DUKE ENERGY CORP NEW (DUK)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
121
Reporting holders
$172.5M
Reported value
0.0%
Calls
0.0%
Puts
-2,375
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Oak Grove Capital LLC | $31.7M | 278,361 | 1.44% | 10q | +30.9%+$7.5M |
| CapWealth Advisors, LLC | $24.5M | 215,220 | 1.85% | 26q | +0.6%+$155.9K |
| Farther Finance Advisors, LLC | $11.1M | 96,972 | 0.08% | 16q | +26.1%+$2.3M |
| TOMPKINS FINANCIAL CORP | $9.3M | 81,282 | 0.65% | 31q | +0.5%+$47.5K |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $6.8M | 59,651 | 0.45% | 32q | +3.7%+$240.2K |
| BENEDICT FINANCIAL ADVISORS INC | $5.7M | 49,769 | 1.13% | 32q | HELD |
| Iowa State Bank | $4.3M | 38,090 | 0.73% | 32q | -10.4%-$502.9K |
| Avidian Wealth Enterprises, LLC | $3.7M | 32,553 | 0.10% | 16q | +12.7%+$419.1K |
| AMERICAN NATIONAL BANK & TRUST | $3.0M | 25,922 | 0.27% | 7q | +7.6%+$208.2K |
| GAMMA Investing LLC | $2.9M | 25,043 | 0.10% | 12q | -2.4%-$70.1K |
| MFA WEALTH ADVISORS, LLC | $2.8M | 24,873 | 0.48% | 19q | +0.8%+$22.2K |
| MassMutual Private Wealth & Trust, FSB | $2.6M | 22,997 | 0.07% | 32q | -2.7%-$71.8K |
| Bank & Trust Co | $2.6M | 22,503 | 1.61% | 10q | HELD |
| Hardin Capital Partners, LLC | $2.6M | 22,434 | 1.25% | 10q | +2.7%+$66.7K |
| Wedmont Private Capital | $2.2M | 18,409 | 0.05% | 20q | +6.9%+$139.0K |
| Ledgewood Wealth Advisors, LLC | $2.1M | 18,404 | 1.16% | 12q | HELD |
| Graves Light Lenhart Wealth, Inc. | $1.9M | 17,002 | 0.18% | 32q | -1.0%-$20.4K |
| Apella Capital, LLC | $1.9M | 16,768 | 0.02% | 15q | +7.6%+$136.6K |
| Valeo Financial Advisors, LLC | $1.9M | 16,699 | 0.04% | 32q | +2.2%+$41.6K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.8M | 15,894 | 0.16% | 20q | -5.6%-$106.5K |
| O'Keefe Stevens Advisory, Inc. | $1.6M | 13,678 | 0.32% | 11q | +14.0%+$191.5K |
| PARK NATIONAL CORP /OH/ | $1.6M | 13,673 | 0.04% | 32q | +1.4%+$21.7K |
| Successful Portfolios LLC | $1.5M | 13,382 | 0.70% | 32q | -13.1%-$230.6K |
| DOLIVER ADVISORS, LP | $1.4M | 12,674 | 0.32% | 28q | HELD |
| Everhart Financial Group, Inc. | $1.4M | 11,861 | 0.08% | 15q | -4.9%-$69.2K |
| BURKETT FINANCIAL SERVICES, LLC | $1.3M | 11,544 | 0.40% | 12q | -1.2%-$15.8K |
| Greenfield Savings Bank | $1.3M | 11,052 | 0.48% | 18q | -0.9%-$11.4K |
| Roxbury Financial LLC | $1.2M | 10,720 | 0.94% | 8q | HELD |
| CoreCap Advisors, LLC | $1.2M | 10,639 | 0.03% | 19q | +18.3%+$187.6K |
| Dickmeyer Boyce Financial Management, Inc. | $1.2M | 10,199 | 0.60% | 3q | -2.4%-$29.2K |
| STABLEFORD CAPITAL II LLC | $1.2M | 10,158 | 0.40% | 14q | +11.0%+$115.0K |
