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 |
|---|---|---|---|---|---|
| Conning Inc. | 4,768 | $461.1K | 0.02% | −170−3.4% | Reduced |
| Gray Wealth Management Inc. | 4,776 | $461.9K | 0.21% | +297+6.6% | Added |
| Symmetry Partners, LLC | 4,781 | $462.0K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 4,781 | $462.4K | 0.10% | +168+3.6% | Added |
| Roundview Capital LLC | 4,784 | $462.7K | 0.04% | +268+5.9% | Added |
| Probity Advisors, Inc. | 4,785 | $462.8K | 0.10% | +611+14.6% | Added |
| Fulton Breakefield Broenniman LLC | 4,790 | $463.2K | 0.04% | −1,942−28.8% | Reduced |
| PBMares Wealth Management LLC | 4,800 | $464.2K | 0.12% | −446−8.5% | Reduced |
| Stratos Wealth Advisors, LLC | 4,800 | $464.3K | 0.03% | −25,388−84.1% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,806 | $464.8K | 0.35% | +5+0.1% | Added |
| Wolff Financial Management LLC | 4,810 | $465.0K | 0.14% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 4,795 | $465.3K | 0.11% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 4,815 | $465.7K | 0.23% | +908+23.2% | Added |
| Tyche Wealth Partners LLC | 4,837 | $467.8K | 0.11% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 4,842 | $468.3K | 0.16% | −286−5.6% | Reduced |
| Roberts Glore & Co Inc | 4,843 | $468.3K | 0.14% | +4,843 | New |
| Spinnaker Trust | 4,850 | $469.0K | 0.03% | 00.0% | Unchanged |
| Fiera Capital Corp | 4,860 | $470.0K | 0.00% | −340−6.5% | Reduced |
| Walker Asset Management, LLC | 4,865 | $470.5K | 0.31% | +41+0.8% | Added |
| Midland Wealth Advisors LLC | 4,931 | $476.9K | 0.03% | −150−3.0% | Reduced |
| Concord Asset Management, LLC | 4,932 | $477.0K | 0.13% | −38−0.8% | Reduced |
| Princeton Capital Management LLC | 4,933 | $477.0K | 0.17% | −565−10.3% | Reduced |
| iA Global Asset Management Inc. | 4,980 | $482.0K | 0.01% | +4,980 | New |
| Hendershot Investments Inc. | 4,986 | $482.2K | 0.07% | −60−1.2% | Reduced |
| Inspire Trust Co, N.A. | 5,000 | $483.6K | 0.27% | +5,000 | New |
| MEMBERS Trust Co | 5,009 | $484.4K | 0.01% | −140−2.7% | Reduced |
| OmniStar Financial Group, Inc. | 5,020 | $485.5K | 0.44% | −1,187−19.1% | Reduced |
| Kingfisher Capital LLC | 5,025 | $486.0K | 0.12% | −1,429−22.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 5,039 | $487.3K | 0.20% | +9+0.2% | Added |
| Patton Albertson Miller Group, LLC | 5,044 | $487.8K | 0.07% | −1,295−20.4% | Reduced |
| Fisher Asset Management, LLC | 5,059 | $489.3K | 0.00% | −5,578−52.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 5,068 | $490.2K | 0.20% | +54+1.1% | Added |
| Bill Few Associates, Inc. | 5,081 | $491.4K | 0.20% | +1,140+28.9% | Added |
| Flaharty Asset Management, LLC | 5,093 | $492.5K | 0.07% | −53−1.0% | Reduced |
| CVA Family Office, LLC | 5,113 | $494.5K | 0.09% | −148−2.8% | Reduced |
| Apexium Financial, LP | 5,132 | $496.3K | 0.04% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 5,116 | $496.8K | 0.02% | +5,116 | New |
| Wendell David Associates Inc | 5,139 | $497.0K | 0.05% | −175−3.3% | Reduced |
| Wilkins Investment Counsel Inc | 5,145 | $497.6K | 0.07% | +1,024+24.8% | Added |
| Ritholtz Wealth Management | 5,146 | $497.7K | 0.02% | +766+17.5% | Added |
| Ategra Capital Management, LLC | 5,149 | $498.0K | 0.23% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 5,186 | $498.2K | 0.15% | −3,855−42.6% | Reduced |
| Benedetti & Gucer, Inc. | 5,155 | $499.0K | 0.25% | −1,000−16.2% | Reduced |
| Fidelity D & D Bancorp Inc | 5,166 | $499.6K | 0.38% | −40−0.8% | Reduced |
| Farther Finance Advisors, LLC | 5,203 | $499.8K | 0.03% | +389+8.1% | Added |
| KLCM Advisors, Inc. | 5,181 | $501.1K | 0.06% | +144+2.9% | Added |
| Centaurus Financial, Inc. | 5,196 | $503.0K | 0.04% | −219−4.0% | Reduced |
| St. Louis Trust Co | 5,207 | $503.6K | 0.08% | +1,874+56.2% | Added |
| True Vision MN LLC | 5,176 | $505.7K | 0.36% | +5,176 | New |
| Aspen Investment Management Inc | 5,236 | $506.0K | 0.26% | 00.0% | Unchanged |
