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 |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 9,563 | $1.07M | 0.00% | −68,640−87.8% | Reduced |
| Employees Retirement System of Texas | 9,600 | $1.07M | 0.01% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 9,612 | $1.07M | 0.02% | +9,612 | New |
| Meridian Wealth Management, LLC | 9,615 | $1.07M | 0.12% | −676−6.6% | Reduced |
| Change Path, LLC | 9,663 | $1.08M | 0.06% | +962+11.1% | Added |
| United Bank | 9,674 | $1.08M | 0.14% | −1,399−12.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 9,711 | $1.08M | 0.66% | +60+0.6% | Added |
| Alpha Cubed Investments, LLC | 9,718 | $1.08M | 0.07% | +4,363+81.5% | Added |
| Virtu Financial LLC | 9,713 | $1.08M | 0.08% | +9,713 | New |
| Busey Wealth Management | 9,728 | $1.09M | 0.04% | −976−9.1% | Reduced |
| Madison Asset Management, LLC | 9,748 | $1.09M | 0.02% | +628+6.9% | Added |
| Sequoia Financial Advisors, LLC | 9,751 | $1.09M | 0.03% | +2,223+29.5% | Added |
| Fort Pitt Capital Group, LLC | 9,795 | $1.09M | 0.04% | +2,376+32.0% | Added |
| JB Capital LLC | 9,874 | $1.10M | 0.11% | +7,217+271.6% | Added |
| Toroso Investments, LLC | 9,883 | $1.10M | 0.03% | +920+10.3% | Added |
| Old National Bancorp | 9,919 | $1.11M | 0.04% | +12+0.1% | Added |
| NVWM, LLC | 9,929 | $1.11M | 0.35% | +289+3.0% | Added |
| RSM US Wealth Management LLC | 9,953 | $1.11M | 0.06% | −1,523−13.3% | Reduced |
| Heron Financial Group, LLC | 9,954 | $1.11M | 0.58% | +160+1.6% | Added |
| Chesley Taft & Associates LLC | 9,646 | $1.11M | 0.07% | +355+3.8% | Added |
| Integrated Wealth Concepts LLC | 10,002 | $1.12M | 0.03% | −232−2.3% | Reduced |
| Wetherby Asset Management Inc | 10,030 | $1.12M | 0.06% | +272+2.8% | Added |
| Focus Financial Network, Inc. | 10,078 | $1.13M | 0.08% | −17,356−63.3% | Reduced |
| SeaCrest Wealth Management, LLC | 10,085 | $1.13M | 0.13% | −437−4.2% | Reduced |
| Hayek Kallen Investment Management | 10,095 | $1.13M | 0.42% | +35+0.3% | Added |
| MSH Capital Advisors LLC | 10,124 | $1.13M | 0.47% | +603+6.3% | Added |
| Baldwin Investment Management, LLC | 10,179 | $1.14M | 0.32% | +50.0% | Added |
| Seven Eight Capital, LP | 10,194 | $1.14M | 0.15% | +10,194 | New |
| Mystic Asset Management, Inc. | 10,255 | $1.15M | 0.62% | −433−4.1% | Reduced |
| Stonnington Group, LLC | 10,050 | $1.15M | 0.27% | +2,950+41.5% | Added |
| D.B. Root & Company, LLC | 10,298 | $1.15M | 0.43% | +339+3.4% | Added |
| Gibson Wealth Advisors LLC | 10,500 | $1.17M | 1.20% | +760+7.8% | Added |
| Independence Bank of Kentucky | 10,507 | $1.17M | 0.46% | +599+6.0% | Added |
| Jeppson Wealth Management, LLC | 10,517 | $1.17M | 0.55% | −131−1.2% | Reduced |
| Chicago Capital, LLC | 10,510 | $1.17M | 0.05% | +1,000+10.5% | Added |
| Exencial Wealth Advisors, LLC | 10,546 | $1.18M | 0.06% | +59+0.6% | Added |
| Corient Capital Partners, LLC | 10,597 | $1.18M | 0.08% | +2,963+38.8% | Added |
| Tectonic Advisors LLC | 10,608 | $1.18M | 0.20% | +1,937+22.3% | Added |
| Northern Oak Wealth Management Inc | 10,657 | $1.19M | 0.15% | −262−2.4% | Reduced |
| Stiles Financial Services Inc | 10,655 | $1.19M | 0.60% | +607+6.0% | Added |
| Reuter James Wealth Management, LLC | 10,696 | $1.19M | 0.48% | 00.0% | Unchanged |
| 1st Source Bank | 10,710 | $1.20M | 0.07% | +69+0.6% | Added |
| Bryn Mawr Trust Co | 10,721 | $1.20M | 0.05% | +11+0.1% | Added |
| Cadence Bank NA | 10,752 | $1.20M | 0.33% | +149+1.4% | Added |
| American National Registered Investment Advisor, Inc. | 10,766 | $1.20M | 0.43% | −165−1.5% | Reduced |
| Biltmore Family Office, LLC | 10,774 | $1.20M | 0.26% | −708−6.2% | Reduced |
| Novare Capital Management LLC | 10,770 | $1.20M | 0.13% | −209−1.9% | Reduced |
| Hilltop Holdings Inc. | 10,803 | $1.21M | 0.14% | −87−0.8% | Reduced |
| Gables Capital Management Inc. | 10,802 | $1.21M | 0.76% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 10,902 | $1.22M | 0.25% | −500−4.4% | Reduced |
