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 |
|---|---|---|---|---|---|
| Providence Capital Advisors, LLC | 37,745 | $4.35M | 0.86% | +293+0.8% | Added |
| New Mexico Educational Retirement Board | 37,760 | $4.35M | 0.15% | −1,100−2.8% | Reduced |
| Kingsview Wealth Management, LLC | 37,969 | $4.38M | 0.09% | +4,176+12.4% | Added |
| Thompson Siegel & Walmsley LLC | 38,219 | $4.41M | 0.07% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 38,303 | $4.42M | 0.08% | +191+0.5% | Added |
| Daymark Wealth Partners, LLC | 38,760 | $4.47M | 0.19% | +918+2.4% | Added |
| Cincinnati Financial Corp | 38,784 | $4.47M | 0.10% | 00.0% | Unchanged |
| Virginia Wealth Management Group, Inc. | 39,001 | $4.50M | 2.82% | +8,205+26.6% | Added |
| Sky Investment Group LLC | 39,364 | $4.54M | 0.81% | −840−2.1% | Reduced |
| Regions Financial Corp | 39,516 | $4.56M | 0.03% | +809+2.1% | Added |
| Semmax Financial Advisors Inc. | 40,811 | $4.57M | 1.25% | −609−1.5% | Reduced |
| Nixon Peabody Trust Co | 39,666 | $4.57M | 0.38% | +1,021+2.6% | Added |
| Stablepoint Partners, LLC | 39,800 | $4.59M | 0.84% | +78+0.2% | Added |
| Red Door Wealth Management, LLC | 40,059 | $4.62M | 0.77% | +2,799+7.5% | Added |
| Oak Grove Capital LLC | 40,720 | $4.70M | 1.04% | +12,050+42.0% | Added |
| Holderness Investments Co | 40,780 | $4.70M | 1.03% | −100.0% | Reduced |
| Peapack Gladstone Financial Corp | 40,782 | $4.70M | 0.07% | −1,001−2.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 40,838 | $4.71M | 1.02% | −6,598−13.9% | Reduced |
| Leavell Investment Management, Inc. | 41,390 | $4.77M | 0.24% | +449+1.1% | Added |
| Aull & Monroe Investment Management Corp | 41,530 | $4.79M | 2.22% | −1,039−2.4% | Reduced |
| Natixis | 41,670 | $4.80M | 0.03% | +22,836+121.2% | Added |
| Benjamin Edwards Inc | 41,692 | $4.81M | 0.07% | +41,668+173,616.7% | Added |
| Park Avenue Securities LLC | 41,817 | $4.82M | 0.05% | −5,726−12.0% | Reduced |
| Vontobel Holding Ltd. | 41,815 | $4.82M | 0.02% | −3,045−6.8% | Reduced |
| United Capital Financial Advisers, LLC | 42,072 | $4.85M | 0.04% | −2,877−6.4% | Reduced |
| Townsend & Associates, Inc | 40,303 | $4.86M | 0.50% | +18,166+82.1% | Added |
| Johnson Investment Counsel Inc | 42,273 | $4.87M | 0.05% | −1,169−2.7% | Reduced |
| Concurrent Investment Advisors, LLC | 42,463 | $4.90M | 0.15% | +2,643+6.6% | Added |
| Clearstead Advisors, LLC | 42,485 | $4.90M | 0.08% | +947+2.3% | Added |
| Securian Asset Management, Inc | 42,697 | $4.92M | 0.14% | −1,679−3.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 43,022 | $4.96M | 0.09% | +6,209+16.9% | Added |
| First Bank & Trust | 43,024 | $4.96M | 0.94% | −3,651−7.8% | Reduced |
| Alberta Investment Management Corp | 43,300 | $4.99M | 0.04% | +18,200+72.5% | Added |
| Crossmark Global Holdings, Inc. | 43,331 | $5.00M | 0.09% | −378−0.9% | Reduced |
| Salem Investment Counselors Inc | 43,360 | $5.00M | 0.15% | +4,123+10.5% | Added |
| Louisiana State Employees Retirement System | 43,500 | $5.02M | 0.09% | −200−0.5% | Reduced |
| CWM, LLC | 43,594 | $5.03M | 0.02% | +1,342+3.2% | Added |
| Whitener Capital Management, Inc. | 43,757 | $5.05M | 1.43% | −281−0.6% | Reduced |
| Rakuten Investment Management, Inc. | 43,740 | $5.07M | 0.03% | +10,883+33.1% | Added |
| Tufton Capital Management | 44,146 | $5.09M | 0.95% | −5,185−10.5% | Reduced |
| First Horizon Advisors, Inc. | 44,365 | $5.12M | 0.14% | +2,622+6.3% | Added |
| Maryland State Retirement & Pension System | 44,497 | $5.13M | 0.11% | −15,511−25.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 44,524 | $5.13M | 1.07% | +2,089+4.9% | Added |
| Beacon Investment Advisory Services, Inc. | 45,232 | $5.22M | 0.22% | +985+2.2% | Added |
| Beacon Pointe Advisors, LLC | 45,301 | $5.22M | 0.06% | −3,225−6.6% | Reduced |
| Quantinno Capital Management LP | 45,386 | $5.23M | 0.07% | +13,180+40.9% | Added |
| Highland Capital Management, LLC | 45,522 | $5.25M | 0.30% | −2,265−4.7% | Reduced |
| TD Private Client Wealth LLC | 45,546 | $5.25M | 0.15% | −13,712−23.1% | Reduced |
| Boston Research & Management Inc | 46,400 | $5.35M | 1.24% | +577+1.3% | Added |