| Eudaimonia Advisors LLC | 5,275 | $510.1K | 0.27% | −741−12.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,322 | $514.7K | 0.03% | +172+3.3% | Added |
| Arlington Trust Co LLC | 5,332 | $515.7K | 0.13% | −17−0.3% | Reduced |
| Register Financial Advisors LLC | 5,361 | $518.5K | 0.27% | +879+19.6% | Added |
| Icon Advisers Inc | 5,400 | $518.8K | 0.11% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5,373 | $519.6K | 0.06% | +5,373 | New |
| Associated Banc-Corp | 5,380 | $520.3K | 0.02% | +58+1.1% | Added |
| OneAscent Wealth Management LLC | 5,412 | $523.0K | 0.20% | +650+13.6% | Added |
| Washington Capital Management Inc | 5,415 | $523.7K | 0.42% | −360−6.2% | Reduced |
| Wrapmanager Inc | 5,441 | $526.2K | 0.15% | −1,647−23.2% | Reduced |
| Guardian Investment Management | 5,449 | $527.0K | 0.43% | −250−4.4% | Reduced |
| Summit Trail Advisors, LLC | 5,450 | $527.1K | 0.01% | +1,310+31.6% | Added |
| Adapt Wealth Advisors, LLC | 5,450 | $527.1K | 0.38% | +5,450 | New |
| LifePlan Financial, LLC | 5,502 | $532.1K | 0.49% | −127−2.3% | Reduced |
| Palogic Value Management, L.P. | 5,537 | $535.5K | 0.23% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 5,543 | $536.0K | 0.02% | −50−0.9% | Reduced |
| Legacy Financial Advisors, Inc. | 5,568 | $538.5K | 0.10% | +211+3.9% | Added |
| Paloma Partners Management Co | 5,582 | $539.8K | 0.08% | +5,582 | New |
| Parsons Capital Management Inc | 5,588 | $540.4K | 0.04% | −100−1.8% | Reduced |
| RB Capital Management, LLC | 5,590 | $540.6K | 0.14% | −10.0% | Reduced |
| Busey Wealth Management | 5,599 | $541.5K | 0.02% | −65−1.1% | Reduced |
| E&G Advisors, LP | 5,600 | $541.6K | 0.17% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,618 | $543.3K | 0.18% | +7+0.1% | Added |
| Gladstone Institutional Advisory LLC | 5,622 | $543.7K | 0.03% | +89+1.6% | Added |
| Summit Financial, LLC | 5,633 | $544.8K | 0.03% | −554−9.0% | Reduced |
| Hengehold Capital Management LLC | 5,645 | $546.0K | 0.06% | −75−1.3% | Reduced |
| Personal Cfo Solutions, LLC | 5,662 | $547.6K | 0.09% | +372+7.0% | Added |
| Ethic Inc. | 5,675 | $548.8K | 0.01% | +62+1.1% | Added |
| Retirement Planning Co of New England, Inc. | 5,681 | $549.4K | 0.30% | −1,422−20.0% | Reduced |
| Glen Eagle Advisors, LLC | 5,697 | $551.0K | 0.10% | −335−5.6% | Reduced |
| Parkside Financial Bank & Trust | 5,698 | $551.0K | 0.09% | +359+6.7% | Added |
| Crestwood Advisors Group LLC | 5,704 | $551.6K | 0.01% | −2,973−34.3% | Reduced |
| Groesbeck Investment Management Corp | 5,733 | $554.0K | 0.59% | +5,733 | New |
| Monetary Management Group Inc | 5,733 | $554.4K | 0.15% | −200−3.4% | Reduced |
| BCGM Wealth Management, LLC | 5,748 | $555.9K | 0.20% | +486+9.2% | Added |
| Trilogy Capital Inc. | 5,753 | $556.4K | 0.03% | +3,120+118.5% | Added |
| Fidelis Capital Partners, LLC | 5,759 | $557.0K | 0.08% | +1,233+27.2% | Added |
| WBH Advisory Inc | 5,772 | $558.2K | 0.06% | −437−7.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,790 | $559.9K | 0.02% | −380−6.2% | Reduced |
| Kuhn & Co Investment Counsel | 5,793 | $560.2K | 0.53% | 00.0% | Unchanged |
| Field & Main Bank | 5,817 | $562.5K | 0.22% | +977+20.2% | Added |
| Firethorn Wealth Partners, LLC | 5,850 | $565.8K | 0.33% | +231+4.1% | Added |
| Revisor Wealth Management LLC | 5,846 | $566.1K | 0.26% | +5,846 | New |
| GSB Wealth Management, LLC | 5,858 | $566.5K | 0.16% | −111−1.9% | Reduced |
| Wintrust Investments LLC | 5,861 | $567.0K | 0.05% | +81+1.4% | Added |
| NBT Bank N A | 5,884 | $569.0K | 0.04% | +191+3.4% | Added |
| Clifford Swan Investment Counsel LLC | 5,890 | $569.6K | 0.02% | −50−0.8% | Reduced |
| Ausdal Financial Partners, Inc. | 5,899 | $570.5K | 0.07% | −100−1.7% | Reduced |
| Longfellow Investment Management Co LLC | 5,915 | $572.0K | 0.13% | +39+0.7% | Added |
| Stockman Wealth Management, Inc. | 5,916 | $572.1K | 0.10% | +16+0.3% | Added |