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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; 2,491 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: 2,192 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,797 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,898 institutionsQ1 2024: 1,904 institutionsQ2 2024: 1,968 institutionsQ3 2024: 2,064 institutionsQ4 2024: 2,192 institutionsQ1 2025: 2,258 institutionsQ2 2025: 2,270 institutionsQ3 2025: 2,331 institutionsQ4 2025: 2,399 institutionsQ1 2026: 2,484 institutionsQ2 2026: 2,491 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 20262,491$68.9B
Q1 20262,484$70.8B
Q4 20252,399$62.9B
Q3 20252,331$65.9B
Q2 20252,270$62.7B
Q1 20252,258$64.2B
Q4 20242,192$55.0B
Q3 20242,064$58.7B
Q2 20241,968$50.5B
Q1 20241,904$48.4B
Q4 20231,898$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 20221,797$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
Bradley & Co. Private Wealth Management, LLC222$23.9K0.01%+222New
Northwest Bank & Trust Co207$24.2K0.02%00.0%Unchanged
St. Johns Investment Management Company, LLC226$24.4K0.01%00.0%Unchanged
First Pacific Financial234$25.2K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC235$25.3K0.01%00.0%Unchanged
Perritt Capital Management Inc242$26.1K0.01%+35+16.9%Added
Core Alternative Capital250$26.9K0.01%00.0%Unchanged
Vermillion Wealth Management, Inc.250$26.9K0.01%+250New
Loring Wolcott & Coolidge Fiduciary Advisors LLP240$27.0K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.254$27.4K0.01%+50+24.5%Added
Legacy Investment Solutions, LLC240$27.6K0.02%−17−6.6%Reduced
Legacy Wealth Managment, LLC240$27.6K0.02%−17−6.6%Reduced
SIMA Wealth Partners, LLC258$27.8K0.02%00.0%Unchanged
Chesapeake Asset Management LLC258$27.8K0.03%+49+23.4%Added
Parkworth Wealth Management, Inc.261$28.1K0.02%+261New
Mattson Financial Services, LLC244$28.1K0.01%+244New
Toth Financial Advisory Corp263$28.4K0.00%00.0%Unchanged
Bell Investment Advisors, Inc268$28.9K0.01%−33−11.0%Reduced
JNBA Financial Advisors276$29.7K0.00%00.0%Unchanged
WealthTrak Capital Management LLC276$29.7K0.03%+276New
Olistico Wealth, LLC280$30.2K0.02%00.0%Unchanged
Nova Wealth Management, Inc.282$30.4K0.03%+282New
CKW Financial Group288$31.0K0.00%00.0%Unchanged
Rakuten Securities, Inc.288$31.0K0.01%+270+1,500.0%Added
Compass Wealth Management LLC290$31.2K0.01%00.0%Unchanged
Sierra Ocean, LLC290$31.3K0.03%+290New
Global Financial Private Client, LLC297$32.0K0.01%+5+1.7%Added
CGC Financial Services, LLC308$33.2K0.01%+242+366.7%Added
Oarsman Capital, Inc.311$33.5K0.01%00.0%Unchanged
Winch Advisory Services, LLC316$34.0K0.01%+243+332.9%Added
Pacific Capital Wealth Advisors, Inc317$34.2K0.01%00.0%Unchanged
Global Wealth Strategies & Associates317$34.2K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC321$34.6K0.02%−91−22.1%Reduced
FWL Investment Management, LLC324$34.9K0.01%00.0%Unchanged
Montag & Caldwell, LLC330$35.6K0.01%+330New
Hoey Investments, Inc330$35.6K0.01%+330New
Chilton Capital Management LLC331$35.7K0.00%+257+347.3%Added
Centricity Wealth Management, LLC332$35.8K0.03%+332New
Cornerstone National Bank & Trust Co333$35.9K0.02%00.0%Unchanged
Orion Capital Management LLC333$35.9K0.02%+333New
Redwood Park Advisors LLC333$35.9K0.03%+333New
