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 |
|---|---|---|---|---|---|
| Gibbs Wealth Management | 5,941 | $574.6K | 0.33% | +5,941 | New |
| Eagle Strategies LLC | 5,942 | $574.6K | 0.13% | +226+4.0% | Added |
| Independence Bank of Kentucky | 5,977 | $578.0K | 0.17% | −137−2.2% | Reduced |
| SeaCrest Wealth Management, LLC | 5,995 | $579.8K | 0.07% | −4,220−41.3% | Reduced |
| Doliver Advisors, LP | 5,997 | $580.0K | 0.16% | −78−1.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $580.3K | 0.18% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,005 | $580.7K | 0.04% | −30−0.5% | Reduced |
| Investment Advisory Services Inc | 6,025 | $582.7K | 0.21% | −54−0.9% | Reduced |
| Bard Financial Services, Inc. | 6,025 | $582.7K | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 6,029 | $583.1K | 0.01% | −1,869−23.7% | Reduced |
| Hills Bank & Trust Co | 6,039 | $584.0K | 0.05% | +800+15.3% | Added |
| Venture Visionary Partners LLC | 6,052 | $585.3K | 0.03% | −312−4.9% | Reduced |
| L.M. Kohn & Company | 6,065 | $586.5K | 0.16% | +653+12.1% | Added |
| MBL Wealth, LLC | 6,077 | $587.7K | 0.07% | −2,436−28.6% | Reduced |
| Wealthquest Corp | 6,091 | $589.1K | 0.06% | −143−2.3% | Reduced |
| Guyasuta Investment Advisors Inc | 6,091 | $591.1K | 0.04% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 6,119 | $592.0K | 0.05% | +6,119 | New |
| Goepper Burkhardt LLC | 5,767 | $592.1K | 0.28% | +1,106+23.7% | Added |
| Everhart Financial Group, Inc. | 6,131 | $592.9K | 0.17% | +825+15.5% | Added |
| Smartleaf Asset Management LLC | 6,178 | $593.6K | 0.11% | +1,571+34.1% | Added |
| Sandy Spring Bank | 6,151 | $594.9K | 0.03% | +469+8.3% | Added |
| TBH Global Asset Management, LLC | 6,182 | $597.8K | 0.12% | +392+6.8% | Added |
| Grove Bank & Trust | 6,183 | $598.0K | 0.10% | −10,180−62.2% | Reduced |
| First Financial Bank - Trust Division | 6,189 | $598.5K | 0.06% | −329−5.0% | Reduced |
| Phillips Wealth Planners LLC | 6,483 | $602.1K | 0.69% | +656+11.3% | Added |
| Carret Asset Management, LLC | 6,238 | $603.3K | 0.07% | −5−0.1% | Reduced |
| Salomon & Ludwin, LLC | 6,242 | $603.7K | 0.05% | −1,074−14.7% | Reduced |
| PSI Advisors, LLC | 6,276 | $606.9K | 0.22% | −1,705−21.4% | Reduced |
| Wills Financial Group, Inc. | 6,278 | $607.2K | 0.29% | −37−0.6% | Reduced |
| Edgewood Management LLC | 6,302 | $609.5K | 0.00% | −500−7.4% | Reduced |
| Manchester Capital Management LLC | 6,307 | $610.0K | 0.08% | −107−1.7% | Reduced |
| Bank of New Hampshire | 6,316 | $610.8K | 0.16% | −1,397−18.1% | Reduced |
| XML Financial, LLC | 6,333 | $612.5K | 0.06% | −142−2.2% | Reduced |
| Agate Pass Investment Management, LLC | 6,343 | $613.4K | 0.33% | −250−3.8% | Reduced |
| Mirabella Financial Services LLP | 6,348 | $613.9K | 0.04% | +6,348 | New |
| Diligent Investors, LLC | 6,367 | $615.7K | 0.15% | +10.0% | Added |
| Lake Street Advisors Group, LLC | 6,379 | $616.9K | 0.03% | +1,003+18.7% | Added |
| Danske Bank A/S | 6,387 | $617.7K | 0.00% | +6,387 | New |
| Dearborn Partners LLC | 6,396 | $618.6K | 0.03% | −2,593−28.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 6,426 | $621.5K | 0.30% | +104+1.6% | Added |
| Kapstone Financial Advisors LLC | 6,437 | $622.5K | 0.42% | −16−0.2% | Reduced |
| NorthRock Partners, LLC | 6,440 | $622.8K | 0.02% | −880−12.0% | Reduced |
| Headinvest, LLC | 6,443 | $623.1K | 0.12% | +20+0.3% | Added |
| Norden Group LLC | 6,443 | $623.1K | 0.13% | +3,770+141.0% | Added |
| Cross Staff Investments Inc | 6,449 | $623.7K | 0.53% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 6,449 | $624.0K | 0.03% | −257−3.8% | Reduced |
| Cidel Asset Management Inc | 6,482 | $626.9K | 0.05% | +266+4.3% | Added |
| Sapient Capital LLC | 6,493 | $627.9K | 0.01% | −411−6.0% | Reduced |
| Ci Investments Inc. | 6,496 | $628.0K | 0.00% | +751+13.1% | Added |
| Kanawha Capital Management LLC | 6,511 | $629.6K | 0.05% | +168+2.6% | Added |
