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 |
|---|---|---|---|---|---|
| Longview Financial Advisors, Inc. | 1,861 | $214.6K | 0.16% | +1,861 | New |
| Norman Fields, Gottscho Capital Management, LLC | 1,868 | $215.0K | 0.07% | +1,868 | New |
| Benin Management CORP | 1,868 | $215.4K | 0.06% | +1,868 | New |
| Yelin Lapidot Holdings Management Ltd. | 1,871 | $215.7K | 0.04% | +1,871 | New |
| Pine Valley Investments Ltd Liability Co | 1,872 | $215.8K | 0.01% | −497−21.0% | Reduced |
| LexAurum Advisors, LLC | 1,873 | $216.0K | 0.05% | +1,873 | New |
| LifePlan Investment Advisors, Inc. | 1,881 | $216.9K | 0.14% | +1,881 | New |
| Orrstown Financial Services Inc | 1,881 | $216.9K | 0.06% | +1,881 | New |
| Liberty Wealth Management LLC | 1,878 | $217.0K | 0.04% | −5,982−76.1% | Reduced |
| Weaver Consulting Group | 1,883 | $217.1K | 0.07% | +1,883 | New |
| Peddock Capital Advisors, LLC | 1,884 | $217.2K | 0.05% | +1,884 | New |
| Black Diamond Financial, LLC | 1,885 | $217.3K | 0.04% | +1,885 | New |
| Silvant Capital Management LLC | 1,886 | $217.5K | 0.01% | 00.0% | Unchanged |
| Everpar Advisors LLC | 1,886 | $217.5K | 0.11% | +1,886 | New |
| Armstrong, Fleming & Moore, Inc | 1,889 | $217.8K | 0.13% | +1,889 | New |
| Gilman Hill Asset Management, LLC | 1,895 | $218.5K | 0.04% | −750−28.4% | Reduced |
| Greenline Partners, LLC | 1,900 | $219.1K | 0.03% | −307−13.9% | Reduced |
| Alta Advisers Ltd | 1,900 | $219.1K | 0.10% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,907 | $219.9K | 0.15% | +1,907 | New |
| Freestone Capital Holdings, LLC | 1,908 | $220.0K | 0.01% | +1,908 | New |
| Koss-Olinger Consulting, LLC | 1,909 | $220.0K | 0.02% | +1,909 | New |
| Wiser Advisor Group LLC | 1,910 | $220.2K | 0.33% | −1,159−37.8% | Reduced |
| MV Capital Management, Inc. | 1,913 | $220.6K | 0.02% | −2−0.1% | Reduced |
| tru Independence LLC | 1,915 | $220.8K | 0.06% | +1,915 | New |
| Alera Investment Advisors, LLC | 1,916 | $220.9K | 0.03% | +1,916 | New |
| Plancorp, LLC | 1,920 | $221.4K | 0.01% | +1,920 | New |
| Analyst IMS Investment Management Services Ltd. | 1,926 | $222.0K | 0.01% | −161−7.7% | Reduced |
| Eads & Heald Wealth Management | 1,924 | $222.0K | 0.11% | +1,924 | New |
| Pring Turner Capital Group Inc | 1,934 | $223.0K | 0.14% | +1,934 | New |
| South Street Advisors LLC | 1,937 | $223.3K | 0.03% | +1,937 | New |
| GW Henssler & Associates Ltd | 1,938 | $223.5K | 0.01% | +1,938 | New |
| Woodley Farra Manion Portfolio Management Inc | 1,939 | $223.6K | 0.01% | +1,939 | New |
| Fortitude Advisory Group L.L.C. | 1,940 | $223.6K | 0.14% | −222−10.3% | Reduced |
| Castleview Partners, LLC | 1,944 | $224.2K | 0.13% | +90+4.9% | Added |
| Worth Asset Management, LLC | 1,947 | $224.5K | 0.12% | +1,947 | New |
| City State Bank | 1,951 | $224.9K | 0.08% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,951 | $225.0K | 0.07% | +24+1.2% | Added |
| WealthPLAN Partners, LLC | 1,957 | $225.6K | 0.03% | +1,957 | New |
| Alhambra Investment Partners LLC | 1,957 | $225.6K | 0.12% | +1,957 | New |
| Provident Wealth Management, LLC | 1,958 | $225.8K | 0.08% | +1,958 | New |
| Charter Oak Capital Management, LLC | 1,958 | $225.8K | 0.02% | +1,958 | New |
| Van Hulzen Asset Management, LLC | 1,982 | $228.0K | 0.02% | +1,982 | New |
| Ostrum Asset Management | 1,982 | $228.5K | 0.02% | +25+1.3% | Added |
| SFMG, LLC | 1,990 | $229.4K | 0.02% | +1,990 | New |
| Lawson Kroeker Investment Management Inc | 1,991 | $229.6K | 0.04% | +1,991 | New |
| First Financial Bankshares Inc | 1,996 | $230.1K | 0.00% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 2,000 | $230.6K | 0.10% | +2,000 | New |
| North Star Asset Management Inc | 2,004 | $231.0K | 0.01% | +2,004 | New |
| Coastline Trust Co | 2,005 | $231.2K | 0.03% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,007 | $231.4K | 0.05% | +2,007 | New |
