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 |
|---|---|---|---|---|---|
| FRG Family Wealth Advisors LLC | 2,450 | $274.0K | 0.05% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 2,462 | $275.0K | 0.07% | −52−2.1% | Reduced |
| GHP Investment Advisors, Inc. | 2,463 | $275.0K | 0.02% | +2,463 | New |
| BancorpSouth Bank | 2,469 | $276.0K | 0.03% | −100−3.9% | Reduced |
| Tradewinds Capital Management, LLC | 2,468 | $276.0K | 0.04% | +10+0.4% | Added |
| Beck Bode, LLC | 2,493 | $278.0K | 0.06% | +10.0% | Added |
| Buckingham Capital Management, Inc. | 2,503 | $279.0K | 0.05% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,500 | $279.0K | 0.14% | 00.0% | Unchanged |
| VeraBank, N.A. | 2,501 | $279.0K | 0.14% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,504 | $279.0K | 0.07% | +64+2.6% | Added |
| Bickling Financial Services, Inc. | 2,506 | $280.0K | 0.14% | +8+0.3% | Added |
| Gleason Group, Inc. | 2,504 | $280.0K | 0.08% | +23+0.9% | Added |
| Fox Run Management, L.L.C. | 2,509 | $280.0K | 0.16% | +2,509 | New |
| Black Diamond Financial, LLC | 2,505 | $280.0K | 0.09% | +2,505 | New |
| Van Cleef Asset Management,Inc | 2,520 | $281.0K | 0.04% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,524 | $281.0K | 0.04% | +2,524 | New |
| Venturi Wealth Management, LLC | 2,527 | $282.0K | 0.02% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 31,488 | $282.0K | 0.01% | +31,488 | New |
| Ballentine Partners, LLC | 2,529 | $283.0K | 0.01% | −2,746−52.1% | Reduced |
| Baker Ellis Asset Management LLC | 2,531 | $283.0K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 2,582 | $284.0K | 0.11% | −190−6.9% | Reduced |
| Eads & Heald Wealth Management | 2,547 | $284.0K | 0.13% | −6−0.2% | Reduced |
| Bank of the West | 2,541 | $284.0K | 0.03% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 2,551 | $285.0K | 0.01% | +420+19.7% | Added |
| Wealth Effects LLC | 2,570 | $287.0K | 0.13% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 2,581 | $287.0K | 0.01% | +91+3.7% | Added |
| 55I, LLC | 2,565 | $287.0K | 0.01% | +114+4.7% | Added |
| Becker Capital Management Inc | 2,575 | $288.0K | 0.01% | −168−6.1% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,597 | $289.0K | 0.16% | +6+0.2% | Added |
| Adviser Investments LLC | 2,585 | $289.0K | 0.02% | +10.0% | Added |
| Jump Financial, LLC | 2,600 | $290.0K | 0.01% | +2,600 | New |
| Mezzasalma Advisors, LLC | 2,607 | $291.0K | 0.18% | 00.0% | Unchanged |
| Platform Technology Partners | 2,610 | $291.0K | 0.14% | +152+6.2% | Added |
| DuPont Capital Management Corp | 2,618 | $292.0K | 0.01% | −4,887−65.1% | Reduced |
| Horan Securities, Inc. | 2,626 | $293.0K | 0.17% | +2+0.1% | Added |
| Brighton Jones LLC | 2,620 | $293.0K | 0.01% | +45+1.7% | Added |
| Bender Robert & Associates | 2,626 | $293.0K | 0.08% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,622 | $293.0K | 0.06% | +403+18.2% | Added |
| CX Institutional | 2,637 | $294.0K | 0.02% | +609+30.0% | Added |
| TFG Advisers LLC | 2,644 | $295.0K | 0.14% | +14+0.5% | Added |
| Capital Asset Advisory Services LLC | 2,645 | $295.0K | 0.03% | +639+31.9% | Added |
| Sanders Morris Harris LLC | 2,650 | $296.0K | 0.06% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2,662 | $297.0K | 0.04% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 2,662 | $297.0K | 0.19% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,664 | $297.0K | 0.03% | +259+10.8% | Added |
| Brown Advisory Securities, LLC | 2,675 | $298.0K | 0.17% | 00.0% | Unchanged |
| tru Independence LLC | 2,664 | $298.0K | 0.08% | +77+3.0% | Added |
| Stokes Family Office, LLC | 2,668 | $298.0K | 0.04% | +142+5.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,665 | $298.0K | 0.00% | +245+10.1% | Added |
| Financial Advocates Investment Management | 2,680 | $299.0K | 0.02% | −12,753−82.6% | Reduced |
