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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 3,615 | $362.3K | 0.23% | −268−6.9% | Reduced |
| Enterprise Financial Services Corp | 3,625 | $363.3K | 0.22% | −210−5.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 3,633 | $364.0K | 0.04% | −10,535−74.4% | Reduced |
| Childress Capital Advisors, LLC | 3,641 | $364.9K | 0.10% | +676+22.8% | Added |
| IronBridge Private Wealth, LLC | 3,650 | $365.8K | 0.14% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,650 | $365.9K | 0.01% | −849−18.9% | Reduced |
| First Western Trust Bank | 3,651 | $365.9K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 3,658 | $366.6K | 0.18% | +3+0.1% | Added |
| Broadwater Capital Management LLC | 3,666 | $367.4K | 0.28% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 3,705 | $368.1K | 0.11% | −1,481−28.6% | Reduced |
| Laurion Capital Management LP | 3,677 | $368.5K | 0.01% | +3,677 | New |
| Pallas Capital Advisors LLC | 3,448 | $368.6K | 0.02% | +646+23.1% | Added |
| Lloyd Advisory Services, LLC. | 3,681 | $368.9K | 0.17% | +3,681 | New |
| Golden State Equity Partners | 3,684 | $369.2K | 0.08% | +3,684 | New |
| Soltis Investment Advisors LLC | 3,697 | $370.5K | 0.04% | −63,927−94.5% | Reduced |
| Girard Partners Ltd. | 3,707 | $371.6K | 0.04% | −568−13.3% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,715 | $372.4K | 0.37% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 3,718 | $373.0K | 0.02% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 3,725 | $373.4K | 0.52% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,740 | $374.9K | 0.07% | +216+6.1% | Added |
| Meridian Investment Counsel Inc. | 3,745 | $375.4K | 0.12% | +450+13.7% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,748 | $375.7K | 0.25% | +27+0.7% | Added |
| Baker Avenue Asset Management, LP | 3,751 | $376.0K | 0.01% | +3,751 | New |
| Waddell & Associates, LLC | 3,753 | $376.2K | 0.05% | +99+2.7% | Added |
| PFG Advisors | 3,756 | $376.4K | 0.03% | −107−2.8% | Reduced |
| Sentry Investment Management LLC | 3,764 | $377.0K | 0.17% | +3,764 | New |
| Patriot Investment Management Inc. | 3,769 | $377.8K | 0.03% | −48−1.3% | Reduced |
| FDx Advisors, Inc. | 3,767 | $378.0K | 0.10% | −805−17.6% | Reduced |
| Rockland Trust Co | 3,805 | $381.4K | 0.02% | +611+19.1% | Added |
| CFO4Life Group, LLC | 3,813 | $382.2K | 0.07% | +351+10.1% | Added |
| Destination Wealth Management | 3,828 | $383.7K | 0.01% | −104−2.6% | Reduced |
| Tucker Asset Management LLC | 3,833 | $384.2K | 0.08% | −775−16.8% | Reduced |
| Atlas Private Wealth Advisors | 3,836 | $384.5K | 0.06% | +3,836 | New |
| AlphaCore Capital LLC | 3,852 | $386.0K | 0.09% | +43+1.1% | Added |
| Almanack Investment Partners, LLC. | 3,852 | $386.1K | 0.07% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 3,852 | $386.1K | 0.11% | +213+5.9% | Added |
| Accel Wealth Management | 3,858 | $386.7K | 0.15% | +165+4.5% | Added |
| Transform Wealth, LLC | 3,861 | $387.0K | 0.03% | −228−5.6% | Reduced |
| FLC Capital Advisors | 3,869 | $387.8K | 0.10% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,877 | $388.2K | 0.02% | +3,877 | New |
| Keel Point, LLC | 3,414 | $388.2K | 0.04% | +1,185+53.2% | Added |
| Avestar Capital, LLC | 3,877 | $388.6K | 0.04% | +490+14.5% | Added |
| JB Capital LLC | 3,881 | $388.9K | 0.02% | +181+4.9% | Added |
| David Loasby | 3,784 | $389.1K | 0.04% | +41+1.1% | Added |
| Americana Partners, LLC | 3,885 | $389.4K | 0.03% | +3+0.1% | Added |
| Sunbelt Securities, Inc. | 3,890 | $389.9K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,896 | $390.5K | 0.01% | +3,896 | New |
| Moody National Bank Trust Division | 3,915 | $392.4K | 0.03% | −40−1.0% | Reduced |
| Horan Securities, Inc. | 3,924 | $393.3K | 0.17% | −82−2.0% | Reduced |
| Cypress Wealth Services, LLC | 3,941 | $395.0K | 0.09% | +29+0.7% | Added |
