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 |
|---|---|---|---|---|---|
| Jefferies Group LLC | 4,799 | $535.9K | 0.01% | +4,799 | New |
| Bedel Financial Consulting, Inc. | 4,802 | $536.0K | 0.17% | −380−7.3% | Reduced |
| Wolff Financial Management LLC | 4,810 | $537.0K | 0.21% | 00.0% | Unchanged |
| Coastline Trust Co | 4,805 | $537.0K | 0.07% | 00.0% | Unchanged |
| NBT Bank N A | 4,810 | $538.0K | 0.07% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,834 | $540.0K | 0.37% | −400−7.6% | Reduced |
| First Heartland Consultants, Inc. | 4,868 | $543.0K | 0.08% | +267+5.8% | Added |
| Visionary Wealth Advisors | 4,877 | $545.0K | 0.04% | +12+0.2% | Added |
| Doliver Advisors, LP | 4,881 | $545.0K | 0.17% | +194+4.1% | Added |
| World Equity Group, Inc. | 4,883 | $545.2K | 0.12% | +4,883 | New |
| Darwin Advisors, LLC | 4,897 | $547.0K | 0.09% | +4+0.1% | Added |
| Duncker Streett & Co Inc | 4,916 | $549.0K | 0.11% | −325−6.2% | Reduced |
| Firethorn Wealth Partners, LLC | 4,929 | $550.0K | 0.42% | −55−1.1% | Reduced |
| Foundations Investment Advisors, LLC | 4,797 | $551.0K | 0.02% | +699+17.1% | Added |
| Gladstone Institutional Advisory LLC | 4,953 | $553.0K | 0.04% | +519+11.7% | Added |
| Associated Banc-Corp | 4,962 | $554.0K | 0.02% | −141−2.8% | Reduced |
| Arkadios Wealth Advisors | 4,987 | $557.0K | 0.07% | +213+4.5% | Added |
| CWS Financial Advisors, LLC | 4,996 | $558.0K | 0.21% | +117+2.4% | Added |
| Archford Capital Strategies, LLC | 4,972 | $559.0K | 0.12% | +1,224+32.7% | Added |
| NorthRock Partners, LLC | 5,013 | $560.0K | 0.05% | −231−4.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 5,018 | $560.0K | 0.28% | +300+6.4% | Added |
| Zeke Capital Advisors, LLC | 5,013 | $560.0K | 0.03% | +5,013 | New |
| InterOcean Capital Group, LLC | 5,024 | $561.0K | 0.02% | +5,024 | New |
| Curi Capital | 5,034 | $562.0K | 0.10% | +8+0.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,031 | $562.0K | 0.10% | +308+6.5% | Added |
| Independent Financial Group, LLC | 5,055 | $564.5K | 0.05% | −23−0.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 5,066 | $566.0K | 0.06% | −460−8.3% | Reduced |
| CoreCap Advisors, LLC | 5,065 | $566.0K | 0.04% | +1,779+54.1% | Added |
| Day & Ennis, LLC | 5,087 | $568.0K | 0.19% | −221−4.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,090 | $568.0K | 0.08% | +3,110+157.1% | Added |
| RB Capital Management, LLC | 5,097 | $569.0K | 0.18% | +18+0.4% | Added |
| Phocas Financial Corp. | 5,151 | $575.0K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,170 | $577.0K | 0.05% | −98−1.9% | Reduced |
| CMG Global Holdings, LLC | 5,168 | $577.0K | 0.47% | −15−0.3% | Reduced |
| Guyasuta Investment Advisors Inc | 5,166 | $577.0K | 0.04% | +415+8.7% | Added |
| Personal Cfo Solutions, LLC | 5,203 | $581.0K | 0.11% | +50+1.0% | Added |
| Milestone Advisory Partners | 5,209 | $582.0K | 0.31% | +1,770+51.5% | Added |
| Thompson Siegel & Walmsley LLC | 5,226 | $584.0K | 0.01% | −3,051−36.9% | Reduced |
| BKD Wealth Advisors, LLC | 5,239 | $585.0K | 0.02% | +1,550+42.0% | Added |
| Accurate Wealth Management, LLC | 5,261 | $587.0K | 0.26% | +173+3.4% | Added |
| Ropes Wealth Advisors LLC | 5,281 | $590.0K | 0.10% | +282+5.6% | Added |
| Paradigm Capital Management, LLC | 5,291 | $591.0K | 0.60% | −20−0.4% | Reduced |
| Selective Wealth Management, Inc. | 5,324 | $594.0K | 0.22% | −266−4.8% | Reduced |
| Ausdal Financial Partners, Inc. | 5,322 | $594.0K | 0.08% | +28+0.5% | Added |
| Cannon Financial Strategists, Inc. | 5,337 | $595.9K | 0.22% | +216+4.2% | Added |
| Financial Partners Group, Inc | 5,337 | $596.0K | 0.13% | +450+9.2% | Added |
| Equitable Trust Co | 5,342 | $596.0K | 0.04% | +2,041+61.8% | Added |
| Probity Advisors, Inc. | 5,349 | $597.0K | 0.12% | −229−4.1% | Reduced |
| Element Capital Management LLC | 5,346 | $597.0K | 0.30% | +5,346 | New |
