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
- 2,064
- +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
- 784 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 |
|---|---|---|---|---|---|
| Parsons Capital Management Inc | 5,588 | $644.3K | 0.04% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5,602 | $645.9K | 0.19% | −650−10.4% | Reduced |
| Community Financial Services Group, LLC | 5,607 | $646.5K | 0.13% | −57−1.0% | Reduced |
| Wellington Shields & Co., LLC | 5,631 | $649.2K | 0.20% | +6+0.1% | Added |
| Investment Advisory Services Inc | 5,634 | $649.6K | 0.23% | 00.0% | Unchanged |
| Rollins Financial Advisors, LLC | 5,651 | $651.6K | 0.11% | +1,314+30.3% | Added |
| Personal Cfo Solutions, LLC | 5,670 | $653.7K | 0.09% | −43−0.8% | Reduced |
| Kuhn & Co Investment Counsel | 5,676 | $654.4K | 0.56% | −117−2.0% | Reduced |
| Concord Wealth Partners | 5,678 | $654.6K | 0.11% | +207+3.8% | Added |
| Financial Management Professionals, Inc. | 5,686 | $656.0K | 0.08% | −16−0.3% | Reduced |
| Ausdal Financial Partners, Inc. | 5,709 | $658.2K | 0.07% | +21+0.4% | Added |
| Bridges Investment Management Inc | 5,717 | $659.2K | 0.01% | +62+1.1% | Added |
| Monetary Management Group Inc | 5,733 | $661.0K | 0.17% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 5,739 | $661.7K | 0.43% | +4+0.1% | Added |
| Glen Eagle Advisors, LLC | 5,752 | $663.2K | 0.11% | −162−2.7% | Reduced |
| Independence Bank of Kentucky | 5,767 | $664.9K | 0.14% | −110−1.9% | Reduced |
| BCGM Wealth Management, LLC | 5,770 | $665.3K | 0.22% | +10+0.2% | Added |
| NewEdge Wealth, LLC | 5,797 | $668.4K | 0.01% | +2,935+102.6% | Added |
| Nations Financial Group Inc, | 5,796 | $668.4K | 0.05% | +1,602+38.2% | Added |
| Ci Investments Inc. | 5,803 | $669.0K | 0.00% | −826−12.5% | Reduced |
| Intrua Financial, LLC | 5,830 | $672.2K | 0.11% | −2,211−27.5% | Reduced |
| Venture Visionary Partners LLC | 5,837 | $673.0K | 0.03% | −371−6.0% | Reduced |
| SeaCrest Wealth Management, LLC | 5,839 | $673.2K | 0.07% | −254−4.2% | Reduced |
| Bank of New Hampshire | 5,850 | $674.5K | 0.17% | −466−7.4% | Reduced |
| Smith Thornton Advisors LLC | 5,863 | $676.0K | 0.44% | +2,714+86.2% | Added |
| Guyasuta Investment Advisors Inc | 5,865 | $676.2K | 0.04% | −226−3.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 5,889 | $679.0K | 0.04% | +557+10.4% | Added |
| Lantz Financial LLC | 5,905 | $680.8K | 0.18% | −1,305−18.1% | Reduced |
| Legacy Financial Advisors, Inc. | 5,914 | $681.9K | 0.11% | +108+1.9% | Added |
| Silverlake Wealth Management LLC | 5,942 | $685.1K | 0.26% | +658+12.5% | Added |
| Stockman Wealth Management, Inc. | 5,951 | $686.2K | 0.11% | −5−0.1% | Reduced |
| NBT Bank N A | 5,972 | $688.6K | 0.05% | +186+3.2% | Added |
| Clifford Swan Investment Counsel LLC | 5,991 | $690.8K | 0.02% | +101+1.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,000 | $691.8K | 0.20% | 00.0% | Unchanged |
| Pitcairn Co | 6,020 | $694.1K | 0.04% | −992−14.1% | Reduced |
| Parkside Financial Bank & Trust | 6,037 | $696.1K | 0.10% | +405+7.2% | Added |
| Hills Bank & Trust Co | 6,039 | $696.3K | 0.05% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 6,053 | $697.9K | 0.03% | +153+2.6% | Added |
| Brighton Jones LLC | 6,054 | $698.0K | 0.03% | −376−5.8% | Reduced |
| Moneta Group Investment Advisors LLC | 6,073 | $700.2K | 0.01% | −97−1.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 6,082 | $701.2K | 0.02% | −39−0.6% | Reduced |
| Thoroughbred Financial Services, LLC | 6,126 | $706.0K | 0.05% | +331+5.7% | Added |
| OneAscent Financial Services LLC | 6,152 | $709.0K | 0.51% | −1,340−17.9% | Reduced |
| Waters Parkerson & Co., LLC | 6,147 | $709.0K | 0.04% | −302−4.7% | Reduced |
| MBL Wealth, LLC | 6,215 | $716.6K | 0.08% | +108+1.8% | Added |
| LifePlan Financial, LLC | 6,229 | $718.2K | 0.62% | +453+7.8% | Added |
| Cobblestone Capital Advisors LLC | 6,233 | $718.6K | 0.04% | +26+0.4% | Added |
| Carret Asset Management, LLC | 6,238 | $719.2K | 0.08% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 6,262 | $722.0K | 0.06% | +1,382+28.3% | Added |
