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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
Brightworth2,013$225.0K0.02%−1,036−34.0%Reduced
Xcel Wealth Management, LLC2,017$225.0K0.06%00.0%Unchanged
HFR Wealth Management, LLC2,022$226.0K0.06%−167−7.6%Reduced
Koss-Olinger Consulting, LLC2,025$226.0K0.04%+2,025New
Machina Capital S.A.S.2,032$227.0K0.50%−1,068−34.5%Reduced
Everhart Financial Group, Inc.2,035$227.0K0.13%+2,035New
Lokken Investment Group LLC2,066$228.0K0.18%+3+0.1%Added
Liberty Capital Management, Inc.2,050$229.0K0.07%00.0%Unchanged
TRUE Private Wealth Advisors2,084$230.0K0.03%+13+0.6%Added
Waldron Private Wealth LLC2,065$230.0K0.01%+2,065New
HHM Wealth Advisors, LLC2,080$232.0K0.05%+400+23.8%Added
Column Capital Advisors, LLC2,087$233.0K0.04%−13−0.6%Reduced
Childress Capital Advisors, LLC2,111$234.0K0.08%−892−29.7%Reduced
Woodley Farra Manion Portfolio Management Inc2,092$234.0K0.02%00.0%Unchanged
Carroll Investors, Inc2,138$235.0K0.15%00.0%Unchanged
Heartwood Wealth Advisors LLC2,102$235.0K0.03%+2,102New
Crown Wealth Group, LLC2,108$235.0K0.16%+2,108New
Blue Barn Wealth, LLC2,110$236.0K0.16%−9−0.4%Reduced
Private Capital Group, LLC2,121$237.0K0.05%−79−3.6%Reduced
Guerra Pan Advisors, LLC2,093$237.0K0.29%+100+5.0%Added
Blossom Wealth Management2,133$238.0K1.07%+2,133New
Altus Wealth Group LLC2,133$238.0K0.19%+2,133New
Cassia Capital Partners, LLC2,129$238.0K0.19%+2,129New
Westhampton Capital, LLC2,144$239.0K0.15%+2,144New
Pathstone Family Office, LLC2,123$240.0K0.01%−837−28.3%Reduced
Rock Creek Group, LP2,151$240.0K0.03%+791+58.2%Added
Institutional & Family Asset Management, LLC2,169$242.0K0.04%00.0%Unchanged
Redmont Wealth Advisors LLC2,170$242.0K0.26%00.0%Unchanged
MV Capital Management, Inc.2,166$242.0K0.04%+49+2.3%Added
Bridge Creek Capital Management LLC2,175$243.0K0.08%−132−5.7%Reduced
Edgemoor Investment Advisors, Inc.2,174$243.0K0.03%+2,174New
Center For Asset Management LLC2,188$244.0K0.19%+281+14.7%Added
CapWealth Advisors, LLC2,190$245.0K0.03%−415−15.9%Reduced
Chelsea Counsel Co2,194$245.0K0.11%00.0%Unchanged
Lumature Wealth Partners, LLC2,194$245.0K0.10%00.0%Unchanged
Valley Brook Capital Group2,199$245.0K0.21%00.0%Unchanged
Annex Advisory Services, LLC2,193$245.0K0.02%+27+1.2%Added
Provident Wealth Management, LLC2,197$245.0K0.15%+40+1.9%Added
M. Kraus & Co2,196$245.0K0.08%+2,196New
Central Bank & Trust Co2,199$246.0K0.04%−131−5.6%Reduced
Papp L Roy & Associates2,200$246.0K0.03%00.0%Unchanged
Cubic Asset Management, LLC2,200$246.0K0.06%00.0%Unchanged
Capstone Investment Advisors, LLC2,207$246.0K0.01%+2,207New
Redwood Financial Network Corp2,199$246.0K0.23%+2,199New
Castleview Partners, LLC2,219$247.0K0.15%−217,966−99.0%Reduced
Horan Capital Advisors, LLC.2,209$247.0K0.10%+204+10.2%Added
Crabel Capital Management, LLC2,215$247.0K0.08%+2,215New
Moseley Investment Management Inc2,221$248.0K0.13%−50−2.2%Reduced
Trust Co of Oklahoma2,225$248.4K0.10%00.0%Unchanged
