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 |
|---|---|---|---|---|---|
| Hobbs Group Advisors, LLC | 2,968 | $319.8K | 0.12% | −342−10.3% | Reduced |
| OneAscent Wealth Management LLC | 2,968 | $320.0K | 0.13% | −803−21.3% | Reduced |
| Uncommon Cents Investing LLC | 2,975 | $320.5K | 0.10% | −33−1.1% | Reduced |
| L2 Asset Management, LLC | 2,979 | $321.0K | 0.07% | −79−2.6% | Reduced |
| Breakwater Capital Group | 2,982 | $321.3K | 0.06% | +50+1.7% | Added |
| Walter Public Investments Inc. | 3,000 | $323.2K | 0.06% | −1,000−25.0% | Reduced |
| Miller Financial Services LLC | 3,003 | $323.5K | 0.27% | +3,003 | New |
| Charles Schwab Trust Co | 3,007 | $324.0K | 0.03% | +1,183+64.9% | Added |
| Cascade Investment Group, Inc. | 3,010 | $324.3K | 0.23% | −160−5.0% | Reduced |
| Harold Davidson & Associates Inc. | 3,011 | $324.4K | 0.16% | +3,011 | New |
| Financial Engines Advisors L.L.C. | 3,012 | $324.5K | 0.00% | +3,012 | New |
| SpringVest Wealth Management LLC | 3,019 | $325.2K | 0.28% | +3,019 | New |
| Jackson Wealth Management, LLC | 3,043 | $328.0K | 0.04% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 3,045 | $328.0K | 0.06% | 00.0% | Unchanged |
| Exchange Bank | 3,045 | $328.1K | 0.26% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,051 | $328.7K | 0.14% | +500+19.6% | Added |
| Invst, LLC | 3,054 | $329.0K | 0.04% | +471+18.2% | Added |
| Wimmer Associates 1, LLC | 3,056 | $329.3K | 0.16% | 00.0% | Unchanged |
| Accel Wealth Management | 3,060 | $329.7K | 0.12% | −722−19.1% | Reduced |
| LSP Investment Advisors, LLC | 3,060 | $329.7K | 0.23% | 00.0% | Unchanged |
| CVFG LLC | 3,064 | $330.1K | 0.30% | +3,064 | New |
| Grant/GrossMendelsohn, LLC | 3,069 | $330.7K | 0.17% | −503−14.1% | Reduced |
| Channel Wealth LLC | 3,072 | $330.9K | 0.11% | +25+0.8% | Added |
| Union Savings Bank | 3,073 | $331.1K | 0.16% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,075 | $331.3K | 0.09% | −144−4.5% | Reduced |
| McGowan Group Asset Management, Inc. | 3,076 | $331.4K | 0.04% | +2+0.1% | Added |
| Sigma Investment Counselors Inc | 3,077 | $331.5K | 0.02% | 00.0% | Unchanged |
| Financial Advisors Network, Inc. | 3,080 | $331.8K | 0.06% | +3,080 | New |
| Texas Bank & Trust Co | 3,085 | $332.4K | 0.14% | +3,085 | New |
| West Chester Capital Advisors, Inc | 3,091 | $333.0K | 0.18% | +3,091 | New |
| New Century Financial Group, LLC | 3,094 | $333.5K | 0.14% | +781+33.8% | Added |
| Quotient Wealth Partners, LLC | 3,096 | $333.6K | 0.01% | +266+9.4% | Added |
| Westhampton Capital, LLC | 3,097 | $333.7K | 0.17% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 3,100 | $334.0K | 0.24% | +270+9.5% | Added |
| Beverly Hills Private Wealth, LLC | 3,102 | $334.2K | 0.07% | −107−3.3% | Reduced |
| Enterprise Financial Services Corp | 3,128 | $337.0K | 0.19% | −446−12.5% | Reduced |
| Xcel Wealth Management, LLC | 3,139 | $338.2K | 0.09% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 3,147 | $339.1K | 0.02% | +200+6.8% | Added |
| Yelin Lapidot Holdings Management Ltd. | 3,153 | $339.7K | 0.06% | +1,282+68.5% | Added |
| West Michigan Advisors, LLC | 3,154 | $339.8K | 0.10% | +499+18.8% | Added |
| Signature Estate & Investment Advisors LLC | 3,161 | $340.6K | 0.01% | −33−1.0% | Reduced |
| BKM Wealth Management, LLC | 3,164 | $341.0K | 0.14% | +587+22.8% | Added |
| 44 Wealth Management LLC | 3,167 | $341.2K | 0.13% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 3,171 | $341.6K | 0.05% | +55+1.8% | Added |
| United Advisor Group, LLC | 3,171 | $341.7K | 0.07% | +621+24.4% | Added |
| Fagan Associates, Inc. | 3,177 | $342.3K | 0.05% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 3,179 | $342.5K | 0.09% | 00.0% | Unchanged |
| Baker Boyer National Bank | 3,179 | $342.5K | 0.12% | +126+4.1% | Added |
| Beacon Investment Advisors LLC | 3,181 | $342.8K | 0.16% | +395+14.2% | Added |