| NorthRock Partners, LLC | 6,269 | $722.8K | 0.02% | −19−0.3% | Reduced |
| Edgewood Management LLC | 6,302 | $726.6K | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,316 | $728.2K | 0.04% | +102+1.6% | Added |
| Dearborn Partners LLC | 6,352 | $732.3K | 0.03% | +7+0.1% | Added |
| Nilsine Partners, LLC | 6,365 | $733.9K | 0.10% | −390−5.8% | Reduced |
| Kapstone Financial Advisors LLC | 6,358 | $737.3K | 0.45% | −35−0.5% | Reduced |
| Spire Wealth Management | 6,411 | $739.1K | 0.02% | −253−3.8% | Reduced |
| Lake Street Advisors Group, LLC | 6,426 | $740.9K | 0.03% | +215+3.5% | Added |
| Financial Partners Group, LLC | 6,431 | $741.5K | 0.28% | −868−11.9% | Reduced |
| Congress Wealth Management LLC | 6,430 | $741.5K | 0.01% | +761+13.4% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 6,434 | $741.8K | 0.48% | −718−10.0% | Reduced |
| Manchester Capital Management LLC | 6,476 | $746.7K | 0.09% | −20.0% | Reduced |
| Crescent Sterling, Ltd. | 6,478 | $746.9K | 0.71% | +24+0.4% | Added |
| Cidel Asset Management Inc | 6,482 | $747.4K | 0.05% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6,555 | $755.8K | 0.35% | −181−2.7% | Reduced |
| Sapient Capital LLC | 6,559 | $756.3K | 0.02% | −19−0.3% | Reduced |
| Paradigm Capital Management, LLC | 6,571 | $758.0K | 0.73% | +6,571 | New |
| Kanawha Capital Management LLC | 6,591 | $759.9K | 0.06% | +92+1.4% | Added |
| Headlands Technologies LLC | 6,602 | $761.2K | 0.09% | +6,602 | New |
| Armstrong Advisory Group, Inc | 6,616 | $762.8K | 0.06% | −682−9.3% | Reduced |
| Financial Advocates Investment Management | 6,634 | $764.9K | 0.04% | −720−9.8% | Reduced |
| Continuum Advisory, LLC | 6,928 | $766.8K | 0.10% | −364−5.0% | Reduced |
| Powers Advisory Group, LLC | 6,654 | $767.2K | 0.38% | +39+0.6% | Added |
| Costello Asset Management, INC | 6,659 | $767.7K | 0.51% | −201−2.9% | Reduced |
| Kavar Capital Partners Group, LLC | 6,662 | $768.1K | 0.12% | 00.0% | Unchanged |
| Archer Investment Corp | 6,678 | $770.0K | 0.21% | +9+0.1% | Added |
| Bigelow Investment Advisors, LLC | 6,681 | $770.3K | 0.34% | −6−0.1% | Reduced |
| Fiduciary Alliance LLC | 6,688 | $771.1K | 0.10% | +3,080+85.4% | Added |
| Engineers Gate Manager LP | 6,692 | $771.6K | 0.02% | +6,692 | New |
| Cornerstone Advisory, LLC | 6,693 | $771.7K | 0.10% | +68+1.0% | Added |
| Wealth Management Associates, Inc. | 6,712 | $773.9K | 0.34% | +300+4.7% | Added |
| Adapt Wealth Advisors, LLC | 6,735 | $776.6K | 0.42% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6,767 | $780.3K | 0.05% | −2,860−29.7% | Reduced |
| Cross Staff Investments Inc | 6,781 | $781.8K | 0.60% | +332+5.1% | Added |
| Washington Trust Co | 6,819 | $786.2K | 0.03% | −308−4.3% | Reduced |
| L.M. Kohn & Company | 6,868 | $791.8K | 0.20% | +678+11.0% | Added |
| Northwest & Ethical Investments L.P. | 6,868 | $791.9K | 0.02% | −256−3.6% | Reduced |
| Hengehold Capital Management LLC | 6,872 | $792.4K | 0.08% | −342−4.7% | Reduced |
| United Community Bank | 6,876 | $792.8K | 0.31% | −224−3.2% | Reduced |
| First Command Advisory Services, Inc. | 6,903 | $795.9K | 0.01% | −189−2.7% | Reduced |
| Wills Financial Group, Inc. | 6,908 | $796.5K | 0.33% | +303+4.6% | Added |
| Headinvest, LLC | 6,921 | $798.0K | 0.15% | +478+7.4% | Added |
| John G Ullman & Associates Inc | 6,953 | $801.7K | 0.12% | 00.0% | Unchanged |
| Optimum Investment Advisors | 6,968 | $803.4K | 0.35% | 00.0% | Unchanged |
| Danske Bank A/S | 6,987 | $805.6K | 0.00% | +300+4.5% | Added |
| Legacy Wealth Asset Management, LLC | 7,021 | $809.5K | 0.22% | −5−0.1% | Reduced |
| Mayflower Financial Advisors, LLC | 7,031 | $810.6K | 0.12% | +5+0.1% | Added |
| Ritholtz Wealth Management | 7,034 | $811.0K | 0.02% | +1,597+29.4% | Added |
| Keudell/Morrison Wealth Management | 7,040 | $811.7K | 0.22% | −1,661−19.1% | Reduced |
| Doheny Asset Management | 7,045 | $812.0K | 0.55% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 7,044 | $812.2K | 0.12% | −3,121−30.7% | Reduced |