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; 2,492 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
- 2,065
- +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
- 785 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 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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 |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 301 | $34.7K | 0.01% | +5+1.7% | Added |
| Oarsman Capital, Inc. | 311 | $35.9K | 0.01% | +311 | New |
| Pacific Capital Wealth Advisors, Inc | 317 | $36.5K | 0.01% | −91−22.3% | Reduced |
| Global Wealth Strategies & Associates | 317 | $36.5K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 324 | $37.4K | 0.01% | +174+116.0% | Added |
| Claris Advisors, LLC | 327 | $37.7K | 0.02% | +327 | New |
| Reston Wealth Management LLC | 327 | $37.7K | 0.01% | +327 | New |
| Arlington Trust Co LLC | 332 | $38.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 333 | $38.4K | 0.02% | +333 | New |
| Catalyst Capital Advisors LLC | 334 | $38.5K | 0.00% | +167+100.0% | Added |
| McIlrath & Eck, LLC | 341 | $39.3K | 0.01% | +3+0.9% | Added |
| WFA Asset Management Corp | 347 | $40.0K | 0.02% | +2+0.6% | Added |
| Lipe & Dalton | 343 | $40.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 348 | $40.1K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 353 | $40.7K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 354 | $40.8K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 360 | $41.5K | 0.02% | +163+82.7% | Added |
| Tortoise Investment Management, LLC | 362 | $41.7K | 0.00% | +28+8.4% | Added |
| New Age Alpha Advisors, LLC | 362 | $41.7K | 0.03% | +362 | New |
| Acima Private Wealth, LLC | 368 | $42.4K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 374 | $43.2K | 0.02% | +3+0.8% | Added |
| Lowe Wealth Advisors, LLC | 382 | $44.0K | 0.02% | +83+27.8% | Added |
| Rational Advisors LLC | 391 | $45.1K | 0.00% | −56−12.5% | Reduced |
| Hemington Wealth Management | 407 | $46.0K | 0.01% | +407 | New |
| Elequin Capital LP | 405 | $46.7K | 0.01% | +405 | New |
| GW&K Investment Management, LLC | 408 | $47.0K | 0.00% | +32+8.5% | Added |
| Covestor Ltd | 410 | $47.0K | 0.03% | +97+31.0% | Added |
| FSC Wealth Advisors, LLC | 412 | $47.5K | 0.03% | +3+0.7% | Added |
| Horrell Capital Management, Inc. | 429 | $49.0K | 0.01% | 00.0% | Unchanged |
| Friedenthal Financial | 427 | $49.2K | 0.03% | +427 | New |
| 1620 Investment Advisors, Inc. | 428 | $49.4K | 0.04% | −38−8.2% | Reduced |
| Rise Advisors, LLC | 431 | $49.7K | 0.02% | +4+0.9% | Added |
| Gilliland Jeter Wealth Management LLC | 433 | $49.9K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 433 | $49.9K | 0.02% | +108+33.2% | Added |
| FSA Wealth Management LLC | 437 | $50.4K | 0.02% | +437 | New |
| Pin Oak Investment Advisors Inc | 456 | $52.0K | 0.05% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 466 | $53.7K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 471 | $54.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 475 | $54.8K | 0.02% | −60−11.2% | Reduced |
| Tidemark, LLC | 477 | $55.0K | 0.02% | +6+1.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 497 | $57.3K | 0.02% | −82−14.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 500 | $57.6K | 0.03% | −50−9.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $57.6K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 500 | $57.6K | 0.07% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 502 | $57.9K | 1.21% | +502 | New |
| Beach Investment Counsel Inc | 500 | $58.0K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 6,777,973 | $58.8K | 0.03% | +6,719,398+11,471.4% | Added |
| Stuart Chaussee & Associates, Inc. | 514 | $59.3K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 518 | $59.7K | 0.01% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 535 | $61.7K | 0.05% | 00.0% | Unchanged |
| Motco | 560 | $64.6K | 0.01% | +140+33.3% | Added |
| GoalVest Advisory LLC | 566 | $65.3K | 0.02% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 570 | $65.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 571 | $65.8K | 0.05% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 575 | $66.4K | 0.03% | +1+0.2% | Added |
| Northwest Financial Advisors | 577 | $66.6K | 0.05% | +577 | New |
| Davis Capital Management | 585 | $67.5K | 0.05% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 587 | $67.7K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 592 | $68.3K | 0.01% | −1,143−65.9% | Reduced |
| GHP Investment Advisors, Inc. | 604 | $69.7K | 0.00% | +20+3.4% | Added |
| Financial Network Wealth Advisors LLC | 606 | $69.9K | 0.06% | −821−57.5% | Reduced |
| LRI Investments, LLC | 635 | $70.3K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 618 | $71.2K | 0.04% | +5+0.8% | Added |
| Investment Research & Advisory Group, Inc. | 620 | $71.5K | 0.03% | +6+1.0% | Added |
| Canopy Partners, LLC | 622 | $71.7K | 0.03% | +12+2.0% | Added |
| Macroview Investment Management LLC | 632 | $72.9K | 0.07% | +1+0.2% | Added |
| Wintrust Investments LLC | 641 | $73.0K | 0.05% | −5,476−89.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 636 | $73.3K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 640 | $73.8K | 0.06% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 649 | $74.8K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 649 | $74.8K | 0.01% | 00.0% | Unchanged |
| New Potomac Partners, LLC | 650 | $74.9K | 0.04% | +650 | New |
| Capstone Investment Advisors, LLC | 659 | $76.0K | 0.00% | −9,199−93.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 667 | $76.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 671 | $77.4K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 675 | $77.8K | 0.02% | −22−3.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 695 | $80.1K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 708 | $81.6K | 0.20% | −632−47.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 717 | $82.7K | 0.03% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 721 | $83.1K | 0.04% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 721 | $83.1K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 723 | $83.4K | 0.01% | +723 | New |
| Abound Wealth Management | 724 | $83.4K | 0.03% | +378+109.2% | Added |
| Capital Performance Advisors LLP | 727 | $83.8K | 0.03% | +727 | New |
| Foster Dykema Cabot & Partners, LLC | 728 | $83.9K | 0.01% | +130+21.7% | Added |
| Versant Capital Management, Inc | 730 | $84.2K | 0.02% | +250+52.1% | Added |
| C M Bidwell & Associates Ltd | 736 | $84.9K | 0.05% | +28+4.0% | Added |
| Cassady Schiller Wealth Management, LLC | 740 | $85.3K | 0.03% | +2+0.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 763 | $88.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 768 | $88.6K | 0.02% | +4+0.5% | Added |
| Main Street Group, LTD | 797 | $91.9K | 0.04% | −460−36.6% | Reduced |
| Louisbourg Investments Inc. | 800 | $92.2K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 822 | $95.0K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 833 | $96.0K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 850 | $96.9K | 0.04% | +100+13.3% | Added |
| CoreFirst Bank & Trust | 872 | $100.5K | 0.06% | +872 | New |
| ORG Partners LLC | 900 | $104.0K | 0.02% | −94−9.5% | Reduced |
| Kepos Capital LP | 908 | $105.0K | 0.05% | −686−43.0% | Reduced |
| Arrow Financial Corp | 930 | $107.2K | 0.01% | −433−31.8% | Reduced |
| TruNorth Capital Management, LLC | 940 | $108.4K | 0.03% | +124+15.2% | Added |