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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 83,833 | $8.40M | 0.02% | −17,108−16.9% | Reduced |
| Rafferty Asset Management, LLC | 83,720 | $8.39M | 0.03% | −5,004−5.6% | Reduced |
| FineMark National Bank & Trust | 83,698 | $8.39M | 0.31% | +35,753+74.6% | Added |
| Loomis Sayles & Co L P | 83,491 | $8.37M | 0.01% | +19,424+30.3% | Added |
| Snowden Capital Advisors LLC | 82,447 | $8.26M | 0.25% | +386+0.5% | Added |
| Laurel Wealth Advisors LLC | 82,242 | $8.24M | 1.44% | −3,734−4.3% | Reduced |
| Savant Capital, LLC | 82,131 | $8.23M | 0.08% | +793+1.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 81,921 | $8.21M | 0.28% | −2,810−3.3% | Reduced |
| Anchor Investment Management, LLC | 80,000 | $8.02M | 0.83% | −338−0.4% | Reduced |
| Romano Brothers and Company | 79,480 | $7.97M | 1.10% | −4,523−5.4% | Reduced |
| Meyer Handelman Co | 79,150 | $7.93M | 0.28% | −18,057−18.6% | Reduced |
| Philadelphia Trust Co | 77,631 | $7.78M | 0.60% | +1,066+1.4% | Added |
| Pacer Advisors, Inc. | 77,117 | $7.73M | 0.02% | −3,063−3.8% | Reduced |
| Chartwell Investment Partners, LLC | 76,257 | $7.64M | 0.27% | +1,127+1.5% | Added |
| Capital Investment Advisory Services, LLC | 76,102 | $7.63M | 0.79% | −1,153−1.5% | Reduced |
| Camden National Bank | 75,617 | $7.58M | 1.17% | +11,319+17.6% | Added |
| National Asset Management, Inc. | 75,602 | $7.58M | 0.19% | −8,469−10.1% | Reduced |
| Capital Fund Management S.A. | 75,432 | $7.56M | 0.09% | −150,227−66.6% | Reduced |
| New England Asset Management Inc | 75,215 | $7.54M | 1.25% | −1,310−1.7% | Reduced |
| Private Advisor Group, LLC | 75,097 | $7.53M | 0.05% | +2,052+2.8% | Added |
| Wealthfront Advisers LLC | 74,593 | $7.48M | 0.03% | +10,560+16.5% | Added |
| Morgan Dempsey Capital Management LLC | 72,413 | $7.26M | 2.42% | −1,765−2.4% | Reduced |
| JustInvest LLC | 72,928 | $7.02M | 0.13% | +15,719+27.5% | Added |
| Windward Capital Management Co | 69,338 | $6.95M | 0.58% | −687−1.0% | Reduced |
| Alaska Permanent Fund Corp | 63,385 | $6.93M | 0.10% | +526+0.8% | Added |
| Lowe Brockenbrough & Co Inc | 69,013 | $6.92M | 0.46% | +3,598+5.5% | Added |
| Insight Folios Inc | 68,846 | $6.90M | 2.83% | +617+0.9% | Added |
| BCM Advisors, LLC | 60,592 | $6.82M | 1.62% | +64+0.1% | Added |
| Canal Capital Management, LLC | 67,765 | $6.79M | 1.16% | +616+0.9% | Added |
| Atria Investments LLC | 67,723 | $6.79M | 0.09% | −4,166−5.8% | Reduced |
| Wasatch Advisors Inc | 67,200 | $6.74M | 0.04% | −5,500−7.6% | Reduced |
| Principal Street Partners, LLC | 67,116 | $6.73M | 1.20% | −42−0.1% | Reduced |
| Strategic Wealth Designers | 67,560 | $6.71M | 0.85% | +67,560 | New |
| Kestra Private Wealth Services, LLC | 66,565 | $6.67M | 0.13% | +7,288+12.3% | Added |
| NewSquare Capital LLC | 67,301 | $6.65M | 0.57% | +1,821+2.8% | Added |
| Strategic Advisors LLC | 66,334 | $6.65M | 1.29% | +60.0% | Added |
| Cincinnati Casualty Co | 66,300 | $6.65M | 3.64% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 66,253 | $6.64M | 0.13% | +310+0.5% | Added |
| Patten & Patten Inc | 65,957 | $6.61M | 0.46% | −1,474−2.2% | Reduced |
| South State Corp. | 65,513 | $6.57M | 0.48% | −1,474−2.2% | Reduced |
| Gulf International Bank (UK) Ltd | 65,048 | $6.52M | 0.16% | −293−0.4% | Reduced |
| Matrix Asset Advisors Inc | 64,933 | $6.51M | 0.78% | −297−0.5% | Reduced |
| HB Wealth Management, LLC | 64,521 | $6.47M | 0.08% | +625+1.0% | Added |
| Welch & Forbes LLC | 64,071 | $6.46M | 0.09% | −220−0.3% | Reduced |
| Wesbanco Bank Inc | 64,453 | $6.46M | 0.24% | +871+1.4% | Added |
| Pinnacle Financial Partners Inc | 64,149 | $6.40M | 0.14% | +17,284+36.9% | Added |
| HRT Financial LP | 63,863 | $6.40M | 0.04% | +63,863 | New |
| GLOBALT Investments LLC | 63,724 | $6.39M | 0.26% | −858−1.3% | Reduced |
| First PREMIER Bank | 62,816 | $6.30M | 1.68% | −1,266−2.0% | Reduced |
| Kessler Investment Group, LLC | 62,593 | $6.27M | 3.39% | +1,160+1.9% | Added |
