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; 2,491 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 | 2,491 | $68.9B |
| Q1 2026 | 2,484 | $70.8B |
| Q4 2025 | 2,399 | $62.9B |
| Q3 2025 | 2,331 | $65.9B |
| Q2 2025 | 2,270 | $62.7B |
| Q1 2025 | 2,258 | $64.2B |
| Q4 2024 | 2,192 | $55.0B |
| Q3 2024 | 2,064 | $58.7B |
| Q2 2024 | 1,968 | $50.5B |
| Q1 2024 | 1,904 | $48.4B |
| Q4 2023 | 1,898 | $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 | 1,797 | $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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 3,868 | $432.0K | 0.22% | −5−0.1% | Reduced |
| Washington Trust Advisors, Inc. | 3,871 | $432.0K | 0.03% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 3,873 | $432.0K | 0.27% | +13+0.3% | Added |
| Lowe Brockenbrough & Co Inc | 3,880 | $433.0K | 0.03% | +6+0.2% | Added |
| BOK Financial Private Wealth, Inc. | 3,884 | $434.0K | 0.03% | +817+26.6% | Added |
| Premier Asset Management LLC | 3,898 | $435.0K | 0.14% | −1,530−28.2% | Reduced |
| Cooper Financial Group | 3,898 | $435.0K | 0.17% | −128−3.2% | Reduced |
| First Citizens Financial Corp | 3,897 | $435.0K | 0.33% | 00.0% | Unchanged |
| MJP Associates Inc | 3,896 | $435.0K | 0.11% | +543+16.2% | Added |
| Providence First Trust Co | 3,916 | $437.0K | 0.21% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 2,903 | $440.6K | 0.07% | −1,864−39.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 3,949 | $441.0K | 0.37% | +153+4.0% | Added |
| Field & Main Bank | 3,960 | $442.0K | 0.27% | +515+14.9% | Added |
| Prio Wealth Limited Partnership | 3,970 | $443.0K | 0.01% | −150−3.6% | Reduced |
| Almanack Investment Partners, LLC. | 3,971 | $443.0K | 0.04% | −119−2.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 3,964 | $443.0K | 0.03% | +1,103+38.6% | Added |
| Revolve Wealth Partners, LLC | 3,972 | $444.0K | 0.13% | +33+0.8% | Added |
| CFO4Life Group, LLC | 3,987 | $445.0K | 0.09% | +13+0.3% | Added |
| Legacy Financial Advisors, Inc. | 3,983 | $445.0K | 0.10% | +68+1.7% | Added |
| Accel Wealth Management | 3,952 | $446.0K | 0.23% | +29+0.7% | Added |
| Alethea Capital Management, LLC | 4,000 | $447.0K | 0.40% | −1,500−27.3% | Reduced |
| Flagship Harbor Advisors, LLC | 4,001 | $447.0K | 0.04% | −10.0% | Reduced |
| Domani Wealth, LLC | 4,049 | $452.0K | 0.10% | +132+3.4% | Added |
| Wealthsource Partners, LLC | 4,055 | $453.0K | 0.03% | −172−4.1% | Reduced |
| Harbor Investment Advisory, LLC | 4,054 | $453.0K | 0.06% | −135−3.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 4,057 | $453.0K | 0.23% | +37+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 4,338 | $455.0K | 0.03% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 4,076 | $455.0K | 0.14% | +8+0.2% | Added |
| Wealthcare Advisory Partners LLC | 4,076 | $455.0K | 0.03% | +1,354+49.7% | Added |
| Carl P. Sherr & Co., LLC | 4,098 | $458.0K | 0.31% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 4,103 | $458.1K | 0.04% | +228+5.9% | Added |
| Wilkins Investment Counsel Inc | 4,121 | $460.0K | 0.10% | 00.0% | Unchanged |
| White Lighthouse Investment Management Inc. | 4,160 | $465.0K | 0.12% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 4,191 | $468.0K | 0.05% | −86−2.0% | Reduced |
| Quad-Cities Investment Group, LLC | 4,193 | $468.0K | 0.30% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 4,194 | $468.0K | 0.08% | +368+9.6% | Added |
| L.M. Kohn & Company | 4,215 | $471.0K | 0.18% | +4,215 | New |
| Destination Wealth Management | 4,229 | $472.0K | 0.02% | −510−10.8% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 4,238 | $473.0K | 0.36% | 00.0% | Unchanged |
| Farmers Trust Co | 4,245 | $474.0K | 0.10% | +20+0.5% | Added |
| Edge Capital Group, LLC | 4,258 | $476.0K | 0.03% | +40+0.9% | Added |
| Cypress Asset Management Inc | 4,270 | $477.0K | 0.14% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 4,293 | $479.0K | 0.33% | +46+1.1% | Added |
| Davis R M Inc | 4,311 | $481.0K | 0.01% | +615+16.6% | Added |
| Bill Few Associates, Inc. | 4,314 | $482.0K | 0.26% | −23−0.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,337 | $484.0K | 0.00% | −54,724−92.7% | Reduced |
