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 |
|---|---|---|---|---|---|
| First Nebraska Trust Co | 2,593 | $299.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 2,598 | $299.5K | 0.14% | −128−4.7% | Reduced |
| Peregrine Asset Advisers, Inc. | 2,606 | $300.5K | 0.10% | −9,445−78.4% | Reduced |
| Camden Capital, LLC | 2,610 | $301.0K | 0.03% | −655−20.1% | Reduced |
| Partnership Wealth Management, LLC | 2,612 | $301.2K | 0.21% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2,620 | $302.1K | 0.01% | +2,620 | New |
| Slagle Financial, LLC | 2,621 | $302.2K | 0.13% | −396−13.1% | Reduced |
| Griffin Asset Management, Inc. | 2,624 | $302.5K | 0.03% | +12+0.5% | Added |
| Pflug Koory, LLC | 2,626 | $302.8K | 0.15% | +2,626 | New |
| Verus Capital Partners, LLC | 2,628 | $303.0K | 0.03% | −132−4.8% | Reduced |
| FDx Advisors, Inc. | 2,630 | $303.0K | 0.08% | −1,137−30.2% | Reduced |
| Colonial River Wealth Management, LLC | 2,643 | $304.7K | 0.15% | −97−3.5% | Reduced |
| Kraematon Investment Advisors, Inc | 2,650 | $305.5K | 0.30% | +20+0.8% | Added |
| Sanders Morris Harris LLC | 2,650 | $305.5K | 0.05% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 2,655 | $306.1K | 0.09% | −5−0.2% | Reduced |
| Smithfield Trust Co | 2,666 | $307.0K | 0.02% | −15−0.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,663 | $307.0K | 0.01% | +398+17.6% | Added |
| Winton Group Ltd | 2,669 | $307.7K | 0.02% | +2,669 | New |
| Ritter Daniher Financial Advisory LLC | 2,672 | $308.0K | 0.09% | +3+0.1% | Added |
| Rosenberg Matthew Hamilton | 2,672 | $308.1K | 0.08% | +142+5.6% | Added |
| Executive Wealth Management, LLC | 2,680 | $309.0K | 0.02% | −51−1.9% | Reduced |
| Truvestments Capital LLC | 2,683 | $309.3K | 0.08% | +344+14.7% | Added |
| Peachtree Investment Partners, LLC | 2,687 | $309.8K | 0.12% | +56+2.1% | Added |
| Chelsea Counsel Co | 2,701 | $311.4K | 0.15% | +350+14.9% | Added |
| Elmwood Wealth Management, Inc. | 2,711 | $312.6K | 0.13% | −107−3.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,711 | $312.6K | 0.05% | +7+0.3% | Added |
| Central Bank & Trust Co | 2,718 | $313.4K | 0.04% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,721 | $313.7K | 0.17% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 2,730 | $314.8K | 0.15% | +92+3.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,735 | $315.3K | 0.17% | −50−1.8% | Reduced |
| Fortress Wealth Group, LLC | 2,695 | $315.4K | 0.16% | −355−11.6% | Reduced |
| Private Capital Management, LLC | 2,737 | $315.6K | 0.03% | −1,547−36.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 2,741 | $316.0K | 0.01% | +2,741 | New |
| Van Cleef Asset Management,Inc | 2,749 | $317.0K | 0.04% | 00.0% | Unchanged |
| Blossom Wealth Management | 2,760 | $318.2K | 0.64% | 00.0% | Unchanged |
| Sentinus, LLC | 2,762 | $318.5K | 0.12% | +175+6.8% | Added |
| Lloyd Advisory Services, LLC. | 2,763 | $318.5K | 0.15% | −918−24.9% | Reduced |
| Wrapmanager Inc | 2,769 | $319.3K | 0.08% | −1,897−40.7% | Reduced |
| Citizens National Bank Trust Department | 2,782 | $320.8K | 0.07% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 2,786 | $321.3K | 0.15% | +13+0.5% | Added |
| BIP Wealth, LLC | 2,788 | $321.5K | 0.02% | +37+1.3% | Added |
| Raab & Moskowitz Asset Management LLC | 2,794 | $322.2K | 0.08% | +307+12.3% | Added |
| Kapitalo Investimentos Ltda | 2,812 | $324.2K | 0.08% | +2,812 | New |
| Buttonwood Financial Advisors Inc. | 2,820 | $325.1K | 0.14% | −222−7.3% | Reduced |
| Quotient Wealth Partners, LLC | 2,830 | $326.3K | 0.01% | +18+0.6% | Added |
| Everstar Asset Management, LLC | 2,830 | $326.3K | 0.22% | +2,830 | New |
| United Asset Strategies, Inc. | 2,839 | $327.3K | 0.03% | +611+27.4% | Added |
| Robertson Stephens Wealth Management, LLC | 2,850 | $328.6K | 0.01% | −210−6.9% | Reduced |
| Buckingham Capital Management, Inc. | 2,860 | $329.8K | 0.04% | −13−0.5% | Reduced |
