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 |
|---|---|---|---|---|---|
| Fagan Associates, Inc. | 3,177 | $366.3K | 0.06% | +27+0.9% | Added |
| Stokes Capital Advisors, LLC | 3,179 | $366.5K | 0.09% | +425+15.4% | Added |
| Signature Estate & Investment Advisors LLC | 3,194 | $368.3K | 0.01% | +204+6.8% | Added |
| Diversify Advisory Services, LLC | 3,079 | $369.1K | 0.02% | +323+11.7% | Added |
| Beverly Hills Private Wealth, LLC | 3,209 | $370.0K | 0.07% | −875−21.4% | Reduced |
| Prostatis Group LLC | 3,212 | $370.3K | 0.12% | −163−4.8% | Reduced |
| Childress Capital Advisors, LLC | 3,219 | $371.1K | 0.10% | −422−11.6% | Reduced |
| Sargent Investment Group, LLC | 3,230 | $372.4K | 0.07% | −5−0.2% | Reduced |
| Cadinha & Co LLC | 3,235 | $373.0K | 0.06% | +300+10.2% | Added |
| Picton Mahoney Asset Management | 3,234 | $373.0K | 0.01% | +2,135+194.3% | Added |
| Apella Capital, LLC | 3,197 | $373.0K | 0.02% | +45+1.4% | Added |
| LBMC Investment Advisors, LLC | 3,240 | $373.6K | 0.03% | +10.0% | Added |
| Acorn Financial Advisory Services Inc | 3,244 | $374.0K | 0.07% | +10.0% | Added |
| PDS Planning, Inc | 3,251 | $374.8K | 0.03% | +59+1.8% | Added |
| Sterling Investment Counsel, LLC | 3,263 | $376.2K | 0.13% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,263 | $376.2K | 0.03% | +63+2.0% | Added |
| Norris Perne & French LLP | 3,271 | $377.1K | 0.03% | −177−5.1% | Reduced |
| Quent Capital, LLC | 3,271 | $377.4K | 0.04% | −104−3.1% | Reduced |
| Revolve Wealth Partners, LLC | 3,275 | $377.6K | 0.06% | +125+4.0% | Added |
| Aveo Capital Partners, LLC | 3,279 | $378.1K | 0.04% | −281−7.9% | Reduced |
| JB Capital LLC | 3,282 | $378.3K | 0.02% | −599−15.4% | Reduced |
| Cim Investment Mangement Inc | 3,285 | $378.8K | 0.11% | −103−3.0% | Reduced |
| Cladis Investment Advisory, LLC | 3,288 | $379.1K | 0.26% | 00.0% | Unchanged |
| Marathon Capital Management | 3,297 | $380.1K | 0.09% | 00.0% | Unchanged |
| MWA Asset Management | 3,300 | $380.5K | 0.25% | +15+0.5% | Added |
| David Loasby | 3,290 | $380.9K | 0.04% | −494−13.1% | Reduced |
| Muirfield Wealth Advisors LLC | 3,307 | $381.2K | 0.32% | +30+0.9% | Added |
| Alpine Bank Wealth Management | 3,309 | $381.5K | 0.06% | +3,309 | New |
| Hobbs Group Advisors, LLC | 3,310 | $381.6K | 0.14% | +82+2.5% | Added |
| 44 Wealth Management LLC | 3,167 | $381.8K | 0.13% | +3,167 | New |
| Duncker Streett & Co Inc | 3,321 | $382.9K | 0.07% | −146−4.2% | Reduced |
| MJP Associates Inc | 3,322 | $383.1K | 0.07% | +489+17.3% | Added |
| St. Louis Trust Co | 3,333 | $384.3K | 0.05% | −1,874−36.0% | Reduced |
| TRUE Private Wealth Advisors | 3,342 | $385.4K | 0.05% | −63−1.9% | Reduced |
| William B. Walkup & Associates, Inc. | 3,358 | $387.2K | 0.24% | 00.0% | Unchanged |
| Univest Financial Corp | 3,364 | $387.9K | 0.03% | +3,364 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,369 | $388.4K | 0.15% | 00.0% | Unchanged |
| Burney Co | 3,387 | $390.5K | 0.01% | −47−1.4% | Reduced |
| Clayton Financial Group LLC | 3,388 | $390.6K | 0.15% | +842+33.1% | Added |
| Mosaic Family Wealth Partners, LLC | 3,393 | $391.2K | 0.06% | +442+15.0% | Added |
| Beaton Management Co. Inc. | 3,404 | $393.0K | 0.20% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3,409 | $393.1K | 0.14% | −43−1.2% | Reduced |
| Eisler Capital (UK) Ltd. | 3,411 | $393.3K | 0.09% | −15,035−81.5% | Reduced |
| Brass Tax Wealth Management, Inc | 3,421 | $394.4K | 0.08% | +678+24.7% | Added |
| Sawgrass Asset Management LLC | 3,426 | $395.0K | 0.04% | +3,426 | New |
| First Citizens Financial Corp | 3,427 | $395.1K | 0.21% | −40−1.2% | Reduced |
| Rossmore Private Capital | 3,431 | $395.6K | 0.05% | +847+32.8% | Added |
| Fairfield, Bush & Co. | 3,434 | $395.9K | 0.24% | −758−18.1% | Reduced |
| Douglas Lane & Associates, LLC | 3,434 | $395.9K | 0.01% | −93−2.6% | Reduced |
