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 |
|---|---|---|---|---|---|
| JustInvest LLC | 84,905 | $9.79M | 0.16% | +11,977+16.4% | Added |
| International Assets Investment Management, LLC | 1,125,607 | $9.76M | 0.04% | +1,117,526+13,829.1% | Added |
| Savant Capital, LLC | 83,730 | $9.65M | 0.08% | +1,599+1.9% | Added |
| Romano Brothers and Company | 83,517 | $9.63M | 1.20% | +4,037+5.1% | Added |
| Strategic Wealth Designers | 81,446 | $9.47M | 1.01% | +13,886+20.6% | Added |
| Anchor Investment Management, LLC | 81,252 | $9.37M | 0.88% | +1,252+1.6% | Added |
| Andra AP-fonden | 80,400 | $9.27M | 0.14% | +80,400 | New |
| Laurel Wealth Advisors LLC | 79,726 | $9.19M | 1.48% | −2,516−3.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 78,082 | $9.00M | 0.29% | −3,839−4.7% | Reduced |
| Meyer Handelman Co | 77,270 | $8.91M | 0.30% | −1,880−2.4% | Reduced |
| Private Advisor Group, LLC | 76,405 | $8.81M | 0.05% | +1,308+1.7% | Added |
| Philadelphia Trust Co | 76,146 | $8.78M | 0.64% | −1,485−1.9% | Reduced |
| New England Asset Management Inc | 75,680 | $8.73M | 1.36% | +465+0.6% | Added |
| Graham Capital Management, L.P. | 75,431 | $8.70M | 0.29% | +75,431 | New |
| Camden National Bank | 75,248 | $8.68M | 1.24% | −369−0.5% | Reduced |
| Chartwell Investment Partners, LLC | 75,113 | $8.66M | 0.30% | −1,144−1.5% | Reduced |
| Capital Investment Advisory Services, LLC | 74,520 | $8.59M | 0.81% | −1,582−2.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 74,403 | $8.58M | 0.17% | +23,570+46.4% | Added |
| Bell Bank | 74,087 | $8.54M | 1.01% | −13,409−15.3% | Reduced |
| Churchill Management Corp | 72,586 | $8.37M | 0.10% | +17,654+32.1% | Added |
| Insight Folios Inc | 71,993 | $8.30M | 2.96% | +3,147+4.6% | Added |
| National Asset Management, Inc. | 71,669 | $8.28M | 0.23% | −3,933−5.2% | Reduced |
| Canal Capital Management, LLC | 70,855 | $8.17M | 1.30% | +3,090+4.6% | Added |
| Windward Capital Management Co | 70,644 | $8.15M | 0.62% | +1,306+1.9% | Added |
| Prudential PLC | 69,253 | $7.98M | 0.04% | +13,146+23.4% | Added |
| Hudson Bay Capital Management LP | 68,172 | $7.86M | 0.05% | −255,820−79.0% | Reduced |
| CCM Investment Advisers LLC | 67,254 | $7.75M | 0.86% | +46,915+230.7% | Added |
| Strategic Advisors LLC | 66,340 | $7.65M | 1.43% | +60.0% | Added |
| Cincinnati Casualty Co | 66,300 | $7.64M | 4.31% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 66,183 | $7.63M | 0.14% | −70−0.1% | Reduced |
| HB Wealth Management, LLC | 65,937 | $7.60M | 0.08% | +1,416+2.2% | Added |
| NewSquare Capital LLC | 66,739 | $7.59M | 0.60% | −562−0.8% | Reduced |
| Steel Peak Wealth Management LLC | 65,263 | $7.52M | 0.33% | +65,263 | New |
| Patten & Patten Inc | 64,835 | $7.48M | 0.50% | −1,122−1.7% | Reduced |
| Morgan Dempsey Capital Management LLC | 64,633 | $7.45M | 2.56% | −7,780−10.7% | Reduced |
| Decade Renewable Partners LP | 64,400 | $7.43M | 3.89% | +64,400 | New |
| Millennium Management LLC | 64,351 | $7.42M | 0.01% | +4,535+7.6% | Added |
| Kestra Private Wealth Services, LLC | 64,173 | $7.40M | 0.14% | −2,392−3.6% | Reduced |
| Loomis Sayles & Co L P | 63,954 | $7.37M | 0.01% | −19,537−23.4% | Reduced |
| Alaska Permanent Fund Corp | 63,385 | $7.31M | 0.11% | 00.0% | Unchanged |
| Welch & Forbes LLC | 62,790 | $7.24M | 0.09% | −1,281−2.0% | Reduced |
| Wesbanco Bank Inc | 62,585 | $7.22M | 0.24% | −1,868−2.9% | Reduced |
| Kessler Investment Group, LLC | 62,585 | $7.22M | 3.71% | −80.0% | Reduced |
| Gulf International Bank (UK) Ltd | 62,286 | $7.18M | 0.18% | −2,762−4.2% | Reduced |
| First PREMIER Bank | 62,075 | $7.16M | 1.78% | −741−1.2% | Reduced |
| Prospera Financial Services Inc | 61,951 | $7.15M | 0.18% | +2,174+3.6% | Added |
| Farmers & Merchants Investments Inc | 61,968 | $7.14M | 0.22% | −368−0.6% | Reduced |
| Dean Investment Associates, LLC | 61,877 | $7.13M | 0.96% | −26,889−30.3% | Reduced |
| GLOBALT Investments LLC | 61,640 | $7.11M | 0.27% | −2,084−3.3% | Reduced |
| Washington Trust Bank | 61,229 | $7.06M | 0.68% | −1,048−1.7% | Reduced |
