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 |
|---|---|---|---|---|---|
| KMG Fiduciary Partners, LLC | 52,097 | $5.61M | 0.46% | +2,705+5.5% | Added |
| Beacon Pointe Advisors, LLC | 51,843 | $5.59M | 0.06% | +6,542+14.4% | Added |
| Farmers Trust Co | 51,794 | $5.58M | 1.04% | −874−1.7% | Reduced |
| Smith, Salley & Associates | 51,525 | $5.55M | 0.36% | −516−1.0% | Reduced |
| Moors & Cabot, Inc. | 51,252 | $5.52M | 0.26% | +1,808+3.7% | Added |
| Union Bancaire Privee, UBP SA | 50,709 | $5.46M | 0.10% | +50,709 | New |
| Schaper Benz & Wise Investment Counsel Inc | 50,205 | $5.41M | 0.43% | +822+1.7% | Added |
| Swiss Life Asset Management Ltd | 50,185 | $5.40M | 0.04% | −121,790−70.8% | Reduced |
| Family Legacy, Inc. | 49,774 | $5.39M | 1.83% | +272+0.5% | Added |
| Aventail Capital Group, LP | 50,000 | $5.39M | 0.28% | 00.0% | Unchanged |
| Crestline Management, LP | 50,000 | $5.39M | 0.19% | +50,000 | New |
| Central Trust Co | 49,971 | $5.38M | 0.13% | +937+1.9% | Added |
| TD Private Client Wealth LLC | 49,821 | $5.37M | 0.15% | +4,275+9.4% | Added |
| Eliot Finkel Investment Counsel, LLC | 49,764 | $5.36M | 3.41% | −90−0.2% | Reduced |
| Covington Investment Advisors Inc. | 49,498 | $5.33M | 0.80% | −190−0.4% | Reduced |
| Ellsworth Advisors, LLC | 49,418 | $5.32M | 1.40% | +49,418 | New |
| Jamison Private Wealth Management, Inc. | 49,352 | $5.32M | 0.79% | +1,359+2.8% | Added |
| Resources Investment Advisors, LLC. | 49,062 | $5.29M | 0.06% | −1,928−3.8% | Reduced |
| Money Concepts Capital Corp | 48,406 | $5.22M | 0.39% | +584+1.2% | Added |
| Jane Street Group, LLC | 47,880 | $5.16M | 0.01% | −12,462−20.7% | Reduced |
| Glenmede Trust Co NA | 47,780 | $5.15M | 0.03% | −37,624−44.1% | Reduced |
| Benedict Financial Advisors Inc | 47,730 | $5.14M | 1.25% | +1,229+2.6% | Added |
| Hartford Investment Management Co | 47,596 | $5.13M | 0.17% | −920−1.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 47,517 | $5.12M | 0.22% | +2,285+5.1% | Added |
| Clough Capital Partners L P | 46,855 | $5.05M | 0.58% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 46,701 | $5.03M | 0.74% | −183−0.4% | Reduced |
| NEOS Investment Management LLC | 46,684 | $5.03M | 0.12% | +11,200+31.6% | Added |
| South State Corp. | 46,648 | $5.03M | 0.33% | −829−1.7% | Reduced |
| Beacon Financial Group | 46,644 | $5.03M | 0.54% | −482−1.0% | Reduced |
| Stratos Wealth Partners, LTD. | 46,638 | $5.02M | 0.07% | −1,488−3.1% | Reduced |
| First Horizon Advisors, Inc. | 46,578 | $5.02M | 0.14% | +2,213+5.0% | Added |
| Sigma Planning Corp | 46,515 | $5.01M | 0.16% | −7,008−13.1% | Reduced |
| Woodline Partners LP | 46,391 | $5.00M | 0.03% | +46,391 | New |
| Boston Research & Management Inc | 46,242 | $4.98M | 1.20% | −158−0.3% | Reduced |
| Worldquant Millennium Advisors LLC | 45,834 | $4.94M | 0.03% | +18,821+69.7% | Added |
| Alberta Investment Management Corp | 45,600 | $4.91M | 0.03% | +2,300+5.3% | Added |
| Jackson Hole Capital Partners, LLC | 45,353 | $4.89M | 0.99% | +829+1.9% | Added |
| Chicago Partners Investment Group LLC | 44,983 | $4.87M | 0.16% | −1,322−2.9% | Reduced |
| RSM US Wealth Management LLC | 44,771 | $4.82M | 0.07% | −1,626−3.5% | Reduced |
| Highland Capital Management, LLC | 44,602 | $4.81M | 0.27% | −920−2.0% | Reduced |
| Johnson Investment Counsel Inc | 44,479 | $4.79M | 0.05% | +2,206+5.2% | Added |
| Tufton Capital Management | 44,228 | $4.77M | 0.90% | +82+0.2% | Added |
| Whitener Capital Management, Inc. | 44,187 | $4.76M | 1.33% | +430+1.0% | Added |
| Semmax Financial Advisors Inc. | 41,684 | $4.75M | 1.27% | +873+2.1% | Added |
| Schonfeld Strategic Advisors LLC | 43,880 | $4.73M | 0.03% | +9,588+28.0% | Added |
| Kingsview Wealth Management, LLC | 43,584 | $4.70M | 0.09% | +5,615+14.8% | Added |
| Red Door Wealth Management, LLC | 43,309 | $4.67M | 0.71% | +3,250+8.1% | Added |
| United Capital Financial Advisers, LLC | 42,791 | $4.61M | 0.04% | +719+1.7% | Added |
| Teza Capital Management LLC | 42,680 | $4.60M | 0.70% | +42,680 | New |
| Clearstead Advisors, LLC | 42,582 | $4.59M | 0.07% | +97+0.2% | Added |
