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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
Wiser Advisor Group LLC1,796$193.5K0.28%−114−6.0%Reduced
Annis Gardner Whiting Capital Advisors, LLC1,797$193.6K0.05%−1,318−42.3%Reduced
Tradewinds Capital Management, LLC1,809$194.9K0.05%00.0%Unchanged
Medallion Wealth Advisors, LLC1,760$195.5K0.10%+1,760New
Old Second National Bank of Aurora1,826$196.7K0.04%+88+5.1%Added
TCTC Holdings, LLC1,829$197.1K0.01%+456+33.2%Added
Country Trust Bank1,830$197.2K0.00%−185−9.2%Reduced
Stephens Consulting, LLC1,839$198.1K0.05%00.0%Unchanged
Bullock Wealth Management Group1,849$199.2K0.12%+5+0.3%Added
Private Client Services, LLC1,857$200.0K0.11%−311−14.3%Reduced
Prelude Capital Management, LLC1,857$200.1K0.02%+1,857New
Strategic Investment Solutions, Inc.1,932$200.4K0.07%−19−1.0%Reduced
Norman Fields, Gottscho Capital Management, LLC1,868$201.0K0.07%00.0%Unchanged
Benin Management CORP1,868$201.3K0.06%00.0%Unchanged
Rossby Financial, LCC1,868$201.3K0.13%+1,868New
Edgemoor Investment Advisors, Inc.1,870$201.5K0.02%−464−19.9%Reduced
E Fund Management Co., Ltd.1,873$201.8K0.01%+1,873New
Infinity Wealth Counsel, LLC1,877$202.2K0.22%+1,877New
MV Capital Management, Inc.1,880$202.6K0.02%−33−1.7%Reduced
LifePlan Investment Advisors, Inc.1,881$202.7K0.13%00.0%Unchanged
Silvant Capital Management LLC1,886$203.2K0.01%00.0%Unchanged
Facet Wealth, Inc.1,771$203.7K0.01%+1,771New
Atlantic Family Wealth, LLC1,891$203.7K0.24%+1,891New
Gilman Hill Asset Management, LLC1,895$204.2K0.04%00.0%Unchanged
Diametric Capital, LP1,897$204.4K0.14%+1,897New
Greenline Partners, LLC1,900$204.7K0.03%00.0%Unchanged
Ostrum Asset Management1,902$204.9K0.02%−80−4.0%Reduced
Pine Valley Investments Ltd Liability Co1,905$205.3K0.01%+33+1.8%Added
Kolinsky Wealth Management, LLC1,916$206.4K0.13%+1,916New
Eads & Heald Wealth Management1,924$207.0K0.10%00.0%Unchanged
Compass Ion Advisors, LLC1,926$207.6K0.02%+1,926New
Key Client Fiduciary Advisors, LLC1,927$207.6K0.09%+1,927New
tru Independence LLC1,932$208.1K0.07%+17+0.9%Added
Pring Turner Capital Group Inc1,934$208.4K0.14%00.0%Unchanged
Kestra Investment Management, LLC1,937$208.7K0.01%+118+6.5%Added
Woodley Farra Manion Portfolio Management Inc1,938$208.8K0.01%−1−0.1%Reduced
Patrick M Sweeney & Associates, Inc1,938$208.8K0.16%+111+6.1%Added
Plato Investment Management Ltd1,935$209.2K0.02%−1,530−44.2%Reduced
Black Diamond Financial, LLC1,951$210.2K0.03%+66+3.5%Added
Meridian Financial, LLC1,956$210.8K0.15%−250−11.3%Reduced
Catalyst Capital Advisors LLC1,957$210.8K0.00%+1,623+485.9%Added
Provident Wealth Management, LLC1,958$211.0K0.07%00.0%Unchanged
Aventura Private Wealth, LLC1,961$211.3K0.11%+1,961New
Charter Oak Capital Management, LLC1,962$211.4K0.02%+4+0.2%Added
Angeles Wealth Management, LLC1,964$211.6K0.02%+1,964New
SFMG, LLC1,965$211.7K0.02%−25−1.3%Reduced
Kagan Cocozza Asset Management1,968$212.0K0.18%+1,968New
Second Half Financial Partners, LLC1,972$212.5K0.10%+118+6.4%Added
Zhang Financial LLC1,973$212.6K0.01%+1,973New
