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, 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 | 2,491 | $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, 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 |
|---|---|---|---|---|---|
| Unique Wealth Strategies, LLC | 1,097 | $106.1K | 0.05% | +1,097 | New |
| Webster Bank, N. A. | 1,059 | $106.1K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,082 | $108.4K | 0.04% | −21−1.9% | Reduced |
| AllSquare Wealth Management LLC | 1,082 | $108.4K | 0.07% | 00.0% | Unchanged |
| Bangor Savings Bank | 1,083 | $108.5K | 0.01% | −20−1.8% | Reduced |
| New Millennium Group LLC | 1,088 | $109.0K | 0.07% | −2,080−65.7% | Reduced |
| Centerpoint Advisors, LLC | 1,098 | $110.0K | 0.04% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,099 | $110.0K | 0.00% | +1,099 | New |
| WFA of San Diego, LLC | 1,099 | $110.1K | 0.10% | +1,099 | New |
| Plante Moran Financial Advisors, LLC | 1,115 | $111.7K | 0.01% | +123+12.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,130 | $113.3K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,131 | $113.4K | 0.05% | +4+0.4% | Added |
| Raffa Wealth Management, LLC | 1,135 | $113.8K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,158 | $116.1K | 0.02% | −78−6.3% | Reduced |
| Key Financial Inc | 1,165 | $116.8K | 0.03% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 1,170 | $117.3K | 0.18% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,203 | $120.6K | 0.07% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,215 | $121.8K | 0.05% | +8+0.7% | Added |
| Cranbrook Wealth Management, LLC | 1,233 | $123.6K | 0.03% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,257 | $124.8K | 0.05% | −143−10.2% | Reduced |
| Community Bank, N.A. | 1,250 | $125.3K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,250 | $125.3K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,253 | $125.6K | 0.02% | +300+31.5% | Added |
| Coston, McIsaac & Partners | 1,263 | $126.0K | 0.04% | +27+2.2% | Added |
| New England Capital Financial Advisors LLC | 1,310 | $131.3K | 0.07% | +1+0.1% | Added |
| Investors Research Corp | 1,310 | $131.3K | 0.03% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,329 | $133.2K | 0.01% | +1,329 | New |
| Kimelman & Baird, LLC | 1,332 | $133.5K | 0.01% | +1,332 | New |
| Cultivar Capital, Inc. | 1,333 | $133.6K | 0.11% | +1,333 | New |
| LGT Financial Advisors LLC | 1,340 | $134.3K | 0.28% | +13+1.0% | Added |
| Atwood & Palmer Inc | 1,348 | $135.1K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,353 | $136.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,358 | $136.1K | 0.04% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,363 | $136.6K | 0.01% | −165−10.8% | Reduced |
| TCTC Holdings, LLC | 1,373 | $137.6K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,448 | $140.0K | 0.08% | −133−8.4% | Reduced |
| Center for Financial Planning, Inc. | 1,408 | $141.1K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,413 | $141.6K | 0.06% | +3+0.2% | Added |
| Financial Network Wealth Advisors LLC | 1,427 | $143.3K | 0.11% | +1,427 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,452 | $145.6K | 0.05% | +1,452 | New |
| Country Trust Bank | 1,480 | $148.3K | 0.00% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,419 | $155.1K | 0.01% | +200+16.4% | Added |
| Dakota Community Bank & Trust NA | 1,554 | $155.8K | 0.84% | +10+0.6% | Added |
| WR Wealth Planners, LLC | 1,555 | $155.9K | 0.05% | −202−11.5% | Reduced |
| Deseret Mutual Benefit Administrators | 1,576 | $158.0K | 0.07% | +71+4.7% | Added |
| Kepos Capital LP | 1,594 | $160.0K | 0.06% | −194−10.9% | Reduced |
| Barrett & Company, Inc. | 1,650 | $165.4K | 0.07% | −44−2.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,661 | $166.5K | 0.06% | −267−13.8% | Reduced |
| ICA Group Wealth Management, LLC | 1,661 | $166.5K | 0.10% | −2,515−60.2% | Reduced |
