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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 27,485 | $3.17M | 0.39% | −2,354−7.9% | Reduced |
| We Are One Seven, LLC | 27,664 | $3.19M | 0.14% | +3,569+14.8% | Added |
| Constitution Capital LLC | 27,674 | $3.19M | 1.70% | +515+1.9% | Added |
| Lakeview Capital Partners, LLC | 27,863 | $3.21M | 0.51% | −7,204−20.5% | Reduced |
| Employees Retirement System of Texas | 27,899 | $3.22M | 0.03% | +27,899 | New |
| Texas Yale Capital Corp. | 28,208 | $3.25M | 0.14% | +401+1.4% | Added |
| Advisors Management Group Inc | 28,277 | $3.26M | 0.77% | +98+0.3% | Added |
| Sequoia Financial Advisors, LLC | 28,436 | $3.28M | 0.04% | +4,728+19.9% | Added |
| Nisa Investment Advisors, LLC | 28,486 | $3.28M | 0.02% | −4,466−13.6% | Reduced |
| AE Wealth Management LLC | 28,507 | $3.29M | 0.03% | −11,664−29.0% | Reduced |
| Shepherd Financial Partners LLC | 28,515 | $3.29M | 0.40% | +1,013+3.7% | Added |
| Stamos Capital Partners, L.P. | 28,600 | $3.30M | 0.78% | −10,150−26.2% | Reduced |
| TrinityPoint Wealth, LLC | 28,616 | $3.30M | 0.47% | −78−0.3% | Reduced |
| Fairhaven Wealth Management, LLC | 28,679 | $3.31M | 1.01% | +27+0.1% | Added |
| IFP Advisors, Inc | 28,711 | $3.31M | 0.12% | −12,503−30.3% | Reduced |
| Bailard, Inc. | 28,782 | $3.32M | 0.09% | +2,835+10.9% | Added |
| Asio Capital, LLC | 28,871 | $3.33M | 0.63% | +28,871 | New |
| Credit Agricole S A | 28,970 | $3.34M | 0.02% | −11,048−27.6% | Reduced |
| First National Bank of Omaha | 28,973 | $3.34M | 0.21% | −1,581−5.2% | Reduced |
| Axxcess Wealth Management, LLC | 29,212 | $3.37M | 0.09% | −298−1.0% | Reduced |
| Trustmark National Bank Trust Department | 29,353 | $3.38M | 0.26% | +1,866+6.8% | Added |
| Everence Capital Management Inc | 29,394 | $3.39M | 0.21% | 00.0% | Unchanged |
| Norinchukin Bank, The | 29,460 | $3.40M | 0.08% | +3,092+11.7% | Added |
| Triangle Securities Wealth Management | 29,569 | $3.41M | 0.88% | −700−2.3% | Reduced |
| Greenwood Capital Associates LLC | 29,607 | $3.41M | 0.44% | +23+0.1% | Added |
| Merit Financial Group, LLC | 29,652 | $3.42M | 0.08% | −5,757−16.3% | Reduced |
| Banque Pictet & Cie SA | 30,000 | $3.46M | 0.03% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 30,113 | $3.47M | 0.03% | +5,378+21.7% | Added |
| Cohen Capital Management, Inc. | 30,133 | $3.47M | 0.56% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 30,208 | $3.48M | 1.39% | −1,849−5.8% | Reduced |
| Montag A & Associates Inc | 30,228 | $3.49M | 0.16% | −181−0.6% | Reduced |
| Birmingham Capital Management Co Inc | 30,427 | $3.51M | 1.28% | −350−1.1% | Reduced |
| Carolinas Wealth Consulting LLC | 30,600 | $3.53M | 0.64% | +1,338+4.6% | Added |
| Cary Street Partner Investment Advisory LLC | 30,612 | $3.53M | 0.13% | +6,799+28.6% | Added |
| Csenge Advisory Group | 30,981 | $3.54M | 0.18% | +408+1.3% | Added |
| Slocum, Gordon & Co LLP | 30,790 | $3.55M | 1.43% | −1,333−4.1% | Reduced |
| Lido Advisors, LLC | 30,913 | $3.56M | 0.03% | +1,682+5.8% | Added |
| Panagora Asset Management Inc | 31,082 | $3.58M | 0.02% | −20,235−39.4% | Reduced |
| J.W. Cole Advisors, Inc. | 31,137 | $3.59M | 0.15% | +5,524+21.6% | Added |
| Bryn Mawr Trust Co | 31,260 | $3.60M | 0.06% | +22,332+250.1% | Added |
| Financial Advisory Service, Inc. | 31,266 | $3.60M | 0.29% | +1,397+4.7% | Added |
| PFG Investments, LLC | 31,591 | $3.64M | 0.24% | −340−1.1% | Reduced |
| Lynch & Associates | 31,592 | $3.64M | 0.77% | +341+1.1% | Added |
| Kingswood Wealth Advisors, LLC | 31,599 | $3.64M | 0.26% | +7,901+33.3% | Added |
| Global Retirement Partners, LLC | 31,920 | $3.68M | 0.11% | +646+2.1% | Added |
| Twinbeech Capital LP | 31,941 | $3.68M | 0.07% | +31,941 | New |
| Level Four Advisory Services, LLC | 31,978 | $3.69M | 0.16% | +820+2.6% | Added |
| Carson Advisory Inc. | 32,055 | $3.70M | 2.32% | +84+0.3% | Added |
| Townsend Asset Management Corp | 32,135 | $3.71M | 1.38% | +256+0.8% | Added |
| Plimoth Trust Co LLC | 32,142 | $3.71M | 0.93% | +50.0% | Added |
