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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 4,093 | $441.0K | 0.02% | +599+17.1% | Added |
| Letko, Brosseau & Associates Inc | 4,100 | $441.7K | 0.01% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,121 | $444.0K | 0.01% | +1,458+54.8% | Added |
| Reynders McVeigh Capital Management, LLC | 4,136 | $446.0K | 0.02% | +4+0.1% | Added |
| Knollwood Investment Advisory, LLC | 4,142 | $446.3K | 0.05% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 4,160 | $448.0K | 0.07% | −45,181−91.6% | Reduced |
| Cadinha & Co LLC | 4,163 | $448.5K | 0.07% | +928+28.7% | Added |
| Garner Asset Management Corp | 4,168 | $449.0K | 0.21% | −168−3.9% | Reduced |
| Clarius Group, LLC | 4,169 | $449.2K | 0.03% | +35+0.8% | Added |
| Venturi Wealth Management, LLC | 4,178 | $450.1K | 0.02% | −667−13.8% | Reduced |
| Investment Partners Asset Management, Inc. | 4,178 | $450.1K | 0.35% | 00.0% | Unchanged |
| Saxony Capital Management, LLC | 4,193 | $451.8K | 0.40% | −694−14.2% | Reduced |
| Two Sigma Securities, LLC | 4,197 | $452.2K | 0.08% | +4,197 | New |
| Denali Advisors LLC | 4,200 | $453.0K | 0.05% | −2,900−40.8% | Reduced |
| Bray Capital Advisors | 4,205 | $453.1K | 0.12% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 4,206 | $453.3K | 0.05% | −106−2.5% | Reduced |
| R Squared Ltd | 4,220 | $454.7K | 0.44% | +4,220 | New |
| KPP Advisory Services LLC | 4,226 | $455.3K | 0.11% | +670+18.8% | Added |
| WestEnd Advisors, LLC | 4,227 | $455.4K | 0.01% | −388,060−98.9% | Reduced |
| Waterloo Capital, L.P. | 4,228 | $455.5K | 0.05% | +138+3.4% | Added |
| Centennial Bank | 4,229 | $455.6K | 0.21% | −42−1.0% | Reduced |
| Allegheny Financial Group LTD | 4,247 | $457.6K | 0.12% | −414−8.9% | Reduced |
| Wright Investors Service Inc | 4,248 | $457.7K | 0.15% | −8,898−67.7% | Reduced |
| Bedel Financial Consulting, Inc. | 4,022 | $458.0K | 0.06% | +28+0.7% | Added |
| Flagship Harbor Advisors, LLC | 4,256 | $458.6K | 0.02% | +229+5.7% | Added |
| Longfellow Investment Management Co LLC | 4,262 | $459.2K | 0.12% | −275−6.1% | Reduced |
| Trueblood Wealth Management, LLC | 4,277 | $460.8K | 0.23% | −125−2.8% | Reduced |
| Atlas Private Wealth Advisors | 4,294 | $462.6K | 0.07% | +130+3.1% | Added |
| Boston Financial Mangement LLC | 4,308 | $464.1K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 4,311 | $464.5K | 0.03% | +1,642+61.5% | Added |
| LVM Capital Management Ltd | 4,312 | $465.0K | 0.05% | +357+9.0% | Added |
| Argus Investors' Counsel, Inc. | 4,338 | $467.4K | 0.31% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 4,339 | $467.5K | 0.01% | +552+14.6% | Added |
| Vista Investment Partners II, LLC | 4,340 | $467.6K | 0.28% | +4,340 | New |
| Accurate Wealth Management, LLC | 4,434 | $469.4K | 0.09% | +58+1.3% | Added |
| Citizens Business Bank | 1,665 | $470.2K | 0.09% | −2,748−62.3% | Reduced |
| Hancock Whitney Corp | 4,368 | $470.6K | 0.01% | +199+4.8% | Added |
| Tiemann Investment Advisors, LLC | 4,373 | $471.1K | 0.21% | 00.0% | Unchanged |
| Capital Square, LLC | 4,298 | $472.3K | 0.27% | −5,164−54.6% | Reduced |
| CNB Bank | 4,384 | $472.3K | 0.22% | −518−10.6% | Reduced |
| Greatmark Investment Partners, Inc. | 4,391 | $473.1K | 0.06% | −100−2.2% | Reduced |
| OmniStar Financial Group, Inc. | 4,415 | $475.7K | 0.38% | −295−6.3% | Reduced |
| Blueprint Investment Partners LLC | 4,416 | $475.8K | 0.08% | +429+10.8% | Added |
| Hodges Capital Management Inc. | 4,423 | $477.0K | 0.03% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 4,432 | $477.5K | 0.12% | −8−0.2% | Reduced |
| TBH Global Asset Management, LLC | 4,455 | $480.0K | 0.11% | 00.0% | Unchanged |
| Costello Asset Management, INC | 4,459 | $480.4K | 0.32% | −2,200−33.0% | Reduced |
| WBH Advisory Inc | 4,471 | $481.7K | 0.04% | −661−12.9% | Reduced |
| Hummer Financial Advisory Services Inc | 4,474 | $482.0K | 0.38% | 00.0% | Unchanged |
