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
- 1,797
- −1 vs. Q1 2022
- Shares held
- 488.0M
- +10.8M (+2.3%) vs. Q1 2022
- Total value
- $52.3B
- −$917.6M (−1.7%) vs. Q1 2022
- New holders
- 104
- 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 |
|---|---|---|---|---|---|
| McGowan Group Asset Management, Inc. | 8,289 | $889.0K | 0.15% | +20.0% | Added |
| Continuum Advisory, LLC | 8,303 | $890.0K | 0.16% | +1,436+20.9% | Added |
| Cordasco Financial Network | 8,310 | $891.0K | 0.65% | +341+4.3% | Added |
| Transcend Wealth Collective, LLC | 8,318 | $892.0K | 0.09% | −109−1.3% | Reduced |
| American Research & Management Co. | 8,330 | $893.0K | 0.23% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,367 | $897.0K | 0.03% | −96−1.1% | Reduced |
| Arete Wealth Advisors, LLC | 8,371 | $899.0K | 0.10% | −3,629−30.2% | Reduced |
| Cadence Bank NA | 8,386 | $899.0K | 0.29% | −2,366−22.0% | Reduced |
| Trust Co of Virginia | 8,403 | $901.0K | 0.11% | −42−0.5% | Reduced |
| Marcum Wealth, LLC | 8,441 | $905.0K | 0.14% | +55+0.7% | Added |
| StoneX Group Inc. | 8,452 | $906.2K | 0.11% | +1,356+19.1% | Added |
| Centre Asset Management, LLC | 8,459 | $907.0K | 0.24% | −90−1.1% | Reduced |
| Grimes & Company, Inc. | 8,465 | $907.0K | 0.05% | +368+4.5% | Added |
| Abacus Planning Group, Inc. | 8,472 | $908.0K | 0.27% | +57+0.7% | Added |
| Clifford Swan Investment Counsel LLC | 8,469 | $908.0K | 0.04% | +231+2.8% | Added |
| Logan Capital Management Inc | 8,511 | $912.0K | 0.05% | +992+13.2% | Added |
| Great Valley Advisor Group, Inc. | 8,506 | $912.0K | 0.05% | +1,121+15.2% | Added |
| Wambolt & Associates, LLC | 8,584 | $920.0K | 0.37% | +744+9.5% | Added |
| Aldebaran Financial Inc. | 8,470 | $921.0K | 1.02% | −176−2.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 8,587 | $921.0K | 0.57% | +706+9.0% | Added |
| Stableford Capital II LLC | 8,478 | $925.0K | 0.43% | −417−4.7% | Reduced |
| Venture Visionary Partners LLC | 8,675 | $930.1K | 0.07% | +28+0.3% | Added |
| Old North State Wealth Management, LLC | 8,730 | $936.8K | 1.07% | +494+6.0% | Added |
| AGF Investments LLC | 8,757 | $939.0K | 0.09% | −81−0.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 8,792 | $943.0K | 0.59% | −919−9.5% | Reduced |
| Barnett & Company, Inc. | 8,805 | $944.0K | 0.75% | 00.0% | Unchanged |
| Summit Financial, LLC | 8,829 | $946.6K | 0.09% | +3,026+52.1% | Added |
| Doyle Wealth Management | 8,841 | $948.0K | 0.08% | −132−1.5% | Reduced |
| Shelton Capital Management | 8,863 | $950.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,870 | $951.0K | 0.04% | +62+0.7% | Added |
| Conning Inc. | 8,883 | $952.0K | 0.03% | −46−0.5% | Reduced |
| Bank of New Hampshire | 8,907 | $955.0K | 0.28% | +325+3.8% | Added |
| Madden Securities Corp | 8,919 | $956.0K | 0.52% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 8,929 | $957.0K | 0.10% | +839+10.4% | Added |
| First Personal Financial Services | 8,958 | $960.0K | 0.27% | +720+8.7% | Added |
| Scotia Capital Inc. | 8,980 | $963.0K | 0.01% | +320+3.7% | Added |
| Wilkinson Global Asset Management LLC | 9,000 | $965.0K | 0.08% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 9,003 | $965.0K | 0.09% | +348+4.0% | Added |
| Hills Bank & Trust Co | 9,012 | $966.0K | 0.16% | +2,050+29.4% | Added |
| First National Bank & Trust Co of Newtown | 9,022 | $967.0K | 0.22% | −225−2.4% | Reduced |
| Garner Asset Management Corp | 9,047 | $970.0K | 0.43% | +2,085+29.9% | Added |
| Delta Financial Advisors LLC | 9,066 | $972.0K | 0.48% | +20.0% | Added |
| Wealthspire Advisors, LLC | 9,065 | $972.0K | 0.02% | +1,241+15.9% | Added |
| Transamerica Financial Advisors, Inc. | 9,066 | $972.0K | 0.14% | +9,066 | New |
| Independence Bank of Kentucky | 9,073 | $973.0K | 0.44% | −1,434−13.6% | Reduced |
| HM Payson & Co | 9,081 | $974.0K | 0.02% | −208−2.2% | Reduced |
| Fiduciary Group LLC | 8,994 | $976.0K | 0.12% | +1,661+22.7% | Added |
| AIA Group Ltd | 9,103 | $976.0K | 0.05% | +8,013+735.1% | Added |
