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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Security Advisor, Inc. | 4,862 | $523.9K | 0.13% | +6+0.1% | Added |
| MBA Advisors LLC | 4,864 | $524.0K | 0.27% | −145−2.9% | Reduced |
| Crews Bank & Trust | 4,868 | $524.5K | 0.09% | +4,868 | New |
| HHM Wealth Advisors, LLC | 4,870 | $524.7K | 0.07% | +76+1.6% | Added |
| XML Financial, LLC | 4,870 | $524.7K | 0.05% | −94−1.9% | Reduced |
| Aspen Investment Management Inc | 4,869 | $525.0K | 0.24% | −179−3.5% | Reduced |
| Clearwater Capital Advisors, LLC | 4,884 | $526.2K | 0.05% | −113−2.3% | Reduced |
| PBMares Wealth Management LLC | 4,886 | $526.5K | 0.11% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 4,899 | $527.8K | 0.06% | +14+0.3% | Added |
| Oxford Asset Management LLP | 4,900 | $527.9K | 0.23% | −3,747−43.3% | Reduced |
| Washington Capital Management Inc | 4,930 | $531.2K | 0.42% | −345−6.5% | Reduced |
| Hudock, Inc. | 4,935 | $531.8K | 0.09% | −245−4.7% | Reduced |
| Sierra Summit Advisors LLC | 4,969 | $535.4K | 0.11% | +1,204+32.0% | Added |
| Destination Wealth Management | 4,976 | $536.1K | 0.02% | +81+1.7% | Added |
| Diversify Wealth Management, LLC | 5,064 | $536.2K | 0.04% | +106+2.1% | Added |
| Novus Advisors, LLC | 4,983 | $536.8K | 0.53% | +4,983 | New |
| Choate Investment Advisors | 4,988 | $537.4K | 0.01% | +4,988 | New |
| Catalyst Financial Partners LLC | 5,002 | $538.9K | 0.10% | −357−6.7% | Reduced |
| Picton Mahoney Asset Management | 5,002 | $539.0K | 0.02% | +1,768+54.7% | Added |
| Broyhill Asset Management | 5,003 | $539.0K | 0.47% | +5,003 | New |
| Level Wealth Management LLC | 5,008 | $539.5K | 0.38% | +5,008 | New |
| PSI Advisors, LLC | 5,013 | $540.1K | 0.16% | −589−10.5% | Reduced |
| Northstar Advisory Group, LLC | 5,029 | $541.8K | 0.28% | −24−0.5% | Reduced |
| CVA Family Office, LLC | 5,035 | $542.5K | 0.09% | −165−3.2% | Reduced |
| Hudson Value Partners, LLC | 5,040 | $543.0K | 0.20% | −210−4.0% | Reduced |
| Bill Few Associates, Inc. | 5,050 | $544.1K | 0.19% | −25−0.5% | Reduced |
| Cypress Wealth Services, LLC | 5,053 | $544.4K | 0.11% | −497−9.0% | Reduced |
| Firethorn Wealth Partners, LLC | 5,057 | $544.8K | 0.27% | +19+0.4% | Added |
| Apella Capital, LLC | 5,057 | $544.9K | 0.02% | +1,860+58.2% | Added |
| Intrua Financial, LLC | 5,063 | $545.4K | 0.09% | −767−13.2% | Reduced |
| Petra Financial Advisors Inc | 5,065 | $545.7K | 0.37% | +18+0.4% | Added |
| Walker Asset Management, LLC | 5,076 | $546.9K | 0.34% | +138+2.8% | Added |
| Blue Rock Wealth Management LLC | 5,083 | $547.7K | 0.58% | +5,083 | New |
| WealthPlan Investment Management, LLC | 5,110 | $550.5K | 0.05% | +1,959+62.2% | Added |
| Crewe Advisors LLC | 5,110 | $550.6K | 0.08% | −342−6.3% | Reduced |
| Gray Wealth Management Inc. | 5,136 | $553.4K | 0.21% | +9+0.2% | Added |
| Busey Wealth Management | 5,144 | $554.2K | 0.02% | −249−4.6% | Reduced |
| Graypoint LLC | 5,151 | $554.9K | 0.03% | +133+2.7% | Added |
| JFS Wealth Advisors, LLC | 5,156 | $555.5K | 0.04% | +88+1.7% | Added |
| YANKCOM Partnership | 5,164 | $556.4K | 0.30% | +5,164 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 5,179 | $558.0K | 0.05% | +285+5.8% | Added |
| Probity Advisors, Inc. | 5,211 | $561.4K | 0.11% | +284+5.8% | Added |
| Wendell David Associates Inc | 5,240 | $565.0K | 0.06% | +101+2.0% | Added |
| Howard Capital Management Inc. | 5,257 | $566.4K | 0.01% | −1,849−26.0% | Reduced |
| Nwam LLC | 5,270 | $567.7K | 0.04% | +188+3.7% | Added |
| Sherbrooke Park Advisers LLC | 5,273 | $568.1K | 0.18% | −9,260−63.7% | Reduced |
| Roundview Capital LLC | 5,275 | $568.3K | 0.04% | +75+1.4% | Added |
| Fisher Asset Management, LLC | 5,317 | $572.9K | 0.00% | +1,781+50.4% | Added |
| Concord Asset Management, LLC | 5,332 | $574.5K | 0.13% | +517+10.7% | Added |