| MEMBERS Trust Co | 4,498 | $484.6K | 0.02% | +8+0.2% | Added |
| O'Rourke & Company, Inc | 4,515 | $486.3K | 0.24% | −83−1.8% | Reduced |
| Community Financial Services Group, LLC | 4,519 | $486.9K | 0.10% | −1,088−19.4% | Reduced |
| Adirondack Trust Co | 4,525 | $487.5K | 0.19% | −30−0.7% | Reduced |
| Armis Advisers, LLC | 4,526 | $487.6K | 0.06% | +4,526 | New |
| Salomon & Ludwin, LLC | 4,528 | $487.8K | 0.05% | −7−0.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,533 | $488.4K | 0.04% | +135+3.1% | Added |
| Midland Wealth Advisors LLC | 4,550 | $490.2K | 0.03% | +124+2.8% | Added |
| D.B. Root & Company, LLC | 4,555 | $490.8K | 0.16% | −107−2.3% | Reduced |
| Doheny Asset Management | 4,553 | $491.0K | 0.37% | −2,492−35.4% | Reduced |
| Wealthquest Corp | 4,560 | $491.3K | 0.04% | +79+1.8% | Added |
| 111 Capital | 4,561 | $491.4K | 0.10% | +4,561 | New |
| McDonough Capital Management, Inc | 4,562 | $491.6K | 0.30% | +443+10.8% | Added |
| Invesco, LLC | 4,565 | $491.8K | 0.20% | +169+3.8% | Added |
| Blue Fin Capital, Inc. | 4,573 | $492.7K | 0.09% | +272+6.3% | Added |
| Novak & Powell Financial Services, Inc. | 4,574 | $492.8K | 0.29% | +3+0.1% | Added |
| Sculati Wealth Management, LLC | 4,575 | $492.9K | 0.19% | +1,095+31.5% | Added |
| Avestar Capital, LLC | 4,578 | $493.2K | 0.04% | +517+12.7% | Added |
| Prairie Sky Financial Group LLC | 4,596 | $495.2K | 0.30% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 4,598 | $495.3K | 0.15% | +335+7.9% | Added |
| Patton Albertson Miller Group, LLC | 4,601 | $495.7K | 0.07% | −93−2.0% | Reduced |
| St Germain D J Co Inc | 4,618 | $497.6K | 0.02% | +1,651+55.6% | Added |
| RIA Advisory Group LLC | 4,640 | $499.9K | 0.17% | +109+2.4% | Added |
| Pinnacle West Asset Management, Inc. | 4,640 | $500.0K | 0.36% | +100+2.2% | Added |
| Traphagen Investment Advisors LLC | 4,642 | $500.1K | 0.05% | −225−4.6% | Reduced |
| Chiron Capital Management, LLC | 4,654 | $501.5K | 0.47% | −2,479−34.8% | Reduced |
| True Vision MN LLC | 4,661 | $502.2K | 0.30% | −66−1.4% | Reduced |
| Asset Advisors Investment Management, LLC | 4,673 | $503.5K | 0.05% | −371−7.4% | Reduced |
| Quantbot Technologies LP | 4,678 | $504.0K | 0.02% | +4,678 | New |
| Maven Securities LTD | 4,691 | $505.4K | 0.08% | +4,691 | New |
| Sunbelt Securities, Inc. | 4,696 | $505.8K | 0.04% | +806+20.7% | Added |
| GTS Securities LLC | 4,695 | $505.8K | 0.02% | −12,896−73.3% | Reduced |
| Fidelity D & D Bancorp Inc | 4,703 | $506.7K | 0.34% | −463−9.0% | Reduced |
| Flputnam Investment Management Co | 4,707 | $507.1K | 0.01% | +129+2.8% | Added |
| Sonora Investment Management Group, LLC | 4,735 | $510.1K | 0.04% | +873+22.6% | Added |
| McKinley Carter Wealth Services, Inc. | 4,763 | $513.1K | 0.03% | +77+1.6% | Added |
| Charter Trust Co | 4,770 | $513.9K | 0.03% | −36−0.7% | Reduced |
| Oak Hill Wealth Advisors, LLC | 4,773 | $514.3K | 0.12% | +4,773 | New |
| Davis R M Inc | 4,786 | $515.6K | 0.01% | +971+25.5% | Added |
| Hendershot Investments Inc. | 4,805 | $517.7K | 0.07% | −255−5.0% | Reduced |
| Americana Partners, LLC | 4,807 | $517.9K | 0.02% | +135+2.9% | Added |
| Wolff Financial Management LLC | 4,810 | $518.0K | 0.14% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 4,818 | $519.0K | 0.11% | 00.0% | Unchanged |
| Spinnaker Trust | 4,818 | $519.1K | 0.03% | −32−0.7% | Reduced |
| Roberts Glore & Co Inc | 4,844 | $521.9K | 0.15% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 4,849 | $522.0K | 0.14% | +359+8.0% | Added |
| TFG Advisers LLC | 4,848 | $522.3K | 0.19% | +136+2.9% | Added |
| Associated Banc-Corp | 4,848 | $522.4K | 0.02% | −23−0.5% | Reduced |
| Edge Financial Advisors LLC | 4,853 | $522.9K | 0.47% | +46+1.0% | Added |
| Bard Financial Services, Inc. | 4,855 | $523.1K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4,856 | $523.1K | 0.03% | +1,746+56.1% | Added |