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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Bokf, NA | 178,976 | $20.7M | 0.37% | +3,426+2.0% | Added |
| Calamos Advisors LLC | 176,667 | $20.4M | 0.10% | −4,335−2.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 173,982 | $20.1M | 0.61% | +635+0.4% | Added |
| Exchange Traded Concepts, LLC | 172,297 | $19.9M | 0.47% | +79,139+85.0% | Added |
| Swiss Life Asset Management Ltd | 171,975 | $19.8M | 0.23% | +66,259+62.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 171,030 | $19.7M | 0.06% | −7,972−4.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 170,691 | $19.7M | 0.50% | −14,552−7.9% | Reduced |
| Retirement Systems of Alabama | 168,949 | $19.5M | 0.07% | −1,295−0.8% | Reduced |
| Woodmont Investment Counsel LLC | 168,008 | $19.4M | 1.46% | +1,785+1.1% | Added |
| Rockefeller Capital Management L.P. | 166,816 | $19.2M | 0.05% | −3,906−2.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 161,574 | $18.6M | 0.04% | +14,166+9.6% | Added |
| Tocqueville Asset Management L.P. | 160,434 | $18.5M | 0.29% | −326−0.2% | Reduced |
| Financial Counselors Inc | 160,011 | $18.4M | 0.27% | −4,714−2.9% | Reduced |
| Mercer Global Advisors Inc | 158,042 | $18.3M | 0.04% | +2,742+1.8% | Added |
| Czech National Bank | 157,244 | $18.1M | 0.18% | +10,177+6.9% | Added |
| Trexquant Investment LP | 154,984 | $17.9M | 0.23% | +154,984 | New |
| Amalgamated Bank | 154,678 | $17.8M | 0.15% | −1,216−0.8% | Reduced |
| FIL Ltd | 154,135 | $17.8M | 0.02% | +64,371+71.7% | Added |
| Brinker Capital Investments, LLC | 151,323 | $17.4M | 0.17% | −8,472−5.3% | Reduced |
| Orion Portfolio Solutions, LLC | 151,323 | $17.4M | 0.17% | −8,472−5.3% | Reduced |
| Canal Insurance CO | 150,166 | $17.3M | 4.07% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 150,084 | $17.3M | 0.92% | +150,084 | New |
| Nissay Asset Management Corp | 149,275 | $17.2M | 0.11% | +2,727+1.9% | Added |
| Synovus Financial Corp | 148,774 | $17.2M | 0.20% | −4,572−3.0% | Reduced |
| Edgar Lomax Co | 148,181 | $17.1M | 1.04% | −2,390−1.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 142,994 | $16.5M | 0.14% | −3,496−2.4% | Reduced |
| Lockheed Martin Investment Management Co | 141,010 | $16.3M | 0.75% | +11,740+9.1% | Added |
| Tiaa Trust, National Association | 140,404 | $16.2M | 0.05% | +2,908+2.1% | Added |
| ARS Wealth Advisors Group, LLC | 138,502 | $16.0M | 1.96% | +3,026+2.2% | Added |
| GWM Advisors LLC | 138,412 | $16.0M | 0.10% | +122+0.1% | Added |
| South Dakota Investment Council | 135,586 | $15.6M | 0.31% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 134,802 | $15.5M | 0.08% | +3,900+3.0% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 134,736 | $15.5M | 1.06% | −231−0.2% | Reduced |
| QRG Capital Management, Inc. | 132,562 | $15.3M | 0.17% | +18,123+15.8% | Added |
| Colonial Trust Advisors | 129,363 | $14.9M | 1.29% | −774−0.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 128,792 | $14.8M | 0.04% | −3,820−2.9% | Reduced |
| British Columbia Investment Management Corp | 128,782 | $14.8M | 0.09% | −18,979−12.8% | Reduced |
| Utah Retirement Systems | 127,586 | $14.7M | 0.17% | +500+0.4% | Added |
| Guardian Capital Advisors LP | 126,523 | $14.7M | 1.45% | +1,372+1.1% | Added |
| Squarepoint Ops LLC | 127,412 | $14.7M | 0.05% | −103,068−44.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 125,642 | $14.5M | 0.01% | −9,995−7.4% | Reduced |
| Beck Mack & Oliver LLC | 123,899 | $14.3M | 0.28% | −4,100−3.2% | Reduced |
| Beck Bode, LLC | 122,751 | $14.2M | 2.66% | +122,751 | New |
| Ilmarinen Mutual Pension Insurance Co | 120,000 | $13.8M | 0.15% | +11,500+10.6% | Added |
| Vestcor Inc | 119,424 | $13.8M | 0.43% | −9,669−7.5% | Reduced |
| Wedge Capital Management L L P | 119,414 | $13.8M | 0.24% | −19,475−14.0% | Reduced |
| Brookstone Capital Management | 119,227 | $13.7M | 0.20% | +4,700+4.1% | Added |
| Yousif Capital Management, LLC | 118,987 | $13.7M | 0.15% | −1,957−1.6% | Reduced |
| Independent Advisor Alliance | 117,798 | $13.6M | 0.49% | +1,024+0.9% | Added |
