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 |
|---|---|---|---|---|---|
| Severin Investments, LLC | 2,130 | $229.5K | 0.23% | +2,130 | New |
| Manske Wealth Management | 2,146 | $231.2K | 0.09% | +2,146 | New |
| Indiana Trust & Investment Management CO | 2,147 | $231.3K | 0.08% | 00.0% | Unchanged |
| AlTi Global, Inc. | 2,148 | $231.6K | 0.01% | +20+0.9% | Added |
| Castleview Partners, LLC | 2,154 | $232.2K | 0.13% | +210+10.8% | Added |
| KC Investment Advisors, LLC | 2,160 | $232.7K | 0.09% | −80−3.6% | Reduced |
| Fullcircle Wealth LLC | 2,046 | $233.1K | 0.10% | −19−0.9% | Reduced |
| Opal Wealth Advisors, LLC | 2,166 | $233.4K | 0.07% | −81−3.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,166 | $233.4K | 0.05% | +400+22.7% | Added |
| Sulzberger Capital Advisors, Inc. | 2,170 | $233.8K | 0.27% | +2,170 | New |
| Cypress Asset Management Inc | 2,175 | $234.3K | 0.06% | +75+3.6% | Added |
| Alhambra Investment Partners LLC | 2,178 | $234.7K | 0.12% | +221+11.3% | Added |
| Roble, Belko & Company, Inc | 2,182 | $235.0K | 0.04% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 2,182 | $235.1K | 0.03% | +2+0.1% | Added |
| Capital Planning Advisors, LLC | 2,184 | $235.3K | 0.04% | +25+1.2% | Added |
| Cozad Asset Management Inc | 2,190 | $235.9K | 0.02% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 2,191 | $236.1K | 0.04% | +2,191 | New |
| Thor Investment Management Inc | 2,198 | $236.8K | 0.18% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,212 | $238.3K | 0.02% | −4,909−68.9% | Reduced |
| Alternative Investment Advisors, LLC. | 2,213 | $238.4K | 0.12% | +23+1.1% | Added |
| Darwin Advisors, LLC | 2,216 | $238.8K | 0.08% | −1,444−39.5% | Reduced |
| City State Bank | 2,217 | $238.9K | 0.08% | +266+13.6% | Added |
| Hilltop National Bank | 2,218 | $239.0K | 0.07% | −118−5.1% | Reduced |
| Bay Rivers Group | 2,224 | $239.6K | 0.12% | 00.0% | Unchanged |
| M. Kraus & Co | 2,229 | $240.2K | 0.07% | 00.0% | Unchanged |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 2,230 | $240.3K | 0.24% | +2,230 | New |
| Obsidian Personal Planning Solutions LLC | 2,154 | $241.2K | 0.12% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 2,248 | $242.2K | 0.14% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,253 | $242.8K | 0.12% | +82+3.8% | Added |
| Summit X, LLC | 2,258 | $243.2K | 0.05% | −77−3.3% | Reduced |
| Bath Savings Trust Co | 2,262 | $243.7K | 0.02% | −132−5.5% | Reduced |
| Sanders Morris Harris LLC | 2,250 | $243.8K | 0.04% | −400−15.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,264 | $244.0K | 0.09% | 00.0% | Unchanged |
| Papp L Roy & Associates | 2,266 | $244.1K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,268 | $244.4K | 0.01% | −15,444−87.2% | Reduced |
| Mainsail Asset Management, LLC | 2,270 | $244.6K | 0.17% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 2,275 | $245.1K | 0.02% | −66−2.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 2,310 | $245.2K | 0.11% | +16+0.7% | Added |
| Sunpointe, LLC | 2,277 | $245.3K | 0.12% | +228+11.1% | Added |
| Geller Advisors LLC | 2,279 | $245.5K | 0.02% | 00.0% | Unchanged |
| Hurlow Wealth Management Group, Inc. | 2,285 | $246.2K | 0.08% | −631−21.6% | Reduced |
| Fortis Capital Advisors, LLC | 2,161 | $246.3K | 0.08% | +86+4.1% | Added |
| Vantage Financial Partners, LLC | 2,289 | $246.6K | 0.06% | −23−1.0% | Reduced |
| Pinnacle Bancorp, Inc. | 2,292 | $246.9K | 0.08% | +69+3.1% | Added |
| TrueWealth Advisors, LLC | 2,293 | $247.0K | 0.08% | +6+0.3% | Added |
| Mindset Wealth Management, LLC | 2,300 | $247.8K | 0.09% | +300+15.0% | Added |
| Bridge Creek Capital Management LLC | 2,307 | $248.6K | 0.08% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,312 | $249.1K | 0.03% | −46−2.0% | Reduced |
| Pettinga Financial Advisors, LLC | 2,317 | $249.6K | 0.06% | 00.0% | Unchanged |
