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 |
|---|---|---|---|---|---|
| TFG Advisers LLC | 4,326 | $433.6K | 0.17% | +539+14.2% | Added |
| Centennial Bank | 4,333 | $434.3K | 0.21% | −20.0% | Reduced |
| Rollins Financial Advisors, LLC | 4,337 | $434.7K | 0.07% | −417−8.8% | Reduced |
| Argus Investors' Counsel, Inc. | 4,338 | $434.8K | 0.27% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 4,352 | $436.2K | 0.10% | +230+5.6% | Added |
| Cedrus LLC | 4,362 | $437.3K | 0.22% | +79+1.8% | Added |
| Ferguson Wellman Capital Management, Inc | 4,386 | $439.6K | 0.01% | +948+27.6% | Added |
| Beese Fulmer Investment Management, Inc. | 4,398 | $440.8K | 0.04% | −15−0.3% | Reduced |
| Guardian Investment Management | 4,399 | $440.9K | 0.32% | −1,050−19.3% | Reduced |
| ERTS Wealth Advisors, LLC | 4,406 | $441.6K | 0.09% | −72−1.6% | Reduced |
| Revisor Wealth Management LLC | 4,409 | $441.9K | 0.31% | −1,437−24.6% | Reduced |
| Cordatus Wealth Management LLC | 4,430 | $444.0K | 0.17% | +55+1.3% | Added |
| Pinnacle West Asset Management, Inc. | 4,425 | $444.0K | 0.35% | +90+2.1% | Added |
| SignalPoint Asset Management, LLC | 4,431 | $444.1K | 0.12% | −14−0.3% | Reduced |
| Trueblood Wealth Management, LLC | 4,439 | $444.9K | 0.25% | −76−1.7% | Reduced |
| McDonough Capital Management, Inc | 4,450 | $446.0K | 0.32% | +106+2.4% | Added |
| Fox Run Management, L.L.C. | 4,454 | $446.4K | 0.08% | +4,454 | New |
| TBH Global Asset Management, LLC | 4,455 | $446.5K | 0.10% | −1,727−27.9% | Reduced |
| Invesco, LLC | 4,457 | $446.7K | 0.19% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 4,471 | $448.1K | 0.32% | +130+3.0% | Added |
| Hummer Financial Advisory Services Inc | 4,474 | $448.4K | 0.39% | −133−2.9% | Reduced |
| MBA Advisors LLC | 4,483 | $449.3K | 0.23% | +9+0.2% | Added |
| 3Chopt Investment Partners, LLC | 4,493 | $450.3K | 0.14% | +4,493 | New |
| Hodges Capital Management Inc. | 4,498 | $450.9K | 0.03% | −100−2.2% | Reduced |
| Campion Asset Management LLC | 4,500 | $451.0K | 0.35% | −40−0.9% | Reduced |
| Tiemann Investment Advisors, LLC | 4,523 | $453.3K | 0.20% | −20−0.4% | Reduced |
| Salomon & Ludwin, LLC | 4,535 | $454.5K | 0.05% | −1,707−27.3% | Reduced |
| Flputnam Investment Management Co | 4,558 | $456.9K | 0.01% | +489+12.0% | Added |
| O'Rourke & Company, Inc | 4,587 | $460.0K | 0.26% | +114+2.5% | Added |
| Prairie Sky Financial Group LLC | 4,596 | $460.7K | 0.29% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 4,599 | $461.0K | 0.07% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,612 | $462.3K | 0.01% | −30−0.6% | Reduced |
| Lantern Wealth Advisors, LLC | 4,622 | $463.3K | 0.34% | +7+0.2% | Added |
| Adirondack Trust Co | 4,627 | $463.7K | 0.19% | −68−1.4% | Reduced |
| United Bank | 4,637 | $464.8K | 0.23% | −130−2.7% | Reduced |
| Concord Asset Management, LLC | 4,643 | $465.3K | 0.12% | −289−5.9% | Reduced |
| Gryphon Financial Partners LLC | 4,666 | $467.6K | 0.07% | +683+17.1% | Added |
| Wrapmanager Inc | 4,666 | $467.7K | 0.13% | −775−14.2% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,678 | $468.8K | 0.03% | +10+0.2% | Added |
| Novak & Powell Financial Services, Inc. | 4,707 | $471.8K | 0.29% | −99−2.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,745 | $475.6K | 0.01% | −1,045−18.0% | Reduced |
| MEMBERS Trust Co | 4,753 | $476.4K | 0.01% | −256−5.1% | Reduced |
| Traphagen Investment Advisors LLC | 4,754 | $476.5K | 0.05% | +182+4.0% | Added |
| Fulton Breakefield Broenniman LLC | 4,758 | $476.8K | 0.04% | −32−0.7% | Reduced |
| Flaharty Asset Management, LLC | 4,758 | $476.9K | 0.07% | −335−6.6% | Reduced |
| Edge Financial Advisors LLC | 4,765 | $477.5K | 0.49% | −20.0% | Reduced |
| OmniStar Financial Group, Inc. | 4,775 | $478.6K | 0.43% | −245−4.9% | Reduced |
| Horizon Investment Services, LLC | 4,786 | $479.7K | 0.23% | −29−0.6% | Reduced |
