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
- 2,064
- +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
- 784 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 |
|---|---|---|---|---|---|
| OneAscent Wealth Management LLC | 3,771 | $435.0K | 0.17% | +549+17.0% | Added |
| Accel Wealth Management | 3,782 | $436.1K | 0.16% | −76−2.0% | Reduced |
| Baker Avenue Asset Management, LP | 3,787 | $436.7K | 0.01% | +36+1.0% | Added |
| Revisor Wealth Management LLC | 3,794 | $437.4K | 0.27% | −615−13.9% | Reduced |
| Davis R M Inc | 3,815 | $439.9K | 0.01% | −165−4.1% | Reduced |
| PFG Advisors | 3,835 | $442.2K | 0.03% | +79+2.1% | Added |
| Southland Equity Partners LLC | 3,861 | $445.1K | 0.11% | +319+9.0% | Added |
| Sonora Investment Management Group, LLC | 3,862 | $445.3K | 0.03% | +172+4.7% | Added |
| Transform Wealth, LLC | 3,864 | $445.6K | 0.03% | +3+0.1% | Added |
| ERTS Wealth Advisors, LLC | 3,879 | $447.2K | 0.08% | −527−12.0% | Reduced |
| Horan Securities, Inc. | 3,885 | $447.9K | 0.17% | −39−1.0% | Reduced |
| Almanack Investment Partners, LLC. | 3,886 | $448.1K | 0.07% | +34+0.9% | Added |
| Sunbelt Securities, Inc. | 3,890 | $448.6K | 0.04% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 3,898 | $449.4K | 0.23% | −263−6.3% | Reduced |
| IronBridge Private Wealth, LLC | 3,903 | $450.0K | 0.17% | +253+6.9% | Added |
| Lantern Wealth Advisors, LLC | 3,920 | $452.0K | 0.31% | −702−15.2% | Reduced |
| Westmount Partners, LLC | 3,926 | $452.7K | 0.14% | −158−3.9% | Reduced |
| Joel Isaacson & Co., LLC | 3,930 | $453.1K | 0.02% | −189−4.6% | Reduced |
| Mayfair Advisory Group, LLC | 3,999 | $456.1K | 0.29% | −45−1.1% | Reduced |
| CWS Financial Advisors, LLC | 3,958 | $456.4K | 0.16% | −21−0.5% | Reduced |
| Alliance Wealth Advisors, LLC | 3,963 | $456.9K | 0.12% | +111+2.9% | Added |
| ASB Consultores, LLC | 3,968 | $457.5K | 0.18% | −156−3.8% | Reduced |
| Blueprint Investment Partners LLC | 3,987 | $459.7K | 0.08% | −229−5.4% | Reduced |
| RiverFront Investment Group, LLC | 3,991 | $460.2K | 0.01% | +3,991 | New |
| Bedel Financial Consulting, Inc. | 3,994 | $460.5K | 0.06% | −50−1.2% | Reduced |
| Walter Public Investments Inc. | 4,000 | $461.2K | 0.08% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 4,000 | $461.2K | 0.10% | +3,800+1,900.0% | Added |
| One Capital Management, LLC | 4,006 | $461.9K | 0.01% | −243−5.7% | Reduced |
| Beacon Capital Management, LLC | 4,010 | $462.4K | 0.07% | +270+7.2% | Added |
| Horizon Investment Services, LLC | 4,019 | $463.5K | 0.20% | −767−16.0% | Reduced |
| Tudor Financial Inc. | 4,024 | $464.0K | 0.29% | +4,024 | New |
| Flagship Harbor Advisors, LLC | 4,027 | $464.3K | 0.03% | +10.0% | Added |
| Marotta Asset Management | 4,027 | $464.3K | 0.09% | −31−0.8% | Reduced |
| Alliance Wealth Advisors, LLC | 4,028 | $464.4K | 0.27% | +413+11.4% | Added |
| NCM Capital Management, LLC | 4,029 | $464.5K | 0.22% | 00.0% | Unchanged |
| Fulcrum Equity Management | 4,029 | $464.6K | 0.39% | +28+0.7% | Added |
| Ferguson Wellman Capital Management, Inc | 4,035 | $465.2K | 0.01% | −351−8.0% | Reduced |
| Avestar Capital, LLC | 4,061 | $468.2K | 0.05% | +184+4.7% | Added |
| Waterloo Capital, L.P. | 4,090 | $471.6K | 0.05% | +4,090 | New |
| Letko, Brosseau & Associates Inc | 4,100 | $472.7K | 0.01% | +931+29.4% | Added |
| Zacks Investment Management | 4,113 | $474.2K | 0.00% | +16+0.4% | Added |
| Clarius Group, LLC | 4,134 | $474.4K | 0.03% | −146−3.4% | Reduced |
| McDonough Capital Management, Inc | 4,119 | $475.0K | 0.33% | −331−7.4% | Reduced |
| Verum Partners LLC | 4,126 | $475.7K | 0.14% | −36−0.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 4,132 | $476.0K | 0.03% | +414+11.1% | Added |
| Knollwood Investment Advisory, LLC | 4,142 | $477.6K | 0.05% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,148 | $478.3K | 0.27% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,148 | $478.3K | 0.02% | +498+13.6% | Added |
| Latitude Advisors, LLC | 4,150 | $478.5K | 0.27% | −6−0.1% | Reduced |
