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, 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 | 2,491 | $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, 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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 7,600 | $849.0K | 0.01% | +1,380+22.2% | Added |
| Ethic Inc. | 7,601 | $849.0K | 0.06% | +7,601 | New |
| Laidlaw Wealth Management LLC | 7,649 | $854.0K | 0.14% | −413−5.1% | Reduced |
| Gradient Investments LLC | 7,648 | $854.0K | 0.02% | +764+11.1% | Added |
| First Financial Corp | 7,679 | $858.0K | 0.52% | +375+5.1% | Added |
| Kingfisher Capital LLC | 7,722 | $862.0K | 0.22% | −18,847−70.9% | Reduced |
| Compton Capital Management Inc | 7,716 | $862.0K | 0.24% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 7,743 | $865.0K | 0.09% | −600−7.2% | Reduced |
| Optimum Investment Advisors | 7,743 | $865.0K | 0.36% | −10.0% | Reduced |
| Investment Advisory Services Inc | 7,756 | $866.0K | 0.48% | −48−0.6% | Reduced |
| Wulff, Hansen & Co. | 7,765 | $867.0K | 0.83% | 00.0% | Unchanged |
| Brandywine Oak Private Wealth LLC | 7,799 | $870.0K | 0.10% | +30.0% | Added |
| MUFG Securities EMEA plc | 7,800 | $871.0K | 0.02% | −123,300−94.1% | Reduced |
| Perigon Wealth Management, LLC | 7,804 | $871.0K | 0.06% | +345+4.6% | Added |
| Whalerock Point Partners, LLC | 7,811 | $872.2K | 0.31% | +425+5.8% | Added |
| Wealthspire Advisors, LLC | 7,824 | $874.0K | 0.02% | −4,462−36.3% | Reduced |
| Horizon Financial Services, LLC | 7,868 | $879.0K | 0.56% | +394+5.3% | Added |
| Newbridge Financial Services Group, Inc. | 7,881 | $880.0K | 0.43% | +1,381+21.2% | Added |
| Birch Hill Investment Advisors LLC | 7,888 | $881.0K | 0.05% | 00.0% | Unchanged |
| Investment Management of Virginia LLC | 7,897 | $881.0K | 0.15% | +280+3.7% | Added |
| John G Ullman & Associates Inc | 7,919 | $884.0K | 0.12% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 7,840 | $885.0K | 0.32% | −94−1.2% | Reduced |
| Segment Wealth Management, LLC | 7,938 | $886.0K | 0.09% | −40−0.5% | Reduced |
| Ategra Capital Management, LLC | 7,958 | $888.6K | 0.40% | −636−7.4% | Reduced |
| Cordasco Financial Network | 7,969 | $890.0K | 0.57% | +117+1.5% | Added |
| Dearborn Partners LLC | 7,983 | $891.0K | 0.03% | +248+3.2% | Added |
| Fulton Breakefield Broenniman LLC | 8,036 | $897.0K | 0.08% | −1,348−14.4% | Reduced |
| Bowen Hanes & Co Inc | 8,029 | $897.0K | 0.03% | −250−3.0% | Reduced |
| Hodges Capital Management Inc. | 8,090 | $903.0K | 0.07% | −233−2.8% | Reduced |
| Grimes & Company, Inc. | 8,097 | $904.0K | 0.05% | −62−0.8% | Reduced |
| HWG Holdings LP | 8,108 | $905.0K | 0.45% | +7,428+1,092.4% | Added |
| Agate Pass Investment Management, LLC | 8,121 | $907.0K | 0.57% | +125+1.6% | Added |
| Henshaw Capital LLC | 8,157 | $910.8K | 0.05% | +75+0.9% | Added |
| Widmann Financial Services, Inc. | 8,162 | $911.0K | 0.81% | +248+3.1% | Added |
| Perpetual Investment Management Ltd | 8,200 | $916.0K | 0.12% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 8,203 | $916.0K | 0.33% | +200+2.5% | Added |
| Concord Wealth Partners | 8,205 | $916.0K | 0.24% | +205+2.6% | Added |
| Washington Trust Co | 8,227 | $919.0K | 0.04% | +165+2.0% | Added |
| First Personal Financial Services | 8,238 | $920.0K | 0.21% | −133−1.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 8,238 | $920.0K | 0.03% | −100−1.2% | Reduced |
| Old North State Wealth Management, LLC | 8,236 | $920.6K | 0.92% | +85+1.0% | Added |
| Eqis Capital Management, Inc. | 8,259 | $922.0K | 0.08% | +2,114+34.4% | Added |
| McGowan Group Asset Management, Inc. | 8,287 | $925.0K | 0.14% | +20.0% | Added |
| People's United Financial, Inc. | 8,292 | $926.0K | 0.03% | −892−9.7% | Reduced |
| American Research & Management Co. | 8,330 | $930.0K | 0.21% | +12+0.1% | Added |
| Intrust Bank NA | 8,342 | $931.0K | 0.12% | −510−5.8% | Reduced |
| Doheny Asset Management | 8,386 | $936.0K | 0.68% | −133−1.6% | Reduced |
| Marcum Wealth, LLC | 8,386 | $936.0K | 0.13% | +155+1.9% | Added |
