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 |
|---|---|---|---|---|---|
| LCM Capital Management Inc | 2,516 | $271.1K | 0.15% | 00.0% | Unchanged |
| First Financial Corp | 2,521 | $271.6K | 0.13% | −77−3.0% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,525 | $272.1K | 0.10% | −11−0.4% | Reduced |
| Lazari Capital Management, Inc. | 2,530 | $272.5K | 0.11% | +110+4.5% | Added |
| Terry L. Blaker | 2,532 | $272.8K | 0.01% | +25+1.0% | Added |
| Riverbend Wealth Management, LLC | 2,524 | $273.8K | 0.24% | +2,524 | New |
| Partners Wealth Management, LLC | 2,546 | $274.3K | 0.31% | +2,546 | New |
| Grant Private Wealth Management Inc | 2,547 | $274.4K | 0.30% | +2,547 | New |
| Lokken Investment Group LLC | 2,549 | $274.6K | 0.12% | +194+8.2% | Added |
| Evoke Wealth, LLC | 2,550 | $274.7K | 0.01% | −70−2.7% | Reduced |
| Magnolia Capital Advisors LLC | 2,552 | $274.9K | 0.07% | +2,552 | New |
| HTLF Bank | 2,554 | $275.2K | 0.03% | −10.0% | Reduced |
| Ironsides Asset Advisors, LLC | 2,554 | $275.2K | 0.08% | 00.0% | Unchanged |
| American Money Management, LLC | 2,556 | $275.4K | 0.05% | −355−12.2% | Reduced |
| Tucker Asset Management LLC | 2,562 | $276.0K | 0.03% | −392−13.3% | Reduced |
| Atlas Wealth Partners, LLC | 2,582 | $278.0K | 0.35% | +374+16.9% | Added |
| Rossmore Private Capital | 3,431 | $278.1K | 0.03% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,581 | $278.1K | 0.08% | +102+4.1% | Added |
| Richardson Financial Services Inc. | 2,585 | $278.4K | 0.20% | −83−3.1% | Reduced |
| Tyler-Stone Wealth Management | 2,590 | $279.0K | 0.05% | +2+0.1% | Added |
| First Nebraska Trust Co | 2,593 | $279.4K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2,601 | $280.2K | 0.00% | +27+1.0% | Added |
| Slagle Financial, LLC | 2,603 | $280.5K | 0.13% | −18−0.7% | Reduced |
| Warm Springs Advisors Inc. | 2,605 | $280.7K | 0.26% | +2,605 | New |
| Smithfield Trust Co | 2,607 | $281.0K | 0.01% | −59−2.2% | Reduced |
| Optas, LLC | 2,609 | $281.1K | 0.06% | +375+16.8% | Added |
| Partnership Wealth Management, LLC | 2,612 | $281.4K | 0.23% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,615 | $281.7K | 0.02% | +2,615 | New |
| Royal Capital Wealth Management, LLC | 2,618 | $282.1K | 0.20% | +202+8.4% | Added |
| North Star Asset Management Inc | 2,620 | $282.3K | 0.01% | +616+30.7% | Added |
| Cravens & Co Advisors, LLC | 2,624 | $282.7K | 0.22% | +98+3.9% | Added |
| Pflug Koory, LLC | 2,626 | $282.9K | 0.14% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 2,630 | $283.4K | 0.13% | −133−4.8% | Reduced |
| Griffin Asset Management, Inc. | 2,637 | $284.1K | 0.03% | +13+0.5% | Added |
| Spinnaker Investment Group, LLC | 2,637 | $284.1K | 0.07% | −232−8.1% | Reduced |
| Optiver Holding B.V. | 2,644 | $284.9K | 0.01% | +555+26.6% | Added |
| May Hill Capital, LLC | 2,664 | $287.0K | 0.11% | +2,664 | New |
| David Loasby | 2,714 | $287.3K | 0.03% | −576−17.5% | Reduced |
| Alps Advisors Inc | 2,667 | $287.3K | 0.00% | −202,725−98.7% | Reduced |
| Kraematon Investment Advisors, Inc | 2,670 | $287.7K | 0.28% | +20+0.8% | Added |
| Ritter Daniher Financial Advisory LLC | 2,674 | $288.1K | 0.08% | +2+0.1% | Added |
| FSB Premier Wealth Management, Inc. | 2,676 | $288.3K | 0.12% | +108+4.2% | Added |
| Peachtree Investment Partners, LLC | 2,677 | $288.4K | 0.11% | −10−0.4% | Reduced |
| Rosenberg Matthew Hamilton | 2,685 | $289.3K | 0.08% | +13+0.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 2,685 | $289.3K | 0.16% | −50−1.8% | Reduced |
| Truvestments Capital LLC | 2,696 | $290.5K | 0.07% | +13+0.5% | Added |
| Buttonwood Financial Advisors Inc. | 2,699 | $290.7K | 0.13% | −121−4.3% | Reduced |
| Fiduciary Financial Group, LLC | 2,748 | $290.9K | 0.06% | +2,748 | New |
| Chelsea Counsel Co | 2,701 | $291.0K | 0.15% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 2,702 | $291.1K | 0.23% | +2,702 | New |
