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Livermore
Livermore
ZHEN

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.

Other share classesDUKBDUKUDUK.PA

13F holders, Q4 2024

Institutional positions in Duke Energy CORP as of Dec 31, 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
2,192
+159 vs. Q3 2024
Shares held
510.8M
−2.27M (−0.4%) vs. Q3 2024
Total value
$55.0B
−$3.21B (−5.5%) vs. Q3 2024
New holders
278
888 more added
Sold out
119
724 more reduced

31 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 2,193 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ4 2024: $55.0B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q3 2024.

Institutions holding DUK in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd1,282$3790.00%+22+1.7%Added
HighMark Wealth Management LLC5$5390.00%00.0%Unchanged
Sugar Maple Asset Management, LLC5$5390.00%+5New
Catherine Avery Investment Management LLC6$6460.00%+6New
Sherman Asset Management, Inc.8$8620.00%+8New
Valued Wealth Advisors LLC9$9700.00%00.0%Unchanged
Strengthening Families & Communities, LLC10$1.00K0.00%00.0%Unchanged
Anfield Capital Management, LLC12$1.29K0.00%−75−86.2%Reduced
Trifecta Capital Advisors, LLC13$1.40K0.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.15$1.61K0.00%+15New
SJS Investment Consulting Inc.15$1.62K0.00%00.0%Unchanged
Winnow Wealth LLC16$1.69K0.00%+16New
Eagle Bay Advisors LLC17$1.83K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.13$2.00K0.00%−4−23.5%Reduced
Financial Life Planners20$2.15K0.00%+20New
Guardian Wealth Management, Inc.21$2.28K0.00%00.0%Unchanged
Highline Wealth Partners LLC23$2.48K0.00%+14+155.6%Added
Principia Wealth Advisory, LLC23$2.48K0.00%+23New
Investment Management Corp24$2.59K0.00%+24New
Ridgewood Investments LLC25$2.69K0.00%00.0%Unchanged
Pingora Partners LLC25$2.69K0.00%00.0%Unchanged
Community Bank, N.A.27$2.91K0.00%−1,200−97.8%Reduced
Eukles Asset Management28$3.02K0.00%00.0%Unchanged
True Wealth Design, LLC28$3.02K0.00%+11+64.7%Added
WealthCollab, LLC29$3.13K0.00%00.0%Unchanged
NBC Securities, Inc.30$3.31K0.30%−32,753−99.9%Reduced
Consultiva Wealth Management, Corp.34$3.66K0.02%+34New
Synergy Investment Management, LLC34$3.66K0.00%+34New
Evolution Advisers, Inc.44$4.00K0.00%+44New
Creekmur Asset Management LLC38$4.09K0.00%+4+11.8%Added
Tributary Capital Management, LLC50$5.39K0.00%00.0%Unchanged
Ameliora Wealth Management Ltd.50$5.39K0.00%00.0%Unchanged
Granite FO LLC50$5.39K0.00%00.0%Unchanged
Minot DeBlois Advisors LLC50$5.39K0.00%+50New
Robinswood Financial LLC53$5.76K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC55$5.93K0.01%−551−90.9%Reduced
Harvest Fund Management Co., Ltd60$6.00K0.00%+60New
Carolina Wealth Advisors, LLC63$6.79K0.00%−297−82.5%Reduced
MRP Capital Investments, LLC63$6.79K0.01%00.0%Unchanged
Aspect Partners, LLC63$6.79K0.00%00.0%Unchanged
Caitlin John, LLC63$6.83K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC67$7.22K0.00%−592−89.8%Reduced
LMR Partners LLP69$7.43K0.00%+69New
FPC Investment Advisory, Inc.67$7.50K0.01%+67New
TSFG, LLC78$8.00K0.00%00.0%Unchanged
Bayforest Capital Ltd78$8.40K0.01%+78New
DiNuzzo Private Wealth, Inc.81$8.73K0.00%−4−4.7%Reduced
Sanctuary Wealth Management, L.L.C.81$8.73K0.01%+81New
USAdvisors Wealth Management, LLC10,000$9.00K0.00%00.0%Unchanged
Copia Wealth Management84$9.05K0.01%+84New
Fedenia Advisers LLC88$9.48K0.01%+88New
Davis Capital Management91$9.80K0.01%−494−84.4%Reduced
Miller Wealth Advisors, LLC100$10.8K0.01%00.0%Unchanged
Lavaca Capital LLC100$10.8K0.00%+100New
Graney & King, LLC100$10.8K0.01%+100New
General Partner, Inc.101$10.9K0.01%00.0%Unchanged
Comprehensive Financial Planning, Inc.104$11.2K0.01%+104New
Activest Wealth Management107$11.5K0.00%+7+7.0%Added
West Financial Advisors, LLC108$11.6K0.00%00.0%Unchanged
Red Tortoise LLC109$11.7K0.01%00.0%Unchanged
Accordant Advisory Group Inc112$12.1K0.01%00.0%Unchanged
Raffa Wealth Management, LLC114$12.3K0.00%00.0%Unchanged
Promus Capital, LLC117$12.6K0.01%+117New
Cyrus J. Lawrence, LLC121$13.0K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC122$13.0K0.00%+122New
High Note Wealth, LLC121$13.0K0.00%+121New
Cornerstone Planning Group LLC117$13.2K0.00%+20+20.6%Added
POM Investment Strategies, LLC130$14.0K0.01%+45+52.9%Added
ESL Trust Services, LLC131$14.1K0.00%00.0%Unchanged
S&T Bank133$14.3K0.00%+133New
SWAN Capital LLC134$14.4K0.01%00.0%Unchanged
Financial Gravity Companies, Inc.134$14.4K0.00%+134New
Frazier Financial Advisors, LLC137$14.8K0.01%00.0%Unchanged
Transcendent Capital Group LLC141$15.2K0.01%00.0%Unchanged
Ramirez Asset Management, Inc.144$15.5K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC148$15.9K0.01%−1−0.7%Reduced
South Plains Financial, Inc.149$16.1K0.01%+149New
MidAtlantic Capital Management, Inc.155$16.7K0.01%00.0%Unchanged
Mascoma Wealth Management LLC162$17.5K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.165$17.8K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC166$17.9K0.02%00.0%Unchanged
American Capital Advisory, LLC166$17.9K0.01%00.0%Unchanged
Briaud Financial Planning, Inc175$18.0K0.01%00.0%Unchanged
Financial Perspectives, Inc168$18.1K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC175$18.9K0.01%00.0%Unchanged
Riverview Trust Co175$18.9K0.02%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.183$19.7K0.01%+183New
Financial Connections Group, Inc.187$20.0K0.01%00.0%Unchanged
MPWM Advisory Solutions, LLC187$20.1K0.01%+187New
Putney Financial Group LLC188$20.3K0.02%+188New
Elequin Capital LP189$20.4K0.00%−216−53.3%Reduced
DT Investment Partners, LLC190$20.5K0.00%00.0%Unchanged
Altshuler Shaham Ltd191$20.6K0.00%+8+4.4%Added
Financial Freedom, LLC192$20.7K0.01%00.0%Unchanged
Millstone Evans Group, LLC194$20.9K0.01%+194New
Dunhill Financial, LLC195$21.0K0.01%+40+25.8%Added
Park Circle Co200$21.5K0.02%00.0%Unchanged
Insight Financial Services200$21.5K0.02%+200New
Modus Advisors, LLC205$22.1K0.01%+205New
Kathleen S. Wright Associates Inc.206$22.2K0.01%+206New