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 |
|---|---|---|---|---|---|
| Thor Investment Management Inc | 3,023 | $303.0K | 0.24% | +35+1.2% | Added |
| Channel Wealth LLC | 3,025 | $303.2K | 0.11% | −131−4.2% | Reduced |
| Lindbrook Capital, LLC | 3,039 | $304.6K | 0.03% | +966+46.6% | Added |
| Buttonwood Financial Advisors Inc. | 3,042 | $304.9K | 0.14% | −1,000−24.7% | Reduced |
| Jackson Wealth Management, LLC | 3,043 | $305.0K | 0.07% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 3,045 | $305.2K | 0.06% | −168−5.2% | Reduced |
| Exchange Bank | 3,045 | $305.2K | 0.26% | 00.0% | Unchanged |
| Baker Boyer National Bank | 3,053 | $306.0K | 0.11% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,983 | $306.7K | 0.10% | +427+16.7% | Added |
| LSP Investment Advisors, LLC | 3,060 | $306.7K | 0.17% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 3,060 | $306.7K | 0.02% | +29+1.0% | Added |
| Plato Investment Management Ltd | 3,068 | $307.5K | 0.03% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 3,069 | $307.6K | 0.48% | +215+7.5% | Added |
| McGowan Group Asset Management, Inc. | 3,071 | $307.8K | 0.04% | +37+1.2% | Added |
| Evergreen Capital Management LLC | 3,072 | $307.9K | 0.01% | +441+16.8% | Added |
| Sigma Investment Counselors Inc | 3,077 | $308.4K | 0.02% | 00.0% | Unchanged |
| Burns J W & Co Inc | 3,083 | $309.0K | 0.04% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,089 | $309.6K | 0.01% | −48−1.5% | Reduced |
| Westhampton Capital, LLC | 3,097 | $310.4K | 0.17% | −1,014−24.7% | Reduced |
| Catalina Capital Group, LLC | 3,098 | $310.5K | 0.12% | +670+27.6% | Added |
| Meridian Wealth Partners, LLC | 3,106 | $311.3K | 0.05% | +68+2.2% | Added |
| Wimmer Associates 1, LLC | 3,111 | $311.8K | 0.16% | −66−2.1% | Reduced |
| Sunpointe, LLC | 3,112 | $311.9K | 0.20% | −997−24.3% | Reduced |
| Xcel Wealth Management, LLC | 3,117 | $312.4K | 0.10% | +600+23.8% | Added |
| Sierra Summit Advisors LLC | 3,131 | $313.8K | 0.08% | +350+12.6% | Added |
| CX Institutional | 3,135 | $314.3K | 0.01% | +174+5.9% | Added |
| Smith Thornton Advisors LLC | 3,149 | $315.6K | 0.23% | +3,149 | New |
| Fagan Associates, Inc. | 3,150 | $315.7K | 0.06% | +170+5.7% | Added |
| Revolve Wealth Partners, LLC | 3,150 | $315.7K | 0.05% | −114−3.5% | Reduced |
| WealthPlan Investment Management, LLC | 3,151 | $315.8K | 0.05% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,155 | $316.2K | 0.07% | +36+1.2% | Added |
| CRA Financial Services, LLC | 3,160 | $316.7K | 0.06% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 3,169 | $317.6K | 0.01% | +69+2.2% | Added |
| Apella Capital, LLC | 3,152 | $318.1K | 0.01% | +834+36.0% | Added |
| Commonwealth Financial Services, LLC | 3,164 | $318.5K | 0.07% | −1,631−34.0% | Reduced |
| PDS Planning, Inc | 3,192 | $320.0K | 0.03% | +326+11.4% | Added |
| Transcend Wealth Collective, LLC | 3,194 | $320.1K | 0.02% | −192−5.7% | Reduced |
| MCF Advisors LLC | 3,200 | $320.7K | 0.02% | +180+6.0% | Added |
| CTC Alternative Strategies, Ltd. | 3,200 | $320.7K | 0.14% | +850+36.2% | Added |
| Cascade Investment Group, Inc. | 3,205 | $321.2K | 0.25% | −200−5.9% | Reduced |
| OneAscent Wealth Management LLC | 3,222 | $323.0K | 0.17% | −2,190−40.5% | Reduced |
| Hobbs Group Advisors, LLC | 3,228 | $323.5K | 0.12% | +3,228 | New |
| Sargent Investment Group, LLC | 3,235 | $324.2K | 0.07% | −10−0.3% | Reduced |
| LBMC Investment Advisors, LLC | 3,239 | $324.7K | 0.03% | +10.0% | Added |
| Acorn Financial Advisory Services Inc | 3,243 | $325.1K | 0.06% | −4−0.1% | Reduced |
| Pittenger & Anderson Inc | 3,250 | $325.7K | 0.01% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 3,251 | $325.8K | 0.11% | +611+23.1% | Added |
| Fortress Wealth Group, LLC | 3,050 | $326.7K | 0.16% | +8+0.3% | Added |
| Sterling Investment Counsel, LLC | 3,263 | $327.1K | 0.13% | −660−16.8% | Reduced |
