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 |
|---|---|---|---|---|---|
| Boston Common Asset Management, LLC | 3,032 | $339.0K | 0.01% | −290−8.7% | Reduced |
| XTX Topco Ltd | 3,035 | $339.0K | 0.15% | +3,035 | New |
| StrategIQ Financial Group, LLC | 3,046 | $340.0K | 0.04% | −300−9.0% | Reduced |
| Baker Boyer National Bank | 3,053 | $341.0K | 0.16% | −1,100−26.5% | Reduced |
| LSP Investment Advisors, LLC | 3,060 | $342.0K | 0.10% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,074 | $343.0K | 0.10% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 3,080 | $344.0K | 0.08% | −925−23.1% | Reduced |
| Allegheny Financial Group LTD | 3,081 | $344.0K | 0.15% | −200−6.1% | Reduced |
| AdvisorNet Financial, Inc | 3,086 | $345.0K | 0.02% | −853−21.7% | Reduced |
| Burns J W & Co Inc | 3,099 | $346.0K | 0.06% | 00.0% | Unchanged |
| Letko, Brosseau & Associates Inc | 3,100 | $346.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,106 | $347.0K | 0.23% | +320+11.5% | Added |
| Asset Advisors Investment Management, LLC | 3,121 | $348.0K | 0.04% | +95+3.1% | Added |
| DMG Group, LLC | 3,048 | $348.0K | 0.39% | +105+3.6% | Added |
| Cladis Investment Advisory, LLC | 3,124 | $348.8K | 0.28% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 3,145 | $351.0K | 0.12% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 3,155 | $352.0K | 0.01% | −2,034−39.2% | Reduced |
| First Western Trust Bank | 3,162 | $352.0K | 0.02% | +3,162 | New |
| Nicolet Bankshares Inc | 3,161 | $353.0K | 0.08% | +568+21.9% | Added |
| 44 Wealth Management LLC | 3,167 | $354.0K | 0.13% | 00.0% | Unchanged |
| David Loasby | 3,065 | $354.0K | 0.05% | +37+1.2% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 3,183 | $355.0K | 0.05% | −101−3.1% | Reduced |
| ForthRight Wealth Management, LLC | 3,192 | $356.0K | 0.18% | +16+0.5% | Added |
| Winfield Associates, Inc. | 3,201 | $357.0K | 0.13% | −47−1.4% | Reduced |
| Bank of Nova Scotia Trust Co | 3,197 | $357.0K | 0.03% | −6−0.2% | Reduced |
| Beaton Management Co. Inc. | 3,202 | $357.0K | 0.22% | 00.0% | Unchanged |
| Community Trust & Investment Co | 3,198 | $357.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4,520 | $358.0K | 0.24% | −1,182−20.7% | Reduced |
| Michael B. Yongue | 3,203 | $358.0K | 0.26% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 3,211 | $359.0K | 0.01% | +1,091+51.5% | Added |
| First International Bank & Trust | 3,225 | $360.0K | 0.12% | +327+11.3% | Added |
| Verus Financial Partners, Inc. | 3,124 | $361.0K | 0.05% | +7+0.2% | Added |
| Hotaling Investment Management, LLC | 3,244 | $362.0K | 0.14% | 00.0% | Unchanged |
| Wedmont Private Capital | 3,236 | $362.0K | 0.08% | +364+12.7% | Added |
| North Star Investment Management Corp. | 3,247 | $363.0K | 0.03% | −374−10.3% | Reduced |
| Pittenger & Anderson Inc | 3,250 | $363.0K | 0.02% | −150−4.4% | Reduced |
| Kraematon Investment Advisors, Inc | 3,252 | $363.0K | 0.35% | +24+0.7% | Added |
| Hexagon Capital Partners LLC | 3,256 | $364.0K | 0.10% | −152−4.5% | Reduced |
| Rockland Trust Co | 3,279 | $366.0K | 0.02% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 3,279 | $366.0K | 0.32% | +3+0.1% | Added |
| Foster Victor Wealth Advisors, LLC | 3,205 | $369.0K | 0.05% | −529−14.2% | Reduced |
| Hallmark Capital Management Inc | 3,323 | $371.0K | 0.03% | −259−7.2% | Reduced |
| Evergreen Capital Management LLC | 3,324 | $371.0K | 0.02% | +12+0.4% | Added |
| Journey Strategic Wealth LLC | 3,326 | $371.0K | 0.04% | +46+1.4% | Added |
| St. Louis Trust Co | 3,333 | $372.0K | 0.08% | 00.0% | Unchanged |
| Rossmore Private Capital | 3,335 | $372.0K | 0.06% | 00.0% | Unchanged |
| Bridgeworth, LLC | 3,342 | $373.0K | 0.09% | −670−16.7% | Reduced |
| McRae Capital Management Inc | 3,343 | $373.0K | 0.08% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 3,337 | $373.0K | 0.04% | −10.0% | Reduced |
