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
- 1,968
- +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
- 733 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 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 290 | $29.1K | 0.02% | +119+69.6% | Added |
| Bell Investment Advisors, Inc | 296 | $29.7K | 0.01% | +5+1.7% | Added |
| Lowe Wealth Advisors, LLC | 299 | $30.0K | 0.01% | 00.0% | Unchanged |
| Viking Fund Management LLC | 300 | $30.1K | 0.01% | +150+100.0% | Added |
| Olistico Wealth, LLC | 300 | $30.1K | 0.02% | +300 | New |
| Covestor Ltd | 313 | $31.0K | 0.02% | −3−0.9% | Reduced |
| Walleye Trading LLC | 310 | $31.1K | 0.00% | −3,849−92.5% | Reduced |
| Global Wealth Strategies & Associates | 317 | $31.8K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 332 | $33.3K | 0.01% | −5,000−93.8% | Reduced |
| Tortoise Investment Management, LLC | 334 | $33.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 338 | $33.9K | 0.01% | −54−13.8% | Reduced |
| Lipe & Dalton | 343 | $34.0K | 0.02% | 00.0% | Unchanged |
| WFA Asset Management Corp | 345 | $34.6K | 0.02% | +2+0.6% | Added |
| Abound Wealth Management | 346 | $34.7K | 0.01% | +8+2.4% | Added |
| First Community Trust NA | 348 | $34.9K | 0.03% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 350 | $35.1K | 0.02% | −460−56.8% | Reduced |
| Pacifica Partners Inc. | 354 | $35.3K | 0.02% | +42+13.5% | Added |
| TFC Financial Management | 353 | $35.4K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 325 | $35.7K | 0.02% | +96+41.9% | Added |
| Acima Private Wealth, LLC | 368 | $36.9K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 371 | $37.2K | 0.01% | −49−11.7% | Reduced |
| GW&K Investment Management, LLC | 376 | $38.0K | 0.00% | +79+26.6% | Added |
| Cubist Systematic Strategies, LLC | 400 | $40.1K | 0.00% | −76,120−99.5% | Reduced |
| Northwest Bank & Trust Co | 406 | $40.7K | 0.03% | −182−31.0% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 408 | $40.9K | 0.01% | +44+12.1% | Added |
| FSC Wealth Advisors, LLC | 409 | $41.0K | 0.03% | +87+27.0% | Added |
| Motco | 420 | $42.1K | 0.00% | +33+8.5% | Added |
| Rise Advisors, LLC | 427 | $42.8K | 0.02% | +4+0.9% | Added |
| Horrell Capital Management, Inc. | 429 | $43.0K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 433 | $43.4K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 447 | $44.8K | 0.00% | −25−5.3% | Reduced |
| Pin Oak Investment Advisors Inc | 456 | $46.0K | 0.04% | +393+623.8% | Added |
| PFG Private Wealth Management, LLC | 466 | $46.7K | 0.03% | +26+5.9% | Added |
| 1620 Investment Advisors, Inc. | 466 | $46.7K | 0.04% | +466 | New |
| Canton Hathaway, LLC | 471 | $47.0K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 471 | $47.2K | 0.02% | +323+218.2% | Added |
| Versant Capital Management, Inc | 480 | $48.1K | 0.01% | +112+30.4% | Added |
| Beach Investment Counsel Inc | 500 | $50.0K | 0.01% | +500 | New |
| Torno Capital, LLC | 500 | $50.1K | 0.01% | −7,000−93.3% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $50.1K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 500 | $50.1K | 0.07% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 508 | $51.0K | 0.04% | +508 | New |
| Stuart Chaussee & Associates, Inc. | 514 | $51.5K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 518 | $51.9K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 525 | $52.6K | 0.03% | +525 | New |
| Global Trust Asset Management, LLC | 535 | $53.6K | 0.02% | +1+0.2% | Added |
| Virtus Investment Advisers, Inc. | 535 | $53.6K | 0.05% | −278−34.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 550 | $55.1K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 564 | $56.5K | 0.00% | +503+824.6% | Added |
| GoalVest Advisory LLC | 566 | $56.7K | 0.02% | −325−36.5% | Reduced |
| Kelly Financial Services LLC | 570 | $57.1K | 0.02% | +68+13.5% | Added |
| Fortis Group Advisors, LLC | 570 | $57.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 571 | $57.2K | 0.05% | −50−8.1% | Reduced |
| Bellevue Asset Management, LLC | 574 | $57.6K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 579 | $58.0K | 0.02% | 00.0% | Unchanged |
| Davis Capital Management | 585 | $58.1K | 0.05% | 00.0% | Unchanged |
| Emfo, LLC | 584 | $58.5K | 0.05% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 584 | $58.5K | 0.00% | +10+1.7% | Added |
| RE Dickinson Investment Advisors, LLC | 587 | $58.8K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 598 | $59.9K | 0.01% | −145−19.5% | Reduced |
| Canopy Partners, LLC | 610 | $61.1K | 0.03% | 00.0% | Unchanged |
| PFS Partners, LLC | 613 | $61.4K | 0.04% | −128−17.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 614 | $61.6K | 0.03% | +6+1.0% | Added |
| Mizuho Bank, Ltd. | 630 | $63.1K | 0.01% | +630 | New |
| Macroview Investment Management LLC | 631 | $63.2K | 0.07% | +2+0.3% | Added |
| LRI Investments, LLC | 635 | $63.6K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 636 | $63.7K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 649 | $65.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 649 | $65.0K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 667 | $66.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 671 | $67.3K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 640 | $68.2K | 0.06% | +640 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 695 | $69.7K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 697 | $69.9K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 708 | $71.0K | 0.05% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 717 | $71.9K | 0.02% | +50+7.5% | Added |
| Atticus Wealth Management, LLC | 721 | $72.3K | 0.02% | −272−27.4% | Reduced |
| Luken Investment Analytics, LLC | 721 | $72.3K | 0.04% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 738 | $74.0K | 0.03% | −56−7.1% | Reduced |
| Gen-Wealth Partners Inc | 750 | $75.2K | 0.04% | −1,090−59.2% | Reduced |
| Laffer Tengler Investments | 756 | $75.8K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 763 | $76.5K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 764 | $76.5K | 0.02% | −287−27.3% | Reduced |
| Chris Bulman Inc | 795 | $79.7K | 0.05% | +795 | New |
| Louisbourg Investments Inc. | 800 | $80.2K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 816 | $81.8K | 0.03% | +816 | New |
| Capital Advisors, Ltd. LLC | 822 | $82.0K | 0.01% | −47−5.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 821 | $83.0K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 833 | $83.5K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 865 | $86.7K | 0.05% | +865 | New |
| Kozak & Associates, Inc. | 903 | $90.1K | 0.02% | +9+1.0% | Added |
| Missouri Trust & Investment Co | 971 | $97.3K | 0.04% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 972 | $97.4K | 0.02% | +412+73.6% | Added |
| ORG Partners LLC | 994 | $99.0K | 0.01% | +765+334.1% | Added |
| Blue Chip Partners, Inc. | 1,000 | $100.2K | 0.01% | +1,000 | New |
| Mechanics Financial Corp | 1,000 | $100.2K | 0.05% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,018 | $102.4K | 0.07% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,029 | $103.1K | 0.09% | 00.0% | Unchanged |
| Advantage Trust Co | 1,029 | $103.1K | 0.07% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,033 | $103.5K | 0.03% | 00.0% | Unchanged |