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, Q2 2022
Institutional positions in Duke Energy CORP as of Jun 30, 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
- 1,798
- 0 vs. Q1 2022
- Shares held
- 488.0M
- +10.8M (+2.3%) vs. Q1 2022
- Total value
- $52.3B
- −$917.4M (−1.7%) vs. Q1 2022
- New holders
- 105
- 811 more added
- Sold out
- 105
- 594 more reduced
36 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Duke Energy CORP; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WestEnd Advisors, LLC | 8 | $857 | 0.00% | +8 | New |
| Financial Synergies Wealth Advisors, Inc. | 13 | $1.39K | 0.00% | +13 | New |
| Eagle Bay Advisors LLC | 17 | $1.82K | 0.00% | +17 | New |
| Investors Research Corp | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 14 | $2.00K | 0.00% | +14 | New |
| Old North State Trust, LLC | 26 | $2.79K | 2.55% | −1−3.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 30 | $3.00K | 0.00% | −75−71.4% | Reduced |
| Clear Perspectives Financial Planning, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 46 | $4.00K | 0.00% | −134−74.4% | Reduced |
| Baldwin Brothers Inc | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 35 | $4.00K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 40 | $4.00K | 0.00% | +40 | New |
| Strategic Asset Management, LLC | 48 | $5.00K | 0.01% | −112−70.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 60 | $6.00K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 59 | $6.00K | 0.00% | +59 | New |
| Enterprise Trust & Investment Co | 60 | $6.00K | 0.00% | +60 | New |
| RWM Asset Management, LLC | 66 | $7.00K | 0.00% | −500−88.3% | Reduced |
| Northwest Investment Counselors, LLC | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 67 | $7.00K | 0.00% | +1+1.5% | Added |
| Cedar Mountain Advisors, LLC | 67 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 78 | $8.00K | 0.00% | +1+1.3% | Added |
| Blue Bell Private Wealth Management, LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 80 | $9.00K | 0.00% | −29−26.6% | Reduced |
| O'Dell Group, LLC | 83 | $9.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 86 | $9.00K | 0.01% | +86 | New |
| Ci Investments Inc. | 94 | $10.0K | 0.00% | −1−1.1% | Reduced |
| Avion Wealth | 92 | $10.0K | 0.00% | +20+27.8% | Added |
| Win Advisors, Inc | 95 | $10.0K | 0.02% | +71+295.8% | Added |
| Aua Capital Management, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 111 | $12.0K | 0.00% | −150−57.5% | Reduced |
| GW&K Investment Management, LLC | 110 | $12.0K | 0.00% | −77−41.2% | Reduced |
| Raffa Wealth Management, LLC | 114 | $12.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 126 | $13.0K | 0.01% | −28−18.2% | Reduced |
| Burleson & Company, LLC | 123 | $13.0K | 0.00% | +1+0.8% | Added |
| Delos Wealth Advisors, LLC | 125 | $13.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 123 | $13.2K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 132 | $14.0K | 0.02% | +1+0.8% | Added |
| Lowe Wealth Advisors, LLC | 133 | $14.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 140 | $15.0K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 137 | $15.0K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 140 | $15.0K | 0.01% | +33+30.8% | Added |
| Syverson Strege & Co | 151 | $16.0K | 0.01% | +2+1.3% | Added |
| Orion Capital Management LLC | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 144 | $16.0K | 0.01% | +144 | New |
| Cedar Wealth Management, LLC | 167 | $18.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 168 | $18.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 176 | $18.9K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 175 | $19.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 185 | $20.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 187 | $20.0K | 0.02% | 00.0% | Unchanged |
| Corbenic Partners LLC | 191 | $20.0K | 0.01% | +22+13.0% | Added |
| SOA Wealth Advisors, LLC. | 201 | $21.0K | 0.01% | −16−7.4% | Reduced |
| Focused Wealth Management, Inc | 193 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 201 | $21.0K | 0.00% | +201 | New |
| Bell Investment Advisors, Inc | 197 | $21.0K | 0.01% | +197 | New |
| American National Bank | 201 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 212 | $23.0K | 0.03% | +212 | New |
| St. Johns Investment Management Company, LLC | 226 | $24.0K | 0.02% | −85−27.3% | Reduced |
| Prentice Wealth Management LLC | 226 | $24.0K | 0.02% | +226 | New |
| Professional Financial Advisors, LLC | 235 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 231 | $25.0K | 0.02% | +1+0.4% | Added |
| Lipe & Dalton | 243 | $26.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 239 | $26.0K | 0.00% | +39+19.5% | Added |
| Highlander Capital Management, LLC | 252 | $27.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 260 | $28.0K | 0.02% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 273 | $29.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 267 | $29.0K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 275 | $30.0K | 0.01% | +1+0.4% | Added |
| PFS Partners, LLC | 297 | $31.9K | 0.03% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 300 | $32.0K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $32.9K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 306 | $33.0K | 0.01% | +20+7.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 314 | $34.0K | 0.00% | +7+2.3% | Added |
| BOK Financial Private Wealth, Inc. | 336 | $36.0K | 0.00% | −3,548−91.3% | Reduced |
| Arlington Partners LLC | 332 | $36.0K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 347 | $37.0K | 0.02% | −70−16.8% | Reduced |
| John W. Brooker & Co., CPAs | 346 | $37.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 350 | $38.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 362 | $39.0K | 0.01% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 362 | $39.0K | 0.02% | +362 | New |
| Acima Private Wealth, LLC | 368 | $39.5K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 388 | $41.0K | 0.04% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 400 | $43.0K | 0.01% | −400−50.0% | Reduced |
| McIlrath & Eck, LLC | 399 | $43.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 400 | $43.0K | 0.01% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 400 | $43.0K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 406 | $43.6K | 0.03% | +3+0.7% | Added |
| MBM Wealth Consultants, LLC | 410 | $44.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 408 | $44.0K | 0.00% | +32+8.5% | Added |
| Horrell Capital Management, Inc. | 425 | $46.0K | 0.02% | 00.0% | Unchanged |