| Atlas Brown,Inc. | $1.0M | 9,160 | 0.28% | 32q | -0.9%-$9.7K |
| Persium Advisors, LLC | $992.2K | 8,703 | 0.52% | 8q | -46.8%-$871.6K |
| Venture Visionary Partners LLC | $946.9K | 8,305 | 0.02% | 24q | +14.6%+$121.0K |
| Monument Capital Management | $874.9K | 7,674 | 0.18% | 6q | +7.5%+$61.2K |
| Violich Capital Management, Inc. | $841.7K | 7,383 | 0.09% | 6q | -10.1%-$94.1K |
| Gradient Investments LLC | $798.4K | 7,003 | 0.01% | 32q | -6.7%-$57.1K |
| STEPH & CO | $783.1K | 6,869 | 0.20% | 28q | +1.8%+$14.0K |
| EASTERN BANK | $778.6K | 6,829 | 0.01% | 9q | +11.6%+$81.2K |
| Legacy Wealth Asset Management, LLC | $759.3K | 6,660 | 0.17% | 24q | HELD |
| TrueWealth Advisors, LLC | $751.1K | 6,588 | 0.17% | 20q | +7.8%+$54.5K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $739.1K | 6,482 | 0.38% | 12q | -2.1%-$16.1K |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $735.8K | 6,453 | 0.53% | 4q | +15.5%+$98.7K |
| Bank of New Hampshire | $699.2K | 6,133 | 0.15% | 22q | -0.7%-$5.2K |
| MOODY NATIONAL BANK TRUST DIVISION | $696.8K | 6,112 | 0.06% | 32q | HELD |
| DIVERSIFIED MANAGEMENT INC | $694.5K | 6,092 | 0.12% | new | NEW |
| Bill Few Associates, Inc. | $663.8K | 5,822 | 0.14% | 20q | +2.9%+$18.8K |
| SAPIENT CAPITAL LLC | $657.2K | 5,764 | 0.01% | 12q | -50.2%-$663.1K |
| Castleview Partners, LLC | $656.8K | 5,761 | 0.29% | 21q | +18.7%+$103.6K |
| ARMSTRONG ADVISORY GROUP, INC | $646.7K | 5,673 | 0.04% | 16q | -9.6%-$68.6K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $626.5K | 5,495 | 0.05% | 32q | -1.5%-$9.6K |
| Douglas Lane & Associates, LLC | $618.0K | 5,421 | 0.01% | 30q | -6.9%-$45.5K |
| Decker Wealth Management LLC | $601.5K | 5,276 | 0.12% | 4q | -3.7%-$22.8K |
| Allen Mooney & Barnes Investment Advisors LLC | $537.8K | 4,717 | 0.08% | 19q | -0.5%-$2.9K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $532.7K | 4,672 | 0.01% | 12q | HELD |
| ARGUS INVESTORS' COUNSEL, INC. | $507.1K | 4,448 | 0.39% | 15q | HELD |
| Hummer Financial Advisory Services Inc | $487.3K | 4,274 | 0.32% | 28q | -4.5%-$22.8K |
| First Heartland Consultants, Inc. | $486.9K | 4,270 | 0.03% | 32q | +28.9%+$109.2K |
| Investment Partners Asset Management, Inc. | $477.1K | 4,185 | 0.26% | 12q | HELD |
| TILIA FIDUCIARY PARTNERS, INC. | $468.1K | 4,106 | 0.11% | 20q | +92.9%+$225.4K |
| Versant Capital Management, Inc | $454.9K | 3,990 | 0.04% | 32q | -8.1%-$39.9K |
| Beacon Wealthcare LLC | $449.1K | 3,939 | 0.14% | 3q | +124.2%+$248.8K |
| Breakwater Capital Group | $448.9K | 3,937 | 0.05% | 13q | -2.6%-$12.2K |
| Meadowbrook Wealth Management, LLC | $445.9K | 3,911 | 0.47% | 5q | -11.8%-$59.9K |
