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; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Duke Energy CORP as of Sep 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
- 2,065
- +120 vs. Q2 2024
- Shares held
- 516.7M
- +72.1M (+16.2%) vs. Q2 2024
- Total value
- $58.7B
- +$14.1B (+31.6%) vs. Q2 2024
- New holders
- 199
- 799 more added
- Sold out
- 79
- 785 more reduced
24 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Mendota Financial Group, LLC | 1 | $116 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 1,260 | $392 | 0.00% | +51+4.2% | Added |
| HighMark Wealth Management LLC | 5 | $577 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $1.04K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $1.04K | 0.00% | +4+80.0% | Added |
| Strengthening Families & Communities, LLC | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 11 | $1.27K | 0.00% | −48−81.4% | Reduced |
| Trifecta Capital Advisors, LLC | 13 | $1.50K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.73K | 0.00% | −150−90.9% | Reduced |
| Eagle Bay Advisors LLC | 17 | $1.96K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $1.96K | 0.00% | −202−92.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 17 | $2.00K | 0.00% | −804−97.9% | Reduced |
| Rakuten Securities, Inc. | 18 | $2.08K | 0.00% | +8+80.0% | Added |
| Guardian Wealth Management, Inc. | 21 | $2.42K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 22 | $2.54K | 0.01% | +22 | New |
| Ridgewood Investments LLC | 25 | $2.88K | 0.00% | −500−95.2% | Reduced |
| Pingora Partners LLC | 25 | $2.88K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 28 | $3.23K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 29 | $3.34K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 34 | $3.92K | 0.00% | −212−86.2% | Reduced |
| Horizon Bancorp Inc | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 45 | $5.19K | 0.00% | +25+125.0% | Added |
| Ameliora Wealth Management Ltd. | 50 | $5.76K | 0.00% | −300−85.7% | Reduced |
| Tributary Capital Management, LLC | 50 | $5.76K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 50 | $5.76K | 0.00% | +50 | New |
| Granite FO LLC | 50 | $5.76K | 0.00% | +50 | New |
| Robinswood Financial LLC | 53 | $6.11K | 0.00% | +33+165.0% | Added |
| Caitlin John, LLC | 63 | $6.99K | 0.00% | +1+1.6% | Added |
| Penserra Capital Management LLC | 63 | $7.00K | 0.00% | −318,702−100.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 61 | $7.03K | 0.00% | −503−89.2% | Reduced |
| Aspect Partners, LLC | 63 | $7.26K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 63 | $7.26K | 0.01% | +63 | New |
| CGC Financial Services, LLC | 66 | $7.61K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 73 | $8.42K | 0.00% | +1+1.4% | Added |
| Chilton Capital Management LLC | 74 | $8.53K | 0.00% | −47−38.8% | Reduced |
| DAGCO, Inc. | 78 | $8.99K | 0.00% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 10,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 78 | $9.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 85 | $9.80K | 0.00% | −15−15.0% | Reduced |
| POM Investment Strategies, LLC | 85 | $9.83K | 0.01% | +1+1.2% | Added |
| Anfield Capital Management, LLC | 87 | $10.0K | 0.00% | +75+625.0% | Added |
| Cornerstone Planning Group LLC | 97 | $11.1K | 0.00% | +3+3.2% | Added |
| Activest Wealth Management | 100 | $11.5K | 0.00% | +100 | New |
| General Partner, Inc. | 101 | $11.6K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $12.1K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 108 | $12.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 109 | $12.6K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 112 | $12.9K | 0.01% | +12+12.0% | Added |
| Cyrus J. Lawrence, LLC | 121 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 114 | $13.1K | 0.00% | −1,021−90.0% | Reduced |
| Halpern Financial, Inc. | 123 | $14.4K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 131 | $15.1K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 134 | $15.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 137 | $15.8K | 0.01% | −82−37.4% | Reduced |
| Transcendent Capital Group LLC | 141 | $16.3K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 144 | $16.6K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 149 | $17.2K | 0.01% | −94−38.7% | Reduced |
| Millburn Ridgefield Corp | 150 | $17.3K | 0.00% | −17−10.2% | Reduced |
| MidAtlantic Capital Management, Inc. | 155 | $17.9K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 155 | $17.9K | 0.01% | +81+109.5% | Added |
| Avion Wealth | 161 | $18.0K | 0.00% | −1−0.6% | Reduced |
| Mascoma Wealth Management LLC | 162 | $18.7K | 0.00% | +87+116.0% | Added |
| DHJJ Financial Advisors, Ltd. | 165 | $19.0K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 166 | $19.1K | 0.02% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 166 | $19.1K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 168 | $19.4K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 169 | $19.5K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 175 | $20.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 175 | $20.2K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 175 | $20.2K | 0.02% | +11+6.7% | Added |
| Financial Connections Group, Inc. | 187 | $21.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 183 | $21.1K | 0.00% | −16−8.0% | Reduced |
| DT Investment Partners, LLC | 190 | $21.9K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 192 | $22.1K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 200 | $23.1K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 204 | $23.5K | 0.00% | +1+0.5% | Added |
| Founders Capital Management | 204 | $23.5K | 0.01% | +2+1.0% | Added |
| Northwest Bank & Trust Co | 207 | $23.9K | 0.02% | −199−49.0% | Reduced |
| Perritt Capital Management Inc | 207 | $23.9K | 0.01% | +2+1.0% | Added |
| Chesapeake Asset Management LLC | 209 | $24.1K | 0.02% | +134+178.7% | Added |
| St. Johns Investment Management Company, LLC | 226 | $26.1K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 234 | $27.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 235 | $27.1K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 239 | $27.6K | 0.00% | −1,634−87.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 240 | $28.6K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 248 | $28.6K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 257 | $28.6K | 0.02% | +257 | New |
| Legacy Wealth Managment, LLC | 257 | $28.6K | 0.02% | +257 | New |
| Core Alternative Capital | 250 | $28.8K | 0.01% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 258 | $29.7K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 263 | $30.3K | 0.00% | +1+0.4% | Added |
| Northwest Investment Counselors, LLC | 263 | $30.3K | 0.01% | +263 | New |
| Private Wealth Management Group, LLC | 271 | $31.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 276 | $31.8K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 280 | $32.3K | 0.02% | −20−6.7% | Reduced |
| CKW Financial Group | 288 | $33.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 290 | $33.4K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 292 | $33.7K | 0.01% | +292 | New |
| Viking Fund Management LLC | 300 | $34.6K | 0.01% | 00.0% | Unchanged |