| Warren Averett Asset Management, LLC | 60,520 | $6.98M | 0.13% | +3,941+7.0% | Added |
| Jane Street Group, LLC | 60,342 | $6.96M | 0.01% | −657,339−91.6% | Reduced |
| Banque Cantonale Vaudoise | 59,105 | $6.82M | 0.28% | +21,635+57.7% | Added |
| BCM Advisors, LLC | 60,320 | $6.79M | 1.56% | −272−0.4% | Reduced |
| KBC Group NV | 58,543 | $6.75M | 0.02% | +4,847+9.0% | Added |
| UniSuper Management Pty Ltd | 58,259 | $6.72M | 0.05% | +18,256+45.6% | Added |
| Cubist Systematic Strategies, LLC | 57,573 | $6.64M | 0.10% | +57,173+14,293.3% | Added |
| Capital Investment Advisors, LLC | 57,319 | $6.61M | 0.14% | −2,096−3.5% | Reduced |
| Colonial Trust Co | 57,036 | $6.58M | 1.01% | +8,256+16.9% | Added |
| Brown Advisory Inc | 56,972 | $6.57M | 0.01% | +1,655+3.0% | Added |
| Founders Financial Alliance, LLC | 56,597 | $6.53M | 1.82% | +572+1.0% | Added |
| ProVise Management Group, LLC | 56,453 | $6.51M | 0.52% | −705−1.2% | Reduced |
| Wasatch Advisors Inc | 56,176 | $6.48M | 0.03% | −11,024−16.4% | Reduced |
| Alley Investment Management Company, LLC | 56,063 | $6.46M | 0.82% | +358+0.6% | Added |
| Tower Research Capital LLC (TRC) | 56,004 | $6.46M | 0.17% | −81,717−59.3% | Reduced |
| Zions Bancorporation, N.A. | 55,568 | $6.41M | 0.47% | −37,644−40.4% | Reduced |
| Reaves W H & Co Inc | 55,550 | $6.41M | 0.18% | −381,000−87.3% | Reduced |
| Atria Investments LLC | 55,470 | $6.40M | 0.08% | −12,253−18.1% | Reduced |
| Metis Global Partners, LLC | 55,214 | $6.37M | 0.20% | +7,325+15.3% | Added |
| Commerzbank Aktiengesellschaft | 54,485 | $6.28M | 0.17% | −3,075−5.3% | Reduced |
| Geneos Wealth Management Inc. | 54,119 | $6.24M | 0.24% | +6,590+13.9% | Added |
| Tectonic Advisors LLC | 53,850 | $6.21M | 0.41% | +6,522+13.8% | Added |
| Kentucky Retirement Systems | 53,782 | $6.20M | 0.18% | −4,376−7.5% | Reduced |
| Sigma Planning Corp | 53,523 | $6.17M | 0.19% | −1,964−3.5% | Reduced |
| Sterling Capital Management LLC | 53,519 | $6.17M | 0.08% | +53,519 | New |
| Estabrook Capital Management | 53,508 | $6.17M | 0.92% | −227−0.4% | Reduced |
| Ieq Capital, LLC | 53,219 | $6.14M | 0.08% | +4,631+9.5% | Added |
| Farmers Trust Co | 52,668 | $6.07M | 1.13% | +50.0% | Added |
| Smith, Salley & Associates | 52,041 | $6.00M | 0.39% | +4,269+8.9% | Added |
| Principal Street Partners, LLC | 51,668 | $5.94M | 0.97% | −15,448−23.0% | Reduced |
| Cresset Asset Management, LLC | 51,509 | $5.94M | 0.02% | +3,201+6.6% | Added |
| Fayez Sarofim & Co | 51,414 | $5.93M | 0.02% | +3,235+6.7% | Added |
| Coldstream Capital Management Inc | 51,164 | $5.90M | 0.13% | +215+0.4% | Added |
| Resources Investment Advisors, LLC. | 50,990 | $5.88M | 0.07% | −3,317−6.1% | Reduced |
| Snowden Capital Advisors LLC | 50,916 | $5.87M | 0.17% | −31,531−38.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 50,308 | $5.83M | 0.03% | +13,056+35.0% | Added |
| Strategic Wealth Partners, Ltd. | 50,575 | $5.83M | 0.56% | +1,036+2.1% | Added |
| Adviser Investments LLC | 50,215 | $5.79M | 0.07% | +42,014+512.3% | Added |
| Mizuho Securities USA LLC | 50,060 | $5.77M | 0.12% | −9,448−15.9% | Reduced |
| Aventail Capital Group, LP | 50,000 | $5.76M | 0.34% | −49,562−49.8% | Reduced |
| Eliot Finkel Investment Counsel, LLC | 49,854 | $5.75M | 3.53% | −430−0.9% | Reduced |
| Covington Investment Advisors Inc. | 49,688 | $5.73M | 0.86% | +340+0.7% | Added |
| Intact Investment Management Inc. | 49,530 | $5.71M | 0.19% | +4,930+11.1% | Added |
| Argent Trust Co | 49,519 | $5.71M | 0.24% | +20,173+68.7% | Added |
| Family Legacy, Inc. | 49,502 | $5.71M | 1.90% | +105+0.2% | Added |
| Moors & Cabot, Inc. | 49,444 | $5.70M | 0.28% | −1,600−3.1% | Reduced |
| KMG Fiduciary Partners, LLC | 49,392 | $5.69M | 0.49% | −8,311−14.4% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 49,383 | $5.69M | 0.45% | −1,044−2.1% | Reduced |
| Resolution Capital Ltd | 49,352 | $5.69M | 0.10% | +32,967+201.2% | Added |
| Dynamic Technology Lab Private Ltd | 49,341 | $5.69M | 0.60% | +45,708+1,258.1% | Added |