| Schnieders Capital Management LLC | 32,284 | $3.72M | 0.71% | +314+1.0% | Added |
| Simmons Bank | 32,493 | $3.75M | 0.27% | −95−0.3% | Reduced |
| Torno Capital, LLC | 32,500 | $3.75M | 4.85% | +32,000+6,400.0% | Added |
| Royal Fund Management, LLC | 32,189 | $3.76M | 0.27% | −319−1.0% | Reduced |
| Fulton Bank, N.A. | 32,624 | $3.76M | 0.14% | −12,002−26.9% | Reduced |
| Rothschild Investment LLC | 32,642 | $3.76M | 0.25% | −317−1.0% | Reduced |
| American Assets Investment Management, LLC | 32,666 | $3.77M | 0.33% | 00.0% | Unchanged |
| NBC Securities, Inc. | 32,783 | $3.78M | 0.32% | +66+0.2% | Added |
| Keene & Associates, Inc. | 32,937 | $3.80M | 2.88% | −80−0.2% | Reduced |
| Cushing Asset Management, LP | 33,000 | $3.80M | 0.28% | +33,000 | New |
| Prime Capital Investment Advisors, LLC | 33,163 | $3.82M | 0.05% | +3,659+12.4% | Added |
| Andrew Hill Investment Advisors, Inc. | 33,187 | $3.83M | 2.87% | −153−0.5% | Reduced |
| Caldwell Trust Co | 33,197 | $3.83M | 0.40% | −1,699−4.9% | Reduced |
| Intech Investment Management LLC | 33,215 | $3.83M | 0.04% | +6,724+25.4% | Added |
| Morton Community Bank | 33,247 | $3.83M | 1.00% | −205−0.6% | Reduced |
| Logan Capital Management Inc | 33,248 | $3.83M | 0.16% | −443−1.3% | Reduced |
| Sowell Financial Services LLC | 33,265 | $3.83M | 0.18% | −144−0.4% | Reduced |
| Twin Capital Management Inc | 33,272 | $3.84M | 0.43% | +53+0.2% | Added |
| AlphaStar Capital Management, LLC | 33,317 | $3.84M | 0.30% | +5,339+19.1% | Added |
| Close Asset Management Ltd | 33,397 | $3.85M | 0.12% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 33,520 | $3.86M | 0.66% | +3,635+12.2% | Added |
| Apollon Wealth Management, LLC | 33,887 | $3.91M | 0.11% | −419−1.2% | Reduced |
| Atlantic Union Bankshares Corp | 34,077 | $3.93M | 0.23% | −46−0.1% | Reduced |
| Bahl & Gaynor Inc | 34,145 | $3.94M | 0.02% | −549−1.6% | Reduced |
| IFG Advisory, LLC | 34,174 | $3.94M | 0.25% | +1,636+5.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 34,193 | $3.94M | 1.67% | +1,141+3.5% | Added |
| Cornerstone Advisors, LLC | 34,200 | $3.94M | 0.16% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 34,289 | $3.95M | 0.28% | +67+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 34,292 | $3.95M | 0.03% | +27,163+381.0% | Added |
| Pegasus Asset Management, Inc. | 34,381 | $3.96M | 1.51% | +32+0.1% | Added |
| Occidental Asset Management, LLC | 34,485 | $3.98M | 0.64% | +1,439+4.4% | Added |
| Drucker Wealth 3.0, LLC | 34,567 | $3.99M | 0.96% | +546+1.6% | Added |
| Strategy Asset Managers LLC | 34,791 | $4.01M | 0.77% | +1,597+4.8% | Added |
| Principal Securities, Inc. | 34,792 | $4.01M | 0.10% | +3,208+10.2% | Added |
| Marco Investment Management LLC | 34,969 | $4.03M | 0.35% | −150−0.4% | Reduced |
| Stock Yards Bank & Trust Co | 35,083 | $4.05M | 0.13% | −548−1.5% | Reduced |
| Seven Springs Wealth Group, LLC | 35,154 | $4.05M | 1.47% | +704+2.0% | Added |
| Premier Fund Managers Ltd | 35,000 | $4.06M | 0.14% | 00.0% | Unchanged |
| Financiere des Professionnels - Fonds d,investissement inc. | 35,385 | $4.08M | 0.28% | +424+1.2% | Added |
| Tokio Marine Asset Management Co Ltd | 35,466 | $4.09M | 0.18% | +1,655+4.9% | Added |
| NEOS Investment Management LLC | 35,484 | $4.09M | 0.12% | +7,308+25.9% | Added |
| Los Angeles Capital Management LLC | 35,889 | $4.14M | 0.02% | −62,247−63.4% | Reduced |
| Principle Wealth Partners LLC | 35,914 | $4.14M | 0.29% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 36,253 | $4.18M | 0.05% | −1,240−3.3% | Reduced |
| Strategic Planning Group, LLC | 36,263 | $4.18M | 0.82% | +1,862+5.4% | Added |
| Richard C. Young & CO., LTD. | 36,473 | $4.21M | 0.46% | +27,399+302.0% | Added |
| Bragg Financial Advisors, Inc | 37,233 | $4.29M | 0.18% | −403−1.1% | Reduced |
| MONECO Advisors, LLC | 37,493 | $4.32M | 0.54% | +91+0.2% | Added |
| Shelton Capital Management | 37,653 | $4.34M | 0.11% | −1,138−2.9% | Reduced |
| Goodman Advisory Group, LLC | 37,681 | $4.34M | 1.24% | +8,866+30.8% | Added |