| Wambolt & Associates, LLC | 1,997 | $232.1K | 0.06% | −1,708−46.1% | Reduced |
| Country Trust Bank | 2,015 | $232.3K | 0.01% | +535+36.1% | Added |
| Intergy Private Wealth, LLC | 2,017 | $232.6K | 0.09% | +2,017 | New |
| Salvus Wealth Management, LLC | 2,018 | $232.7K | 0.14% | +2,018 | New |
| Crown Wealth Group, LLC | 2,026 | $233.6K | 0.10% | +2,026 | New |
| Onefund, LLC | 2,029 | $233.9K | 0.24% | +13+0.6% | Added |
| Summit X, LLC | 2,335 | $234.0K | 0.06% | −642−21.6% | Reduced |
| Bremer Bank National Association | 2,034 | $234.5K | 0.04% | −110−5.1% | Reduced |
| West Branch Capital LLC | 2,034 | $234.5K | 0.08% | +3+0.1% | Added |
| Simplicity Wealth,LLC | 2,034 | $234.5K | 0.02% | −22,195−91.6% | Reduced |
| Auxano Advisors, LLC | 2,037 | $234.9K | 0.06% | +11+0.5% | Added |
| Hazlett, Burt & Watson, Inc. | 2,026 | $235.0K | 0.11% | +130+6.9% | Added |
| Lifeworks Advisors, LLC | 2,040 | $235.2K | 0.05% | +2,040 | New |
| TCI Wealth Advisors, Inc. | 2,047 | $236.0K | 0.02% | −688−25.2% | Reduced |
| Sunpointe, LLC | 2,049 | $236.3K | 0.19% | −1,063−34.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,056 | $237.0K | 0.05% | +2,056 | New |
| Mechanics Financial Corp | 2,057 | $237.2K | 0.10% | +1,057+105.7% | Added |
| Shilanski & Associates, Inc. | 2,063 | $237.9K | 0.08% | +13+0.6% | Added |
| Stone Run Capital, LLC | 2,071 | $238.8K | 0.09% | 00.0% | Unchanged |
| NBW Capital LLC | 2,072 | $238.9K | 0.05% | −35−1.7% | Reduced |
| First Foundation Advisors | 2,075 | $239.3K | 0.01% | +191+10.1% | Added |
| Berkshire Asset Management LLC | 2,387 | $239.3K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2,075 | $239.3K | 0.08% | +2,075 | New |
| Oxford Financial Group Ltd | 2,078 | $239.6K | 0.02% | −804−27.9% | Reduced |
| Corton Capital Inc. | 2,078 | $239.6K | 0.12% | −231−10.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 2,080 | $239.8K | 0.03% | +3+0.1% | Added |
| Mezzasalma Advisors, LLC | 2,080 | $239.8K | 0.09% | +2,080 | New |
| Western Pacific Wealth Management, LP | 2,081 | $239.9K | 0.16% | −82−3.8% | Reduced |
| WealthTrust Asset Management, LLC | 2,083 | $240.1K | 0.18% | +2,083 | New |
| Avidian Wealth Solutions, LLC | 2,084 | $240.2K | 0.01% | −715−25.5% | Reduced |
| Winthrop Advisory Group LLC | 2,086 | $240.5K | 0.03% | +2,086 | New |
| Peak Planning Group, LLC | 2,088 | $240.8K | 0.11% | −28−1.3% | Reduced |
| Optiver Holding B.V. | 2,089 | $240.9K | 0.01% | +2,089 | New |
| Fullcircle Wealth LLC | 2,065 | $241.7K | 0.11% | −971−32.0% | Reduced |
| Cypress Asset Management Inc | 2,100 | $242.1K | 0.06% | −75−3.4% | Reduced |
| Westover Capital Advisors, LLC | 2,100 | $242.1K | 0.05% | +100+5.0% | Added |
| Horan Capital Advisors, LLC. | 2,104 | $242.6K | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 2,115 | $243.9K | 0.02% | −1,313−38.3% | Reduced |
| Canandaigua National Trust Co of Florida | 2,124 | $244.9K | 0.21% | +2,124 | New |
| Nicholson Wealth Management Group, LLC | 2,125 | $245.0K | 0.20% | +2,125 | New |
| Essex Investment Management Co LLC | 2,128 | $245.4K | 0.04% | 00.0% | Unchanged |
| AlTi Global, Inc. | 2,128 | $245.4K | 0.01% | +16+0.8% | Added |
| SRS Capital Advisors, Inc. | 2,136 | $246.3K | 0.02% | +41+2.0% | Added |
| Indiana Trust & Investment Management CO | 2,147 | $247.5K | 0.08% | 00.0% | Unchanged |
| Primoris Wealth Advisors, LLC | 2,148 | $247.7K | 0.18% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 2,154 | $248.3K | 0.13% | −346−13.8% | Reduced |
| Capital Planning Advisors, LLC | 2,159 | $248.9K | 0.04% | +2,159 | New |
| Jmac Enterprises LLC | 2,166 | $249.7K | 0.04% | −852−28.2% | Reduced |
| Private Client Services, LLC | 2,168 | $250.0K | 0.13% | +2,168 | New |
| Sivia Capital Partners, LLC | 2,171 | $250.3K | 0.15% | −10−0.5% | Reduced |