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 |
|---|---|---|---|---|---|
| D.B. Root & Company, LLC | 4,662 | $537.6K | 0.18% | −1,895−28.9% | Reduced |
| Americana Partners, LLC | 4,672 | $538.7K | 0.04% | +787+20.3% | Added |
| McKinley Carter Wealth Services, Inc. | 4,686 | $540.3K | 0.03% | +8+0.2% | Added |
| Patton Albertson Miller Group, LLC | 4,694 | $541.2K | 0.07% | −220−4.5% | Reduced |
| Main Street Financial Solutions, LLC | 4,701 | $542.0K | 0.05% | +1,904+68.1% | Added |
| OmniStar Financial Group, Inc. | 4,710 | $543.3K | 0.41% | −65−1.4% | Reduced |
| TFG Advisers LLC | 4,712 | $543.3K | 0.20% | +386+8.9% | Added |
| Verdad Advisers, LP | 4,716 | $543.8K | 0.73% | +4,716 | New |
| Syon Capital LLC | 4,718 | $544.0K | 0.05% | −83−1.7% | Reduced |
| True Vision MN LLC | 4,727 | $545.0K | 0.33% | −442−8.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,745 | $547.1K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 5,675 | $548.8K | 0.01% | −1,551−21.5% | Reduced |
| United Bank | 4,764 | $549.3K | 0.25% | +127+2.7% | Added |
| HHM Wealth Advisors, LLC | 4,794 | $552.8K | 0.08% | −141−2.9% | Reduced |
| Charter Trust Co | 4,806 | $554.1K | 0.04% | −120−2.4% | Reduced |
| Edge Financial Advisors LLC | 4,807 | $554.3K | 0.49% | +42+0.9% | Added |
| Wolff Financial Management LLC | 4,810 | $555.0K | 0.15% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 4,815 | $555.2K | 0.13% | +172+3.7% | Added |
| Tyche Wealth Partners LLC | 4,818 | $555.5K | 0.13% | +6+0.1% | Added |
| Roberts Glore & Co Inc | 4,844 | $558.5K | 0.16% | +10.0% | Added |
| Venturi Wealth Management, LLC | 4,845 | $558.6K | 0.03% | −537−10.0% | Reduced |
| Spinnaker Trust | 4,850 | $559.2K | 0.03% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 4,855 | $559.8K | 0.07% | −1,115−18.7% | Reduced |
| Financial Security Advisor, Inc. | 4,856 | $559.8K | 0.14% | −53−1.1% | Reduced |
| Capital Analysts, LLC | 4,862 | $561.0K | 0.02% | +2,295+89.4% | Added |
| Traphagen Investment Advisors LLC | 4,867 | $561.2K | 0.06% | +113+2.4% | Added |
| Associated Banc-Corp | 4,871 | $561.7K | 0.02% | −808−14.2% | Reduced |
| Octavia Wealth Advisors, LLC | 4,885 | $563.2K | 0.07% | −230−4.5% | Reduced |
| PBMares Wealth Management LLC | 4,886 | $563.4K | 0.12% | +86+1.8% | Added |
| Saxony Capital Management, LLC | 4,887 | $563.5K | 0.52% | −316−6.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 4,894 | $564.3K | 0.05% | −68−1.4% | Reduced |
| Destination Wealth Management | 4,895 | $564.4K | 0.02% | +1,067+27.9% | Added |
| First Financial Bank - Trust Division | 4,895 | $564.4K | 0.05% | −60−1.2% | Reduced |
| CNB Bank | 4,902 | $565.2K | 0.26% | −606−11.0% | Reduced |
| Probity Advisors, Inc. | 4,927 | $568.1K | 0.11% | −706−12.5% | Reduced |
| Walker Asset Management, LLC | 4,938 | $569.4K | 0.35% | +34+0.7% | Added |
| XML Financial, LLC | 4,964 | $572.4K | 0.05% | −198−3.8% | Reduced |
| Conning Inc. | 4,984 | $574.7K | 0.02% | −66−1.3% | Reduced |
| Clearwater Capital Advisors, LLC | 4,997 | $576.2K | 0.06% | +4,997 | New |
| First Heartland Consultants, Inc. | 5,006 | $577.0K | 0.06% | −2,267−31.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 5,007 | $577.3K | 0.14% | −113−2.2% | Reduced |
| MBA Advisors LLC | 5,009 | $577.5K | 0.28% | +526+11.7% | Added |
| Graypoint LLC | 5,018 | $578.5K | 0.04% | +209+4.3% | Added |
| Firethorn Wealth Partners, LLC | 5,038 | $580.8K | 0.29% | −313−5.8% | Reduced |
| Asset Advisors Investment Management, LLC | 5,044 | $581.6K | 0.06% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 5,047 | $581.9K | 0.38% | +576+12.9% | Added |
| Aspen Investment Management Inc | 5,048 | $582.0K | 0.27% | −13−0.3% | Reduced |
| Northstar Advisory Group, LLC | 5,053 | $582.6K | 0.30% | +34+0.7% | Added |
| Carmichael Hill & Associates, Inc. | 5,055 | $582.8K | 0.22% | +8+0.2% | Added |
