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 |
|---|---|---|---|---|---|
| Lehman & Derafelo Financial Resources LLC | 12,479 | $1.39M | 0.39% | +800+6.8% | Added |
| Baker Tilly Wealth Management, LLC | 12,481 | $1.39M | 0.15% | −153−1.2% | Reduced |
| Northeast Financial Consultants Inc | 12,480 | $1.39M | 0.08% | +108+0.9% | Added |
| MTM Investment Management, LLC | 12,503 | $1.40M | 0.68% | +31+0.2% | Added |
| ZWJ Investment Counsel Inc | 12,524 | $1.40M | 0.07% | −307−2.4% | Reduced |
| Financial Partners Capital Management LLC | 12,569 | $1.40M | 0.26% | +350+2.9% | Added |
| Convergence Investment Partners, LLC | 12,576 | $1.40M | 0.72% | +229+1.9% | Added |
| King Luther Capital Management Corp | 12,620 | $1.41M | 0.01% | +556+4.6% | Added |
| Cerity Partners LLC | 14,699 | $1.43M | 0.02% | +2,530+20.8% | Added |
| Patton Albertson Miller Group, LLC | 12,878 | $1.44M | 0.25% | −1,488−10.4% | Reduced |
| Elevated Capital Advisors, LLC | 12,886 | $1.44M | 0.48% | +12,886 | New |
| Intrua Financial, LLC | 13,034 | $1.46M | 0.26% | +4,802+58.3% | Added |
| Berkeley Capital Partners, LLC | 13,061 | $1.46M | 0.58% | +5,985+84.6% | Added |
| Orion Portfolio Solutions, LLC | 13,078 | $1.46M | 0.05% | −1,522−10.4% | Reduced |
| Schmidt P J Investment Management Inc | 13,350 | $1.47M | 0.33% | 00.0% | Unchanged |
| Qtron Investments LLC | 13,170 | $1.47M | 0.33% | 00.0% | Unchanged |
| Ballast, Inc. | 13,286 | $1.48M | 0.57% | +798+6.4% | Added |
| Argent Advisors, Inc. | 13,363 | $1.49M | 0.80% | +1,207+9.9% | Added |
| Verdence Capital Advisors LLC | 13,386 | $1.50M | 0.17% | +666+5.2% | Added |
| Csenge Advisory Group | 13,425 | $1.50M | 0.12% | +840+6.7% | Added |
| Cigna Investments Inc | 13,487 | $1.50M | 0.19% | −3,878−22.3% | Reduced |
| Texas Yale Capital Corp. | 13,528 | $1.51M | 0.08% | +582+4.5% | Added |
| Veriti Management LLC | 13,567 | $1.51M | 0.18% | +1,388+11.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 13,575 | $1.52M | 0.14% | −1,943−12.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 13,596 | $1.52M | 0.17% | −575−4.1% | Reduced |
| Bellecapital International Ltd. | 13,606 | $1.52M | 0.48% | +552+4.2% | Added |
| Essex Financial Services, Inc. | 13,634 | $1.52M | 0.15% | +144+1.1% | Added |
| Marble Harbor Investment Counsel, LLC | 13,643 | $1.52M | 0.19% | −24−0.2% | Reduced |
| Heritage Trust Co | 13,656 | $1.52M | 0.22% | −55−0.4% | Reduced |
| Worth Asset Management, LLC | 14,034 | $1.53M | 1.00% | +14,034 | New |
| Marshall Financial Group LLC | 13,712 | $1.53M | 0.63% | +657+5.0% | Added |
| Western Wealth Management, LLC | 13,716 | $1.53M | 0.07% | +6,486+89.7% | Added |
| Brooks, Moore & Associates, Inc. | 13,763 | $1.54M | 0.94% | −335−2.4% | Reduced |
| Evermay Wealth Management LLC | 13,811 | $1.54M | 0.26% | −3,210−18.9% | Reduced |
| Marks Group Wealth Management, Inc | 13,892 | $1.55M | 0.19% | +3,985+40.2% | Added |
| Altium Wealth Management LLC | 13,964 | $1.56M | 0.10% | +2,402+20.8% | Added |
| Balentine LLC | 13,961 | $1.56M | 0.05% | +8,274+145.5% | Added |
| Ashfield Capital Partners, LLC | 13,997 | $1.56M | 0.10% | −50−0.4% | Reduced |
| Voya Financial Advisors, Inc. | 14,071 | $1.57M | 0.18% | +1,104+8.5% | Added |
| M Holdings Securities, Inc. | 14,107 | $1.57M | 0.12% | +14,107 | New |
| Strategic Blueprint, LLC | 14,111 | $1.58M | 0.18% | +433+3.2% | Added |
| Haverford Trust Co | 14,135 | $1.58M | 0.02% | +4,264+43.2% | Added |
| Sumitomo Life Insurance Co | 14,171 | $1.58M | 0.04% | −259−1.8% | Reduced |
| Parcion Private Wealth LLC | 14,268 | $1.59M | 0.15% | −95−0.7% | Reduced |
| First Dallas Securities Inc. | 14,446 | $1.61M | 0.91% | −255−1.7% | Reduced |
| Spirit of America Management Corp | 14,450 | $1.61M | 0.32% | −1,300−8.3% | Reduced |
| Trilogy Capital Inc. | 14,450 | $1.61M | 0.12% | +14,450 | New |
| Raleigh Capital Management Inc. | 14,507 | $1.62M | 0.88% | +2,312+19.0% | Added |
| Empirical Finance, LLC | 14,613 | $1.63M | 0.18% | +1,636+12.6% | Added |