| Sandy Spring Bank | 5,356 | $598.0K | 0.03% | −531−9.0% | Reduced |
| SevenBridge Financial Group, LLC | 5,353 | $598.0K | 0.21% | +1,872+53.8% | Added |
| Transform Wealth, LLC | 5,405 | $604.0K | 0.07% | −210−3.7% | Reduced |
| Bigelow Investment Advisors, LLC | 5,422 | $605.0K | 0.28% | 00.0% | Unchanged |
| C2C Wealth Management, LLC | 5,243 | $606.0K | 0.10% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 5,427 | $606.0K | 0.00% | +349+6.9% | Added |
| Silver Oak Securities, Inc | 5,273 | $606.0K | 0.12% | +5,273 | New |
| Boston Financial Mangement LLC | 5,443 | $608.0K | 0.02% | −217−3.8% | Reduced |
| Radnor Capital Management, LLC | 5,443 | $608.0K | 0.15% | +250+4.8% | Added |
| Lake Street Financial LLC | 5,472 | $611.0K | 0.11% | −250−4.4% | Reduced |
| Edgewood Management LLC | 5,468 | $611.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 5,498 | $613.0K | 0.17% | −2,126−27.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 5,501 | $614.0K | 0.15% | +24+0.4% | Added |
| Wills Financial Group, Inc. | 5,501 | $614.0K | 0.26% | +371+7.2% | Added |
| Kepos Capital LP | 5,509 | $615.0K | 0.05% | −408−6.9% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 5,534 | $616.0K | 0.43% | −114−2.0% | Reduced |
| Hancock Whitney Corp | 5,523 | $617.0K | 0.02% | −203−3.5% | Reduced |
| PSI Advisors, LLC | 5,530 | $618.0K | 0.25% | −362−6.1% | Reduced |
| Bard Financial Services, Inc. | 5,535 | $618.0K | 0.05% | −325−5.5% | Reduced |
| Hendershot Investments Inc. | 5,613 | $627.0K | 0.10% | −149−2.6% | Reduced |
| Stratos Wealth Advisors, LLC | 5,618 | $627.0K | 0.05% | +176+3.2% | Added |
| Gateway Investment Advisers LLC | 5,636 | $629.0K | 0.01% | +81+1.5% | Added |
| Kanawha Capital Management LLC | 5,634 | $629.0K | 0.06% | +93+1.7% | Added |
| Community Bank, N.A. | 5,663 | $632.0K | 0.08% | −148−2.5% | Reduced |
| Chicago Trust Co NA | 5,695 | $636.0K | 0.14% | −1,346−19.1% | Reduced |
| E&G Advisors, LP | 5,700 | $636.0K | 0.17% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 5,698 | $636.0K | 0.06% | +312+5.8% | Added |
| Headinvest, LLC | 5,717 | $638.0K | 0.12% | −27−0.5% | Reduced |
| TrinityPoint Wealth, LLC | 5,717 | $638.0K | 0.12% | +310+5.7% | Added |
| Quadrant Capital Group LLC | 5,714 | $638.0K | 0.08% | +396+7.4% | Added |
| Wrapmanager Inc | 5,723 | $639.0K | 0.17% | +60+1.1% | Added |
| Bray Capital Advisors | 5,735 | $640.0K | 0.16% | +415+7.8% | Added |
| Groesbeck Investment Management Corp | 5,733 | $640.0K | 0.72% | +5,733 | New |
| Cambridge Trust Co | 5,748 | $642.0K | 0.02% | −327−5.4% | Reduced |
| Garrett Investment Advisors LLC | 5,753 | $642.0K | 0.16% | +466+8.8% | Added |
| Oak Thistle LLC | 5,750 | $642.0K | 0.34% | +3,527+158.7% | Added |
| Gyon Technologies Capital Management, LP | 5,788 | $646.0K | 0.45% | +5,788 | New |
| Summit Financial, LLC | 5,803 | $648.0K | 0.05% | −115−1.9% | Reduced |
| Exchange Traded Concepts, LLC | 5,811 | $649.0K | 0.01% | +176+3.1% | Added |
| Kings Point Capital Management | 5,818 | $650.0K | 0.06% | −5−0.1% | Reduced |
| Dakota Wealth Management | 5,835 | $651.0K | 0.05% | +3,415+141.1% | Added |
| First Financial Bank - Trust Division | 5,859 | $654.0K | 0.07% | −80−1.3% | Reduced |
| Quent Capital, LLC | 5,873 | $656.0K | 0.12% | +4,877+489.7% | Added |
| BCGM Wealth Management, LLC | 5,969 | $658.0K | 0.36% | +314+5.6% | Added |
| Summit Financial Group Inc | 5,931 | $662.0K | 0.22% | −2,513−29.8% | Reduced |
| Elmwood Wealth Management, Inc. | 5,948 | $664.0K | 0.34% | −10−0.2% | Reduced |
| Old Port Advisors | 5,883 | $664.0K | 0.23% | +83+1.4% | Added |
| Schrum Private Wealth Management LLC | 5,926 | $665.0K | 0.67% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 5,956 | $665.0K | 0.11% | +5,956 | New |
| Enterprise Financial Services Corp | 5,959 | $666.0K | 0.11% | +128+2.2% | Added |
| ERTS Wealth Advisors, LLC | 5,997 | $670.0K | 0.19% | −301−4.8% | Reduced |