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 |
|---|---|---|---|---|---|
| Western Pacific Wealth Management, LP | 388 | $43.0K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 403 | $45.0K | 0.03% | +403 | New |
| McIlrath & Eck, LLC | 399 | $45.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $45.0K | 0.01% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 400 | $45.0K | 0.03% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 410 | $46.0K | 0.02% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 413 | $46.0K | 0.06% | +413 | New |
| Horrell Capital Management, Inc. | 425 | $47.0K | 0.02% | 00.0% | Unchanged |
| Siena Capital LLC | 417 | $47.0K | 0.03% | +417 | New |
| Robbins Farley LLC | 450 | $50.0K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 452 | $50.5K | 0.02% | +2+0.4% | Added |
| Lee Financial Co | 458 | $51.0K | 0.01% | −10−2.1% | Reduced |
| Goodwin Investment Advisory | 479 | $53.0K | 0.04% | +479 | New |
| Hussman Strategic Advisors, Inc. | 500 | $56.0K | 0.01% | −1,500−75.0% | Reduced |
| Coastal Capital Group, Inc. | 510 | $57.0K | 0.01% | +3+0.6% | Added |
| Cascade Investment Advisors, Inc. | 535 | $59.7K | 0.04% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 537 | $60.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 548 | $61.0K | 0.06% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 566 | $63.0K | 0.01% | +22+4.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 569 | $64.0K | 0.00% | +569 | New |
| Estate Counselors, LLC | 591 | $65.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 583 | $65.0K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 584 | $65.0K | 0.06% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 585 | $65.3K | 0.02% | +46+8.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 590 | $66.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 587 | $66.0K | 0.01% | +33+6.0% | Added |
| Laffer Tengler Investments | 596 | $66.5K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 601 | $67.0K | 0.05% | +437+266.5% | Added |
| Versant Capital Management, Inc | 609 | $68.0K | 0.02% | +17+2.9% | Added |
| TFC Financial Management | 614 | $69.0K | 0.02% | −90−12.8% | Reduced |
| Altshuler Shaham Ltd | 624 | $70.0K | 0.00% | −97−13.5% | Reduced |
| Private Ocean, LLC | 640 | $71.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 649 | $72.0K | 0.01% | +649 | New |
| Missouri Trust & Investment Co | 651 | $73.0K | 0.04% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 648 | $73.1K | 0.01% | +4+0.6% | Added |
| Edmond de Rothschild Holding S.A. | 667 | $74.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 661 | $74.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 663 | $76.0K | 0.01% | +2+0.3% | Added |
| Seldon Capital LP | 710 | $79.0K | 0.05% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 720 | $80.0K | 0.08% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 728 | $81.0K | 0.01% | +36+5.2% | Added |
| WFA Asset Management Corp | 739 | $82.5K | 0.05% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 746 | $84.0K | 0.05% | +1+0.1% | Added |
| Centerpoint Advisors, LLC | 770 | $86.0K | 0.04% | −108−12.3% | Reduced |
| Westside Investment Management, Inc. | 771 | $86.0K | 0.00% | +135+21.2% | Added |
| Prestige Wealth Management Group LLC | 785 | $88.0K | 0.02% | +2+0.3% | Added |
| CVA Family Office, LLC | 796 | $89.0K | 0.02% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 801 | $89.0K | 0.06% | +92+13.0% | Added |
| Aquatic Capital Management LLC | 800 | $89.0K | 0.13% | +600+300.0% | Added |
| Kozak & Associates, Inc. | 866 | $92.0K | 0.06% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 826 | $92.0K | 0.01% | −2−0.2% | Reduced |
| Clearview Wealth Advisors LLC | 834 | $93.0K | 0.06% | −423−33.7% | Reduced |
| Cranbrook Wealth Management, LLC | 833 | $93.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 830 | $93.0K | 0.02% | +788+1,876.2% | Added |
| Kenfarb & Co. | 845 | $94.0K | 0.07% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 851 | $95.0K | 0.02% | +4+0.5% | Added |
| Johnson Midwest Financial, LLC | 873 | $97.0K | 0.14% | +5+0.6% | Added |
| Benjamin Edwards Inc | 872 | $97.0K | 0.03% | +42+5.1% | Added |
| American State Bank (Iowa) | 874 | $97.6K | 0.07% | 00.0% | Unchanged |
| Larson Financial Group LLC | 882 | $98.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 896 | $100.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 914 | $102.0K | 0.07% | 00.0% | Unchanged |
| Clear Street Markets LLC | 915 | $102.0K | 0.03% | +915 | New |
| Paloma Partners Management Co | 927 | $104.0K | 0.01% | −129,115−99.3% | Reduced |
| Greenwood Capital Associates LLC | 970 | $108.0K | 0.03% | −16,025−94.3% | Reduced |
| Piscataqua Savings Bank | 1,005 | $112.0K | 0.08% | −42−4.0% | Reduced |
| S.A. Mason LLC | 1,004 | $112.0K | 0.07% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $112.0K | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,023 | $114.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,060 | $118.0K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,055 | $118.0K | 0.03% | +122+13.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,076 | $120.0K | 0.00% | +60+5.9% | Added |
| Disciplined Investments, LLC | 1,085 | $121.0K | 0.05% | +302+38.6% | Added |
| AIA Group Ltd | 1,090 | $122.0K | 0.01% | −9,986−90.2% | Reduced |
| Alaska Permanent Fund Corp | 1,099 | $122.0K | 0.00% | +8+0.7% | Added |
| Leelyn Smith, LLC | 1,107 | $124.0K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1,110 | $124.0K | 0.08% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 1,120 | $125.0K | 0.02% | +268+31.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,122 | $125.0K | 0.06% | +1,122 | New |
| Cornerstone Management, Inc. | 1,120 | $125.0K | 0.03% | +3+0.3% | Added |
| Baystate Wealth Management LLC | 1,142 | $128.0K | 0.01% | −104−8.3% | Reduced |
| Atticus Wealth Management, LLC | 1,163 | $130.0K | 0.05% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,182 | $132.0K | 0.08% | 00.0% | Unchanged |
| City State Bank | 1,214 | $136.0K | 0.08% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,250 | $140.0K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,250 | $140.0K | 0.09% | +380+43.7% | Added |
| Covestor Ltd | 1,260 | $141.0K | 0.10% | +1,030+447.8% | Added |
| Addison Advisors LLC | 1,275 | $142.0K | 0.08% | +1+0.1% | Added |
| Toth Financial Advisory Corp | 1,290 | $144.0K | 0.02% | +8+0.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,312 | $146.0K | 0.03% | −274−17.3% | Reduced |
| Achmea Investment Management B.V. | 1,301 | $146.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 1,353 | $151.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,359 | $153.0K | 0.12% | +1,359 | New |
| Atlas Capital Advisors LLC | 1,377 | $153.8K | 0.02% | +7+0.5% | Added |
| PFG Private Wealth Management, LLC | 1,401 | $156.0K | 0.08% | +1,034+281.7% | Added |
| Atwood & Palmer Inc | 1,413 | $158.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,455 | $162.0K | 0.10% | −100−6.4% | Reduced |
| TCI Wealth Advisors, Inc. | 1,447 | $162.0K | 0.02% | +321+28.5% | Added |
| TCTC Holdings, LLC | 1,473 | $164.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 1,478 | $165.1K | 0.06% | +1,478 | New |