| Allred Capital Management, LLC | 10,905 | $1.22M | 0.64% | −44−0.4% | Reduced |
| Highview Capital Management LLC | 10,915 | $1.22M | 0.78% | +10,915 | New |
| Arbor Investment Advisors, LLC | 10,963 | $1.22M | 0.23% | +110+1.0% | Added |
| MAI Capital Management | 10,996 | $1.23M | 0.02% | −1,648−13.0% | Reduced |
| Wagner Wealth Management, LLC | 10,995 | $1.23M | 0.86% | +42+0.4% | Added |
| CNB Bank | 11,011 | $1.23M | 0.69% | +219+2.0% | Added |
| Burke & Herbert Bank & Trust Co | 11,225 | $1.25M | 0.80% | +2,023+22.0% | Added |
| Meridian Financial Partners LLC | 11,282 | $1.26M | 1.88% | −137−1.2% | Reduced |
| Ameritas Investment Partners, Inc. | 11,319 | $1.26M | 0.05% | −270−2.3% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,364 | $1.27M | 0.30% | +5,491+93.5% | Added |
| Advisory Alpha, LLC | 11,380 | $1.27M | 0.08% | +555+5.1% | Added |
| Creative Financial Designs Inc | 11,412 | $1.27M | 0.19% | +653+6.1% | Added |
| Wealth Alliance | 11,407 | $1.27M | 0.26% | +1,709+17.6% | Added |
| Schechter Investment Advisors, LLC | 11,491 | $1.28M | 0.12% | +954+9.1% | Added |
| Oakworth Capital, Inc. | 11,489 | $1.28M | 0.11% | +1,210+11.8% | Added |
| Boenning & Scattergood, Inc. | 11,517 | $1.29M | 0.21% | +116+1.0% | Added |
| Atlas Brown,Inc. | 11,560 | $1.29M | 0.53% | −32−0.3% | Reduced |
| Souders Financial Advisors | 11,595 | $1.29M | 0.37% | +309+2.7% | Added |
| GSB Wealth Management, LLC | 11,609 | $1.30M | 0.38% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 11,650 | $1.30M | 0.59% | −140−1.2% | Reduced |
| Cornerstone Advisory, LLC | 11,644 | $1.30M | 0.20% | +1,258+12.1% | Added |
| Wealth Dimensions Group, Ltd. | 11,694 | $1.31M | 0.60% | −68−0.6% | Reduced |
| IHT Wealth Management, LLC | 11,742 | $1.31M | 0.10% | +1,336+12.8% | Added |
| Jacobi Capital Management LLC | 11,762 | $1.31M | 0.16% | +30+0.3% | Added |
| First National Corp | 11,767 | $1.31M | 0.28% | +3,415+40.9% | Added |
| Caisse de Depot Et Placement du Quebec | 11,800 | $1.32M | 0.00% | −1,000−7.8% | Reduced |
| West Chester Capital Advisors, Inc | 11,803 | $1.32M | 0.96% | +2,028+20.7% | Added |
| Trexquant Investment LP | 11,829 | $1.32M | 0.06% | −26,094−68.8% | Reduced |
| Peoples Financial Services Corp. | 11,876 | $1.33M | 0.57% | −1,009−7.8% | Reduced |
| Motco | 11,936 | $1.33M | 0.09% | −629−5.0% | Reduced |
| Arete Wealth Advisors, LLC | 12,000 | $1.34M | 0.11% | +855+7.7% | Added |
| Gofen & Glossberg LLC | 12,032 | $1.34M | 0.03% | −100−0.8% | Reduced |
| Cresset Asset Management, LLC | 12,034 | $1.34M | 0.01% | −785−6.1% | Reduced |
| Journey Advisory Group, LLC | 12,047 | $1.34M | 0.34% | +1,178+10.8% | Added |
| American National Insurance Co | 12,100 | $1.35M | 0.37% | −1,213−9.1% | Reduced |
| Trustmark National Bank Trust Department | 12,143 | $1.36M | 0.11% | +1,432+13.4% | Added |
| Metis Global Partners, LLC | 12,152 | $1.36M | 0.16% | +5,445+81.2% | Added |
| Rollins Financial | 12,170 | $1.36M | 0.40% | +165+1.4% | Added |
| Neville Rodie & Shaw Inc | 12,094 | $1.36M | 0.10% | −200−1.6% | Reduced |
| IBM Retirement Fund | 12,259 | $1.37M | 0.19% | −538−4.2% | Reduced |
| LCNB Corp | 12,263 | $1.37M | 0.64% | +900+7.9% | Added |
| Trust Investment Advisors | 12,309 | $1.37M | 1.12% | +187+1.5% | Added |
| Confluence Wealth Services, Inc. | 12,316 | $1.38M | 0.50% | −482−3.8% | Reduced |
| HM Capital Management, LLC | 12,361 | $1.38M | 0.50% | +1,800+17.0% | Added |
| McMahon Financial Advisors, LLC | 12,433 | $1.38M | 0.44% | +12,433 | New |
| Williams Jones Wealth Management, LLC. | 12,395 | $1.38M | 0.02% | −134−1.1% | Reduced |
| Axxcess Wealth Management, LLC | 12,405 | $1.39M | 0.11% | −581−4.5% | Reduced |
| First Manhattan Co | 12,454 | $1.39M | 0.00% | −1,885−13.1% | Reduced |
| Diversified Trust Co | 12,455 | $1.39M | 0.05% | +5,900+90.0% | Added |
| HAP Trading, LLC | 12,472 | $1.39M | 0.16% | −1,611−11.4% | Reduced |