| Gryphon Financial Partners LLC | 5,059 | $583.3K | 0.08% | +393+8.4% | Added |
| Hendershot Investments Inc. | 5,060 | $583.4K | 0.08% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,068 | $584.3K | 0.04% | +4,942+3,922.2% | Added |
| Bill Few Associates, Inc. | 5,075 | $585.1K | 0.21% | 00.0% | Unchanged |
| Mather Group, LLC. | 5,081 | $585.8K | 0.01% | −8,667−63.0% | Reduced |
| Nwam LLC | 5,082 | $585.9K | 0.04% | +5,082 | New |
| Kingfisher Capital LLC | 5,083 | $586.0K | 0.13% | +50+1.0% | Added |
| Crestwood Advisors Group LLC | 5,098 | $587.8K | 0.01% | −146−2.8% | Reduced |
| Finivi Inc. | 5,118 | $590.1K | 0.48% | +36+0.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,125 | $591.0K | 0.05% | +1,757+52.2% | Added |
| Gray Wealth Management Inc. | 5,127 | $591.1K | 0.23% | +59+1.2% | Added |
| WBH Advisory Inc | 5,132 | $591.8K | 0.06% | −268−5.0% | Reduced |
| Apexium Financial, LP | 5,133 | $591.8K | 0.04% | −42−0.8% | Reduced |
| Centaurus Financial, Inc. | 5,143 | $593.0K | 0.04% | −159−3.0% | Reduced |
| Wendell David Associates Inc | 5,139 | $593.0K | 0.06% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 5,166 | $595.6K | 0.40% | 00.0% | Unchanged |
| Hudock, Inc. | 5,180 | $597.3K | 0.10% | +10+0.2% | Added |
| Diversify Wealth Management, LLC | 4,958 | $597.8K | 0.06% | +234+5.0% | Added |
| Roundview Capital LLC | 5,200 | $599.5K | 0.04% | +379+7.9% | Added |
| CVA Family Office, LLC | 5,200 | $599.6K | 0.10% | +31+0.6% | Added |
| Goepper Burkhardt LLC | 5,217 | $601.5K | 0.25% | −550−9.5% | Reduced |
| AdvisorNet Financial, Inc | 5,250 | $605.3K | 0.05% | +428+8.9% | Added |
| Hudson Value Partners, LLC | 5,250 | $605.3K | 0.24% | +2,725+107.9% | Added |
| Washington Capital Management Inc | 5,275 | $608.2K | 0.47% | 00.0% | Unchanged |
| Eastern Bank | 5,281 | $608.9K | 0.01% | +5,281 | New |
| Centre Asset Management, LLC | 5,313 | $613.0K | 0.13% | −277−5.0% | Reduced |
| GSB Wealth Management, LLC | 5,318 | $613.1K | 0.16% | −390−6.8% | Reduced |
| Golden State Equity Partners | 5,319 | $613.2K | 0.10% | +1,635+44.4% | Added |
| AA Financial Advisors, LLC | 5,324 | $613.9K | 0.18% | +344+6.9% | Added |
| Aspen Wealth Strategies, LLC | 5,331 | $614.7K | 0.40% | +5,331 | New |
| Cyndeo Wealth Partners, LLC | 5,337 | $615.3K | 0.04% | +1,802+51.0% | Added |
| Pittenger & Anderson Inc | 5,350 | $616.9K | 0.02% | +2,100+64.6% | Added |
| Catalyst Financial Partners LLC | 5,359 | $617.9K | 0.12% | +1,007+23.1% | Added |
| Busey Wealth Management | 5,393 | $621.8K | 0.02% | −88−1.6% | Reduced |
| Fidelis Capital Partners, LLC | 5,158 | $621.9K | 0.07% | +75+1.5% | Added |
| Arete Wealth Advisors, LLC | 5,413 | $623.0K | 0.05% | −1,790−24.9% | Reduced |
| RB Capital Management, LLC | 5,427 | $625.7K | 0.15% | −79−1.4% | Reduced |
| Moody National Bank Trust Division | 5,440 | $627.2K | 0.07% | +1,525+39.0% | Added |
| Crewe Advisors LLC | 5,452 | $628.6K | 0.07% | +41+0.8% | Added |
| Register Financial Advisors LLC | 5,457 | $629.2K | 0.32% | −31−0.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,458 | $629.4K | 0.31% | +120+2.2% | Added |
| Infrastructure Capital Advisors, LLC | 5,472 | $630.9K | 0.09% | −3,029−35.6% | Reduced |
| Trilogy Capital Inc. | 5,485 | $632.4K | 0.03% | −349−6.0% | Reduced |
| E&G Advisors, LP | 5,500 | $634.1K | 0.18% | −100−1.8% | Reduced |
| Grove Bank & Trust | 5,513 | $635.6K | 0.09% | −268−4.6% | Reduced |
| Palogic Value Management, L.P. | 5,537 | $638.4K | 0.25% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 5,330 | $638.4K | 0.61% | −1,094−17.0% | Reduced |
| Bowen Hanes & Co Inc | 5,543 | $639.1K | 0.02% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 5,550 | $639.9K | 0.13% | +1,609+40.8% | Added |
| Wilkins Investment Counsel Inc | 5,565 | $641.6K | 0.09% | +540+10.7% | Added |
| Agate Pass Investment Management, LLC | 5,583 | $643.7K | 0.32% | −310−5.3% | Reduced |