| Atlanta Consulting Group Advisors, LLC | 6,526 | $631.1K | 0.22% | +6,526 | New |
| Archer Investment Corp | 6,533 | $631.8K | 0.19% | +11+0.2% | Added |
| Lake Street Financial LLC | 6,549 | $633.4K | 0.09% | −325−4.7% | Reduced |
| Northwest & Ethical Investments L.P. | 6,564 | $634.8K | 0.02% | +3,345+103.9% | Added |
| Ancora Advisors, LLC | 6,564 | $634.8K | 0.01% | −371−5.3% | Reduced |
| Powers Advisory Group, LLC | 6,571 | $635.5K | 0.36% | −21−0.3% | Reduced |
| V-Square Quantitative Management LLC | 6,614 | $639.6K | 0.11% | +3,150+90.9% | Added |
| Future Financial Wealth Managment LLC | 6,642 | $642.4K | 0.49% | +24+0.4% | Added |
| Wealth Management Associates, Inc. | 6,412 | $642.7K | 0.30% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,655 | $643.6K | 0.02% | +1,113+20.1% | Added |
| Kavar Capital Partners Group, LLC | 6,662 | $644.3K | 0.12% | −6,662−50.0% | Reduced |
| Costello Asset Management, INC | 6,678 | $645.8K | 0.46% | +2,380+55.4% | Added |
| Bigelow Investment Advisors, LLC | 6,691 | $647.1K | 0.32% | +125+1.9% | Added |
| Concord Wealth Partners | 6,728 | $650.6K | 0.12% | +1,379+25.8% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,759 | $653.6K | 0.08% | +3,509+108.0% | Added |
| Parallel Advisors, LLC | 6,759 | $653.7K | 0.02% | −100−1.5% | Reduced |
| Allianz Asset Management GmbH | 6,768 | $654.5K | 0.00% | +69+1.0% | Added |
| Cobblestone Capital Advisors LLC | 6,770 | $654.8K | 0.04% | +246+3.8% | Added |
| Nilsine Partners, LLC | 6,810 | $658.6K | 0.09% | +255+3.9% | Added |
| West Family Investments, Inc. | 6,829 | $660.4K | 0.20% | +663+10.8% | Added |
| Retirement Guys Formula LLC | 6,883 | $665.6K | 0.32% | +6,883 | New |
| Pitcairn Co | 6,927 | $669.9K | 0.04% | +377+5.8% | Added |
| OneAscent Financial Services LLC | 6,929 | $670.0K | 0.07% | −221−3.1% | Reduced |
| John G Ullman & Associates Inc | 6,953 | $672.4K | 0.10% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 7,040 | $680.8K | 0.02% | +316+4.7% | Added |
| Doheny Asset Management | 7,056 | $682.0K | 0.56% | +11+0.2% | Added |
| Financial Management Professionals, Inc. | 7,064 | $683.0K | 0.10% | +664+10.4% | Added |
| Community Financial Services Group, LLC | 7,063 | $683.1K | 0.16% | +7,063 | New |
| Cassaday & Co Wealth Management LLC | 7,070 | $683.8K | 0.02% | +230+3.4% | Added |
| Prossimo Advisors, LLC | 7,083 | $685.0K | 1.33% | −720−9.2% | Reduced |
| United Community Bank | 7,084 | $685.1K | 0.27% | −580−7.6% | Reduced |
| Essex Savings Bank | 7,073 | $686.4K | 0.20% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7,155 | $691.9K | 0.04% | +82+1.2% | Added |
| Washington Trust Co | 7,163 | $692.7K | 0.03% | −368−4.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,259 | $702.1K | 0.03% | +1,714+30.9% | Added |
| First Heartland Consultants, Inc. | 7,271 | $703.0K | 0.07% | +99+1.4% | Added |
| Financial Partners Group, LLC | 7,269 | $703.0K | 0.27% | +42+0.6% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 7,271 | $703.2K | 0.50% | −166−2.2% | Reduced |
| Armstrong Advisory Group, Inc | 7,248 | $703.3K | 0.07% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 7,275 | $703.5K | 0.12% | −279,085−97.5% | Reduced |
| Ballentine Partners, LLC | 7,278 | $703.9K | 0.01% | −793−9.8% | Reduced |
| Belpointe Asset Management LLC | 7,303 | $706.3K | 0.05% | −2,234−23.4% | Reduced |
| Cannon Financial Strategists, Inc. | 7,321 | $708.0K | 0.14% | +235+3.3% | Added |
| Lantz Financial LLC | 7,322 | $708.1K | 0.23% | +97+1.3% | Added |
| Abacus Planning Group, Inc. | 7,329 | $708.8K | 0.14% | −510−6.5% | Reduced |
| Rehmann Capital Advisory Group | 7,371 | $712.9K | 0.05% | −244−3.2% | Reduced |
| NovaPoint Capital, LLC | 7,378 | $713.5K | 0.25% | −1,306−15.0% | Reduced |
| KCM Investment Advisors LLC | 7,391 | $714.8K | 0.03% | −345−4.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,452 | $720.7K | 0.02% | −986−11.7% | Reduced |
| Centre Asset Management, LLC | 7,458 | $721.0K | 0.17% | −260−3.4% | Reduced |