| Titleist Asset Management, LLC | 2,862 | $330.0K | 0.05% | −134−4.5% | Reduced |
| Spinnaker Investment Group, LLC | 2,869 | $330.8K | 0.08% | −10−0.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,876 | $331.6K | 0.10% | +3+0.1% | Added |
| MBB Public Markets I LLC | 2,880 | $332.1K | 0.03% | −53,015−94.8% | Reduced |
| Callan Capital, LLC | 2,880 | $332.1K | 0.02% | +480+20.0% | Added |
| American Money Management, LLC | 2,911 | $335.6K | 0.07% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,916 | $336.2K | 0.10% | +23+0.8% | Added |
| Searle & Co. | 2,918 | $336.4K | 0.08% | −1,101−27.4% | Reduced |
| Boston Trust Walden Corp | 2,918 | $336.4K | 0.00% | −66−2.2% | Reduced |
| OMC Financial Services LTD | 3,367 | $337.0K | 0.16% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,932 | $338.1K | 0.07% | +69+2.4% | Added |
| Atalanta Sosnoff Capital, LLC | 2,938 | $338.8K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 2,945 | $339.5K | 0.16% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 2,947 | $339.8K | 0.02% | −247−7.7% | Reduced |
| Tucker Asset Management LLC | 2,954 | $340.6K | 0.08% | −879−22.9% | Reduced |
| Interchange Capital Partners, LLC | 2,959 | $341.3K | 0.12% | −3−0.1% | Reduced |
| St Germain D J Co Inc | 2,967 | $342.1K | 0.02% | −333−10.1% | Reduced |
| Market Street Wealth Management Advisors LLC | 2,976 | $343.1K | 0.06% | +14+0.5% | Added |
| North Star Investment Management Corp. | 2,985 | $344.2K | 0.02% | +38+1.3% | Added |
| Heartwood Wealth Advisors LLC | 2,987 | $344.4K | 0.04% | 00.0% | Unchanged |
| Davidson Investment Advisors | 3,000 | $345.9K | 0.02% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 3,001 | $346.0K | 0.11% | +3,001 | New |
| Uncommon Cents Investing LLC | 3,008 | $346.8K | 0.10% | +125+4.3% | Added |
| Jackson Wealth Management, LLC | 3,043 | $351.0K | 0.04% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 3,045 | $351.0K | 0.06% | 00.0% | Unchanged |
| Exchange Bank | 3,045 | $351.1K | 0.29% | 00.0% | Unchanged |
| Channel Wealth LLC | 3,047 | $351.4K | 0.12% | +22+0.7% | Added |
| Simon Quick Advisors, LLC | 3,048 | $351.4K | 0.02% | +312+11.4% | Added |
| Baker Boyer National Bank | 3,053 | $352.0K | 0.12% | 00.0% | Unchanged |
| Wimmer Associates 1, LLC | 3,056 | $352.4K | 0.17% | −55−1.8% | Reduced |
| L2 Asset Management, LLC | 3,058 | $352.6K | 0.10% | +103+3.5% | Added |
| LSP Investment Advisors, LLC | 3,060 | $352.8K | 0.19% | 00.0% | Unchanged |
| Union Savings Bank | 3,073 | $354.3K | 0.17% | +484+18.7% | Added |
| McGowan Group Asset Management, Inc. | 3,074 | $354.4K | 0.05% | +3+0.1% | Added |
| Sigma Investment Counselors Inc | 3,077 | $354.8K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,080 | $355.1K | 0.01% | +8+0.3% | Added |
| Burns J W & Co Inc | 3,083 | $355.5K | 0.05% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,090 | $356.3K | 0.03% | +51+1.7% | Added |
| Prio Wealth Limited Partnership | 3,095 | $356.9K | 0.01% | −275−8.2% | Reduced |
| Westhampton Capital, LLC | 3,097 | $357.1K | 0.18% | 00.0% | Unchanged |
| Keel Point, LLC | 3,103 | $357.7K | 0.03% | −311−9.1% | Reduced |
| Larson Financial Group LLC | 3,110 | $358.6K | 0.02% | +766+32.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 3,115 | $359.1K | 0.10% | +860+38.1% | Added |
| Meridian Wealth Partners, LLC | 3,116 | $359.3K | 0.06% | +10+0.3% | Added |
| Cedrus LLC | 3,122 | $360.0K | 0.13% | −1,240−28.4% | Reduced |
| Xcel Wealth Management, LLC | 3,139 | $362.0K | 0.11% | +22+0.7% | Added |
| WealthPlan Investment Management, LLC | 3,151 | $363.3K | 0.04% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,155 | $363.8K | 0.07% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 3,131 | $363.9K | 0.07% | −33−1.0% | Reduced |
| CRA Financial Services, LLC | 3,160 | $364.3K | 0.07% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 3,170 | $365.5K | 0.27% | −35−1.1% | Reduced |