| Benedict Financial Advisors Inc | 46,501 | $5.36M | 1.27% | +50.0% | Added |
| Profund Advisors LLC | 46,574 | $5.37M | 0.20% | +3,957+9.3% | Added |
| RSM US Wealth Management LLC | 46,397 | $5.39M | 0.08% | +1,347+3.0% | Added |
| Clough Capital Partners L P | 46,855 | $5.40M | 0.55% | +6,955+17.4% | Added |
| Quadcap Wealth Management, LLC | 46,884 | $5.41M | 0.85% | −230.0% | Reduced |
| Beacon Financial Group | 47,126 | $5.43M | 0.59% | −1,199−2.5% | Reduced |
| South State Corp. | 47,477 | $5.47M | 0.38% | −18,036−27.5% | Reduced |
| Money Concepts Capital Corp | 47,822 | $5.51M | 0.42% | −598−1.2% | Reduced |
| Advisory Services Network, LLC | 55,199 | $5.53M | 0.11% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 47,993 | $5.53M | 0.84% | +1,331+2.9% | Added |
| Stratos Wealth Partners, LTD. | 48,126 | $5.55M | 0.08% | +1,642+3.5% | Added |
| Edgestream Partners, L.P. | 48,384 | $5.58M | 0.25% | +26,965+125.9% | Added |
| Chicago Partners Investment Group LLC | 46,305 | $5.58M | 0.20% | +75+0.2% | Added |
| Hartford Investment Management Co | 48,516 | $5.59M | 0.18% | −823−1.7% | Reduced |
| Central Trust Co | 49,034 | $5.65M | 0.13% | −1,174−2.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 49,341 | $5.69M | 0.60% | +45,708+1,258.1% | Added |
| Resolution Capital Ltd | 49,352 | $5.69M | 0.10% | +32,967+201.2% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 49,383 | $5.69M | 0.45% | −1,044−2.1% | Reduced |
| KMG Fiduciary Partners, LLC | 49,392 | $5.69M | 0.49% | −8,311−14.4% | Reduced |
| Moors & Cabot, Inc. | 49,444 | $5.70M | 0.28% | −1,600−3.1% | Reduced |
| Family Legacy, Inc. | 49,502 | $5.71M | 1.90% | +105+0.2% | Added |
| Argent Trust Co | 49,519 | $5.71M | 0.24% | +20,173+68.7% | Added |
| Intact Investment Management Inc. | 49,530 | $5.71M | 0.19% | +4,930+11.1% | Added |
| Covington Investment Advisors Inc. | 49,688 | $5.73M | 0.86% | +340+0.7% | Added |
| Eliot Finkel Investment Counsel, LLC | 49,854 | $5.75M | 3.53% | −430−0.9% | Reduced |
| Aventail Capital Group, LP | 50,000 | $5.76M | 0.34% | −49,562−49.8% | Reduced |
| Mizuho Securities USA LLC | 50,060 | $5.77M | 0.12% | −9,448−15.9% | Reduced |
| Adviser Investments LLC | 50,215 | $5.79M | 0.07% | +42,014+512.3% | Added |
| Strategic Wealth Partners, Ltd. | 50,575 | $5.83M | 0.56% | +1,036+2.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 50,308 | $5.83M | 0.03% | +13,056+35.0% | Added |
| Snowden Capital Advisors LLC | 50,916 | $5.87M | 0.17% | −31,531−38.2% | Reduced |
| Resources Investment Advisors, LLC. | 50,990 | $5.88M | 0.07% | −3,317−6.1% | Reduced |
| Coldstream Capital Management Inc | 51,164 | $5.90M | 0.13% | +215+0.4% | Added |
| Fayez Sarofim & Co | 51,414 | $5.93M | 0.02% | +3,235+6.7% | Added |
| Cresset Asset Management, LLC | 51,509 | $5.94M | 0.02% | +3,201+6.6% | Added |
| Principal Street Partners, LLC | 51,668 | $5.94M | 0.97% | −15,448−23.0% | Reduced |
| Smith, Salley & Associates | 52,041 | $6.00M | 0.39% | +4,269+8.9% | Added |
| Farmers Trust Co | 52,668 | $6.07M | 1.13% | +50.0% | Added |
| Ieq Capital, LLC | 53,219 | $6.14M | 0.08% | +4,631+9.5% | Added |
| Estabrook Capital Management | 53,508 | $6.17M | 0.92% | −227−0.4% | Reduced |
| Sterling Capital Management LLC | 53,519 | $6.17M | 0.08% | +53,519 | New |
| Sigma Planning Corp | 53,523 | $6.17M | 0.19% | −1,964−3.5% | Reduced |
| Kentucky Retirement Systems | 53,782 | $6.20M | 0.18% | −4,376−7.5% | Reduced |
| Tectonic Advisors LLC | 53,850 | $6.21M | 0.41% | +6,522+13.8% | Added |
| Geneos Wealth Management Inc. | 54,119 | $6.24M | 0.24% | +6,590+13.9% | Added |
| Commerzbank Aktiengesellschaft | 54,485 | $6.28M | 0.17% | −3,075−5.3% | Reduced |
| Metis Global Partners, LLC | 55,214 | $6.37M | 0.20% | +7,325+15.3% | Added |
| Atria Investments LLC | 55,470 | $6.40M | 0.08% | −12,253−18.1% | Reduced |
| Reaves W H & Co Inc | 55,550 | $6.41M | 0.18% | −381,000−87.3% | Reduced |
| Zions Bancorporation, N.A. | 55,568 | $6.41M | 0.47% | −37,644−40.4% | Reduced |
| Tower Research Capital LLC (TRC) | 56,004 | $6.46M | 0.17% | −81,717−59.3% | Reduced |