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 |
|---|---|---|---|---|---|
| Ossiam | 2,507 | $251.3K | 0.00% | −630−20.1% | Reduced |
| Rosenberg Matthew Hamilton | 2,530 | $251.3K | 0.07% | −294−10.4% | Reduced |
| Allegheny Financial Group LTD | 2,514 | $251.9K | 0.07% | +84+3.5% | Added |
| Hudson Value Partners, LLC | 2,525 | $253.1K | 0.11% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,526 | $253.2K | 0.03% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 2,530 | $253.6K | 0.10% | +8+0.3% | Added |
| Sittner & Nelson, LLC | 2,551 | $255.7K | 0.13% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,553 | $255.9K | 0.01% | +451+21.5% | Added |
| HTLF Bank | 2,555 | $256.1K | 0.03% | −171−6.3% | Reduced |
| Mason & Associates, LLC | 2,556 | $256.2K | 0.08% | +2,556 | New |
| M&R Capital Management Inc | 2,557 | $256.3K | 0.06% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 2,560 | $256.6K | 0.04% | −55−2.1% | Reduced |
| CBOE Vest Financial, LLC | 2,561 | $256.7K | 0.01% | −67−2.5% | Reduced |
| Virtue Capital Management, LLC | 2,382 | $256.8K | 0.04% | −92−3.7% | Reduced |
| VeraBank, N.A. | 2,563 | $256.9K | 0.08% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,567 | $257.0K | 0.01% | +379+17.3% | Added |
| Richardson Financial Services Inc. | 2,568 | $257.4K | 0.19% | −469−15.4% | Reduced |
| Rossmore Private Capital | 2,584 | $259.0K | 0.03% | 00.0% | Unchanged |
| LCM Capital Management Inc | 2,584 | $259.0K | 0.16% | +332+14.7% | Added |
| Sentinus, LLC | 2,587 | $259.3K | 0.08% | +2,587 | New |
| Union Savings Bank | 2,589 | $259.5K | 0.14% | +201+8.4% | Added |
| First Nebraska Trust Co | 2,593 | $259.9K | 0.03% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 2,612 | $261.8K | 0.19% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 2,612 | $261.8K | 0.03% | +13+0.5% | Added |
| Cozad Asset Management Inc | 2,617 | $262.3K | 0.03% | −693−20.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,626 | $263.2K | 0.12% | −189−6.7% | Reduced |
| Kraematon Investment Advisors, Inc | 2,630 | $263.7K | 0.27% | −64−2.4% | Reduced |
| Peachtree Investment Partners, LLC | 2,631 | $263.7K | 0.10% | +22+0.8% | Added |
| Baron Wealth Management LLC | 2,638 | $264.4K | 0.14% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,638 | $264.5K | 0.04% | +2,638 | New |
| Gilman Hill Asset Management, LLC | 2,645 | $265.1K | 0.05% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 2,650 | $265.6K | 0.04% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,660 | $266.6K | 0.08% | −671−20.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,669 | $267.6K | 0.09% | +2+0.1% | Added |
| Smithfield Trust Co | 2,681 | $268.0K | 0.01% | −147−5.2% | Reduced |
| Barlow Wealth Partners, Inc. | 2,469 | $268.1K | 0.04% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,688 | $269.4K | 0.00% | −29,368−91.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,694 | $270.0K | 0.11% | −12,281−82.0% | Reduced |
| Aprio Wealth Management, LLC | 2,696 | $270.3K | 0.05% | +2,696 | New |
| Onyx Bridge Wealth Group LLC | 2,704 | $271.0K | 0.04% | +8+0.3% | Added |
| NorthStar Asset Management LLC | 2,705 | $271.1K | 0.19% | +18+0.7% | Added |
| Central Bank & Trust Co | 2,718 | $272.4K | 0.04% | +184+7.3% | Added |
| Alaethes Wealth LLC | 2,720 | $272.6K | 0.11% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,721 | $272.7K | 0.15% | 00.0% | Unchanged |
| First Financial Corp | 2,726 | $273.2K | 0.14% | −950−25.8% | Reduced |
| Executive Wealth Management, LLC | 2,731 | $273.7K | 0.05% | +184+7.2% | Added |
| TCI Wealth Advisors, Inc. | 2,735 | $274.1K | 0.03% | +2,735 | New |
| Simon Quick Advisors, LLC | 2,736 | $274.2K | 0.02% | +2,736 | New |
| Colonial River Wealth Management, LLC | 2,740 | $274.6K | 0.15% | −1,417−34.1% | Reduced |
| Brass Tax Wealth Management, Inc | 2,743 | $274.9K | 0.05% | +12+0.4% | Added |
