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 |
|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,287 | $1.76M | 0.27% | +443+3.0% | Added |
| Jupiter Asset Management Ltd | 15,311 | $1.77M | 0.02% | −114,217−88.2% | Reduced |
| Prosperity Consulting Group, LLC | 15,380 | $1.77M | 0.14% | +15,380 | New |
| Exencial Wealth Advisors, LLC | 15,404 | $1.78M | 0.06% | −199−1.3% | Reduced |
| Twin City Private Wealth, LLC | 15,405 | $1.78M | 1.54% | −930−5.7% | Reduced |
| Norway Savings Bank | 15,408 | $1.78M | 0.96% | −609−3.8% | Reduced |
| Oak Harbor Wealth Partners, LLC | 15,423 | $1.78M | 0.52% | +50.0% | Added |
| Cunning Capital Partners, LP | 15,435 | $1.78M | 0.94% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 15,530 | $1.79M | 0.04% | +1,842+13.5% | Added |
| Courier Capital LLC | 15,597 | $1.80M | 0.12% | +1,151+8.0% | Added |
| Ballast, Inc. | 15,646 | $1.80M | 0.51% | −112−0.7% | Reduced |
| Fundamentun, LLC | 15,647 | $1.80M | 0.13% | −10−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 15,673 | $1.81M | 0.32% | +960+6.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,693 | $1.81M | 0.11% | −1,613−9.3% | Reduced |
| Wedbush Securities Inc | 15,696 | $1.81M | 0.07% | −4,220−21.2% | Reduced |
| Proequities, Inc. | 15,750 | $1.82M | 0.11% | −1,226−7.2% | Reduced |
| Pacitti Group Inc. | 15,777 | $1.82M | 0.86% | +3,347+26.9% | Added |
| Bradley Foster & Sargent Inc | 15,779 | $1.82M | 0.03% | +295+1.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 15,833 | $1.83M | 0.02% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 15,833 | $1.83M | 0.02% | +15,833 | New |
| Hartford Funds Management Co LLC | 15,866 | $1.83M | 0.17% | −2,104−11.7% | Reduced |
| WealthTrust Axiom LLC | 15,908 | $1.83M | 0.54% | −274−1.7% | Reduced |
| Hanson & Doremus Investment Management | 15,962 | $1.84M | 0.29% | −1,233−7.2% | Reduced |
| Private Wealth Partners, LLC | 15,982 | $1.84M | 0.15% | +93+0.6% | Added |
| Summit Global Investments | 16,009 | $1.85M | 0.12% | +16,009 | New |
| Cbre Clarion Securities LLC | 16,069 | $1.85M | 0.03% | −397,599−96.1% | Reduced |
| Scientech Research LLC | 16,097 | $1.86M | 0.37% | +16,097 | New |
| Nepsis, Inc. | 16,129 | $1.86M | 0.44% | −169−1.0% | Reduced |
| Hudson Valley Investment Advisors Inc | 16,172 | $1.86M | 0.21% | −6,338−28.2% | Reduced |
| Community Bank & Trust, Waco, Texas | 16,177 | $1.86M | 0.42% | −295−1.8% | Reduced |
| Park National Corp | 16,222 | $1.87M | 0.07% | −40.0% | Reduced |
| Integrated Advisors Network LLC | 16,258 | $1.87M | 0.09% | +134+0.8% | Added |
| Pettyjohn, Wood & White, Inc | 16,301 | $1.88M | 0.35% | −351−2.1% | Reduced |
| Signaturefd, LLC | 16,326 | $1.88M | 0.04% | −283−1.7% | Reduced |
| Confluence Wealth Services, Inc. | 16,329 | $1.88M | 0.14% | +948+6.2% | Added |
| Wolff Wiese Magana LLC | 16,338 | $1.88M | 1.29% | +21+0.1% | Added |
| First National Trust Co | 16,412 | $1.89M | 0.07% | −354−2.1% | Reduced |
| Groupama Asset Managment | – | $1.91M | 0.05% | – | New |
| Platform Technology Partners | 16,551 | $1.91M | 0.60% | +140+0.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 16,598 | $1.91M | 0.07% | +75+0.5% | Added |
| Empowered Funds, LLC | 16,601 | $1.91M | 0.03% | +1,432+9.4% | Added |
| SWS Partners | 16,627 | $1.92M | 0.61% | −7,477−31.0% | Reduced |
| Armor Investment Advisors, LLC | 16,649 | $1.92M | 0.80% | −1,372−7.6% | Reduced |
| Harmony Asset Management LLC | 16,671 | $1.92M | 0.71% | +932+5.9% | Added |
| Essex Financial Services, Inc. | 16,041 | $1.92M | 0.14% | −3,716−18.8% | Reduced |
| SG Americas Securities, LLC | 16,702 | $1.93M | 0.01% | −180,177−91.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 16,787 | $1.94M | 0.40% | +11+0.1% | Added |
| Advisory Alpha, LLC | 16,792 | $1.94M | 0.07% | +1,651+10.9% | Added |
| Advanced Asset Management Advisors Inc | 19,349 | $1.94M | 0.52% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 16,908 | $1.95M | 0.59% | +1,161+7.4% | Added |
