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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 179,002 | $17.9M | 0.06% | +213+0.1% | Added |
| Bokf, NA | 175,550 | $17.6M | 0.32% | −26,364−13.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 173,347 | $17.4M | 0.58% | +1,482+0.9% | Added |
| Hyman Charles D | 170,889 | $17.1M | 0.95% | −1,446−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 170,722 | $17.1M | 0.05% | −27,290−13.8% | Reduced |
| Retirement Systems of Alabama | 170,244 | $17.1M | 0.07% | +730.0% | Added |
| Clarity Financial LLC | 168,818 | $16.9M | 2.55% | −69,014−29.0% | Reduced |
| Woodmont Investment Counsel LLC | 166,223 | $16.7M | 1.36% | +5,124+3.2% | Added |
| Marshall Wace, LLP | 165,600 | $16.6M | 0.02% | −919,024−84.7% | Reduced |
| Financial Counselors Inc | 164,725 | $16.5M | 0.27% | +464+0.3% | Added |
| Tocqueville Asset Management L.P. | 160,760 | $16.1M | 0.27% | −1,151−0.7% | Reduced |
| Brinker Capital Investments, LLC | 159,795 | $16.0M | 0.17% | +1,698+1.1% | Added |
| Orion Portfolio Solutions, LLC | 159,795 | $16.0M | 0.17% | +1,698+1.1% | Added |
| Qube Research & Technologies Ltd | 156,646 | $15.7M | 0.03% | −137,474−46.7% | Reduced |
| Amalgamated Bank | 155,894 | $15.6M | 0.13% | −3,005−1.9% | Reduced |
| Gratus Capital LLC | 153,871 | $15.4M | 0.62% | +4,067+2.7% | Added |
| Synovus Financial Corp | 153,346 | $15.4M | 0.20% | −1,444−0.9% | Reduced |
| Edgar Lomax Co | 150,571 | $15.1M | 0.98% | −2,520−1.6% | Reduced |
| Canal Insurance CO | 150,166 | $15.1M | 3.98% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 147,761 | $14.8M | 0.09% | +55,453+60.1% | Added |
| Robeco Institutional Asset Management B.V. | 147,408 | $14.8M | 0.03% | +13,614+10.2% | Added |
| Czech National Bank | 147,067 | $14.7M | 0.17% | +11,409+8.4% | Added |
| Nissay Asset Management Corp | 146,548 | $14.7M | 0.10% | +2,376+1.6% | Added |
| Teachers Retirement System of the State of Kentucky | 146,490 | $14.7M | 0.13% | −9,195−5.9% | Reduced |
| Wedge Capital Management L L P | 138,889 | $13.9M | 0.25% | +3,828+2.8% | Added |
| GWM Advisors LLC | 138,290 | $13.9M | 0.10% | +10,106+7.9% | Added |
| Tower Research Capital LLC (TRC) | 137,721 | $13.8M | 0.23% | +117,193+570.9% | Added |
| Greenland Capital Management LP | 137,640 | $13.8M | 2.94% | +27,640+25.1% | Added |
| Tiaa Trust, National Association | 137,496 | $13.8M | 0.04% | +98,846+255.7% | Added |
| Northwestern Mutual Wealth Management Co | 135,637 | $13.6M | 0.01% | +3,115+2.4% | Added |
| South Dakota Investment Council | 135,586 | $13.6M | 0.28% | −926−0.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 135,476 | $13.6M | 1.76% | +4,145+3.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 134,967 | $13.5M | 1.04% | −3,359−2.4% | Reduced |
| Voloridge Investment Management, LLC | 132,927 | $13.3M | 0.05% | +132,927 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 132,612 | $13.3M | 0.03% | +10,159+8.3% | Added |
| Public Sector Pension Investment Board | 130,902 | $13.1M | 0.08% | +43,475+49.7% | Added |
| Colonial Trust Advisors | 130,137 | $13.0M | 1.25% | −1,761−1.3% | Reduced |
| Jupiter Asset Management Ltd | 129,528 | $13.0M | 0.12% | +115,088+797.0% | Added |
| Lockheed Martin Investment Management Co | 129,270 | $13.0M | 0.75% | −1,630−1.2% | Reduced |
| Vestcor Inc | 129,093 | $12.9M | 0.44% | +15,926+14.1% | Added |
| Guardian Capital Advisors LP | 125,151 | $12.9M | 1.37% | +2,268+1.8% | Added |
| Beck Mack & Oliver LLC | 127,999 | $12.8M | 0.27% | −3,000−2.3% | Reduced |
| Sanctuary Advisors, LLC | 130,474 | $12.7M | 0.09% | +130,474 | New |
| Utah Retirement Systems | 127,086 | $12.7M | 0.15% | −6,600−4.9% | Reduced |
| Mercer Global Advisors Inc | 155,300 | $12.3M | 0.03% | +4,087+2.7% | Added |
| Brookstone Capital Management | 114,527 | $12.3M | 0.20% | −4,806−4.0% | Reduced |
| Yousif Capital Management, LLC | 120,944 | $12.1M | 0.14% | −1,123−0.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 119,646 | $12.0M | 0.01% | +116,625+3,860.5% | Added |
| Hennessy Advisors Inc | 118,687 | $11.9M | 0.45% | +9,200+8.4% | Added |
