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 |
|---|---|---|---|---|---|
| Marino, Stram & Associates LLC | 17,256 | $1.73M | 0.42% | −45−0.3% | Reduced |
| Hanson & Doremus Investment Management | 17,195 | $1.72M | 0.29% | −297−1.7% | Reduced |
| Investment Management Corp of Ontario | 17,176 | $1.72M | 0.05% | +4,700+37.7% | Added |
| Certified Advisory Corp | 17,147 | $1.72M | 0.22% | −1,151−6.3% | Reduced |
| LVW Advisors, LLC | 17,081 | $1.71M | 0.25% | +1,575+10.2% | Added |
| Proequities, Inc. | 16,976 | $1.70M | 0.11% | −971−5.4% | Reduced |
| London Co of Virginia | 16,961 | $1.70M | 0.01% | −2,290−11.9% | Reduced |
| Leo Wealth, LLC | 16,992 | $1.70M | 0.17% | −458−2.6% | Reduced |
| Argent Advisors, Inc. | 16,918 | $1.70M | 0.67% | −1,019−5.7% | Reduced |
| Jeppson Wealth Management, LLC | 16,876 | $1.69M | 0.65% | −24−0.1% | Reduced |
| Citadel Advisors LLC | 16,800 | $1.68M | 0.00% | −30,139−64.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 16,776 | $1.68M | 0.38% | +40.0% | Added |
| First National Trust Co | 16,766 | $1.68M | 0.07% | −1,301−7.2% | Reduced |
| Pettyjohn, Wood & White, Inc | 16,652 | $1.67M | 0.32% | 00.0% | Unchanged |
| Signaturefd, LLC | 16,609 | $1.66M | 0.03% | +171+1.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 16,523 | $1.66M | 0.07% | −630−3.7% | Reduced |
| Community Bank & Trust, Waco, Texas | 16,472 | $1.65M | 0.41% | −24−0.1% | Reduced |
| Avantax Planning Partners, Inc. | 16,471 | $1.65M | 0.05% | −13,730−45.5% | Reduced |
| Platform Technology Partners | 16,411 | $1.64M | 0.57% | +16,411 | New |
| Resolution Capital Ltd | 16,385 | $1.64M | 0.03% | −272−1.6% | Reduced |
| Adalta Capital Management LLC | 16,355 | $1.64M | 0.89% | +387+2.4% | Added |
| Twin City Private Wealth, LLC | 16,335 | $1.64M | 1.55% | −588−3.5% | Reduced |
| Wolff Wiese Magana LLC | 16,317 | $1.64M | 1.30% | −374−2.2% | Reduced |
| Nepsis, Inc. | 16,298 | $1.63M | 0.44% | −341−2.0% | Reduced |
| StoneX Group Inc. | 16,270 | $1.63M | 0.13% | +1,538+10.4% | Added |
| Park National Corp | 16,226 | $1.63M | 0.06% | −367−2.2% | Reduced |
| WealthTrust Axiom LLC | 16,182 | $1.62M | 0.54% | +66+0.4% | Added |
| Integrated Advisors Network LLC | 16,124 | $1.62M | 0.08% | −7,369−31.4% | Reduced |
| GeoWealth Management, LLC | 16,022 | $1.61M | 0.07% | +3,283+25.8% | Added |
| Norway Savings Bank | 16,017 | $1.61M | 0.92% | −822−4.9% | Reduced |
| Private Wealth Partners, LLC | 15,889 | $1.59M | 0.12% | −12−0.1% | Reduced |
| GYL Financial Synergies, LLC | 15,874 | $1.59M | 0.12% | −600−3.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 15,833 | $1.59M | 0.02% | 00.0% | Unchanged |
| Ballast, Inc. | 15,758 | $1.58M | 0.49% | +428+2.8% | Added |
| Vectors Research Management, LLC | 15,747 | $1.58M | 0.48% | −514−3.2% | Reduced |
| Harmony Asset Management LLC | 15,739 | $1.58M | 0.66% | −135−0.9% | Reduced |
| Fundamentun, LLC | 15,657 | $1.57M | 0.13% | −4,262−21.4% | Reduced |
| Exencial Wealth Advisors, LLC | 15,603 | $1.56M | 0.06% | +3,063+24.4% | Added |
| RFG Advisory, LLC | 15,527 | $1.56M | 0.05% | −94−0.6% | Reduced |
| Bradley Foster & Sargent Inc | 15,484 | $1.55M | 0.03% | +424+2.8% | Added |
| Cunning Capital Partners, LP | 15,435 | $1.55M | 0.88% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 13,687 | $1.55M | 0.34% | +3,220+30.8% | Added |
| Oak Harbor Wealth Partners, LLC | 15,418 | $1.55M | 0.49% | −28−0.2% | Reduced |
| Confluence Wealth Services, Inc. | 15,381 | $1.54M | 0.12% | +4,947+47.4% | Added |
| Bull Street Advisors, LLC | 15,238 | $1.53M | 0.74% | −25−0.2% | Reduced |
| King Luther Capital Management Corp | 15,190 | $1.52M | 0.01% | +1,958+14.8% | Added |
| RMB Capital Management, LLC | 15,169 | $1.52M | 0.04% | +296+2.0% | Added |
| Empowered Funds, LLC | 15,169 | $1.52M | 0.03% | +1,645+12.2% | Added |
| Advisory Alpha, LLC | 15,141 | $1.52M | 0.06% | −401−2.6% | Reduced |
| Mission Wealth Management, LP | 15,087 | $1.51M | 0.04% | −1,492−9.0% | Reduced |
