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 |
|---|---|---|---|---|---|
| Supplemental Annuity Collective Trust of NJ | 6,000 | $670.0K | 0.22% | 00.0% | Unchanged |
| XML Financial, LLC | 6,002 | $670.0K | 0.08% | +133+2.3% | Added |
| Goepper Burkhardt LLC | 6,015 | $672.0K | 0.41% | −206−3.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,031 | $672.0K | 0.06% | +71+1.2% | Added |
| LBMC Investment Advisors, LLC | 6,060 | $677.0K | 0.06% | +10.0% | Added |
| Formidable Asset Management, LLC | 6,064 | $677.0K | 0.13% | +7+0.1% | Added |
| Princeton Capital Management LLC | 6,087 | $680.0K | 0.21% | +10.0% | Added |
| Aspen Investment Management Inc | 6,120 | $683.0K | 0.36% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 6,129 | $684.0K | 0.39% | −324−5.0% | Reduced |
| Sentry Investment Management LLC | 6,165 | $688.0K | 0.22% | −1,001−14.0% | Reduced |
| MBA Advisors LLC | 6,174 | $689.0K | 0.43% | −720−10.4% | Reduced |
| Burney Co | 6,178 | $690.0K | 0.03% | −59−0.9% | Reduced |
| Detalus Advisors, LLC | 6,178 | $690.0K | 0.36% | +20.0% | Added |
| SPC Financial, Inc. | 6,187 | $691.0K | 0.08% | +216+3.6% | Added |
| PFG Advisors | 6,206 | $693.0K | 0.07% | +1,192+23.8% | Added |
| Corsicana & Co. | 6,221 | $695.0K | 0.45% | +300+5.1% | Added |
| Monetary Management Group Inc | 6,233 | $696.0K | 0.18% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 6,258 | $699.0K | 0.22% | −67−1.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,256 | $699.0K | 0.16% | −20−0.3% | Reduced |
| Clarius Group, LLC | 6,699 | $703.0K | 0.06% | 00.0% | Unchanged |
| Archer Investment Corp | 6,293 | $705.7K | 0.25% | +8+0.1% | Added |
| Endurance Wealth Management, Inc. | 6,323 | $706.0K | 0.09% | −280−4.2% | Reduced |
| Front Row Advisors LLC | 6,326 | $706.0K | 0.28% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,403 | $709.0K | 0.02% | −1,974−23.6% | Reduced |
| Cornerstone Wealth Management, LLC | 6,352 | $709.0K | 0.07% | +360+6.0% | Added |
| Costello Asset Management, INC | 6,359 | $710.0K | 0.49% | −37−0.6% | Reduced |
| Hengehold Capital Management LLC | 6,363 | $711.0K | 0.10% | −197−3.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,414 | $715.0K | 0.06% | +37+0.6% | Added |
| Loveless Wealth Management LLC | 6,405 | $715.0K | 0.40% | +635+11.0% | Added |
| V Wealth Advisors LLC | 6,410 | $716.0K | 0.11% | +462+7.8% | Added |
| Colonial River Wealth Management, LLC | 6,429 | $718.0K | 0.41% | −420−6.1% | Reduced |
| Essex Savings Bank | 6,455 | $721.0K | 0.24% | +200+3.2% | Added |
| Powers Advisory Group, LLC | 6,486 | $724.0K | 0.50% | +184+2.9% | Added |
| Advisor OS, LLC | 6,477 | $724.0K | 0.21% | +1,450+28.8% | Added |
| Mather Group, LLC. | 6,505 | $726.0K | 0.01% | +322+5.2% | Added |
| Fund Management at Engine No. 1 LLC | 6,512 | $727.0K | 0.18% | +6,512 | New |
| OmniStar Financial Group, Inc. | 6,532 | $729.0K | 0.72% | +17+0.3% | Added |
| Cookson Peirce & Co Inc | 6,538 | $730.0K | 0.04% | +6,538 | New |
| Kovack Advisors, Inc. | 6,563 | $732.0K | 0.08% | +110+1.7% | Added |
| Wellington Shields & Co., LLC | 6,567 | $733.0K | 0.24% | +339+5.4% | Added |
| Compass Financial Advisors LLC | 6,573 | $734.0K | 0.81% | +428+7.0% | Added |
| Resources Investment Advisors, LLC. | 6,592 | $736.0K | 0.03% | +361+5.8% | Added |
| Longfellow Investment Management Co LLC | 6,607 | $738.0K | 0.12% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 6,601 | $738.0K | 0.47% | +719+12.2% | Added |
| Capital Advisors Inc | 6,661 | $744.0K | 0.02% | +393+6.3% | Added |
| West Family Investments, Inc. | 6,669 | $745.0K | 0.21% | +4,384+191.9% | Added |
| Hamel Associates, Inc. | 6,770 | $756.0K | 0.27% | −115−1.7% | Reduced |
| Continuum Advisory, LLC | 6,867 | $756.0K | 0.14% | +4,076+146.0% | Added |
| Vident Investment Advisory, LLC | 6,778 | $757.0K | 0.02% | −9,290−57.8% | Reduced |