| Farmers & Merchants Investments Inc | 62,336 | $6.25M | 0.21% | −2,504−3.9% | Reduced |
| Washington Trust Bank | 62,277 | $6.24M | 0.62% | +1,307+2.1% | Added |
| Steward Partners Investment Advisory, LLC | 61,904 | $6.20M | 0.07% | +2,697+4.6% | Added |
| Walleye Capital LLC | 60,457 | $6.06M | 0.06% | +39,525+188.8% | Added |
| Maryland State Retirement & Pension System | 60,008 | $6.01M | 0.11% | 00.0% | Unchanged |
| Millennium Management LLC | 59,816 | $6.00M | 0.00% | −55,165−48.0% | Reduced |
| Prospera Financial Services Inc | 59,777 | $5.99M | 0.17% | −1,525−2.5% | Reduced |
| Mizuho Securities USA LLC | 59,508 | $5.96M | 0.13% | +59,508 | New |
| Capital Investment Advisors, LLC | 59,415 | $5.96M | 0.13% | +433+0.7% | Added |
| TD Private Client Wealth LLC | 59,258 | $5.94M | 0.19% | +603+1.0% | Added |
| Pathway Financial Advisers, LLC | 58,575 | $5.86M | 2.10% | +488+0.8% | Added |
| Kentucky Retirement Systems | 58,158 | $5.83M | 0.17% | −394−0.7% | Reduced |
| KMG Fiduciary Partners, LLC | 57,703 | $5.78M | 0.57% | +2,140+3.9% | Added |
| Commerzbank Aktiengesellschaft | 57,560 | $5.77M | 0.19% | +1,209+2.1% | Added |
| ProVise Management Group, LLC | 57,158 | $5.73M | 0.49% | +67+0.1% | Added |
| Warren Averett Asset Management, LLC | 56,579 | $5.67M | 0.11% | +20,065+55.0% | Added |
| Prudential PLC | 56,107 | $5.62M | 0.04% | −140−0.2% | Reduced |
| Founders Financial Alliance, LLC | 56,025 | $5.62M | 1.67% | +1,891+3.5% | Added |
| MBB Public Markets I LLC | 55,895 | $5.60M | 0.12% | +55,895 | New |
| Alley Investment Management Company, LLC | 55,705 | $5.58M | 0.76% | +516+0.9% | Added |
| Sigma Planning Corp | 55,487 | $5.56M | 0.18% | +2,393+4.5% | Added |
| Brown Advisory Inc | 55,317 | $5.54M | 0.01% | +4,414+8.7% | Added |
| Advisory Services Network, LLC | 55,199 | $5.53M | 0.11% | −8,046−12.7% | Reduced |
| Churchill Management Corp | 54,932 | $5.51M | 0.06% | −868−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 54,307 | $5.44M | 0.07% | +5,793+11.9% | Added |
| Estabrook Capital Management | 53,735 | $5.39M | 0.83% | −430−0.8% | Reduced |
| KBC Group NV | 53,696 | $5.38M | 0.02% | +6,091+12.8% | Added |
| Farmers Trust Co | 52,663 | $5.28M | 1.07% | −20,543−28.1% | Reduced |
| Panagora Asset Management Inc | 51,317 | $5.14M | 0.03% | −8,710−14.5% | Reduced |
| Moors & Cabot, Inc. | 51,044 | $5.12M | 0.27% | +897+1.8% | Added |
| Coldstream Capital Management Inc | 50,949 | $5.11M | 0.12% | −677−1.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 50,833 | $5.10M | 0.22% | +36,954+266.3% | Added |
| Chicago Partners Investment Group LLC | 46,230 | $5.08M | 0.20% | +338+0.7% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 50,427 | $5.05M | 0.44% | −2,482−4.7% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 50,284 | $5.04M | 3.32% | −175−0.3% | Reduced |
| Central Trust Co | 50,208 | $5.03M | 0.12% | −1,055−2.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 49,539 | $4.97M | 0.52% | +259+0.5% | Added |
| Family Legacy, Inc. | 49,397 | $4.95M | 1.77% | −241−0.5% | Reduced |
| Covington Investment Advisors Inc. | 49,348 | $4.95M | 0.79% | −2,406−4.6% | Reduced |
| Hartford Investment Management Co | 49,339 | $4.95M | 0.17% | −393−0.8% | Reduced |
| Tufton Capital Management | 49,331 | $4.94M | 0.96% | −128−0.3% | Reduced |
| Colonial Trust Co | 48,780 | $4.89M | 0.86% | −1,086−2.2% | Reduced |
| Ieq Capital, LLC | 48,588 | $4.87M | 0.07% | +3,713+8.3% | Added |
| Beacon Pointe Advisors, LLC | 48,526 | $4.86M | 0.06% | −7,964−14.1% | Reduced |
| Money Concepts Capital Corp | 48,420 | $4.85M | 0.41% | +73+0.2% | Added |
| Beacon Financial Group | 48,325 | $4.84M | 0.55% | −1,951−3.9% | Reduced |
| Cresset Asset Management, LLC | 48,308 | $4.84M | 0.02% | +12,931+36.6% | Added |
| Wolverine Asset Management LLC | 48,268 | $4.84M | 0.09% | +48,268 | New |
| Fayez Sarofim & Co | 48,179 | $4.83M | 0.01% | +2,885+6.4% | Added |
| Metis Global Partners, LLC | 47,889 | $4.80M | 0.16% | +2,539+5.6% | Added |