| Legacy Wealth Asset Management, LLC | 9,110 | $977.0K | 0.40% | +11+0.1% | Added |
| MidWestOne Financial Group, Inc. | 9,140 | $980.0K | 0.24% | −37−0.4% | Reduced |
| Coastal Investment Advisors, Inc. | 8,947 | $981.0K | 0.24% | −308−3.3% | Reduced |
| Change Path, LLC | 9,165 | $982.0K | 0.05% | −498−5.2% | Reduced |
| Guardian Wealth Advisors, LLC | 9,222 | $989.0K | 0.18% | +9,222 | New |
| Ashton Thomas Private Wealth, LLC | 9,274 | $994.2K | 0.11% | +647+7.5% | Added |
| Kellett Schaffner Wealth Advisors LLC | 9,287 | $996.0K | 1.29% | −140−1.5% | Reduced |
| Beech Hill Advisors, Inc. | 9,355 | $1.00M | 0.54% | −75−0.8% | Reduced |
| Busey Wealth Management | 9,380 | $1.01M | 0.05% | −348−3.6% | Reduced |
| Whittier Trust Co | 9,396 | $1.01M | 0.02% | +52+0.6% | Added |
| Bryn Mawr Trust Co | 9,427 | $1.01M | 0.05% | −1,294−12.1% | Reduced |
| Exencial Wealth Advisors, LLC | 9,482 | $1.02M | 0.06% | −1,064−10.1% | Reduced |
| DT Investment Partners, LLC | 9,531 | $1.02M | 0.15% | +278+3.0% | Added |
| Sequoia Financial Advisors, LLC | 9,548 | $1.02M | 0.03% | −203−2.1% | Reduced |
| Madison Asset Management, LLC | 9,574 | $1.03M | 0.02% | −174−1.8% | Reduced |
| Horizon Investment Services, LLC | 9,574 | $1.03M | 0.68% | +145+1.5% | Added |
| NVWM, LLC | 9,620 | $1.03M | 0.40% | −309−3.1% | Reduced |
| United Bank | 9,674 | $1.04M | 0.16% | 00.0% | Unchanged |
| Andra AP-fonden | 9,700 | $1.04M | 0.03% | +9,700 | New |
| Northern Oak Wealth Management Inc | 9,712 | $1.04M | 0.15% | −945−8.9% | Reduced |
| 9258 Wealth Management, LLC | 9,763 | $1.05M | 0.27% | +521+5.6% | Added |
| Baldwin Investment Management, LLC | 9,779 | $1.05M | 0.36% | −400−3.9% | Reduced |
| Cigna Investments Inc | 9,885 | $1.06M | 0.21% | −3,602−26.7% | Reduced |
| Glenview Trust Co | 9,917 | $1.06M | 0.04% | +566+6.1% | Added |
| Ancora Advisors, LLC | 9,919 | $1.06M | 0.03% | +1,266+14.6% | Added |
| First National Bank of South Miami | 9,931 | $1.06M | 0.73% | +476+5.0% | Added |
| Spirit of America Management Corp | 9,950 | $1.07M | 0.24% | −4,500−31.1% | Reduced |
| 1st Source Bank | 9,980 | $1.07M | 0.08% | −730−6.8% | Reduced |
| Advisor OS, LLC | 9,997 | $1.07M | 0.31% | +3,520+54.3% | Added |
| Heron Financial Group, LLC | 10,019 | $1.07M | 0.65% | +65+0.7% | Added |
| Chesley Taft & Associates LLC | 10,026 | $1.07M | 0.07% | +380+3.9% | Added |
| Hayek Kallen Investment Management | 10,112 | $1.08M | 0.47% | +17+0.2% | Added |
| RFG Advisory, LLC | 9,974 | $1.09M | 0.06% | +2,559+34.5% | Added |
| Harbour Investments, Inc. | 10,235 | $1.10M | 0.07% | +10,235 | New |
| Schechter Investment Advisors, LLC | 10,281 | $1.10M | 0.11% | −1,210−10.5% | Reduced |
| Focus Financial Network, Inc. | 10,349 | $1.11M | 0.09% | +271+2.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,121 | $1.11M | 0.28% | −1,243−10.9% | Reduced |
| Allred Capital Management, LLC | 10,402 | $1.11M | 0.70% | −503−4.6% | Reduced |
| Integrated Wealth Concepts LLC | 10,410 | $1.12M | 0.03% | +408+4.1% | Added |
| JB Capital LLC | 10,454 | $1.12M | 0.12% | +580+5.9% | Added |
| Gibson Wealth Advisors LLC | 10,500 | $1.13M | 1.25% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 10,553 | $1.13M | 0.49% | +255+2.5% | Added |
| St. James Investment Advisors, LLC | 10,590 | $1.14M | 2.29% | −27,932−72.5% | Reduced |
| SeaCrest Wealth Management, LLC | 10,589 | $1.14M | 0.14% | +504+5.0% | Added |
| Asset Dedication, LLC | 10,584 | $1.14M | 0.17% | +1,101+11.6% | Added |
| KCM Investment Advisors LLC | 10,613 | $1.14M | 0.05% | +1,107+11.6% | Added |
| West Chester Capital Advisors, Inc | 10,628 | $1.14M | 2.68% | −1,175−10.0% | Reduced |
| Ronald Blue Trust, Inc. | 10,253 | $1.15M | 0.02% | +10,253 | New |
| CNB Bank | 10,718 | $1.15M | 0.74% | −293−2.7% | Reduced |
| Sawtooth Solutions, LLC | 10,732 | $1.15M | 0.15% | +1,573+17.2% | Added |
| Stiles Financial Services Inc | 10,735 | $1.15M | 0.69% | +80+0.8% | Added |
| MSH Capital Advisors LLC | 10,770 | $1.15M | 0.54% | +646+6.4% | Added |