| North Star Investment Management Corp. | 3,182 | $342.8K | 0.02% | +197+6.6% | Added |
| Weiss Asset Management LP | 3,191 | $343.8K | 0.01% | +3,191 | New |
| Norris Perne & French LLP | 3,196 | $344.3K | 0.02% | −75−2.3% | Reduced |
| MCF Advisors LLC | 3,196 | $344.3K | 0.02% | −67−2.1% | Reduced |
| Lindbrook Capital, LLC | 3,200 | $344.8K | 0.03% | +110+3.6% | Added |
| Bestgate Wealth Advisors, LLC | 3,221 | $347.1K | 0.70% | +3,221 | New |
| Keel Point, LLC | 3,230 | $348.0K | 0.03% | +127+4.1% | Added |
| Pine Harbor Wealth Management, LLC | 3,233 | $348.4K | 0.14% | −217−6.3% | Reduced |
| Aveo Capital Partners, LLC | 3,234 | $348.4K | 0.04% | −45−1.4% | Reduced |
| World Equity Group, Inc. | 3,239 | $349.0K | 0.07% | −437−11.9% | Reduced |
| LBMC Investment Advisors, LLC | 3,241 | $349.2K | 0.03% | +10.0% | Added |
| Acorn Financial Advisory Services Inc | 3,245 | $349.6K | 0.06% | +10.0% | Added |
| Edgestream Partners, L.P. | 3,245 | $349.6K | 0.01% | −45,139−93.3% | Reduced |
| MWA Asset Management | 3,260 | $351.2K | 0.23% | −40−1.2% | Reduced |
| Cim Investment Mangement Inc | 3,262 | $351.4K | 0.10% | −23−0.7% | Reduced |
| Sterling Investment Counsel, LLC | 3,263 | $351.6K | 0.23% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 3,265 | $351.7K | 0.07% | −56−1.7% | Reduced |
| Marathon Capital Management | 3,272 | $352.5K | 0.09% | −25−0.8% | Reduced |
| Fairvoy Private Wealth, LLC | 3,272 | $352.5K | 0.09% | +3,272 | New |
| Sawgrass Asset Management LLC | 3,275 | $352.8K | 0.04% | −151−4.4% | Reduced |
| Cladis Investment Advisory, LLC | 3,288 | $354.2K | 0.25% | 00.0% | Unchanged |
| Revere Asset Management, Inc | 3,290 | $354.5K | 0.30% | +3,290 | New |
| Mosaic Family Wealth Partners, LLC | 3,290 | $354.5K | 0.05% | −103−3.0% | Reduced |
| Ameriflex Group, Inc. | 3,166 | $354.6K | 0.16% | +3,166 | New |
| Muirfield Wealth Advisors LLC | 3,295 | $355.0K | 0.29% | −12−0.4% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,298 | $355.3K | 0.14% | −71−2.1% | Reduced |
| TRUE Private Wealth Advisors | 3,300 | $355.6K | 0.04% | −42−1.3% | Reduced |
| Beaton Management Co. Inc. | 3,305 | $356.0K | 0.18% | −99−2.9% | Reduced |
| Evergreen Capital Management LLC | 3,307 | $356.3K | 0.01% | +227+7.4% | Added |
| CWS Financial Advisors, LLC | 3,308 | $356.4K | 0.12% | −650−16.4% | Reduced |
| Front Row Advisors LLC | 3,310 | $356.6K | 0.12% | −99−2.9% | Reduced |
| St. Louis Trust Co | 3,333 | $359.1K | 0.05% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,334 | $359.2K | 0.03% | −337−9.2% | Reduced |
| Atlantic Trust, LLC | 3,337 | $359.5K | 0.08% | −172−4.9% | Reduced |
| Commonwealth Financial Services, LLC | 3,337 | $359.6K | 0.07% | +206+6.6% | Added |
| William B. Walkup & Associates, Inc. | 3,341 | $360.0K | 0.23% | −17−0.5% | Reduced |
| MKT Advisors LLC | 3,295 | $360.0K | 0.16% | −197−5.6% | Reduced |
| Strategies Wealth Advisors, LLC | 3,106 | $360.5K | 0.04% | +3,106 | New |
| Burns J W & Co Inc | 3,357 | $361.7K | 0.05% | +274+8.9% | Added |
| CRA Financial Services, LLC | 3,360 | $362.0K | 0.06% | +200+6.3% | Added |
| Univest Financial Corp | 3,364 | $362.4K | 0.02% | 00.0% | Unchanged |
| Timonier Family Office, LTD. | 3,372 | $363.3K | 0.19% | +3,372 | New |
| Blackston Financial Advisory Group, LLC | 3,373 | $363.5K | 0.18% | −525−13.5% | Reduced |
| PDS Planning, Inc | 3,378 | $364.0K | 0.03% | +127+3.9% | Added |
| OMC Financial Services LTD | 3,374 | $364.0K | 0.15% | +7+0.2% | Added |
| Camden Capital, LLC | 3,380 | $364.1K | 0.04% | +770+29.5% | Added |
| Burney Co | 3,387 | $364.9K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 3,398 | $366.1K | 0.04% | +1,149+51.1% | Added |
| MJP Associates Inc | 3,400 | $366.3K | 0.07% | +78+2.3% | Added |
| Asset Planning,Inc | 3,426 | $369.1K | 0.28% | +3,426 | New |
| First Citizens Financial Corp | 3,427 | $369.2K | 0.20% | 00.0% | Unchanged |