| River Road Asset Management, LLC | 117,146 | $11.7M | 0.17% | +13,914+13.5% | Added |
| Independent Advisor Alliance | 116,774 | $11.7M | 0.40% | −5,934−4.8% | Reduced |
| QRG Capital Management, Inc. | 114,439 | $11.5M | 0.14% | +5,021+4.6% | Added |
| TownSquare Capital, LLC | 113,988 | $11.4M | 0.16% | +8,224+7.8% | Added |
| ProShare Advisors LLC | 112,051 | $11.2M | 0.03% | +10,162+10.0% | Added |
| Willis Investment Counsel | 111,260 | $11.2M | 0.77% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 110,290 | $11.1M | 0.14% | −101,564−47.9% | Reduced |
| Illinois Municipal Retirement Fund | 109,827 | $11.0M | 0.17% | −53,250−32.7% | Reduced |
| Stonebridge Capital Advisors LLC | 108,904 | $10.9M | 0.96% | +5,593+5.4% | Added |
| Ilmarinen Mutual Pension Insurance Co | 108,500 | $10.9M | 0.13% | −14,500−11.8% | Reduced |
| Bogart Wealth, LLC | 107,618 | $10.8M | 0.55% | −5,353−4.7% | Reduced |
| Public Employees Retirement Association of Colorado | 105,956 | $10.6M | 0.04% | −1,941−1.8% | Reduced |
| New York Life Investment Management LLC | 105,921 | $10.6M | 0.11% | +660+0.6% | Added |
| Swiss Life Asset Management Ltd | 105,716 | $10.6M | 0.12% | +17,454+19.8% | Added |
| Xponance, Inc. | 104,087 | $10.4M | 0.11% | −592−0.6% | Reduced |
| Eagle Asset Management Inc | 102,394 | $10.2M | 0.05% | −2,793−2.7% | Reduced |
| Janney Capital Management LLC | 101,105 | $10.1M | 0.72% | −2,818−2.7% | Reduced |
| Aventail Capital Group, LP | 99,562 | $9.98M | 0.70% | −4,069−3.9% | Reduced |
| CIBC World Markets Corp | 99,470 | $9.97M | 0.07% | +22,144+28.6% | Added |
| Los Angeles Capital Management LLC | 98,136 | $9.84M | 0.04% | +81,825+501.7% | Added |
| Avantax Advisory Services, Inc. | 97,824 | $9.80M | 0.07% | +30,348+45.0% | Added |
| Cinctive Capital Management LP | 97,635 | $9.79M | 0.53% | +97,635 | New |
| Mutual of America Capital Management LLC | 97,325 | $9.75M | 0.11% | −3,760−3.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 96,741 | $9.70M | 0.11% | +4,141+4.5% | Added |
| Boyer & Corporon Wealth Management, LLC | 96,562 | $9.68M | 3.48% | −21,315−18.1% | Reduced |
| Janus Henderson Group PLC | 95,436 | $9.57M | 0.01% | −13,383−12.3% | Reduced |
| Zions Bancorporation, N.A. | 93,212 | $9.34M | 0.75% | −2,491−2.6% | Reduced |
| Exchange Traded Concepts, LLC | 93,158 | $9.34M | 0.24% | −2,722−2.8% | Reduced |
| Raymond James Trust N.A. | 93,131 | $9.33M | 0.22% | +5,717+6.5% | Added |
| O'Shaughnessy Asset Management, LLC | 92,983 | $9.32M | 0.10% | +23,012+32.9% | Added |
| Oppenheimer & Co Inc | 92,777 | $9.30M | 0.15% | +5,841+6.7% | Added |
| Atria Wealth Solutions, Inc. | 92,425 | $9.26M | 0.10% | +955+1.0% | Added |
| Blair William & Co | 92,314 | $9.25M | 0.03% | +2,289+2.5% | Added |
| Aptus Capital Advisors, LLC | 91,805 | $9.20M | 0.17% | +17,146+23.0% | Added |
| Keybank National Association | 91,664 | $9.19M | 0.04% | +18,875+25.9% | Added |
| Oak Harvest Investment Services | 91,537 | $9.17M | 1.45% | +2,725+3.1% | Added |
| Agf Management Ltd | 91,269 | $9.15M | 0.05% | +3,388+3.9% | Added |
| CIBC World Markets Inc. | 91,135 | $9.13M | 0.02% | +858+1.0% | Added |
| FIL Ltd | 89,764 | $9.00M | 0.01% | +89,764 | New |
| Glenmede Trust Co NA | 89,357 | $8.96M | 0.05% | +27,839+45.3% | Added |
| Dean Investment Associates, LLC | 88,766 | $8.90M | 1.26% | −3,930−4.2% | Reduced |
| Bell Bank | 87,496 | $8.77M | 0.74% | −1,710−1.9% | Reduced |
| Linscomb & Williams, Inc. | 87,027 | $8.72M | 0.45% | +880+1.0% | Added |
| Azimuth Capital Investment Management LLC | 86,528 | $8.67M | 0.35% | +1,538+1.8% | Added |
| Biondo Investment Advisors, LLC | 84,838 | $8.50M | 1.26% | +2,951+3.6% | Added |
| Pathstone Holdings, LLC | 84,700 | $8.49M | 0.04% | +8,083+10.5% | Added |
| Advocate Group LLC | 84,117 | $8.43M | 1.70% | +1,731+2.1% | Added |
| Tompkins Financial Corp | 84,042 | $8.42M | 0.88% | −787−0.9% | Reduced |
| Daiwa Securities Group Inc. | 83,967 | $8.42M | 0.04% | +7,658+10.0% | Added |
| State of Alaska, Department of Revenue | 83,915 | $8.41M | 0.09% | +290+0.3% | Added |
| First Citizens Bank & Trust Co | 83,846 | $8.40M | 0.16% | +4,666+5.9% | Added |