| Parkside Financial Bank & Trust | 3,335 | $373.0K | 0.10% | +240+7.8% | Added |
| Wealth Advisory Solutions, LLC | 3,338 | $373.0K | 0.08% | +3,338 | New |
| Charter Trust Co | 3,352 | $374.0K | 0.03% | −589−14.9% | Reduced |
| Peachtree Investment Partners, LLC | 3,352 | $374.0K | 0.17% | +324+10.7% | Added |
| First Foundation Advisors | 3,345 | $374.0K | 0.01% | +3,345 | New |
| Mark Stevens | 3,364 | $375.0K | 0.04% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 3,368 | $376.0K | 0.11% | −1,499−30.8% | Reduced |
| Claro Advisors LLC | 3,581 | $376.0K | 0.14% | 00.0% | Unchanged |
| Market Street Wealth Management Advisors LLC | 3,384 | $378.0K | 0.13% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 3,402 | $380.0K | 0.09% | −2,072−37.9% | Reduced |
| Hoylecohen, LLC | 3,409 | $381.0K | 0.03% | −230−6.3% | Reduced |
| Mayfair Advisory Group, LLC | 3,378 | $381.0K | 0.49% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3,413 | $381.0K | 0.22% | +150+4.6% | Added |
| Greytown Advisors Inc. | 3,423 | $382.0K | 0.18% | −6,319−64.9% | Reduced |
| MONECO Advisors, LLC | 3,422 | $382.0K | 0.14% | +19+0.6% | Added |
| Apriem Advisors | 3,450 | $385.0K | 0.06% | +167+5.1% | Added |
| Camden Capital, LLC | 3,466 | $387.0K | 0.08% | −4,224−54.9% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 3,474 | $388.0K | 0.18% | −334−8.8% | Reduced |
| Telemus Capital, LLC | 3,478 | $388.0K | 0.03% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 3,487 | $389.0K | 0.24% | −130−3.6% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 3,485 | $389.0K | 0.35% | −10.0% | Reduced |
| River Wealth Advisors LLC | 3,492 | $390.0K | 0.06% | −257−6.9% | Reduced |
| Adirondack Trust Co | 3,485 | $390.0K | 0.18% | +1,748+100.6% | Added |
| Strategic Wealth Designers | 3,505 | $391.0K | 0.09% | +149+4.4% | Added |
| Am Investment Strategies LLC | 3,536 | $395.0K | 0.10% | +240+7.3% | Added |
| MCF Advisors LLC | 3,538 | $395.0K | 0.04% | +3,538 | New |
| United Asset Strategies, Inc. | 3,547 | $396.0K | 0.05% | 00.0% | Unchanged |
| American Money Management, LLC | 3,556 | $397.0K | 0.11% | +3,556 | New |
| IronBridge Private Wealth, LLC | 3,614 | $404.0K | 0.25% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3,644 | $407.0K | 0.22% | +19+0.5% | Added |
| Wimmer Associates 1, LLC | 3,652 | $408.0K | 0.23% | −30−0.8% | Reduced |
| St Germain D J Co Inc | 3,656 | $408.0K | 0.02% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 3,666 | $408.0K | 0.08% | +104+2.9% | Added |
| Aspiriant, LLC | 3,672 | $410.0K | 0.02% | −261−6.6% | Reduced |
| Arden Trust Co | 3,684 | $411.0K | 0.08% | −759−17.1% | Reduced |
| Westover Capital Advisors, LLC | 3,697 | $413.0K | 0.13% | −473−11.3% | Reduced |
| Toews Corp | 3,700 | $413.0K | 0.07% | +3,700 | New |
| King Wealth | 3,720 | $415.0K | 0.08% | +10.0% | Added |
| KC Investment Advisors, LLC | 3,720 | $415.0K | 0.29% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3,741 | $418.0K | 0.10% | +3,741 | New |
| Americana Partners, LLC | 3,961 | $419.0K | 0.13% | −731−15.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 3,758 | $419.0K | 0.14% | +29+0.8% | Added |
| BDO Wealth Advisors, LLC | 3,769 | $421.0K | 0.04% | −84−2.2% | Reduced |
| CRA Financial Services, LLC | 3,772 | $421.0K | 0.13% | 00.0% | Unchanged |
| Red Wave Investments LLC | 3,769 | $421.0K | 0.15% | +1,185+45.9% | Added |
| Mount Yale Investment Advisors, LLC | 3,826 | $427.0K | 0.05% | +580+17.9% | Added |
| Sutton Wealth Advisors Inc. | 3,838 | $428.6K | 0.15% | +577+17.7% | Added |
| Allen Capital Group, LLC | 3,846 | $429.0K | 0.08% | +79+2.1% | Added |
| Boston Trust Walden Corp | 3,849 | $430.0K | 0.00% | −439−10.2% | Reduced |
| Rosenberg Matthew Hamilton | 3,849 | $430.0K | 0.15% | +647+20.2% | Added |
| Ritholtz Wealth Management | 3,851 | $430.0K | 0.03% | +773+25.1% | Added |