| LVM Capital Management Ltd | 3,955 | $396.0K | 0.05% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,437 | $396.3K | 0.02% | +139+4.2% | Added |
| Pine Harbor Wealth Management, LLC | 3,450 | $397.9K | 0.20% | +10.0% | Added |
| Sandbox Financial Partners, LLC | 3,452 | $398.0K | 0.14% | +5+0.1% | Added |
| New Hampshire Trust | 3,459 | $398.8K | 0.09% | +500+16.9% | Added |
| Plato Investment Management Ltd | 3,465 | $399.1K | 0.03% | +397+12.9% | Added |
| Means Investment Co., Inc. | 3,463 | $399.2K | 0.04% | −8−0.2% | Reduced |
| Pallas Capital Advisors LLC | 3,361 | $400.1K | 0.02% | −87−2.5% | Reduced |
| CX Institutional | 3,474 | $400.6K | 0.02% | +339+10.8% | Added |
| Sculati Wealth Management, LLC | 3,480 | $401.2K | 0.16% | +3,480 | New |
| PCA Investment Advisory Services Inc. | 3,492 | $402.6K | 0.19% | +5+0.1% | Added |
| Journey Strategic Wealth LLC | 3,494 | $402.9K | 0.01% | +3,494 | New |
| Atlantic Trust, LLC | 3,509 | $404.6K | 0.10% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 3,511 | $404.8K | 0.14% | +413+13.3% | Added |
| Kiely Wealth Advisory Group, Inc. | 3,600 | $404.9K | 0.26% | +7+0.2% | Added |
| King Wealth | 3,520 | $406.0K | 0.06% | +31+0.9% | Added |
| Aldebaran Financial Inc. | 3,525 | $406.4K | 0.48% | −200−5.4% | Reduced |
| Rockland Trust Co | 3,529 | $406.9K | 0.02% | −276−7.3% | Reduced |
| MKT Advisors LLC | 3,492 | $407.5K | 0.19% | −23−0.7% | Reduced |
| Fisher Asset Management, LLC | 3,536 | $407.8K | 0.00% | −2,110−37.4% | Reduced |
| Verus Financial Partners, Inc. | 3,519 | $408.9K | 0.04% | +2+0.1% | Added |
| Objectivity Squared, LLC | 3,714 | $409.4K | 0.28% | +2+0.1% | Added |
| Premier Path Wealth Partners, LLC | 3,555 | $409.9K | 0.06% | +53+1.5% | Added |
| KPP Advisory Services LLC | 3,556 | $410.0K | 0.10% | +170+5.0% | Added |
| New Republic Capital, LLC | 3,569 | $411.5K | 0.24% | −529−12.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 3,572 | $411.9K | 0.18% | +25+0.7% | Added |
| Enterprise Financial Services Corp | 3,574 | $412.1K | 0.24% | −51−1.4% | Reduced |
| Marietta Investment Partners LLC | 3,581 | $412.9K | 0.09% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 3,596 | $414.6K | 0.21% | +7+0.2% | Added |
| Am Investment Strategies LLC | 3,596 | $415.0K | 0.10% | +30+0.8% | Added |
| McDaniel Terry & Co | 3,605 | $416.0K | 0.03% | +27+0.8% | Added |
| Balyasny Asset Management LLC | 3,620 | $417.4K | 0.00% | −463,925−99.2% | Reduced |
| Kennebec Savings Bank | 3,627 | $418.2K | 0.41% | +3,627 | New |
| Capital Asset Advisory Services LLC | 3,780 | $418.3K | 0.02% | −169−4.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,629 | $418.4K | 0.04% | +50+1.4% | Added |
| Birchcreek Wealth Management, LLC | 3,635 | $419.1K | 0.27% | −528−12.7% | Reduced |
| First Western Trust Bank | 3,651 | $421.0K | 0.02% | 00.0% | Unchanged |
| Brophy Wealth Management, LLC | 3,655 | $421.4K | 0.15% | +3,655 | New |
| Flaharty Asset Management, LLC | 3,658 | $421.8K | 0.06% | −1,100−23.1% | Reduced |
| Darwin Advisors, LLC | 3,660 | $422.0K | 0.12% | +2+0.1% | Added |
| Broadwater Capital Management LLC | 3,666 | $422.7K | 0.31% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,671 | $423.3K | 0.04% | −26−0.7% | Reduced |
| World Equity Group, Inc. | 3,676 | $423.9K | 0.15% | −504−12.1% | Reduced |
| Patriot Investment Management Inc. | 3,680 | $424.3K | 0.03% | −89−2.4% | Reduced |
| West Paces Advisors Inc. | 3,699 | $426.5K | 0.10% | +1,650+80.5% | Added |
| Absher Wealth Management, LLC | 3,712 | $428.0K | 0.06% | +1,152+45.0% | Added |
| CFO4Life Group, LLC | 3,745 | $431.8K | 0.08% | −68−1.8% | Reduced |
| Meridian Investment Counsel Inc. | 3,745 | $431.8K | 0.13% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,746 | $432.0K | 0.10% | −106−2.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,748 | $432.1K | 0.27% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 3,761 | $433.6K | 0.05% | +8+0.2% | Added |