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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 24,068 | $2.41M | 0.03% | −12,999−35.1% | Reduced |
| Live Oak Private Wealth LLC | 23,989 | $2.40M | 0.41% | +456+1.9% | Added |
| Townsend & Associates, Inc | 22,137 | $2.39M | 0.27% | −426−1.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 23,813 | $2.39M | 0.10% | −467−1.9% | Reduced |
| Bank & Trust Co | 23,779 | $2.38M | 2.02% | +23,779 | New |
| Sequoia Financial Advisors, LLC | 23,708 | $2.38M | 0.03% | −49,742−67.7% | Reduced |
| Kingswood Wealth Advisors, LLC | 23,698 | $2.38M | 0.21% | +4,411+22.9% | Added |
| Forte Capital LLC | 23,588 | $2.36M | 0.29% | −263−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 23,507 | $2.36M | 0.12% | −982−4.0% | Reduced |
| Garrett Investment Advisors LLC | 23,491 | $2.35M | 0.27% | +1,089+4.9% | Added |
| Resources Management Corp | 23,468 | $2.35M | 0.34% | −1,005−4.1% | Reduced |
| Wealth Alliance | 23,396 | $2.34M | 0.30% | +1,275+5.8% | Added |
| Orleans Capital Management Corp | 23,344 | $2.34M | 1.49% | −233−1.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 23,185 | $2.32M | 0.02% | −2,543−9.9% | Reduced |
| Woodard & Co Asset Management Group Inc | 23,067 | $2.31M | 0.58% | −10,617−31.5% | Reduced |
| Buckingham Strategic Partners | 23,039 | $2.31M | 0.06% | −171−0.7% | Reduced |
| Creative Financial Designs Inc | 22,936 | $2.30M | 0.20% | −116−0.5% | Reduced |
| United Services Automobile Association | 22,743 | $2.28M | 0.06% | −1,678−6.9% | Reduced |
| Wealth Group, Ltd. | 22,685 | $2.27M | 1.63% | −77−0.3% | Reduced |
| Nicholas Hoffman & Company, LLC. | 22,551 | $2.26M | 0.11% | +43+0.2% | Added |
| Hudson Valley Investment Advisors Inc | 22,510 | $2.24M | 0.29% | +4,610+25.8% | Added |
| BLB&B Advisors, LLC | 22,272 | $2.23M | 0.12% | −979−4.2% | Reduced |
| Veriti Management LLC | 22,214 | $2.23M | 0.14% | +4,576+25.9% | Added |
| Essex Financial Services, Inc. | 19,757 | $2.22M | 0.16% | +5,980+43.4% | Added |
| Boston Private Wealth LLC | 22,159 | $2.22M | 0.05% | −1,304−5.6% | Reduced |
| Te Ahumairangi Investment Management Ltd | 22,099 | $2.21M | 0.43% | −1,250−5.4% | Reduced |
| iA Global Asset Management Inc. | 22,064 | $2.21M | 0.04% | +17,084+343.1% | Added |
| Lee Danner & Bass Inc | 22,028 | $2.21M | 0.17% | +22,028 | New |
| Allworth Financial LP | 20,496 | $2.19M | 0.01% | +3,170+18.3% | Added |
| Berkeley Capital Partners, LLC | 21,723 | $2.18M | 0.66% | +556+2.6% | Added |
| First County Bank | 21,714 | $2.18M | 1.12% | −2,803−11.4% | Reduced |
| Modera Wealth Management, LLC | 21,653 | $2.17M | 0.03% | +256+1.2% | Added |
| Dakota Wealth Management | 21,637 | $2.17M | 0.05% | −82−0.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 21,564 | $2.16M | 0.02% | +2,107+10.8% | Added |
| Massmutual Trust Co FSB | 21,544 | $2.16M | 0.07% | +497+2.4% | Added |
| BKD Wealth Advisors, LLC | 21,536 | $2.16M | 0.05% | −129−0.6% | Reduced |
| Verdence Capital Advisors LLC | 21,500 | $2.15M | 0.19% | +67+0.3% | Added |
| Edgestream Partners, L.P. | 21,419 | $2.15M | 0.10% | +21,419 | New |
| Strategic Blueprint, LLC | 21,416 | $2.15M | 0.15% | −200−0.9% | Reduced |
| FourThought Financial Partners, LLC | 21,193 | $2.12M | 0.27% | +744+3.6% | Added |
| Ti-Trust, Inc | 20,855 | $2.09M | 1.61% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 20,766 | $2.08M | 0.80% | −30.0% | Reduced |
| Ameritas Advisory Services, LLC | 20,504 | $2.06M | 0.08% | +913+4.7% | Added |
| 1832 Asset Management L.P. | 20,461 | $2.05M | 0.00% | −4,184−17.0% | Reduced |
| Moloney Securities Asset Management, LLC | 20,453 | $2.05M | 0.30% | +1,937+10.5% | Added |
| WealthShield Partners, LLC | 20,430 | $2.05M | 0.31% | +2,546+14.2% | Added |
| Harbour Investments, Inc. | 20,408 | $2.05M | 0.07% | +165+0.8% | Added |
| Cornerstone Wealth Group, LLC | 20,358 | $2.04M | 0.18% | −63−0.3% | Reduced |
| CCM Investment Advisers LLC | 20,339 | $2.04M | 0.24% | −150−0.7% | Reduced |
