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 |
|---|---|---|---|---|---|
| Gibbs Wealth Management | 8,888 | $1.02M | 0.33% | +1,189+15.4% | Added |
| Bank of Hawaii | 8,888 | $1.02M | 0.04% | −1,194−11.8% | Reduced |
| Pensionmark Financial Group, LLC | 8,897 | $1.03M | 0.03% | −2,967−25.0% | Reduced |
| Western Wealth Management, LLC | 8,925 | $1.03M | 0.06% | +172+2.0% | Added |
| Dark Forest Capital Management LP | 8,937 | $1.03M | 0.13% | +6,874+333.2% | Added |
| Modern Wealth Management, LLC | 8,955 | $1.03M | 0.06% | +901+11.2% | Added |
| Stephenson National Bank & Trust | 9,042 | $1.04M | 0.33% | +154+1.7% | Added |
| Checchi Capital Advisers, LLC | 9,055 | $1.04M | 0.08% | +61+0.7% | Added |
| Wetherby Asset Management Inc | 9,067 | $1.05M | 0.05% | −736−7.5% | Reduced |
| SageView Advisory Group, LLC | 9,074 | $1.05M | 0.05% | −4,414−32.7% | Reduced |
| Ninepoint Partners LP | 9,107 | $1.05M | 0.14% | +9,107 | New |
| Morningstar Investment Management LLC | 9,128 | $1.05M | 0.10% | −64−0.7% | Reduced |
| Grimes & Company, Inc. | 9,136 | $1.05M | 0.03% | +938+11.4% | Added |
| Journey Advisory Group, LLC | 10,510 | $1.05M | 0.13% | +251+2.4% | Added |
| Shepherd Kaplan Krochuk, LLC | 9,194 | $1.06M | 0.80% | −1,256−12.0% | Reduced |
| Outfitter Financial LLC | 9,250 | $1.07M | 0.88% | −250−2.6% | Reduced |
| Avantax Planning Partners, Inc. | 9,277 | $1.07M | 0.04% | −7,194−43.7% | Reduced |
| Mitchell Sinkler & Starr | 11,853 | $1.07M | 0.27% | +1,222+11.5% | Added |
| Beacon Financial Advisory LLC | 9,310 | $1.07M | 0.37% | −43−0.5% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,349 | $1.08M | 0.39% | +107+1.2% | Added |
| Keynote Financial Services LLC | 9,373 | $1.08M | 0.83% | −71−0.8% | Reduced |
| Peoples Financial Services Corp. | 9,378 | $1.08M | 0.49% | −116−1.2% | Reduced |
| Intrust Bank NA | 9,399 | $1.08M | 0.11% | −923−8.9% | Reduced |
| Winthrop Capital Management, LLC | 9,443 | $1.09M | 0.52% | +651+7.4% | Added |
| Capital Square, LLC | 9,462 | $1.09M | 0.66% | +586+6.6% | Added |
| Fca Corp | 9,483 | $1.09M | 0.34% | +6,689+239.4% | Added |
| Inspire Trust Co, N.A. | 9,500 | $1.10M | 0.30% | −347−3.5% | Reduced |
| Widmann Financial Services, Inc. | 9,504 | $1.10M | 0.83% | 00.0% | Unchanged |
| Cooper Financial Group | 9,505 | $1.10M | 0.14% | −2,789−22.7% | Reduced |
| Sumitomo Life Insurance Co | 9,510 | $1.10M | 0.02% | +262+2.8% | Added |
| Stableford Capital II LLC | 9,645 | $1.10M | 0.44% | −1,075−10.0% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 9,601 | $1.11M | 0.80% | +9,601 | New |
| Kellett Schaffner Wealth Advisors LLC | 9,623 | $1.11M | 0.79% | −30.0% | Reduced |
| United Bank | 9,637 | $1.11M | 0.13% | +192+2.0% | Added |
| CFS Investment Advisory Services, LLC | 9,659 | $1.11M | 0.09% | −10−0.1% | Reduced |
| Radnor Capital Management, LLC | 9,703 | $1.12M | 0.17% | +1,915+24.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,727 | $1.12M | 0.00% | +9,727 | New |
| Change Path, LLC | 9,739 | $1.12M | 0.04% | +3,492+55.9% | Added |
| Fox Run Management, L.L.C. | 9,739 | $1.12M | 0.25% | +5,285+118.7% | Added |
| Hayek Kallen Investment Management | 9,745 | $1.12M | 0.40% | +54+0.6% | Added |
| Valmark Advisers, Inc. | 9,769 | $1.13M | 0.02% | +220+2.3% | Added |
| My Legacy Advisors, LLC | 9,792 | $1.13M | 0.45% | −2,016−17.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,826 | $1.13M | 0.07% | +2,613+36.2% | Added |
| Delta Financial Advisors LLC | 9,843 | $1.13M | 0.41% | −178−1.8% | Reduced |
| GAMMA Investing LLC | 9,857 | $1.14M | 0.11% | +2,605+35.9% | Added |
| Edge Capital Group, LLC | 9,857 | $1.14M | 0.05% | −256−2.5% | Reduced |
| Sollinda Capital Management LLC | 9,861 | $1.14M | 0.32% | −573−5.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 9,863 | $1.14M | 0.08% | −1,827−15.6% | Reduced |
| Precedent Wealth Partners, LLC | 9,884 | $1.14M | 0.38% | +1,409+16.6% | Added |