| Crossmark Global Holdings, Inc. | 42,444 | $4.57M | 0.08% | −887−2.0% | Reduced |
| Concurrent Investment Advisors, LLC | 42,428 | $4.57M | 0.12% | −35−0.1% | Reduced |
| CWM, LLC | 41,998 | $4.53M | 0.02% | −1,596−3.7% | Reduced |
| Vontobel Holding Ltd. | 41,994 | $4.52M | 0.02% | +179+0.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 41,931 | $4.52M | 0.93% | +1,093+2.7% | Added |
| Principle Wealth Partners LLC | 41,812 | $4.50M | 0.32% | +5,898+16.4% | Added |
| Profund Advisors LLC | 41,726 | $4.50M | 0.16% | −4,848−10.4% | Reduced |
| Quantitative Investment Management, LLC | 41,697 | $4.49M | 0.34% | +41,697 | New |
| Tudor Investment Corp Et Al | 41,686 | $4.49M | 0.05% | −51,057−55.1% | Reduced |
| Louisiana State Employees Retirement System | 41,600 | $4.48M | 0.08% | −1,900−4.4% | Reduced |
| Maryland State Retirement & Pension System | 41,566 | $4.48M | 0.10% | −2,931−6.6% | Reduced |
| Apollon Wealth Management, LLC | 41,540 | $4.48M | 0.10% | +7,653+22.6% | Added |
| Securian Asset Management, Inc | 41,517 | $4.47M | 0.13% | −1,180−2.8% | Reduced |
| Advisors Asset Management, Inc. | 41,504 | $4.47M | 0.08% | +3,201+8.4% | Added |
| Sky Investment Group LLC | 41,356 | $4.46M | 0.82% | +1,992+5.1% | Added |
| Townsend & Associates, Inc | 40,021 | $4.43M | 0.45% | −282−0.7% | Reduced |
| Leavell Investment Management, Inc. | 40,878 | $4.40M | 0.22% | −512−1.2% | Reduced |
| Peapack Gladstone Financial Corp | 40,861 | $4.40M | 0.06% | +79+0.2% | Added |
| Holderness Investments Co | 40,811 | $4.40M | 0.97% | +31+0.1% | Added |
| Aull & Monroe Investment Management Corp | 40,803 | $4.40M | 2.24% | −727−1.8% | Reduced |
| Regions Financial Corp | 40,802 | $4.40M | 0.03% | +1,286+3.3% | Added |
| Nixon Peabody Trust Co | 40,550 | $4.37M | 0.36% | +884+2.2% | Added |
| Stablepoint Partners, LLC | 40,104 | $4.32M | 0.79% | +304+0.8% | Added |
| Principal Securities, Inc. | 40,050 | $4.32M | 0.10% | +5,258+15.1% | Added |
| AlphaStar Capital Management, LLC | 39,947 | $4.30M | 0.45% | +6,630+19.9% | Added |
| Salem Investment Counselors Inc | 39,787 | $4.29M | 0.14% | −3,573−8.2% | Reduced |
| Richard C. Young & CO., LTD. | 39,785 | $4.29M | 0.47% | +3,312+9.1% | Added |
| Virginia Wealth Management Group, Inc. | 39,340 | $4.24M | 2.62% | +339+0.9% | Added |
| First Bank & Trust | 39,316 | $4.24M | 0.81% | −3,708−8.6% | Reduced |
| Daymark Wealth Partners, LLC | 38,948 | $4.20M | 0.18% | +188+0.5% | Added |
| MONECO Advisors, LLC | 38,944 | $4.20M | 0.44% | +1,451+3.9% | Added |
| Cincinnati Financial Corp | 38,784 | $4.18M | 0.09% | 00.0% | Unchanged |
| Assetmark, Inc | 38,262 | $4.12M | 0.01% | +19,792+107.2% | Added |
| Thompson Siegel & Walmsley LLC | 38,219 | $4.12M | 0.06% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 38,136 | $4.11M | 0.11% | +38,136 | New |
| Providence Capital Advisors, LLC | 37,984 | $4.09M | 0.83% | +239+0.6% | Added |
| Strategic Planning Group, LLC | 37,793 | $4.07M | 0.75% | +1,530+4.2% | Added |
| Nisa Investment Advisors, LLC | 37,449 | $4.03M | 0.02% | +8,963+31.5% | Added |
| MAI Capital Management | 37,292 | $4.02M | 0.03% | +13,312+55.5% | Added |
| SG Americas Securities, LLC | 37,063 | $3.99M | 0.02% | +20,361+121.9% | Added |
| Seven Springs Wealth Group, LLC | 37,048 | $3.99M | 1.49% | +1,894+5.4% | Added |
| Occidental Asset Management, LLC | 36,965 | $3.98M | 0.62% | +2,480+7.2% | Added |
| J.W. Cole Advisors, Inc. | 36,886 | $3.97M | 0.16% | +5,749+18.5% | Added |
| Bragg Financial Advisors, Inc | 36,871 | $3.97M | 0.16% | −362−1.0% | Reduced |
| New Mexico Educational Retirement Board | 36,760 | $3.96M | 0.13% | −1,000−2.6% | Reduced |
| Cornerstone Advisors, LLC | 36,700 | $3.95M | 0.16% | +2,500+7.3% | Added |
| Shelton Capital Management | 36,553 | $3.94M | 0.10% | −1,100−2.9% | Reduced |
| Capital & Planning, LLC | 36,442 | $3.93M | 2.87% | +36,442 | New |
| Twin Capital Management Inc | 36,038 | $3.88M | 0.43% | +2,766+8.3% | Added |
| Tokio Marine Asset Management Co Ltd | 35,965 | $3.87M | 0.14% | +499+1.4% | Added |