| Latitude Advisors, LLC | 6,786 | $758.0K | 0.17% | +4,084+151.1% | Added |
| Lafayette Investments, Inc. | 6,795 | $759.0K | 0.19% | 00.0% | Unchanged |
| Adams Chetwood Wealth Management LLC | 6,794 | $759.0K | 0.43% | +28+0.4% | Added |
| HBK Sorce Advisory LLC | 6,809 | $760.0K | 0.04% | −351−4.9% | Reduced |
| Family Management Corp | 6,808 | $760.0K | 0.21% | +300+4.6% | Added |
| First Command Financial Services, Inc. | 6,878 | $768.0K | 0.11% | +253+3.8% | Added |
| First Command Bank | 6,878 | $768.0K | 0.11% | +527+8.3% | Added |
| Kavar Capital Partners Group, LLC | 6,887 | $769.0K | 0.17% | +34+0.5% | Added |
| Stockman Wealth Management, Inc. | 6,899 | $770.0K | 0.16% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 6,897 | $770.2K | 0.17% | +6,897 | New |
| Northwest Bancshares, Inc. | 6,908 | $771.0K | 0.15% | −17−0.2% | Reduced |
| MEMBERS Trust Co | 6,934 | $774.0K | 0.02% | −50−0.7% | Reduced |
| EPG Wealth Management LLC | 6,948 | $776.0K | 0.27% | +529+8.2% | Added |
| Rainsberger Wealth Advisors, Inc. | 6,950 | $776.0K | 0.50% | +1,076+18.3% | Added |
| Hills Bank & Trust Co | 6,962 | $777.0K | 0.11% | −58−0.8% | Reduced |
| Garner Asset Management Corp | 6,962 | $777.0K | 0.31% | −5−0.1% | Reduced |
| Keystone Financial Group | 6,959 | $777.0K | 0.13% | +357+5.4% | Added |
| Retirement Planning Co of New England, Inc. | 6,997 | $781.0K | 0.44% | −28−0.4% | Reduced |
| My Legacy Advisors, LLC | 7,000 | $782.0K | 0.36% | +7,000 | New |
| WealthPLAN Partners, LLC | 7,110 | $783.0K | 0.05% | +185+2.7% | Added |
| WealthPlan Investment Management, LLC | 7,110 | $783.0K | 0.05% | +7,110 | New |
| Glen Eagle Advisors, LLC | 7,014 | $783.2K | 0.20% | +62+0.9% | Added |
| Eudaimonia Advisors LLC | 7,018 | $784.0K | 0.45% | +39+0.6% | Added |
| Allworth Financial LP | 7,068 | $789.0K | 0.01% | +122+1.8% | Added |
| Carret Asset Management, LLC | 7,087 | $791.0K | 0.09% | −800−10.1% | Reduced |
| Connectus Wealth, LLC | 7,521 | $792.0K | 0.03% | −2,585−25.6% | Reduced |
| StoneX Group Inc. | 7,096 | $792.4K | 0.06% | +128+1.8% | Added |
| Adalta Capital Management LLC | 7,106 | $793.0K | 0.40% | +350+5.2% | Added |
| Patten Group, Inc. | 7,105 | $793.0K | 0.22% | +588+9.0% | Added |
| Albion Financial Group | 7,108 | $794.0K | 0.07% | −2,375−25.0% | Reduced |
| Cross Staff Investments Inc | 7,123 | $795.0K | 0.74% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 7,155 | $799.0K | 0.05% | −668−8.5% | Reduced |
| Thrive Wealth Management, LLC | 7,191 | $803.0K | 0.24% | −441−5.8% | Reduced |
| BTR Capital Management Inc | 7,201 | $804.0K | 0.10% | −75−1.0% | Reduced |
| Fiduciary Group LLC | 7,333 | $806.0K | 0.11% | +34+0.5% | Added |
| Future Financial Wealth Managment LLC | 7,220 | $806.0K | 0.67% | +1,050+17.0% | Added |
| Allstate Corp | 7,233 | $808.0K | 0.02% | −95−1.3% | Reduced |
| Summit X, LLC | 7,292 | $808.0K | 0.20% | +106+1.5% | Added |
| EP Wealth Advisors, LLC | 7,275 | $812.0K | 0.02% | +350+5.1% | Added |
| Waters Parkerson & Co., LLC | 7,278 | $813.0K | 0.05% | −83−1.1% | Reduced |
| Parsons Capital Management Inc | 7,300 | $815.0K | 0.06% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 7,385 | $816.0K | 0.05% | +828+12.6% | Added |
| Curbstone Financial Management Corp | 7,332 | $819.0K | 0.15% | 00.0% | Unchanged |
| Washington Capital Management Inc | 7,360 | $821.8K | 0.68% | −195−2.6% | Reduced |
| RFG Advisory, LLC | 7,415 | $828.0K | 0.05% | +1,091+17.3% | Added |
| Capital Square, LLC | 7,473 | $834.0K | 0.59% | −1,830−19.7% | Reduced |
| First Hawaiian Bank | 7,493 | $837.0K | 0.03% | +414+5.8% | Added |
| Logan Capital Management Inc | 7,519 | $840.0K | 0.04% | +107+1.4% | Added |
| Bessemer Group Inc | 7,533 | $842.0K | 0.00% | +301+4.2% | Added |
| WBH Advisory Inc | 7,430 | $846.0K | 0.10% | −280−3.6% | Reduced |
| Smith Chas P & Associates Pa Cpas | 7,591 | $848.0K | 0.06% | −150−1.9% | Reduced |