| Allianz SE | 1,666 | $167.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 1,668 | $167.2K | 0.06% | −50−2.9% | Reduced |
| Sound Income Strategies, LLC | 1,706 | $171.0K | 0.01% | +104+6.5% | Added |
| ZRC Wealth Management, LLC | 1,709 | $171.3K | 0.08% | −40−2.3% | Reduced |
| RFP Financial Group LLC | 1,713 | $171.7K | 0.06% | +152+9.7% | Added |
| Bullock Wealth Management Group | 1,729 | $171.7K | 0.11% | −20−1.1% | Reduced |
| Redwood Wealth Management Group, LLC | 1,720 | $172.4K | 0.13% | +1,720 | New |
| Leonteq Securities AG | 1,735 | $173.9K | 0.02% | +177+11.4% | Added |
| Old Second National Bank of Aurora | 1,738 | $174.2K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,739 | $174.3K | 0.02% | −97−5.3% | Reduced |
| JJJ Advisors Inc. | 1,753 | $175.7K | 0.04% | +3+0.2% | Added |
| USA Financial Portformulas Corp | 1,781 | $178.5K | 0.03% | +1,618+992.6% | Added |
| Valley National Advisers Inc | 1,809 | $181.0K | 0.03% | −113−5.9% | Reduced |
| Tradewinds Capital Management, LLC | 1,809 | $181.3K | 0.05% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,827 | $183.0K | 0.06% | +53+3.0% | Added |
| Castleview Partners, LLC | 1,854 | $185.8K | 0.11% | +91+5.2% | Added |
| Lazard Asset Management LLC | 1,859 | $186.0K | 0.00% | +1,859 | New |
| Stephens Consulting, LLC | 1,867 | $187.1K | 0.05% | +80+4.5% | Added |
| Beaird Harris Wealth Management, LLC | 1,873 | $187.7K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,878 | $188.3K | 0.04% | −558−22.9% | Reduced |
| First Foundation Advisors | 1,884 | $188.9K | 0.01% | +726+62.7% | Added |
| Silvant Capital Management LLC | 1,886 | $189.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $190.4K | 0.09% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,896 | $191.0K | 0.10% | +3+0.2% | Added |
| MeadowBrook Investment Advisors LLC | 1,907 | $191.1K | 0.18% | −300−13.6% | Reduced |
| MV Capital Management, Inc. | 1,915 | $191.9K | 0.02% | +17+0.9% | Added |
| Triad Wealth Partners, LLC | 1,916 | $192.0K | 0.10% | +1,916 | New |
| City State Bank | 1,951 | $195.5K | 0.08% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,957 | $196.2K | 0.02% | −153−7.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,996 | $200.0K | 0.07% | −2,144−51.8% | Reduced |
| First Financial Bankshares Inc | 1,996 | $200.1K | 0.00% | −145−6.8% | Reduced |
| Westover Capital Advisors, LLC | 2,000 | $200.5K | 0.05% | +2,000 | New |
| Alternative Investment Advisors, LLC. | 2,002 | $200.9K | 0.11% | +2,002 | New |
| Coastline Trust Co | 2,005 | $201.0K | 0.02% | +2,005 | New |
| Onefund, LLC | 2,016 | $202.1K | 0.22% | +2,016 | New |
| Auxano Advisors, LLC | 2,026 | $203.1K | 0.06% | +2,026 | New |
| West Branch Capital LLC | 2,031 | $203.6K | 0.08% | 00.0% | Unchanged |
| Wealth Effects LLC | 2,032 | $203.7K | 0.07% | +2,032 | New |
| Liberty Capital Management, Inc. | 2,040 | $204.5K | 0.05% | +2,040 | New |
| West Paces Advisors Inc. | 2,049 | $205.4K | 0.05% | −535−20.7% | Reduced |
| Shilanski & Associates, Inc. | 2,050 | $205.5K | 0.07% | +2,050 | New |
| Charles Schwab Trust Co | 2,060 | $206.5K | 0.02% | −172−7.7% | Reduced |
| Dark Forest Capital Management LP | 2,063 | $206.8K | 0.04% | +2,063 | New |
| Stone Run Capital, LLC | 2,071 | $207.6K | 0.08% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 2,077 | $208.1K | 0.03% | +2,077 | New |
| Strategic Investment Solutions, Inc. | 1,927 | $208.5K | 0.07% | +1,927 | New |
| Capasso Planning Partners LLC | 2,084 | $208.9K | 0.07% | +2,084 | New |
| Analyst IMS Investment Management Services Ltd. | 2,087 | $209.0K | 0.01% | +2,087 | New |
| SRS Capital Advisors, Inc. | 2,095 | $210.0K | 0.02% | +96+4.8% | Added |
| Horan Capital Advisors, LLC. | 2,104 | $210.9K | 0.07% | 00.0% | Unchanged |
| NBW Capital LLC | 2,107 | $211.2K | 0.04% | −335−13.7% | Reduced |