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 |
|---|---|---|---|---|---|
| Stonebridge Financial Group, LLC | 640 | $69.0K | 0.01% | +640 | New |
| Wellington Shields Capital Management, LLC | 649 | $69.9K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 649 | $69.9K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 654 | $70.5K | 0.02% | −70−9.7% | Reduced |
| Canopy Partners, LLC | 660 | $71.1K | 0.03% | +38+6.1% | Added |
| Edmond de Rothschild Holding S.A. | 667 | $71.9K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 675 | $72.7K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 682 | $73.5K | 0.04% | −190−21.8% | Reduced |
| LGT Financial Advisors LLC | 714 | $76.9K | 0.17% | +6+0.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 717 | $77.3K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 721 | $77.7K | 0.02% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 721 | $77.7K | 0.04% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 736 | $79.3K | 0.05% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 760 | $81.9K | 0.02% | +89+13.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 763 | $82.2K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 668 | $82.7K | 0.04% | +668 | New |
| Cherry Tree Wealth Management, LLC | 774 | $83.4K | 0.02% | +6+0.8% | Added |
| Western Pacific Wealth Management, LP | 783 | $84.3K | 0.07% | −1,298−62.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 787 | $84.7K | 0.03% | +47+6.4% | Added |
| Louisbourg Investments Inc. | 800 | $86.2K | 0.02% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 800 | $86.2K | 0.04% | +800 | New |
| Coston, McIsaac & Partners | 828 | $89.0K | 0.03% | −311−27.3% | Reduced |
| Central Pacific Bank - Trust Division | 833 | $89.7K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 851 | $91.7K | 0.06% | +851 | New |
| Bank of Jackson Hole Trust | 862 | $92.9K | 0.06% | +862 | New |
| Aster Capital Management (DIFC) Ltd | 865 | $93.2K | 0.04% | −16,842−95.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 880 | $94.8K | 0.03% | +185+26.6% | Added |
| Capital Advisors, Ltd. LLC | 896 | $97.0K | 0.01% | +74+9.0% | Added |
| TruNorth Capital Management, LLC | 940 | $101.3K | 0.03% | 00.0% | Unchanged |
| WPG Advisers, LLC | 955 | $102.9K | 0.10% | +955 | New |
| Householder Group Estate & Retirement Specialist, LLC | 974 | $104.0K | 0.08% | −873−47.3% | Reduced |
| Centerpoint Advisors, LLC | 961 | $104.0K | 0.04% | −66−6.4% | Reduced |
| Kozak & Associates, Inc. | 972 | $104.8K | 0.02% | +61+6.7% | Added |
| GPS Wealth Strategies Group, LLC | 977 | $105.3K | 0.01% | +7+0.7% | Added |
| Investors Research Corp | 1,000 | $107.7K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,018 | $109.7K | 0.08% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 1,029 | $110.9K | 0.10% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1,029 | $110.9K | 0.05% | +73+7.6% | Added |
| Richards, Merrill & Peterson, Inc. | 1,038 | $111.9K | 0.06% | +1,038 | New |
| Cutler Capital Management, LLC | 1,050 | $113.1K | 0.04% | +1,050 | New |
| Webster Bank, N. A. | 1,059 | $114.1K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 1,064 | $114.6K | 0.07% | +35+3.4% | Added |
| Missouri Trust & Investment Co | 1,071 | $115.4K | 0.04% | +100+10.3% | Added |
| Old Point Trust & Financial Services N A | 1,082 | $116.6K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,082 | $116.6K | 0.07% | 00.0% | Unchanged |
| New Millennium Group LLC | 1,097 | $118.2K | 0.07% | +9+0.8% | Added |
| Versant Capital Management, Inc | 1,098 | $118.3K | 0.03% | +368+50.4% | Added |
| Addison Advisors LLC | 1,098 | $118.3K | 0.03% | +65+6.3% | Added |
| Coastline Trust Co | 1,100 | $118.5K | 0.01% | −905−45.1% | Reduced |
