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 |
|---|---|---|---|---|---|
| Biltmore Family Office, LLC | 11,574 | $1.33M | 0.23% | +20+0.2% | Added |
| Burkett Financial Services, LLC | 11,643 | $1.34M | 0.55% | +1,879+19.2% | Added |
| Clearbridge Investments, LLC | 11,708 | $1.35M | 0.00% | −2,096−15.2% | Reduced |
| Advisor OS, LLC | 11,718 | $1.35M | 0.13% | +713+6.5% | Added |
| LS Investment Advisors, LLC | 11,729 | $1.35M | 0.20% | −180−1.5% | Reduced |
| Paradigm Financial Partners, LLC | 12,241 | $1.36M | 0.19% | −217−1.7% | Reduced |
| EverSource Wealth Advisors, LLC | 11,906 | $1.37M | 0.09% | +231+2.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 11,916 | $1.37M | 0.12% | +43+0.4% | Added |
| JT Stratford LLC | 11,933 | $1.38M | 0.24% | +293+2.5% | Added |
| Weaver Capital Management LLC | 11,949 | $1.38M | 0.41% | +455+4.0% | Added |
| Spirit of America Management Corp | 12,000 | $1.38M | 0.28% | +50+0.4% | Added |
| Greenfield Savings Bank | 12,033 | $1.39M | 0.66% | −48−0.4% | Reduced |
| Trust Investment Advisors | 12,074 | $1.39M | 0.89% | −950−7.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 21,334 | $1.39M | 0.01% | −230−1.1% | Reduced |
| Welch Group, LLC | 12,145 | $1.40M | 0.06% | −191−1.5% | Reduced |
| Focus Financial Network, Inc. | 12,147 | $1.40M | 0.06% | −156−1.3% | Reduced |
| Silver Oak Securities, Inc | 12,109 | $1.40M | 0.15% | −1,150−8.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,196 | $1.41M | 0.02% | +809+7.1% | Added |
| Mesirow Financial Investment Management, Inc. | 12,211 | $1.41M | 0.03% | +168+1.4% | Added |
| Beech Hill Advisors, Inc. | 12,255 | $1.41M | 0.54% | −1,184−8.8% | Reduced |
| Lineweaver Wealth Advisors, LLC | 12,288 | $1.42M | 0.27% | +344+2.9% | Added |
| Allen Wealth Management, LLC | 12,293 | $1.42M | 0.98% | +195+1.6% | Added |
| NVWM, LLC | 12,332 | $1.42M | 0.36% | −141−1.1% | Reduced |
| Vinva Investment Management Ltd | 12,267 | $1.42M | 0.06% | −1,339−9.8% | Reduced |
| Vise Technologies, Inc. | 12,345 | $1.42M | 0.18% | +2,781+29.1% | Added |
| ROI Financial Advisors, LLC | 12,363 | $1.43M | 0.98% | +157+1.3% | Added |
| Atomi Financial Group, Inc. | 12,377 | $1.43M | 0.09% | +310+2.6% | Added |
| Columbia Asset Management | 12,408 | $1.43M | 0.25% | +475+4.0% | Added |
| Excalibur Management Corp | 12,417 | $1.43M | 0.55% | −54−0.4% | Reduced |
| Northeast Financial Consultants Inc | 12,422 | $1.43M | 0.06% | +50+0.4% | Added |
| F/M Investments LLC | 12,487 | $1.44M | 0.05% | −1,381−10.0% | Reduced |
| Farther Finance Advisors, LLC | 12,538 | $1.45M | 0.05% | +4,500+56.0% | Added |
| Haverford Trust Co | 12,542 | $1.45M | 0.01% | +912+7.8% | Added |
| Great Valley Advisor Group, Inc. | 12,553 | $1.45M | 0.04% | −93−0.7% | Reduced |
| Bank Ozk | 12,563 | $1.45M | 0.60% | +49+0.4% | Added |
| Brooks, Moore & Associates, Inc. | 12,583 | $1.45M | 0.86% | +12+0.1% | Added |
| Cornerstone Wealth Management, LLC | 12,638 | $1.46M | 0.10% | −122−1.0% | Reduced |
| LongView Wealth Management | 12,639 | $1.46M | 0.47% | +3,972+45.8% | Added |
| RNC Capital Management LLC | 14,575 | $1.46M | 0.08% | 00.0% | Unchanged |
| Aviva PLC | 12,674 | $1.46M | 0.00% | +432+3.5% | Added |
| Ashton Thomas Private Wealth, LLC | 12,686 | $1.46M | 0.08% | −1,306−9.3% | Reduced |
| Alpha Omega Wealth Management LLC | 12,820 | $1.48M | 0.27% | −1,409−9.9% | Reduced |
| Gables Capital Management Inc. | 12,821 | $1.48M | 0.75% | −16−0.1% | Reduced |
| Voya Financial Advisors, Inc. | 12,799 | $1.48M | 0.16% | −824−6.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 12,877 | $1.48M | 0.16% | −449−3.4% | Reduced |
| Little House Capital LLC | 12,990 | $1.50M | 0.43% | −1,224−8.6% | Reduced |
| Meeder Advisory Services, Inc. | 12,995 | $1.50M | 0.10% | +708+5.8% | Added |
| Gibson Wealth Advisors LLC | 13,000 | $1.50M | 1.22% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 13,072 | $1.51M | 0.30% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13,232 | $1.51M | 0.59% | −130−1.0% | Reduced |
