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 |
|---|---|---|---|---|---|
| Azimuth Capital Investment Management LLC | 90,508 | $9.75M | 0.38% | +2,347+2.7% | Added |
| Oak Grove Capital LLC | 89,740 | $9.67M | 1.94% | +49,020+120.4% | Added |
| Linscomb & Williams, Inc. | 88,911 | $9.58M | 0.48% | +2,390+2.8% | Added |
| iA Global Asset Management Inc. | 88,527 | $9.54M | 0.17% | +65,875+290.8% | Added |
| Credit Agricole S A | 88,339 | $9.52M | 0.03% | +59,369+204.9% | Added |
| State of Alaska, Department of Revenue | 88,110 | $9.49M | 0.11% | −1,575−1.8% | Reduced |
| Biondo Investment Advisors, LLC | 88,099 | $9.49M | 1.31% | +1,741+2.0% | Added |
| Lowe Brockenbrough & Co Inc | 87,755 | $9.45M | 0.61% | +400.0% | Added |
| Rafferty Asset Management, LLC | 86,729 | $9.34M | 0.03% | −2,226−2.5% | Reduced |
| Tompkins Financial Corp | 86,465 | $9.32M | 0.87% | +1,434+1.7% | Added |
| Strategic Wealth Designers | 86,426 | $9.31M | 0.60% | +4,980+6.1% | Added |
| Bell Bank | 84,526 | $9.11M | 0.68% | +10,439+14.1% | Added |
| Savant Capital, LLC | 83,734 | $9.02M | 0.07% | +40.0% | Added |
| CCM Investment Advisers LLC | 83,610 | $9.01M | 1.00% | +16,356+24.3% | Added |
| Romano Brothers and Company | 83,040 | $8.95M | 1.13% | −477−0.6% | Reduced |
| Pacer Advisors, Inc. | 81,334 | $8.76M | 0.02% | −12,042−12.9% | Reduced |
| First Citizens Bank & Trust Co | 81,333 | $8.76M | 0.16% | −8,822−9.8% | Reduced |
| Anchor Investment Management, LLC | 81,251 | $8.75M | 0.82% | −10.0% | Reduced |
| Investment Management Corp of Ontario | 79,989 | $8.62M | 0.28% | +54,413+212.8% | Added |
| Gotham Asset Management, LLC | 78,790 | $8.49M | 0.08% | −8,336−9.6% | Reduced |
| CIBC World Markets Inc. | 78,308 | $8.44M | 0.02% | −11,586−12.9% | Reduced |
| Capital Investment Advisory Services, LLC | 77,656 | $8.37M | 0.81% | +3,136+4.2% | Added |
| Alley Investment Management Company, LLC | 76,477 | $8.24M | 1.04% | +20,414+36.4% | Added |
| Advocate Group LLC | 75,968 | $8.18M | 1.54% | −9,110−10.7% | Reduced |
| Private Advisor Group, LLC | 75,922 | $8.18M | 0.05% | −483−0.6% | Reduced |
| Meyer Handelman Co | 75,577 | $8.14M | 0.28% | −1,693−2.2% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 75,566 | $8.14M | 0.26% | −2,516−3.2% | Reduced |
| Churchill Management Corp | 75,187 | $8.10M | 0.09% | +2,601+3.6% | Added |
| Camden National Bank | 74,730 | $8.05M | 1.20% | −518−0.7% | Reduced |
| HRT Financial LP | 73,559 | $7.92M | 0.04% | +73,559 | New |
| Mizuho Securities USA LLC | 73,214 | $7.89M | 0.14% | +23,154+46.3% | Added |
| Quantinno Capital Management LP | 72,231 | $7.78M | 0.08% | +26,845+59.1% | Added |
| Reliant Investment Partners, LLC | 70,672 | $7.61M | 6.75% | +70,672 | New |
| Elo Mutual Pension Insurance Co | 70,470 | $7.59M | 0.16% | +70,470 | New |
| Windward Capital Management Co | 70,056 | $7.55M | 0.58% | −588−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 69,912 | $7.53M | 0.13% | +5,739+8.9% | Added |
| Strategic Wealth Partners, Ltd. | 65,977 | $7.52M | 0.62% | +15,402+30.5% | Added |
| Benjamin Edwards Inc | 69,529 | $7.49M | 0.11% | +27,837+66.8% | Added |
| Prudential PLC | 69,260 | $7.46M | 0.04% | +70.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 68,912 | $7.46M | 0.03% | +18,604+37.0% | Added |
| HB Wealth Management, LLC | 68,721 | $7.40M | 0.08% | +2,784+4.2% | Added |
| National Asset Management, Inc. | 68,370 | $7.37M | 0.24% | −3,299−4.6% | Reduced |
| Strategic Advisors LLC | 68,020 | $7.33M | 1.33% | +1,680+2.5% | Added |
| Warren Averett Asset Management, LLC | 67,854 | $7.31M | 0.11% | +7,334+12.1% | Added |
| Prospera Financial Services Inc | 66,786 | $7.20M | 0.17% | +4,835+7.8% | Added |
| Cincinnati Casualty Co | 66,300 | $7.14M | 4.00% | 00.0% | Unchanged |
| New England Asset Management Inc | 66,265 | $7.14M | 1.22% | −9,415−12.4% | Reduced |
| Oregon Public Employees Retirement Fund | 66,231 | $7.14M | 0.13% | +48+0.1% | Added |
| Philadelphia Trust Co | 66,186 | $7.13M | 0.52% | −9,960−13.1% | Reduced |
