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; 2,492 institutions reported holding it in 13F filings for Q2 2026, worth $68.9B in total; no superinvestor holds it.
13F holders, Q1 2022
Institutional positions in Duke Energy CORP as of Mar 31, 2022. 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
- 1,834
- +75 vs. Q4 2021
- Shares held
- 481.2M
- +373.5K (+0.1%) vs. Q4 2021
- Total value
- $53.7B
- +$3.30B (+6.5%) vs. Q4 2021
- New holders
- 162
- 825 more added
- Sold out
- 87
- 578 more reduced
22 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: 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 | 2,492 | $68.9B |
| Q1 2026 | 2,485 | $70.8B |
| Q4 2025 | 2,400 | $62.9B |
| Q3 2025 | 2,332 | $65.9B |
| Q2 2025 | 2,271 | $62.7B |
| Q1 2025 | 2,259 | $64.2B |
| Q4 2024 | 2,193 | $55.0B |
| Q3 2024 | 2,065 | $58.7B |
| Q2 2024 | 1,969 | $50.5B |
| Q1 2024 | 1,905 | $48.4B |
| Q4 2023 | 1,899 | $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 | 1,798 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| J.Safra Asset Management Corp | 94 | $0 | 0.00% | +94 | New |
| CFS Investment Advisory Services, LLC | 31,153 | $0 | 0.00% | +31,153 | New |
| KB Financial Partners, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 15 | $2.00K | 0.00% | +15 | New |
| IAG Wealth Partners, LLC | 16 | $2.00K | 0.00% | +16 | New |
| JCIC Asset Management Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Win Advisors, Inc | 24 | $3.00K | 0.00% | +24 | New |
| Old North State Trust, LLC | 27 | $3.01K | 2.41% | −27,943−99.9% | Reduced |
| Surevest, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 38 | $4.00K | 0.11% | 00.0% | Unchanged |
| Karlinski Andrew C | 35 | $4.00K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 32 | $4.00K | 0.00% | +32 | New |
| Optiver Holding B.V. | 40 | $4.00K | 0.00% | +40 | New |
| Cribstone Capital Management, LLC | 57 | $6.00K | 0.00% | −40−41.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 58 | $6.00K | 0.00% | +58 | New |
| Northwest Investment Counselors, LLC | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 66 | $7.00K | 0.00% | −1−1.5% | Reduced |
| Cedar Mountain Advisors, LLC | 67 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 60 | $7.00K | 0.01% | +60 | New |
| Icapital Wealth LLC | 68 | $7.81K | 0.00% | +68 | New |
| Blue Bell Private Wealth Management, LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 83 | $9.00K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 81 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 77 | $9.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 82 | $9.00K | 0.01% | +82 | New |
| Pinebridge Investments, L.P. | 100 | $11.0K | 0.00% | −1,400−93.3% | Reduced |
| Ci Investments Inc. | 95 | $11.0K | 0.00% | −1,013−91.4% | Reduced |
| Aua Capital Management, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 101 | $11.0K | 0.00% | +10+11.0% | Added |
| Bivin & Associates, Inc. | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 100 | $11.0K | 0.01% | +100 | New |
| Sierra Capital LLC | 109 | $12.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 105 | $12.0K | 0.00% | +30+40.0% | Added |
| Schubert & Co | 107 | $12.0K | 0.01% | +93+664.3% | Added |
| GoalVest Advisory LLC | 111 | $12.0K | 0.01% | +111 | New |
| Raffa Wealth Management, LLC | 114 | $12.7K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 123 | $13.7K | 0.01% | −567−82.2% | Reduced |
| Monolith Advisors | 137 | $14.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 122 | $14.0K | 0.00% | +1+0.8% | Added |
| Delos Wealth Advisors, LLC | 125 | $14.0K | 0.01% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 131 | $15.0K | 0.01% | −889−87.2% | Reduced |
| Macroview Investment Management LLC | 131 | $15.0K | 0.02% | +1+0.8% | Added |
| Lowe Wealth Advisors, LLC | 133 | $15.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 132 | $15.0K | 0.00% | +85+180.9% | Added |
| Spectrum Management Group, LLC | 140 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 154 | $17.0K | 0.02% | +1+0.7% | Added |
| Syverson Strege & Co | 149 | $17.0K | 0.02% | +1+0.7% | Added |
| Orion Capital Management LLC | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| First Quadrant L P | 159 | $18.0K | 0.10% | −5,265−97.1% | Reduced |
| Strategic Asset Management, LLC | 160 | $18.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 168 | $18.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 174 | $19.0K | 0.01% | −100−36.5% | Reduced |
| Cedar Wealth Management, LLC | 167 | $19.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 169 | $19.0K | 0.00% | +26+18.2% | Added |
| Bellwether Advisors, LLC | 180 | $20.0K | 0.01% | −749−80.6% | Reduced |
| Financial Connections Group, Inc. | 187 | $20.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 175 | $20.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 176 | $20.0K | 0.01% | +176 | New |
| Brewin Dolphin Wealth Management Ltd | 185 | $21.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 187 | $21.0K | 0.00% | +187 | New |
| Focused Wealth Management, Inc | 193 | $22.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $22.0K | 0.00% | +32+19.0% | Added |
| American National Bank | 201 | $22.0K | 0.00% | +168+509.1% | Added |
| Pacifica Partners Inc. | 230 | $23.0K | 0.01% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 210 | $23.0K | 0.02% | +210 | New |
| SOA Wealth Advisors, LLC. | 217 | $24.0K | 0.01% | +104+92.0% | Added |
| Professional Financial Advisors, LLC | 235 | $26.0K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 243 | $27.0K | 0.01% | −208−46.1% | Reduced |
| Highlander Capital Management, LLC | 252 | $28.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 260 | $29.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 261 | $29.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 273 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 267 | $30.0K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 274 | $31.0K | 0.01% | +1+0.4% | Added |
| Capital Advisors, Ltd. LLC | 286 | $32.0K | 0.01% | +15+5.5% | Added |
| Carl Stuart Investment Advisor, Inc | 294 | $32.8K | 0.02% | +294 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 300 | $33.0K | 0.03% | +300 | New |
| PFS Partners, LLC | 297 | $33.2K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $33.8K | 0.02% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 307 | $34.0K | 0.00% | +6+2.0% | Added |
| Simon Quick Advisors, LLC | 309 | $35.0K | 0.01% | −419−57.6% | Reduced |
| St. Johns Investment Management Company, LLC | 311 | $35.0K | 0.02% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 337 | $35.0K | 0.02% | +337 | New |
| Arlington Partners LLC | 332 | $37.0K | 0.01% | −285−46.2% | Reduced |
| Tarbox Family Office, Inc. | 333 | $37.0K | 0.01% | −125−27.3% | Reduced |
| Howe & Rusling Inc | 339 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 350 | $39.0K | 0.01% | −165−32.0% | Reduced |
| John W. Brooker & Co., CPAs | 346 | $39.0K | 0.02% | 00.0% | Unchanged |
| Econ Financial Services Corp | 358 | $40.0K | 0.03% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 362 | $40.0K | 0.01% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 362 | $40.0K | 0.02% | +362 | New |
| Acima Private Wealth, LLC | 368 | $41.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 376 | $42.0K | 0.00% | −179−32.3% | Reduced |