| Atlas Private Wealth Advisors | 4,164 | $480.1K | 0.07% | +328+8.6% | Added |
| Hancock Whitney Corp | 4,169 | $480.7K | 0.02% | −36−0.9% | Reduced |
| Investment Partners Asset Management, Inc. | 4,178 | $481.7K | 0.39% | 00.0% | Unchanged |
| Bray Capital Advisors | 4,205 | $484.9K | 0.12% | 00.0% | Unchanged |
| FLC Capital Advisors | 4,218 | $486.3K | 0.11% | +349+9.0% | Added |
| Princeton Capital Management LLC | 4,263 | $491.5K | 0.15% | 00.0% | Unchanged |
| Centennial Bank | 4,271 | $492.4K | 0.23% | −62−1.4% | Reduced |
| Aspen Grove Capital, LLC | 4,299 | $495.8K | 0.11% | +66+1.6% | Added |
| Blue Fin Capital, Inc. | 4,301 | $495.9K | 0.09% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,308 | $496.7K | 0.01% | 00.0% | Unchanged |
| Campion Asset Management LLC | 4,310 | $496.9K | 0.36% | −190−4.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 4,312 | $497.3K | 0.05% | 00.0% | Unchanged |
| Garner Asset Management Corp | 4,336 | $500.0K | 0.23% | +52+1.2% | Added |
| Chicago Trust Co NA | 4,337 | $500.1K | 0.09% | +781+22.0% | Added |
| Argus Investors' Counsel, Inc. | 4,338 | $500.2K | 0.33% | 00.0% | Unchanged |
| Guardian Investment Management | 4,349 | $501.4K | 0.43% | −50−1.1% | Reduced |
| Lake Street Financial LLC | 4,367 | $503.5K | 0.08% | −2,032−31.8% | Reduced |
| Tiemann Investment Advisors, LLC | 4,373 | $504.2K | 0.22% | −150−3.3% | Reduced |
| Community Trust & Investment Co | 4,392 | $506.4K | 0.03% | +4,392 | New |
| Invesco, LLC | 4,396 | $506.9K | 0.20% | −61−1.4% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,398 | $507.1K | 0.04% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 4,402 | $507.6K | 0.25% | −37−0.8% | Reduced |
| Citizens Business Bank | 4,413 | $508.8K | 0.10% | −1,508−25.5% | Reduced |
| Fulton Breakefield Broenniman LLC | 4,415 | $509.0K | 0.04% | −343−7.2% | Reduced |
| Hodges Capital Management Inc. | 4,423 | $510.0K | 0.03% | −75−1.7% | Reduced |
| Midland Wealth Advisors LLC | 4,426 | $510.3K | 0.03% | −1,233−21.8% | Reduced |
| Accurate Wealth Management, LLC | 4,376 | $512.5K | 0.10% | +262+6.4% | Added |
| TBH Global Asset Management, LLC | 4,455 | $513.7K | 0.11% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 4,460 | $514.2K | 0.30% | −2,831−38.8% | Reduced |
| SignalPoint Asset Management, LLC | 4,440 | $515.0K | 0.12% | +9+0.2% | Added |
| Park Place Capital Corp | 4,467 | $515.1K | 0.15% | −3,178−41.6% | Reduced |
| Hummer Financial Advisory Services Inc | 4,474 | $515.9K | 0.41% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 4,483 | $516.9K | 0.01% | −129−2.8% | Reduced |
| MEMBERS Trust Co | 4,490 | $517.7K | 0.02% | −263−5.5% | Reduced |
| Greatmark Investment Partners, Inc. | 4,491 | $517.8K | 0.07% | −108−2.3% | Reduced |
| Cordatus Wealth Management LLC | 4,490 | $518.0K | 0.19% | +60+1.4% | Added |
| Ashton Thomas Securities, LLC | 4,505 | $519.5K | 0.10% | +865+23.8% | Added |
| Wealthquest Corp | 4,481 | $520.8K | 0.05% | −1,610−26.4% | Reduced |
| Lazard Asset Management LLC | 4,533 | $522.0K | 0.00% | +2,674+143.8% | Added |
| RIA Advisory Group LLC | 4,531 | $522.4K | 0.18% | +4,531 | New |
| Salomon & Ludwin, LLC | 4,535 | $522.9K | 0.05% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 4,540 | $523.0K | 0.37% | +115+2.6% | Added |
| Longfellow Investment Management Co LLC | 4,537 | $523.1K | 0.13% | −1,419−23.8% | Reduced |
| Adirondack Trust Co | 4,555 | $525.2K | 0.20% | −72−1.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 4,571 | $527.0K | 0.31% | −136−2.9% | Reduced |
| Flputnam Investment Management Co | 4,578 | $527.9K | 0.01% | +20+0.4% | Added |
| O'Keefe Stevens Advisory, Inc. | 4,594 | $529.7K | 0.16% | +1,343+41.3% | Added |
| Prairie Sky Financial Group LLC | 4,596 | $529.9K | 0.30% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,598 | $530.2K | 0.27% | +11+0.2% | Added |
| Coppell Advisory Solutions LLC | 4,612 | $534.9K | 0.08% | +1,055+29.7% | Added |
| Allegheny Financial Group LTD | 4,661 | $537.4K | 0.13% | +2,147+85.4% | Added |