| Advisory Services Network, LLC | 66,008 | $7.11M | 0.13% | +10,809+19.6% | Added |
| Sone Capital Management, LLC | 65,550 | $7.06M | 0.89% | +65,550 | New |
| NewSquare Capital LLC | 66,388 | $7.05M | 0.56% | −351−0.5% | Reduced |
| Farmers & Merchants Investments Inc | 65,193 | $7.02M | 0.22% | +3,225+5.2% | Added |
| one8zero8, LLC | 65,165 | $7.02M | 1.51% | +65,165 | New |
| BCM Advisors, LLC | 60,366 | $6.87M | 1.54% | +46+0.1% | Added |
| Patten & Patten Inc | 63,606 | $6.85M | 0.45% | −1,229−1.9% | Reduced |
| Alaska Permanent Fund Corp | 63,385 | $6.83M | 0.10% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 62,808 | $6.77M | 3.21% | +223+0.4% | Added |
| KBC Group NV | 62,674 | $6.75M | 0.02% | +4,131+7.1% | Added |
| Welch & Forbes LLC | 62,455 | $6.73M | 0.09% | −335−0.5% | Reduced |
| Wexford Capital LP | 62,370 | $6.72M | 1.72% | +62,370 | New |
| Park Avenue Securities LLC | 62,259 | $6.71M | 0.07% | +20,442+48.9% | Added |
| Zions Bancorporation, N.A. | 62,225 | $6.70M | 0.42% | +6,657+12.0% | Added |
| Gulf International Bank (UK) Ltd | 61,570 | $6.63M | 0.17% | −716−1.1% | Reduced |
| First PREMIER Bank | 61,570 | $6.63M | 1.69% | −505−0.8% | Reduced |
| Tectonic Advisors LLC | 61,197 | $6.59M | 0.43% | +7,347+13.6% | Added |
| GLOBALT Investments LLC | 60,822 | $6.55M | 0.25% | −818−1.3% | Reduced |
| Wesbanco Bank Inc | 60,608 | $6.53M | 0.22% | −1,977−3.2% | Reduced |
| Dean Investment Associates, LLC | 60,431 | $6.51M | 0.93% | −1,446−2.3% | Reduced |
| Oak Harvest Investment Services | 60,346 | $6.50M | 0.91% | −53,989−47.2% | Reduced |
| Washington Trust Bank | 60,292 | $6.50M | 0.62% | −937−1.5% | Reduced |
| Brown Advisory Inc | 58,592 | $6.31M | 0.01% | +1,620+2.8% | Added |
| Morgan Dempsey Capital Management LLC | 58,431 | $6.30M | 2.53% | −6,202−9.6% | Reduced |
| Pathway Financial Advisers, LLC | 58,303 | $6.28M | 2.12% | −6,719,670−99.1% | Reduced |
| Metis Global Partners, LLC | 57,899 | $6.24M | 0.19% | +2,685+4.9% | Added |
| Sterling Capital Management LLC | 57,732 | $6.22M | 0.09% | +4,213+7.9% | Added |
| Capital Investment Advisors, LLC | 57,541 | $6.20M | 0.13% | +222+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 57,211 | $6.16M | 0.05% | −85,783−60.0% | Reduced |
| GQG Partners LLC | 57,005 | $6.14M | 0.01% | −4,336,659−98.7% | Reduced |
| Colonial Trust Co | 56,954 | $6.14M | 0.91% | −82−0.1% | Reduced |
| GF Fund Management Co. Ltd. | 56,597 | $6.10M | 0.13% | +56,597 | New |
| Commerzbank Aktiengesellschaft | 56,523 | $6.09M | 0.15% | +2,038+3.7% | Added |
| Entropy Technologies, LP | 56,437 | $6.08M | 0.63% | +56,437 | New |
| Resolution Capital Ltd | 55,740 | $6.01M | 0.11% | +6,388+12.9% | Added |
| Parsons Capital Management Inc | 55,094 | $5.94M | 0.32% | +49,506+885.9% | Added |
| Atria Investments LLC | 55,026 | $5.93M | 0.07% | −444−0.8% | Reduced |
| HGK Asset Management Inc | 54,406 | $5.86M | 1.08% | +54,406 | New |
| Founders Financial Alliance, LLC | 54,248 | $5.84M | 1.61% | −2,349−4.2% | Reduced |
| Fayez Sarofim & Co | 53,546 | $5.77M | 0.01% | +2,132+4.1% | Added |
| Coldstream Capital Management Inc | 53,328 | $5.75M | 0.12% | +2,164+4.2% | Added |
| Estabrook Capital Management | 53,241 | $5.74M | 0.88% | −267−0.5% | Reduced |
| Tower Research Capital LLC (TRC) | 53,207 | $5.73M | 0.11% | −2,797−5.0% | Reduced |
| Wasatch Advisors Inc | 53,176 | $5.73M | 0.03% | −3,000−5.3% | Reduced |
| Geneos Wealth Management Inc. | 53,087 | $5.72M | 0.20% | −1,032−1.9% | Reduced |
| Kentucky Retirement Systems | 53,051 | $5.72M | 0.17% | −731−1.4% | Reduced |
| ProVise Management Group, LLC | 52,936 | $5.70M | 0.49% | −3,517−6.2% | Reduced |
| Argent Trust Co | 52,625 | $5.67M | 0.23% | +3,106+6.3% | Added |
| Principal Street Partners, LLC | 52,388 | $5.64M | 1.11% | +720+1.4% | Added |
| UniSuper Management Pty Ltd | 52,330 | $5.64M | 0.04% | −5,929−10.2% | Reduced |
| Loomis Sayles & Co L P | 52,275 | $5.63M | 0.01% | −11,679−18.3% | Reduced |