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 |
|---|---|---|---|---|---|
| AlTi Global, Inc. | 2,112 | $211.6K | 0.01% | +2,112 | New |
| Peak Planning Group, LLC | 2,116 | $212.1K | 0.10% | +2,116 | New |
| Opal Wealth Advisors, LLC | 2,123 | $212.8K | 0.07% | +2,123 | New |
| Essex Investment Management Co LLC | 2,128 | $213.3K | 0.04% | −163−7.1% | Reduced |
| Papp L Roy & Associates | 2,135 | $214.0K | 0.03% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 2,140 | $214.5K | 0.07% | −86−3.9% | Reduced |
| Bremer Bank National Association | 2,144 | $214.9K | 0.04% | −298−12.2% | Reduced |
| Invst, LLC | 2,164 | $215.0K | 0.02% | +2,164 | New |
| Indiana Trust & Investment Management CO | 2,147 | $215.2K | 0.08% | +100+4.9% | Added |
| Primoris Wealth Advisors, LLC | 2,148 | $215.3K | 0.17% | +2,148 | New |
| New Century Financial Group, LLC | 2,155 | $216.0K | 0.09% | +2,155 | New |
| Fortitude Advisory Group L.L.C. | 2,162 | $216.7K | 0.13% | −244−10.1% | Reduced |
| Western Pacific Wealth Management, LP | 2,163 | $216.8K | 0.16% | −164−7.0% | Reduced |
| Weatherly Asset Management L. P. | 2,165 | $217.0K | 0.02% | −298−12.1% | Reduced |
| Institutional & Family Asset Management, LLC | 2,169 | $217.4K | 0.03% | 00.0% | Unchanged |
| Cypress Asset Management Inc | 2,175 | $218.0K | 0.06% | −1,000−31.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,176 | $218.0K | 0.06% | +9+0.4% | Added |
| Patron Partners Advisors, LLC | 2,181 | $218.6K | 0.13% | +2,181 | New |
| Sivia Capital Partners, LLC | 2,181 | $218.6K | 0.15% | +2,181 | New |
| Foster Group, Inc. | 2,183 | $218.8K | 0.01% | +33+1.5% | Added |
| Roble, Belko & Company, Inc | 2,182 | $219.0K | 0.04% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2,207 | $219.3K | 0.03% | −1,104−33.3% | Reduced |
| Geller Advisors LLC | 2,193 | $219.8K | 0.02% | 00.0% | Unchanged |
| Providence First Trust Co | 2,200 | $220.5K | 0.10% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 2,201 | $220.6K | 0.17% | +4+0.2% | Added |
| Meridian Financial, LLC | 2,206 | $221.1K | 0.16% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,223 | $222.8K | 0.07% | −696−23.8% | Reduced |
| United Asset Strategies, Inc. | 2,228 | $223.3K | 0.02% | −119−5.1% | Reduced |
| M. Kraus & Co | 2,229 | $223.4K | 0.07% | +50+2.3% | Added |
| TrueWealth Advisors, LLC | 2,244 | $224.9K | 0.08% | −185−7.6% | Reduced |
| Matrix Private Capital Group LLC | 2,248 | $225.3K | 0.14% | +15+0.7% | Added |
| Callan Family Office, LLC | 2,249 | $225.4K | 0.04% | +2,249 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,255 | $226.0K | 0.06% | +19+0.8% | Added |
| Nicolet Bankshares Inc | 2,257 | $226.2K | 0.06% | −336−13.0% | Reduced |
| Tradition Wealth Management, LLC | 2,257 | $226.2K | 0.02% | +24+1.1% | Added |
| Proficio Capital Partners LLC | 2,258 | $226.3K | 0.02% | −99−4.2% | Reduced |
| Optas, LLC | 2,263 | $226.8K | 0.06% | −2,150−48.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,264 | $227.0K | 0.09% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,265 | $227.0K | 0.01% | −2,145−48.6% | Reduced |
| Mainsail Asset Management, LLC | 2,270 | $227.5K | 0.18% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 2,275 | $228.0K | 0.02% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 2,279 | $229.4K | 0.12% | +17+0.8% | Added |
| Hoylecohen, LLC | 2,296 | $230.1K | 0.02% | −877−27.6% | Reduced |
| Alpine Global Management, LLC | 2,300 | $230.5K | 0.04% | +2,300 | New |
| Vantage Financial Partners, LLC | 2,302 | $230.7K | 0.06% | −261−10.2% | Reduced |
| Liberty Wealth Management LLC | 7,860 | $231.0K | 0.04% | +5,622+251.2% | Added |
| KC Investment Advisors, LLC | 2,305 | $231.0K | 0.11% | −575−20.0% | Reduced |
| Bridge Creek Capital Management LLC | 2,307 | $231.2K | 0.07% | 00.0% | Unchanged |
| Corton Capital Inc. | 2,309 | $231.4K | 0.12% | +66+2.9% | Added |