Acadian Asset Management LLC1,986$213.0K0.00%+221+12.5%Added
Uniting Wealth Partners, LLC1,980$213.4K0.10%+1,980New
Van Hulzen Asset Management, LLC1,983$213.7K0.02%+1+0.1%Added
Semus Wealth Partners LLC1,988$214.2K0.14%+81+4.2%Added
Lawson Kroeker Investment Management Inc1,991$214.5K0.04%00.0%Unchanged
Legacy Capital Wealth Partners, LLC1,995$214.9K0.05%−61−3.0%Reduced
Westover Capital Advisors, LLC2,000$215.5K0.05%−100−4.8%Reduced
Graver Capital Management, LLC2,000$215.5K0.23%+2,000New
Bremer Bank National Association2,001$215.6K0.04%−33−1.6%Reduced
Penserra Capital Management LLC2,020$216.0K0.00%+1,957+3,106.3%Added
CarsonAllaria Wealth Management, Ltd.2,015$217.1K0.12%−241−10.7%Reduced
Liberty Wealth Management LLC2,016$217.2K0.04%+138+7.3%Added
Chung Wu Investment Group, LLC2,018$217.4K0.22%+2,018New
Virtue Capital Management, LLC2,029$218.6K0.04%−170−7.7%Reduced
West Branch Capital LLC2,034$219.1K0.07%00.0%Unchanged
TCI Wealth Advisors, Inc.2,040$219.8K0.02%−7−0.3%Reduced
Founders Grove Wealth Partners, LLC2,041$219.9K0.06%+2,041New
Hazlett, Burt & Watson, Inc.2,028$220.0K0.10%+2+0.1%Added
Alteri Wealth LLC2,043$220.1K0.06%+2,043New
Peak Planning Group, LLC2,043$220.2K0.09%−45−2.2%Reduced
Canandaigua National Trust Co of Florida2,044$220.2K0.17%−80−3.8%Reduced
Fountainhead AM, LLC2,046$220.4K0.04%+2,046New
Onefund, LLC2,046$220.4K0.21%+17+0.8%Added
Salvus Wealth Management, LLC2,048$220.7K0.14%+30+1.5%Added
Curran Financial Partners, LLC2,052$221.1K0.06%+2,052New
First Financial Bankshares Inc2,052$221.1K0.00%+56+2.8%Added
Abound Financial, LLC2,054$221.4K0.11%+2,054New
Mechanics Financial Corp2,057$221.6K0.10%00.0%Unchanged
Peddock Capital Advisors, LLC2,059$221.8K0.05%+175+9.3%Added
Forum Financial Management, LP2,060$222.0K0.00%+2,060New
Armstrong, Fleming & Moore, Inc2,062$222.2K0.13%+173+9.2%Added
O'Dell Group, LLC2,069$222.9K0.05%+62+3.1%Added
Stone Run Capital, LLC2,071$223.1K0.09%00.0%Unchanged
Shilanski & Associates, Inc.2,072$223.2K0.07%+9+0.4%Added
GW Henssler & Associates Ltd1,938$223.5K0.01%00.0%Unchanged
Nicolet Bankshares Inc2,080$224.1K0.05%−177−7.8%Reduced
bLong Financial, LLC2,084$224.5K0.18%+2,084New
WealthTrust Asset Management, LLC2,092$225.3K0.16%+9+0.4%Added
Auxano Advisors, LLC2,094$225.6K0.06%+57+2.8%Added
Moss Adams Wealth Advisors LLC2,095$225.7K0.02%+290+16.1%Added
Winthrop Advisory Group LLC2,095$225.7K0.03%+9+0.4%Added
Redhawk Wealth Advisors, Inc.2,096$225.8K0.03%+16+0.8%Added
Longboard Asset Management, LP2,101$226.4K0.60%+2,101New
Perennial Investment Advisors, LLC2,103$226.5K0.03%+265+14.4%Added
Triad Wealth Partners, LLC2,103$226.6K0.08%+2,103New
Horan Capital Advisors, LLC.2,104$226.7K0.08%00.0%Unchanged
Drive Wealth Management, LLC2,106$226.9K0.06%+2,106New
Revisor Wealth Management LLC2,054$227.6K0.21%−1,740−45.9%Reduced
Intergy Private Wealth, LLC2,113$227.7K0.08%+96+4.8%Added
Nicholson Wealth Management Group, LLC2,125$228.9K0.15%00.0%Unchanged
Essex Investment Management Co LLC2,128$229.3K0.04%00.0%Unchanged