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 |
|---|---|---|---|---|---|
| Philip James Wealth Mangement, LLC | 2,180 | $251.3K | 0.03% | +2,180 | New |
| Consolidated Planning Corp | 2,185 | $251.9K | 0.04% | −258−10.6% | Reduced |
| Roble, Belko & Company, Inc | 2,182 | $252.0K | 0.04% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 2,190 | $252.5K | 0.13% | +188+9.4% | Added |
| Cozad Asset Management Inc | 2,190 | $252.5K | 0.02% | −427−16.3% | Reduced |
| Thor Investment Management Inc | 2,198 | $253.4K | 0.18% | −825−27.3% | Reduced |
| Virtue Capital Management, LLC | 2,199 | $253.5K | 0.05% | −183−7.7% | Reduced |
| Providence First Trust Co | 2,200 | $253.7K | 0.11% | 00.0% | Unchanged |
| Meridian Financial, LLC | 2,206 | $254.4K | 0.17% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 2,208 | $255.0K | 0.39% | +2,208 | New |
| Pinnacle Bancorp, Inc. | 2,223 | $256.3K | 0.07% | 00.0% | Unchanged |
| Bay Rivers Group | 2,224 | $256.4K | 0.13% | −250−10.1% | Reduced |
| M. Kraus & Co | 2,229 | $257.0K | 0.08% | 00.0% | Unchanged |
| Optas, LLC | 2,234 | $257.6K | 0.06% | −29−1.3% | Reduced |
| KC Investment Advisors, LLC | 2,240 | $258.3K | 0.11% | −65−2.8% | Reduced |
| Opal Wealth Advisors, LLC | 2,247 | $259.1K | 0.08% | +124+5.8% | Added |
| Matrix Private Capital Group LLC | 2,248 | $259.2K | 0.15% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 2,249 | $259.3K | 0.05% | +2,249 | New |
| CarsonAllaria Wealth Management, Ltd. | 2,256 | $260.1K | 0.15% | −125−5.2% | Reduced |
| Nicolet Bankshares Inc | 2,257 | $260.2K | 0.06% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,257 | $260.2K | 0.03% | +2,257 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,264 | $261.0K | 0.10% | 00.0% | Unchanged |
| Foster Group, Inc. | 2,265 | $261.2K | 0.01% | +82+3.8% | Added |
| Papp L Roy & Associates | 2,266 | $261.3K | 0.03% | +131+6.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,294 | $261.6K | 0.13% | +15+0.7% | Added |
| Mainsail Asset Management, LLC | 2,270 | $261.7K | 0.19% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,270 | $261.7K | 0.02% | +13+0.6% | Added |
| Geller Advisors LLC | 2,279 | $262.8K | 0.02% | +86+3.9% | Added |
| TrueWealth Advisors, LLC | 2,287 | $263.7K | 0.09% | +43+1.9% | Added |
| Bridge Creek Capital Management LLC | 2,307 | $266.0K | 0.08% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 2,312 | $266.5K | 0.07% | +10+0.4% | Added |
| New Century Financial Group, LLC | 2,313 | $266.7K | 0.10% | +158+7.3% | Added |
| Pettinga Financial Advisors, LLC | 2,317 | $267.2K | 0.06% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,668 | $268.9K | 0.17% | +100+3.9% | Added |
| Aprio Wealth Management, LLC | 2,334 | $269.1K | 0.04% | −362−13.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 2,334 | $269.1K | 0.02% | −683−22.6% | Reduced |
| Hilltop National Bank | 2,336 | $269.3K | 0.08% | −72−3.0% | Reduced |
| Monticello Wealth Management, LLC | 2,341 | $269.9K | 0.02% | +66+2.9% | Added |
| Joule Financial, LLC | 2,345 | $270.3K | 0.10% | +10.0% | Added |
| Peoples Bank | 2,349 | $270.8K | 0.18% | −125−5.1% | Reduced |
| Pure Financial Advisors, Inc. | 2,354 | $271.4K | 0.01% | −64−2.6% | Reduced |
| Lokken Investment Group LLC | 2,355 | $271.5K | 0.11% | +12+0.5% | Added |
| Tilia Fiduciary Partners, Inc. | 2,357 | $271.7K | 0.19% | +156+7.1% | Added |
| Stokes Family Office, LLC | 2,358 | $271.9K | 0.03% | −496−17.4% | Reduced |
| Barlow Wealth Partners, Inc. | 2,469 | $272.2K | 0.04% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,366 | $272.8K | 0.05% | +117+5.2% | Added |
| Gleason Group, Inc. | 2,374 | $273.7K | 0.05% | +21+0.9% | Added |
| Argent Financial Group, Inc. | 2,388 | $275.3K | 0.03% | +2,388 | New |
| Howard Wealth Management, LLC | 2,389 | $275.5K | 0.16% | +3+0.1% | Added |
| ICONIQ Capital, LLC | 2,391 | $275.7K | 0.01% | +2,391 | New |