| TITLEIST ASSET MANAGEMENT, LLC | $443.3K | 3,888 | 0.03% | 10q | +8.6%+$35.2K |
| Cooper Financial Group | $432.6K | 3,795 | 0.03% | 30q | +11.9%+$45.9K |
| CHAPIN DAVIS, INC. | $416.3K | 3,651 | 0.08% | 16q | +5.9%+$23.4K |
| Grove Bank & Trust | $401.0K | 3,517 | 0.04% | 32q | +5.2%+$20.0K |
| Marotta Asset Management | $372.4K | 3,266 | 0.06% | 10q | -5.7%-$22.7K |
| Financial Symmetry Inc | $372.3K | 3,266 | 0.12% | 6q | +11.1%+$37.2K |
| Exchange Bank | $347.2K | 3,045 | 0.21% | 14q | HELD |
| Rosenberg Matthew Hamilton | $343.0K | 3,009 | 0.06% | 27q | -2.9%-$10.4K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $330.5K | 2,899 | 0.05% | 32q | HELD |
| First Citizens Financial Corp | $318.0K | 2,789 | 0.13% | 27q | HELD |
| Galvin, Gaustad & Stein, LLC | $302.8K | 2,656 | 0.02% | 5q | -2.7%-$8.4K |
| Heartwood Wealth Advisors LLC | $301.1K | 2,641 | 0.02% | 10q | HELD |
| Gerald Baker Financial Group LLC | $299.3K | 2,625 | 0.08% | 3q | HELD |
| Partnership Wealth Management, LLC | $297.8K | 2,612 | 0.21% | 12q | HELD |
| Shulman DeMeo Asset Management LLC | $291.0K | 2,556 | 0.06% | 3q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $286.7K | 2,515 | 0.07% | 8q | HELD |
| Capital Advisors Wealth Management, LLC | $277.5K | 2,434 | 0.03% | 11q | -26.7%-$100.9K |
| YHB Investment Advisors, Inc. | $271.7K | 2,383 | 0.02% | 2q | +1.1%+$3.0K |
| Norman Fields, Gottscho Capital Management, LLC | $269.5K | 2,364 | 0.08% | 3q | -4.4%-$12.5K |
| CENTRAL BANK & TRUST CO | $256.9K | 2,253 | 0.04% | 32q | HELD |
| M.E. ALLISON & CO., INC. | $248.0K | 2,175 | 0.14% | 8q | HELD |
| CYPRESS ASSET MANAGEMENT INC/TX | $241.5K | 2,118 | 0.05% | 24q | HELD |
| Sound Income Strategies, LLC | $237.0K | 2,028 | 0.01% | 32q | -25.4%-$80.9K |
| Legacy Private Trust Co. | $230.9K | 2,025 | 0.01% | 7q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $229.2K | 2,010 | 0.06% | 12q | +3.9%+$8.7K |
| ROCKLAND TRUST CO | $223.0K | 1,956 | 0.01% | 4q | -13.9%-$36.0K |
| Bullock Wealth Management Group | $213.3K | 1,875 | 0.09% | 11q | HELD |
| Stokes Capital Advisors, LLC | $205.8K | 1,805 | 0.05% | 3q | HELD |
| Weaver Consulting Group | $205.0K | 1,799 | 0.04% | 7q | HELD |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $203.8K | 1,788 | 0.05% | 2q | -3.8%-$8.0K |
| Balefire, LLC | $200.3K | 1,757 | 0.03% | 6q | -16.2%-$38.8K |
| ATWOOD & PALMER INC | $153.7K | 1,348 | 0.01% | 32q | HELD |
| Coastline Trust Co | $144.3K | 1,266 | 0.01% | 10q | HELD |
| Trust Co | $133.3K | 1,169 | 0.01% | 6q | +13.1%+$15.4K |