| Bangor Savings Bank | 1,126 | $121.3K | 0.01% | +53+4.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,130 | $121.7K | 0.00% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 1,148 | $123.7K | 0.01% | −181−13.6% | Reduced |
| Nemes Rush Group LLC | 1,186 | $127.8K | 0.02% | −50−4.0% | Reduced |
| Princeton Global Asset Management LLC | 1,189 | $128.1K | 0.02% | −215−15.3% | Reduced |
| Key Financial Inc | 1,191 | $128.3K | 0.03% | +19+1.6% | Added |
| Atala Financial Inc | 1,202 | $129.5K | 0.09% | +1,202 | New |
| Ruedi Wealth Management, Inc. | 1,207 | $130.0K | 0.04% | 00.0% | Unchanged |
| S.A. Mason LLC | 1,215 | $130.9K | 0.07% | +12+1.0% | Added |
| Cranbrook Wealth Management, LLC | 1,233 | $132.8K | 0.03% | 00.0% | Unchanged |
| ORG Partners LLC | 1,234 | $133.2K | 0.02% | +334+37.1% | Added |
| Hollencrest Capital Management | 1,250 | $134.7K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,255 | $135.2K | 0.02% | +914+268.0% | Added |
| New Wave Wealth Advisors LLC | 1,258 | $135.5K | 0.06% | +1,258 | New |
| New England Capital Financial Advisors LLC | 1,311 | $141.2K | 0.07% | +1+0.1% | Added |
| Kimelman & Baird, LLC | 1,332 | $143.5K | 0.01% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,334 | $143.8K | 0.01% | −3−0.2% | Reduced |
| Wintrust Investments LLC | 1,345 | $144.0K | 0.13% | +704+109.8% | Added |
| UMA Financial Services, Inc. | 1,346 | $145.0K | 0.02% | +1,346 | New |
| Atwood & Palmer Inc | 1,348 | $145.2K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 1,365 | $147.1K | 0.14% | +1,365 | New |
| Asset Dedication, LLC | 1,380 | $148.7K | 0.01% | −5,387−79.6% | Reduced |
| Vestor Capital, LLC | 1,387 | $149.0K | 0.01% | +34+2.5% | Added |
| Vision Financial Markets LLC | 1,395 | $150.3K | 0.16% | +1,395 | New |
| Center for Financial Planning, Inc. | 1,408 | $151.7K | 0.02% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,445 | $155.7K | 0.74% | −97−6.3% | Reduced |
| Knuff & Co LLC | 1,464 | $157.7K | 0.05% | +106+7.8% | Added |
| Valley National Advisers Inc | 1,482 | $159.0K | 0.03% | +40+2.8% | Added |
| MeadowBrook Investment Advisors LLC | 1,493 | $160.9K | 0.14% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,500 | $161.6K | 0.04% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,499 | $162.0K | 0.01% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 1,518 | $163.5K | 0.17% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,523 | $164.0K | 0.01% | −72−4.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,536 | $165.5K | 0.01% | +313+25.6% | Added |
| Deseret Mutual Benefit Administrators | 1,547 | $166.7K | 0.08% | −29−1.8% | Reduced |
| Arlington Trust Co LLC | 1,595 | $171.8K | 0.04% | +1,263+380.4% | Added |
| Cary Street Partner Investment Advisory LLC | 1,614 | $173.9K | 0.11% | −28,998−94.7% | Reduced |
| First United Bank Trust | 1,617 | $174.2K | 0.06% | −31−1.9% | Reduced |
| Whipplewood Advisors, LLC | 1,636 | $176.3K | 0.10% | +1,636 | New |
| Barrett & Company, Inc. | 1,651 | $177.9K | 0.08% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 1,652 | $178.0K | 0.06% | −17−1.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,661 | $179.0K | 0.06% | 00.0% | Unchanged |
| Allianz SE | 1,666 | $179.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,705 | $183.7K | 0.06% | +57+3.5% | Added |
| ZRC Wealth Management, LLC | 1,709 | $184.1K | 0.08% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,712 | $184.5K | 0.03% | −132−7.2% | Reduced |
| Harbor Investment Advisory, LLC | 1,733 | $186.7K | 0.02% | +1+0.1% | Added |
| Reyes Financial Architecture, Inc. | 1,744 | $187.9K | 0.15% | +1,744 | New |
| Kieckhefer Group LLC | 1,748 | $188.3K | 0.11% | +1,748 | New |
| AlphaMark Advisors, LLC | 1,752 | $189.0K | 0.08% | +304+21.0% | Added |
| Hager Investment Management Services, LLC | 1,781 | $191.9K | 0.12% | +1,781 | New |