| TCG Advisory Services, LLC | 13,091 | $1.51M | 0.07% | +2,245+20.7% | Added |
| Burke & Herbert Bank & Trust Co | 13,091 | $1.51M | 0.35% | −415−3.1% | Reduced |
| Wright Investors Service Inc | 13,146 | $1.52M | 0.40% | −5,263−28.6% | Reduced |
| Capital Investment Counsel, Inc | 13,161 | $1.52M | 0.22% | +571+4.5% | Added |
| Claro Advisors LLC | 13,163 | $1.52M | 0.20% | +241+1.9% | Added |
| Grandview Asset Management LLC | 13,266 | $1.53M | 0.88% | +107+0.8% | Added |
| Patten Group, Inc. | 13,345 | $1.54M | 0.34% | +635+5.0% | Added |
| Pullen Investment Management, LLC | 13,443 | $1.55M | 1.13% | +250+1.9% | Added |
| Dover Advisors, LLC | 13,535 | $1.56M | 0.89% | +1,500+12.5% | Added |
| Meridian Financial Partners LLC | 13,625 | $1.57M | 0.79% | +57+0.4% | Added |
| Studio Investment Management LLC | 13,640 | $1.57M | 0.33% | +80+0.6% | Added |
| Meridian Wealth Management, LLC | 13,703 | $1.58M | 0.08% | −61−0.4% | Reduced |
| Qtron Investments LLC | 13,706 | $1.58M | 0.22% | +4,698+52.2% | Added |
| Cullen/Frost Bankers, Inc. | 13,732 | $1.58M | 0.02% | −504−3.5% | Reduced |
| Northcape Wealth Management, LLC | 13,818 | $1.59M | 0.52% | +305+2.3% | Added |
| Jacobi Capital Management LLC | 13,870 | $1.60M | 0.12% | −167−1.2% | Reduced |
| Allianz Asset Management GmbH | 13,893 | $1.60M | 0.00% | +564+4.2% | Added |
| ZWJ Investment Counsel Inc | 13,897 | $1.60M | 0.07% | 00.0% | Unchanged |
| Donaldson Capital Management, LLC | 13,898 | $1.60M | 0.06% | −146−1.0% | Reduced |
| Vident Advisory, LLC | 13,970 | $1.61M | 0.04% | +2,141+18.1% | Added |
| Point72 (DIFC) Ltd | 14,052 | $1.62M | 0.13% | +14,052 | New |
| Trust Co of Vermont | 14,052 | $1.62M | 0.08% | −10.0% | Reduced |
| Chemung Canal Trust Co | 14,145 | $1.63M | 0.33% | +352+2.6% | Added |
| Horizon Investments, LLC | 14,156 | $1.63M | 0.04% | −49−0.3% | Reduced |
| Wagner Wealth Management, LLC | 14,271 | $1.65M | 0.44% | −5,551−28.0% | Reduced |
| RMR Wealth Builders | 14,372 | $1.66M | 0.18% | −229−1.6% | Reduced |
| Formidable Asset Management, LLC | 14,429 | $1.66M | 0.27% | +361+2.6% | Added |
| Wealth Dimensions Group, Ltd. | 14,460 | $1.67M | 0.42% | −99−0.7% | Reduced |
| Atlanta Consulting Group Advisors, LLC | 14,469 | $1.67M | 0.41% | +8,466+141.0% | Added |
| Private Trust Co NA | 14,523 | $1.67M | 0.17% | −20.0% | Reduced |
| Sherbrooke Park Advisers LLC | 14,533 | $1.68M | 0.38% | +14,533 | New |
| Jump Financial, LLC | 14,545 | $1.68M | 0.03% | +10,649+273.3% | Added |
| Quest Partners LLC | 14,549 | $1.68M | 0.15% | +14,549 | New |
| Silvercrest Asset Management Group LLC | 14,605 | $1.68M | 0.01% | −75−0.5% | Reduced |
| RMB Capital Management, LLC | 14,690 | $1.69M | 0.04% | −479−3.2% | Reduced |
| SevenBridge Financial Group, LLC | 15,078 | $1.70M | 0.33% | +1,391+10.2% | Added |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.70M | 0.20% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 14,743 | $1.70M | 0.14% | −9−0.1% | Reduced |
| Paradigm Asset Management Co LLC | 14,900 | $1.72M | 0.45% | 00.0% | Unchanged |
| RFG Advisory, LLC | 14,934 | $1.72M | 0.05% | −593−3.8% | Reduced |
| Wealthcare Advisory Partners LLC | 14,983 | $1.73M | 0.05% | +1,281+9.3% | Added |
| Walleye Capital LLC | 15,005 | $1.73M | 0.02% | −45,452−75.2% | Reduced |
| NTV Asset Management LLC | 15,019 | $1.73M | 0.23% | +810+5.7% | Added |
| Miller Howard Investments Inc | 15,073 | $1.74M | 0.05% | +2,188+17.0% | Added |
| Bull Street Advisors, LLC | 15,078 | $1.74M | 0.81% | −160−1.1% | Reduced |
| GYL Financial Synergies, LLC | 15,128 | $1.74M | 0.13% | −746−4.7% | Reduced |
| StoneX Group Inc. | 15,145 | $1.75M | 0.13% | −1,125−6.9% | Reduced |
| King Luther Capital Management Corp | 15,190 | $1.75M | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 15,192 | $1.75M | 0.01% | +5,019+49.3% | Added |
| Verdence Capital Advisors LLC | 15,253 | $1.76M | 0.14% | −6,247−29.1% | Reduced |