| Pinnacle Financial Partners Inc | 115,367 | $13.3M | 0.27% | +51,218+79.8% | Added |
| Illinois Municipal Retirement Fund | 115,110 | $13.3M | 0.19% | +5,283+4.8% | Added |
| Cinctive Capital Management LP | 114,864 | $13.2M | 0.76% | +17,229+17.6% | Added |
| TownSquare Capital, LLC | 114,592 | $13.2M | 0.16% | +604+0.5% | Added |
| Oak Harvest Investment Services | 114,335 | $13.2M | 1.90% | +22,798+24.9% | Added |
| Hennessy Advisors Inc | 114,287 | $13.2M | 0.42% | −4,400−3.7% | Reduced |
| Stonebridge Capital Advisors LLC | 112,838 | $13.0M | 1.06% | +3,934+3.6% | Added |
| River Road Asset Management, LLC | 112,596 | $13.0M | 0.17% | −4,550−3.9% | Reduced |
| Daiwa Securities Group Inc. | 111,429 | $12.8M | 0.06% | +27,462+32.7% | Added |
| Willis Investment Counsel | 111,407 | $12.8M | 0.83% | +147+0.1% | Added |
| Agf Management Ltd | 109,902 | $12.7M | 0.06% | +18,633+20.4% | Added |
| Aptus Capital Advisors, LLC | 106,531 | $12.3M | 0.19% | +14,726+16.0% | Added |
| Public Employees Retirement Association of Colorado | 105,977 | $12.2M | 0.05% | +210.0% | Added |
| Xponance, Inc. | 105,884 | $12.2M | 0.12% | +1,797+1.7% | Added |
| DRW Securities, LLC | 104,870 | $12.1M | 0.67% | +100,993+2,604.9% | Added |
| CIBC World Markets Corp | 104,771 | $12.1M | 0.09% | +5,301+5.3% | Added |
| FineMark National Bank & Trust | 102,748 | $11.8M | 0.41% | +19,050+22.8% | Added |
| ProShare Advisors LLC | 102,570 | $11.8M | 0.03% | −9,481−8.5% | Reduced |
| New York Life Investment Management LLC | 102,562 | $11.8M | 0.12% | −3,359−3.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 101,827 | $11.7M | 0.10% | +8,844+9.5% | Added |
| Janney Capital Management LLC | 99,982 | $11.5M | 0.78% | −1,123−1.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 98,182 | $11.3M | 0.12% | +1,441+1.5% | Added |
| Avantax Advisory Services, Inc. | 97,680 | $11.3M | 0.07% | −144−0.1% | Reduced |
| Janus Henderson Group PLC | 96,936 | $11.2M | 0.01% | +1,500+1.6% | Added |
| Mutual of America Capital Management LLC | 95,050 | $11.0M | 0.12% | −2,275−2.3% | Reduced |
| Bogart Wealth, LLC | 94,914 | $10.9M | 0.52% | −12,704−11.8% | Reduced |
| Oppenheimer & Co Inc | 94,077 | $10.8M | 0.17% | +1,300+1.4% | Added |
| Blair William & Co | 93,707 | $10.8M | 0.03% | +1,393+1.5% | Added |
| Yaupon Capital Management LP | 93,599 | $10.8M | 0.72% | +93,599 | New |
| Pacer Advisors, Inc. | 93,376 | $10.8M | 0.02% | +16,259+21.1% | Added |
| Keybank National Association | 93,159 | $10.7M | 0.04% | +1,495+1.6% | Added |
| Pathstone Holdings, LLC | 93,008 | $10.7M | 0.05% | +8,308+9.8% | Added |
| Tudor Investment Corp Et Al | 92,743 | $10.7M | 0.12% | +92,743 | New |
| Covalis Capital LLP | 92,036 | $10.6M | 1.58% | +92,036 | New |
| Raymond James Trust N.A. | 90,733 | $10.5M | 0.23% | −2,398−2.6% | Reduced |
| Atria Wealth Solutions, Inc. | 90,428 | $10.4M | 0.11% | −1,997−2.2% | Reduced |
| First Citizens Bank & Trust Co | 90,155 | $10.4M | 0.23% | +6,309+7.5% | Added |
| CIBC World Markets Inc. | 89,894 | $10.4M | 0.02% | −1,241−1.4% | Reduced |
| State of Alaska, Department of Revenue | 89,685 | $10.3M | 0.11% | +5,770+6.9% | Added |
| Rafferty Asset Management, LLC | 88,955 | $10.3M | 0.04% | +5,235+6.3% | Added |
| Capital Fund Management S.A. | 88,749 | $10.2M | 0.11% | +13,317+17.7% | Added |
| Azimuth Capital Investment Management LLC | 88,161 | $10.2M | 0.39% | +1,633+1.9% | Added |
| Lowe Brockenbrough & Co Inc | 87,715 | $10.1M | 0.65% | +18,702+27.1% | Added |
| Wealthfront Advisers LLC | 87,602 | $10.1M | 0.03% | +13,009+17.4% | Added |
| Gotham Asset Management, LLC | 87,126 | $10.0M | 0.10% | −23,164−21.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 87,067 | $10.0M | 0.09% | +25,163+40.6% | Added |
| Linscomb & Williams, Inc. | 86,521 | $9.98M | 0.49% | −506−0.6% | Reduced |
| Biondo Investment Advisors, LLC | 86,358 | $9.96M | 1.36% | +1,520+1.8% | Added |
| Glenmede Trust Co NA | 85,404 | $9.85M | 0.05% | −3,953−4.4% | Reduced |
| Advocate Group LLC | 85,078 | $9.81M | 1.78% | +961+1.1% | Added |
| Tompkins Financial Corp | 85,031 | $9.80M | 0.94% | +989+1.2% | Added |