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 |
|---|---|---|---|---|---|
| Leonteq Securities AG | 3,432 | $369.8K | 0.04% | +2,840+479.7% | Added |
| Fairfield, Bush & Co. | 3,434 | $370.0K | 0.22% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 3,438 | $370.4K | 0.08% | +17+0.5% | Added |
| Sandbox Financial Partners, LLC | 3,438 | $370.4K | 0.12% | −14−0.4% | Reduced |
| Lake Street Financial LLC | 3,442 | $370.8K | 0.06% | −925−21.2% | Reduced |
| Flaharty Asset Management, LLC | 3,446 | $371.3K | 0.05% | −212−5.8% | Reduced |
| Pallas Capital Advisors LLC | 3,456 | $372.4K | 0.02% | +95+2.8% | Added |
| Verus Financial Partners, Inc. | 3,521 | $372.8K | 0.04% | +2+0.1% | Added |
| Kennebec Savings Bank | 3,521 | $373.7K | 0.38% | −106−2.9% | Reduced |
| Means Investment Co., Inc. | 3,481 | $375.1K | 0.04% | +18+0.5% | Added |
| King Wealth | 3,520 | $379.0K | 0.06% | 00.0% | Unchanged |
| F/M Investments LLC | 3,524 | $379.7K | 0.01% | −8,963−71.8% | Reduced |
| Resurgent Financial Advisors LLC | 3,526 | $379.9K | 0.22% | −934−20.9% | Reduced |
| Clayton Financial Group LLC | 3,534 | $380.7K | 0.14% | +146+4.3% | Added |
| Horan Securities, Inc. | 3,535 | $380.8K | 0.14% | −350−9.0% | Reduced |
| Alliance Wealth Advisors, LLC | 3,542 | $381.6K | 0.22% | −486−12.1% | Reduced |
| PCA Investment Advisory Services Inc. | 3,543 | $381.7K | 0.18% | +51+1.5% | Added |
| Vestmark Advisory Solutions, Inc. | 3,546 | $382.0K | 0.01% | +805+29.4% | Added |
| Aldebaran Financial Inc. | 3,548 | $382.2K | 0.45% | +23+0.7% | Added |
| Waldron Private Wealth LLC | 3,548 | $382.3K | 0.02% | +111+3.2% | Added |
| Avidian Wealth Solutions, LLC | 3,553 | $382.8K | 0.02% | +1,469+70.5% | Added |
| First Business Financial Services, Inc. | 3,566 | $384.2K | 0.04% | +3,566 | New |
| FLC Capital Advisors | 3,570 | $384.6K | 0.09% | −648−15.4% | Reduced |
| Spears Abacus Advisors LLC | 3,574 | $385.1K | 0.01% | +3,574 | New |
| Marietta Investment Partners LLC | 3,581 | $385.8K | 0.08% | 00.0% | Unchanged |
| BXM Wealth LLC | 3,588 | $386.6K | 0.54% | +3,588 | New |
| Quad-Cities Investment Group, LLC | 3,588 | $386.6K | 0.19% | −8−0.2% | Reduced |
| Am Investment Strategies LLC | 3,587 | $387.0K | 0.09% | −9−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 3,597 | $387.5K | 0.02% | −333−8.5% | Reduced |
| VSM Wealth Advisory, LLC | 3,597 | $387.5K | 0.14% | +3,597 | New |
| West Paces Advisors Inc. | 3,629 | $391.0K | 0.10% | −70−1.9% | Reduced |
| Prostatis Group LLC | 3,630 | $391.1K | 0.11% | +418+13.0% | Added |
| Birchcreek Wealth Management, LLC | 3,635 | $391.6K | 0.25% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 3,636 | $391.8K | 0.38% | +3,636 | New |
| Meriwether Wealth & Planning, LLC | 3,641 | $392.3K | 0.28% | +3,641 | New |
| Simon Quick Advisors, LLC | 3,645 | $392.7K | 0.02% | +597+19.6% | Added |
| Brighton Securities Corp. | 3,651 | $393.3K | 0.19% | +3,651 | New |
| First Western Trust Bank | 3,651 | $393.4K | 0.02% | 00.0% | Unchanged |
| Objectivity Squared, LLC | 3,716 | $393.4K | 0.27% | +2+0.1% | Added |
| Goepper Burkhardt LLC | 3,654 | $393.6K | 0.16% | −1,563−30.0% | Reduced |
| Alethea Capital Management, LLC | 3,662 | $394.5K | 0.34% | +3,662 | New |
| Broadwater Capital Management LLC | 3,666 | $395.0K | 0.30% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 3,742 | $396.1K | 0.02% | +663+21.5% | Added |
| Patriot Investment Management Inc. | 3,680 | $396.5K | 0.03% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 3,682 | $396.7K | 0.07% | −197−5.1% | Reduced |
| New Republic Capital, LLC | 3,693 | $397.9K | 0.26% | +124+3.5% | Added |
| White Knight Strategic Wealth Advisors, LLC | 3,700 | $398.6K | 0.17% | +1,850+100.0% | Added |
| Strathmore Capital Advisors, Inc. | 3,702 | $398.9K | 0.29% | +3,702 | New |
| Absher Wealth Management, LLC | 3,711 | $399.8K | 0.05% | −10.0% | Reduced |