| Objectivity Squared, LLC | 3,712 | $395.5K | 0.30% | +2+0.1% | Added |
| LVM Capital Management Ltd | 3,955 | $396.0K | 0.05% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 3,949 | $398.7K | 0.02% | −289−6.8% | Reduced |
| CWS Financial Advisors, LLC | 3,979 | $398.8K | 0.16% | +10.0% | Added |
| Davis R M Inc | 3,980 | $399.0K | 0.01% | −78−1.9% | Reduced |
| Walter Public Investments Inc. | 4,000 | $400.9K | 0.08% | 00.0% | Unchanged |
| Fulcrum Equity Management | 4,001 | $401.1K | 0.36% | +421+11.8% | Added |
| Searle & Co. | 4,019 | $402.8K | 0.09% | +1,101+37.7% | Added |
| Marotta Asset Management | 4,058 | $403.2K | 0.08% | +4,058 | New |
| Flagship Harbor Advisors, LLC | 4,026 | $403.5K | 0.02% | +15+0.4% | Added |
| NCM Capital Management, LLC | 4,029 | $403.8K | 0.21% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4,044 | $405.3K | 0.06% | +113+2.9% | Added |
| Kiely Wealth Advisory Group, Inc. | 3,593 | $405.4K | 0.22% | +8+0.2% | Added |
| Westmount Partners, LLC | 4,084 | $405.8K | 0.13% | +49+1.2% | Added |
| Marathon Strategic Advisors, LLC | 4,050 | $406.0K | 0.47% | +4,050 | New |
| Arbor Investment Advisors, LLC | 4,055 | $406.4K | 0.06% | −6,772−62.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,084 | $409.3K | 0.09% | −496−10.8% | Reduced |
| Zacks Investment Management | 4,097 | $410.7K | 0.00% | +1,575+62.5% | Added |
| New Republic Capital, LLC | 4,098 | $410.7K | 0.21% | +632+18.2% | Added |
| Joel Isaacson & Co., LLC | 4,119 | $412.8K | 0.02% | +189+4.8% | Added |
| ASB Consultores, LLC | 4,124 | $413.3K | 0.15% | −368−8.2% | Reduced |
| Symmetry Partners, LLC | 4,126 | $414.0K | 0.02% | −655−13.7% | Reduced |
| Knollwood Investment Advisory, LLC | 4,142 | $415.2K | 0.05% | +4,142 | New |
| CMG Global Holdings, LLC | 4,148 | $415.8K | 0.27% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 4,156 | $416.6K | 0.25% | +169+4.2% | Added |
| White Lighthouse Investment Management Inc. | 4,161 | $417.1K | 0.08% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 4,161 | $417.1K | 0.13% | +9+0.2% | Added |
| Blackston Financial Advisory Group, LLC | 4,161 | $417.1K | 0.23% | +4,161 | New |
| Verum Partners LLC | 4,162 | $417.1K | 0.13% | +176+4.4% | Added |
| Birchcreek Wealth Management, LLC | 4,163 | $417.3K | 0.23% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 4,178 | $418.8K | 0.37% | 00.0% | Unchanged |
| World Equity Group, Inc. | 4,180 | $418.9K | 0.13% | −242−5.5% | Reduced |
| Fairfield, Bush & Co. | 4,192 | $420.2K | 0.25% | +450+12.0% | Added |
| Nations Financial Group Inc, | 4,194 | $420.4K | 0.03% | +24+0.6% | Added |
| Hancock Whitney Corp | 4,205 | $421.5K | 0.01% | −156−3.6% | Reduced |
| Bray Capital Advisors | 4,205 | $421.5K | 0.11% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 4,216 | $422.6K | 0.09% | +4,216 | New |
| Balboa Wealth Partners | 4,224 | $423.4K | 0.11% | +437+11.5% | Added |
| Aspen Grove Capital, LLC | 4,233 | $424.3K | 0.10% | 00.0% | Unchanged |
| One Capital Management, LLC | 4,249 | $425.9K | 0.01% | +4,249 | New |
| Mayfair Advisory Group, LLC | 4,044 | $426.2K | 0.29% | +145+3.7% | Added |
| Princeton Capital Management LLC | 4,263 | $427.2K | 0.14% | −670−13.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 4,263 | $427.3K | 0.03% | −439−9.3% | Reduced |
| Clarius Group, LLC | 4,280 | $429.0K | 0.03% | +10+0.2% | Added |
| Garner Asset Management Corp | 4,284 | $429.0K | 0.21% | +203+5.0% | Added |
| Private Capital Management, LLC | 4,284 | $429.3K | 0.05% | −7,184−62.6% | Reduced |
| Blue Fin Capital, Inc. | 4,301 | $431.1K | 0.09% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,308 | $431.8K | 0.01% | +637+17.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 4,312 | $432.3K | 0.05% | −168−3.8% | Reduced |
| Accurate Wealth Management, LLC | 4,114 | $433.3K | 0.10% | −286−6.5% | Reduced |