| Eagle Strategies LLC | 4,795 | $480.6K | 0.09% | −1,147−19.3% | Reduced |
| PBMares Wealth Management LLC | 4,800 | $481.1K | 0.12% | 00.0% | Unchanged |
| Syon Capital LLC | 4,801 | $481.2K | 0.04% | +209+4.6% | Added |
| Graypoint LLC | 4,809 | $482.0K | 0.03% | +506+11.8% | Added |
| Wolff Financial Management LLC | 4,810 | $482.0K | 0.36% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 4,812 | $482.3K | 0.12% | −25−0.5% | Reduced |
| Roundview Capital LLC | 4,821 | $483.2K | 0.04% | +37+0.8% | Added |
| AdvisorNet Financial, Inc | 4,822 | $483.3K | 0.04% | +1,123+30.4% | Added |
| CSS LLC | 4,826 | $483.7K | 0.04% | +4,826 | New |
| Roberts Glore & Co Inc | 4,843 | $485.4K | 0.15% | 00.0% | Unchanged |
| Spinnaker Trust | 4,850 | $486.1K | 0.03% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,880 | $489.1K | 0.04% | −17,625−78.3% | Reduced |
| Walker Asset Management, LLC | 4,904 | $491.5K | 0.33% | +39+0.8% | Added |
| Financial Security Advisor, Inc. | 4,909 | $492.1K | 0.16% | +67+1.4% | Added |
| Patton Albertson Miller Group, LLC | 4,914 | $492.5K | 0.07% | −130−2.6% | Reduced |
| Charter Trust Co | 4,926 | $493.7K | 0.03% | +419+9.3% | Added |
| HHM Wealth Advisors, LLC | 4,935 | $494.6K | 0.07% | +2,065+72.0% | Added |
| First Financial Bank - Trust Division | 4,955 | $496.6K | 0.05% | −1,234−19.9% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,962 | $497.3K | 0.05% | +913+22.5% | Added |
| Stanley-Laman Group, Ltd. | 6,150 | $498.2K | 0.07% | +1,097+21.7% | Added |
| Krane Funds Advisors LLC | 4,979 | $499.0K | 0.02% | −137−2.7% | Reduced |
| AA Financial Advisors, LLC | 4,980 | $499.1K | 0.18% | +703+16.4% | Added |
| PrairieView Partners, LLC | 5,000 | $501.0K | 0.06% | +5,000 | New |
| Two Sigma Securities, LLC | 5,004 | $501.6K | 0.02% | −6,906−58.0% | Reduced |
| Northstar Advisory Group, LLC | 5,019 | $503.0K | 0.29% | +2,654+112.2% | Added |
| Wilkins Investment Counsel Inc | 5,025 | $503.7K | 0.08% | −120−2.3% | Reduced |
| Kingfisher Capital LLC | 5,033 | $504.0K | 0.12% | +8+0.2% | Added |
| Asset Advisors Investment Management, LLC | 5,044 | $505.6K | 0.06% | +5,044 | New |
| Carmichael Hill & Associates, Inc. | 5,047 | $505.9K | 0.21% | +8+0.2% | Added |
| Conning Inc. | 5,050 | $506.2K | 0.02% | +282+5.9% | Added |
| Aspen Investment Management Inc | 5,061 | $507.0K | 0.25% | −175−3.3% | Reduced |
| Hendershot Investments Inc. | 5,060 | $507.1K | 0.07% | +74+1.5% | Added |
| Gray Wealth Management Inc. | 5,068 | $507.9K | 0.22% | +292+6.1% | Added |
| Bill Few Associates, Inc. | 5,075 | $508.7K | 0.20% | −6−0.1% | Reduced |
| Finivi Inc. | 5,082 | $509.3K | 0.42% | +5,082 | New |
| Octavia Wealth Advisors, LLC | 5,115 | $512.7K | 0.07% | +1,012+24.7% | Added |
| Garrett Wealth Advisory Group, LLC | 5,120 | $513.1K | 0.19% | +52+1.0% | Added |
| Wendell David Associates Inc | 5,139 | $515.0K | 0.05% | 00.0% | Unchanged |
| XML Financial, LLC | 5,162 | $517.4K | 0.05% | −1,171−18.5% | Reduced |
| Fidelity D & D Bancorp Inc | 5,166 | $517.8K | 0.39% | 00.0% | Unchanged |
| True Vision MN LLC | 5,169 | $518.1K | 0.34% | −7−0.1% | Reduced |
| CVA Family Office, LLC | 5,169 | $518.1K | 0.09% | +56+1.1% | Added |
| Hudock, Inc. | 5,170 | $518.2K | 0.10% | +389+8.1% | Added |
| Apexium Financial, LP | 5,175 | $518.7K | 0.04% | +43+0.8% | Added |
| Saxony Capital Management, LLC | 5,203 | $521.5K | 0.57% | +454+9.6% | Added |
| St. Louis Trust Co | 5,207 | $521.9K | 0.08% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 4,724 | $524.5K | 0.07% | +4,724 | New |
| Crestwood Advisors Group LLC | 5,244 | $525.6K | 0.01% | −460−8.1% | Reduced |
| GTS Securities LLC | 5,264 | $527.6K | 0.01% | +5,264 | New |
| Washington Capital Management Inc | 5,275 | $528.7K | 0.45% | −140−2.6% | Reduced |
| Silverlake Wealth Management LLC | 5,284 | $529.6K | 0.22% | +716+15.7% | Added |
| Centaurus Financial, Inc. | 5,302 | $531.0K | 0.04% | +106+2.0% | Added |