| Bath Savings Trust Co | 2,394 | $276.0K | 0.03% | −50−2.0% | Reduced |
| Lockerman Financial Group, Inc. | 2,400 | $276.7K | 0.47% | −23−0.9% | Reduced |
| Penn Mutual Asset Management, LLC | 2,400 | $276.7K | 0.55% | 00.0% | Unchanged |
| Apriem Advisors | 2,400 | $276.7K | 0.03% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,402 | $277.0K | 0.11% | +2,402 | New |
| Patron Partners Advisors, LLC | 2,407 | $277.5K | 0.15% | +226+10.4% | Added |
| NorthStar Asset Management LLC | 2,408 | $277.7K | 0.19% | −297−11.0% | Reduced |
| Stanley-Laman Group, Ltd. | 2,412 | $278.1K | 0.04% | −3,738−60.8% | Reduced |
| Clear Creek Financial Management, LLC | 2,416 | $278.5K | 0.03% | +93+4.0% | Added |
| Royal Capital Wealth Management, LLC | 2,416 | $278.6K | 0.20% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 2,420 | $279.0K | 0.12% | +32+1.3% | Added |
| Wealth Quarterback LLC | 2,421 | $279.2K | 0.15% | −31−1.3% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 2,422 | $279.3K | 0.10% | 00.0% | Unchanged |
| Advus Financial Partners, LLC | 2,426 | $279.7K | 0.08% | −77−3.1% | Reduced |
| Gradient Investments LLC | 2,448 | $282.2K | 0.01% | +22+0.9% | Added |
| FRG Family Wealth Advisors LLC | 2,450 | $282.5K | 0.05% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,479 | $282.8K | 0.09% | −504−16.9% | Reduced |
| Weatherly Asset Management L. P. | 2,466 | $284.4K | 0.02% | +301+13.9% | Added |
| Ellis Investment Partners, LLC | 2,468 | $284.6K | 0.06% | +11+0.4% | Added |
| Cromwell Holdings LLC | 2,469 | $284.7K | 0.18% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 2,470 | $284.8K | 0.01% | −83−3.3% | Reduced |
| Mainstay Capital Management LLC | 2,475 | $285.4K | 0.05% | −11−0.4% | Reduced |
| Grandfield & Dodd, LLC | 2,485 | $286.5K | 0.02% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,485 | $286.5K | 0.03% | 00.0% | Unchanged |
| Red Wave Investments LLC | 2,486 | $286.6K | 0.10% | +22+0.9% | Added |
| Relyea Zuckerberg Hanson LLC | 2,487 | $286.8K | 0.04% | −151−5.7% | Reduced |
| Mason & Associates, LLC | 2,489 | $287.0K | 0.09% | −67−2.6% | Reduced |
| Shayne & Co., LLC | 2,500 | $288.3K | 0.07% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,505 | $288.8K | 0.02% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 2,505 | $288.8K | 0.22% | 00.0% | Unchanged |
| Terry L. Blaker | 2,507 | $289.1K | 0.01% | +2,507 | New |
| Capital Advisors Wealth Management, LLC | 2,516 | $290.0K | 0.05% | +30+1.2% | Added |
| LCM Capital Management Inc | 2,516 | $290.1K | 0.17% | −68−2.6% | Reduced |
| VeraBank, N.A. | 2,523 | $290.9K | 0.09% | −40−1.6% | Reduced |
| Cravens & Co Advisors, LLC | 2,526 | $291.2K | 0.22% | −432−14.6% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,526 | $291.2K | 0.04% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 2,536 | $292.5K | 0.10% | +6+0.2% | Added |
| Schrum Private Wealth Management LLC | 2,546 | $293.6K | 0.15% | +2,546 | New |
| United Advisor Group, LLC | 2,550 | $294.0K | 0.07% | +2,550 | New |
| Sittner & Nelson, LLC | 2,551 | $294.1K | 0.13% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 2,554 | $294.5K | 0.09% | +210+9.0% | Added |
| HTLF Bank | 2,555 | $294.6K | 0.03% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,560 | $295.1K | 0.04% | +133+5.5% | Added |
| FSB Premier Wealth Management, Inc. | 2,568 | $296.1K | 0.12% | −58−2.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2,574 | $296.8K | 0.00% | −339−11.6% | Reduced |
| M&R Capital Management Inc | 2,576 | $297.0K | 0.07% | +19+0.7% | Added |
| BKM Wealth Management, LLC | 2,577 | $297.1K | 0.12% | +2,577 | New |
| Invst, LLC | 2,583 | $297.8K | 0.04% | +419+19.4% | Added |
| Tyler-Stone Wealth Management | 2,588 | $298.4K | 0.06% | +1,175+83.2% | Added |
| Baldwin Brothers Inc | 2,590 | $298.6K | 0.02% | +2,497+2,684.9% | Added |