| Vantage Financial Partners Ltd., Inc. | 2,311 | $231.6K | 0.06% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 2,317 | $232.2K | 0.03% | −20−0.9% | Reduced |
| Pettinga Financial Advisors, LLC | 2,317 | $232.2K | 0.06% | +2,317 | New |
| SYSTM Wealth Solutions LLC | 2,317 | $232.2K | 0.05% | −8,680−78.9% | Reduced |
| Clear Creek Financial Management, LLC | 2,323 | $232.8K | 0.03% | +41+1.8% | Added |
| Thrive Capital Management, LLC | 2,327 | $233.2K | 0.11% | −320−12.1% | Reduced |
| Truvestments Capital LLC | 2,339 | $234.4K | 0.09% | −60−2.5% | Reduced |
| Lokken Investment Group LLC | 2,343 | $234.8K | 0.11% | +12+0.5% | Added |
| Joule Financial, LLC | 2,344 | $234.9K | 0.10% | −46−1.9% | Reduced |
| Larson Financial Group LLC | 2,344 | $234.9K | 0.02% | +288+14.0% | Added |
| Ironsides Asset Advisors, LLC | 2,344 | $235.0K | 0.08% | −400−14.6% | Reduced |
| Renasant Bank | 2,350 | $235.5K | 0.16% | −1,435−37.9% | Reduced |
| Chelsea Counsel Co | 2,351 | $235.6K | 0.12% | +400+20.5% | Added |
| Gleason Group, Inc. | 2,353 | $235.8K | 0.05% | +24+1.0% | Added |
| Adell Harriman & Carpenter Inc | 2,356 | $236.1K | 0.02% | −600−20.3% | Reduced |
| Allstate Corp | 2,369 | $237.4K | 0.02% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,369 | $237.4K | 0.02% | −197−7.7% | Reduced |
| S. R. Schill & Associates | 2,375 | $238.0K | 0.10% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2,381 | $238.7K | 0.15% | −278−10.5% | Reduced |
| Howard Wealth Management, LLC | 2,386 | $239.2K | 0.19% | +152+6.8% | Added |
| Berkshire Asset Management LLC | 2,387 | $239.3K | 0.01% | +2,387 | New |
| Lazari Capital Management, Inc. | 2,388 | $239.3K | 0.11% | +72+3.1% | Added |
| Penn Mutual Asset Management, LLC | 2,400 | $240.6K | 0.51% | 00.0% | Unchanged |
| Apriem Advisors | 2,400 | $240.6K | 0.03% | 00.0% | Unchanged |
| Callan Capital, LLC | 2,400 | $240.6K | 0.02% | +167+7.5% | Added |
| Hilltop National Bank | 2,408 | $241.4K | 0.08% | −76−3.1% | Reduced |
| Custom Portfolio Group LLC | 2,456 | $242.2K | 0.19% | −118−4.6% | Reduced |
| Royal Capital Wealth Management, LLC | 2,416 | $242.2K | 0.18% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 2,418 | $242.3K | 0.01% | −178−6.9% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 2,422 | $242.7K | 0.09% | −15−0.6% | Reduced |
| Lockerman Financial Group, Inc. | 2,423 | $242.9K | 0.44% | −3−0.1% | Reduced |
| Gradient Investments LLC | 2,426 | $243.2K | 0.01% | +628+34.9% | Added |
| D'Orazio & Associates, Inc. | 2,427 | $243.2K | 0.04% | +320+15.2% | Added |
| Consolidated Planning Corp | 2,443 | $244.9K | 0.04% | −516−17.4% | Reduced |
| Bath Savings Trust Co | 2,444 | $245.0K | 0.03% | +53+2.2% | Added |
| Wealth Quarterback LLC | 2,452 | $245.7K | 0.14% | −41−1.6% | Reduced |
| Clayton Financial Group LLC | 2,546 | $246.2K | 0.11% | +376+17.3% | Added |
| Ellis Investment Partners, LLC | 2,457 | $246.2K | 0.05% | +2,457 | New |
| Red Wave Investments LLC | 2,464 | $247.0K | 0.09% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 2,469 | $247.5K | 0.15% | +2,469 | New |
| Peoples Bank | 2,474 | $248.0K | 0.19% | −3−0.1% | Reduced |
| Bay Rivers Group | 2,474 | $248.0K | 0.13% | +70+2.9% | Added |
| Grandfield & Dodd, LLC | 2,485 | $249.1K | 0.02% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,485 | $249.1K | 0.03% | +2,485 | New |
| Capital Advisors Wealth Management, LLC | 2,486 | $249.2K | 0.05% | −356−12.5% | Reduced |
| Mainstay Capital Management LLC | 2,486 | $249.2K | 0.04% | +11+0.4% | Added |
| Raab & Moskowitz Asset Management LLC | 2,487 | $249.3K | 0.07% | −1,674−40.2% | Reduced |
| Obsidian Personal Planning Solutions LLC | 2,500 | $250.6K | 0.15% | +13+0.5% | Added |
| Shayne & Co., LLC | 2,500 | $250.6K | 0.07% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 2,505 | $251.1K | 0.21% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,505 | $251.1K | 0.02% | −1,366−35.3% | Reduced |