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, 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 | 2,491 | $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, 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 |
|---|---|---|---|---|---|
| Albion Financial Group | 7,046 | $812.4K | 0.06% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 7,053 | $813.2K | 0.38% | +371+5.6% | Added |
| CoreCap Advisors, LLC | 7,089 | $817.4K | 0.04% | +20.0% | Added |
| Denali Advisors LLC | 7,100 | $818.6K | 0.09% | +7,100 | New |
| Howard Capital Management Inc. | 7,106 | $819.3K | 0.01% | +7,106 | New |
| Trust Point Inc. | 7,115 | $820.4K | 0.06% | −368−4.9% | Reduced |
| Legacy Advisors, LLC | 7,121 | $821.0K | 0.09% | +122+1.7% | Added |
| Diversified Trust Co | 7,131 | $822.3K | 0.02% | +152+2.2% | Added |
| Banco Santander, S.A. | 7,133 | $822.4K | 0.01% | −3,560−33.3% | Reduced |
| Chiron Capital Management, LLC | 7,133 | $822.4K | 0.73% | −697−8.9% | Reduced |
| V-Square Quantitative Management LLC | 7,137 | $822.9K | 0.12% | +344+5.1% | Added |
| Schmidt P J Investment Management Inc | 7,154 | $824.9K | 0.14% | −300−4.0% | Reduced |
| Prossimo Advisors, LLC | 7,198 | $830.0K | 0.61% | +25+0.3% | Added |
| Quadrant Capital Group LLC | 7,223 | $832.8K | 0.06% | −429−5.6% | Reduced |
| InTrack Investment Management Inc | 7,253 | $836.3K | 0.59% | −500−6.4% | Reduced |
| Independent Financial Group, LLC | 7,282 | $839.6K | 0.03% | +148+2.1% | Added |
| Cassia Capital Partners, LLC | 7,283 | $839.7K | 0.55% | −535−6.8% | Reduced |
| West Family Investments, Inc. | 7,285 | $840.0K | 0.29% | +456+6.7% | Added |
| MQS Management LLC | 7,297 | $841.3K | 0.47% | +7,297 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,302 | $841.9K | 0.03% | −91−1.2% | Reduced |
| Altfest L J & Co Inc | 7,314 | $843.0K | 0.11% | +7,314 | New |
| Cannon Financial Strategists, Inc. | 7,322 | $844.2K | 0.15% | +1,769+31.9% | Added |
| KLCM Advisors, Inc. | 7,330 | $845.1K | 0.10% | +1,267+20.9% | Added |
| Rehmann Capital Advisory Group | 7,350 | $845.3K | 0.06% | +23+0.3% | Added |
| Essex Savings Bank | 7,344 | $846.8K | 0.21% | −10.0% | Reduced |
| HM Payson & Co | 7,348 | $847.2K | 0.01% | −255−3.4% | Reduced |
| KCM Investment Advisors LLC | 7,397 | $852.9K | 0.03% | +6+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 7,413 | $854.7K | 0.03% | −90−1.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,454 | $859.4K | 0.05% | +3,191+74.9% | Added |
| Diligent Investors, LLC | 7,468 | $861.0K | 0.20% | +10.0% | Added |
| Northwest Bancshares, Inc. | 7,496 | $864.3K | 0.15% | −266−3.4% | Reduced |
| Fiduciary Group LLC | 7,546 | $870.1K | 0.09% | −150−1.9% | Reduced |
| Future Financial Wealth Managment LLC | 7,578 | $873.7K | 0.62% | −41−0.5% | Reduced |
| Delta Financial Group, Inc. | 7,580 | $874.0K | 0.32% | −54−0.7% | Reduced |
| Abacus Planning Group, Inc. | 7,605 | $876.8K | 0.16% | −46−0.6% | Reduced |
| CBOE Vest Financial, LLC | 7,657 | $882.9K | 0.02% | +5,096+199.0% | Added |
| Cullinan Associates Inc | 7,357 | $884.3K | 0.05% | −6,082−45.3% | Reduced |
| Chapin Davis, Inc. | 7,675 | $884.9K | 0.29% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 7,675 | $884.9K | 0.83% | 00.0% | Unchanged |
| Field & Main Bank | 7,720 | $890.1K | 0.32% | +1,335+20.9% | Added |
| Frank, Rimerman Advisors LLC | 7,724 | $890.6K | 0.06% | −3,486−31.1% | Reduced |
| Sandy Spring Bank | 7,754 | $894.1K | 0.04% | +2,031+35.5% | Added |
| MidWestOne Financial Group, Inc. | 7,790 | $898.2K | 0.12% | −140−1.8% | Reduced |
| Everhart Financial Group, Inc. | 7,792 | $898.4K | 0.20% | +551+7.6% | Added |
| Hexagon Capital Partners LLC | 7,857 | $905.9K | 0.18% | −393−4.8% | Reduced |
| Whittier Trust Co | 7,866 | $906.9K | 0.01% | +30+0.4% | Added |
| Birch Hill Investment Advisors LLC | 7,888 | $909.5K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 7,906 | $912.0K | 0.16% | −138−1.7% | Reduced |
| Madden Securities Corp | 7,924 | $913.6K | 0.39% | −100−1.2% | Reduced |
