Skip to main content
Livermore
Livermore
ZHEN

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.

Other share classesDUKBDUKUDUK.PA

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.

Institutional holdersQ1 2022: 1,834 institutions
Q1 2021: 1,632 institutionsQ2 2021: 1,644 institutionsQ3 2021: 1,630 institutionsQ4 2021: 1,781 institutionsQ1 2022: 1,834 institutionsQ2 2022: 1,798 institutionsQ3 2022: 1,747 institutionsQ4 2022: 1,822 institutionsQ1 2023: 1,807 institutionsQ2 2023: 1,798 institutionsQ3 2023: 1,779 institutionsQ4 2023: 1,899 institutionsQ1 2024: 1,905 institutionsQ2 2024: 1,969 institutionsQ3 2024: 2,065 institutionsQ4 2024: 2,193 institutionsQ1 2025: 2,259 institutionsQ2 2025: 2,271 institutionsQ3 2025: 2,332 institutionsQ4 2025: 2,400 institutionsQ1 2026: 2,485 institutionsQ2 2026: 2,492 institutions
Value heldQ1 2022: $53.7B
Q1 2021: $46.6BQ2 2021: $47.6BQ3 2021: $46.6BQ4 2021: $50.4BQ1 2022: $53.7BQ2 2022: $52.3BQ3 2022: $45.4BQ4 2022: $50.9BQ1 2023: $47.3BQ2 2023: $44.1BQ3 2023: $43.9BQ4 2023: $48.7BQ1 2024: $48.4BQ2 2024: $50.5BQ3 2024: $58.7BQ4 2024: $55.0BQ1 2025: $64.2BQ2 2025: $62.7BQ3 2025: $65.9BQ4 2025: $62.9BQ1 2026: $70.8BQ2 2026: $68.9B
Institutions holding DUK and their total value by quarter
QuarterHoldersValue
Q2 20262,492$68.9B
Q1 20262,485$70.8B
Q4 20252,400$62.9B
Q3 20252,332$65.9B
Q2 20252,271$62.7B
Q1 20252,259$64.2B
Q4 20242,193$55.0B
Q3 20242,065$58.7B
Q2 20241,969$50.5B
Q1 20241,905$48.4B
Q4 20231,899$48.7B
Q3 20231,779$43.9B
Q2 20231,798$44.1B
Q1 20231,807$47.3B
Q4 20221,822$50.9B
Q3 20221,747$45.4B
Q2 20221,798$52.3B
Q1 20221,834$53.7B
Q4 20211,781$50.4B
Q3 20211,630$46.6B
Q2 20211,644$47.6B
Q1 20211,632$46.6B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q4 2021.