| Colton Groome Financial Advisors, LLC | 2,331 | $251.1K | 0.10% | +2,331 | New |
| Tradition Wealth Management, LLC | 2,337 | $251.8K | 0.02% | +67+3.0% | Added |
| Anchor Pointe Wealth Management, LLC | 2,338 | $251.8K | 0.33% | +2,338 | New |
| Joule Financial, LLC | 2,344 | $252.5K | 0.09% | −10.0% | Reduced |
| Freestone Capital Holdings, LLC | 2,345 | $252.7K | 0.01% | +437+22.9% | Added |
| Foster Group, Inc. | 2,348 | $253.0K | 0.01% | +83+3.7% | Added |
| Clear Creek Financial Management, LLC | 2,355 | $253.8K | 0.03% | −61−2.5% | Reduced |
| Patron Partners Advisors, LLC | 2,357 | $253.9K | 0.14% | −50−2.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 2,361 | $254.4K | 0.17% | +4+0.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,367 | $255.0K | 0.01% | +441+22.9% | Added |
| Rockland Trust Co | 2,373 | $255.7K | 0.01% | −1,156−32.8% | Reduced |
| Voleon Capital Management LP | 2,384 | $256.9K | 0.02% | +2,384 | New |
| M.E. Allison & Co., Inc. | 2,385 | $257.0K | 0.28% | +2,385 | New |
| Leigh Baldwin & Co., LLC | 2,389 | $257.4K | 0.22% | +2,389 | New |
| Howard Wealth Management, LLC | 2,393 | $257.8K | 0.14% | +4+0.2% | Added |
| Executive Wealth Management, LLC | 2,395 | $258.0K | 0.02% | −285−10.6% | Reduced |
| Gleason Group, Inc. | 2,396 | $258.2K | 0.05% | +22+0.9% | Added |
| Apriem Advisors | 2,400 | $258.6K | 0.03% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 2,400 | $258.6K | 0.44% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 2,403 | $259.0K | 0.02% | +2,403 | New |
| Stanley-Laman Group, Ltd. | 2,407 | $259.3K | 0.04% | −5−0.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 2,415 | $260.2K | 0.05% | −101−4.0% | Reduced |
| Sentinus, LLC | 2,419 | $260.6K | 0.08% | −343−12.4% | Reduced |
| Consolidated Portfolio Review Corp | 2,419 | $260.7K | 0.04% | +2,419 | New |
| NorthStar Asset Management LLC | 2,422 | $261.0K | 0.17% | +14+0.6% | Added |
| Wealth Quarterback LLC | 2,436 | $262.5K | 0.12% | +15+0.6% | Added |
| Capital Advantage, Inc. | 2,439 | $262.8K | 0.05% | +2,439 | New |
| Archetype Wealth Partners | 2,442 | $263.0K | 0.04% | +2,442 | New |
| Jefferies Financial Group Inc. | 2,444 | $263.3K | 0.00% | +1,374+128.4% | Added |
| Gradient Investments LLC | 2,451 | $264.1K | 0.01% | +3+0.1% | Added |
| FRG Family Wealth Advisors LLC | 2,460 | $265.0K | 0.05% | +10+0.4% | Added |
| Weatherly Asset Management L. P. | 2,468 | $265.9K | 0.02% | +2+0.1% | Added |
| Cromwell Holdings LLC | 2,469 | $266.0K | 0.15% | 00.0% | Unchanged |
| Heritage Trust Co | 2,469 | $266.0K | 0.03% | +2,469 | New |
| Pure Financial Advisors, Inc. | 2,473 | $266.4K | 0.01% | +119+5.1% | Added |
| VeraBank, N.A. | 2,474 | $266.5K | 0.08% | −49−1.9% | Reduced |
| Wrapmanager Inc | 2,476 | $266.8K | 0.07% | −293−10.6% | Reduced |
| Red Wave Investments LLC | 2,476 | $266.8K | 0.09% | −10−0.4% | Reduced |
| Ellis Investment Partners, LLC | 2,480 | $267.2K | 0.05% | +12+0.5% | Added |
| Grandfield & Dodd, LLC | 2,485 | $267.7K | 0.02% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,485 | $267.7K | 0.03% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 2,487 | $267.9K | 0.13% | −156−5.9% | Reduced |
| FDx Advisors, Inc. | 2,485 | $268.0K | 0.08% | −145−5.5% | Reduced |
| Joel Adams & Associates, Inc. | 2,489 | $268.2K | 0.24% | +2,489 | New |
| Shayne & Co., LLC | 2,500 | $269.4K | 0.07% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,500 | $269.4K | 0.17% | +600+31.6% | Added |
| Hamilton Point Investment Advisors, LLC | 2,500 | $269.4K | 0.05% | +2,500 | New |
| Washington Trust Advisors, Inc. | 2,505 | $269.9K | 0.02% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 2,505 | $269.9K | 0.21% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2,506 | $270.0K | 0.03% | −20−0.8% | Reduced |
| LexAurum Advisors, LLC | 2,512 | $270.6K | 0.05% | +639+34.1% | Added |