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 |
|---|---|---|---|---|---|
| Schroder Investment Management Group | 468,759 | $47.0M | 0.05% | +364,749+350.7% | Added |
| Epoch Investment Partners, Inc. | 468,000 | $46.9M | 0.21% | −17,596−3.6% | Reduced |
| Balyasny Asset Management LLC | 467,545 | $46.9M | 0.12% | +467,545 | New |
| Wealth Enhancement Advisory Services, LLC | 466,368 | $46.7M | 0.11% | +31,211+7.2% | Added |
| Brandywine Global Investment Management, LLC | 455,105 | $45.6M | 0.34% | +74,860+19.7% | Added |
| Reaves W H & Co Inc | 436,550 | $43.8M | 1.48% | −150,505−25.6% | Reduced |
| Cetera Investment Advisers | 435,200 | $43.6M | 0.10% | −21,621−4.7% | Reduced |
| Pinebridge Investments, L.P. | 428,209 | $42.9M | 0.35% | −2,579−0.6% | Reduced |
| Great West Life Assurance Co | 424,279 | $42.6M | 0.08% | +35,593+9.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 424,478 | $42.5M | 0.14% | −5,934−1.4% | Reduced |
| State of Wisconsin Investment Board | 421,354 | $42.2M | 0.11% | −2,391−0.6% | Reduced |
| Cbre Clarion Securities LLC | 413,668 | $41.5M | 0.76% | +42,867+11.6% | Added |
| Colony Group, LLC | 410,397 | $41.1M | 0.14% | +319,935+353.7% | Added |
| Vaughan David Investments LLC | 406,341 | $40.7M | 1.03% | +6,909+1.7% | Added |
| US Bancorp | 405,766 | $40.7M | 0.06% | −3,169−0.8% | Reduced |
| Toronto Dominion Bank | 402,982 | $40.4M | 0.06% | +130,272+47.8% | Added |
| Captrust Financial Advisors | 395,721 | $39.7M | 0.13% | +3,716+0.9% | Added |
| Royal London Asset Management Ltd | 391,181 | $39.2M | 0.10% | +4,770+1.2% | Added |
| WestEnd Advisors, LLC | 389,844 | $39.1M | 1.01% | +16,036+4.3% | Added |
| Pictet Asset Management Holding SA | 371,659 | $37.3M | 0.04% | −70,823−16.0% | Reduced |
| Duff & Phelps Investment Management Co | 367,245 | $36.8M | 0.47% | +115,187+45.7% | Added |
| Asset Management One Co.,Ltd. | 361,557 | $36.2M | 0.14% | −6,105−1.7% | Reduced |
| Morningstar Investment Services LLC | 359,521 | $36.2M | 0.39% | −6,070−1.7% | Reduced |
| Advisors Capital Management, LLC | 360,711 | $36.2M | 0.63% | +19,807+5.8% | Added |
| Crawford Investment Counsel Inc | 356,728 | $35.8M | 0.68% | −10,185−2.8% | Reduced |
| Advisor Group Holdings, Inc. | 352,052 | $35.3M | 0.08% | −54,421−13.4% | Reduced |
| Public Employees Retirement System of Ohio | 351,789 | $35.3M | 0.14% | −15,791−4.3% | Reduced |
| Two Sigma Investments, LP | 346,875 | $34.8M | 0.08% | −613,000−63.9% | Reduced |
| CI Private Wealth, LLC | 342,585 | $34.3M | 0.06% | +14,757+4.5% | Added |
| Energy Income Partners, LLC | 340,710 | $34.1M | 0.76% | +55,657+19.5% | Added |
| M&T Bank Corp | 340,555 | $34.1M | 0.12% | +27,588+8.8% | Added |
| Treasurer of the State of North Carolina | 335,942 | $33.7M | 0.14% | −8,643−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 335,297 | $33.6M | 0.05% | −20,314−5.7% | Reduced |
| Gabelli Funds LLC | 332,600 | $33.3M | 0.25% | −12,900−3.7% | Reduced |
| Magellan Asset Management Ltd | 328,705 | $32.9M | 0.31% | −1,148−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 324,816 | $32.6M | 0.14% | +57,538+21.5% | Added |
| Hudson Bay Capital Management LP | 323,992 | $32.5M | 0.24% | +323,992 | New |
| TD Asset Management Inc | 323,661 | $32.4M | 0.03% | −230−0.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 322,073 | $32.3M | 0.10% | +89,141+38.3% | Added |
| Resona Asset Management Co.,Ltd. | 318,866 | $32.0M | 0.19% | −13,580−4.1% | Reduced |
| Penserra Capital Management LLC | 318,765 | $31.9M | 0.40% | −324,785−50.5% | Reduced |
| Heritage Wealth Advisors | 313,276 | $31.4M | 1.42% | +308,654+6,677.9% | Added |
| Foundry Partners, LLC | 307,821 | $30.9M | 1.66% | +5,663+1.9% | Added |
| Mn Services Vermogensbeheer B.V. | 304,800 | $30.6M | 0.22% | −6,800−2.2% | Reduced |
| Comerica Bank | 304,098 | $30.5M | 0.13% | +19,160+6.7% | Added |
| State of Tennessee, Treasury Department | 302,030 | $30.3M | 0.11% | −14,730−4.7% | Reduced |
| Clark Capital Management Group, Inc. | 299,143 | $30.0M | 0.22% | +3,793+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 293,331 | $29.4M | 0.11% | +9,011+3.2% | Added |
