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 |
|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 911 | $109.1K | 0.03% | +8+0.9% | Added |
| Painted Porch Advisors LLC | 956 | $110.2K | 0.06% | +91+10.5% | Added |
| GPS Wealth Strategies Group, LLC | 970 | $111.8K | 0.01% | −283−22.6% | Reduced |
| Missouri Trust & Investment Co | 971 | $112.0K | 0.04% | 00.0% | Unchanged |
| Investors Research Corp | 1,000 | $115.3K | 0.03% | −310−23.7% | Reduced |
| Byrne Asset Management LLC | 1,018 | $117.4K | 0.08% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,027 | $118.0K | 0.04% | −71−6.5% | Reduced |
| Piscataqua Savings Bank | 1,029 | $118.6K | 0.10% | 00.0% | Unchanged |
| Advantage Trust Co | 1,029 | $118.6K | 0.08% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,033 | $119.1K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,236 | $119.5K | 0.02% | +78+6.7% | Added |
| Webster Bank, N. A. | 1,059 | $122.1K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,070 | $123.4K | 0.00% | +1,070 | New |
| Bangor Savings Bank | 1,073 | $123.7K | 0.01% | −10−0.9% | Reduced |
| Old Point Trust & Financial Services N A | 1,082 | $124.8K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,082 | $124.8K | 0.07% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,088 | $125.5K | 0.08% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,099 | $126.7K | 0.11% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,130 | $130.3K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1,139 | $131.0K | 0.04% | −124−9.8% | Reduced |
| Redmont Wealth Advisors LLC | 1,170 | $134.9K | 0.21% | 00.0% | Unchanged |
| Key Financial Inc | 1,172 | $135.1K | 0.03% | +7+0.6% | Added |
| S.A. Mason LLC | 1,203 | $138.7K | 0.07% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1,207 | $139.2K | 0.05% | −8−0.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,223 | $141.0K | 0.01% | +108+9.7% | Added |
| Community Bank, N.A. | 1,227 | $141.5K | 0.02% | −23−1.8% | Reduced |
| Cranbrook Wealth Management, LLC | 1,233 | $142.2K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,250 | $144.1K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 1,310 | $151.1K | 0.08% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,329 | $153.2K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1,332 | $153.6K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,337 | $154.2K | 0.01% | −82−5.8% | Reduced |
| Atwood & Palmer Inc | 1,348 | $155.4K | 0.01% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,353 | $156.0K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 1,358 | $156.6K | 0.05% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,373 | $158.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,404 | $161.9K | 0.03% | +432+44.4% | Added |
| Center for Financial Planning, Inc. | 1,408 | $162.3K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,442 | $166.0K | 0.03% | −367−20.3% | Reduced |
| AlphaMark Advisors, LLC | 1,448 | $167.0K | 0.06% | −379−20.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 1,493 | $172.1K | 0.16% | −414−21.7% | Reduced |
| Morse Asset Management, Inc | 1,500 | $172.9K | 0.04% | +1,500 | New |
| Shell Asset Management Co | 1,499 | $173.0K | 0.01% | +1,499 | New |
| Safe Harbor Fiduciary, LLC | 1,518 | $175.0K | 0.16% | +1,518 | New |
| Dakota Community Bank & Trust NA | 1,542 | $177.8K | 0.89% | −12−0.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,576 | $181.7K | 0.09% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,595 | $183.9K | 0.01% | −111−6.5% | Reduced |
| First United Bank Trust | 1,648 | $190.0K | 0.07% | −20−1.2% | Reduced |
| WR Wealth Planners, LLC | 1,648 | $190.1K | 0.05% | +93+6.0% | Added |
| Barrett & Company, Inc. | 1,651 | $190.4K | 0.08% | +1+0.1% | Added |