| Capital City Trust Co | 2,692 | $300.0K | 0.09% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,711 | $302.0K | 0.02% | −417−13.3% | Reduced |
| Towerpoint Wealth, LLC | 2,724 | $304.0K | 0.15% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 2,726 | $304.0K | 0.03% | +84+3.2% | Added |
| Nwam LLC | 2,719 | $304.0K | 0.02% | +489+21.9% | Added |
| Redhawk Wealth Advisors, Inc. | 2,736 | $305.0K | 0.08% | −942−25.6% | Reduced |
| Sterling Manor Financial, LLC | 2,728 | $305.0K | 0.24% | 00.0% | Unchanged |
| Vantage Financial Partners, LLC | 2,731 | $305.0K | 0.16% | +739+37.1% | Added |
| Meridian Wealth Partners, LLC | 2,740 | $305.0K | 0.06% | +2,740 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,745 | $307.0K | 0.06% | +468+20.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,759 | $308.0K | 0.02% | −1,634−37.2% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,762 | $308.0K | 0.19% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 2,765 | $309.0K | 0.10% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 2,767 | $309.0K | 0.01% | +40+1.5% | Added |
| Proficio Capital Partners LLC | 2,770 | $309.0K | 0.05% | +414+17.6% | Added |
| Cozad Asset Management Inc | 2,769 | $309.0K | 0.04% | +1,269+84.6% | Added |
| West Branch Capital LLC | 2,780 | $310.0K | 0.15% | −161−5.5% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 2,781 | $311.0K | 0.21% | +747+36.7% | Added |
| Gryphon Financial Partners LLC | 2,804 | $312.0K | 0.06% | +21+0.8% | Added |
| Mainstay Capital Management LLC | 2,799 | $313.0K | 0.06% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2,741 | $313.0K | 0.16% | +20+0.7% | Added |
| Nations Financial Group Inc, | 2,799 | $313.0K | 0.04% | +270+10.7% | Added |
| Magnolia Capital Advisors LLC | 2,831 | $316.0K | 0.12% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 2,838 | $317.0K | 0.10% | −317−10.0% | Reduced |
| Abbrea Capital, LLC | 2,835 | $317.0K | 0.04% | +100+3.7% | Added |
| Northstar Advisory Group, LLC | 2,846 | $318.0K | 0.20% | 00.0% | Unchanged |
| Pasadena Private Wealth, LLC | 2,854 | $319.0K | 0.10% | −1,096−27.7% | Reduced |
| NovaPoint Capital, LLC | 2,858 | $319.0K | 0.12% | +166+6.2% | Added |
| McMillion Capital Management Inc | 2,858 | $319.0K | 0.20% | +750+35.6% | Added |
| Ledyard National Bank | 2,874 | $321.0K | 0.03% | −100−3.4% | Reduced |
| Birchcreek Wealth Management, LLC | 2,885 | $322.0K | 0.29% | 00.0% | Unchanged |
| SFMG, LLC | 2,880 | $322.0K | 0.03% | +148+5.4% | Added |
| Valmark Advisers, Inc. | 2,892 | $323.0K | 0.01% | +337+13.2% | Added |
| Bridges Investment Management Inc | 2,895 | $324.0K | 0.01% | −300−9.4% | Reduced |
| Berkshire Bank | 2,903 | $324.0K | 0.08% | 00.0% | Unchanged |
| Fulcrum Equity Management | 2,898 | $324.0K | 0.19% | +6+0.2% | Added |
| Investors Asset Management of Georgia Inc | 2,909 | $325.0K | 0.16% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 2,913 | $325.0K | 0.09% | +586+25.2% | Added |
| Osborne Partners Capital Management, LLC | 2,921 | $326.0K | 0.02% | −805−21.6% | Reduced |
| Lloyd Advisory Services, LLC. | 2,935 | $328.0K | 0.15% | +8+0.3% | Added |
| Fortitude Advisory Group L.L.C. | 2,942 | $328.0K | 0.18% | +115+4.1% | Added |
| Clearstead Advisors, LLC | 2,937 | $328.0K | 0.02% | +240+8.9% | Added |
| Cadinha & Co LLC | 2,935 | $328.0K | 0.05% | +261+9.8% | Added |
| Fagan Associates, Inc. | 2,980 | $333.0K | 0.07% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 3,010 | $334.0K | 0.11% | 00.0% | Unchanged |
| Pitcairn Co | 3,008 | $336.0K | 0.03% | −165−5.2% | Reduced |
| YHB Investment Advisors, Inc. | 3,009 | $336.0K | 0.03% | −143−4.5% | Reduced |
| Regent Peak Wealth Advisors LLC | 3,021 | $337.0K | 0.10% | +63+2.1% | Added |
| Old Second National Bank of Aurora | 3,019 | $337.0K | 0.08% | +126+4.4% | Added |
| SC&H Financial Advisors, Inc. | 3,025 | $338.0K | 0.16% | 00.0% | Unchanged |