| Tatro Capital, LLC | 4,337 | $484.0K | 0.36% | +156+3.7% | Added |
| MKT Advisors LLC | 4,383 | $486.0K | 0.37% | +81+1.9% | Added |
| Intersect Capital LLC | 4,357 | $486.0K | 0.09% | +391+9.9% | Added |
| Blue Fin Capital, Inc. | 4,367 | $487.0K | 0.14% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 4,359 | $487.0K | 0.29% | +486+12.5% | Added |
| Flaharty Asset Management, LLC | 4,374 | $488.0K | 0.09% | −147−3.3% | Reduced |
| Sigma Investment Counselors Inc | 4,379 | $489.0K | 0.04% | +673+18.2% | Added |
| Carmichael Hill & Associates, Inc. | 4,388 | $490.0K | 0.25% | −131−2.9% | Reduced |
| Treasure Coast Financial Planning | 4,394 | $491.0K | 0.38% | +20+0.5% | Added |
| Reitz Capital Advisors LLC | 4,402 | $492.0K | 0.36% | −181−3.9% | Reduced |
| Norris Perne & French LLP | 4,419 | $493.0K | 0.04% | −300−6.4% | Reduced |
| Roble, Belko & Company, Inc | 4,419 | $493.0K | 0.09% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 4,426 | $494.0K | 0.15% | +219+5.2% | Added |
| Minot Wealth Management LLC | 4,449 | $497.0K | 0.11% | +122+2.8% | Added |
| Renasant Bank | 4,459 | $498.0K | 0.34% | +118+2.7% | Added |
| Blackston Financial Advisory Group, LLC | 5,109 | $499.0K | 0.33% | +131+2.6% | Added |
| Financial Management Professionals, Inc. | 4,465 | $499.0K | 0.11% | +482+12.1% | Added |
| Girard Partners Ltd. | 4,486 | $500.0K | 0.05% | −33−0.7% | Reduced |
| Capital Analysts, LLC | 4,473 | $500.0K | 0.03% | +100+2.3% | Added |
| Silverlake Wealth Management LLC | 4,485 | $500.8K | 0.29% | +23+0.5% | Added |
| Laurion Capital Management LP | 4,485 | $501.0K | 0.01% | +4,485 | New |
| BFSG, LLC | 4,485 | $501.0K | 0.08% | +4,485 | New |
| LVM Capital Management Ltd | 4,496 | $502.0K | 0.07% | −32−0.7% | Reduced |
| SignalPoint Asset Management, LLC | 4,498 | $502.0K | 0.16% | +79+1.8% | Added |
| Deseret Mutual Benefit Administrators | 4,508 | $503.0K | 0.10% | −646−12.5% | Reduced |
| Heritage Wealth Advisors | 4,521 | $505.0K | 0.03% | −263−5.5% | Reduced |
| Douglas Lane & Associates, LLC | 4,536 | $506.0K | 0.01% | −578−11.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 4,540 | $507.0K | 0.04% | +8+0.2% | Added |
| Edgestream Partners, L.P. | 4,540 | $507.0K | 0.04% | +1,514+50.0% | Added |
| Wolverine Trading, LLC | 4,561 | $508.0K | 0.01% | −27,597−85.8% | Reduced |
| Holloway Wealth Management, LLC | – | $508.0K | 0.15% | – | – |
| Navellier & Associates Inc | 4,554 | $508.0K | 0.09% | +297+7.0% | Added |
| OneAscent Wealth Management LLC | 4,564 | $510.0K | 0.25% | −19−0.4% | Reduced |
| Warren Averett Asset Management, LLC | 4,578 | $511.0K | 0.04% | +26+0.6% | Added |
| Westbourne Investment Advisors, Inc. | 4,595 | $513.0K | 0.21% | +1,250+37.4% | Added |
| Means Investment Co., Inc. | 4,611 | $515.0K | 0.09% | +349+8.2% | Added |
| Gray Wealth Management Inc. | 4,624 | $516.0K | 0.27% | +10.0% | Added |
| Alliance Wealth Advisors, LLC | 4,643 | $518.0K | 0.43% | +241+5.5% | Added |
| Buckingham Strategic Partners | 4,675 | $521.0K | 0.05% | −3,473−42.6% | Reduced |
| Sunbelt Securities, Inc. | 4,688 | $523.0K | 0.10% | −1,803−27.8% | Reduced |
| Sunflower Bank, N.A. | 4,681 | $523.0K | 0.07% | −134−2.8% | Reduced |
| Lantz Financial LLC | 4,681 | $523.0K | 0.21% | +253+5.7% | Added |
| KLCM Advisors, Inc. | 4,692 | $524.0K | 0.11% | +133+2.9% | Added |
| International Assets Investment Management, LLC | 4,698 | $525.0K | 0.09% | −1,252−21.0% | Reduced |
| Wintrust Investments LLC | 4,698 | $525.0K | 0.05% | −600−11.3% | Reduced |
| Tiemann Investment Advisors, LLC | 4,717 | $527.0K | 0.24% | −20−0.4% | Reduced |
| Marietta Investment Partners LLC | 4,722 | $527.0K | 0.12% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,724 | $527.0K | 0.48% | +249+5.6% | Added |
| Wendell David Associates Inc | 4,728 | $528.0K | 0.06% | −1,567−24.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,740 | $529.0K | 0.30% | +16+0.3% | Added |
| Crewe Advisors LLC | 4,759 | $531.0K | 0.10% | +348+7.9% | Added |
| Symmetry Partners, LLC | 4,781 | $534.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,794 | $535.0K | 0.02% | −166−3.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 4,795 | $535.0K | 0.08% | −95−1.9% | Reduced |