Institutions holding DUK in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
C M Bidwell & Associates Ltd1,500$167.0K0.11%−5−0.3%Reduced
Farmers & Merchants Trust Co of Chambersburg PA1,511$169.0K0.11%−35−2.3%Reduced
Center for Financial Planning, Inc.1,521$170.0K0.03%00.0%Unchanged
Evoke Wealth, LLC1,523$170.0K0.01%+77+5.3%Added
Tradition Wealth Management, LLC1,536$172.0K0.02%+8+0.5%Added
SRS Capital Advisors, Inc.1,555$174.0K0.02%+34+2.2%Added
Bank Julius Baer & Co. Ltd, Zurich1,569$175.0K0.00%−649−29.3%Reduced
Arrow Financial Corp1,574$176.0K0.02%00.0%Unchanged
AlphaMark Advisors, LLC1,608$180.0K0.07%−150−8.5%Reduced
Beaird Harris Wealth Management, LLC1,634$182.0K0.07%−84−4.9%Reduced
Key Financial Inc1,633$182.0K0.09%+400+32.4%Added
Koshinski Asset Management, Inc.3,416$186.1K0.02%+398+13.2%Added
Kistler-Tiffany Companies, LLC1,725$193.0K0.04%−494−22.3%Reduced
Lindbrook Capital, LLC1,733$194.0K0.03%+70+4.2%Added
Vigilant Capital Management, LLC1,766$197.0K0.02%−35−1.9%Reduced
Knuff & Co LLC1,773$198.0K0.07%−893−33.5%Reduced
Ahrens Investment Partners LLC1,791$200.0K0.06%00.0%Unchanged
Benin Management CORP1,792$200.0K0.06%+1,792New
Prostatis Group LLC1,795$200.5K0.16%+1,795New
M&G Investment Management Ltd1,798$201.0K0.00%−173−8.8%Reduced
Sargent Bickham Lagudis LLC1,804$201.0K0.02%00.0%Unchanged
Valley National Advisers Inc1,804$201.0K0.04%+399+28.4%Added
Virtue Capital Management, LLC1,800$201.0K0.03%+1,800New
Invst, LLC1,813$201.0K0.03%+1,813New
Federation des caisses Desjardins du Quebec1,802$201.2K0.00%−951−34.5%Reduced
Rappaport Reiches Capital Management, LLC1,805$201.5K0.11%+1,805New
Glassman Wealth Services1,812$202.0K0.04%+200+12.4%Added
Barber Financial Group, Inc.1,806$202.0K0.03%+1,806New
Summit Financial Strategies, Inc.1,812$202.0K0.04%+1,812New
Sargent Investment Group, LLC1,808$202.0K0.05%+1,808New
Signet Financial Management, LLC1,814$203.0K0.03%−250−12.1%Reduced
Mondrian Investment Partners LTD1,831$204.0K0.00%00.0%Unchanged
Zacks Investment Management1,831$204.0K0.00%+1,831New
Petix & Botte Co1,828$204.0K0.06%+1,828New
Dodge & Cox1,833$205.0K0.00%+1,833New
Security National Bank1,836$205.0K0.05%+1,836New
Titus Wealth Management1,835$205.0K0.09%+1,835New
Financial Planning & Information Services, Inc.1,832$205.0K0.05%+1,832New
Millennium Capital Advisors, LLC1,841$205.5K0.17%+1,841New
M&R Capital Management Inc1,847$206.0K0.04%00.0%Unchanged
Barnes Pettey Financial Advisors, LLC1,849$206.0K0.25%+1,849New
Oak Harvest Investment Services1,858$207.0K0.05%−583−23.9%Reduced
Fairhaven Wealth Management, LLC1,858$207.0K0.08%+1,858New
Tranquility Partners, LLC1,856$207.0K0.10%+1,856New
Fieldpoint Private Securities, LLC1,862$208.0K0.04%+843+82.7%Added
Norman Fields, Gottscho Capital Management, LLC1,863$208.0K0.08%+1,863New
Vision Capital Management, Inc.1,860$208.0K0.03%+1,860New
Householder Group Estate & Retirement Specialist, LLC1,861$208.0K0.08%+1,861New
ExodusPoint Capital Management, LP1,870$209.0K0.00%−98,215−98.1%Reduced
Retirement Planning Group1,871$209.0K0.02%+1,871New
Monticello Wealth Management, LLC1,875$209.0K0.02%+1,875New
Smithfield Trust Co1,873$210.0K0.01%00.0%Unchanged
Dividend Assets Capital, LLC1,877$210.0K0.04%00.0%Unchanged
Mengis Capital Management, Inc.1,883$210.0K0.04%+1,883New
Armbruster Capital Management, Inc.1,877$210.0K0.05%+1,877New
Diamant Asset Management, Inc.1,879$210.0K0.16%+1,879New
Leonteq Securities AG1,883$210.3K0.01%+1,312+229.8%Added
Stephens Consulting, LLC1,887$210.7K0.17%00.0%Unchanged
Silvant Capital Management LLC1,886$211.0K0.04%00.0%Unchanged
Global Trust Asset Management, LLC1,890$211.0K0.09%+1,294+217.1%Added
Summit Trail Advisors, LLC1,893$211.0K0.02%+1,893New
Ignite Planners, LLC1,849$211.0K0.14%+1,849New
Capital Financial Planning, LLC1,901$212.0K0.07%−54−2.8%Reduced
Middleton & Co Inc1,899$212.0K0.02%−31−1.6%Reduced
Buttonwood Financial Advisors Inc.1,900$212.0K0.19%+1,900New
Pacific Wealth Strategies Group, Inc.1,910$213.0K0.09%−1,778−48.2%Reduced
Barrett Asset Management, LLC1,908$213.0K0.01%−33−1.7%Reduced
Sonora Investment Management Group, LLC1,909$213.0K0.02%+1,909New
180 Wealth Advisors, LLC1,871$214.0K0.05%−495−20.9%Reduced
First Farmers & Merchants Bank / Trust1,922$214.0K0.23%00.0%Unchanged
Appleton Partners Inc1,914$214.0K0.02%+1,914New
Canal Capital Management, LLC1,915$214.0K0.06%+1,915New
TrueWealth Advisors, LLC2,049$215.0K0.10%00.0%Unchanged
WealthTrust Asset Management, LLC1,922$215.0K0.15%+1+0.1%Added
Oxford Financial Group Ltd1,933$216.0K0.03%00.0%Unchanged
J.P. Marvel Investment Advisors, LLC1,944$217.0K0.04%−1,466−43.0%Reduced
Colton Groome Financial Advisors, LLC1,939$217.0K0.10%00.0%Unchanged
Hantz Financial Services, Inc.1,954$218.0K0.01%+1,954New
Partners in Financial Planning1,908$218.0K0.07%+1,908New
Meridian Financial, LLC1,956$218.4K0.23%+3+0.2%Added
West Michigan Advisors, LLC1,963$219.0K0.16%−215−9.9%Reduced
Lockerman Financial Group, Inc.1,960$219.0K0.59%00.0%Unchanged
Calamos Wealth Management LLC1,960$219.0K0.02%+1,960New
South Street Advisors LLC1,966$220.0K0.04%00.0%Unchanged
German American Bancorp, Inc.1,974$220.0K0.03%+1,974New
Eagle Harbor Asset Management Inc1,988$222.0K0.29%00.0%Unchanged
apricus wealth, LLC1,920$222.0K0.18%−494−20.5%Reduced
Pring Turner Capital Group Inc1,991$222.0K0.17%−27−1.3%Reduced
Axiom Financial Strategies, LLC2,024$222.0K0.11%+10.0%Added
Pacitti Group Inc.1,990$222.0K0.15%+2+0.1%Added
Liberty Wealth Management LLC1,988$222.0K0.08%––
RNC Capital Management LLC1,995$223.0K0.01%−1,544−43.6%Reduced
Karn, Couzens & Associates, Inc.2,001$223.0K0.14%−481−19.4%Reduced
LS Investment Advisors, LLC2,000$223.0K0.04%00.0%Unchanged
Auxano Advisors, LLC2,000$223.0K0.09%00.0%Unchanged
McLean Asset Management Corp2,002$223.0K0.17%+16+0.8%Added
PDS Planning, Inc1,995$223.0K0.04%+208+11.6%Added
Northern Capital Management, Inc.2,009$224.0K0.18%00.0%Unchanged
Pinnacle Bancorp, Inc.2,006$224.0K0.08%+141+7.6%Added
Hightower 6M Holding, LLC2,006$224.0K0.02%+2,006New