| Camden Capital, LLC | 3,265 | $327.2K | 0.03% | +366+12.6% | Added |
| Marshall Financial Group LLC | 3,277 | $328.4K | 0.09% | −21,659−86.9% | Reduced |
| Muirfield Wealth Advisors LLC | 3,277 | $328.5K | 0.31% | +32+1.0% | Added |
| MWA Asset Management | 3,285 | $329.3K | 0.23% | −50−1.5% | Reduced |
| Cladis Investment Advisory, LLC | 3,288 | $329.6K | 0.24% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 3,036 | $329.7K | 0.16% | +3,036 | New |
| Marathon Capital Management | 3,297 | $330.5K | 0.08% | −50−1.5% | Reduced |
| Waldron Private Wealth LLC | 3,298 | $330.6K | 0.01% | +126+4.0% | Added |
| St Germain D J Co Inc | 3,300 | $330.8K | 0.02% | −75−2.2% | Reduced |
| William B. Walkup & Associates, Inc. | 3,358 | $336.6K | 0.22% | +3,358 | New |
| OMC Financial Services LTD | 3,367 | $337.0K | 0.16% | +4+0.1% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,368 | $337.6K | 0.04% | −3,391−50.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,369 | $337.7K | 0.14% | −21−0.6% | Reduced |
| Prio Wealth Limited Partnership | 3,370 | $337.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,375 | $338.3K | 0.04% | −726−17.7% | Reduced |
| Prostatis Group LLC | 3,375 | $338.3K | 0.12% | −689−17.0% | Reduced |
| KPP Advisory Services LLC | 3,386 | $339.4K | 0.09% | +280+9.0% | Added |
| Cim Investment Mangement Inc | 3,388 | $339.6K | 0.10% | −34−1.0% | Reduced |
| Abbrea Capital, LLC | 3,396 | $340.0K | 0.05% | +105+3.2% | Added |
| Beaton Management Co. Inc. | 3,404 | $341.0K | 0.18% | −10.0% | Reduced |
| TRUE Private Wealth Advisors | 3,405 | $341.3K | 0.04% | −206−5.7% | Reduced |
| Sage Mountain Advisors LLC | 3,428 | $343.6K | 0.03% | +308+9.9% | Added |
| Burney Co | 3,434 | $344.2K | 0.01% | −94−2.7% | Reduced |
| Sandbox Financial Partners, LLC | 3,447 | $345.5K | 0.13% | +53+1.6% | Added |
| Norris Perne & French LLP | 3,448 | $345.6K | 0.02% | −638−15.6% | Reduced |
| Pine Harbor Wealth Management, LLC | 3,449 | $345.7K | 0.20% | +200+6.2% | Added |
| Front Row Advisors LLC | 3,452 | $346.0K | 0.12% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,467 | $347.5K | 0.07% | 00.0% | Unchanged |
| First Citizens Financial Corp | 3,467 | $347.5K | 0.21% | −308−8.2% | Reduced |
| Means Investment Co., Inc. | 3,471 | $347.9K | 0.04% | −321−8.5% | Reduced |
| PCA Investment Advisory Services Inc. | 3,487 | $349.5K | 0.18% | 00.0% | Unchanged |
| King Wealth | 3,489 | $350.0K | 0.06% | −116−3.2% | Reduced |
| Premier Path Wealth Partners, LLC | 3,502 | $351.0K | 0.06% | +395+12.7% | Added |
| Atlantic Trust, LLC | 3,509 | $351.7K | 0.09% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 3,517 | $352.5K | 0.04% | +3+0.1% | Added |
| Douglas Lane & Associates, LLC | 3,527 | $353.5K | 0.01% | −804−18.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 3,535 | $354.3K | 0.03% | −11−0.3% | Reduced |
| MKT Advisors LLC | 3,515 | $354.8K | 0.18% | +5+0.1% | Added |
| Southland Equity Partners LLC | 3,542 | $355.1K | 0.10% | −86−2.4% | Reduced |
| Grant/GrossMendelsohn, LLC | 3,547 | $355.6K | 0.16% | +28+0.8% | Added |
| Chicago Trust Co NA | 3,556 | $356.4K | 0.07% | +4+0.1% | Added |
| Coppell Advisory Solutions LLC | 3,557 | $356.5K | 0.06% | +3,557 | New |
| Aveo Capital Partners, LLC | 3,560 | $356.8K | 0.04% | −453−11.3% | Reduced |
| Sonora Investment Management Group, LLC | 3,690 | $356.9K | 0.03% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 3,566 | $357.0K | 0.09% | +53+1.5% | Added |
| Brandywine Oak Private Wealth LLC | 3,579 | $358.7K | 0.04% | −600−14.4% | Reduced |
| Marietta Investment Partners LLC | 3,581 | $358.9K | 0.08% | 00.0% | Unchanged |
| McDaniel Terry & Co | 3,578 | $359.0K | 0.03% | +3,578 | New |
| Quad-Cities Investment Group, LLC | 3,589 | $359.7K | 0.20% | −488−12.0% | Reduced |
| Strategic Investment Advisors | 3,591 | $360.0K | 0.04% | +197+5.8% | Added |
| Fiduciary Alliance LLC | 3,608 | $360.1K | 0.06% | +3,608 | New |