| Dakota Community Bank & Trust NA | $117.0K | 1,026 | 0.34% | 16q | HELD |
| Bangor Savings Bank | $105.9K | 929 | 0.01% | 23q | HELD |
Showing the largest 100 of 125 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-25 | 2026-09-24 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-08 | Sideris Harry K. | President, CEO | Sold | 20,000 | $2.5M |
| 2026-05-11 | Renjel Louis E. | EVP&CEO DEF&MW&ChiefCorpAffOff | Sold | 3,500 | $438.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 121 | $172.5M | 1,512,296 | 4 | 37 | 37 | 0.0% |
| Q2 2026 | 2,496 | $79.0B | 615,819,394 | 149 | 1,016 | 702 | 1.3% |
| Q1 2026 | 2,479 | $72.6B | 547,628,583 | 202 | 929 | 746 | 1.2% |
| Q4 2025 | 2,401 | $64.3B | 541,030,044 | 107 | 877 | 741 | 1.4% |
| Q3 2025 | 2,339 | $67.7B | 538,249,671 | 161 | 896 | 668 | 1.6% |
| Q2 2025 | 2,280 | $65.2B | 540,521,941 | 126 | 896 | 666 | 1.6% |
| Q1 2025 | 2,269 | $65.9B | 529,532,185 | 212 | 807 | 704 | 2.0% |
| Q4 2024 | 2,192 | $57.0B | 521,455,934 | 104 | 779 | 650 | 1.5% |
| Q3 2024 | 2,066 | $60.7B | 516,707,467 | 168 | 690 | 727 | 1.8% |
| Q2 2024 | 1,970 | $52.2B | 512,136,934 | 145 | 694 | 671 | 1.5% |
| Q1 2024 | 1,911 | $51.7B | 526,026,647 | 120 | 687 | 678 | 1.6% |
| Q4 2023 | 1,906 | $50.8B | 516,010,825 | 128 | 577 | 737 | 1.5% |
| Q3 2023 | 1,787 | $45.0B | 503,252,048 | 79 | 667 | 605 | 1.3% |
| Q2 2023 | 1,800 | $44.7B | 492,037,938 | 76 | 682 | 612 | 1.2% |
| Q1 2023 | 1,812 | $48.7B | 497,529,073 | 114 | 716 | 571 | 1.5% |
| Q4 2022 | 1,832 | $52.7B | 504,333,733 | 115 | 686 | 537 | 1.5% |
| Q3 2022 | 1,747 | $46.1B | 488,570,512 | 79 | 690 | 506 | 1.3% |
| Q2 2022 | 1,802 | $53.0B | 488,110,414 | 79 | 711 | 544 | 1.3% |
| Q1 2022 | 1,841 | $54.3B | 481,463,205 | 128 | 731 | 530 | 1.1% |
| Q4 2021 | 1,785 | $51.7B | 484,653,690 | 112 | 661 | 525 | 1.8% |
| Q3 2021 | 1,631 | $47.3B | 477,450,735 | 69 | 658 | 488 | 1.5% |
| Q2 2021 | 1,650 | $48.1B | 482,316,632 | 83 | 643 | 513 | 1.2% |
| Q1 2021 | 1,639 | $47.1B | 483,443,290 | 104 | 637 | 557 | 1.1% |
| Q4 2020 | 1,629 | $44.1B | 474,569,653 | 106 | 552 | 560 | 1.4% |
| Q3 2020 | 1,515 | $42.1B | 468,443,438 | 104 | 523 | 564 | 1.6% |
| Q2 2020 | 1,509 | $38.1B | 470,720,363 | 110 | 540 | 537 | 1.3% |
| Q1 2020 | 1,492 | $38.9B | 475,115,089 | 86 | 549 | 565 | 1.3% |
| Q4 2019 | 1,544 | $44.4B | 480,225,042 | 74 | 571 | 438 | 1.4% |
| Q3 2019 | 1,444 | $43.1B | 442,668,970 | 88 | 549 | 461 | 1.5% |
| Q2 2019 | 1,421 | $39.5B | 439,649,113 | 71 | 528 | 460 | 1.7% |
| Q1 2019 | 1,448 | $40.4B | 440,392,092 | 113 | 496 | 477 | 1.9% |
| Q4 2018 | 1,384 | $39.9B | 453,987,994 | 12 | 22 | 22 | 1.8% |