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, Q2 2024
Institutional positions in Duke Energy CORP as of Jun 30, 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
- 1,969
- +91 vs. Q1 2024
- Shares held
- 503.9M
- +4.62M (+0.9%) vs. Q1 2024
- Total value
- $50.5B
- +$2.28B (+4.7%) vs. Q1 2024
- New holders
- 175
- 774 more added
- Sold out
- 84
- 734 more reduced
27 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 1,209 | $322 | 0.00% | +1,209 | New |
| HighMark Wealth Management LLC | 5 | $501 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $501 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 9 | $903 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Anfield Capital Management, LLC | 12 | $1.20K | 0.00% | +12 | New |
| Trifecta Capital Advisors, LLC | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 17 | $1.70K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 20 | $2.00K | 0.00% | +20 | New |
| Stone House Investment Management, LLC | 20 | $2.00K | 0.00% | −92−82.1% | Reduced |
| Guardian Wealth Management, Inc. | 21 | $2.12K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 25 | $2.51K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 28 | $2.81K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 29 | $2.91K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 38 | $4.00K | 0.00% | −38−50.0% | Reduced |
| Tributary Capital Management, LLC | 50 | $5.01K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $5.01K | 0.00% | +50 | New |
| Planning Capital Management Corp | 52 | $5.21K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 59 | $5.91K | 0.00% | +59 | New |
| Dixon Mitchell Investment Counsel Inc. | 60 | $6.01K | 0.00% | +60 | New |
| Caitlin John, LLC | 62 | $6.24K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 63 | $6.31K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 66 | $6.62K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 72 | $7.25K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 74 | $7.44K | 0.00% | +15+25.4% | Added |
| Mascoma Wealth Management LLC | 75 | $7.52K | 0.00% | −187−71.4% | Reduced |
| Chesapeake Asset Management LLC | 75 | $7.52K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 77 | $7.72K | 0.00% | +77 | New |
| DAGCO, Inc. | 78 | $7.82K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 78 | $8.00K | 0.00% | −58−42.6% | Reduced |
| USAdvisors Wealth Management, LLC | 10,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 84 | $8.47K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 87 | $8.72K | 0.01% | +87 | New |
| Great Lakes Retirement, Inc. | 88 | $8.85K | 0.00% | +88 | New |
| Baldwin Brothers Inc | 93 | $9.32K | 0.00% | −77−45.3% | Reduced |
| HWG Holdings LP | 98 | $9.80K | 0.00% | +98 | New |
| DiNuzzo Private Wealth, Inc. | 100 | $10.0K | 0.00% | +6+6.4% | Added |
| Miller Wealth Advisors, LLC | 100 | $10.0K | 0.01% | +100 | New |
| Accordant Advisory Group Inc | 100 | $10.0K | 0.01% | +100 | New |
| General Partner, Inc. | 101 | $10.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 94 | $10.4K | 0.00% | +7+8.0% | Added |
| West Financial Advisors, LLC | 108 | $10.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 109 | $10.9K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 121 | $12.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 121 | $12.1K | 0.00% | −120−49.8% | Reduced |
| Private Ocean, LLC | 123 | $12.3K | 0.00% | −88−41.7% | Reduced |
| Halpern Financial, Inc. | 123 | $12.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 126 | $12.6K | 0.00% | +7+5.9% | Added |
| ESL Trust Services, LLC | 131 | $13.1K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 133 | $13.3K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 134 | $13.4K | 0.01% | +134 | New |
| Transcendent Capital Group LLC | 141 | $14.1K | 0.01% | +11+8.5% | Added |
| Ramirez Asset Management, Inc. | 144 | $14.4K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 150 | $15.0K | 0.01% | +30+25.0% | Added |
| Lynx Investment Advisory | 153 | $15.4K | 0.01% | +153 | New |
| MidAtlantic Capital Management, Inc. | 155 | $15.5K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 159 | $15.9K | 0.00% | +159 | New |
| Orion Capital Management LLC | 159 | $15.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 162 | $16.0K | 0.00% | −85−34.4% | Reduced |
| American Capital Advisory, LLC | 166 | $16.1K | 0.01% | −7−4.0% | Reduced |
| Riverview Trust Co | 164 | $16.4K | 0.02% | −150−47.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 165 | $16.5K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 165 | $16.5K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 166 | $16.6K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 167 | $16.7K | 0.00% | −39−18.9% | Reduced |
| Catalyst Capital Advisors LLC | 167 | $16.7K | 0.00% | −39−18.9% | Reduced |
| Financial Perspectives, Inc | 168 | $16.8K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 169 | $16.9K | 0.01% | −167−49.7% | Reduced |
| Briaud Financial Planning, Inc | 175 | $17.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 175 | $17.5K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 187 | $18.0K | 0.01% | −1−0.5% | Reduced |
| DT Investment Partners, LLC | 190 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 192 | $19.2K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 197 | $19.7K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 199 | $19.9K | 0.00% | −58−22.6% | Reduced |
| Park Circle Co | 200 | $20.0K | 0.02% | +200 | New |
| Catalyst Funds Management Pty Ltd | 200 | $20.0K | 0.01% | +200 | New |
| Founders Capital Management | 202 | $20.2K | 0.01% | +202 | New |
| SOA Wealth Advisors, LLC. | 203 | $20.3K | 0.00% | +1+0.5% | Added |
| Perritt Capital Management Inc | 205 | $20.6K | 0.01% | +2+1.0% | Added |
| True Wealth Design, LLC | 219 | $21.9K | 0.01% | +88+67.2% | Added |
| Frazier Financial Advisors, LLC | 219 | $22.0K | 0.02% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 222 | $22.3K | 0.02% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 226 | $22.7K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 234 | $23.5K | 0.01% | −35−13.0% | Reduced |
| Prestige Wealth Management Group LLC | 235 | $23.6K | 0.01% | −214−47.7% | Reduced |
| Richard W. Paul & Associates, LLC | 243 | $24.4K | 0.01% | +1+0.4% | Added |
| Creekmur Asset Management LLC | 246 | $24.7K | 0.01% | +14+6.0% | Added |
| Operose Advisors LLC | 248 | $24.9K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 250 | $25.1K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 240 | $25.6K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 258 | $25.8K | 0.02% | +258 | New |
| Toth Financial Advisory Corp | 262 | $26.3K | 0.00% | −916−77.8% | Reduced |
| Private Wealth Management Group, LLC | 271 | $27.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 276 | $27.7K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 288 | $29.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 290 | $29.1K | 0.01% | 00.0% | Unchanged |