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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 192,617 | $20.8M | 0.07% | +21,587+12.6% | Added |
| Bank of Nova Scotia | 190,421 | $20.5M | 0.04% | −351,774−64.9% | Reduced |
| Umb Bank N A | 189,041 | $20.4M | 0.32% | −1,411−0.7% | Reduced |
| Mercer Global Advisors Inc | 188,483 | $20.3M | 0.05% | +30,441+19.3% | Added |
| CapWealth Advisors, LLC | 188,038 | $20.3M | 2.23% | +1,903+1.0% | Added |
| Oppenheimer Asset Management Inc. | 183,939 | $19.8M | 0.24% | +1,484+0.8% | Added |
| QRG Capital Management, Inc. | 183,192 | $19.7M | 0.20% | +50,630+38.2% | Added |
| Corebridge Financial, Inc. | 177,541 | $19.1M | 0.10% | −8,390−4.5% | Reduced |
| Calamos Advisors LLC | 176,667 | $19.0M | 0.09% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 175,155 | $18.9M | 0.57% | +1,173+0.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 174,004 | $18.7M | 0.04% | +174,004 | New |
| Bokf, NA | 172,366 | $18.2M | 0.31% | −6,610−3.7% | Reduced |
| Czech National Bank | 167,490 | $18.0M | 0.17% | +10,246+6.5% | Added |
| Retirement Systems of Alabama | 167,250 | $18.0M | 0.07% | −1,699−1.0% | Reduced |
| Woodmont Investment Counsel LLC | 167,140 | $18.0M | 1.33% | −868−0.5% | Reduced |
| Tocqueville Asset Management L.P. | 161,028 | $17.3M | 0.27% | +594+0.4% | Added |
| Financial Counselors Inc | 159,070 | $17.1M | 0.25% | −941−0.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 157,691 | $17.0M | 0.47% | −13,000−7.6% | Reduced |
| Hudson Bay Capital Management LP | 156,597 | $16.9M | 0.10% | +88,425+129.7% | Added |
| Engineers Gate Manager LP | 155,519 | $16.8M | 0.29% | +148,827+2,224.0% | Added |
| Kestra Advisory Services, LLC | 154,797 | $16.7M | 0.09% | −37,629−19.6% | Reduced |
| Brinker Capital Investments, LLC | 153,264 | $16.5M | 0.16% | +1,941+1.3% | Added |
| Orion Portfolio Solutions, LLC | 153,264 | $16.5M | 0.16% | +1,941+1.3% | Added |
| Jacobs Levy Equity Management, Inc | 153,033 | $16.5M | 0.06% | −127,795−45.5% | Reduced |
| Cubist Systematic Strategies, LLC | 151,663 | $16.3M | 0.27% | +94,090+163.4% | Added |
| GWM Advisors LLC | 151,640 | $16.3M | 0.10% | +13,228+9.6% | Added |
| Clarity Financial LLC | 151,548 | $16.3M | 1.95% | −29,958−16.5% | Reduced |
| Rockefeller Capital Management L.P. | 151,611 | $16.3M | 0.04% | −15,205−9.1% | Reduced |
| Amalgamated Bank | 151,211 | $16.3M | 0.13% | −3,467−2.2% | Reduced |
| Canal Insurance CO | 150,166 | $16.2M | 4.21% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 148,703 | $16.0M | 2.50% | +68,977+86.5% | Added |
| British Columbia Investment Management Corp | 147,877 | $15.9M | 0.09% | +19,095+14.8% | Added |
| Edgar Lomax Co | 145,356 | $15.7M | 1.01% | −2,825−1.9% | Reduced |
| Tiaa Trust, National Association | 145,247 | $15.6M | 0.05% | +4,843+3.4% | Added |
| Nissay Asset Management Corp | 144,362 | $15.6M | 0.10% | −4,913−3.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 143,777 | $15.5M | 0.03% | −17,797−11.0% | Reduced |
| CWA Asset Management Group, LLC | 143,451 | $15.5M | 0.78% | −6,633−4.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 138,908 | $15.0M | 2.06% | +406+0.3% | Added |
| Synovus Financial Corp | 138,668 | $14.9M | 0.19% | −10,106−6.8% | Reduced |
| Beck Bode, LLC | 138,639 | $14.9M | 2.73% | +15,888+12.9% | Added |
| Capital Fund Management S.A. | 137,527 | $14.8M | 0.15% | +48,778+55.0% | Added |
| Ilmarinen Mutual Pension Insurance Co | 137,000 | $14.8M | 0.13% | +17,000+14.2% | Added |
| Lockheed Martin Investment Management Co | 136,140 | $14.7M | 0.58% | −4,870−3.5% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 135,849 | $14.6M | 1.01% | +1,113+0.8% | Added |
| South Dakota Investment Council | 135,586 | $14.6M | 0.29% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 135,406 | $14.6M | 0.18% | +61,003+82.0% | Added |
| Independent Advisor Alliance | 133,868 | $14.4M | 0.19% | +16,070+13.6% | Added |
| Man Group plc | 132,925 | $14.3M | 0.04% | −309,192−69.9% | Reduced |
| Aptus Capital Advisors, LLC | 132,768 | $14.3M | 0.17% | +26,237+24.6% | Added |