| Marcum Wealth, LLC | 7,936 | $915.0K | 0.09% | −514−6.1% | Reduced |
| Cape Investment Advisory, Inc. | 7,991 | $921.4K | 0.37% | +152+1.9% | Added |
| Plan Group Financial, LLC | 8,026 | $925.4K | 0.49% | +757+10.4% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 8,046 | $927.7K | 0.16% | −72−0.9% | Reduced |
| Segment Wealth Management, LLC | 8,080 | $931.6K | 0.06% | −80−1.0% | Reduced |
| Guardian Wealth Advisors, LLC | 8,089 | $932.7K | 0.10% | −2,292−22.1% | Reduced |
| Summit Financial, LLC | 8,115 | $935.7K | 0.04% | +487+6.4% | Added |
| First National Bank & Trust Co of Newtown | 8,118 | $936.0K | 0.18% | −100−1.2% | Reduced |
| Heritage Investors Management Corp | 8,116 | $936.0K | 0.03% | −2,458−23.2% | Reduced |
| Harbour Trust & Investment Management Co | 8,124 | $936.7K | 0.11% | −186−2.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 8,132 | $937.7K | 0.03% | +134+1.7% | Added |
| BNP Paribas | 8,111 | $938.0K | 0.04% | 00.0% | Unchanged |
| Cascades Capital Asset Management, LLC | 8,151 | $939.8K | 0.52% | +8,151 | New |
| High Net Worth Advisory Group LLC | 8,169 | $942.0K | 0.26% | +100+1.2% | Added |
| Skopos Labs, Inc. | 8,262 | $952.6K | 0.31% | +55+0.7% | Added |
| Balboa Wealth Partners | 8,277 | $954.3K | 0.24% | +4,053+96.0% | Added |
| Doliver Advisors, LP | 8,313 | $958.5K | 0.26% | +185+2.3% | Added |
| Ossiam | 8,326 | $960.0K | 0.02% | +5,819+232.1% | Added |
| Summit Trail Advisors, LLC | 8,329 | $960.3K | 0.02% | +723+9.5% | Added |
| SPC Financial, Inc. | 8,347 | $962.4K | 0.08% | −91−1.1% | Reduced |
| Kovack Advisors, Inc. | 8,399 | $968.4K | 0.10% | −582−6.5% | Reduced |
| EPG Wealth Management LLC | 8,419 | $970.7K | 0.24% | +8,419 | Added |
| Parallel Advisors, LLC | 8,431 | $972.1K | 0.02% | +1,425+20.3% | Added |
| Stratos Wealth Advisors, LLC | 8,434 | $972.5K | 0.04% | +683+8.8% | Added |
| Foster Victor Wealth Advisors, LLC | 8,738 | $972.7K | 0.08% | −410−4.5% | Reduced |
| Archford Capital Strategies, LLC | 8,461 | $973.8K | 0.15% | +362+4.5% | Added |
| Visionary Horizons, LLC | 8,459 | $975.3K | 0.65% | −25−0.3% | Reduced |
| Oakworth Capital, Inc. | 8,463 | $975.8K | 0.07% | +121+1.5% | Added |
| Marshall Financial Group LLC | 8,483 | $978.1K | 0.23% | +5,206+158.9% | Added |
| Capital Advisors Inc | 8,492 | $979.1K | 0.02% | −818−8.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,495 | $979.4K | 0.13% | +187+2.3% | Added |
| Citizens Financial Group Inc | 8,503 | $980.4K | 0.02% | +216+2.6% | Added |
| Ancora Advisors, LLC | 8,515 | $981.8K | 0.02% | +1,346+18.8% | Added |
| NovaPoint Capital, LLC | 8,541 | $984.8K | 0.31% | +630+8.0% | Added |
| Gratus Wealth Advisors, LLC | 8,943 | $985.8K | 0.16% | −762−7.9% | Reduced |
| Neville Rodie & Shaw Inc | 8,631 | $995.0K | 0.07% | −375−4.2% | Reduced |
| Baldwin Investment Management, LLC | 8,633 | $995.4K | 0.12% | −215−2.4% | Reduced |
| Ameritas Investment Partners, Inc. | 8,641 | $996.3K | 0.03% | −303−3.4% | Reduced |
| Oxford Asset Management LLP | 8,647 | $997.0K | 0.83% | +8,647 | New |
| Thrive Wealth Management, LLC | 8,661 | $998.6K | 0.18% | −74−0.8% | Reduced |
| First Hawaiian Bank | 8,666 | $999.2K | 0.03% | −216−2.4% | Reduced |
| BancorpSouth Bank | 8,688 | $1.00M | 0.07% | +371+4.5% | Added |
| Tower Bridge Advisors | 8,703 | $1.00M | 0.10% | +750+9.4% | Added |
| Allred Capital Management, LLC | 8,705 | $1.00M | 0.39% | −205−2.3% | Reduced |
| Community Bank of Raymore | 8,745 | $1.01M | 0.76% | −750−7.9% | Reduced |
| Horizon Financial Services, LLC | 8,757 | $1.01M | 0.60% | +709+8.8% | Added |
| Chesley Taft & Associates LLC | 8,765 | $1.01M | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 8,790 | $1.01M | 0.02% | +516+6.2% | Added |
| Verity Asset Management, Inc. | 8,811 | $1.01M | 0.38% | +627+7.7% | Added |
| Trust Co of Virginia | 8,821 | $1.02M | 0.09% | −6−0.1% | Reduced |
| Johnson Financial Group, Inc. | 8,868 | $1.02M | 0.05% | +282+3.3% | Added |