| Elmwood Wealth Management, Inc. | 2,711 | $292.1K | 0.12% | 00.0% | Unchanged |
| Central Bank & Trust Co | 2,718 | $292.8K | 0.04% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 2,721 | $293.2K | 0.15% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 2,732 | $294.4K | 0.04% | +21+0.8% | Added |
| Private Capital Management, LLC | 2,737 | $294.9K | 0.03% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 2,739 | $295.1K | 0.29% | +2,739 | New |
| Interchange Capital Partners, LLC | 2,743 | $295.5K | 0.11% | −216−7.3% | Reduced |
| D'Orazio & Associates, Inc. | 2,746 | $295.8K | 0.04% | +186+7.3% | Added |
| Wealthcare Capital Partners, LLC | 2,748 | $296.1K | 0.15% | +2,748 | New |
| Van Cleef Asset Management,Inc | 2,749 | $296.2K | 0.03% | 00.0% | Unchanged |
| Consolidated Planning Corp | 2,755 | $296.8K | 0.04% | +570+26.1% | Added |
| Blossom Wealth Management | 2,760 | $297.4K | 0.57% | 00.0% | Unchanged |
| Peoples Bank | 2,765 | $297.9K | 0.21% | +416+17.7% | Added |
| Simplicity Wealth,LLC | 2,774 | $298.9K | 0.06% | +740+36.4% | Added |
| City National Bank of Florida | 2,774 | $298.9K | 0.27% | +2,774 | New |
| Asset Allocation & Management Company, LLC | 2,775 | $299.0K | 0.16% | +2,775 | New |
| Citizens National Bank Trust Department | 2,782 | $299.7K | 0.06% | 00.0% | Unchanged |
| Novem Group | 2,784 | $299.9K | 0.04% | +2,784 | New |
| Generation Capital Management LLC | 2,785 | $300.1K | 0.26% | +2,785 | New |
| Heartwood Wealth Advisors LLC | 2,787 | $300.3K | 0.03% | −200−6.7% | Reduced |
| Verus Capital Partners, LLC | 2,790 | $300.6K | 0.03% | +162+6.2% | Added |
| Raab & Moskowitz Asset Management LLC | 2,794 | $301.1K | 0.07% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 2,806 | $302.4K | 0.04% | +319+12.8% | Added |
| United Asset Strategies, Inc. | 2,807 | $302.4K | 0.03% | −32−1.1% | Reduced |
| Mason & Associates, LLC | 2,809 | $302.6K | 0.09% | +320+12.9% | Added |
| Atalanta Sosnoff Capital, LLC | 2,810 | $302.7K | 0.01% | −128−4.4% | Reduced |
| Horizon Investment Services, LLC | 2,811 | $302.9K | 0.13% | −1,208−30.1% | Reduced |
| First Heartland Consultants, Inc. | 2,819 | $303.7K | 0.03% | −2,187−43.7% | Reduced |
| Calamos Wealth Management LLC | 2,829 | $304.8K | 0.02% | +359+14.5% | Added |
| Fortress Wealth Group, LLC | 2,701 | $305.8K | 0.15% | +6+0.2% | Added |
| Holcombe Financial, Inc. | 2,853 | $307.4K | 0.25% | +2,853 | New |
| Baron Wealth Management LLC | 2,862 | $308.4K | 0.15% | +132+4.8% | Added |
| Investor's Fiduciary Advisor Network, LLC | 2,874 | $309.0K | 0.12% | +2,874 | New |
| XTX Topco Ltd | 2,869 | $309.1K | 0.03% | +2,869 | New |
| JB Capital LLC | 2,870 | $309.3K | 0.02% | −412−12.6% | Reduced |
| Titleist Asset Management, LLC | 2,884 | $310.7K | 0.04% | +22+0.8% | Added |
| Buckingham Capital Management, Inc. | 2,893 | $311.7K | 0.04% | +33+1.2% | Added |
| Robertson Stephens Wealth Management, LLC | 2,896 | $312.0K | 0.01% | +46+1.6% | Added |
| FORA Capital, LLC | 2,897 | $312.1K | 0.04% | +2,897 | New |
| Centurion Wealth Management LLC | 2,904 | $312.8K | 0.10% | −97−3.2% | Reduced |
| Market Street Wealth Management Advisors LLC | 2,906 | $313.1K | 0.05% | −70−2.4% | Reduced |
| Quent Capital, LLC | 2,907 | $313.2K | 0.03% | −364−11.1% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,909 | $313.4K | 0.10% | +2,909 | New |
| Live Oak Investment Partners | – | $313.5K | 0.24% | – | New |
| Walter & Keenan Financial Consulting Co | 2,914 | $314.0K | 0.09% | +38+1.3% | Added |
| Boston Trust Walden Corp | 2,918 | $314.4K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,946 | $317.0K | 0.15% | +2,946 | New |
| Investors Asset Management of Georgia Inc | 2,945 | $317.3K | 0.15% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 2,950 | $317.9K | 0.05% | −325−9.9% | Reduced |
| Berkshire Asset Management LLC | 2,905 | $319.1K | 0.02% | +518+21.7% | Added |