| Point72 Europe (London) LLP | 15,000 | $1.50M | 0.13% | +15,000 | New |
| Paradigm Asset Management Co LLC | 14,900 | $1.49M | 0.42% | +14,900 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,844 | $1.49M | 0.25% | +472+3.3% | Added |
| Parcion Private Wealth LLC | 14,752 | $1.48M | 0.14% | +584+4.1% | Added |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.48M | 0.18% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 14,713 | $1.47M | 0.29% | +2,450+20.0% | Added |
| Hilltop Holdings Inc. | 14,689 | $1.47M | 0.17% | +1,268+9.4% | Added |
| Silvercrest Asset Management Group LLC | 14,680 | $1.47M | 0.01% | +833+6.0% | Added |
| RMR Wealth Builders | 14,601 | $1.46M | 0.17% | +2,166+17.4% | Added |
| RNC Capital Management LLC | 14,575 | $1.46M | 0.08% | +1,363+10.3% | Added |
| Wealth Dimensions Group, Ltd. | 14,559 | $1.46M | 0.42% | +197+1.4% | Added |
| Private Trust Co NA | 14,525 | $1.46M | 0.16% | −473−3.2% | Reduced |
| Meridian Financial Partners LLC | 13,568 | $1.45M | 0.86% | +275+2.1% | Added |
| Courier Capital LLC | 14,446 | $1.45M | 0.12% | −1,175−7.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 14,236 | $1.43M | 0.02% | −4,531−24.1% | Reduced |
| Alpha Omega Wealth Management LLC | 14,229 | $1.43M | 0.27% | −127−0.9% | Reduced |
| Little House Capital LLC | 14,214 | $1.42M | 0.45% | +78+0.6% | Added |
| NTV Asset Management LLC | 14,209 | $1.42M | 0.20% | +437+3.2% | Added |
| Horizon Investments, LLC | 14,205 | $1.42M | 0.04% | +65+0.5% | Added |
| Ingalls & Snyder LLC | 14,196 | $1.42M | 0.06% | −403−2.8% | Reduced |
| Ronald Blue Trust, Inc. | 14,586 | $1.41M | 0.02% | +994+7.3% | Added |
| Formidable Asset Management, LLC | 14,068 | $1.41M | 0.23% | +1,823+14.9% | Added |
| Trust Co of Vermont | 14,053 | $1.41M | 0.08% | −893−6.0% | Reduced |
| Donaldson Capital Management, LLC | 14,044 | $1.41M | 0.06% | −479−3.3% | Reduced |
| Jacobi Capital Management LLC | 14,037 | $1.41M | 0.12% | −377−2.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 13,992 | $1.40M | 0.08% | −1,285−8.4% | Reduced |
| ZWJ Investment Counsel Inc | 13,897 | $1.39M | 0.06% | −146−1.0% | Reduced |
| F/M Investments LLC | 13,868 | $1.39M | 0.05% | +13,868 | New |
| Clearbridge Investments, LLC | 13,804 | $1.38M | 0.00% | −5,301−27.7% | Reduced |
| Chemung Canal Trust Co | 13,793 | $1.38M | 0.27% | −536−3.7% | Reduced |
| Meridian Wealth Management, LLC | 13,764 | $1.38M | 0.16% | +13,764 | New |
| Wealthcare Advisory Partners LLC | 13,702 | $1.37M | 0.04% | +617+4.7% | Added |
| SpiderRock Advisors, LLC | 13,688 | $1.37M | 0.04% | −7,530−35.5% | Reduced |
| Voya Financial Advisors, Inc. | 13,623 | $1.37M | 0.15% | +112+0.8% | Added |
| Vinva Investment Management Ltd | 13,606 | $1.37M | 0.07% | +2,125+18.5% | Added |
| Studio Investment Management LLC | 13,560 | $1.36M | 0.31% | −50.0% | Reduced |
| Northcape Wealth Management, LLC | 13,513 | $1.35M | 0.49% | +220+1.7% | Added |
| Burke & Herbert Bank & Trust Co | 13,506 | $1.35M | 0.33% | +8,988+198.9% | Added |
| Cullinan Associates Inc | 13,439 | $1.35M | 0.08% | −3,759−21.9% | Reduced |
| Beech Hill Advisors, Inc. | 13,439 | $1.35M | 0.56% | −455−3.3% | Reduced |
| SageView Advisory Group, LLC | 13,488 | $1.34M | 0.06% | +593+4.6% | Added |
| MTM Investment Management, LLC | 13,362 | $1.34M | 0.55% | −979−6.8% | Reduced |
| Foundations Investment Advisors, LLC | 13,346 | $1.34M | 0.03% | +1,736+15.0% | Added |
| Allianz Asset Management GmbH | 13,329 | $1.34M | 0.00% | +6,561+96.9% | Added |
| Marble Harbor Investment Counsel, LLC | 13,326 | $1.34M | 0.16% | −41−0.3% | Reduced |
| Mather Group, LLC. | 13,748 | $1.33M | 0.02% | +3,686+36.6% | Added |
| Silver Oak Securities, Inc | 13,259 | $1.33M | 0.20% | −1,078−7.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 13,254 | $1.33M | 0.11% | +1,287+10.8% | Added |
| Focus Financial Network, Inc. | 12,303 | $1.32M | 0.06% | −83−0.7% | Reduced |
| Pullen Investment Management, LLC | 13,193 | $1.32M | 1.10% | −412−3.0% | Reduced |