| First Dallas Securities Inc. | 9,908 | $1.14M | 0.48% | −924−8.5% | Reduced |
| Smartleaf Asset Management LLC | 9,901 | $1.15M | 0.14% | +1,571+18.9% | Added |
| Newbridge Financial Services Group, Inc. | 10,012 | $1.15M | 0.41% | +8,016+401.6% | Added |
| Federation des caisses Desjardins du Quebec | 10,085 | $1.16M | 0.01% | +174+1.8% | Added |
| Whalerock Point Partners, LLC | 10,127 | $1.17M | 0.28% | −48−0.5% | Reduced |
| Trust Co of the South | 10,140 | $1.17M | 0.25% | 00.0% | Unchanged |
| Chicago Capital, LLC | 10,163 | $1.17M | 0.03% | +93+0.9% | Added |
| HBK Sorce Advisory LLC | 10,187 | $1.17M | 0.04% | −491−4.6% | Reduced |
| JBR Co Financial Management Inc | 10,204 | $1.18M | 0.77% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 10,294 | $1.19M | 0.41% | −975−8.7% | Reduced |
| Old National Bancorp | 10,326 | $1.19M | 0.03% | −672−6.1% | Reduced |
| Keystone Financial Group | 10,332 | $1.19M | 0.15% | +677+7.0% | Added |
| MSH Capital Advisors LLC | 10,343 | $1.19M | 0.36% | +30.0% | Added |
| Souders Financial Advisors | 10,352 | $1.19M | 0.17% | +31+0.3% | Added |
| Ransom Advisory, Ltd | 10,412 | $1.20M | 0.56% | −50−0.5% | Reduced |
| Allen Capital Group, LLC | 10,442 | $1.20M | 0.15% | −290−2.7% | Reduced |
| WCG Wealth Advisors LLC | 10,453 | $1.21M | 0.08% | +10,453 | New |
| Bridgefront Capital, LLC | 10,476 | $1.21M | 0.47% | +10,476 | New |
| Insigneo Advisory Services, LLC | 10,495 | $1.21M | 0.12% | +412+4.1% | Added |
| Belpointe Asset Management LLC | 10,514 | $1.21M | 0.07% | +3,525+50.4% | Added |
| BFSG, LLC | 10,517 | $1.21M | 0.14% | −235−2.2% | Reduced |
| CAPROCK Group, Inc. | 10,537 | $1.21M | 0.04% | +2,115+25.1% | Added |
| First Trust Investment Solutions L.P. | 10,545 | $1.22M | 0.14% | +2,004+23.5% | Added |
| TCW Group Inc | 10,547 | $1.22M | 0.01% | −252−2.3% | Reduced |
| Perigon Wealth Management, LLC | 10,551 | $1.22M | 0.03% | +2,184+26.1% | Added |
| Kempen Capital Management N.V. | 10,586 | $1.22M | 0.01% | +10,586 | New |
| Portside Wealth Group, LLC | 10,695 | $1.23M | 0.21% | +579+5.7% | Added |
| BayBridge Capital Group, LLC | 10,794 | $1.24M | 0.90% | +10,794 | New |
| Convergence Financial, LLC | 10,794 | $1.24M | 0.26% | +1,538+16.6% | Added |
| First National Advisers, LLC | 10,816 | $1.25M | 0.20% | +2,395+28.4% | Added |
| Evermay Wealth Management LLC | 10,872 | $1.25M | 0.20% | −197−1.8% | Reduced |
| First National Corp | 10,969 | $1.26M | 0.28% | −862−7.3% | Reduced |
| LMG Wealth Partners, LLC | 10,994 | $1.27M | 0.29% | 00.0% | Unchanged |
| 1st Source Bank | 11,043 | $1.27M | 0.07% | −138−1.2% | Reduced |
| Reuter James Wealth Management, LLC | 11,048 | $1.27M | 0.23% | −1,636−12.9% | Reduced |
| Mystic Asset Management, Inc. | 11,060 | $1.28M | 0.48% | +6+0.1% | Added |
| Fiduciary Trust Co | 11,080 | $1.28M | 0.02% | −27−0.2% | Reduced |
| Arkadios Wealth Advisors | 11,089 | $1.28M | 0.07% | +1,747+18.7% | Added |
| Ingalls & Snyder LLC | 11,114 | $1.28M | 0.05% | −3,082−21.7% | Reduced |
| Arbor Investment Advisors, LLC | 11,141 | $1.28M | 0.17% | +7,086+174.7% | Added |
| Machina Capital S.A.S. | 11,168 | $1.29M | 0.51% | +11,168 | New |
| Sawyer & Company, Inc | 11,192 | $1.29M | 0.48% | −305−2.7% | Reduced |
| Schechter Investment Advisors, LLC | 11,231 | $1.29M | 0.10% | −50−0.4% | Reduced |
| First Manhattan Co | 11,231 | $1.29M | 0.00% | +561+5.3% | Added |
| First City Capital Management, Inc. | 11,264 | $1.30M | 0.67% | −560−4.7% | Reduced |
| LCNB Corp | 11,442 | $1.32M | 0.47% | −66−0.6% | Reduced |
| Wedmont Private Capital | 12,018 | $1.32M | 0.08% | +1,530+14.6% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,510 | $1.33M | 0.13% | −1,216−9.6% | Reduced |
| Novare Capital Management LLC | 11,561 | $1.33M | 0.11% | +53+0.5% | Added |
| Mount Yale Investment Advisors, LLC | 11,564 | $1.33M | 0.13% | −1,690−12.8% | Reduced |
| Taylor Hoffman Capital Management LLC | 11,574 | $1.33M | 0.51% | +11,574 | New |