| Beacon Capital Management, LLC | 3,722 | $401.0K | 0.05% | −288−7.2% | Reduced |
| Waddell & Associates, LLC | 3,726 | $401.4K | 0.04% | −35−0.9% | Reduced |
| BIP Wealth, LLC | 3,730 | $401.9K | 0.03% | +942+33.8% | Added |
| Aspiriant, LLC | 3,743 | $403.3K | 0.01% | −405−9.8% | Reduced |
| Meridian Investment Counsel Inc. | 3,745 | $403.5K | 0.12% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 3,748 | $403.8K | 0.01% | +314+9.1% | Added |
| Pinnacle Wealth Management Group, Inc. | 3,748 | $403.8K | 0.25% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 3,756 | $404.7K | 0.09% | +10+0.3% | Added |
| ASB Consultores, LLC | 3,756 | $404.7K | 0.17% | −212−5.3% | Reduced |
| Genesis Private Wealth, LLC | 3,759 | $405.0K | 0.22% | +3,759 | New |
| Mayfair Advisory Group, LLC | 3,778 | $407.0K | 0.24% | −221−5.5% | Reduced |
| Aprio Wealth Management, LLC | 3,782 | $407.4K | 0.06% | +1,448+62.0% | Added |
| Virtu Financial LLC | 3,791 | $408.0K | 0.02% | −13,664−78.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,790 | $408.3K | 0.04% | +161+4.4% | Added |
| Capital Asset Advisory Services LLC | 3,797 | $409.2K | 0.02% | +17+0.4% | Added |
| Aspen Grove Capital, LLC | 3,799 | $409.4K | 0.09% | −500−11.6% | Reduced |
| Aaron Wealth Advisors | 3,801 | $409.5K | 0.05% | +1,544+68.4% | Added |
| Syon Capital LLC | 3,811 | $410.6K | 0.04% | −907−19.2% | Reduced |
| Catalina Capital Group, LLC | 3,829 | $412.5K | 0.14% | +318+9.1% | Added |
| Fulcrum Equity Management | 3,842 | $414.0K | 0.41% | −187−4.6% | Reduced |
| Latitude Advisors, LLC | 3,869 | $416.8K | 0.23% | −281−6.8% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 3,608 | $417.0K | 0.27% | +8+0.2% | Added |
| Almanack Investment Partners, LLC. | 3,886 | $418.7K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 3,892 | $419.3K | 0.03% | +57+1.5% | Added |
| IronBridge Private Wealth, LLC | 3,903 | $420.5K | 0.15% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 3,903 | $420.5K | 0.07% | +158+4.2% | Added |
| Searle & Co. | 3,911 | $421.4K | 0.12% | +993+34.0% | Added |
| Lantern Wealth Advisors, LLC | 3,920 | $422.3K | 0.27% | 00.0% | Unchanged |
| New Hampshire Trust | 3,943 | $424.8K | 0.09% | +484+14.0% | Added |
| Callan Capital, LLC | 3,943 | $424.8K | 0.03% | +1,063+36.9% | Added |
| Westmount Partners, LLC | 3,954 | $426.0K | 0.13% | +28+0.7% | Added |
| Summit Asset Management, LLC | 3,955 | $426.1K | 0.07% | +800+25.4% | Added |
| IFC Advisors LLC | 3,964 | $427.1K | 0.09% | +3,964 | New |
| Verum Partners LLC | 3,972 | $428.0K | 0.12% | −154−3.7% | Reduced |
| Premier Path Wealth Partners, LLC | 3,973 | $428.1K | 0.07% | +418+11.8% | Added |
| Ferguson Wellman Capital Management, Inc | 3,979 | $428.7K | 0.01% | −56−1.4% | Reduced |
| Marotta Asset Management | 3,982 | $429.4K | 0.09% | −45−1.1% | Reduced |
| One Capital Management, LLC | 4,010 | $432.0K | 0.01% | +4+0.1% | Added |
| Southland Equity Partners LLC | 4,016 | $432.7K | 0.10% | +155+4.0% | Added |
| Zacks Investment Management | 4,024 | $433.5K | 0.00% | −89−2.2% | Reduced |
| Conning Inc. | 4,027 | $433.9K | 0.02% | −957−19.2% | Reduced |
| Park Place Capital Corp | 4,027 | $433.9K | 0.12% | −440−9.9% | Reduced |
| NCM Capital Management, LLC | 4,029 | $434.1K | 0.20% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4,042 | $435.6K | 0.07% | +4,042 | New |
| Alliance Wealth Advisors, LLC | 4,052 | $436.6K | 0.11% | +89+2.2% | Added |
| CMG Global Holdings, LLC | 4,026 | $438.1K | 0.24% | −122−2.9% | Reduced |
| Transce3nd, LLC | 4,065 | $438.1K | 0.15% | +4,065 | New |
| Campion Asset Management LLC | 4,068 | $438.3K | 0.33% | −242−5.6% | Reduced |
| RiverFront Investment Group, LLC | 4,075 | $439.0K | 0.01% | +84+2.1% | Added |
| Arbor Investment Advisors, LLC | 4,075 | $439.1K | 0.06% | −7,066−63.4% | Reduced |
| Guardian Investment Management | 4,089 | $440.5K | 0.32% | −260−6.0% | Reduced |