| ProShare Advisors LLC | 131,950 | $14.2M | 0.03% | +29,380+28.6% | Added |
| Teacher Retirement System of Texas | 131,745 | $14.2M | 0.05% | −428,444−76.5% | Reduced |
| Utah Retirement Systems | 127,786 | $13.8M | 0.15% | +200+0.2% | Added |
| Colonial Trust Advisors | 125,611 | $13.5M | 1.20% | −3,752−2.9% | Reduced |
| Guardian Partners Inc. | 125,036 | $13.5M | 1.38% | +125,036 | New |
| Beck Mack & Oliver LLC | 125,299 | $13.5M | 0.25% | +1,400+1.1% | Added |
| CIBC World Markets Corp | 121,859 | $13.1M | 0.08% | +17,088+16.3% | Added |
| Vestcor Inc | 120,784 | $13.0M | 0.43% | +1,360+1.1% | Added |
| Northwestern Mutual Wealth Management Co | 120,574 | $13.0M | 0.01% | −5,068−4.0% | Reduced |
| Pinnacle Financial Partners Inc | 115,974 | $12.9M | 0.26% | +607+0.5% | Added |
| FIL Ltd | 119,917 | $12.9M | 0.01% | −34,218−22.2% | Reduced |
| TownSquare Capital, LLC | 119,758 | $12.9M | 0.15% | +5,166+4.5% | Added |
| Yousif Capital Management, LLC | 117,456 | $12.7M | 0.14% | −1,531−1.3% | Reduced |
| Hennessy Advisors Inc | 117,387 | $12.6M | 0.38% | +3,100+2.7% | Added |
| Intact Investment Management Inc. | 117,100 | $12.6M | 0.44% | +67,570+136.4% | Added |
| Brookstone Capital Management | 116,998 | $12.6M | 0.18% | −2,229−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 116,348 | $12.5M | 0.11% | +29,281+33.6% | Added |
| O'Shaughnessy Asset Management, LLC | 115,075 | $12.4M | 0.11% | +13,248+13.0% | Added |
| Stonebridge Capital Advisors LLC | 114,184 | $12.3M | 0.99% | +1,346+1.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 112,321 | $12.1M | 0.12% | +112,321 | New |
| Willis Investment Counsel | 111,430 | $12.0M | 0.79% | +230.0% | Added |
| Greenland Capital Management LP | 111,242 | $12.0M | 2.39% | +111,242 | New |
| Xponance, Inc. | 110,162 | $11.9M | 0.11% | +4,278+4.0% | Added |
| Adviser Investments LLC | 106,136 | $11.4M | 0.14% | +55,921+111.4% | Added |
| Avantax Advisory Services, Inc. | 104,385 | $11.2M | 0.07% | +6,705+6.9% | Added |
| New York Life Investment Management LLC | 103,568 | $11.2M | 0.11% | +1,006+1.0% | Added |
| Wealthfront Advisers LLC | 103,086 | $11.1M | 0.03% | +15,484+17.7% | Added |
| BTG Pactual Asset Management US LLC | 102,951 | $11.1M | 1.43% | +102,951 | New |
| FineMark National Bank & Trust | 102,795 | $11.1M | 0.39% | +470.0% | Added |
| Daiwa Securities Group Inc. | 102,505 | $11.0M | 0.05% | −8,924−8.0% | Reduced |
| Public Employees Retirement Association of Colorado | 102,473 | $11.0M | 0.04% | −3,504−3.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 102,284 | $11.0M | 0.11% | +4,102+4.2% | Added |
| Canada Post Corp Registered Pension Plan | 101,825 | $11.0M | 0.65% | +101,825 | New |
| New Age Alpha Advisors, LLC | 101,689 | $11.0M | 0.44% | +101,327+27,990.9% | Added |
| Atria Wealth Solutions, Inc. | 101,582 | $10.9M | 0.12% | +11,154+12.3% | Added |
| Agf Management Ltd | 100,788 | $10.9M | 0.05% | −9,114−8.3% | Reduced |
| Silvercrest Asset Management Group LLC | 99,421 | $10.7M | 0.07% | +84,816+580.7% | Added |
| Janney Capital Management LLC | 98,257 | $10.6M | 0.70% | −1,725−1.7% | Reduced |
| Janus Henderson Group PLC | 97,906 | $10.5M | 0.01% | +970+1.0% | Added |
| Bogart Wealth, LLC | 96,031 | $10.3M | 0.49% | +1,117+1.2% | Added |
| JustInvest LLC | 95,585 | $10.3M | 0.16% | +10,680+12.6% | Added |
| Kempen Capital Management N.V. | 95,510 | $10.3M | 0.10% | +84,924+802.2% | Added |
| Brevan Howard Capital Management LP | 94,893 | $10.2M | 0.25% | +68,759+263.1% | Added |
| Oppenheimer & Co Inc | 94,713 | $10.2M | 0.15% | +636+0.7% | Added |
| Pathstone Holdings, LLC | 94,628 | $10.2M | 0.05% | +1,620+1.7% | Added |
| Keybank National Association | 94,516 | $10.2M | 0.04% | +1,357+1.5% | Added |
| River Road Asset Management, LLC | 94,284 | $10.2M | 0.14% | −18,312−16.3% | Reduced |
| Allworth Financial LP | 92,881 | $10.1M | 0.06% | +73,066+368.7% | Added |
| Blair William & Co | 93,534 | $10.1M | 0.03% | −173−0.2% | Reduced |
| Mutual of America Capital Management LLC | 92,527 | $9.97M | 0.11% | −2,523−2.7% | Reduced |
| Boyer & Corporon Wealth Management, LLC | 91,100 | $9.82M | 3.50% | +91,100 | New |