| NJ State Employees Deferred Compensation Plan | 14,733 | $1.65M | 0.22% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 14,728 | $1.65M | 0.80% | +155+1.1% | Added |
| Donaldson Capital Management, LLC | 14,760 | $1.65M | 0.08% | +2,097+16.6% | Added |
| Guardian Investment Management | 14,849 | $1.66M | 1.29% | 00.0% | Unchanged |
| United Bank | 14,895 | $1.66M | 0.88% | −322−2.1% | Reduced |
| Nepsis, Inc. | 14,965 | $1.67M | 0.50% | +14,965 | New |
| Kempen Capital Management N.V. | 14,996 | $1.67M | 0.05% | +5,608+59.7% | Added |
| Clearbridge Investments, LLC | 15,005 | $1.68M | 0.00% | −544−3.5% | Reduced |
| Ingalls & Snyder LLC | 15,004 | $1.68M | 0.08% | −400−2.6% | Reduced |
| Fiduciary Trust Co | 15,014 | $1.68M | 0.03% | +226+1.5% | Added |
| Dynamic Advisor Solutions LLC | 15,056 | $1.68M | 0.12% | −11−0.1% | Reduced |
| Alley Investment Management Company, LLC | 15,057 | $1.68M | 0.28% | +15,057 | New |
| TD Waterhouse Canada Inc. | 14,327 | $1.68M | 0.02% | −8,856−38.2% | Reduced |
| Segall Bryant & Hamill, LLC | 15,132 | $1.69M | 0.02% | −1,181−7.2% | Reduced |
| Aviance Capital Partners, LLC | 15,095 | $1.69M | 0.31% | −275−1.8% | Reduced |
| Northcape Wealth Management, LLC | 15,107 | $1.69M | 0.49% | +1,567+11.6% | Added |
| Proequities, Inc. | 15,121 | $1.69M | 0.12% | −4,854−24.3% | Reduced |
| Seeyond | 15,136 | $1.69M | 0.17% | −452−2.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 15,136 | $1.69M | 0.06% | −135−0.9% | Reduced |
| First National Trust Co | 15,182 | $1.70M | 0.09% | +208+1.4% | Added |
| Private Trust Co NA | 15,238 | $1.70M | 0.27% | +139+0.9% | Added |
| Savant Capital, LLC | 15,282 | $1.71M | 0.06% | +449+3.0% | Added |
| Mountain Capital Investment Advisors, Inc | 14,966 | $1.71M | 0.81% | −842−5.3% | Reduced |
| Paradigm Financial Partners, LLC | 14,871 | $1.71M | 0.38% | +3,300+28.5% | Added |
| SG Americas Securities, LLC | 15,357 | $1.72M | 0.02% | −33,402−68.5% | Reduced |
| Financial Advisory Service, Inc. | 15,370 | $1.72M | 0.16% | +2,497+19.4% | Added |
| Marino, Stram & Associates LLC | 15,407 | $1.72M | 0.54% | +147+1.0% | Added |
| Trust Co of Vermont | 15,422 | $1.72M | 0.12% | −701−4.3% | Reduced |
| Wolff Wiese Magana LLC | 15,482 | $1.73M | 1.16% | +312+2.1% | Added |
| Bank of Hawaii | 15,561 | $1.74M | 0.10% | −910−5.5% | Reduced |
| WealthTrust Axiom LLC | 15,597 | $1.74M | 0.54% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 15,616 | $1.74M | 0.03% | −405−2.5% | Reduced |
| Community Bank of Raymore | 15,659 | $1.75M | 0.49% | 00.0% | Unchanged |
| Grove Bank & Trust | 15,794 | $1.76M | 0.35% | −169−1.1% | Reduced |
| First City Capital Management, Inc. | 15,938 | $1.78M | 0.98% | +63+0.4% | Added |
| Smith, Moore & Co. | 15,950 | $1.78M | 0.24% | −252−1.6% | Reduced |
| Premier Fund Managers Ltd | 16,000 | $1.78M | 0.06% | 00.0% | Unchanged |
| Welch Group, LLC | 16,072 | $1.79M | 0.10% | +1,800+12.6% | Added |
| Private Wealth Partners, LLC | 16,218 | $1.81M | 0.16% | −692−4.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 16,225 | $1.81M | 0.34% | +17+0.1% | Added |
| Financial Architects, Inc | 16,293 | $1.82M | 0.26% | +12+0.1% | Added |
| AMG National Trust Bank | 16,283 | $1.82M | 0.06% | +322+2.0% | Added |
| Cornerstone Wealth Group, LLC | 16,514 | $1.84M | 0.34% | +747+4.7% | Added |
| Massmutual Trust Co FSB | 16,510 | $1.84M | 0.07% | +2,141+14.9% | Added |
| Randolph Co Inc | 16,531 | $1.85M | 0.24% | −2,871−14.8% | Reduced |
| Certified Advisory Corp | 16,632 | $1.86M | 0.39% | +676+4.2% | Added |
| Forte Capital LLC | 17,737 | $1.86M | 0.24% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 16,698 | $1.86M | 0.96% | +212+1.3% | Added |
| Bradley Foster & Sargent Inc | 16,839 | $1.88M | 0.04% | +290+1.8% | Added |
| Palladium Partners LLC | 16,929 | $1.89M | 0.08% | +121+0.7% | Added |
| Ameritas Advisory Services, LLC | 16,991 | $1.90M | 0.07% | −276−1.6% | Reduced |