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 |
|---|---|---|---|---|---|
| Physicians Financial Services, Inc. | 19,521 | $2.25M | 0.70% | −699−3.5% | Reduced |
| Hamel Associates, Inc. | 19,547 | $2.25M | 0.69% | −275−1.4% | Reduced |
| Centiva Capital, LP | 19,613 | $2.26M | 0.10% | +19,613 | New |
| Marks Group Wealth Management, Inc | 19,683 | $2.27M | 0.22% | −238−1.2% | Reduced |
| Successful Portfolios LLC | 19,707 | $2.27M | 1.54% | −76−0.4% | Reduced |
| Moloney Securities Asset Management, LLC | 19,715 | $2.27M | 0.30% | −738−3.6% | Reduced |
| WealthShield Partners, LLC | 19,723 | $2.27M | 0.31% | −707−3.5% | Reduced |
| Compagnie Lombard Odier SCmA | 19,750 | $2.28M | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 19,815 | $2.28M | 0.01% | −681−3.3% | Reduced |
| Good Life Advisors, LLC | 19,820 | $2.29M | 0.14% | +1,491+8.1% | Added |
| Adalta Capital Management LLC | 19,831 | $2.29M | 1.18% | +3,476+21.3% | Added |
| apricus wealth, LLC | 19,886 | $2.29M | 1.51% | +983+5.2% | Added |
| Aviance Capital Partners, LLC | 19,919 | $2.30M | 0.30% | +46+0.2% | Added |
| Campbell & CO Investment Adviser LLC | 19,932 | $2.30M | 0.17% | +19,932 | New |
| BW Gestao de Investimentos Ltda. | 20,000 | $2.31M | 0.38% | +20,000 | New |
| Mechanics Bank Trust Department | 20,001 | $2.31M | 0.31% | −113−0.6% | Reduced |
| L & S Advisors Inc | 20,093 | $2.32M | 0.24% | −4,145−17.1% | Reduced |
| Strategic Blueprint, LLC | 20,108 | $2.32M | 0.14% | −1,308−6.1% | Reduced |
| Cornerstone Wealth Group, LLC | 20,203 | $2.33M | 0.19% | −155−0.8% | Reduced |
| Clarkston Capital Partners, LLC | 20,210 | $2.33M | 0.04% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 20,821 | $2.40M | 0.69% | −902−4.2% | Reduced |
| Ti-Trust, Inc | 20,854 | $2.40M | 1.72% | −10.0% | Reduced |
| Woodard & Co Asset Management Group Inc | 21,005 | $2.42M | 0.54% | −2,062−8.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 21,057 | $2.43M | 0.10% | −1,494−6.6% | Reduced |
| TD Waterhouse Canada Inc. | 22,007 | $2.43M | 0.02% | −10,777−32.9% | Reduced |
| BLB&B Advisors, LLC | 21,253 | $2.45M | 0.13% | −1,019−4.6% | Reduced |
| Harbour Investments, Inc. | 21,264 | $2.45M | 0.07% | +856+4.2% | Added |
| FourThought Financial Partners, LLC | 21,316 | $2.46M | 0.29% | +123+0.6% | Added |
| 1832 Asset Management L.P. | 21,580 | $2.49M | 0.00% | +1,119+5.5% | Added |
| KKM Financial LLC | 21,583 | $2.49M | 1.23% | +1,399+6.9% | Added |
| Stiles Financial Services Inc | 21,602 | $2.49M | 0.88% | +836+4.0% | Added |
| Massmutual Trust Co FSB | 21,784 | $2.51M | 0.07% | +240+1.1% | Added |
| Patrick Mauro Investment Advisor, INC. | 21,821 | $2.52M | 1.33% | −8,219−27.4% | Reduced |
| BKD Wealth Advisors, LLC | 22,168 | $2.56M | 0.06% | +632+2.9% | Added |
| Sound View Wealth Advisors Group, LLC | 22,190 | $2.56M | 0.21% | +2,007+9.9% | Added |
| Equitable Holdings, Inc. | 22,215 | $2.56M | 0.02% | −4,903−18.1% | Reduced |
| Mutual Advisors, LLC | 21,544 | $2.56M | 0.07% | −1,909−8.1% | Reduced |
| Modera Wealth Management, LLC | 22,246 | $2.56M | 0.03% | +593+2.7% | Added |
| IHT Wealth Management, LLC | 22,292 | $2.57M | 0.07% | +3,354+17.7% | Added |
| Creative Financial Designs Inc | 22,390 | $2.58M | 0.22% | −546−2.4% | Reduced |
| iA Global Asset Management Inc. | 22,652 | $2.61M | 0.05% | +588+2.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 22,857 | $2.64M | 0.18% | −2,036−8.2% | Reduced |
| Forte Capital LLC | 22,866 | $2.64M | 0.30% | −722−3.1% | Reduced |
| Wealth Group, Ltd. | 22,890 | $2.64M | 1.77% | +205+0.9% | Added |
| Lee Danner & Bass Inc | 22,928 | $2.64M | 0.19% | +900+4.1% | Added |
| Resources Management Corp | 23,050 | $2.66M | 0.36% | −418−1.8% | Reduced |
| Te Ahumairangi Investment Management Ltd | 23,349 | $2.68M | 0.47% | +1,250+5.7% | Added |
| Hilltop Holdings Inc. | 23,388 | $2.70M | 0.18% | +8,699+59.2% | Added |
| Dakota Wealth Management | 23,418 | $2.70M | 0.06% | +1,781+8.2% | Added |