| Van Cleef Asset Management,Inc | 2,749 | $275.5K | 0.03% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,751 | $275.8K | 0.02% | +120+4.6% | Added |
| Stokes Capital Advisors, LLC | 2,754 | $276.0K | 0.08% | −482−14.9% | Reduced |
| Signal Advisors Wealth, LLC | 2,758 | $276.4K | 0.60% | +2,758 | New |
| Blossom Wealth Management | 2,760 | $276.6K | 0.60% | −35−1.3% | Reduced |
| FRG Family Wealth Advisors LLC | 2,450 | $276.7K | 0.05% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,760 | $276.7K | 0.03% | +60+2.2% | Added |
| Beacon Investment Advisors LLC | 2,773 | $277.9K | 0.14% | −18−0.6% | Reduced |
| Diversify Advisory Services, LLC | 2,756 | $278.2K | 0.02% | −978−26.2% | Reduced |
| Citizens National Bank Trust Department | 2,782 | $278.8K | 0.06% | +205+8.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,785 | $279.1K | 0.16% | 00.0% | Unchanged |
| WMS Partners, LLC | 2,785 | $279.1K | 0.02% | +2,785 | New |
| Fca Corp | 2,794 | $280.0K | 0.09% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,797 | $280.4K | 0.03% | +420+17.7% | Added |
| Avidian Wealth Solutions, LLC | 2,799 | $280.5K | 0.01% | +515+22.5% | Added |
| Ashton Thomas Securities, LLC | 3,640 | $280.7K | 0.07% | +3,640 | New |
| Quotient Wealth Partners, LLC | 2,812 | $281.8K | 0.01% | +344+13.9% | Added |
| Elmwood Wealth Management, Inc. | 2,818 | $282.4K | 0.13% | −25−0.9% | Reduced |
| MJP Associates Inc | 2,833 | $284.0K | 0.06% | −219−7.2% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,839 | $284.6K | 0.09% | +2,839 | New |
| Stokes Family Office, LLC | 2,854 | $286.0K | 0.03% | +211+8.0% | Added |
| NewEdge Wealth, LLC | 2,862 | $286.9K | 0.01% | −573−16.7% | Reduced |
| Breakwater Capital Group | 2,863 | $287.0K | 0.07% | −49−1.7% | Reduced |
| Buckingham Capital Management, Inc. | 2,873 | $288.0K | 0.03% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,873 | $288.0K | 0.09% | +2,873 | New |
| Spinnaker Investment Group, LLC | 2,879 | $288.6K | 0.08% | +31+1.1% | Added |
| Oxford Financial Group Ltd | 2,882 | $288.9K | 0.02% | +2,882 | New |
| Uncommon Cents Investing LLC | 2,883 | $289.0K | 0.09% | +100+3.6% | Added |
| Hurlow Wealth Management Group, Inc. | 2,893 | $290.0K | 0.10% | −105−3.5% | Reduced |
| American Money Management, LLC | 2,911 | $291.8K | 0.06% | −34−1.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,913 | $292.0K | 0.00% | +6+0.2% | Added |
| Cadinha & Co LLC | 2,935 | $294.2K | 0.05% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 2,938 | $294.5K | 0.01% | −125−4.1% | Reduced |
| Investors Asset Management of Georgia Inc | 2,945 | $295.1K | 0.14% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,947 | $295.3K | 0.02% | −115−3.8% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,951 | $295.8K | 0.05% | +53+1.8% | Added |
| L2 Asset Management, LLC | 2,955 | $296.2K | 0.09% | +245+9.0% | Added |
| Cravens & Co Advisors, LLC | 2,958 | $296.5K | 0.22% | −227−7.1% | Reduced |
| New Hampshire Trust | 2,959 | $296.6K | 0.07% | −84−2.8% | Reduced |
| Interchange Capital Partners, LLC | 2,962 | $296.8K | 0.11% | +2,962 | New |
| Market Street Wealth Management Advisors LLC | 2,962 | $296.9K | 0.05% | −93−3.0% | Reduced |
| Boston Trust Walden Corp | 2,984 | $299.1K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 2,987 | $299.4K | 0.04% | +2,987 | New |
| Signature Estate & Investment Advisors LLC | 2,990 | $299.6K | 0.01% | +2,990 | New |
| Titleist Asset Management, LLC | 2,996 | $300.2K | 0.05% | +2,996 | New |
| Davidson Investment Advisors | 3,000 | $300.7K | 0.02% | +3,000 | New |
| Summit X, LLC | 2,977 | $301.5K | 0.07% | +574+23.9% | Added |
| Edgemoor Investment Advisors, Inc. | 3,017 | $302.4K | 0.03% | +543+21.9% | Added |
| Slagle Financial, LLC | 3,017 | $302.4K | 0.16% | −259−7.9% | Reduced |
| Jmac Enterprises LLC | 3,018 | $302.5K | 0.05% | −496−14.1% | Reduced |