| London Co of Virginia | 16,961 | $1.96M | 0.01% | 00.0% | Unchanged |
| Jeppson Wealth Management, LLC | 16,981 | $1.96M | 0.70% | +105+0.6% | Added |
| Symphony Financial, Ltd. Co. | 16,903 | $1.96M | 0.32% | −841−4.7% | Reduced |
| Foundations Investment Advisors, LLC | 17,002 | $1.96M | 0.04% | +3,656+27.4% | Added |
| Argent Advisors, Inc. | 17,072 | $1.97M | 0.73% | +154+0.9% | Added |
| McMahon Financial Advisors, LLC | 17,076 | $1.97M | 0.43% | −564−3.2% | Reduced |
| First County Bank | 17,250 | $1.99M | 0.98% | −4,464−20.6% | Reduced |
| Westpac Banking Corp | 17,317 | $2.00M | 0.13% | −180−1.0% | Reduced |
| Mission Wealth Management, LP | 17,379 | $2.00M | 0.05% | +2,292+15.2% | Added |
| Marino, Stram & Associates LLC | 17,405 | $2.01M | 0.45% | +149+0.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 17,444 | $2.01M | 0.70% | −321−1.8% | Reduced |
| Virtu Financial LLC | 17,455 | $2.01M | 0.11% | +17,455 | New |
| Chiron Investment Management, LLC | 17,484 | $2.02M | 0.71% | +17,484 | New |
| ISAM Funds (UK) Ltd | 17,570 | $2.03M | 1.15% | +17,570 | New |
| TSP Capital Management Group, LLC | 17,579 | $2.03M | 0.63% | −127−0.7% | Reduced |
| GTS Securities LLC | 17,591 | $2.03M | 0.04% | +12,327+234.2% | Added |
| Wealth Alliance | 17,668 | $2.04M | 0.24% | −5,728−24.5% | Reduced |
| Old Port Advisors | 17,700 | $2.04M | 0.57% | −168−0.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 17,707 | $2.04M | 0.44% | +17,707 | New |
| GeoWealth Management, LLC | 17,712 | $2.04M | 0.07% | +1,690+10.5% | Added |
| Jaffetilchin Investment Partners, LLC | 17,869 | $2.06M | 0.16% | +532+3.1% | Added |
| Heritage Wealth Management, Inc. | 17,911 | $2.07M | 0.68% | −1,054−5.6% | Reduced |
| LVW Advisors, LLC | 17,954 | $2.07M | 0.27% | +873+5.1% | Added |
| Ipswich Investment Management Co., Inc. | 17,965 | $2.07M | 0.48% | +15+0.1% | Added |
| Randolph Co Inc | 17,978 | $2.07M | 0.24% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 18,008 | $2.08M | 0.26% | −46−0.3% | Reduced |
| Ameritas Advisory Services, LLC | 18,133 | $2.09M | 0.09% | −2,371−11.6% | Reduced |
| Raleigh Capital Management Inc. | 18,136 | $2.09M | 0.81% | −7,995−30.6% | Reduced |
| Ronald Blue Trust, Inc. | 20,864 | $2.09M | 0.03% | +6,278+43.0% | Added |
| Norden Group LLC | 18,158 | $2.09M | 0.25% | +10,949+151.9% | Added |
| Hartford Financial Management Inc. | 18,183 | $2.10M | 0.43% | −171−0.9% | Reduced |
| Leo Wealth, LLC | 18,190 | $2.10M | 0.19% | +1,198+7.1% | Added |
| AMG National Trust Bank | 18,306 | $2.11M | 0.06% | −8,300−31.2% | Reduced |
| Ledgewood Wealth Advisors, LLC | 18,404 | $2.12M | 1.43% | +1,000+5.7% | Added |
| Assetmark, Inc | 18,470 | $2.13M | 0.01% | −28,924−61.0% | Reduced |
| Smith, Moore & Co. | 18,481 | $2.13M | 0.20% | −202−1.1% | Reduced |
| United Services Automobile Association | 18,630 | $2.15M | 0.05% | −4,113−18.1% | Reduced |
| Hardin Capital Partners, LLC | 19,421 | $2.15M | 1.22% | +65+0.3% | Added |
| Green Square Capital Advisors LLC | 18,630 | $2.16M | 0.30% | −644−3.3% | Reduced |
| City Holding Co | 18,862 | $2.17M | 0.30% | −404−2.1% | Reduced |
| Greenleaf Trust | 18,925 | $2.18M | 0.02% | +958+5.3% | Added |
| Davis Investment Partners, LLC | 18,743 | $2.19M | 0.92% | +12+0.1% | Added |
| First Personal Financial Services | 18,989 | $2.19M | 0.46% | +507+2.7% | Added |
| Canandaigua National Bank & Trust Co | 18,991 | $2.19M | 0.21% | −712−3.6% | Reduced |
| Harbor Capital Advisors, Inc. | 19,005 | $2.19M | 0.10% | +95+0.5% | Added |
| Aigen Investment Management, LP | 19,023 | $2.19M | 0.43% | +13,557+248.0% | Added |
| Certified Advisory Corp | 19,051 | $2.20M | 0.24% | +1,904+11.1% | Added |
| Cannon Wealth Management Services, LLC | 19,265 | $2.22M | 2.03% | +19,265 | New |
| Valeo Financial Advisors, LLC | 19,406 | $2.24M | 0.06% | +224+1.2% | Added |
| Glenview Trust Co | 19,478 | $2.25M | 0.04% | +1,327+7.3% | Added |