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 |
|---|---|---|---|---|---|
| Highland Capital Management, LLC | 47,787 | $4.79M | 0.28% | +2,434+5.4% | Added |
| Smith, Salley & Associates | 47,772 | $4.79M | 0.34% | −10,834−18.5% | Reduced |
| Park Avenue Securities LLC | 47,543 | $4.76M | 0.06% | −1,474−3.0% | Reduced |
| Geneos Wealth Management Inc. | 47,529 | $4.76M | 0.21% | −12,470−20.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 47,436 | $4.75M | 1.11% | +1,739+3.8% | Added |
| Assetmark, Inc | 47,394 | $4.75M | 0.01% | +6,520+16.0% | Added |
| Tectonic Advisors LLC | 47,328 | $4.74M | 0.34% | +3,086+7.0% | Added |
| Semmax Financial Advisors Inc. | 41,420 | $4.71M | 1.42% | −912−2.2% | Reduced |
| Quadcap Wealth Management, LLC | 46,907 | $4.70M | 0.85% | +2,091+4.7% | Added |
| First Bank & Trust | 46,675 | $4.68M | 0.95% | +969+2.1% | Added |
| Jamison Private Wealth Management, Inc. | 46,662 | $4.68M | 0.78% | −604−1.3% | Reduced |
| Benedict Financial Advisors Inc | 46,496 | $4.66M | 1.18% | −67−0.1% | Reduced |
| Stratos Wealth Partners, LTD. | 46,484 | $4.66M | 0.07% | −3,249−6.5% | Reduced |
| Boston Research & Management Inc | 45,823 | $4.59M | 1.16% | +617+1.4% | Added |
| United Capital Financial Advisers, LLC | 44,949 | $4.51M | 0.04% | +3,437+8.3% | Added |
| Vontobel Holding Ltd. | 44,860 | $4.50M | 0.01% | −539−1.2% | Reduced |
| RSM US Wealth Management LLC | 45,050 | $4.48M | 0.08% | +19,536+76.6% | Added |
| Fulton Bank, N.A. | 44,626 | $4.47M | 0.18% | −592−1.3% | Reduced |
| Intact Investment Management Inc. | 44,600 | $4.47M | 0.17% | +1,100+2.5% | Added |
| Securian Asset Management, Inc | 44,376 | $4.45M | 0.13% | −1,034−2.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 44,247 | $4.43M | 0.19% | +191+0.4% | Added |
| Whitener Capital Management, Inc. | 44,038 | $4.41M | 1.34% | +1,279+3.0% | Added |
| Crossmark Global Holdings, Inc. | 43,709 | $4.38M | 0.08% | −1,966−4.3% | Reduced |
| Louisiana State Employees Retirement System | 43,700 | $4.38M | 0.08% | −1,200−2.7% | Reduced |
| Johnson Investment Counsel Inc | 43,442 | $4.35M | 0.05% | −101−0.2% | Reduced |
| Stablepoint Partners, LLC | 39,722 | $4.32M | 0.84% | −1,511−3.7% | Reduced |
| Profund Advisors LLC | 42,617 | $4.27M | 0.16% | +13,846+48.1% | Added |
| Aull & Monroe Investment Management Corp | 42,569 | $4.27M | 2.09% | −1,983−4.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 42,435 | $4.25M | 0.94% | +7,503+21.5% | Added |
| CWM, LLC | 42,252 | $4.24M | 0.02% | +1,841+4.6% | Added |
| Peapack Gladstone Financial Corp | 41,783 | $4.19M | 0.06% | −1,134−2.6% | Reduced |
| First Horizon Advisors, Inc. | 41,743 | $4.18M | 0.13% | +899+2.2% | Added |
| Clearstead Advisors, LLC | 41,538 | $4.16M | 0.07% | +38,736+1,382.4% | Added |
| IFP Advisors, Inc | 41,214 | $4.13M | 0.16% | +2,821+7.3% | Added |
| Leavell Investment Management, Inc. | 40,941 | $4.10M | 0.23% | +1,677+4.3% | Added |
| Man Group plc | 40,834 | $4.09M | 0.01% | +5,884+16.8% | Added |
| Holderness Investments Co | 40,790 | $4.09M | 0.96% | −375−0.9% | Reduced |
| Sky Investment Group LLC | 40,204 | $4.03M | 0.77% | −80−0.2% | Reduced |
| AE Wealth Management LLC | 40,171 | $4.03M | 0.04% | +5,957+17.4% | Added |
| Credit Agricole S A | 40,018 | $4.01M | 0.02% | −24,528−38.0% | Reduced |
| UniSuper Management Pty Ltd | 40,003 | $4.01M | 0.03% | +19,816+98.2% | Added |
| Clough Capital Partners L P | 39,900 | $4.00M | 0.44% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 39,820 | $3.99M | 0.13% | +14,722+58.7% | Added |
| Salem Investment Counselors Inc | 39,237 | $3.93M | 0.13% | −801−2.0% | Reduced |
| New Mexico Educational Retirement Board | 38,860 | $3.90M | 0.14% | 00.0% | Unchanged |
| Shelton Capital Management | 38,791 | $3.89M | 0.11% | −40.0% | Reduced |
| Cincinnati Financial Corp | 38,784 | $3.89M | 0.08% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 38,750 | $3.88M | 0.82% | +2,450+6.7% | Added |
| Regions Financial Corp | 38,707 | $3.88M | 0.03% | −6,328−14.1% | Reduced |
| Nixon Peabody Trust Co | 38,645 | $3.87M | 0.34% | +38,645 | New |