Boothbay Fund Management, LLC2,234$249.0K0.01%−127−5.4%Reduced
Regent Investment Management LLC2,229$249.0K0.06%+2,229New
Arkfeld Wealth Strategies, L.L.C.2,168$250.0K0.16%+5+0.2%Added
Blueprint Investment Partners LLC2,235$250.0K0.06%+688+44.5%Added
Lineweaver Wealth Advisors, LLC2,253$251.0K0.07%+2,253New
Astoria Portfolio Advisors LLC.2,248$251.0K0.20%+2,248New
Pinnacle Private Wealth, LLC2,260$252.0K0.08%−35−1.5%Reduced
Matrix Private Capital Group LLC2,257$252.0K0.12%+19+0.8%Added
LCM Capital Management Inc2,255$252.0K0.20%+29+1.3%Added
Thoroughbred Financial Services, LLC2,280$254.0K0.04%+2,280New
Country Trust Bank2,280$255.0K0.01%00.0%Unchanged
Keeler Thomas Management LLC2,286$255.0K0.12%00.0%Unchanged
CFM Wealth Partners LLC2,288$255.0K0.06%00.0%Unchanged
Dowling & Yahnke LLC2,288$255.0K0.01%+241+11.8%Added
MBL Wealth, LLC2,280$255.0K0.06%+2,280New
Hamilton Capital, LLC2,299$257.0K0.02%−111−4.6%Reduced
Farmers & Merchants Trust Co of Long Beach2,305$257.0K0.07%00.0%Unchanged
Stone Run Capital, LLC2,304$257.0K0.09%00.0%Unchanged
Boltwood Capital Management2,315$258.0K0.10%−185−7.4%Reduced
Spinnaker Trust2,305$258.0K0.02%+286+14.2%Added
Baron Silver Stevens Financial Advisors, LLC2,315$258.0K0.06%+2,315New
Exane Derivatives2,314$258.4K0.07%−1,119−32.6%Reduced
West Paces Advisors Inc.2,318$258.8K0.08%−564−19.6%Reduced
Stokes Capital Advisors, LLC2,315$259.0K0.08%+4+0.2%Added
Bangor Savings Bank2,331$260.0K0.03%−55−2.3%Reduced
Charter Research & Investment Group, Inc.2,325$260.0K0.21%00.0%Unchanged
Cyrus J. Lawrence, LLC2,328$260.0K0.06%+2,328New
Wealthquest Corp2,505$262.0K0.04%00.0%Unchanged
Indiana Trust & Investment Management CO2,349$262.0K0.13%−40−1.7%Reduced
Shufro Rose & Co LLC2,344$262.0K0.02%+69+3.0%Added
LexAurum Advisors, LLC2,358$263.0K0.09%−107−4.3%Reduced
Investmark Advisory Group LLC2,362$263.0K0.27%−92−3.7%Reduced
Fca Corp2,362$264.0K0.09%00.0%Unchanged
Shilanski & Associates, Inc.2,367$264.0K0.11%+7+0.3%Added
Cobblestone Capital Advisors LLC2,361$264.0K0.02%+42+1.8%Added
Griffin Asset Management, Inc.2,370$265.0K0.03%+219+10.2%Added
ACG Wealth2,380$266.0K0.05%−2,147−47.4%Reduced
Tyler-Stone Wealth Management2,385$266.0K0.15%−400−14.4%Reduced
Essex Investment Management Co LLC2,384$266.0K0.03%00.0%Unchanged
Mairs & Power Inc2,392$267.0K0.00%−75−3.0%Reduced
Joel Isaacson & Co., LLC2,342$268.0K0.02%00.0%Unchanged
Chesapeake Wealth Management2,397$268.0K0.10%+2,397New
Aveo Capital Partners, LLC2,422$270.0K0.05%−122−4.8%Reduced
Sage Rhino Capital LLC2,419$270.0K0.08%+6+0.2%Added
Royal Capital Wealth Management, LLC2,416$270.0K0.26%00.0%Unchanged
Cedrus LLC2,435$271.9K0.25%+300+14.1%Added
S&CO Inc2,438$272.0K0.02%00.0%Unchanged
Bath Savings Trust Co2,433$272.0K0.03%+25+1.0%Added
Southland Equity Partners LLC2,440$272.4K0.11%+6+0.2%Added
Gsa Capital Partners LLP2,447$273.0K0.04%−3,351−57.8%Reduced
Wealth Management Associates, Inc.2,448$273.3K0.16%+196+8.7%Added