| Shoker Investment Counsel, Inc. | 23,541 | $2.71M | 0.91% | −677−2.8% | Reduced |
| Segall Bryant & Hamill, LLC | 23,583 | $2.72M | 0.04% | +23,583 | New |
| Counterweight Ventures, LLC | 23,590 | $2.72M | 1.92% | +13,976+145.4% | Added |
| Old North State Wealth Management, LLC | 23,564 | $2.72M | 1.52% | −1,227−4.9% | Reduced |
| Bank & Trust Co | 23,674 | $2.73M | 2.21% | −105−0.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 23,689 | $2.73M | 1.47% | −859−3.5% | Reduced |
| Bleakley Financial Group, LLC | 23,704 | $2.73M | 0.08% | −532−2.2% | Reduced |
| Pinnacle Associates Ltd | 28,238 | $2.74M | 0.05% | −4,830−14.6% | Reduced |
| Home Federal Bank of Tennessee | 23,835 | $2.75M | 0.79% | −4,650−16.3% | Reduced |
| MAI Capital Management | 23,980 | $2.76M | 0.03% | −6,415−21.1% | Reduced |
| Brown Brothers Harriman & Co | 24,050 | $2.77M | 0.02% | −584−2.4% | Reduced |
| Garrett Investment Advisors LLC | 24,095 | $2.78M | 0.28% | +604+2.6% | Added |
| Orleans Capital Management Corp | 24,122 | $2.78M | 1.58% | +778+3.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,241 | $2.79M | 0.03% | +1,056+4.6% | Added |
| Sciencast Management LP | 24,277 | $2.80M | 0.83% | +14,493+148.1% | Added |
| Jarislowsky, Fraser Ltd | 24,383 | $2.81M | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 24,468 | $2.82M | 0.07% | −93−0.4% | Reduced |
| Franklin Street Advisors Inc | 24,474 | $2.82M | 0.19% | −145−0.6% | Reduced |
| ING Groep NV | 24,499 | $2.82M | 0.02% | +24,499 | New |
| Iowa State Bank | 24,730 | $2.85M | 0.59% | −1,791−6.8% | Reduced |
| Rodgers Brothers Inc. | 24,775 | $2.86M | 0.36% | 00.0% | Unchanged |
| Toroso Investments, LLC | 24,787 | $2.86M | 0.03% | +719+3.0% | Added |
| Fox Hill Wealth Management | 24,811 | $2.86M | 1.58% | +5,694+29.8% | Added |
| Aspire Private Capital, LLC | 24,865 | $2.87M | 0.68% | −420−1.7% | Reduced |
| HighPoint Advisor Group LLC | 24,899 | $2.87M | 0.17% | −3,382−12.0% | Reduced |
| Buckingham Strategic Partners | 24,948 | $2.88M | 0.06% | +1,909+8.3% | Added |
| Ascent Group, LLC | 24,952 | $2.88M | 0.22% | −2,154−7.9% | Reduced |
| Tradewinds, LLC. | 25,267 | $2.91M | 0.90% | +291+1.2% | Added |
| Live Oak Private Wealth LLC | 25,481 | $2.94M | 0.48% | +1,492+6.2% | Added |
| Evercore Wealth Management, LLC | 25,567 | $2.95M | 0.04% | −1,450−5.4% | Reduced |
| Investment Management Corp of Ontario | 25,576 | $2.95M | 0.07% | +8,400+48.9% | Added |
| Naples Global Advisors, LLC | 25,601 | $2.95M | 0.27% | +397+1.6% | Added |
| Wealthspire Advisors, LLC | 25,626 | $2.95M | 0.03% | −644−2.5% | Reduced |
| Cypress Capital Group | 25,635 | $2.96M | 0.33% | −6,620−20.5% | Reduced |
| Equitable Trust Co | 25,835 | $2.98M | 0.19% | +5,599+27.7% | Added |
| Vaughan Nelson Investment Management, L.P. | 25,850 | $2.98M | 0.03% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 26,030 | $3.00M | 0.92% | +22+0.1% | Added |
| Mill Capital Management, LLC | 26,125 | $3.01M | 0.24% | −560−2.1% | Reduced |
| Brevan Howard Capital Management LP | 26,134 | $3.01M | 0.15% | +19,213+277.6% | Added |
| Rowland & Co Investment Counsel | 26,315 | $3.03M | 0.62% | +14+0.1% | Added |
| Dynamic Advisor Solutions LLC | 26,444 | $3.05M | 0.09% | −966−3.5% | Reduced |
| Empirical Finance, LLC | 26,490 | $3.05M | 0.18% | +564+2.2% | Added |
| Guardian Capital LP | 26,566 | $3.06M | 0.11% | +800+3.1% | Added |
| Stonegate Investment Group, LLC | 26,577 | $3.06M | 0.08% | +284+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 26,620 | $3.07M | 0.14% | +3,113+13.2% | Added |
| Omers Administration Corp | 26,709 | $3.08M | 0.03% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 26,818 | $3.09M | 0.29% | −121−0.4% | Reduced |
| Worldquant Millennium Advisors LLC | 27,013 | $3.11M | 0.02% | +8,732+47.8% | Added |
| Old North State Trust, LLC | 27,125 | $3.13M | 2.54% | +169+0.6% | Added |
| Veriti Management LLC | 27,285 | $3.15M | 0.17% | +5,071+22.8% | Added |
| Trust Co of Toledo NA | 27,400 | $3.16M | 0.43% | −159−0.6% | Reduced |