| Fifth Third Bancorp | 291,723 | $29.2M | 0.11% | −8,660−2.9% | Reduced |
| State of New Jersey Common Pension Fund D | 290,634 | $29.1M | 0.13% | −155,552−34.9% | Reduced |
| Strategic Financial Concepts, LLC | 102,462 | $28.4M | 0.10% | +102,462 | New |
| Liberty One Investment Management, LLC | 278,801 | $27.9M | 3.15% | +10,173+3.8% | Added |
| Creative Planning | 278,497 | $27.9M | 0.03% | +24,888+9.8% | Added |
| CIBC Private Wealth Group, LLC | 277,309 | $27.9M | 0.05% | +2,321+0.8% | Added |
| MML Investors Services, LLC | 264,053 | $26.5M | 0.11% | −24,804−8.6% | Reduced |
| Nomura Asset Management Co Ltd | 258,844 | $25.9M | 0.09% | −5,938−2.2% | Reduced |
| Cerity Partners LLC | 257,627 | $25.8M | 0.07% | −12,112−4.5% | Reduced |
| IFM Investors Pty Ltd | 257,408 | $25.8M | 0.26% | −816−0.3% | Reduced |
| Guggenheim Capital LLC | 254,270 | $25.5M | 0.18% | +44,595+21.3% | Added |
| Commerce Bank | 254,148 | $25.5M | 0.17% | −3,107−1.2% | Reduced |
| Bollard Group LLC | 250,044 | $25.1M | 0.71% | +9,235+3.8% | Added |
| National Bank of Canada | 250,044 | $24.8M | 0.04% | +44,774+21.8% | Added |
| Fukoku Mutual Life Insurance Co | 246,356 | $24.7M | 1.90% | +2,430+1.0% | Added |
| STRS Ohio | 245,235 | $24.6M | 0.10% | −3,670−1.5% | Reduced |
| Teacher Retirement System of Texas | 242,949 | $24.4M | 0.14% | −31,422−11.5% | Reduced |
| Payden & Rygel Investment Group | 239,890 | $24.0M | 1.94% | +71,100+42.1% | Added |
| Payden & Rygel | 239,890 | $24.0M | 1.94% | +71,100+42.1% | Added |
| Forsta Ap-Fonden | 232,100 | $23.3M | 0.21% | +7,700+3.4% | Added |
| Sabal Trust CO | 230,729 | $23.1M | 1.38% | −620−0.3% | Reduced |
| Squarepoint Ops LLC | 230,480 | $23.1M | 0.09% | −103,737−31.0% | Reduced |
| Davenport & Co LLC | 228,678 | $22.9M | 0.15% | +3,969+1.8% | Added |
| Stephens Inc | 228,372 | $22.9M | 0.35% | +7,960+3.6% | Added |
| Deprince Race & Zollo Inc | 227,137 | $22.8M | 0.51% | −2,844−1.2% | Reduced |
| Arizona State Retirement System | 223,650 | $22.4M | 0.15% | +2,482+1.1% | Added |
| CIBC Asset Management Inc | 222,950 | $22.3M | 0.08% | −7,430−3.2% | Reduced |
| USS Investment Management Ltd | 221,856 | $22.2M | 0.18% | +3,045+1.4% | Added |
| Alps Advisors Inc | 216,081 | $21.7M | 0.15% | −22,471−9.4% | Reduced |
| D.A. Davidson & Co. | 216,020 | $21.7M | 0.19% | +12,992+6.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 214,742 | $21.5M | 0.05% | +214,742 | New |
| Kestra Advisory Services, LLC | 214,673 | $21.5M | 0.12% | +65,115+43.5% | Added |
| Thomasville National Bank | 214,635 | $21.5M | 1.72% | +4,133+2.0% | Added |
| State of Michigan Retirement System | 211,336 | $21.2M | 0.11% | +1000.0% | Added |
| Van Eck Associates Corp | 209,487 | $21.0M | 0.03% | +15,161+7.8% | Added |
| Standard Life Aberdeen plc | 208,978 | $20.9M | 0.04% | −109,606−34.4% | Reduced |
| MetLife Investment Management | 205,851 | $20.6M | 0.12% | +25,327+14.0% | Added |
| Bruce & Co., Inc. | 205,816 | $20.6M | 6.79% | +1,926+0.9% | Added |
| Susquehanna International Group, LLP | 205,472 | $20.6M | 0.04% | +8,820+4.5% | Added |
| Jones Financial Companies LLLP | 203,881 | $20.4M | 0.02% | +102,387+100.9% | Added |
| Godsey & Gibb Associates | 201,903 | $20.2M | 2.09% | +3,536+1.8% | Added |
| Peconic Partners LLC | 200,000 | $20.0M | 0.86% | +200,000 | New |
| Stack Financial Management, Inc | 198,418 | $19.9M | 1.84% | +244+0.1% | Added |
| SG Americas Securities, LLC | 196,879 | $19.7M | 0.12% | +89,300+83.0% | Added |
| Huntington National Bank | 196,329 | $19.7M | 0.15% | +4,209+2.2% | Added |
| Umb Bank N A | 195,303 | $19.6M | 0.32% | −6,318−3.1% | Reduced |
| Two Sigma Advisers, LP | 192,600 | $19.3M | 0.04% | −330,600−63.2% | Reduced |
| Corebridge Financial, Inc. | 191,261 | $19.2M | 0.11% | +191,261 | New |
| DekaBank Deutsche Girozentrale | 188,108 | $19.0M | 0.03% | −19,754−9.5% | Reduced |
| Oppenheimer Asset Management Inc. | 186,229 | $18.7M | 0.24% | +27,703+17.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 185,243 | $18.6M | 0.45% | +5,382+3.0% | Added |
| Calamos Advisors LLC | 181,002 | $18.1M | 0.09% | −6,607−3.5% | Reduced |