1K | 0.04% | +515+12.6% | Added |
| Prairie Sky Financial Group LLC | 4,596 | $444.5K | 0.27% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 4,599 | $444.8K | 0.06% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 4,598 | $445.0K | 0.03% | −333−6.8% | Reduced |
| Hummer Financial Advisory Services Inc | 4,607 | $445.5K | 0.37% | +133+3.0% | Added |
| Tucker Asset Management LLC | 4,608 | $445.6K | 0.10% | −1,757−27.6% | Reduced |
| Lantern Wealth Advisors, LLC | 4,615 | $446.3K | 0.31% | −27−0.6% | Reduced |
| Heritage Wealth Advisors | 4,622 | $447.0K | 0.02% | −108−2.3% | Reduced |
| Gateway Investment Advisers LLC | 4,642 | $448.9K | 0.01% | −413−8.2% | Reduced |
| Magnolia Capital Advisors LLC | 4,583 | $450.2K | 0.38% | +4,583 | New |
| McKinley Carter Wealth Services, Inc. | 4,668 | $451.4K | 0.03% | −8−0.2% | Reduced |
| Adirondack Trust Co | 4,695 | $454.0K | 0.19% | −17−0.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,702 | $454.7K | 0.03% | +141+3.1% | Added |
| Saxony Capital Management, LLC | 4,749 | $459.3K | 0.55% | −70−1.5% | Reduced |
| Blueshift Asset Management, LLC | 4,752 | $459.6K | 0.24% | +4,752 | New |
| Rollins Financial Advisors, LLC | 4,754 | $459.8K | 0.09% | +44+0.9% | Added |
| United Bank | 4,767 | $461.0K | 0.23% | −784−14.1% | Reduced |
| Edge Financial Advisors LLC | 4,767 | $461.0K | 0.41% | +4,767 | New |