| KKM Financial LLC | 20,184 | $2.03M | 0.96% | +194+1.0% | Added |
| Equitable Trust Co | 20,236 | $2.03M | 0.14% | −461−2.2% | Reduced |
| Physicians Financial Services, Inc. | 20,220 | $2.03M | 0.66% | +638+3.3% | Added |
| Clarkston Capital Partners, LLC | 20,210 | $2.03M | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 20,183 | $2.02M | 0.21% | −592−2.8% | Reduced |
| Mechanics Bank Trust Department | 20,114 | $2.02M | 0.29% | −650−3.1% | Reduced |
| Marks Group Wealth Management, Inc | 19,921 | $2.00M | 0.21% | −273−1.4% | Reduced |
| Wedbush Securities Inc | 19,916 | $2.00M | 0.07% | +54+0.3% | Added |
| Aviance Capital Partners, LLC | 19,873 | $1.99M | 0.28% | +2,123+12.0% | Added |
| Wagner Wealth Management, LLC | 19,822 | $1.99M | 0.59% | +2,093+11.8% | Added |
| Hamel Associates, Inc. | 19,822 | $1.99M | 0.63% | +1,175+6.3% | Added |
| Successful Portfolios LLC | 19,783 | $1.98M | 1.39% | −911−4.4% | Reduced |
| Compagnie Lombard Odier SCmA | 19,750 | $1.98M | 0.03% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 19,703 | $1.97M | 0.21% | −1,772−8.3% | Reduced |
| Davis Investment Partners, LLC | 18,731 | $1.97M | 0.81% | −39−0.2% | Reduced |
| Hardin Capital Partners, LLC | 19,356 | $1.94M | 1.27% | +19,356 | New |
| Advanced Asset Management Advisors Inc | 19,349 | $1.94M | 0.52% | +19,349 | New |
| Green Square Capital Advisors LLC | 19,274 | $1.93M | 0.27% | −547−2.8% | Reduced |
| City Holding Co | 19,266 | $1.93M | 0.29% | +1,350+7.5% | Added |
| Valeo Financial Advisors, LLC | 19,182 | $1.92M | 0.06% | −2,118−9.9% | Reduced |
| Fox Hill Wealth Management | 19,117 | $1.92M | 1.17% | +715+3.9% | Added |
| Heritage Wealth Management, Inc. | 18,965 | $1.91M | 0.64% | +18,965 | New |
| IHT Wealth Management, LLC | 18,938 | $1.90M | 0.07% | +779+4.3% | Added |
| Harbor Capital Advisors, Inc. | 18,910 | $1.90M | 0.14% | +30+0.2% | Added |
| apricus wealth, LLC | 18,903 | $1.89M | 1.35% | +509+2.8% | Added |
| Natixis | 18,834 | $1.89M | 0.01% | −277,440−93.6% | Reduced |
| IMC-Chicago, LLC | 18,754 | $1.88M | 0.06% | +5,634+42.9% | Added |
| Smith, Moore & Co. | 18,683 | $1.87M | 0.19% | −47−0.3% | Reduced |
| First Personal Financial Services | 18,482 | $1.85M | 0.42% | +3,138+20.5% | Added |
| Eisler Capital (UK) Ltd. | 18,446 | $1.85M | 0.60% | −24,481−57.0% | Reduced |
| Wright Investors Service Inc | 18,409 | $1.85M | 0.49% | −5,472−22.9% | Reduced |
| Hartford Financial Management Inc. | 18,354 | $1.84M | 0.39% | −93−0.5% | Reduced |
| Good Life Advisors, LLC | 18,329 | $1.84M | 0.15% | +467+2.6% | Added |
| Worldquant Millennium Advisors LLC | 18,281 | $1.83M | 0.02% | 00.0% | Unchanged |
| Glenview Trust Co | 18,151 | $1.82M | 0.04% | +290+1.6% | Added |
| Armor Investment Advisors, LLC | 18,021 | $1.81M | 0.83% | −2,681−13.0% | Reduced |
| Randolph Co Inc | 17,978 | $1.80M | 0.22% | −166−0.9% | Reduced |
| Hartford Funds Management Co LLC | 17,970 | $1.80M | 0.17% | +1,979+12.4% | Added |
| Greenleaf Trust | 17,967 | $1.80M | 0.02% | +296+1.7% | Added |
| Ipswich Investment Management Co., Inc. | 17,950 | $1.80M | 0.42% | −198−1.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 18,054 | $1.79M | 0.21% | +27+0.1% | Added |
| Old Port Advisors | 17,868 | $1.79M | 0.53% | +1,139+6.8% | Added |
| Symphony Financial, Ltd. Co. | 17,744 | $1.78M | 0.33% | −443−2.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 17,765 | $1.78M | 0.68% | +182+1.0% | Added |
| TSP Capital Management Group, LLC | 17,706 | $1.77M | 0.56% | −1,992−10.1% | Reduced |
| McMahon Financial Advisors, LLC | 17,640 | $1.77M | 0.39% | −734−4.0% | Reduced |
| Westpac Banking Corp | 17,497 | $1.75M | 0.14% | +1,575+9.9% | Added |
| Buckingham Strategic Wealth, LLC | 17,454 | $1.75M | 0.02% | +427+2.5% | Added |
| Ledgewood Wealth Advisors, LLC | 17,404 | $1.74M | 1.50% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 17,337 | $1.74M | 0.15% | −645−3.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,306 | $1.73M | 0.10% | +17,306 | New |