| Advisors Capital Management, LLC | 8,406 | $939.0K | 0.03% | +1,662+24.6% | Added |
| Abacus Planning Group, Inc. | 8,415 | $940.0K | 0.25% | −1,708−16.9% | Reduced |
| Keudell/Morrison Wealth Management | 8,415 | $940.0K | 0.39% | −192−2.2% | Reduced |
| Transcend Wealth Collective, LLC | 8,427 | $941.0K | 0.08% | +399+5.0% | Added |
| Trust Co of Virginia | 8,445 | $943.0K | 0.10% | +408+5.1% | Added |
| Rehmann Capital Advisory Group | 8,454 | $944.1K | 0.09% | −187−2.2% | Reduced |
| Moneta Group Investment Advisors LLC | 8,463 | $945.0K | 0.04% | +2,705+47.0% | Added |
| Centre Asset Management, LLC | 8,549 | $955.0K | 0.30% | −20−0.2% | Reduced |
| Bank of New Hampshire | 8,582 | $958.0K | 0.23% | −55−0.6% | Reduced |
| HRT Financial LP | 8,596 | $959.0K | 0.01% | −93,499−91.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,627 | $963.3K | 0.08% | +582+7.2% | Added |
| Venture Visionary Partners LLC | 8,647 | $965.0K | 0.06% | +406+4.9% | Added |
| Aldebaran Financial Inc. | 8,646 | $965.0K | 0.79% | +1,465+20.4% | Added |
| JT Stratford LLC | 8,652 | $966.0K | 0.28% | −563−6.1% | Reduced |
| Trustcore Financial Services, LLC | 8,655 | $966.0K | 0.08% | +435+5.3% | Added |
| Scotia Capital Inc. | 8,660 | $967.0K | 0.01% | −172−1.9% | Reduced |
| Ancora Advisors, LLC | 8,653 | $967.0K | 0.02% | +323+3.9% | Added |
| Balyasny Asset Management LLC | 8,765 | $979.0K | 0.00% | +8,765 | New |
| Connacht Asset Management LP | 8,770 | $979.0K | 1.46% | +8,770 | New |
| Parallel Advisors, LLC | 8,808 | $982.0K | 0.04% | −9−0.1% | Reduced |
| Barnett & Company, Inc. | 8,805 | $983.0K | 0.70% | +300+3.5% | Added |
| AGF Investments LLC | 8,838 | $987.0K | 0.08% | −54−0.6% | Reduced |
| Crestwood Advisors Group LLC | 8,848 | $988.0K | 0.03% | −170−1.9% | Reduced |
| Shelton Capital Management | 8,863 | $990.0K | 0.04% | +32+0.4% | Added |
| Madden Securities Corp | 8,919 | $996.0K | 0.45% | 00.0% | Unchanged |
| Conning Inc. | 8,929 | $997.0K | 0.03% | −327−3.5% | Reduced |
| Doyle Wealth Management | 8,973 | $1.00M | 0.07% | +76+0.9% | Added |
| Meeder Asset Management Inc | 8,988 | $1.00M | 0.05% | −3,592−28.6% | Reduced |
| Wilkinson Global Asset Management LLC | 9,000 | $1.00M | 0.06% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 9,014 | $1.01M | 0.10% | +592+7.0% | Added |
| Delta Financial Advisors LLC | 9,064 | $1.01M | 0.43% | −148−1.6% | Reduced |
| Two Sigma Securities, LLC | 9,087 | $1.01M | 0.14% | +9,087 | New |
| Legacy Wealth Asset Management, LLC | 9,099 | $1.02M | 0.36% | +255+2.9% | Added |
| Stableford Capital II LLC | 8,895 | $1.02M | 0.43% | −1,048−10.5% | Reduced |
| Sawtooth Solutions, LLC | 9,159 | $1.02M | 0.13% | +573+6.7% | Added |
| MidWestOne Financial Group, Inc. | 9,177 | $1.02M | 0.22% | −361−3.8% | Reduced |
| First National Bank & Trust Co of Newtown | 9,247 | $1.03M | 0.21% | −385−4.0% | Reduced |
| 9258 Wealth Management, LLC | 9,242 | $1.03M | 0.24% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 9,255 | $1.03M | 0.21% | +540+6.2% | Added |
| DT Investment Partners, LLC | 9,253 | $1.03M | 0.13% | +9,253 | New |
| HM Payson & Co | 9,289 | $1.04M | 0.02% | +100+1.1% | Added |
| Aptus Capital Advisors, LLC | 9,303 | $1.04M | 0.03% | +1,056+12.8% | Added |
| Whittier Trust Co | 9,344 | $1.04M | 0.02% | −84−0.9% | Reduced |
| Glenview Trust Co | 9,351 | $1.04M | 0.03% | +260+2.9% | Added |
| Pendal Group Limited | 9,408 | $1.05M | 0.01% | +4,455+89.9% | Added |
| Asset Dedication, LLC | 9,483 | $1.05M | 0.12% | +5,737+153.2% | Added |
| Horizon Investment Services, LLC | 9,429 | $1.05M | 0.55% | −161−1.7% | Reduced |
| Beech Hill Advisors, Inc. | 9,430 | $1.05M | 0.43% | 00.0% | Unchanged |
| Kellett Schaffner Wealth Advisors LLC | 9,427 | $1.05M | 0.83% | +259+2.8% | Added |
| First National Bank of South Miami | 9,455 | $1.06M | 0.64% | +921+10.8% | Added |
| KCM Investment Advisors LLC | 9,506 | $1.06M | 0.04% | +1,120+13.4% | Added |
| Rafferty Asset Management, LLC | 9,543 | $1.07M | 0.01% | −9,176−49.0% | Reduced |