| Thompson Siegel & Walmsley LLC | 38,219 | $3.83M | 0.06% | −50,850−57.1% | Reduced |
| Advisors Asset Management, Inc. | 38,112 | $3.82M | 0.07% | +2,772+7.8% | Added |
| Daymark Wealth Partners, LLC | 37,842 | $3.79M | 0.17% | +2,134+6.0% | Added |
| Bragg Financial Advisors, Inc | 37,636 | $3.77M | 0.17% | +649+1.8% | Added |
| Integrated Wealth Concepts LLC | 37,493 | $3.76M | 0.05% | −770−2.0% | Reduced |
| Banque Cantonale Vaudoise | 37,470 | $3.76M | 0.15% | −7,829−17.3% | Reduced |
| Providence Capital Advisors, LLC | 37,452 | $3.75M | 0.82% | +407+1.1% | Added |
| MONECO Advisors, LLC | 37,402 | $3.75M | 0.55% | +10,591+39.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 37,252 | $3.75M | 0.02% | −257,935−87.4% | Reduced |
| Red Door Wealth Management, LLC | 37,260 | $3.73M | 0.66% | +2,900+8.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 36,813 | $3.69M | 0.06% | −7,897−17.7% | Reduced |
| CapWealth Advisors, LLC | 36,402 | $3.65M | 0.46% | +34,009+1,421.2% | Added |
| Principle Wealth Partners LLC | 35,914 | $3.60M | 0.27% | +3,190+9.7% | Added |
| Stock Yards Bank & Trust Co | 35,631 | $3.57M | 0.12% | −1,329−3.6% | Reduced |
| Merit Financial Group, LLC | 35,409 | $3.55M | 0.08% | −1,895−5.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 35,368 | $3.54M | 0.06% | +2,814+8.6% | Added |
| Premier Fund Managers Ltd | 35,000 | $3.52M | 0.14% | 00.0% | Unchanged |
| Marco Investment Management LLC | 35,119 | $3.52M | 0.32% | −19,741−36.0% | Reduced |
| Caldwell Trust Co | 34,896 | $3.50M | 0.39% | +1,166+3.5% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 34,961 | $3.49M | 0.27% | +255+0.7% | Added |
| Bahl & Gaynor Inc | 34,694 | $3.48M | 0.02% | +110+0.3% | Added |
| Seven Springs Wealth Group, LLC | 34,450 | $3.45M | 1.35% | +881+2.6% | Added |
| Strategic Planning Group, LLC | 34,401 | $3.45M | 0.75% | +7,655+28.6% | Added |
| Pegasus Asset Management, Inc. | 34,349 | $3.44M | 1.32% | +361+1.1% | Added |
| Apollon Wealth Management, LLC | 34,306 | $3.44M | 0.10% | +1,060+3.2% | Added |
| Regal Investment Advisors LLC | 34,222 | $3.43M | 0.23% | −4,777−12.2% | Reduced |
| Cornerstone Advisors, LLC | 34,200 | $3.43M | 0.14% | −5,200−13.2% | Reduced |
| Atlantic Union Bankshares Corp | 34,123 | $3.42M | 0.21% | +10,857+46.7% | Added |
| Drucker Wealth 3.0, LLC | 34,021 | $3.41M | 0.91% | +34,021 | New |
| Lakeview Capital Partners, LLC | 35,067 | $3.39M | 0.55% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 33,814 | $3.39M | 0.42% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 33,811 | $3.39M | 0.16% | +673+2.0% | Added |
| Kingsview Wealth Management, LLC | 33,793 | $3.39M | 0.08% | +8,516+33.7% | Added |
| Logan Capital Management Inc | 33,691 | $3.38M | 0.15% | −206−0.6% | Reduced |
| Morton Community Bank | 33,452 | $3.35M | 0.95% | +1,361+4.2% | Added |
| Sowell Financial Services LLC | 33,409 | $3.35M | 0.16% | −5,516−14.2% | Reduced |
| Close Asset Management Ltd | 33,397 | $3.35M | 0.11% | −2,871−7.9% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 33,340 | $3.34M | 2.77% | +33,340 | New |
| Twin Capital Management Inc | 33,219 | $3.33M | 0.39% | −1,299−3.8% | Reduced |
| Pinnacle Associates Ltd | 33,068 | $3.31M | 0.05% | +2,531+8.3% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 33,052 | $3.31M | 1.53% | +46+0.1% | Added |
| Occidental Asset Management, LLC | 33,046 | $3.31M | 0.58% | +2,188+7.1% | Added |
| Keene & Associates, Inc. | 33,017 | $3.31M | 2.70% | −141−0.4% | Reduced |
| Rakuten Investment Management, Inc. | 32,857 | $3.31M | 0.02% | +12,127+58.5% | Added |
| Rothschild Investment LLC | 32,959 | $3.30M | 0.23% | −108−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 32,952 | $3.30M | 0.02% | +680+2.1% | Added |
| Royal Fund Management, LLC | 32,508 | $3.30M | 0.44% | −1,704−5.0% | Reduced |
| NBC Securities, Inc. | 32,717 | $3.28M | 0.30% | −668−2.0% | Reduced |
| American Assets Investment Management, LLC | 32,666 | $3.27M | 0.31% | 00.0% | Unchanged |
| Simmons Bank | 32,588 | $3.27M | 0.25% | +214+0.7% | Added |