| GSB Wealth Management, LLC | 5,332 | $574.5K | 0.15% | +14+0.3% | Added |
| First Financial Group Corp | 5,339 | $575.3K | 0.64% | +5,339 | New |
| Apexium Financial, LP | 5,343 | $575.7K | 0.03% | +210+4.1% | Added |
| Pittenger & Anderson Inc | 5,350 | $576.4K | 0.02% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 5,351 | $576.5K | 0.04% | +936+21.2% | Added |
| Cyndeo Wealth Partners, LLC | 5,358 | $577.3K | 0.04% | +21+0.4% | Added |
| Finivi Inc. | 5,377 | $579.3K | 0.46% | +259+5.1% | Added |
| Crestwood Advisors Group LLC | 5,379 | $579.5K | 0.01% | +281+5.5% | Added |
| Tudor Financial Inc. | 5,387 | $580.4K | 0.34% | +1,363+33.9% | Added |
| Trilogy Capital Inc. | 5,395 | $581.3K | 0.03% | −90−1.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,399 | $581.8K | 0.28% | −59−1.1% | Reduced |
| Centaurus Financial, Inc. | 5,409 | $583.0K | 0.04% | +266+5.2% | Added |
| Quest 10 Wealth Builders, Inc. | 5,448 | $587.0K | 0.58% | +5,448 | New |
| RB Capital Management, LLC | 5,454 | $587.6K | 0.14% | +27+0.5% | Added |
| Register Financial Advisors LLC | 5,459 | $588.2K | 0.30% | +20.0% | Added |
| Phillips Wealth Planners LLC | 5,597 | $592.6K | 0.59% | +267+5.0% | Added |
| Agate Pass Investment Management, LLC | 5,533 | $596.1K | 0.27% | −50−0.9% | Reduced |
| Palogic Value Management, L.P. | 5,537 | $596.6K | 0.24% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,541 | $597.0K | 0.05% | +416+8.1% | Added |
| Bowen Hanes & Co Inc | 5,543 | $597.2K | 0.02% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 5,541 | $597.7K | 0.02% | +5,541 | New |
| Gryphon Financial Partners LLC | 5,561 | $599.1K | 0.09% | +502+9.9% | Added |
| Wilkins Investment Counsel Inc | 5,565 | $599.6K | 0.09% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 5,582 | $601.4K | 0.14% | +575+11.5% | Added |
| First Financial Bank - Trust Division | 5,617 | $605.2K | 0.06% | +722+14.7% | Added |
| Wellington Shields & Co., LLC | 5,631 | $606.7K | 0.19% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 5,634 | $607.0K | 0.21% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 5,635 | $607.2K | 0.04% | −161−2.8% | Reduced |
| BCGM Wealth Management, LLC | 5,642 | $607.9K | 0.19% | −128−2.2% | Reduced |
| Kuhn & Co Investment Counsel | 5,676 | $611.5K | 0.52% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 5,680 | $612.0K | 0.07% | −685−10.8% | Reduced |
| Capital Analysts, LLC | 5,683 | $612.0K | 0.02% | +821+16.9% | Added |
| Moody National Bank Trust Division | 5,695 | $613.6K | 0.06% | +255+4.7% | Added |
| E&G Advisors, LP | 5,700 | $614.1K | 0.17% | +200+3.6% | Added |
| Verity & Verity, LLC | 5,716 | $615.9K | 0.06% | +5,716 | New |
| Centre Asset Management, LLC | 5,721 | $616.0K | 0.14% | +408+7.7% | Added |
| Dorsey & Whitney Trust CO LLC | 5,719 | $616.2K | 0.03% | −1,735−23.3% | Reduced |
| Venture Visionary Partners LLC | 5,722 | $616.6K | 0.03% | −115−2.0% | Reduced |
| Monetary Management Group Inc | 5,733 | $617.7K | 0.16% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 5,733 | $618.0K | 0.80% | +5,733 | New |
| Gateway Investment Advisers LLC | 5,739 | $618.3K | 0.01% | +1,256+28.0% | Added |
| Centiva Capital, LP | 5,750 | $619.5K | 0.02% | −13,863−70.7% | Reduced |
| Independence Bank of Kentucky | 5,762 | $620.8K | 0.10% | −5−0.1% | Reduced |
| Transform Wealth, LLC | 5,768 | $621.4K | 0.03% | +1,904+49.3% | Added |
| Glen Eagle Advisors, LLC | 5,788 | $623.6K | 0.10% | +36+0.6% | Added |
| Grove Bank & Trust | 5,803 | $625.2K | 0.09% | +290+5.3% | Added |
| Aegis Wealth Management LLC | 5,803 | $625.2K | 0.42% | +5,803 | New |
| Passumpsic Savings Bank | 5,818 | $626.8K | 0.39% | +79+1.4% | Added |
| Whittier Trust Co of Nevada Inc | 5,827 | $627.8K | 0.02% | +1,082+22.8% | Added |
| Bank of New Hampshire | 5,850 | $630.3K | 0.16% | 00.0% | Unchanged |
| United Bank | 5,861 | $631.5K | 0.27% | +1,097+23.0% | Added |