Lipe & Dalton343$37.0K0.02%00.0%Unchanged
First Community Trust NA348$37.5K0.03%00.0%Unchanged
WFA Asset Management Corp348$37.5K0.02%+1+0.3%Added
Sachetta, LLC352$37.9K0.01%−81−18.7%Reduced
TFC Financial Management353$38.0K0.01%00.0%Unchanged
Main Street Group, LTD355$38.2K0.01%−442−55.5%Reduced
Pacifica Partners Inc.355$38.2K0.02%+1+0.3%Added
Tortoise Investment Management, LLC362$39.0K0.00%00.0%Unchanged
Midwest Capital Advisors, LLC367$39.5K0.03%+367New
Acima Private Wealth, LLC368$39.6K0.01%00.0%Unchanged
IAG Wealth Partners, LLC374$40.3K0.01%+374New
Pineridge Advisors LLC378$40.7K0.02%+4+1.1%Added
Meeder Asset Management Inc385$41.5K0.00%−338−46.7%Reduced
Aspetuck Financial Management LLC388$41.8K0.03%+388New
1620 Investment Advisors, Inc.398$42.9K0.03%−30−7.0%Reduced
Global Trust Asset Management, LLC409$44.1K0.02%−66−13.9%Reduced
GW&K Investment Management, LLC419$45.0K0.00%+11+2.7%Added
Private Wealth Management Group, LLC421$45.4K0.02%+150+55.4%Added
Horrell Capital Management, Inc.429$46.0K0.01%00.0%Unchanged
Rise Advisors, LLC435$46.9K0.02%+4+0.9%Added
Lowe Wealth Advisors, LLC435$46.9K0.02%+53+13.9%Added
Covestor Ltd436$47.0K0.03%+26+6.3%Added
Hemington Wealth Management442$47.0K0.01%+35+8.6%Added
FSA Wealth Management LLC437$47.1K0.02%00.0%Unchanged
PFG Private Wealth Management, LLC466$50.2K0.03%00.0%Unchanged
Canton Hathaway, LLC471$51.0K0.01%00.0%Unchanged
Delta Asset Management LLC480$51.7K0.00%−38−7.3%Reduced
Tidemark, LLC482$52.0K0.02%+5+1.0%Added
Pin Oak Investment Advisors Inc456$53.0K0.05%00.0%Unchanged
BankPlus Trust Department494$53.2K0.02%+494New
Oliver Lagore Vanvalin Investment Group497$53.5K0.01%00.0%Unchanged
Motco500$53.9K0.01%−60−10.7%Reduced
Hussman Strategic Advisors, Inc.500$53.9K0.02%00.0%Unchanged
Trivant Custom Portfolio Group, LLC500$53.9K0.03%00.0%Unchanged
Lummis Asset Management, LP500$53.9K0.07%00.0%Unchanged
Hopwood Financial Services, Inc.500$53.9K0.04%+500New
Stuart Chaussee & Associates, Inc.514$55.4K0.01%00.0%Unchanged
Beaird Harris Wealth Management, LLC523$56.3K0.00%+284+118.8%Added
Virtus Investment Advisers, Inc.535$57.6K0.05%00.0%Unchanged
Murphy & Mullick Capital Management Corp553$59.6K0.05%+553New
Flagship Wealth Advisors, LLC563$60.7K0.04%+563New
GoalVest Advisory LLC566$61.0K0.02%00.0%Unchanged
Fortis Group Advisors, LLC570$61.4K0.01%00.0%Unchanged
Bruce G. Allen Investments, LLC571$61.5K0.05%00.0%Unchanged
GHP Investment Advisors, Inc.574$61.9K0.00%−30−5.0%Reduced
Bellevue Asset Management, LLC577$62.2K0.03%+2+0.3%Added
Avion Wealth586$63.0K0.02%+425+264.0%Added
Caitong International Asset Management Co., Ltd586$63.1K0.06%+586New
Menard Financial Group LLC587$63.2K0.04%+587New
Foster Dykema Cabot & Partners, LLC598$64.4K0.01%−130−17.9%Reduced
Park Square Financial Group, LLC616$66.3K0.05%+616New
RE Dickinson Investment Advisors, LLC620$66.8K0.04%+33+5.6%Added
PFS Partners, LLC623$67.1K0.04%+5+0.8%Added
Capital A Wealth Management, LLC625$67.3K0.11%+625New
Investment Research & Advisory Group, Inc.626$67.4K0.03%+6+1.0%Added
Gen-Wealth Partners Inc627$67.6K0.03%−223−26.2%Reduced
LRI Investments, LLC635$68.4K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.636$68.5K0.03%00.0%Unchanged
Fairscale Capital, LLC640$69.0K0.06%00.0%Unchanged