| Glass Jacobson Investment Advisors llc | 1,661 | $191.5K | 0.06% | 00.0% | Unchanged |
| Allianz SE | 1,666 | $192.1K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,669 | $192.4K | 0.08% | +1,379+475.5% | Added |
| ZRC Wealth Management, LLC | 1,709 | $197.0K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,732 | $199.7K | 0.02% | −7−0.4% | Reduced |
| Renasant Bank | 1,737 | $200.3K | 0.13% | −613−26.1% | Reduced |
| Old Second National Bank of Aurora | 1,738 | $200.4K | 0.05% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 1,739 | $200.5K | 0.02% | +1,739 | New |
| Northern Oak Wealth Management Inc | 1,744 | $201.1K | 0.02% | −573−24.7% | Reduced |
| Sentry LLC | 1,744 | $201.1K | 0.04% | +1,744 | New |
| Petix & Botte Co | 1,752 | $202.0K | 0.05% | +1,752 | New |
| Moseley Investment Management Inc | 1,755 | $202.3K | 0.08% | +1,755 | New |
| Acadian Asset Management LLC | 1,765 | $203.0K | 0.00% | −24,057−93.2% | Reduced |
| BCS Wealth Management | 1,758 | $203.0K | 0.09% | +1,758 | New |
| Pinnacle Wealth Planning Services, Inc. | 1,762 | $203.2K | 0.03% | +1,762 | New |
| Chesapeake Wealth Management | 1,763 | $203.3K | 0.07% | +1,763 | New |
| Alpha Cubed Investments, LLC | 1,764 | $203.4K | 0.01% | −1,325−42.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,766 | $203.7K | 0.06% | +314+21.6% | Added |
| IVC Wealth Advisors LLC | 1,774 | $204.5K | 0.11% | +1,774 | New |
| Mattern Wealth Management LLC | 1,780 | $205.2K | 0.05% | +1,780 | New |
| Charter Research & Investment Group, Inc. | 1,781 | $205.3K | 0.15% | +1,781 | New |
| Safeguard Investment Advisory Group, LLC | 1,784 | $205.7K | 0.06% | +1,784 | New |
| Silver Coast Investments LLC | 1,785 | $205.8K | 0.08% | +1,785 | New |
| Covenant Partners, LLC | 1,792 | $206.6K | 0.06% | +1,792 | New |
| Rappaport Reiches Capital Management, LLC | 1,794 | $206.8K | 0.05% | +1,794 | New |
| Bank of Nova Scotia Trust Co | 1,800 | $207.5K | 0.02% | +1,800 | New |
| Valley Brook Capital Group | 1,804 | $208.0K | 0.15% | +1,804 | New |
| Moss Adams Wealth Advisors LLC | 1,805 | $208.1K | 0.02% | +1,805 | New |
| Michael B. Yongue | 1,809 | $208.6K | 0.17% | +1,809 | New |
| Tradewinds Capital Management, LLC | 1,809 | $208.6K | 0.06% | 00.0% | Unchanged |
| J.P. Marvel Investment Advisors, LLC | 1,811 | $208.8K | 0.03% | +1,811 | New |
| 180 Wealth Advisors, LLC | 1,816 | $209.4K | 0.03% | +1,816 | New |
| Kestra Investment Management, LLC | 1,819 | $209.7K | 0.01% | +1,819 | New |
| Charles Schwab Trust Co | 1,824 | $210.3K | 0.02% | −236−11.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,827 | $210.7K | 0.15% | +1,827 | New |
| Aufman Associates Inc | 1,828 | $210.8K | 0.14% | +1,828 | New |
| Tranquility Partners, LLC | 1,833 | $211.3K | 0.08% | +1,833 | New |
| Capasso Planning Partners LLC | 1,837 | $211.8K | 0.06% | −247−11.9% | Reduced |
| Perennial Investment Advisors, LLC | 1,838 | $212.0K | 0.03% | +1,838 | New |
| Stephens Consulting, LLC | 1,839 | $212.0K | 0.05% | −28−1.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,844 | $212.6K | 0.04% | −34−1.8% | Reduced |
| Scotia Capital Inc. | 1,844 | $212.6K | 0.00% | +1,844 | New |
| Crew Capital Management, Ltd. | 1,845 | $212.7K | 0.17% | +1,845 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,847 | $213.0K | 0.06% | −329−15.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,850 | $213.3K | 0.19% | −1,865−50.2% | Reduced |
| Liberty Capital Management, Inc. | 1,850 | $213.3K | 0.05% | −190−9.3% | Reduced |
| Planned Solutions, Inc. | 1,852 | $213.5K | 0.09% | +1,852 | New |
| Second Half Financial Partners, LLC | 1,854 | $213.8K | 0.11% | +1,854 | New |
| Adell Harriman & Carpenter Inc | 1,856 | $214.0K | 0.02% | −500−21.2% | Reduced |
| Bullock Wealth Management Group | 1,844 | $214.3K | 0.13% | +115+6.7% | Added |